mr JOHN MULTOP

LONG TERM CARE (SENATE) - Senate, nursing home quality: discussion of provisions (civil monetary penalties and Special Focus Facilities) in nursing home transparency, accountability, and quality bill LONG TERM CARE (HOUSE) - Advance directives and end-of-life care: discussed efforts to educate Medicare beneficiaries about advance directives; discussed, negotiated and provided input on legislation regarding advance directives under Medicare and Medicaid, portability of advance directives, and public education around advance directives LONG TERM CARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Special Focus Facilities and disclosure of these facilities; criminal background checks for LTC employees; nursing home quality, poor performing nursing homes, family caregiving, nursing home compliance guidance, Real Choice Systems Change Grants and family caregiver assessments, Home Health CAHPS, LTC Partnership Program (under Medicaid), Aging and Disability Resource Centers (AoA), health care and the uninsured steps HHS is taking to address this, Medicare Medical Adult Day Care Demonstration LONG TERM CARE (SENATE) - Senate, nursing home quality: discussion of provisions (civil monetary penalties and Special Focus Facilities) in nursing home transparency, accountability, and quality bill LONG TERM CARE (HOUSE) - Advance directives and end-of-life care: discussed efforts to educate Medicare beneficiaries about advance directives; discussed, negotiated and provided input on legislation regarding advance directives under Medicare and Medicaid, portability of advance directives, and public education around advance directives LONG TERM CARE HR 3001 - CLASS Act shared and discussed actuarial analysis of the CLASS Act, a bill to create a public insurance program for long-term services and supports LONG TERM CARE HR 3363 - Discussed support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections; focused consumer protections LONG TERM CARE S 1070/S 1577 - Elder Justice Act (S. 1070) and Patient Safety and Abuse Prevention Act (S. 1577): support for both pieces of legislation and strategy for how they might both move forward this year LONG TERM CARE S 1340 - Geriatric Assessment and Chronic Care Coordination Act, discussed a demonstration version of this Medicare chronic care coordination and geriatric assessment bill LONG TERM CARE S 1758 - CLASS ACT - discussions on Class Act, including actuarial analysis, provisions and strategy on the bill. Bill would create a public long-term care financing program. LONG TERM CARE S 2337 - Discussion of and support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections. LONG TERM CARE S 2337/HR 3363 (SENATE) - Discussion of and support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections LONG TERM CARE S 2708 - Caring for an Aging America Act, a health and long-term care workforce bill to increase the number of professionals trained in geriatrics or gerontology, etc., providing input on legislation and encouraging offices to cosponsor the bill LONG TERM CARE (HOUSE) - Advance directives and end-of-life care: discussed efforts to educate Medicare beneficiaries about advance directives; discussed, negotiated and provided input on legislation regarding advance directives under Medicare and Medicaid, portability of advance directives, and public education around advance directives LONG TERM CARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Special Focus Facilities and disclosure of these facilities; criminal background checks for LTC employees; nursing home quality, poor performing nursing homes, family caregiving, nursing home compliance guidance, Real Choice Systems Change Grants and family caregiver assessments, Home Health CAHPS, LTC Partnership Program (under Medicaid), Aging and Disability Resource Centers (AoA), health care and the uninsured steps HHS is taking to address this, Medicare Medical Adult Day Care Demonstration LONG TERM CARE HR 3001 - CLASS Act shared and discussed actuarial analysis of the CLASS Act, a bill to create a public insurance program for long-term services and supports LONG TERM CARE HR 3363 - Discussed support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections; focused consumer protections LONG TERM CARE S 1070/S 1577 - Elder Justice Act (S. 1070) and Patient Safety and Abuse Prevention Act (S. 1577): support for both pieces of legislation and strategy for how they might both move forward this year LONG TERM CARE S 1340 - Geriatric Assessment and Chronic Care Coordination Act, discussed a demonstration version of this Medicare chronic care coordination and geriatric assessment bill LONG TERM CARE S 1758 - CLASS ACT - discussions on Class Act, including actuarial analysis, provisions and strategy on the bill. Bill would create a public long-term care financing program. LONG TERM CARE S 2337 - Discussion of and support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections. LONG TERM CARE S 2337/HR 3363 (SENATE) - Discussion of and support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections LONG TERM CARE S 2708 - Caring for an Aging America Act, a health and long-term care workforce bill to increase the number of professionals trained in geriatrics or gerontology, etc., providing input on legislation and encouraging offices to cosponsor the bill LONG TERM CARE (HOUSE) - Advance directives and end-of-life care: discussed efforts to educate Medicare beneficiaries about advance directives; discussed, negotiated and provided input on legislation regarding advance directives under Medicare and Medicaid, portability of advance directives, and public education around advance directives LONG TERM CARE (SENATE) - Senate, nursing home quality: discussion of provisions (civil monetary penalties and Special Focus Facilities) in nursing home transparency, accountability, and quality bill LONG TERM CARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Special Focus Facilities and disclosure of these facilities; criminal background checks for LTC employees; nursing home quality, poor performing nursing homes, family caregiving, nursing home compliance guidance, Real Choice Systems Change Grants and family caregiver assessments, Home Health CAHPS, LTC Partnership Program (under Medicaid), Aging and Disability Resource Centers (AoA), health care and the uninsured steps HHS is taking to address this, Medicare Medical Adult Day Care Demonstration LONG TERM CARE HR 3001 - CLASS Act shared and discussed actuarial analysis of the CLASS Act, a bill to create a public insurance program for long-term services and supports LONG TERM CARE HR 3363 - Discussed support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections; focused consumer protections LONG TERM CARE S 1070/S 1577 - Elder Justice Act (S. 1070) and Patient Safety and Abuse Prevention Act (S. 1577): support for both pieces of legislation and strategy for how they might both move forward this year LONG TERM CARE S 1758 - CLASS ACT - discussions on Class Act, including actuarial analysis, provisions and strategy on the bill. Bill would create a public long-term care financing program. LONG TERM CARE S 2337/HR 3363 (SENATE) - Discussion of and support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections LONG TERM CARE S 1340 - Geriatric Assessment and Chronic Care Coordination Act, discussed a demonstration version of this Medicare chronic care coordination and geriatric assessment bill LONG TERM CARE S 2337 - Discussion of and support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections. LONG TERM CARE (HOUSE) - Advance directives and end-of-life care: discussed efforts to educate Medicare beneficiaries about advance directives; discussed, negotiated and provided input on legislation regarding advance directives under Medicare and Medicaid, portability of advance directives, and public education around advance directives LONG TERM CARE (SENATE) - Senate, nursing home quality: discussion of provisions (civil monetary penalties and Special Focus Facilities) in nursing home transparency, accountability, and quality bill LONG TERM CARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Special Focus Facilities and disclosure of these facilities; criminal background checks for LTC employees; nursing home quality, poor performing nursing homes, family caregiving, nursing home compliance guidance, Real Choice Systems Change Grants and family caregiver assessments, Home Health CAHPS, LTC Partnership Program (under Medicaid), Aging and Disability Resource Centers (AoA), health care and the uninsured steps HHS is taking to address this, Medicare Medical Adult Day Care Demonstration LONG TERM CARE HR 3001 - CLASS Act shared and discussed actuarial analysis of the CLASS Act, a bill to create a public insurance program for long-term services and supports LONG TERM CARE HR 3363 - Discussed support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections; focused consumer protections LONG TERM CARE S 1758 - CLASS ACT - discussions on Class Act, including actuarial analysis, provisions and strategy on the bill. Bill would create a public long-term care financing program. LONG TERM CARE S 2337/HR 3363 (SENATE) - Discussion of and support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections LONG TERM CARE S 1340 - Geriatric Assessment and Chronic Care Coordination Act, discussed a demonstration version of this Medicare chronic care coordination and geriatric assessment bill LONG TERM CARE S 2337 - Discussion of and support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections. LONG TERM CARE S 2708 - Caring for an Aging America Act, a health and long-term care workforce bill to increase the number of professionals trained in geriatrics or gerontology, etc., providing input on legislation and encouraging offices to cosponsor the bill LONG TERM CARE S 1070/S 1577 - Elder Justice Act (S. 1070) and Patient Safety and Abuse Prevention Act (S. 1577): support for both pieces of legislation and strategy for how they might both move forward this year MEDICAID (HOUSE) - Lobbied to adjust budget neutrality requirement in waivers to include costs in both Medicare and Medicaid. MEDICAID (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Filed comment letters on proposed regulations involving cost sharing and flexibility in benefit packages. MEDICAID (SENATE) - Discussed draft legislation to make changes to Medicaid HCBS, including the Medicaid state plan option, spousal impoverishment, Medicaid Transformation Grants, etc. MEDICAID HR 1174 - S1174 Health Hospitals Act discussed with sponsors staff potential endorsement of this legislation to require hospitals to report infection rates. MEDICAID HR 5140 (SENATE) - Recovery Rebates and Economic Stimulus for the American People Act of 2008 supported provisions providing rebates to older Americans who do not file income taxes, and potential for adding provisions to temporarily increase federal funding to state Medicaid programs. MEDICAID HR 5613 - Protecting the Medicaid Safety Net Act support this legislation that places a moratorium on harmful Medicaid regulations. MEDICAID (HOUSE) - Lobbied to adjust budget neutrality requirement in waivers to include costs in both Medicare and Medicaid. MEDICAID (SENATE) - Discussed draft legislation to make changes to Medicaid HCBS, including the Medicaid state plan option, spousal impoverishment, Medicaid Transformation Grants, etc. MEDICAID (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Filed comment letters on proposed regulations involving cost sharing and flexibility in benefit packages. MEDICAID HR 1174 - S1174 Health Hospitals Act discussed with sponsors staff potential endorsement of this legislation to require hospitals to report infection rates. MEDICAID HR 5140 (SENATE) - Recovery Rebates and Economic Stimulus for the American People Act of 2008 supported provisions providing rebates to older Americans who do not file income taxes, and potential for adding provisions to temporarily increase federal funding to state Medicaid programs MEDICAID HR 5613 - Protecting the Medicaid Safety Net Act support this legislation that places a moratorium on harmful Medicaid regulations. MEDICAID (HOUSE) - Lobbied to adjust budget neutrality requirement in waivers to include costs in both Medicare and Medicaid. MEDICAID (SENATE) - Discussed draft legislation to make changes to Medicaid HCBS, including the Medicaid state plan option, spousal impoverishment, Medicaid Transformation Grants, etc. MEDICAID (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Filed comment letters on proposed regulations involving cost sharing and flexibility in benefit packages. MEDICAID HR 1174 - S1174 Health Hospitals Act discussed with sponsors staff potential endorsement of this legislation to require hospitals to report infection rates. MEDICAID HR 5140 (SENATE) - Recovery Rebates and Economic Stimulus for the American People Act of 2008 supported provisions providing rebates to older Americans who do not file income taxes, and potential for adding provisions to temporarily increase federal funding to state Medicaid programs MEDICAID HR 5613 - Protecting the Medicaid Safety Net Act support this legislation that places a moratorium on harmful Medicaid regulations. MEDICAID (HOUSE) - Lobbied to adjust budget neutrality requirement in waivers to include costs in both Medicare and Medicaid. MEDICAID (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Filed comment letters on proposed regulations involving cost sharing and flexibility in benefit packages MEDICAID HR 1174 - S1174 Health Hospitals Act discussed with sponsors staff potential endorsement of this legislation to require hospitals to report infection rates. MEDICAID HR 5140 (SENATE) - Recovery Rebates and Economic Stimulus for the American People Act of 2008 supported provisions providing rebates to older Americans who do not file income taxes, and potential for adding provisions to temporarily increase federal funding to state Medicaid programs MEDICAID HR 5613 - Protecting the Medicaid Safety Net Act support this legislation that places a moratorium on harmful Medicaid regulations. MEDICAID (SENATE) - Discussed draft legislation to make changes to Medicaid HCBS, including the Medicaid state plan option, spousal impoverishment, Medicaid Transformation Grants, etc. MEDICAID (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Medicaid Personal Assistance Services State Plan option discussion of comment letter sending and receipt MEDICARE (SENATE) - Senate Medicare package--AARP advocated for part B premium protection and asset test improvement. MEDICARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Discussed need to strengthen low-income programs by raising asset limits and streamlining rules, and to keep premiums affordable for all beneficiaries. MEDICARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) HR 3363 - Support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections. MEDICARE S.2408 (HOUSE) - S. 2408/HR4296 - Medicare Electronic Medication and Safety Protection (E-MEDS) Act of 2007 support this legislation to require e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not. MEDICARE S.2408 (SENATE) - S. 2408/HR4296 - Medicare Electronic Medication and Safety Protection (E-MEDS) Act of 2007 support this legislation to require e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not. MEDICARE (SENATE) - Senate Medicare package--AARP advocated for part B premium protection and asset test improvement. MEDICARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) HR 3363 - Support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections. MEDICARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) HR3363 - Support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections. MEDICARE S.2408 (HOUSE) - S. 2408/HR4296 - Medicare Electronic Medication and Safety Protection (E-MEDS) Act of 2007 support this legislation to require e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not. MEDICARE S.2408 (SENATE) - S. 2408/HR4296 - Medicare Electronic Medication and Safety Protection (E-MEDS) Act of 2007 support this legislation to require e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not. MEDICARE (SENATE) - Senate Medicare package--AARP advocated for part B premium protection and asset test improvement. MEDICARE (SENATE) - Senate Medicare package--AARP advocated for part B premium protection and asset test improvement. MEDICARE (SENATE) - Senate Medicare package--AARP advocated for part B premium protection and asset test improvement. MEDICARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Discussed need to strengthen low-income programs by raising asset limits and streamlining rules, and to keep premiums affordable for all beneficiaries. MEDICARE (SENATE) - Senate Medicare package--AARP advocated for part B premium protection and asset test improvement. MEDICARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) HR 3363 - Support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections. MEDICARE S.2408 (HOUSE) - S. 2408/HR4296 - Medicare Electronic Medication and Safety Protection (E-MEDS) Act of 2007 support this legislation to require e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not. MEDICARE S.2408 (SENATE) - S. 2408/HR4296 - Medicare Electronic Medication and Safety Protection (E-MEDS) Act of 2007 support this legislation to require e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not. MEDICARE (SENATE) - Senate Medicare package--AARP advocated for part B premium protection and asset test improvement. MEDICARE (SENATE) - Senate Medicare package--AARP advocated for part B premium protection and asset test improvement. MEDICARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Discussed need to strengthen low-income programs by raising asset limits and streamlining rules, and to keep premiums affordable for all beneficiaries. MEDICARE S.2408 (HOUSE) - S. 2408/HR4296 - Medicare Electronic Medication and Safety Protection (E-MEDS) Act of 2007 support this legislation to require e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not. MEDICARE S.2408 (SENATE) - S. 2408/HR4296 - Medicare Electronic Medication and Safety Protection (E-MEDS) Act of 2007 support this legislation to require e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not. MEDICARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) HR 3363 - Support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections. MEDICARE (SENATE) - Senate Medicare package--AARP advocated for part B premium protection and asset test improvement.

HR 3001/ S 1340 - Shared and discusssed actuarial analysis of the CLASS Act regarding creation of a public insurance program for long-term services. S 2337/HR 3363 - Discussion of and support for Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections. S 1070 Elder Justice Act/S 1577 Patient Safety and Abuse Prevention Act of 2007 - Support for both pieces of legislation and strategy for how they might both move forward this year. S 1340 Geriatric Assessment and Chronic Care Coordination Act of 2007- Discussed a demonstration version of this Medicare chronic care coordination and geriatric assessment bill. S 2708 Caring for an Aging America Act of 2008 - Provisions related to increasing the number of professionals trained in geriatrics or gerontology, etc., providing input on legislation and encouraging offices to cosponsor the bill. Discussed draft legislation to make changes to Medicaid HCBS, including the Medicaid state plan option, spousal impoverishment, Medicaid Transformation Grants, etc. HR 1174 Healthy Hospitals Act of 2007- Discussed with sponsors' staff potential endorsement of this legislation to require hospitals to report infection rates. HR 5613 Protecting the Medicaid Safety Net Act of 2008 - Supported this legislation, particularly provisions related to placing a moratorium on seven harmful Medicaid regulations. Lobbied to adjust budget neutrality requirement in waivers to include costs in both Medicare and Medicaid. Medicaid Personal Assistance Services State Plan option- discussion of comment letter sending and receipt. Discussed need to strengthen low-income programs by raising asset limits and streamlining rules, and to keep premiums affordable for all beneficiaries. S 2480/HR 4296 Medicare Electronic Medication and Safety Protection (E-Meds) Act of 2007- Supported provisions related to requiring e-prescribing in Medicare Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not. S 2641/ HR 5799 Nursing Home Quality and Transparency Legislation Act - To protect residents and support for the Nursing Home Transparency and Improvement Act. Discussion of provisions (civil monetary penalties and Special Focus Facilities) in nursing home transparency, accountability, and quality bill. Special Focus Facilities and disclosure of these facilities; criminal background checks for LTC employees; nursing home quality; poor performing nursing homes, family caregiving, nursing home compliance guidelines, Real Choice Systems Change Grants and family caregiver assessments, Home Health CAHPS, LTC Partnership Program (under Medicaid), Aging and Disability Resource Centers (AoA), health care and the uninsured - steps HHS is taking to address this, Medicare Medical Adult Day Care Demonstration. HR 5702 Advance Directive Promotion Act of 2008 - Negotiated provisions on portability of advance directives. HR 2642 - Lobbied for inclusion of Medicaid Regulation Moratoriam in Military Construction and Veterans Affairs Appropriations Act of 2008, and on supplemental appropriations bill. To build support for Medicaid Family Caregiver Assessment Demonstration proposal (no Bill). S 2838/HR 6126 - Input on draft legislation to make arbitration clauses between LTC facilities and their residents or representatives unenforceable; support for this legislation once it was introduced as the Fairness in Nursing Home Arbitration Act, including support letter. Discussion and input on legislation to improve the health/LTC workforce and support family caregivers. Advance directives and end-of-life care, education of the public about these issues, portability, and other issues relating to advance directives. S 1577/HR 3078 - Support for Patient Safety and Abuse Prevention Act (S 1577) and moving the issue forward; provided feedback and in testimony. S 2921 Caring for Wounded Warriors Act of 2008 - Services and supports for family caregivers of certain veterans. Feedback on draft legislation to provide chronic care coordination services to certain Medicare beneficiaries; approaches to improving chronic care for Medicare beneficiaries; discussion of chronic care and Special Needs Plans. S 1102 Part D Equity for Low-Income Seniors Act of 2007- Support for Medicare premium protection and modifications to Medicare Savings Programs/Part D Low-Income Subsidy. S 1758 - Long-term care financing proposals, including the CLASS Act, a public LTC financing program. S. 3164 - Lobbied on Medicare Fraud bill (Martinez and Cornyn) - All provisions related to protecting participants and the Medicare program from fraud and abuse. S. 3118 - Lobbied in opposition to Grassley-McConnell bill - All provisions related to beneficiary access and Medicare improvements, including e-prescribing. S 3101- Urged support of the Medicare Improvements for Patients and Providers Act of 2008 to help improve Medicare. Long Term Care/Reverse Mortgages - To protect consumers when reverse mortgages are used as a LTC financing tool. Green Houses and culture change in LTC facilities. HR 2642 - To keep moratorium on all seven Medicaid regulations in the supplemental appropriations bill. Lobbied on appeal notices for Medicare beneficiaries in Medicare Advantage plans. S 1102 - Lobbied for legislation to increase Medicare Part D LIS. HR 1536 - Lobbied for legislation to increase Medicare Part D LIS asset limits. S 3101/HR 6331 - (Medicare) Lobbied for legislation to protect part B premiums, increase LIS and MSP asset limits, and promote e-prescribing in Medicare. HR 2642 - (Medicaid) Lobbied for inclusion of Medicaid regulation moratorium in Iraq Supplemental.

HR 3001/ S 1340 - Shared and discusssed actuarial analysis of the CLASS Act regarding creation of a public insurance program for long-term services. S 2337/HR 3363 - Discussion of and support for Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections. S 1070 Elder Justice Act/S 1577 Patient Safety and Abuse Prevention Act of 2007 - Support for both pieces of legislation and strategy for how they might both move forward this year. S 1340 Geriatric Assessment and Chronic Care Coordination Act of 2007- Discussed a demonstration version of this Medicare chronic care coordination and geriatric assessment bill. S 2708 Caring for an Aging America Act of 2008 - Provisions related to increasing the number of professionals trained in geriatrics or gerontology, etc., providing input on legislation and encouraging offices to cosponsor the bill. Discussed draft legislation to make changes to Medicaid HCBS, including the Medicaid state plan option, spousal impoverishment, Medicaid Transformation Grants, etc. HR 1174 Healthy Hospitals Act of 2007- Discussed with sponsors' staff potential endorsement of this legislation to require hospitals to report infection rates. HR 5613 Protecting the Medicaid Safety Net Act of 2008 - Supported this legislation, particularly provisions related to placing a moratorium on seven harmful Medicaid regulations. Lobbied to adjust budget neutrality requirement in waivers to include costs in both Medicare and Medicaid. Medicaid Personal Assistance Services State Plan option- discussion of comment letter sending and receipt. Discussed need to strengthen low-income programs by raising asset limits and streamlining rules, and to keep premiums affordable for all beneficiaries. S 2480/HR 4296 Medicare Electronic Medication and Safety Protection (E-Meds) Act of 2007- Supported provisions related to requiring e-prescribing in Medicare Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not. S 2641/ HR 5799 Nursing Home Quality and Transparency Legislation Act - To protect residents and support for the Nursing Home Transparency and Improvement Act. Discussion of provisions (civil monetary penalties and Special Focus Facilities) in nursing home transparency, accountability, and quality bill. Special Focus Facilities and disclosure of these facilities; criminal background checks for LTC employees; nursing home quality; poor performing nursing homes, family caregiving, nursing home compliance guidelines, Real Choice Systems Change Grants and family caregiver assessments, Home Health CAHPS, LTC Partnership Program (under Medicaid), Aging and Disability Resource Centers (AoA), health care and the uninsured - steps HHS is taking to address this, Medicare Medical Adult Day Care Demonstration. HR 5702 Advance Directive Promotion Act of 2008 - Negotiated provisions on portability of advance directives. HR 2642 - Lobbied for inclusion of Medicaid Regulation Moratoriam in Military Construction and Veterans Affairs Appropriations Act of 2008, and on supplemental appropriations bill. To build support for Medicaid Family Caregiver Assessment Demonstration proposal (no Bill). S 2838/HR 6126 - Input on draft legislation to make arbitration clauses between LTC facilities and their residents or representatives unenforceable; support for this legislation once it was introduced as the Fairness in Nursing Home Arbitration Act, including support letter. Discussion and input on legislation to improve the health/LTC workforce and support family caregivers. Advance directives and end-of-life care, education of the public about these issues, portability, and other issues relating to advance directives. S 1577/HR 3078 - Support for Patient Safety and Abuse Prevention Act (S 1577) and moving the issue forward; provided feedback and in testimony. S 2921 Caring for Wounded Warriors Act of 2008 - Services and supports for family caregivers of certain veterans. Feedback on draft legislation to provide chronic care coordination services to certain Medicare beneficiaries; approaches to improving chronic care for Medicare beneficiaries; discussion of chronic care and Special Needs Plans. S 1102 Part D Equity for Low-Income Seniors Act of 2007- Support for Medicare premium protection and modifications to Medicare Savings Programs/Part D Low-Income Subsidy. S 1758 - Long-term care financing proposals, including the CLASS Act, a public LTC financing program. S. 3164 - Lobbied on Medicare Fraud bill (Martinez and Cornyn) - All provisions related to protecting participants and the Medicare program from fraud and abuse. S. 3118 - Lobbied in opposition to Grassley-McConnell bill - All provisions related to beneficiary access and Medicare improvements, including e-prescribing. S 3101- Urged support of the Medicare Improvements for Patients and Providers Act of 2008 to help improve Medicare. Long Term Care/Reverse Mortgages - To protect consumers when reverse mortgages are used as a LTC financing tool. Green Houses and culture change in LTC facilities. HR 2642 - To keep moratorium on all seven Medicaid regulations in the supplemental appropriations bill. Lobbied on appeal notices for Medicare beneficiaries in Medicare Advantage plans. S 1102 - Lobbied for legislation to increase Medicare Part D LIS. HR 1536 - Lobbied for legislation to increase Medicare Part D LIS asset limits. S 3101/HR 6331 - (Medicare) Lobbied for legislation to protect part B premiums, increase LIS and MSP asset limits, and promote e-prescribing in Medicare. HR 2642 - (Medicaid) Lobbied for inclusion of Medicaid regulation moratorium in Iraq Supplemental.

HR 5140 Tax Relief, urging vote for Recovery Rebates and Economic Stimulus for the American People Act of 2008. HR 2167/ S 1141 Automatic IRA of 2007- Provisions related to establishing an auto IRA for workers not covered by pension plan. HR 5719 Taxpayer Assistance and Simplification Act of 2008 - Discussed various provisions that could be included in a bill drafted to make the administration of the tax code more effective and efficient. Discussed political, economic and social conditions that would create the conditions necessary to reform the tax code and possible changes that would simplify the tax code and make it more equitable (no Bill). HR 1540 Civil Rights Tax Relief Act of 2007- Provisions related to excluding from gross income amounts received as damages due to discriminatory conduct. HR 6237 Tax Relief for Long-Term Care Act of 2008 - All provisions regarding tax relief for family caregivers and purchasers of LTC insurance, the Tax Relief Act of 2008. S 3032/S 3532 Give Act HR 6283 Reimbursing Our American Drivers (ROAD) Act of 2008 - Lobbied in favor of allowing non-profit organizations to reimburse volunteers (without income tax consequences for mileage driven for charitable purposes up to the business mileage rate, and increasing the mileage deduction allowed for charitable purposes. S 3260 Financial Services and General Government Appropriations, FY 2009 - Lobbied for increased funding for IRS taxpayer assistance programs (Tax Counseling for the Elderly and VITA).

HR 5140- Lobbied in favor of including senior rebate in the economic stimulus bill. HR 2167/ S 114- Provisions related to establishing an auto IRA for workers not covered by pension plan. HR 5719- Discussed various provisions that could be included in a bill drafted to make the administration of the tax code more effective and efficient. A general discussion of the political, economic and social conditions that would create the conditions necessary to reform the tax code and possible changes that would simplify the tax code and make it more equitable. Meeting with tax counsel for the House Small Business Committee to discuss the agenda for the Committee hearing scheduled for April 10, 2008. HR 1540- Provisions related to excluding from gross income amounts received as damages due to discriminatory conduct.

TAX REFORM HR 5140 - (HOUSE)Lobbied in favor of including senior rebate in the stimulus bill. TAX REFORM HR 5140 (SENATE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX REFORM HR 5140 - (HOUSE) Lobbied in favor of including senior rebate in the stimulus bill. TAX REFORM HR 2167 - Legislation to establish an auto IRA for workers not covered by pension plan. TAX REFORM HR 5140 (HOUSE)- Lobbied in favor of including senior rebate in the stimulus bill. TAX REFORM HR 5140 (SENATE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX REFORM HR 5719 - A discussion of the various provisions that could be included in a bill drafted to make the administration of the tax code more effective and efficient. TAX REFORM HR 2167 (SENATE) - Legislation to establish an auto IRA for workers not covered by pension plan. TAX REFORM S 1141 (SENATE) - Legislation to establish an auto IRA for workers not covered by pension plan. TAX REFORM S 1141 (HOUSE) - Legislation to establish an auto IRA for workers not covered by pension plan. TAX REFORM HR 2167 (SENATE) - Legislation to establish an auto IRA for workers not covered by pension plan. TAX REFORM HR 2167 (HOUSE) - Legislation to establish an auto IRA for workers not covered by pension plan. TAX REFORM HR 5140 - (HOUSE)Lobbied in favor of including senior rebate in the stimulus bill. TAX REFORM HR 5140 (SENATE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX REFORM HR 5719 - A discussion of the various provisions that could be included in a bill drafted to make the administration of the tax code more effective and efficient. TAX REFORM S 1141 (HOUSE) - Legislation to establish an auto IRA for workers not covered by pension plan. TAX REFORM S 1141 (SENATE) - Legislation to establish an auto IRA for workers not covered by pension plan. TAX REFORM HR 2167 (HOUSE) - Legislation to establish an auto IRA for workers not covered by pension plan. TAX REFORM HR 2167 (SENATE) - Legislation to establish an auto IRA for workers not covered by pension plan. TAX REFORM HR 5140 (SENATE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX REFORM HR 5140 (HOUSE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX REFORM S 1141 (SENATE) - Legislation to establish an auto IRA for workers not covered by pension plan. TAX REFORM S 1141 (HOUSE) - Legislation to establish an auto IRA for workers not covered by pension plan. TAX REFORM (HOUSE) - A general discussion of the political, economic and social conditions that would create the conditions necessary to reform the tax code and possible changes that would simplify the tax code and make it more equitable. TAX REFORM (SENATE) - A general discussion of the political, economic and social conditions that would create the conditions necessary to reform the tax code and possible changes that would simplify the tax code and make it more equitable. TAX REFORM (HOUSE) - Meeting with tax counsel for the House Small Business Committee to discuss the agenda for the Committee hearing scheduled for April 10, 2008. TAX REFORM HR 1540 - To exclude from gross income amounts received as damages due to discriminatory conduct TAX REFORM HR 5719 - A discussion of the various provisions that could be included in a bill drafted to make the administration of the tax code more effective and efficient. TAX REFORM-SAVINGS INCENTIVES HR 5140 (SENATE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX REFORM-SAVINGS INCENTIVES HR 5140 (HOUSE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX REFORM-SAVINGS INCENTIVES HR 5140 (HOUSE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX REFORM-SAVINGS INCENTIVES HR 5140 (SENATE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX REFORM-SAVINGS INCENTIVES HR 5140 (SENATE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX REFORM-SAVINGS INCENTIVES HR 5140 (SENATE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX REFORM-SAVINGS INCENTIVES HR 5140 (HOUSE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX REFORM-SAVINGS INCENTIVES HR 5140 (HOUSE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX REFORM-SAVINGS INCENTIVES HR 5140 (SENATE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX REFORM-SAVINGS INCENTIVES HR 5140 (HOUSE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX REFORM-SAVINGS INCENTIVES HR 5140 (SENATE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX RELIEF HR 5140 (SENATE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX RELIEF HR 5140 (HOUSE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX RELIEF HR 5140 (SENATE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX RELIEF HR 5140 (HOUSE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX RELIEF HR 5140 (SENATE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX RELIEF HR 5140 (HOUSE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX RELIEF HR 5140 (HOUSE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX RELIEF HR 5140 (SENATE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX RELIEF HR 5140 (SENATE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX RELIEF HR 5140 (SENATE) - Urging vote for Recovery Rebates and Economic Stimulus for the American People Act of 2008 (H.R. 5140) TAX RELIEF HR 5140 (SENATE) - Letters and discussions to support passage of Economic Stimulus Bill to ensure that it includes stimulus payments for older Americans who are eligible to receive one. TAX RELIEF HR 5140 (HOUSE) - Letters and discussions to support passage of Economic Stimulus Bill to ensure that it includes stimulus payments for older Americans who are eligible to receive one.

HR 5140 Recovery Rebates and Economic Stimulus for the American People Act of 2008 - Lobbied in favor of including senior rebate in the economic stimulus bill. HR 2167/ S 1141 Automatic IRA of 2007- Provisions related to establishing an auto IRA for workers not covered by pension plan. HR 5719 Taxpayer Assistance and Simplification Act of 2008 - Discussed various provisions that could be included in a bill drafted to make the administration of the tax code more effective and efficient. A general discussion of the political, economic and social conditions that would create the conditions necessary to reform the tax code and possible changes that would simplify the tax code and make it more equitable (no Bill). Meeting with House Small Business Committee to discuss the agenda for the Committee hearing scheduled for April 10, 2008 on small business taxes and impact on retirement security (no Bill). HR 1540 Civil Rights Tax Relief Act of 2007- Provisions related to excluding from gross income amounts received as damages due to discriminatory conduct. HR 6237 Tax Relief for Long-Term Care Act of 2008 - All provisions regarding tax relief for family caregivers and purchasers of LTC insurance, the Tax Relief Act of 2008.

Nursing home quality; discussion of provisions (civil monetary penalties and Special Focus Facilities) in nursing home transparency, accountability, and quality bill (Senate). Advance directives and end-of-life care: discussed efforts to educate Medicare beneficiaries about advance directives; discussed, negotiated, and provided input on legislation regarding advance directives under Medicare and Medicaid; portability of advance directives, and public education around advance directives. Special Focus Facilities and disclosure of these facilities; criminal background checks for LTC employees; nursing home quality; poor performing nursing homes, family caregiving, nursing home compliance guidelines, Real Choice Systems Change Grants and family caregiver assessments, Home Health CAHPS, LTC Partnership Program (under Medicaid), Aging and Disability Resource Centers (AoA), health care and the uninsured - steps HHS is taking to address this, Medicare Medical Adult Day Care Demonstration. HR 3001 - Shared and discusssed actuarial analysis of the CLASS Act. S 2337/HR 3363 - Discusssed support for Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections. S 1070.S 1577 - Support for both pieces of legislation and strategy for how they might both move forward this year. S 1340 - Discussed a demonstration version of this Medicare chronic care coordination and geriatric assessment bill. HR 1758 - Discussions on bill, including actuarial analysis, provisions and strategy on the bill. S 2708 - Increase the number of professionals trained in geriatrics or gerontology, etc., providing input on legislation and encouraging offices to cosponsor the bill. Discussed draft legislation to make changes to Medicaid HCBS, including the Medicaid state plan option, spousal impoverishment, Medicaid Transformation Grants, etc. HR 1174/S 1174 - Discussed with sponsors' staff potential endorsement of this legislation to require hospitals to report infection rates.

HR 3548 Plain Language in Government Communications Act - Provisions related to detering predatory lending practices and helping to protect older homeowners from foreclosure. HR 5818 Neighborhood Stablization Act - Lobbied to help prevent older homeowners from losing their homes to foreclosure. . S 2636 Foreclosure Prevention Act of 2008 - All provisions in Title IV related to allowing bankruptcy judges to restructure subprime mortgage debt for primary residences; lobbied the bill to help prevent older homeowners from losing their homes to foreclosure HR 3609 Emergency Home Ownership and Mortgage Equity Protection Act of 2007- Provisions related to allowing judges to modify the terms of mortages in bankruptcy to reduce foreclosures. S. 2684 Section 8 Voucher Reform Act of 2008 - Provisions related to stabilizing the funding formula for Section 8 Vouchers to provide more affordable housing options for our members and their families. HR 5758/S. 2490 Reverse Mortgage Proceeds Protection Act - Supported passage of this bill and House companion bill to better prevent reverse mortgage borrowers from fraud and abuse. HR 1852/S 2338 Expanding American Homeownership - Lobbied to expand the FHA-insured reverse mortgage program while limiting origination fees charged by lenders. HR 3221 Housing and Economic Recovery Act - Lobbied (1) to include mandatory loan modification mechansm for borrowers facing foreclosure, (2) to expand the FHA Home Equity Conversion Mortgage (HECM) program, cap HECM origination fees, and provide HECM consumer protections, and (3) to create and fund a federal affordable housing trust fund. HR 6076 Home Retention and Economic Stabilization Act of 2008 - Lobbied for a foreclosure deferral to help members workout loans in default or refinance into new loans. S 3261 Transportation and HUD Appropriations - Lobbied for affordable housing assistance spending. HR 6033 Home-Based Health Services Job Training and Caregiving Act of 2008 - Lobbied to expand the bill to cover more types of housing and to ensure the competitive nature of the grants program. S 2490 Reverse Mortgage Proceeds Protections Act - Lobbied to increase protections for Home Equity Conversion Mortgage loan recipients. S 3261 Transportation/HUD Appropriations, FY 2009 - Lobbied for Section 202, Housing for the Elderly program funding. HR 3997/HR 1424 - Emergency Economic Stabilization Act - Lobbied to include provisions to assist troubled homeowners, including the ability for bankruptcy judges to modify primary mortgage debt.

HR 3548 - Provisions related to detering predatory lending practices and helping to protect older homeowners from foreclosure. HR 5818 - Lobbied to help prevent older homeowners from losing their homes to foreclosure. S 2636 - All provisions in Title IV related to allowing bankruptcy judges to restructure subprime mortgage debt for primary residences; lobbied the bill to help prevent older homeowners from losing their homes to foreclosure. HR 3609 - Provisions related to allowing judges to modify the terms of mortages in bankruptcy to reduce foreclosures. S. 2684 - Provisions related to stabilizing the funding formula for Section 8 Vouchers to provide more affordable housing options for our members and their families. S. 2490 - Supported passage of this bill to better prevent reverse mortgage borrowers from fraud and abuse. HR 1852/S 2338 - Lobbied to expand the FHA-insured reverse mortgage program while limiting origination fees charged by lenders.

HR 3548 - Provisions related to detering predatory lending practices and helping to protect older homeowners from foreclosure. HR 5818 - Lobbied to help prevent older homeowners from losing their homes to foreclosure. S 2636 - All provisions in Title IV related to allowing bankruptcy judges to restructure subprime mortgage debt for primary residences; lobbied the bill to help prevent older homeowners from losing their homes to foreclosure. HR 3609 Emergency Home Ownership and Mortgage Equity Protection Act of 2007- Provisions related to allowing judges to modify the terms of mortages in bankruptcy to reduce foreclosures. S. 2684 Section 8 Voucher Reform Act of 2008 - Provisions related to stabilizing the funding formula for Section 8 Vouchers to provide more affordable housing options for our members and their families. HR 5758/S. 2490 Reverse Mortgage Proceeds Protection Act - Supported passage of this bill and House companion bill to better prevent reverse mortgage borrowers from fraud and abuse. HR 1852/S 2338 FHA Modernization Act of 2007- Lobbied to expand the FHA-insured reverse mortgage program while limiting origination fees charged by lenders. HR 3221 Foreclosure Prevention Act of 2008 - Lobbied to help prevent older homeowners from losing their homes to foreclosure and to expand FHA reverse mortgage programs. HR 6076 Home Retention and Economic Stabilization Act of 2008 - Lobbied for a foreclosure deferral to help members workout loans in default or refinance into new loans. Lobbied for affordable housing assistance spending.

HR 3548 - To deter predatory lending practices and help prevent older homeowners from foreclosure. HR 5818 - Lobbied to help prevent older homeowners from losing their homes to foreclosure. S 2636 - Working on Title IV of the bill to allow bankruptcy judges to restructure subprime mortgage debt for primary residences; lobbied the bill to help prevent older homeowners from losing their homes to foreclosure. HR 3609 - Promote legislation which would allow judges to modify the terms of mortages in bankruptcy to reduce foreclosures. S. 2684 - Lobbied the bill to stabilize the funding formula for Section 8 Vouchers to provide more affordable housing options for our members and their families. S. 2490 - Working in support of this bill to better prevent reverse mortgage borrowers from fraud and abuse. HR 1852/S 2338 - Lobbied to expand the FHA-insured reverse mortgage program while limiting origination fees charged by lenders.

HOUSING (SENATE) - To deter predatory lending practices and help prevent older homeowners from foreclosure HOUSING HR 3548 - To deter predatory lending practices and help prevent older homeowners from foreclosure HOUSING HR 5818 - Lobbied to help prevent older homeowners from losing their homes to foreclosure. HOUSING S 2636 - Working on title IV of the bill to allow bankruptcy judges to restructure subprime mortgage debt for primary residences; lobbied the bill to help prevent older homeowners from losing their homes to foreclosure. HOUSING (SENATE) - To deter predatory lending practices and help prevent older homeowners from foreclosure HOUSING HR 3548 - To deter predatory lending practices and help prevent older homeowners from foreclosure HOUSING HR 5818 - Lobbied to help prevent older homeowners from losing their homes to foreclosure. HOUSING S 2636 - Working on title IV of the bill to allow bankruptcy judges to restructure subprime mortgage debt for primary residences; lobbied the bill to help prevent older homeowners from losing their homes to foreclosure. HOUSING S 2636 (HOUSE) - Working on title IV of the bill to allow bankruptcy judges to restructure subprime mortgage debt for primary residences; lobbied the bill to help prevent older homeowners from losing their homes to foreclosure. HOUSING (SENATE) - To deter predatory lending practices and help prevent older homeowners from foreclosure HOUSING HR 3548 - To deter predatory lending practices and help prevent older homeowners from foreclosure HOUSING HR 3609 - Emergency Home Ownership and Mortgage Equity Protection Act- Promote legislation which would allow judges to modify the terms of mortgages in bankruptcy to reduce foreclosures. HOUSING S 2636 - Working on title IV of the bill to allow bankruptcy judges to restructure subprime mortgage debt for primary residences; lobbied the bill to help prevent older homeowners from losing their homes to foreclosure. HOUSING S 2636 - Working on title IV of the bill to allow bankruptcy judges to restructure subprime mortgage debt for primary residences; lobbied the bill to help prevent older homeowners from losing their homes to foreclosure. HOUSING HR 5818 - Lobbied to help prevent older homeowners from losing their homes to foreclosure. HOUSING S 2636 - Working on title IV of the bill to allow bankruptcy judges to restructure subprime mortgage debt for primary residences; lobbied the bill to help prevent older homeowners from losing their homes to foreclosure. HOUSING-PUBLIC S 2684 - Lobbied the bill to stabilize the funding formula for Section 8 Vouchers to provide more affordable housing options for our members and their families. HOUSING-PUBLIC S 2684 - Lobbied the bill to stabilize the funding formula for Section 8 Vouchers to provide more affordable housing options for our members and their families. HOUSING-PUBLIC S 2684 - Lobbied the bill to stabilize the funding formula for Section 8 Vouchers to provide more affordable housing options for our members and their families. REVERSE MORTGAGES HR 1852/S 2338 (HOUSE) - Lobbied to expand the FHA-insured reverse mortgage program while limiting origination fees charged by lenders. REVERSE MORTGAGES S 2490 - Working in support of this bill to better prevent reverse mortgage borrowers from fraud and abuse. REVERSE MORTGAGES HR 1852/S 2338 (HOUSE) - Lobbied to expand the FHA-insured reverse mortgage program while limiting origination fees charged by lenders. REVERSE MORTGAGES S 2490 - Working in support of this bill to better prevent reverse mortgage borrowers from fraud and abuse. REVERSE MORTGAGES HR 1852/S 2338 (HOUSE) - Lobbied to expand the FHA-insured reverse mortgage program while limiting origination fees charged by lenders. REVERSE MORTGAGES S 2490 - Working in support of this bill to better prevent reverse mortgage borrowers from fraud and abuse. REVERSE MORTGAGES S 2490 (HOUSE) - Working in support of this bill to better prevent reverse mortgage borrowers from fraud and abuse.

S 623/HR 1038 (Access to Life Saving Medicine Act), HR 1956 (Patient Protection and Innovative Biologic Medicines Act of 2007), HR 5629 (Pathway for Biosimilars Act) - Lobbied to ensure that Waxman Biogenerics legislation is enacted particularly provisions related to ensuring a safe, effective pathway for the approval of comparable, interchangeable biologics. HR 1902 (Protecting Consumer Access to Generic Drugs Act of 2007)/ S 316 (Preserve Access to Affordable Generics Act -Provisions related to preventing abuses in patent settlements between generic and brand name prescription drug manufactures. S 1145 Patient Reform Act of 2007- Ensuring that the existing inequitable conduct provisions in Patent Law Act are not weakened. Discussion regarding prescription drug affordability (no Bill). S 3230 Labor/HHS/Education Appropriations FY 2009 - Lobbying for spending levels for Rx comparative effectiveness and to reduce FDA generic drug processing backlog.

S 623, HR 1038, HR 1956, HR 5629-Lobbied to ensure that Waxman biogenerics legislation is enacted particularly provisions related to ensuring a safe, effective pathway for the approval of comparable, interchangeable biologics. HR 1902/ S 316-Provisions related to preventing abuses in patent settlements between generic and brand name prescription drug manufactures. S 1145-Ensuring that the existing inequitable conduct provisions in Patent Law Act are not weakened. S 242-Lobbied to ensure the passage of legislation that would create a safe system of prescription drug importation. Discussion regarding prescription drug affordability.

S 623, HR 1038, HR 1956, HR 5629-Lobbied to ensure that Waxman biogenerics legislation is enacted particularly provisions related to ensuring a safe, effective pathway for the approval of comparable, interchangeable biologics. HR 1902/ S 316-Provisions related to preventing abuses in patent settlements between generic and brand name prescription drug manufactures. S 1145-Ensuring that the existing inequitable conduct provisions in Patent Law Act are not weakened. S 242-Lobbied to ensure the passage of legislation that would create a safe system of prescription drug importation. Discussion regarding prescription drug affordability.

S 623/HR 1038 (Access to Life Saving Medicine Act), HR 1956 (Patient Protection and Innovative Biologic Medicines Act of 2007), HR 5629 (Pathway for Biosimilars Act) - Lobbied to ensure that Waxman Biogenerics legislation is enacted particularly provisions related to ensuring a safe, effective pathway for the approval of comparable, interchangeable biologics. HR 1902 (Protecting Consumer Access to Generic Drugs Act of 2007)/ S 316 (Preserve Access to Affordable Generics Act -Provisions related to preventing abuses in patent settlements between generic and brand name prescription drug manufactures. S 1145 Patient Reform Act of 2007- Ensuring that the existing inequitable conduct provisions in Patent Law Act are not weakened. Discussion regarding prescription drug affordability (no Bill). S 3230 Labor/HHS/Education Appropriations FY 2009 - Lobbying for spending levels for Rx comparative effectiveness and to reduce FDA generic drug processing backlog.

HR 2167/ S 1141 Automatic IRA Act of 2007 - Provisions related to establishing an auto IRA for workers not covered by pension plan. HR 5140 Recovery Rebates and Economic Stimulus for the American People Act of 2008 - Discussed implementation of the economic stimulus package, including rebates for older Americans and IRS funding for implementation. Lobbied for long-term financial security (no bill). S 2063/HR 3655- Bipartisan Task Force for Responsible Fiscal Action Act of 2007 Senate Budget: Entitlement Task Force (could cut Social Security and Medicare benefits). Discussed options to strengthen and improve long term financing and operations of social security program (no Bill). Lobbying for increased spending to reduce SSA disability claim backlog (no Bill). Discussed increased bankruptcy among 50+ population (no Bill). HR 3765 Defined Contribution Plan Fee Transparency Act of 2007, S 2473 Defined Contribution Fee Disclosure Act of 2007, HR 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 - Amends the Employee Retirement Income Security Act of 1974 (ERISA) to prohibit an administrator of an individual account plan that includes a qualified cash or deferred arrangement to enter into any contract for services to the plan without a written statement that identifies who will be performing such services, describes each such service, and specifies the expected total annual cost of such services. Requires the Secretary of Labor to prescribe a model statement that may be used for purposes of satisfying such requirements. Limits the requirements for such a statement to contracts for services if the total cost for such services equals or exceeds $1,000. Discussed AARP's concerns about garnishment of Social Security checks by banks and payday lenders and check cashers. S 3230 Labor/HHS/Education Appropriations FY 2009 - Lobbied for increased spending to reduce SSA disability claim backlog and in opposition to certain e-verify provisions without sufficient funding. HR 3654 Safe Commission Act - All provisions related to strengthening Social Security and Medicare and reducing health care costs. S 2794 Senior Investor Protection Act - Lobbied in favor of provisions related to protecting older Americans from fraudulent and misleading marketing practices. HR 7327 The Worker, Retiree and Employer Recovery Act of 2008 - Lobbied in favor of providing sponsors of traditional pension plans funding relief from certain funding provisions enacted in the Pension Protection Act of 2006 and to permit asset smoothing. Lobbied in favor of legislative proposals that would provide relief from the mandatory distribution rules that require individuals 701/2 years of age or older to withdraw certain amounts from tax deferred retirement savings accounts annually. Discussed the need for bipartisan action on long-term financial security.

HR 5140 Tax Relief, urging vote for Recovery Rebates and Economic Stimulus for the American People Act of 2008. HR 2167/ S 1141 Automatic IRA of 2007- Provisions related to establishing an auto IRA for workers not covered by pension plan. HR 5719 Taxpayer Assistance and Simplification Act of 2008 - Discussed various provisions that could be included in a bill drafted to make the administration of the tax code more effective and efficient. Discussed political, economic and social conditions that would create the conditions necessary to reform the tax code and possible changes that would simplify the tax code and make it more equitable (no Bill). HR 1540 Civil Rights Tax Relief Act of 2007- Provisions related to excluding from gross income amounts received as damages due to discriminatory conduct. HR 6237 Tax Relief for Long-Term Care Act of 2008 - All provisions regarding tax relief for family caregivers and purchasers of LTC insurance, the Tax Relief Act of 2008. S 3032/S 3532 Give Act HR 6283 Reimbursing Our American Drivers (ROAD) Act of 2008 - Lobbied in favor of allowing non-profit organizations to reimburse volunteers (without income tax consequences for mileage driven for charitable purposes up to the business mileage rate, and increasing the mileage deduction allowed for charitable purposes. S 3260 Financial Services and General Government Appropriations, FY 2009 - Lobbied for increased funding for IRS taxpayer assistance programs (Tax Counseling for the Elderly and VITA).

HR 5140 Recovery Rebates and Economic Stimulus for the American People Act of 2008 - Lobbied in favor of including senior rebate in the economic stimulus bill. HR 2167/ S 1141 Automatic IRA of 2007- Provisions related to establishing an auto IRA for workers not covered by pension plan. HR 5719 Taxpayer Assistance and Simplification Act of 2008 - Discussed various provisions that could be included in a bill drafted to make the administration of the tax code more effective and efficient. A general discussion of the political, economic and social conditions that would create the conditions necessary to reform the tax code and possible changes that would simplify the tax code and make it more equitable (no Bill). Meeting with House Small Business Committee to discuss the agenda for the Committee hearing scheduled for April 10, 2008 on small business taxes and impact on retirement security (no Bill). HR 1540 Civil Rights Tax Relief Act of 2007- Provisions related to excluding from gross income amounts received as damages due to discriminatory conduct. HR 6237 Tax Relief for Long-Term Care Act of 2008 - All provisions regarding tax relief for family caregivers and purchasers of LTC insurance, the Tax Relief Act of 2008.

HR 5140- Lobbied in favor of including senior rebate in the economic stimulus bill. HR 2167/ S 114- Provisions related to establishing an auto IRA for workers not covered by pension plan. HR 5719- Discussed various provisions that could be included in a bill drafted to make the administration of the tax code more effective and efficient. A general discussion of the political, economic and social conditions that would create the conditions necessary to reform the tax code and possible changes that would simplify the tax code and make it more equitable. Meeting with tax counsel for the House Small Business Committee to discuss the agenda for the Committee hearing scheduled for April 10, 2008. HR 1540- Provisions related to excluding from gross income amounts received as damages due to discriminatory conduct.

HR 2167/ S 1141 Automatic IRA Act of 2007 - Provisions related to establishing an auto IRA for workers not covered by pension plan. HR 5140 Recovery Rebates and Economic Stimulus for the American People Act of 2008 - Discussed implementation of the economic stimulus package, including rebates for older Americans and IRS funding for implementation. Lobbied for long-term financial security (no bill). S 3230 Labor, HHS, Education, Appropriations - Lobbied for adequate funding for Social Security Administration budget. S 2063/HR 3655- Bipartisan Task Force for Responsible Fiscal Action Act of 2007 Senate Budget: Entitlement Task Force (could cut Social Security and Medicare benefits). Discussed options to strengthen and improve long term financing and operations of social security program (no Bill). Lobbying for increased spending to reduce SSA disability claim backlog (no Bill). Discussed increased bankruptcy among 50+ population (no Bill). HR 3765(Defined Contribution Plan Fee Transparency Act of 2007), S 2473 Defined Contribution Fee Disclosure Act of 2007, HR 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 - Amends the Employee Retirement Income Security Act of 1974 (ERISA) to prohibit an administrator of an individual account plan that includes a qualified cash or deferred arrangement to enter into any contract for services to the plan without a written statement that identifies who will be performing such services, describes each such service, and specifies the expected total annual cost of such services. Requires the Secretary of Labor to prescribe a model statement that may be used for purposes of satisfying such requirements. Limits the requirements for such a statement to contracts for services if the total cost for such services equals or exceeds $1,000. Discussed AARP's concerns about garnishment of Social Security checks by banks and payday lenders and check cashers. HR 2642 Military Construction and Veterans Affairs Appropriations Act - Lobbied for funding for IRS/SSA and from IRS to implement Economic Stimulus Payment. S 3230 Labor/HHS/Education Appropriations FY 2009 - Lobbied for increased spending to reduce SSA disability claim backlog and in opposition to certain e-verify provisions without sufficient funding. HR 3654 Safe Commission Act - All provisions related to strengthening Social Security and Medicare and reducing health care costs. S 2794 Senior Investor Protection Act - Lobbied in favor of provisions related to protecting older Americans from fraudulent and misleading marketing practices.

HR 2167/ S 1141-Provisions related to establishing an auto IRA for workers not covered by pension plan. HR 5140-Discussed implementation of the economic stimulus package, including rebates for seniors and IRS funding for implementation and Medicare legislation to avert a reduction in physician payments and to protect beneficiaries from further increases in Part B premiums. Divided We Fail, an initiative to give voice to millions of Americans who are tired of letting Washington gridlock stand in the way of affordable, quality health care and long-term financial security-the most pressing domestic issues facing our nation. Lobbied for adequate funding for Social Security Administration budget. S 3135-Senate Budget: Entitlement Task Force (could cut Social Security and Medicare benefits). Discussed options to strenthen and improve long term financing and operations of social security program. Lobbying for increased spending to reduce SSA disablity claim backlog.

RETIREMENT INCOME SECURITY (DEPARTMENT OF TREASURY) - Legislation to establish an auto IRA for workers not covered by pension plan. RETIREMENT INCOME SECURITY HR 2167 (HOUSE)- Legislation to establish an auto IRA for workers not covered by pension plan. RETIREMENT INCOME SECURITY HR 2167 (SENATE) - Legislation to establish an auto IRA for workers not covered by pension plan. RETIREMENT INCOME SECURITY S 1141 - Legislation to establish an auto IRA for workers not covered by pension plan. RETIREMENT INCOME SECURITY S 1141 - Legislation to establish an auto IRA for workers not covered by pension plan. RETIREMENT INCOME SECURITY (DEPARTMENT OF TREASURY) - Divided We Fail, an initiative to give voice to millions of Americans who are tired of letting Washington gridlock stand in the way of affordable, quality health care and long-term financial security the most pressing domestic issues facing our nation. RETIREMENT INCOME SECURITY HR 2167 (HOUSE)- Legislation to establish an auto IRA for workers not covered by pension plan. RETIREMENT INCOME SECURITY HR 2167 (SENATE) - Legislation to establish an auto IRA for workers not covered by pension plan. RETIREMENT INCOME SECURITY S 1141 - Legislation to establish an auto IRA for workers not covered by pension plan. RETIREMENT INCOME SECURITY S 1141 (HOUSE) - Legislation to establish an auto IRA for workers not covered by pension plan. RETIREMENT INCOME SECURITY (HOUSE) - Divided We Fail, an initiative to give voice to millions of Americans who are tired of letting Washington gridlock stand in the way of affordable, quality health care and long-term financial security the most pressing domestic issues facing our nation. RETIREMENT INCOME SECURITY (DEPARTMENT OF TREASURY) - Legislation to establish an auto IRA for workers not covered by pension plan. RETIREMENT INCOME SECURITY HR 2167 (HOUSE)- Legislation to establish an auto IRA for workers not covered by pension plan. RETIREMENT INCOME SECURITY HR 2167 (HOUSE)- Legislation to establish an auto IRA for workers not covered by pension plan. RETIREMENT INCOME SECURITY HR 2167 (SENATE) - Legislation to establish an auto IRA for workers not covered by pension plan. RETIREMENT INCOME SECURITY HR 2167 (HOUSE)- Legislation to establish an auto IRA for workers not covered by pension plan. RETIREMENT INCOME SECURITY S 1141 - Legislation to establish an auto IRA for workers not covered by pension plan. RETIREMENT INCOME SECURITY S 1141 - Legislation to establish an auto IRA for workers not covered by pension plan. RETIREMENT INCOME SECURITY S 1141 (HOUSE) - Legislation to establish an auto IRA for workers not covered by pension plan. RETIREMENT INCOME SECURITY S 1141 - Legislation to establish an auto IRA for workers not covered by pension plan. RETIREMENT INCOME SECURITY HR 2167 (HOUSE)- Legislation to establish an auto IRA for workers not covered by pension plan. RETIREMENT INCOME SECURITY (HOUSE) - Divided We Fail, an initiative to give voice to millions of Americans who are tired of letting Washington gridlock stand in the way of affordable, quality health care and long-term financial security the most pressing domestic issues facing our nation. RETIREMENT INCOME SECURITY HR 2167/S 1141 (HOUSE) - Legislation to establish an auto IRA for workers not covered by pension plan. RETIREMENT INCOME SECURITY S 1141 - Legislation to establish an auto IRA for workers not covered by pension plan. RETIREMENT INCOME SECURITY HR 5140 (SENATE) - Discussed implementation of the economic stimulus package, and Medicare legislation to avert a reduction in physician payments and to protect beneficiaries from further increases in the Part B premium. RETIREMENT INCOME SECURITY (HOUSE) - Divided We Fail, an initiative to give voice to millions of Americans who are tired of letting Washington gridlock stand in the way of affordable, quality health care and long-term financial security the most pressing domestic issues facing our nation. SOCIAL SECURITY (HOUSE) - Lobbied for adequate funding for SSA budget. SOCIAL SECURITY (HOUSE) - Lobbied for adequate funding for SSA budget. SOCIAL SECURITY (INTERNAL REVENUE SERVICE) HR 5140 - Lobbying for senior rebate in stimulus, including funding for IRS to implement. SOCIAL SECURITY HR 5140 (HOUSE) - Lobbying for senior rebate in stimulus, including funding for IRS to implement. SOCIAL SECURITY HR 5140 (SENATE) - Lobbying for senior rebate in stimulus, including funding for IRS to implement. SOCIAL SECURITY S 3135 - Senate Budget: Entitlement Task Force ( could cut Social Security and Medicare benefits) SOCIAL SECURITY (HOUSE) - Discussed options to strengthen and improve long term financing and operations of program SOCIAL SECURITY (SENATE) - Discussed options to strengthen and improve long term financing and operations of program SOCIAL SECURITY HR 5140 (HOUSE) - Lobbying for senior rebate in stimulus, including funding for IRS to implement. SOCIAL SECURITY HR 5140 (SENATE) - Lobbying for senior rebate in stimulus, including funding for IRS to implement. SOCIAL SECURITY (INTERNAL REVENUE SERVICE) HR 5140 - Lobbying for senior rebate in stimulus, including funding for IRS to implement. SOCIAL SECURITY S 3135 - Senate Budget: Entitlement Task Force ( could cut Social Security and Medicare benefits) SOCIAL SECURITY (SENATE) - Discussed options to strengthen and improve long term financing and operations of program SOCIAL SECURITY (HOUSE) - Discussed options to strengthen and improve long term financing and operations of program SOCIAL SECURITY S 3135 - Senate Budget: Entitlement Task Force ( could cut Social Security and Medicare benefits) SOCIAL SECURITY (INTERNAL REVENUE SERVICE) HR 5140 - Lobbying for senior rebate in stimulus, including funding for IRS to implement. SOCIAL SECURITY HR 5140 (HOUSE) - Lobbying for senior rebate in stimulus, including funding for IRS to implement. SOCIAL SECURITY HR 5140 (SENATE) - Lobbying for senior rebate in stimulus, including funding for IRS to implement. SOCIAL SECURITY (INTERNAL REVENUE SERVICE) HR 5140 - Lobbying for senior rebate in stimulus, including funding for IRS to implement. SOCIAL SECURITY HR 5140 (SENATE) - Lobbying for senior rebate in stimulus, including funding for IRS to implement. SOCIAL SECURITY (HOUSE) - Lobbying for increased spending to reduce SSA disability claim backlog. SOCIAL SECURITY (SENATE) - Lobbying for increased spending to reduce SSA disability claim backlog.

TAX REFORM HR 5140 - (HOUSE)Lobbied in favor of including senior rebate in the stimulus bill. TAX REFORM HR 5140 (SENATE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX REFORM HR 5140 - (HOUSE) Lobbied in favor of including senior rebate in the stimulus bill. TAX REFORM HR 2167 - Legislation to establish an auto IRA for workers not covered by pension plan. TAX REFORM HR 5140 (HOUSE)- Lobbied in favor of including senior rebate in the stimulus bill. TAX REFORM HR 5140 (SENATE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX REFORM HR 5719 - A discussion of the various provisions that could be included in a bill drafted to make the administration of the tax code more effective and efficient. TAX REFORM HR 2167 (SENATE) - Legislation to establish an auto IRA for workers not covered by pension plan. TAX REFORM S 1141 (SENATE) - Legislation to establish an auto IRA for workers not covered by pension plan. TAX REFORM S 1141 (HOUSE) - Legislation to establish an auto IRA for workers not covered by pension plan. TAX REFORM HR 2167 (SENATE) - Legislation to establish an auto IRA for workers not covered by pension plan. TAX REFORM HR 2167 (HOUSE) - Legislation to establish an auto IRA for workers not covered by pension plan. TAX REFORM HR 5140 - (HOUSE)Lobbied in favor of including senior rebate in the stimulus bill. TAX REFORM HR 5140 (SENATE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX REFORM HR 5719 - A discussion of the various provisions that could be included in a bill drafted to make the administration of the tax code more effective and efficient. TAX REFORM S 1141 (HOUSE) - Legislation to establish an auto IRA for workers not covered by pension plan. TAX REFORM S 1141 (SENATE) - Legislation to establish an auto IRA for workers not covered by pension plan. TAX REFORM HR 2167 (HOUSE) - Legislation to establish an auto IRA for workers not covered by pension plan. TAX REFORM HR 2167 (SENATE) - Legislation to establish an auto IRA for workers not covered by pension plan. TAX REFORM HR 5140 (SENATE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX REFORM HR 5140 (HOUSE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX REFORM S 1141 (SENATE) - Legislation to establish an auto IRA for workers not covered by pension plan. TAX REFORM S 1141 (HOUSE) - Legislation to establish an auto IRA for workers not covered by pension plan. TAX REFORM (HOUSE) - A general discussion of the political, economic and social conditions that would create the conditions necessary to reform the tax code and possible changes that would simplify the tax code and make it more equitable. TAX REFORM (SENATE) - A general discussion of the political, economic and social conditions that would create the conditions necessary to reform the tax code and possible changes that would simplify the tax code and make it more equitable. TAX REFORM (HOUSE) - Meeting with tax counsel for the House Small Business Committee to discuss the agenda for the Committee hearing scheduled for April 10, 2008. TAX REFORM HR 1540 - To exclude from gross income amounts received as damages due to discriminatory conduct TAX REFORM HR 5719 - A discussion of the various provisions that could be included in a bill drafted to make the administration of the tax code more effective and efficient. TAX REFORM-SAVINGS INCENTIVES HR 5140 (SENATE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX REFORM-SAVINGS INCENTIVES HR 5140 (HOUSE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX REFORM-SAVINGS INCENTIVES HR 5140 (HOUSE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX REFORM-SAVINGS INCENTIVES HR 5140 (SENATE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX REFORM-SAVINGS INCENTIVES HR 5140 (SENATE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX REFORM-SAVINGS INCENTIVES HR 5140 (SENATE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX REFORM-SAVINGS INCENTIVES HR 5140 (HOUSE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX REFORM-SAVINGS INCENTIVES HR 5140 (HOUSE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX REFORM-SAVINGS INCENTIVES HR 5140 (SENATE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX REFORM-SAVINGS INCENTIVES HR 5140 (HOUSE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX REFORM-SAVINGS INCENTIVES HR 5140 (SENATE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX RELIEF HR 5140 (SENATE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX RELIEF HR 5140 (HOUSE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX RELIEF HR 5140 (SENATE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX RELIEF HR 5140 (HOUSE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX RELIEF HR 5140 (SENATE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX RELIEF HR 5140 (HOUSE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX RELIEF HR 5140 (HOUSE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX RELIEF HR 5140 (SENATE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX RELIEF HR 5140 (SENATE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX RELIEF HR 5140 (SENATE) - Urging vote for Recovery Rebates and Economic Stimulus for the American People Act of 2008 (H.R. 5140) TAX RELIEF HR 5140 (SENATE) - Letters and discussions to support passage of Economic Stimulus Bill to ensure that it includes stimulus payments for older Americans who are eligible to receive one. TAX RELIEF HR 5140 (HOUSE) - Letters and discussions to support passage of Economic Stimulus Bill to ensure that it includes stimulus payments for older Americans who are eligible to receive one.

HR 2167/ S 1141 Automatic IRA Act of 2007 - Provisions related to establishing an auto IRA for workers not covered by pension plan. HR 5140 Recovery Rebates and Economic Stimulus for the American People Act of 2008 - Discussed implementation of the economic stimulus package, including rebates for seniors and IRS funding for implementation. Divided We Fail, an initiative to give voice to millions of Americans who are tired of letting Washington gridlock stand in the way of affordable, quality health care and long-term financial security-the most pressing domestic issues facing our nation. Lobbied for adequate funding for Social Security Administration budget. S 2063/HR 3655- Bipartisan Task Force for Responsible Fiscal Action Act of 2007 Senate Budget: Entitlement Task Force (could cut Social Security and Medicare benefits). Discussed options to strengthen and improve long term financing and operations of social security program (no Bill). Lobbying for increased spending to reduce SSA disability claim backlog (no Bill). Discussed increased bankruptcy among 50+ population (no Bill). HR 3185, HR 3765(Defined Contribution Plan Fee Transparency Act of 2007), S 2473 Defined Contribution Fee Disclosure Act of 2007- HR 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 - Amends the Employee Retirement Income Security Act of 1974 9 (ERISA) to prohibit an administrator of an individual account plan that includes a qualified cash or deferred arrangement to enter into any contract for services to the plan without a written statement that identifies who will be performing such services, describes each such service, and specifies the expected total annual cost of such services. Requires the Secretary of Labor to prescribe a model statement that may be used for purposes of satisfying such requirements. Limits the requirements for such a statement to contracts for services if the total cost for such services equals or exceeds $1,000. Discussed AARP's concerns about garnishment of Social Security checks by banks and payday lenders and check cashers. HR 2642 - Lobbying for funding for IRS/SSA and from IRS to implement Economic Stimulus Payment. S 3230 Labor/HHS/Education Appropriations FY 2009 - Lobbied for increased spending to reduce SSA disability claim backlog and in opposition to certain e-verify provisions without sufficient funding. HR 3654 Safe Act - All provisions related to strengthening Social Security and Medicare and reducing health care costs. S 2794 Senior Investor Protection Act - Lobbied in favor of provisions related to protecting seniors from fraudulent and misleading marketing practices.

Nursing home quality; discussion of provisions (civil monetary penalties and Special Focus Facilities) in nursing home transparency, accountability, and quality bill (Senate). Advance directives and end-of-life care: discussed efforts to educate Medicare beneficiaries about advance directives; discussed, negotiated, and provided input on legislation regarding advance directives under Medicare and Medicaid; portability of advance directives, and public education around advance directives. Special Focus Facilities and disclosure of these facilities; criminal background checks for LTC employees; nursing home quality; poor performing nursing homes, family caregiving, nursing home compliance guidelines, Real Choice Systems Change Grants and family caregiver assessments, Home Health CAHPS, LTC Partnership Program (under Medicaid), Aging and Disability Resource Centers (AoA), health care and the uninsured - steps HHS is taking to address this, Medicare Medical Adult Day Care Demonstration. HR 3001 - Shared and discusssed actuarial analysis of the CLASS Act. S 2337/HR 3363 - Discusssed support for Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections. S 1070.S 1577 - Support for both pieces of legislation and strategy for how they might both move forward this year. S 1340 - Discussed a demonstration version of this Medicare chronic care coordination and geriatric assessment bill. HR 1758 - Discussions on bill, including actuarial analysis, provisions and strategy on the bill. S 2708 - Increase the number of professionals trained in geriatrics or gerontology, etc., providing input on legislation and encouraging offices to cosponsor the bill. Discussed draft legislation to make changes to Medicaid HCBS, including the Medicaid state plan option, spousal impoverishment, Medicaid Transformation Grants, etc. HR 1174/S 1174 - Discussed with sponsors' staff potential endorsement of this legislation to require hospitals to report infection rates.

LONG TERM CARE (SENATE) - Senate, nursing home quality: discussion of provisions (civil monetary penalties and Special Focus Facilities) in nursing home transparency, accountability, and quality bill LONG TERM CARE (HOUSE) - Advance directives and end-of-life care: discussed efforts to educate Medicare beneficiaries about advance directives; discussed, negotiated and provided input on legislation regarding advance directives under Medicare and Medicaid, portability of advance directives, and public education around advance directives LONG TERM CARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Special Focus Facilities and disclosure of these facilities; criminal background checks for LTC employees; nursing home quality, poor performing nursing homes, family caregiving, nursing home compliance guidance, Real Choice Systems Change Grants and family caregiver assessments, Home Health CAHPS, LTC Partnership Program (under Medicaid), Aging and Disability Resource Centers (AoA), health care and the uninsured steps HHS is taking to address this, Medicare Medical Adult Day Care Demonstration LONG TERM CARE (SENATE) - Senate, nursing home quality: discussion of provisions (civil monetary penalties and Special Focus Facilities) in nursing home transparency, accountability, and quality bill LONG TERM CARE (HOUSE) - Advance directives and end-of-life care: discussed efforts to educate Medicare beneficiaries about advance directives; discussed, negotiated and provided input on legislation regarding advance directives under Medicare and Medicaid, portability of advance directives, and public education around advance directives LONG TERM CARE HR 3001 - CLASS Act shared and discussed actuarial analysis of the CLASS Act, a bill to create a public insurance program for long-term services and supports LONG TERM CARE HR 3363 - Discussed support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections; focused consumer protections LONG TERM CARE S 1070/S 1577 - Elder Justice Act (S. 1070) and Patient Safety and Abuse Prevention Act (S. 1577): support for both pieces of legislation and strategy for how they might both move forward this year LONG TERM CARE S 1340 - Geriatric Assessment and Chronic Care Coordination Act, discussed a demonstration version of this Medicare chronic care coordination and geriatric assessment bill LONG TERM CARE S 1758 - CLASS ACT - discussions on Class Act, including actuarial analysis, provisions and strategy on the bill. Bill would create a public long-term care financing program. LONG TERM CARE S 2337 - Discussion of and support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections. LONG TERM CARE S 2337/HR 3363 (SENATE) - Discussion of and support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections LONG TERM CARE S 2708 - Caring for an Aging America Act, a health and long-term care workforce bill to increase the number of professionals trained in geriatrics or gerontology, etc., providing input on legislation and encouraging offices to cosponsor the bill LONG TERM CARE (HOUSE) - Advance directives and end-of-life care: discussed efforts to educate Medicare beneficiaries about advance directives; discussed, negotiated and provided input on legislation regarding advance directives under Medicare and Medicaid, portability of advance directives, and public education around advance directives LONG TERM CARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Special Focus Facilities and disclosure of these facilities; criminal background checks for LTC employees; nursing home quality, poor performing nursing homes, family caregiving, nursing home compliance guidance, Real Choice Systems Change Grants and family caregiver assessments, Home Health CAHPS, LTC Partnership Program (under Medicaid), Aging and Disability Resource Centers (AoA), health care and the uninsured steps HHS is taking to address this, Medicare Medical Adult Day Care Demonstration LONG TERM CARE HR 3001 - CLASS Act shared and discussed actuarial analysis of the CLASS Act, a bill to create a public insurance program for long-term services and supports LONG TERM CARE HR 3363 - Discussed support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections; focused consumer protections LONG TERM CARE S 1070/S 1577 - Elder Justice Act (S. 1070) and Patient Safety and Abuse Prevention Act (S. 1577): support for both pieces of legislation and strategy for how they might both move forward this year LONG TERM CARE S 1340 - Geriatric Assessment and Chronic Care Coordination Act, discussed a demonstration version of this Medicare chronic care coordination and geriatric assessment bill LONG TERM CARE S 1758 - CLASS ACT - discussions on Class Act, including actuarial analysis, provisions and strategy on the bill. Bill would create a public long-term care financing program. LONG TERM CARE S 2337 - Discussion of and support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections. LONG TERM CARE S 2337/HR 3363 (SENATE) - Discussion of and support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections LONG TERM CARE S 2708 - Caring for an Aging America Act, a health and long-term care workforce bill to increase the number of professionals trained in geriatrics or gerontology, etc., providing input on legislation and encouraging offices to cosponsor the bill LONG TERM CARE (HOUSE) - Advance directives and end-of-life care: discussed efforts to educate Medicare beneficiaries about advance directives; discussed, negotiated and provided input on legislation regarding advance directives under Medicare and Medicaid, portability of advance directives, and public education around advance directives LONG TERM CARE (SENATE) - Senate, nursing home quality: discussion of provisions (civil monetary penalties and Special Focus Facilities) in nursing home transparency, accountability, and quality bill LONG TERM CARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Special Focus Facilities and disclosure of these facilities; criminal background checks for LTC employees; nursing home quality, poor performing nursing homes, family caregiving, nursing home compliance guidance, Real Choice Systems Change Grants and family caregiver assessments, Home Health CAHPS, LTC Partnership Program (under Medicaid), Aging and Disability Resource Centers (AoA), health care and the uninsured steps HHS is taking to address this, Medicare Medical Adult Day Care Demonstration LONG TERM CARE HR 3001 - CLASS Act shared and discussed actuarial analysis of the CLASS Act, a bill to create a public insurance program for long-term services and supports LONG TERM CARE HR 3363 - Discussed support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections; focused consumer protections LONG TERM CARE S 1070/S 1577 - Elder Justice Act (S. 1070) and Patient Safety and Abuse Prevention Act (S. 1577): support for both pieces of legislation and strategy for how they might both move forward this year LONG TERM CARE S 1758 - CLASS ACT - discussions on Class Act, including actuarial analysis, provisions and strategy on the bill. Bill would create a public long-term care financing program. LONG TERM CARE S 2337/HR 3363 (SENATE) - Discussion of and support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections LONG TERM CARE S 1340 - Geriatric Assessment and Chronic Care Coordination Act, discussed a demonstration version of this Medicare chronic care coordination and geriatric assessment bill LONG TERM CARE S 2337 - Discussion of and support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections. LONG TERM CARE (HOUSE) - Advance directives and end-of-life care: discussed efforts to educate Medicare beneficiaries about advance directives; discussed, negotiated and provided input on legislation regarding advance directives under Medicare and Medicaid, portability of advance directives, and public education around advance directives LONG TERM CARE (SENATE) - Senate, nursing home quality: discussion of provisions (civil monetary penalties and Special Focus Facilities) in nursing home transparency, accountability, and quality bill LONG TERM CARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Special Focus Facilities and disclosure of these facilities; criminal background checks for LTC employees; nursing home quality, poor performing nursing homes, family caregiving, nursing home compliance guidance, Real Choice Systems Change Grants and family caregiver assessments, Home Health CAHPS, LTC Partnership Program (under Medicaid), Aging and Disability Resource Centers (AoA), health care and the uninsured steps HHS is taking to address this, Medicare Medical Adult Day Care Demonstration LONG TERM CARE HR 3001 - CLASS Act shared and discussed actuarial analysis of the CLASS Act, a bill to create a public insurance program for long-term services and supports LONG TERM CARE HR 3363 - Discussed support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections; focused consumer protections LONG TERM CARE S 1758 - CLASS ACT - discussions on Class Act, including actuarial analysis, provisions and strategy on the bill. Bill would create a public long-term care financing program. LONG TERM CARE S 2337/HR 3363 (SENATE) - Discussion of and support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections LONG TERM CARE S 1340 - Geriatric Assessment and Chronic Care Coordination Act, discussed a demonstration version of this Medicare chronic care coordination and geriatric assessment bill LONG TERM CARE S 2337 - Discussion of and support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections. LONG TERM CARE S 2708 - Caring for an Aging America Act, a health and long-term care workforce bill to increase the number of professionals trained in geriatrics or gerontology, etc., providing input on legislation and encouraging offices to cosponsor the bill LONG TERM CARE S 1070/S 1577 - Elder Justice Act (S. 1070) and Patient Safety and Abuse Prevention Act (S. 1577): support for both pieces of legislation and strategy for how they might both move forward this year MEDICAID (HOUSE) - Lobbied to adjust budget neutrality requirement in waivers to include costs in both Medicare and Medicaid. MEDICAID (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Filed comment letters on proposed regulations involving cost sharing and flexibility in benefit packages. MEDICAID (SENATE) - Discussed draft legislation to make changes to Medicaid HCBS, including the Medicaid state plan option, spousal impoverishment, Medicaid Transformation Grants, etc. MEDICAID HR 1174 - S1174 Health Hospitals Act discussed with sponsors staff potential endorsement of this legislation to require hospitals to report infection rates. MEDICAID HR 5140 (SENATE) - Recovery Rebates and Economic Stimulus for the American People Act of 2008 supported provisions providing rebates to older Americans who do not file income taxes, and potential for adding provisions to temporarily increase federal funding to state Medicaid programs. MEDICAID HR 5613 - Protecting the Medicaid Safety Net Act support this legislation that places a moratorium on harmful Medicaid regulations. MEDICAID (HOUSE) - Lobbied to adjust budget neutrality requirement in waivers to include costs in both Medicare and Medicaid. MEDICAID (SENATE) - Discussed draft legislation to make changes to Medicaid HCBS, including the Medicaid state plan option, spousal impoverishment, Medicaid Transformation Grants, etc. MEDICAID (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Filed comment letters on proposed regulations involving cost sharing and flexibility in benefit packages. MEDICAID HR 1174 - S1174 Health Hospitals Act discussed with sponsors staff potential endorsement of this legislation to require hospitals to report infection rates. MEDICAID HR 5140 (SENATE) - Recovery Rebates and Economic Stimulus for the American People Act of 2008 supported provisions providing rebates to older Americans who do not file income taxes, and potential for adding provisions to temporarily increase federal funding to state Medicaid programs MEDICAID HR 5613 - Protecting the Medicaid Safety Net Act support this legislation that places a moratorium on harmful Medicaid regulations. MEDICAID (HOUSE) - Lobbied to adjust budget neutrality requirement in waivers to include costs in both Medicare and Medicaid. MEDICAID (SENATE) - Discussed draft legislation to make changes to Medicaid HCBS, including the Medicaid state plan option, spousal impoverishment, Medicaid Transformation Grants, etc. MEDICAID (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Filed comment letters on proposed regulations involving cost sharing and flexibility in benefit packages. MEDICAID HR 1174 - S1174 Health Hospitals Act discussed with sponsors staff potential endorsement of this legislation to require hospitals to report infection rates. MEDICAID HR 5140 (SENATE) - Recovery Rebates and Economic Stimulus for the American People Act of 2008 supported provisions providing rebates to older Americans who do not file income taxes, and potential for adding provisions to temporarily increase federal funding to state Medicaid programs MEDICAID HR 5613 - Protecting the Medicaid Safety Net Act support this legislation that places a moratorium on harmful Medicaid regulations. MEDICAID (HOUSE) - Lobbied to adjust budget neutrality requirement in waivers to include costs in both Medicare and Medicaid. MEDICAID (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Filed comment letters on proposed regulations involving cost sharing and flexibility in benefit packages MEDICAID HR 1174 - S1174 Health Hospitals Act discussed with sponsors staff potential endorsement of this legislation to require hospitals to report infection rates. MEDICAID HR 5140 (SENATE) - Recovery Rebates and Economic Stimulus for the American People Act of 2008 supported provisions providing rebates to older Americans who do not file income taxes, and potential for adding provisions to temporarily increase federal funding to state Medicaid programs MEDICAID HR 5613 - Protecting the Medicaid Safety Net Act support this legislation that places a moratorium on harmful Medicaid regulations. MEDICAID (SENATE) - Discussed draft legislation to make changes to Medicaid HCBS, including the Medicaid state plan option, spousal impoverishment, Medicaid Transformation Grants, etc. MEDICAID (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Medicaid Personal Assistance Services State Plan option discussion of comment letter sending and receipt MEDICARE (SENATE) - Senate Medicare package--AARP advocated for part B premium protection and asset test improvement. MEDICARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Discussed need to strengthen low-income programs by raising asset limits and streamlining rules, and to keep premiums affordable for all beneficiaries. MEDICARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) HR 3363 - Support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections. MEDICARE S.2408 (HOUSE) - S. 2408/HR4296 - Medicare Electronic Medication and Safety Protection (E-MEDS) Act of 2007 support this legislation to require e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not. MEDICARE S.2408 (SENATE) - S. 2408/HR4296 - Medicare Electronic Medication and Safety Protection (E-MEDS) Act of 2007 support this legislation to require e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not. MEDICARE (SENATE) - Senate Medicare package--AARP advocated for part B premium protection and asset test improvement. MEDICARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) HR 3363 - Support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections. MEDICARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) HR3363 - Support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections. MEDICARE S.2408 (HOUSE) - S. 2408/HR4296 - Medicare Electronic Medication and Safety Protection (E-MEDS) Act of 2007 support this legislation to require e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not. MEDICARE S.2408 (SENATE) - S. 2408/HR4296 - Medicare Electronic Medication and Safety Protection (E-MEDS) Act of 2007 support this legislation to require e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not. MEDICARE (SENATE) - Senate Medicare package--AARP advocated for part B premium protection and asset test improvement. MEDICARE (SENATE) - Senate Medicare package--AARP advocated for part B premium protection and asset test improvement. MEDICARE (SENATE) - Senate Medicare package--AARP advocated for part B premium protection and asset test improvement. MEDICARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Discussed need to strengthen low-income programs by raising asset limits and streamlining rules, and to keep premiums affordable for all beneficiaries. MEDICARE (SENATE) - Senate Medicare package--AARP advocated for part B premium protection and asset test improvement. MEDICARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) HR 3363 - Support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections. MEDICARE S.2408 (HOUSE) - S. 2408/HR4296 - Medicare Electronic Medication and Safety Protection (E-MEDS) Act of 2007 support this legislation to require e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not. MEDICARE S.2408 (SENATE) - S. 2408/HR4296 - Medicare Electronic Medication and Safety Protection (E-MEDS) Act of 2007 support this legislation to require e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not. MEDICARE (SENATE) - Senate Medicare package--AARP advocated for part B premium protection and asset test improvement. MEDICARE (SENATE) - Senate Medicare package--AARP advocated for part B premium protection and asset test improvement. MEDICARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Discussed need to strengthen low-income programs by raising asset limits and streamlining rules, and to keep premiums affordable for all beneficiaries. MEDICARE S.2408 (HOUSE) - S. 2408/HR4296 - Medicare Electronic Medication and Safety Protection (E-MEDS) Act of 2007 support this legislation to require e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not. MEDICARE S.2408 (SENATE) - S. 2408/HR4296 - Medicare Electronic Medication and Safety Protection (E-MEDS) Act of 2007 support this legislation to require e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not. MEDICARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) HR 3363 - Support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections. MEDICARE (SENATE) - Senate Medicare package--AARP advocated for part B premium protection and asset test improvement.

HR 3001/ S 1340 - Shared and discusssed actuarial analysis of the CLASS Act regarding creation of a public insurance program for long-term services. S 2337/HR 3363 - Discussion of and support for Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections. S 1070/S 1577 - Support for both pieces of legislation and strategy for how they might both move forward this year. S 1340 - Discussed a demonstration version of this Medicare chronic care coordination and geriatric assessment bill. S 2708 - Provisions related to increasing the number of professionals trained in geriatrics or gerontology, etc., providing input on legislation and encouraging offices to cosponsor the bill. Discussed draft legislation to make changes to Medicaid HCBS, including the Medicaid state plan option, spousal impoverishment, Medicaid Transformation Grants, etc. HR 1174/S 1174 - Discussed with sponsors' staff potential endorsement of this legislation to require hospitals to report infection rates. HR 5140- Supported provisions providing rebates to older Americans who do not file income taxes, and potential for adding provisions to temporarily increase federal funding to state Medicaid programs. HR 5613- Supported this legislation, particularly provisions related to placing a moratorium on harmful Medicaid regulations. Lobbied to adjust budget neutrality requirement in waivers to include costs in both Medicare and Medicaid. Filed comment letters with HHS on proposed regulations involving cost sharing and flexibility in benefit packages. Medicaid Personal Assistance Services State Plan option- discussion of comment letter sending and receipt. Advocated for part B premium protection and asset test improvement. Discussed need to strengthen low-income programs by raising asset limits and streamlining rules, and to keep premiums affordable for all beneficiaries. S 2480/HR 4296- Supported provisions related to requiring e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not. S 2641/ HR 5799 Nursing home quality; discussion of provisions (civil monetary penalties and Special Focus Facilities) in nursing home transparency, accountability, and quality bill. Advance directives and end-of-life care: discussed efforts to educate Medicare beneficiaries about advance directives; discussed, negotiated, and provided input on legislation regarding advance directives under Medicare and Medicaid;portability of advance directives, and public education around advance directives. Special Focus Facilities and disclosure of these facilities; criminal background checks for LTC employees; nursing home quality; poor performing nursing homes, family caregiving, nursing home compliance guidelines, Real Choice Systems Change Grants and family caregiver assessments, Home Health CAHPS, LTC Partnership Program (under Medicaid), Aging and Disability Resource Centers (AoA), health care and the uninsured - steps HHS is taking to address this, Medicare Medical Adult Day Care Demonstration.

HR 3001/ S 1340 - Shared and discusssed actuarial analysis of the CLASS Act regarding creation of a public insurance program for long-term services. S 2337/HR 3363 - Discussion of and support for Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections. S 1070 Elder Justice Act/S 1577 Patient Safety and Abuse Prevention Act of 2007 - Support for both pieces of legislation and strategy for how they might both move forward this year. S 1340 Geriatric Assessment and Chronic Care Coordination Act of 2007- Discussed a demonstration version of this Medicare chronic care coordination and geriatric assessment bill. S 2708 Caring for an Aging America Act of 2008 - Provisions related to increasing the number of professionals trained in geriatrics or gerontology, etc., providing input on legislation and encouraging offices to cosponsor the bill. Discussed draft legislation to make changes to Medicaid HCBS, including the Medicaid state plan option, spousal impoverishment, Medicaid Transformation Grants, etc. HR 1174 Healthy Hospitals Act of 2007- Discussed with sponsors' staff potential endorsement of this legislation to require hospitals to report infection rates. HR 5613 Protecting the Medicaid Safety Net Act of 2008 - Supported this legislation, particularly provisions related to placing a moratorium on seven harmful Medicaid regulations. Lobbied to adjust budget neutrality requirement in waivers to include costs in both Medicare and Medicaid. Medicaid Personal Assistance Services State Plan option- discussion of comment letter sending and receipt. Discussed need to strengthen low-income programs by raising asset limits and streamlining rules, and to keep premiums affordable for all beneficiaries. S 2480/HR 4296 Medicare Electronic Medication and Safety Protection (E-Meds) Act of 2007- Supported provisions related to requiring e-prescribing in Medicare Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not. S 2641/ HR 5799 Nursing Home Quality and Transparency Legislation Act - To protect residents and support for the Nursing Home Transparency and Improvement Act. Discussion of provisions (civil monetary penalties and Special Focus Facilities) in nursing home transparency, accountability, and quality bill. Special Focus Facilities and disclosure of these facilities; criminal background checks for LTC employees; nursing home quality; poor performing nursing homes, family caregiving, nursing home compliance guidelines, Real Choice Systems Change Grants and family caregiver assessments, Home Health CAHPS, LTC Partnership Program (under Medicaid), Aging and Disability Resource Centers (AoA), health care and the uninsured - steps HHS is taking to address this, Medicare Medical Adult Day Care Demonstration. HR 5702 Advance Directive Promotion Act of 2008 - Negotiated provisions on portability of advance directives. HR 2642 - Lobbied for inclusion of Medicaid Regulation Moratoriam in Military Construction and Veterans Affairs Appropriations Act of 2008, and on supplemental appropriations bill. To build support for Medicaid Family Caregiver Assessment Demonstration proposal (no Bill). S 2838/HR 6126 - Input on draft legislation to make arbitration clauses between LTC facilities and their residents or representatives unenforceable; support for this legislation once it was introduced as the Fairness in Nursing Home Arbitration Act, including support letter. Discussion and input on legislation to improve the health/LTC workforce and support family caregivers. Advance directives and end-of-life care, education of the public about these issues, portability, and other issues relating to advance directives. S 1577/HR 3078 - Support for Patient Safety and Abuse Prevention Act (S 1577) and moving the issue forward; provided feedback and in testimony. S 2921 Caring for Wounded Warriors Act of 2008 - Services and supports for family caregivers of certain veterans. Feedback on draft legislation to provide chronic care coordination services to certain Medicare beneficiaries; approaches to improving chronic care for Medicare beneficiaries; discussion of chronic care and Special Needs Plans. S 1102 Part D Equity for Low-Income Seniors Act of 2007- Support for Medicare premium protection and modifications to Medicare Savings Programs/Part D Low-Income Subsidy. S 1758 - Long-term care financing proposals, including the CLASS Act, a public LTC financing program. S. 3164 - Lobbied on Medicare Fraud bill (Martinez and Cornyn) - All provisions related to protecting participants and the Medicare program from fraud and abuse. S. 3118 - Lobbied in opposition to Grassley-McConnell bill - All provisions related to beneficiary access and Medicare improvements, including e-prescribing. S 3101- Urged support of the Medicare Improvements for Patients and Providers Act of 2008 to help improve Medicare. Long Term Care/Reverse Mortgages - To protect consumers when reverse mortgages are used as a LTC financing tool. Green Houses and culture change in LTC facilities. HR 2642 - To keep moratorium on all seven Medicaid regulations in the supplemental appropriations bill. Lobbied on appeal notices for Medicare beneficiaries in Medicare Advantage plans. S 1102 - Lobbied for legislation to increase Medicare Part D LIS. HR 1536 - Lobbied for legislation to increase Medicare Part D LIS asset limits. S 3101/HR 6331 - (Medicare) Lobbied for legislation to protect part B premiums, increase LIS and MSP asset limits, and promote e-prescribing in Medicare. HR 2642 - (Medicaid) Lobbied for inclusion of Medicaid regulation moratorium in Iraq Supplemental.

HR 3001/ S 1340 - Shared and discusssed actuarial analysis of the CLASS Act regarding creation of a public insurance program for long-term services. S 2337/HR 3363 - Discussion of and support for Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections. S 1070 Elder Justice Act/S 1577 Patient Safety and Abuse Prevention Act of 2007 - Support for both pieces of legislation and strategy for how they might both move forward this year. S 1340 Geriatric Assessment and Chronic Care Coordination Act of 2007- Discussed a demonstration version of this Medicare chronic care coordination and geriatric assessment bill. S 2708 Caring for an Aging America Act of 2008 - Provisions related to increasing the number of professionals trained in geriatrics or gerontology, etc., providing input on legislation and encouraging offices to cosponsor the bill. Discussed draft legislation to make changes to Medicaid HCBS, including the Medicaid state plan option, spousal impoverishment, Medicaid Transformation Grants, etc. HR 1174 Healthy Hospitals Act of 2007- Discussed with sponsors' staff potential endorsement of this legislation to require hospitals to report infection rates. HR 5613 Protecting the Medicaid Safety Net Act of 2008 - Supported this legislation, particularly provisions related to placing a moratorium on seven harmful Medicaid regulations. Lobbied to adjust budget neutrality requirement in waivers to include costs in both Medicare and Medicaid. Medicaid Personal Assistance Services State Plan option- discussion of comment letter sending and receipt. Discussed need to strengthen low-income programs by raising asset limits and streamlining rules, and to keep premiums affordable for all beneficiaries. S 2480/HR 4296 Medicare Electronic Medication and Safety Protection (E-Meds) Act of 2007- Supported provisions related to requiring e-prescribing in Medicare Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not. S 2641/ HR 5799 Nursing Home Quality and Transparency Legislation Act - To protect residents and support for the Nursing Home Transparency and Improvement Act. Discussion of provisions (civil monetary penalties and Special Focus Facilities) in nursing home transparency, accountability, and quality bill. Special Focus Facilities and disclosure of these facilities; criminal background checks for LTC employees; nursing home quality; poor performing nursing homes, family caregiving, nursing home compliance guidelines, Real Choice Systems Change Grants and family caregiver assessments, Home Health CAHPS, LTC Partnership Program (under Medicaid), Aging and Disability Resource Centers (AoA), health care and the uninsured - steps HHS is taking to address this, Medicare Medical Adult Day Care Demonstration. HR 5702 Advance Directive Promotion Act of 2008 - Negotiated provisions on portability of advance directives. HR 2642 - Lobbied for inclusion of Medicaid Regulation Moratoriam in Military Construction and Veterans Affairs Appropriations Act of 2008, and on supplemental appropriations bill. To build support for Medicaid Family Caregiver Assessment Demonstration proposal (no Bill). S 2838/HR 6126 - Input on draft legislation to make arbitration clauses between LTC facilities and their residents or representatives unenforceable; support for this legislation once it was introduced as the Fairness in Nursing Home Arbitration Act, including support letter. Discussion and input on legislation to improve the health/LTC workforce and support family caregivers. Advance directives and end-of-life care, education of the public about these issues, portability, and other issues relating to advance directives. S 1577/HR 3078 - Support for Patient Safety and Abuse Prevention Act (S 1577) and moving the issue forward; provided feedback and in testimony. S 2921 Caring for Wounded Warriors Act of 2008 - Services and supports for family caregivers of certain veterans. Feedback on draft legislation to provide chronic care coordination services to certain Medicare beneficiaries; approaches to improving chronic care for Medicare beneficiaries; discussion of chronic care and Special Needs Plans. S 1102 Part D Equity for Low-Income Seniors Act of 2007- Support for Medicare premium protection and modifications to Medicare Savings Programs/Part D Low-Income Subsidy. S 1758 - Long-term care financing proposals, including the CLASS Act, a public LTC financing program. S. 3164 - Lobbied on Medicare Fraud bill (Martinez and Cornyn) - All provisions related to protecting participants and the Medicare program from fraud and abuse. S. 3118 - Lobbied in opposition to Grassley-McConnell bill - All provisions related to beneficiary access and Medicare improvements, including e-prescribing. S 3101- Urged support of the Medicare Improvements for Patients and Providers Act of 2008 to help improve Medicare. Long Term Care/Reverse Mortgages - To protect consumers when reverse mortgages are used as a LTC financing tool. Green Houses and culture change in LTC facilities. HR 2642 - To keep moratorium on all seven Medicaid regulations in the supplemental appropriations bill. Lobbied on appeal notices for Medicare beneficiaries in Medicare Advantage plans. S 1102 - Lobbied for legislation to increase Medicare Part D LIS. HR 1536 - Lobbied for legislation to increase Medicare Part D LIS asset limits. S 3101/HR 6331 - (Medicare) Lobbied for legislation to protect part B premiums, increase LIS and MSP asset limits, and promote e-prescribing in Medicare. HR 2642 - (Medicaid) Lobbied for inclusion of Medicaid regulation moratorium in Iraq Supplemental.

HR 2167/ S 1141 Automatic IRA Act of 2007 - Provisions related to establishing an auto IRA for workers not covered by pension plan. HR 5140 Recovery Rebates and Economic Stimulus for the American People Act of 2008 - Discussed implementation of the economic stimulus package, including rebates for older Americans and IRS funding for implementation. Lobbied for long-term financial security (no bill). S 2063/HR 3655- Bipartisan Task Force for Responsible Fiscal Action Act of 2007 Senate Budget: Entitlement Task Force (could cut Social Security and Medicare benefits). Discussed options to strengthen and improve long term financing and operations of social security program (no Bill). Lobbying for increased spending to reduce SSA disability claim backlog (no Bill). Discussed increased bankruptcy among 50+ population (no Bill). HR 3765 Defined Contribution Plan Fee Transparency Act of 2007, S 2473 Defined Contribution Fee Disclosure Act of 2007, HR 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 - Amends the Employee Retirement Income Security Act of 1974 (ERISA) to prohibit an administrator of an individual account plan that includes a qualified cash or deferred arrangement to enter into any contract for services to the plan without a written statement that identifies who will be performing such services, describes each such service, and specifies the expected total annual cost of such services. Requires the Secretary of Labor to prescribe a model statement that may be used for purposes of satisfying such requirements. Limits the requirements for such a statement to contracts for services if the total cost for such services equals or exceeds $1,000. Discussed AARP's concerns about garnishment of Social Security checks by banks and payday lenders and check cashers. S 3230 Labor/HHS/Education Appropriations FY 2009 - Lobbied for increased spending to reduce SSA disability claim backlog and in opposition to certain e-verify provisions without sufficient funding. HR 3654 Safe Commission Act - All provisions related to strengthening Social Security and Medicare and reducing health care costs. S 2794 Senior Investor Protection Act - Lobbied in favor of provisions related to protecting older Americans from fraudulent and misleading marketing practices. HR 7327 The Worker, Retiree and Employer Recovery Act of 2008 - Lobbied in favor of providing sponsors of traditional pension plans funding relief from certain funding provisions enacted in the Pension Protection Act of 2006 and to permit asset smoothing. Lobbied in favor of legislative proposals that would provide relief from the mandatory distribution rules that require individuals 701/2 years of age or older to withdraw certain amounts from tax deferred retirement savings accounts annually. Discussed the need for bipartisan action on long-term financial security.

HR 2167/ S 1141 Automatic IRA Act of 2007 - Provisions related to establishing an auto IRA for workers not covered by pension plan. HR 5140 Recovery Rebates and Economic Stimulus for the American People Act of 2008 - Discussed implementation of the economic stimulus package, including rebates for older Americans and IRS funding for implementation. Lobbied for long-term financial security (no bill). S 3230 Labor, HHS, Education, Appropriations - Lobbied for adequate funding for Social Security Administration budget. S 2063/HR 3655- Bipartisan Task Force for Responsible Fiscal Action Act of 2007 Senate Budget: Entitlement Task Force (could cut Social Security and Medicare benefits). Discussed options to strengthen and improve long term financing and operations of social security program (no Bill). Lobbying for increased spending to reduce SSA disability claim backlog (no Bill). Discussed increased bankruptcy among 50+ population (no Bill). HR 3765(Defined Contribution Plan Fee Transparency Act of 2007), S 2473 Defined Contribution Fee Disclosure Act of 2007, HR 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 - Amends the Employee Retirement Income Security Act of 1974 (ERISA) to prohibit an administrator of an individual account plan that includes a qualified cash or deferred arrangement to enter into any contract for services to the plan without a written statement that identifies who will be performing such services, describes each such service, and specifies the expected total annual cost of such services. Requires the Secretary of Labor to prescribe a model statement that may be used for purposes of satisfying such requirements. Limits the requirements for such a statement to contracts for services if the total cost for such services equals or exceeds $1,000. Discussed AARP's concerns about garnishment of Social Security checks by banks and payday lenders and check cashers. HR 2642 Military Construction and Veterans Affairs Appropriations Act - Lobbied for funding for IRS/SSA and from IRS to implement Economic Stimulus Payment. S 3230 Labor/HHS/Education Appropriations FY 2009 - Lobbied for increased spending to reduce SSA disability claim backlog and in opposition to certain e-verify provisions without sufficient funding. HR 3654 Safe Commission Act - All provisions related to strengthening Social Security and Medicare and reducing health care costs. S 2794 Senior Investor Protection Act - Lobbied in favor of provisions related to protecting older Americans from fraudulent and misleading marketing practices.

HR 2167/ S 1141 Automatic IRA Act of 2007 - Provisions related to establishing an auto IRA for workers not covered by pension plan. HR 5140 Recovery Rebates and Economic Stimulus for the American People Act of 2008 - Discussed implementation of the economic stimulus package, including rebates for seniors and IRS funding for implementation. Divided We Fail, an initiative to give voice to millions of Americans who are tired of letting Washington gridlock stand in the way of affordable, quality health care and long-term financial security-the most pressing domestic issues facing our nation. Lobbied for adequate funding for Social Security Administration budget. S 2063/HR 3655- Bipartisan Task Force for Responsible Fiscal Action Act of 2007 Senate Budget: Entitlement Task Force (could cut Social Security and Medicare benefits). Discussed options to strengthen and improve long term financing and operations of social security program (no Bill). Lobbying for increased spending to reduce SSA disability claim backlog (no Bill). Discussed increased bankruptcy among 50+ population (no Bill). HR 3185, HR 3765(Defined Contribution Plan Fee Transparency Act of 2007), S 2473 Defined Contribution Fee Disclosure Act of 2007- HR 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 - Amends the Employee Retirement Income Security Act of 1974 9 (ERISA) to prohibit an administrator of an individual account plan that includes a qualified cash or deferred arrangement to enter into any contract for services to the plan without a written statement that identifies who will be performing such services, describes each such service, and specifies the expected total annual cost of such services. Requires the Secretary of Labor to prescribe a model statement that may be used for purposes of satisfying such requirements. Limits the requirements for such a statement to contracts for services if the total cost for such services equals or exceeds $1,000. Discussed AARP's concerns about garnishment of Social Security checks by banks and payday lenders and check cashers. HR 2642 - Lobbying for funding for IRS/SSA and from IRS to implement Economic Stimulus Payment. S 3230 Labor/HHS/Education Appropriations FY 2009 - Lobbied for increased spending to reduce SSA disability claim backlog and in opposition to certain e-verify provisions without sufficient funding. HR 3654 Safe Act - All provisions related to strengthening Social Security and Medicare and reducing health care costs. S 2794 Senior Investor Protection Act - Lobbied in favor of provisions related to protecting seniors from fraudulent and misleading marketing practices.

LONG TERM CARE (SENATE) - Senate, nursing home quality: discussion of provisions (civil monetary penalties and Special Focus Facilities) in nursing home transparency, accountability, and quality bill LONG TERM CARE (HOUSE) - Advance directives and end-of-life care: discussed efforts to educate Medicare beneficiaries about advance directives; discussed, negotiated and provided input on legislation regarding advance directives under Medicare and Medicaid, portability of advance directives, and public education around advance directives LONG TERM CARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Special Focus Facilities and disclosure of these facilities; criminal background checks for LTC employees; nursing home quality, poor performing nursing homes, family caregiving, nursing home compliance guidance, Real Choice Systems Change Grants and family caregiver assessments, Home Health CAHPS, LTC Partnership Program (under Medicaid), Aging and Disability Resource Centers (AoA), health care and the uninsured steps HHS is taking to address this, Medicare Medical Adult Day Care Demonstration LONG TERM CARE (SENATE) - Senate, nursing home quality: discussion of provisions (civil monetary penalties and Special Focus Facilities) in nursing home transparency, accountability, and quality bill LONG TERM CARE (HOUSE) - Advance directives and end-of-life care: discussed efforts to educate Medicare beneficiaries about advance directives; discussed, negotiated and provided input on legislation regarding advance directives under Medicare and Medicaid, portability of advance directives, and public education around advance directives LONG TERM CARE HR 3001 - CLASS Act shared and discussed actuarial analysis of the CLASS Act, a bill to create a public insurance program for long-term services and supports LONG TERM CARE HR 3363 - Discussed support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections; focused consumer protections LONG TERM CARE S 1070/S 1577 - Elder Justice Act (S. 1070) and Patient Safety and Abuse Prevention Act (S. 1577): support for both pieces of legislation and strategy for how they might both move forward this year LONG TERM CARE S 1340 - Geriatric Assessment and Chronic Care Coordination Act, discussed a demonstration version of this Medicare chronic care coordination and geriatric assessment bill LONG TERM CARE S 1758 - CLASS ACT - discussions on Class Act, including actuarial analysis, provisions and strategy on the bill. Bill would create a public long-term care financing program. LONG TERM CARE S 2337 - Discussion of and support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections. LONG TERM CARE S 2337/HR 3363 (SENATE) - Discussion of and support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections LONG TERM CARE S 2708 - Caring for an Aging America Act, a health and long-term care workforce bill to increase the number of professionals trained in geriatrics or gerontology, etc., providing input on legislation and encouraging offices to cosponsor the bill LONG TERM CARE (HOUSE) - Advance directives and end-of-life care: discussed efforts to educate Medicare beneficiaries about advance directives; discussed, negotiated and provided input on legislation regarding advance directives under Medicare and Medicaid, portability of advance directives, and public education around advance directives LONG TERM CARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Special Focus Facilities and disclosure of these facilities; criminal background checks for LTC employees; nursing home quality, poor performing nursing homes, family caregiving, nursing home compliance guidance, Real Choice Systems Change Grants and family caregiver assessments, Home Health CAHPS, LTC Partnership Program (under Medicaid), Aging and Disability Resource Centers (AoA), health care and the uninsured steps HHS is taking to address this, Medicare Medical Adult Day Care Demonstration LONG TERM CARE HR 3001 - CLASS Act shared and discussed actuarial analysis of the CLASS Act, a bill to create a public insurance program for long-term services and supports LONG TERM CARE HR 3363 - Discussed support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections; focused consumer protections LONG TERM CARE S 1070/S 1577 - Elder Justice Act (S. 1070) and Patient Safety and Abuse Prevention Act (S. 1577): support for both pieces of legislation and strategy for how they might both move forward this year LONG TERM CARE S 1340 - Geriatric Assessment and Chronic Care Coordination Act, discussed a demonstration version of this Medicare chronic care coordination and geriatric assessment bill LONG TERM CARE S 1758 - CLASS ACT - discussions on Class Act, including actuarial analysis, provisions and strategy on the bill. Bill would create a public long-term care financing program. LONG TERM CARE S 2337 - Discussion of and support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections. LONG TERM CARE S 2337/HR 3363 (SENATE) - Discussion of and support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections LONG TERM CARE S 2708 - Caring for an Aging America Act, a health and long-term care workforce bill to increase the number of professionals trained in geriatrics or gerontology, etc., providing input on legislation and encouraging offices to cosponsor the bill LONG TERM CARE (HOUSE) - Advance directives and end-of-life care: discussed efforts to educate Medicare beneficiaries about advance directives; discussed, negotiated and provided input on legislation regarding advance directives under Medicare and Medicaid, portability of advance directives, and public education around advance directives LONG TERM CARE (SENATE) - Senate, nursing home quality: discussion of provisions (civil monetary penalties and Special Focus Facilities) in nursing home transparency, accountability, and quality bill LONG TERM CARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Special Focus Facilities and disclosure of these facilities; criminal background checks for LTC employees; nursing home quality, poor performing nursing homes, family caregiving, nursing home compliance guidance, Real Choice Systems Change Grants and family caregiver assessments, Home Health CAHPS, LTC Partnership Program (under Medicaid), Aging and Disability Resource Centers (AoA), health care and the uninsured steps HHS is taking to address this, Medicare Medical Adult Day Care Demonstration LONG TERM CARE HR 3001 - CLASS Act shared and discussed actuarial analysis of the CLASS Act, a bill to create a public insurance program for long-term services and supports LONG TERM CARE HR 3363 - Discussed support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections; focused consumer protections LONG TERM CARE S 1070/S 1577 - Elder Justice Act (S. 1070) and Patient Safety and Abuse Prevention Act (S. 1577): support for both pieces of legislation and strategy for how they might both move forward this year LONG TERM CARE S 1758 - CLASS ACT - discussions on Class Act, including actuarial analysis, provisions and strategy on the bill. Bill would create a public long-term care financing program. LONG TERM CARE S 2337/HR 3363 (SENATE) - Discussion of and support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections LONG TERM CARE S 1340 - Geriatric Assessment and Chronic Care Coordination Act, discussed a demonstration version of this Medicare chronic care coordination and geriatric assessment bill LONG TERM CARE S 2337 - Discussion of and support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections. LONG TERM CARE (HOUSE) - Advance directives and end-of-life care: discussed efforts to educate Medicare beneficiaries about advance directives; discussed, negotiated and provided input on legislation regarding advance directives under Medicare and Medicaid, portability of advance directives, and public education around advance directives LONG TERM CARE (SENATE) - Senate, nursing home quality: discussion of provisions (civil monetary penalties and Special Focus Facilities) in nursing home transparency, accountability, and quality bill LONG TERM CARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Special Focus Facilities and disclosure of these facilities; criminal background checks for LTC employees; nursing home quality, poor performing nursing homes, family caregiving, nursing home compliance guidance, Real Choice Systems Change Grants and family caregiver assessments, Home Health CAHPS, LTC Partnership Program (under Medicaid), Aging and Disability Resource Centers (AoA), health care and the uninsured steps HHS is taking to address this, Medicare Medical Adult Day Care Demonstration LONG TERM CARE HR 3001 - CLASS Act shared and discussed actuarial analysis of the CLASS Act, a bill to create a public insurance program for long-term services and supports LONG TERM CARE HR 3363 - Discussed support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections; focused consumer protections LONG TERM CARE S 1758 - CLASS ACT - discussions on Class Act, including actuarial analysis, provisions and strategy on the bill. Bill would create a public long-term care financing program. LONG TERM CARE S 2337/HR 3363 (SENATE) - Discussion of and support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections LONG TERM CARE S 1340 - Geriatric Assessment and Chronic Care Coordination Act, discussed a demonstration version of this Medicare chronic care coordination and geriatric assessment bill LONG TERM CARE S 2337 - Discussion of and support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections. LONG TERM CARE S 2708 - Caring for an Aging America Act, a health and long-term care workforce bill to increase the number of professionals trained in geriatrics or gerontology, etc., providing input on legislation and encouraging offices to cosponsor the bill LONG TERM CARE S 1070/S 1577 - Elder Justice Act (S. 1070) and Patient Safety and Abuse Prevention Act (S. 1577): support for both pieces of legislation and strategy for how they might both move forward this year MEDICAID (HOUSE) - Lobbied to adjust budget neutrality requirement in waivers to include costs in both Medicare and Medicaid. MEDICAID (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Filed comment letters on proposed regulations involving cost sharing and flexibility in benefit packages. MEDICAID (SENATE) - Discussed draft legislation to make changes to Medicaid HCBS, including the Medicaid state plan option, spousal impoverishment, Medicaid Transformation Grants, etc. MEDICAID HR 1174 - S1174 Health Hospitals Act discussed with sponsors staff potential endorsement of this legislation to require hospitals to report infection rates. MEDICAID HR 5140 (SENATE) - Recovery Rebates and Economic Stimulus for the American People Act of 2008 supported provisions providing rebates to older Americans who do not file income taxes, and potential for adding provisions to temporarily increase federal funding to state Medicaid programs. MEDICAID HR 5613 - Protecting the Medicaid Safety Net Act support this legislation that places a moratorium on harmful Medicaid regulations. MEDICAID (HOUSE) - Lobbied to adjust budget neutrality requirement in waivers to include costs in both Medicare and Medicaid. MEDICAID (SENATE) - Discussed draft legislation to make changes to Medicaid HCBS, including the Medicaid state plan option, spousal impoverishment, Medicaid Transformation Grants, etc. MEDICAID (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Filed comment letters on proposed regulations involving cost sharing and flexibility in benefit packages. MEDICAID HR 1174 - S1174 Health Hospitals Act discussed with sponsors staff potential endorsement of this legislation to require hospitals to report infection rates. MEDICAID HR 5140 (SENATE) - Recovery Rebates and Economic Stimulus for the American People Act of 2008 supported provisions providing rebates to older Americans who do not file income taxes, and potential for adding provisions to temporarily increase federal funding to state Medicaid programs MEDICAID HR 5613 - Protecting the Medicaid Safety Net Act support this legislation that places a moratorium on harmful Medicaid regulations. MEDICAID (HOUSE) - Lobbied to adjust budget neutrality requirement in waivers to include costs in both Medicare and Medicaid. MEDICAID (SENATE) - Discussed draft legislation to make changes to Medicaid HCBS, including the Medicaid state plan option, spousal impoverishment, Medicaid Transformation Grants, etc. MEDICAID (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Filed comment letters on proposed regulations involving cost sharing and flexibility in benefit packages. MEDICAID HR 1174 - S1174 Health Hospitals Act discussed with sponsors staff potential endorsement of this legislation to require hospitals to report infection rates. MEDICAID HR 5140 (SENATE) - Recovery Rebates and Economic Stimulus for the American People Act of 2008 supported provisions providing rebates to older Americans who do not file income taxes, and potential for adding provisions to temporarily increase federal funding to state Medicaid programs MEDICAID HR 5613 - Protecting the Medicaid Safety Net Act support this legislation that places a moratorium on harmful Medicaid regulations. MEDICAID (HOUSE) - Lobbied to adjust budget neutrality requirement in waivers to include costs in both Medicare and Medicaid. MEDICAID (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Filed comment letters on proposed regulations involving cost sharing and flexibility in benefit packages MEDICAID HR 1174 - S1174 Health Hospitals Act discussed with sponsors staff potential endorsement of this legislation to require hospitals to report infection rates. MEDICAID HR 5140 (SENATE) - Recovery Rebates and Economic Stimulus for the American People Act of 2008 supported provisions providing rebates to older Americans who do not file income taxes, and potential for adding provisions to temporarily increase federal funding to state Medicaid programs MEDICAID HR 5613 - Protecting the Medicaid Safety Net Act support this legislation that places a moratorium on harmful Medicaid regulations. MEDICAID (SENATE) - Discussed draft legislation to make changes to Medicaid HCBS, including the Medicaid state plan option, spousal impoverishment, Medicaid Transformation Grants, etc. MEDICAID (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Medicaid Personal Assistance Services State Plan option discussion of comment letter sending and receipt MEDICARE (SENATE) - Senate Medicare package--AARP advocated for part B premium protection and asset test improvement. MEDICARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Discussed need to strengthen low-income programs by raising asset limits and streamlining rules, and to keep premiums affordable for all beneficiaries. MEDICARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) HR 3363 - Support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections. MEDICARE S.2408 (HOUSE) - S. 2408/HR4296 - Medicare Electronic Medication and Safety Protection (E-MEDS) Act of 2007 support this legislation to require e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not. MEDICARE S.2408 (SENATE) - S. 2408/HR4296 - Medicare Electronic Medication and Safety Protection (E-MEDS) Act of 2007 support this legislation to require e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not. MEDICARE (SENATE) - Senate Medicare package--AARP advocated for part B premium protection and asset test improvement. MEDICARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) HR 3363 - Support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections. MEDICARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) HR3363 - Support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections. MEDICARE S.2408 (HOUSE) - S. 2408/HR4296 - Medicare Electronic Medication and Safety Protection (E-MEDS) Act of 2007 support this legislation to require e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not. MEDICARE S.2408 (SENATE) - S. 2408/HR4296 - Medicare Electronic Medication and Safety Protection (E-MEDS) Act of 2007 support this legislation to require e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not. MEDICARE (SENATE) - Senate Medicare package--AARP advocated for part B premium protection and asset test improvement. MEDICARE (SENATE) - Senate Medicare package--AARP advocated for part B premium protection and asset test improvement. MEDICARE (SENATE) - Senate Medicare package--AARP advocated for part B premium protection and asset test improvement. MEDICARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Discussed need to strengthen low-income programs by raising asset limits and streamlining rules, and to keep premiums affordable for all beneficiaries. MEDICARE (SENATE) - Senate Medicare package--AARP advocated for part B premium protection and asset test improvement. MEDICARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) HR 3363 - Support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections. MEDICARE S.2408 (HOUSE) - S. 2408/HR4296 - Medicare Electronic Medication and Safety Protection (E-MEDS) Act of 2007 support this legislation to require e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not. MEDICARE S.2408 (SENATE) - S. 2408/HR4296 - Medicare Electronic Medication and Safety Protection (E-MEDS) Act of 2007 support this legislation to require e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not. MEDICARE (SENATE) - Senate Medicare package--AARP advocated for part B premium protection and asset test improvement. MEDICARE (SENATE) - Senate Medicare package--AARP advocated for part B premium protection and asset test improvement. MEDICARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Discussed need to strengthen low-income programs by raising asset limits and streamlining rules, and to keep premiums affordable for all beneficiaries. MEDICARE S.2408 (HOUSE) - S. 2408/HR4296 - Medicare Electronic Medication and Safety Protection (E-MEDS) Act of 2007 support this legislation to require e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not. MEDICARE S.2408 (SENATE) - S. 2408/HR4296 - Medicare Electronic Medication and Safety Protection (E-MEDS) Act of 2007 support this legislation to require e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not. MEDICARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) HR 3363 - Support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections. MEDICARE (SENATE) - Senate Medicare package--AARP advocated for part B premium protection and asset test improvement.

HR 3001/ S 1340 - Shared and discusssed actuarial analysis of the CLASS Act regarding creation of a public insurance program for long-term services. S 2337/HR 3363 - Discussion of and support for Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections. S 1070 Elder Justice Act/S 1577 Patient Safety and Abuse Prevention Act of 2007 - Support for both pieces of legislation and strategy for how they might both move forward this year. S 1340 Geriatric Assessment and Chronic Care Coordination Act of 2007- Discussed a demonstration version of this Medicare chronic care coordination and geriatric assessment bill. S 2708 Caring for an Aging America Act of 2008 - Provisions related to increasing the number of professionals trained in geriatrics or gerontology, etc., providing input on legislation and encouraging offices to cosponsor the bill. Discussed draft legislation to make changes to Medicaid HCBS, including the Medicaid state plan option, spousal impoverishment, Medicaid Transformation Grants, etc. HR 1174 Healthy Hospitals Act of 2007- Discussed with sponsors' staff potential endorsement of this legislation to require hospitals to report infection rates. HR 5613 Protecting the Medicaid Safety Net Act of 2008 - Supported this legislation, particularly provisions related to placing a moratorium on seven harmful Medicaid regulations. Lobbied to adjust budget neutrality requirement in waivers to include costs in both Medicare and Medicaid. Medicaid Personal Assistance Services State Plan option- discussion of comment letter sending and receipt. Discussed need to strengthen low-income programs by raising asset limits and streamlining rules, and to keep premiums affordable for all beneficiaries. S 2480/HR 4296 Medicare Electronic Medication and Safety Protection (E-Meds) Act of 2007- Supported provisions related to requiring e-prescribing in Medicare Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not. S 2641/ HR 5799 Nursing Home Quality and Transparency Legislation Act - To protect residents and support for the Nursing Home Transparency and Improvement Act. Discussion of provisions (civil monetary penalties and Special Focus Facilities) in nursing home transparency, accountability, and quality bill. Special Focus Facilities and disclosure of these facilities; criminal background checks for LTC employees; nursing home quality; poor performing nursing homes, family caregiving, nursing home compliance guidelines, Real Choice Systems Change Grants and family caregiver assessments, Home Health CAHPS, LTC Partnership Program (under Medicaid), Aging and Disability Resource Centers (AoA), health care and the uninsured - steps HHS is taking to address this, Medicare Medical Adult Day Care Demonstration. HR 5702 Advance Directive Promotion Act of 2008 - Negotiated provisions on portability of advance directives. HR 2642 - Lobbied for inclusion of Medicaid Regulation Moratoriam in Military Construction and Veterans Affairs Appropriations Act of 2008, and on supplemental appropriations bill. To build support for Medicaid Family Caregiver Assessment Demonstration proposal (no Bill). S 2838/HR 6126 - Input on draft legislation to make arbitration clauses between LTC facilities and their residents or representatives unenforceable; support for this legislation once it was introduced as the Fairness in Nursing Home Arbitration Act, including support letter. Discussion and input on legislation to improve the health/LTC workforce and support family caregivers. Advance directives and end-of-life care, education of the public about these issues, portability, and other issues relating to advance directives. S 1577/HR 3078 - Support for Patient Safety and Abuse Prevention Act (S 1577) and moving the issue forward; provided feedback and in testimony. S 2921 Caring for Wounded Warriors Act of 2008 - Services and supports for family caregivers of certain veterans. Feedback on draft legislation to provide chronic care coordination services to certain Medicare beneficiaries; approaches to improving chronic care for Medicare beneficiaries; discussion of chronic care and Special Needs Plans. S 1102 Part D Equity for Low-Income Seniors Act of 2007- Support for Medicare premium protection and modifications to Medicare Savings Programs/Part D Low-Income Subsidy. S 1758 - Long-term care financing proposals, including the CLASS Act, a public LTC financing program. S. 3164 - Lobbied on Medicare Fraud bill (Martinez and Cornyn) - All provisions related to protecting participants and the Medicare program from fraud and abuse. S. 3118 - Lobbied in opposition to Grassley-McConnell bill - All provisions related to beneficiary access and Medicare improvements, including e-prescribing. S 3101- Urged support of the Medicare Improvements for Patients and Providers Act of 2008 to help improve Medicare. Long Term Care/Reverse Mortgages - To protect consumers when reverse mortgages are used as a LTC financing tool. Green Houses and culture change in LTC facilities. HR 2642 - To keep moratorium on all seven Medicaid regulations in the supplemental appropriations bill. Lobbied on appeal notices for Medicare beneficiaries in Medicare Advantage plans. S 1102 - Lobbied for legislation to increase Medicare Part D LIS. HR 1536 - Lobbied for legislation to increase Medicare Part D LIS asset limits. S 3101/HR 6331 - (Medicare) Lobbied for legislation to protect part B premiums, increase LIS and MSP asset limits, and promote e-prescribing in Medicare. HR 2642 - (Medicaid) Lobbied for inclusion of Medicaid regulation moratorium in Iraq Supplemental.

Nursing home quality; discussion of provisions (civil monetary penalties and Special Focus Facilities) in nursing home transparency, accountability, and quality bill (Senate). Advance directives and end-of-life care: discussed efforts to educate Medicare beneficiaries about advance directives; discussed, negotiated, and provided input on legislation regarding advance directives under Medicare and Medicaid; portability of advance directives, and public education around advance directives. Special Focus Facilities and disclosure of these facilities; criminal background checks for LTC employees; nursing home quality; poor performing nursing homes, family caregiving, nursing home compliance guidelines, Real Choice Systems Change Grants and family caregiver assessments, Home Health CAHPS, LTC Partnership Program (under Medicaid), Aging and Disability Resource Centers (AoA), health care and the uninsured - steps HHS is taking to address this, Medicare Medical Adult Day Care Demonstration. HR 3001 - Shared and discusssed actuarial analysis of the CLASS Act. S 2337/HR 3363 - Discusssed support for Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections. S 1070.S 1577 - Support for both pieces of legislation and strategy for how they might both move forward this year. S 1340 - Discussed a demonstration version of this Medicare chronic care coordination and geriatric assessment bill. HR 1758 - Discussions on bill, including actuarial analysis, provisions and strategy on the bill. S 2708 - Increase the number of professionals trained in geriatrics or gerontology, etc., providing input on legislation and encouraging offices to cosponsor the bill. Discussed draft legislation to make changes to Medicaid HCBS, including the Medicaid state plan option, spousal impoverishment, Medicaid Transformation Grants, etc. HR 1174/S 1174 - Discussed with sponsors' staff potential endorsement of this legislation to require hospitals to report infection rates.

HR 3001/ S 1340 - Shared and discusssed actuarial analysis of the CLASS Act regarding creation of a public insurance program for long-term services. S 2337/HR 3363 - Discussion of and support for Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections. S 1070/S 1577 - Support for both pieces of legislation and strategy for how they might both move forward this year. S 1340 - Discussed a demonstration version of this Medicare chronic care coordination and geriatric assessment bill. S 2708 - Provisions related to increasing the number of professionals trained in geriatrics or gerontology, etc., providing input on legislation and encouraging offices to cosponsor the bill. Discussed draft legislation to make changes to Medicaid HCBS, including the Medicaid state plan option, spousal impoverishment, Medicaid Transformation Grants, etc. HR 1174/S 1174 - Discussed with sponsors' staff potential endorsement of this legislation to require hospitals to report infection rates. HR 5140- Supported provisions providing rebates to older Americans who do not file income taxes, and potential for adding provisions to temporarily increase federal funding to state Medicaid programs. HR 5613- Supported this legislation, particularly provisions related to placing a moratorium on harmful Medicaid regulations. Lobbied to adjust budget neutrality requirement in waivers to include costs in both Medicare and Medicaid. Filed comment letters with HHS on proposed regulations involving cost sharing and flexibility in benefit packages. Medicaid Personal Assistance Services State Plan option- discussion of comment letter sending and receipt. Advocated for part B premium protection and asset test improvement. Discussed need to strengthen low-income programs by raising asset limits and streamlining rules, and to keep premiums affordable for all beneficiaries. S 2480/HR 4296- Supported provisions related to requiring e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not. S 2641/ HR 5799 Nursing home quality; discussion of provisions (civil monetary penalties and Special Focus Facilities) in nursing home transparency, accountability, and quality bill. Advance directives and end-of-life care: discussed efforts to educate Medicare beneficiaries about advance directives; discussed, negotiated, and provided input on legislation regarding advance directives under Medicare and Medicaid;portability of advance directives, and public education around advance directives. Special Focus Facilities and disclosure of these facilities; criminal background checks for LTC employees; nursing home quality; poor performing nursing homes, family caregiving, nursing home compliance guidelines, Real Choice Systems Change Grants and family caregiver assessments, Home Health CAHPS, LTC Partnership Program (under Medicaid), Aging and Disability Resource Centers (AoA), health care and the uninsured - steps HHS is taking to address this, Medicare Medical Adult Day Care Demonstration.

HR 3548 Plain Language in Government Communications Act - Provisions related to detering predatory lending practices and helping to protect older homeowners from foreclosure. HR 5818 Neighborhood Stablization Act - Lobbied to help prevent older homeowners from losing their homes to foreclosure. . S 2636 Foreclosure Prevention Act of 2008 - All provisions in Title IV related to allowing bankruptcy judges to restructure subprime mortgage debt for primary residences; lobbied the bill to help prevent older homeowners from losing their homes to foreclosure HR 3609 Emergency Home Ownership and Mortgage Equity Protection Act of 2007- Provisions related to allowing judges to modify the terms of mortages in bankruptcy to reduce foreclosures. S. 2684 Section 8 Voucher Reform Act of 2008 - Provisions related to stabilizing the funding formula for Section 8 Vouchers to provide more affordable housing options for our members and their families. HR 5758/S. 2490 Reverse Mortgage Proceeds Protection Act - Supported passage of this bill and House companion bill to better prevent reverse mortgage borrowers from fraud and abuse. HR 1852/S 2338 Expanding American Homeownership - Lobbied to expand the FHA-insured reverse mortgage program while limiting origination fees charged by lenders. HR 3221 Housing and Economic Recovery Act - Lobbied (1) to include mandatory loan modification mechansm for borrowers facing foreclosure, (2) to expand the FHA Home Equity Conversion Mortgage (HECM) program, cap HECM origination fees, and provide HECM consumer protections, and (3) to create and fund a federal affordable housing trust fund. HR 6076 Home Retention and Economic Stabilization Act of 2008 - Lobbied for a foreclosure deferral to help members workout loans in default or refinance into new loans. S 3261 Transportation and HUD Appropriations - Lobbied for affordable housing assistance spending. HR 6033 Home-Based Health Services Job Training and Caregiving Act of 2008 - Lobbied to expand the bill to cover more types of housing and to ensure the competitive nature of the grants program. S 2490 Reverse Mortgage Proceeds Protections Act - Lobbied to increase protections for Home Equity Conversion Mortgage loan recipients. S 3261 Transportation/HUD Appropriations, FY 2009 - Lobbied for Section 202, Housing for the Elderly program funding. HR 3997/HR 1424 - Emergency Economic Stabilization Act - Lobbied to include provisions to assist troubled homeowners, including the ability for bankruptcy judges to modify primary mortgage debt.

HR 3548 - Provisions related to detering predatory lending practices and helping to protect older homeowners from foreclosure. HR 5818 - Lobbied to help prevent older homeowners from losing their homes to foreclosure. S 2636 - All provisions in Title IV related to allowing bankruptcy judges to restructure subprime mortgage debt for primary residences; lobbied the bill to help prevent older homeowners from losing their homes to foreclosure. HR 3609 - Provisions related to allowing judges to modify the terms of mortages in bankruptcy to reduce foreclosures. S. 2684 - Provisions related to stabilizing the funding formula for Section 8 Vouchers to provide more affordable housing options for our members and their families. S. 2490 - Supported passage of this bill to better prevent reverse mortgage borrowers from fraud and abuse. HR 1852/S 2338 - Lobbied to expand the FHA-insured reverse mortgage program while limiting origination fees charged by lenders.

HR 3548 - To deter predatory lending practices and help prevent older homeowners from foreclosure. HR 5818 - Lobbied to help prevent older homeowners from losing their homes to foreclosure. S 2636 - Working on Title IV of the bill to allow bankruptcy judges to restructure subprime mortgage debt for primary residences; lobbied the bill to help prevent older homeowners from losing their homes to foreclosure. HR 3609 - Promote legislation which would allow judges to modify the terms of mortages in bankruptcy to reduce foreclosures. S. 2684 - Lobbied the bill to stabilize the funding formula for Section 8 Vouchers to provide more affordable housing options for our members and their families. S. 2490 - Working in support of this bill to better prevent reverse mortgage borrowers from fraud and abuse. HR 1852/S 2338 - Lobbied to expand the FHA-insured reverse mortgage program while limiting origination fees charged by lenders.

HOUSING (SENATE) - To deter predatory lending practices and help prevent older homeowners from foreclosure HOUSING HR 3548 - To deter predatory lending practices and help prevent older homeowners from foreclosure HOUSING HR 5818 - Lobbied to help prevent older homeowners from losing their homes to foreclosure. HOUSING S 2636 - Working on title IV of the bill to allow bankruptcy judges to restructure subprime mortgage debt for primary residences; lobbied the bill to help prevent older homeowners from losing their homes to foreclosure. HOUSING (SENATE) - To deter predatory lending practices and help prevent older homeowners from foreclosure HOUSING HR 3548 - To deter predatory lending practices and help prevent older homeowners from foreclosure HOUSING HR 5818 - Lobbied to help prevent older homeowners from losing their homes to foreclosure. HOUSING S 2636 - Working on title IV of the bill to allow bankruptcy judges to restructure subprime mortgage debt for primary residences; lobbied the bill to help prevent older homeowners from losing their homes to foreclosure. HOUSING S 2636 (HOUSE) - Working on title IV of the bill to allow bankruptcy judges to restructure subprime mortgage debt for primary residences; lobbied the bill to help prevent older homeowners from losing their homes to foreclosure. HOUSING (SENATE) - To deter predatory lending practices and help prevent older homeowners from foreclosure HOUSING HR 3548 - To deter predatory lending practices and help prevent older homeowners from foreclosure HOUSING HR 3609 - Emergency Home Ownership and Mortgage Equity Protection Act- Promote legislation which would allow judges to modify the terms of mortgages in bankruptcy to reduce foreclosures. HOUSING S 2636 - Working on title IV of the bill to allow bankruptcy judges to restructure subprime mortgage debt for primary residences; lobbied the bill to help prevent older homeowners from losing their homes to foreclosure. HOUSING S 2636 - Working on title IV of the bill to allow bankruptcy judges to restructure subprime mortgage debt for primary residences; lobbied the bill to help prevent older homeowners from losing their homes to foreclosure. HOUSING HR 5818 - Lobbied to help prevent older homeowners from losing their homes to foreclosure. HOUSING S 2636 - Working on title IV of the bill to allow bankruptcy judges to restructure subprime mortgage debt for primary residences; lobbied the bill to help prevent older homeowners from losing their homes to foreclosure. HOUSING-PUBLIC S 2684 - Lobbied the bill to stabilize the funding formula for Section 8 Vouchers to provide more affordable housing options for our members and their families. HOUSING-PUBLIC S 2684 - Lobbied the bill to stabilize the funding formula for Section 8 Vouchers to provide more affordable housing options for our members and their families. HOUSING-PUBLIC S 2684 - Lobbied the bill to stabilize the funding formula for Section 8 Vouchers to provide more affordable housing options for our members and their families. REVERSE MORTGAGES HR 1852/S 2338 (HOUSE) - Lobbied to expand the FHA-insured reverse mortgage program while limiting origination fees charged by lenders. REVERSE MORTGAGES S 2490 - Working in support of this bill to better prevent reverse mortgage borrowers from fraud and abuse. REVERSE MORTGAGES HR 1852/S 2338 (HOUSE) - Lobbied to expand the FHA-insured reverse mortgage program while limiting origination fees charged by lenders. REVERSE MORTGAGES S 2490 - Working in support of this bill to better prevent reverse mortgage borrowers from fraud and abuse. REVERSE MORTGAGES HR 1852/S 2338 (HOUSE) - Lobbied to expand the FHA-insured reverse mortgage program while limiting origination fees charged by lenders. REVERSE MORTGAGES S 2490 - Working in support of this bill to better prevent reverse mortgage borrowers from fraud and abuse. REVERSE MORTGAGES S 2490 (HOUSE) - Working in support of this bill to better prevent reverse mortgage borrowers from fraud and abuse.

HR 3548 - Provisions related to detering predatory lending practices and helping to protect older homeowners from foreclosure. HR 5818 - Lobbied to help prevent older homeowners from losing their homes to foreclosure. S 2636 - All provisions in Title IV related to allowing bankruptcy judges to restructure subprime mortgage debt for primary residences; lobbied the bill to help prevent older homeowners from losing their homes to foreclosure. HR 3609 Emergency Home Ownership and Mortgage Equity Protection Act of 2007- Provisions related to allowing judges to modify the terms of mortages in bankruptcy to reduce foreclosures. S. 2684 Section 8 Voucher Reform Act of 2008 - Provisions related to stabilizing the funding formula for Section 8 Vouchers to provide more affordable housing options for our members and their families. HR 5758/S. 2490 Reverse Mortgage Proceeds Protection Act - Supported passage of this bill and House companion bill to better prevent reverse mortgage borrowers from fraud and abuse. HR 1852/S 2338 FHA Modernization Act of 2007- Lobbied to expand the FHA-insured reverse mortgage program while limiting origination fees charged by lenders. HR 3221 Foreclosure Prevention Act of 2008 - Lobbied to help prevent older homeowners from losing their homes to foreclosure and to expand FHA reverse mortgage programs. HR 6076 Home Retention and Economic Stabilization Act of 2008 - Lobbied for a foreclosure deferral to help members workout loans in default or refinance into new loans. Lobbied for affordable housing assistance spending.

HOUSING (SENATE) - To deter predatory lending practices and help prevent older homeowners from foreclosure HOUSING HR 3548 - To deter predatory lending practices and help prevent older homeowners from foreclosure HOUSING HR 5818 - Lobbied to help prevent older homeowners from losing their homes to foreclosure. HOUSING S 2636 - Working on title IV of the bill to allow bankruptcy judges to restructure subprime mortgage debt for primary residences; lobbied the bill to help prevent older homeowners from losing their homes to foreclosure. HOUSING (SENATE) - To deter predatory lending practices and help prevent older homeowners from foreclosure HOUSING HR 3548 - To deter predatory lending practices and help prevent older homeowners from foreclosure HOUSING HR 5818 - Lobbied to help prevent older homeowners from losing their homes to foreclosure. HOUSING S 2636 - Working on title IV of the bill to allow bankruptcy judges to restructure subprime mortgage debt for primary residences; lobbied the bill to help prevent older homeowners from losing their homes to foreclosure. HOUSING S 2636 (HOUSE) - Working on title IV of the bill to allow bankruptcy judges to restructure subprime mortgage debt for primary residences; lobbied the bill to help prevent older homeowners from losing their homes to foreclosure. HOUSING (SENATE) - To deter predatory lending practices and help prevent older homeowners from foreclosure HOUSING HR 3548 - To deter predatory lending practices and help prevent older homeowners from foreclosure HOUSING HR 3609 - Emergency Home Ownership and Mortgage Equity Protection Act- Promote legislation which would allow judges to modify the terms of mortgages in bankruptcy to reduce foreclosures. HOUSING S 2636 - Working on title IV of the bill to allow bankruptcy judges to restructure subprime mortgage debt for primary residences; lobbied the bill to help prevent older homeowners from losing their homes to foreclosure. HOUSING S 2636 - Working on title IV of the bill to allow bankruptcy judges to restructure subprime mortgage debt for primary residences; lobbied the bill to help prevent older homeowners from losing their homes to foreclosure. HOUSING HR 5818 - Lobbied to help prevent older homeowners from losing their homes to foreclosure. HOUSING S 2636 - Working on title IV of the bill to allow bankruptcy judges to restructure subprime mortgage debt for primary residences; lobbied the bill to help prevent older homeowners from losing their homes to foreclosure. HOUSING-PUBLIC S 2684 - Lobbied the bill to stabilize the funding formula for Section 8 Vouchers to provide more affordable housing options for our members and their families. HOUSING-PUBLIC S 2684 - Lobbied the bill to stabilize the funding formula for Section 8 Vouchers to provide more affordable housing options for our members and their families. HOUSING-PUBLIC S 2684 - Lobbied the bill to stabilize the funding formula for Section 8 Vouchers to provide more affordable housing options for our members and their families. REVERSE MORTGAGES HR 1852/S 2338 (HOUSE) - Lobbied to expand the FHA-insured reverse mortgage program while limiting origination fees charged by lenders. REVERSE MORTGAGES S 2490 - Working in support of this bill to better prevent reverse mortgage borrowers from fraud and abuse. REVERSE MORTGAGES HR 1852/S 2338 (HOUSE) - Lobbied to expand the FHA-insured reverse mortgage program while limiting origination fees charged by lenders. REVERSE MORTGAGES S 2490 - Working in support of this bill to better prevent reverse mortgage borrowers from fraud and abuse. REVERSE MORTGAGES HR 1852/S 2338 (HOUSE) - Lobbied to expand the FHA-insured reverse mortgage program while limiting origination fees charged by lenders. REVERSE MORTGAGES S 2490 - Working in support of this bill to better prevent reverse mortgage borrowers from fraud and abuse. REVERSE MORTGAGES S 2490 (HOUSE) - Working in support of this bill to better prevent reverse mortgage borrowers from fraud and abuse.

HR 3548 - Provisions related to detering predatory lending practices and helping to protect older homeowners from foreclosure. HR 5818 - Lobbied to help prevent older homeowners from losing their homes to foreclosure. S 2636 - All provisions in Title IV related to allowing bankruptcy judges to restructure subprime mortgage debt for primary residences; lobbied the bill to help prevent older homeowners from losing their homes to foreclosure. HR 3609 Emergency Home Ownership and Mortgage Equity Protection Act of 2007- Provisions related to allowing judges to modify the terms of mortages in bankruptcy to reduce foreclosures. S. 2684 Section 8 Voucher Reform Act of 2008 - Provisions related to stabilizing the funding formula for Section 8 Vouchers to provide more affordable housing options for our members and their families. HR 5758/S. 2490 Reverse Mortgage Proceeds Protection Act - Supported passage of this bill and House companion bill to better prevent reverse mortgage borrowers from fraud and abuse. HR 1852/S 2338 FHA Modernization Act of 2007- Lobbied to expand the FHA-insured reverse mortgage program while limiting origination fees charged by lenders. HR 3221 Foreclosure Prevention Act of 2008 - Lobbied to help prevent older homeowners from losing their homes to foreclosure and to expand FHA reverse mortgage programs. HR 6076 Home Retention and Economic Stabilization Act of 2008 - Lobbied for a foreclosure deferral to help members workout loans in default or refinance into new loans. Lobbied for affordable housing assistance spending.

HR 3548 - To deter predatory lending practices and help prevent older homeowners from foreclosure. HR 5818 - Lobbied to help prevent older homeowners from losing their homes to foreclosure. S 2636 - Working on Title IV of the bill to allow bankruptcy judges to restructure subprime mortgage debt for primary residences; lobbied the bill to help prevent older homeowners from losing their homes to foreclosure. HR 3609 - Promote legislation which would allow judges to modify the terms of mortages in bankruptcy to reduce foreclosures. S. 2684 - Lobbied the bill to stabilize the funding formula for Section 8 Vouchers to provide more affordable housing options for our members and their families. S. 2490 - Working in support of this bill to better prevent reverse mortgage borrowers from fraud and abuse. HR 1852/S 2338 - Lobbied to expand the FHA-insured reverse mortgage program while limiting origination fees charged by lenders.

HR 3548 Plain Language in Government Communications Act - Provisions related to detering predatory lending practices and helping to protect older homeowners from foreclosure. HR 5818 Neighborhood Stablization Act - Lobbied to help prevent older homeowners from losing their homes to foreclosure. . S 2636 Foreclosure Prevention Act of 2008 - All provisions in Title IV related to allowing bankruptcy judges to restructure subprime mortgage debt for primary residences; lobbied the bill to help prevent older homeowners from losing their homes to foreclosure HR 3609 Emergency Home Ownership and Mortgage Equity Protection Act of 2007- Provisions related to allowing judges to modify the terms of mortages in bankruptcy to reduce foreclosures. S. 2684 Section 8 Voucher Reform Act of 2008 - Provisions related to stabilizing the funding formula for Section 8 Vouchers to provide more affordable housing options for our members and their families. HR 5758/S. 2490 Reverse Mortgage Proceeds Protection Act - Supported passage of this bill and House companion bill to better prevent reverse mortgage borrowers from fraud and abuse. HR 1852/S 2338 Expanding American Homeownership - Lobbied to expand the FHA-insured reverse mortgage program while limiting origination fees charged by lenders. HR 3221 Housing and Economic Recovery Act - Lobbied (1) to include mandatory loan modification mechansm for borrowers facing foreclosure, (2) to expand the FHA Home Equity Conversion Mortgage (HECM) program, cap HECM origination fees, and provide HECM consumer protections, and (3) to create and fund a federal affordable housing trust fund. HR 6076 Home Retention and Economic Stabilization Act of 2008 - Lobbied for a foreclosure deferral to help members workout loans in default or refinance into new loans. S 3261 Transportation and HUD Appropriations - Lobbied for affordable housing assistance spending. HR 6033 Home-Based Health Services Job Training and Caregiving Act of 2008 - Lobbied to expand the bill to cover more types of housing and to ensure the competitive nature of the grants program. S 2490 Reverse Mortgage Proceeds Protections Act - Lobbied to increase protections for Home Equity Conversion Mortgage loan recipients. S 3261 Transportation/HUD Appropriations, FY 2009 - Lobbied for Section 202, Housing for the Elderly program funding. HR 3997/HR 1424 - Emergency Economic Stabilization Act - Lobbied to include provisions to assist troubled homeowners, including the ability for bankruptcy judges to modify primary mortgage debt.

HR 3548 - Provisions related to detering predatory lending practices and helping to protect older homeowners from foreclosure. HR 5818 - Lobbied to help prevent older homeowners from losing their homes to foreclosure. S 2636 - All provisions in Title IV related to allowing bankruptcy judges to restructure subprime mortgage debt for primary residences; lobbied the bill to help prevent older homeowners from losing their homes to foreclosure. HR 3609 - Provisions related to allowing judges to modify the terms of mortages in bankruptcy to reduce foreclosures. S. 2684 - Provisions related to stabilizing the funding formula for Section 8 Vouchers to provide more affordable housing options for our members and their families. S. 2490 - Supported passage of this bill to better prevent reverse mortgage borrowers from fraud and abuse. HR 1852/S 2338 - Lobbied to expand the FHA-insured reverse mortgage program while limiting origination fees charged by lenders.

HR 2167/ S 1141 Automatic IRA Act of 2007 - Provisions related to establishing an auto IRA for workers not covered by pension plan. HR 5140 Recovery Rebates and Economic Stimulus for the American People Act of 2008 - Discussed implementation of the economic stimulus package, including rebates for older Americans and IRS funding for implementation. Lobbied for long-term financial security (no bill). S 3230 Labor, HHS, Education, Appropriations - Lobbied for adequate funding for Social Security Administration budget. S 2063/HR 3655- Bipartisan Task Force for Responsible Fiscal Action Act of 2007 Senate Budget: Entitlement Task Force (could cut Social Security and Medicare benefits). Discussed options to strengthen and improve long term financing and operations of social security program (no Bill). Lobbying for increased spending to reduce SSA disability claim backlog (no Bill). Discussed increased bankruptcy among 50+ population (no Bill). HR 3765(Defined Contribution Plan Fee Transparency Act of 2007), S 2473 Defined Contribution Fee Disclosure Act of 2007, HR 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 - Amends the Employee Retirement Income Security Act of 1974 (ERISA) to prohibit an administrator of an individual account plan that includes a qualified cash or deferred arrangement to enter into any contract for services to the plan without a written statement that identifies who will be performing such services, describes each such service, and specifies the expected total annual cost of such services. Requires the Secretary of Labor to prescribe a model statement that may be used for purposes of satisfying such requirements. Limits the requirements for such a statement to contracts for services if the total cost for such services equals or exceeds $1,000. Discussed AARP's concerns about garnishment of Social Security checks by banks and payday lenders and check cashers. HR 2642 Military Construction and Veterans Affairs Appropriations Act - Lobbied for funding for IRS/SSA and from IRS to implement Economic Stimulus Payment. S 3230 Labor/HHS/Education Appropriations FY 2009 - Lobbied for increased spending to reduce SSA disability claim backlog and in opposition to certain e-verify provisions without sufficient funding. HR 3654 Safe Commission Act - All provisions related to strengthening Social Security and Medicare and reducing health care costs. S 2794 Senior Investor Protection Act - Lobbied in favor of provisions related to protecting older Americans from fraudulent and misleading marketing practices.

HR 2167/ S 1141 Automatic IRA Act of 2007 - Provisions related to establishing an auto IRA for workers not covered by pension plan. HR 5140 Recovery Rebates and Economic Stimulus for the American People Act of 2008 - Discussed implementation of the economic stimulus package, including rebates for seniors and IRS funding for implementation. Divided We Fail, an initiative to give voice to millions of Americans who are tired of letting Washington gridlock stand in the way of affordable, quality health care and long-term financial security-the most pressing domestic issues facing our nation. Lobbied for adequate funding for Social Security Administration budget. S 2063/HR 3655- Bipartisan Task Force for Responsible Fiscal Action Act of 2007 Senate Budget: Entitlement Task Force (could cut Social Security and Medicare benefits). Discussed options to strengthen and improve long term financing and operations of social security program (no Bill). Lobbying for increased spending to reduce SSA disability claim backlog (no Bill). Discussed increased bankruptcy among 50+ population (no Bill). HR 3185, HR 3765(Defined Contribution Plan Fee Transparency Act of 2007), S 2473 Defined Contribution Fee Disclosure Act of 2007- HR 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 - Amends the Employee Retirement Income Security Act of 1974 9 (ERISA) to prohibit an administrator of an individual account plan that includes a qualified cash or deferred arrangement to enter into any contract for services to the plan without a written statement that identifies who will be performing such services, describes each such service, and specifies the expected total annual cost of such services. Requires the Secretary of Labor to prescribe a model statement that may be used for purposes of satisfying such requirements. Limits the requirements for such a statement to contracts for services if the total cost for such services equals or exceeds $1,000. Discussed AARP's concerns about garnishment of Social Security checks by banks and payday lenders and check cashers. HR 2642 - Lobbying for funding for IRS/SSA and from IRS to implement Economic Stimulus Payment. S 3230 Labor/HHS/Education Appropriations FY 2009 - Lobbied for increased spending to reduce SSA disability claim backlog and in opposition to certain e-verify provisions without sufficient funding. HR 3654 Safe Act - All provisions related to strengthening Social Security and Medicare and reducing health care costs. S 2794 Senior Investor Protection Act - Lobbied in favor of provisions related to protecting seniors from fraudulent and misleading marketing practices.

HR 2167/ S 1141 Automatic IRA Act of 2007 - Provisions related to establishing an auto IRA for workers not covered by pension plan. HR 5140 Recovery Rebates and Economic Stimulus for the American People Act of 2008 - Discussed implementation of the economic stimulus package, including rebates for older Americans and IRS funding for implementation. Lobbied for long-term financial security (no bill). S 2063/HR 3655- Bipartisan Task Force for Responsible Fiscal Action Act of 2007 Senate Budget: Entitlement Task Force (could cut Social Security and Medicare benefits). Discussed options to strengthen and improve long term financing and operations of social security program (no Bill). Lobbying for increased spending to reduce SSA disability claim backlog (no Bill). Discussed increased bankruptcy among 50+ population (no Bill). HR 3765 Defined Contribution Plan Fee Transparency Act of 2007, S 2473 Defined Contribution Fee Disclosure Act of 2007, HR 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 - Amends the Employee Retirement Income Security Act of 1974 (ERISA) to prohibit an administrator of an individual account plan that includes a qualified cash or deferred arrangement to enter into any contract for services to the plan without a written statement that identifies who will be performing such services, describes each such service, and specifies the expected total annual cost of such services. Requires the Secretary of Labor to prescribe a model statement that may be used for purposes of satisfying such requirements. Limits the requirements for such a statement to contracts for services if the total cost for such services equals or exceeds $1,000. Discussed AARP's concerns about garnishment of Social Security checks by banks and payday lenders and check cashers. S 3230 Labor/HHS/Education Appropriations FY 2009 - Lobbied for increased spending to reduce SSA disability claim backlog and in opposition to certain e-verify provisions without sufficient funding. HR 3654 Safe Commission Act - All provisions related to strengthening Social Security and Medicare and reducing health care costs. S 2794 Senior Investor Protection Act - Lobbied in favor of provisions related to protecting older Americans from fraudulent and misleading marketing practices. HR 7327 The Worker, Retiree and Employer Recovery Act of 2008 - Lobbied in favor of providing sponsors of traditional pension plans funding relief from certain funding provisions enacted in the Pension Protection Act of 2006 and to permit asset smoothing. Lobbied in favor of legislative proposals that would provide relief from the mandatory distribution rules that require individuals 701/2 years of age or older to withdraw certain amounts from tax deferred retirement savings accounts annually. Discussed the need for bipartisan action on long-term financial security.

HR 2167/ S 1141 Automatic IRA Act of 2007 - Provisions related to establishing an auto IRA for workers not covered by pension plan. HR 5140 Recovery Rebates and Economic Stimulus for the American People Act of 2008 - Discussed implementation of the economic stimulus package, including rebates for seniors and IRS funding for implementation. Divided We Fail, an initiative to give voice to millions of Americans who are tired of letting Washington gridlock stand in the way of affordable, quality health care and long-term financial security-the most pressing domestic issues facing our nation. Lobbied for adequate funding for Social Security Administration budget. S 2063/HR 3655- Bipartisan Task Force for Responsible Fiscal Action Act of 2007 Senate Budget: Entitlement Task Force (could cut Social Security and Medicare benefits). Discussed options to strengthen and improve long term financing and operations of social security program (no Bill). Lobbying for increased spending to reduce SSA disability claim backlog (no Bill). Discussed increased bankruptcy among 50+ population (no Bill). HR 3185, HR 3765(Defined Contribution Plan Fee Transparency Act of 2007), S 2473 Defined Contribution Fee Disclosure Act of 2007- HR 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 - Amends the Employee Retirement Income Security Act of 1974 9 (ERISA) to prohibit an administrator of an individual account plan that includes a qualified cash or deferred arrangement to enter into any contract for services to the plan without a written statement that identifies who will be performing such services, describes each such service, and specifies the expected total annual cost of such services. Requires the Secretary of Labor to prescribe a model statement that may be used for purposes of satisfying such requirements. Limits the requirements for such a statement to contracts for services if the total cost for such services equals or exceeds $1,000. Discussed AARP's concerns about garnishment of Social Security checks by banks and payday lenders and check cashers. HR 2642 - Lobbying for funding for IRS/SSA and from IRS to implement Economic Stimulus Payment. S 3230 Labor/HHS/Education Appropriations FY 2009 - Lobbied for increased spending to reduce SSA disability claim backlog and in opposition to certain e-verify provisions without sufficient funding. HR 3654 Safe Act - All provisions related to strengthening Social Security and Medicare and reducing health care costs. S 2794 Senior Investor Protection Act - Lobbied in favor of provisions related to protecting seniors from fraudulent and misleading marketing practices.

HR 2167/ S 1141 Automatic IRA Act of 2007 - Provisions related to establishing an auto IRA for workers not covered by pension plan. HR 5140 Recovery Rebates and Economic Stimulus for the American People Act of 2008 - Discussed implementation of the economic stimulus package, including rebates for older Americans and IRS funding for implementation. Lobbied for long-term financial security (no bill). S 2063/HR 3655- Bipartisan Task Force for Responsible Fiscal Action Act of 2007 Senate Budget: Entitlement Task Force (could cut Social Security and Medicare benefits). Discussed options to strengthen and improve long term financing and operations of social security program (no Bill). Lobbying for increased spending to reduce SSA disability claim backlog (no Bill). Discussed increased bankruptcy among 50+ population (no Bill). HR 3765 Defined Contribution Plan Fee Transparency Act of 2007, S 2473 Defined Contribution Fee Disclosure Act of 2007, HR 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 - Amends the Employee Retirement Income Security Act of 1974 (ERISA) to prohibit an administrator of an individual account plan that includes a qualified cash or deferred arrangement to enter into any contract for services to the plan without a written statement that identifies who will be performing such services, describes each such service, and specifies the expected total annual cost of such services. Requires the Secretary of Labor to prescribe a model statement that may be used for purposes of satisfying such requirements. Limits the requirements for such a statement to contracts for services if the total cost for such services equals or exceeds $1,000. Discussed AARP's concerns about garnishment of Social Security checks by banks and payday lenders and check cashers. S 3230 Labor/HHS/Education Appropriations FY 2009 - Lobbied for increased spending to reduce SSA disability claim backlog and in opposition to certain e-verify provisions without sufficient funding. HR 3654 Safe Commission Act - All provisions related to strengthening Social Security and Medicare and reducing health care costs. S 2794 Senior Investor Protection Act - Lobbied in favor of provisions related to protecting older Americans from fraudulent and misleading marketing practices. HR 7327 The Worker, Retiree and Employer Recovery Act of 2008 - Lobbied in favor of providing sponsors of traditional pension plans funding relief from certain funding provisions enacted in the Pension Protection Act of 2006 and to permit asset smoothing. Lobbied in favor of legislative proposals that would provide relief from the mandatory distribution rules that require individuals 701/2 years of age or older to withdraw certain amounts from tax deferred retirement savings accounts annually. Discussed the need for bipartisan action on long-term financial security.

HR 2167/ S 1141 Automatic IRA Act of 2007 - Provisions related to establishing an auto IRA for workers not covered by pension plan. HR 5140 Recovery Rebates and Economic Stimulus for the American People Act of 2008 - Discussed implementation of the economic stimulus package, including rebates for older Americans and IRS funding for implementation. Lobbied for long-term financial security (no bill). S 3230 Labor, HHS, Education, Appropriations - Lobbied for adequate funding for Social Security Administration budget. S 2063/HR 3655- Bipartisan Task Force for Responsible Fiscal Action Act of 2007 Senate Budget: Entitlement Task Force (could cut Social Security and Medicare benefits). Discussed options to strengthen and improve long term financing and operations of social security program (no Bill). Lobbying for increased spending to reduce SSA disability claim backlog (no Bill). Discussed increased bankruptcy among 50+ population (no Bill). HR 3765(Defined Contribution Plan Fee Transparency Act of 2007), S 2473 Defined Contribution Fee Disclosure Act of 2007, HR 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 - Amends the Employee Retirement Income Security Act of 1974 (ERISA) to prohibit an administrator of an individual account plan that includes a qualified cash or deferred arrangement to enter into any contract for services to the plan without a written statement that identifies who will be performing such services, describes each such service, and specifies the expected total annual cost of such services. Requires the Secretary of Labor to prescribe a model statement that may be used for purposes of satisfying such requirements. Limits the requirements for such a statement to contracts for services if the total cost for such services equals or exceeds $1,000. Discussed AARP's concerns about garnishment of Social Security checks by banks and payday lenders and check cashers. HR 2642 Military Construction and Veterans Affairs Appropriations Act - Lobbied for funding for IRS/SSA and from IRS to implement Economic Stimulus Payment. S 3230 Labor/HHS/Education Appropriations FY 2009 - Lobbied for increased spending to reduce SSA disability claim backlog and in opposition to certain e-verify provisions without sufficient funding. HR 3654 Safe Commission Act - All provisions related to strengthening Social Security and Medicare and reducing health care costs. S 2794 Senior Investor Protection Act - Lobbied in favor of provisions related to protecting older Americans from fraudulent and misleading marketing practices.

S 2795/HR 5918 Small Business Health Options Program Act of 2008 - Discussed concerns on small business health insurance coverage. Discussed proposal for health insurance reinsurance. S 334 Healthy Americans Act - Discussed Senator Wyden's health care reform bill. Stakeholder meeting on health care quality. HR 3701/S 845 Keeping Seniors Safe from Falls Act of 2007- Lobbied for all provisions to direct the Secretary of HHS to conduct public and professional education, research, and demonstration grants to prevent falls among the elderly. SCR 70 - Lobbied in favor of Medicare premium protection language in the budget and for reserve funds for health. Divided We Fail, an initiative to give voice to millions of Americans who are tired of letting Washington gridlock stand in the way of affordable, quality health care and long-term financial security - the most pressing domestic issues facing our nation. Lobbied for spending levels for Rx comparative effectiveness, nursing education, NIH research, Falls Prevention and other similar accounts. Discussed the need for bipartisan action on health care reform legislation, and how AARP could be helpful in vetting such proposals with its members. Expressed concern about proposed regulation regarding reduction of annual reassignment of LIS population in Medicare Part D. HR 3800/S 1693 - Wired for Health Act/Promotion of Health Information Technology Act - Strongly promoted enactment of this legislation to promote adoption of health information technology. S 2408/HR 4296 Medicare Electronic Medication and Safety Protection (E-Meds) Act of 2007- Supported this legislation to require e-prescribing in Medicare Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not. Lobbied for legislation to promote Health IT. Lobbied on structure of Health IT standard-setting body.

S 2795 - Discussed concerns on small business health insurance coverage. Discussed proposal for health insurance reinsurance. S 334 - Discussed Senator Wyden's health care reform bill and possible Senate hearing with staff. Stakeholder meeting on health care quality. HR 3701/S 845 - Lobbied for all provisions to direct the Secretary of HHS to conduct public and professional education, research, and demonstration grants to prevent falls among the elderly. SCR 70 - Lobbied in favor of Medicare premium protection language in the budget and for reserve funds for health. Divided We Fail, an initiative to give voice to millions of Americans who are tired of letting Washington gridlock stand in the way of affordable, quality health care and long-term financial security - the most pressing domestic issues facing our nation. Lobbied for spending levels for Rx comparative effectiveness, nursing education, NIH research, and other similar accounts. Prepared LHHS Subcommittee FY 2009 request letter asking for funding of SSA Admin., respite care programs, supportive services and nutrition programs, energy assistance, drug and medical research and falls prevention. Discussed the need for bipartisan action on health care reform legislation, and how AARP could be helpful in vetting such proposals with its members. Expressed concern about proposed regulation regarding reduction of annual reassignment of LIS population in Part D. HR 3800/S 1693 - Strongly promoted enactment of this legislation to promote adoption of health information technology. S 2408/HR 4296 - Supported this legislation to require e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not.

HR 2167/ S 1141 Automatic IRA Act of 2007 - Provisions related to establishing an auto IRA for workers not covered by pension plan. HR 5140 Recovery Rebates and Economic Stimulus for the American People Act of 2008 - Discussed implementation of the economic stimulus package, including rebates for older Americans and IRS funding for implementation. Lobbied for long-term financial security (no bill). S 2063/HR 3655- Bipartisan Task Force for Responsible Fiscal Action Act of 2007 Senate Budget: Entitlement Task Force (could cut Social Security and Medicare benefits). Discussed options to strengthen and improve long term financing and operations of social security program (no Bill). Lobbying for increased spending to reduce SSA disability claim backlog (no Bill). Discussed increased bankruptcy among 50+ population (no Bill). HR 3765 Defined Contribution Plan Fee Transparency Act of 2007, S 2473 Defined Contribution Fee Disclosure Act of 2007, HR 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 - Amends the Employee Retirement Income Security Act of 1974 (ERISA) to prohibit an administrator of an individual account plan that includes a qualified cash or deferred arrangement to enter into any contract for services to the plan without a written statement that identifies who will be performing such services, describes each such service, and specifies the expected total annual cost of such services. Requires the Secretary of Labor to prescribe a model statement that may be used for purposes of satisfying such requirements. Limits the requirements for such a statement to contracts for services if the total cost for such services equals or exceeds $1,000. Discussed AARP's concerns about garnishment of Social Security checks by banks and payday lenders and check cashers. S 3230 Labor/HHS/Education Appropriations FY 2009 - Lobbied for increased spending to reduce SSA disability claim backlog and in opposition to certain e-verify provisions without sufficient funding. HR 3654 Safe Commission Act - All provisions related to strengthening Social Security and Medicare and reducing health care costs. S 2794 Senior Investor Protection Act - Lobbied in favor of provisions related to protecting older Americans from fraudulent and misleading marketing practices. HR 7327 The Worker, Retiree and Employer Recovery Act of 2008 - Lobbied in favor of providing sponsors of traditional pension plans funding relief from certain funding provisions enacted in the Pension Protection Act of 2006 and to permit asset smoothing. Lobbied in favor of legislative proposals that would provide relief from the mandatory distribution rules that require individuals 701/2 years of age or older to withdraw certain amounts from tax deferred retirement savings accounts annually. Discussed the need for bipartisan action on long-term financial security.

HR 2167/ S 1141 Automatic IRA Act of 2007 - Provisions related to establishing an auto IRA for workers not covered by pension plan. HR 5140 Recovery Rebates and Economic Stimulus for the American People Act of 2008 - Discussed implementation of the economic stimulus package, including rebates for older Americans and IRS funding for implementation. Lobbied for long-term financial security (no bill). S 3230 Labor, HHS, Education, Appropriations - Lobbied for adequate funding for Social Security Administration budget. S 2063/HR 3655- Bipartisan Task Force for Responsible Fiscal Action Act of 2007 Senate Budget: Entitlement Task Force (could cut Social Security and Medicare benefits). Discussed options to strengthen and improve long term financing and operations of social security program (no Bill). Lobbying for increased spending to reduce SSA disability claim backlog (no Bill). Discussed increased bankruptcy among 50+ population (no Bill). HR 3765(Defined Contribution Plan Fee Transparency Act of 2007), S 2473 Defined Contribution Fee Disclosure Act of 2007, HR 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 - Amends the Employee Retirement Income Security Act of 1974 (ERISA) to prohibit an administrator of an individual account plan that includes a qualified cash or deferred arrangement to enter into any contract for services to the plan without a written statement that identifies who will be performing such services, describes each such service, and specifies the expected total annual cost of such services. Requires the Secretary of Labor to prescribe a model statement that may be used for purposes of satisfying such requirements. Limits the requirements for such a statement to contracts for services if the total cost for such services equals or exceeds $1,000. Discussed AARP's concerns about garnishment of Social Security checks by banks and payday lenders and check cashers. HR 2642 Military Construction and Veterans Affairs Appropriations Act - Lobbied for funding for IRS/SSA and from IRS to implement Economic Stimulus Payment. S 3230 Labor/HHS/Education Appropriations FY 2009 - Lobbied for increased spending to reduce SSA disability claim backlog and in opposition to certain e-verify provisions without sufficient funding. HR 3654 Safe Commission Act - All provisions related to strengthening Social Security and Medicare and reducing health care costs. S 2794 Senior Investor Protection Act - Lobbied in favor of provisions related to protecting older Americans from fraudulent and misleading marketing practices.

HR 2167/ S 1141 Automatic IRA Act of 2007 - Provisions related to establishing an auto IRA for workers not covered by pension plan. HR 5140 Recovery Rebates and Economic Stimulus for the American People Act of 2008 - Discussed implementation of the economic stimulus package, including rebates for seniors and IRS funding for implementation. Divided We Fail, an initiative to give voice to millions of Americans who are tired of letting Washington gridlock stand in the way of affordable, quality health care and long-term financial security-the most pressing domestic issues facing our nation. Lobbied for adequate funding for Social Security Administration budget. S 2063/HR 3655- Bipartisan Task Force for Responsible Fiscal Action Act of 2007 Senate Budget: Entitlement Task Force (could cut Social Security and Medicare benefits). Discussed options to strengthen and improve long term financing and operations of social security program (no Bill). Lobbying for increased spending to reduce SSA disability claim backlog (no Bill). Discussed increased bankruptcy among 50+ population (no Bill). HR 3185, HR 3765(Defined Contribution Plan Fee Transparency Act of 2007), S 2473 Defined Contribution Fee Disclosure Act of 2007- HR 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 - Amends the Employee Retirement Income Security Act of 1974 9 (ERISA) to prohibit an administrator of an individual account plan that includes a qualified cash or deferred arrangement to enter into any contract for services to the plan without a written statement that identifies who will be performing such services, describes each such service, and specifies the expected total annual cost of such services. Requires the Secretary of Labor to prescribe a model statement that may be used for purposes of satisfying such requirements. Limits the requirements for such a statement to contracts for services if the total cost for such services equals or exceeds $1,000. Discussed AARP's concerns about garnishment of Social Security checks by banks and payday lenders and check cashers. HR 2642 - Lobbying for funding for IRS/SSA and from IRS to implement Economic Stimulus Payment. S 3230 Labor/HHS/Education Appropriations FY 2009 - Lobbied for increased spending to reduce SSA disability claim backlog and in opposition to certain e-verify provisions without sufficient funding. HR 3654 Safe Act - All provisions related to strengthening Social Security and Medicare and reducing health care costs. S 2794 Senior Investor Protection Act - Lobbied in favor of provisions related to protecting seniors from fraudulent and misleading marketing practices.

S 2795/HR 5918 Small Business Health Options Program Act of 2008 - Discussed concerns on small business health insurance coverage. Discussed proposal for health insurance reinsurance. S 334 Healthy Americans Act - Discussed Senator Wyden's health care reform bill. Stakeholder meeting on health care quality. HR 3701/S 845 Keeping Seniors Safe from Falls Act of 2007- Lobbied for all provisions to direct the Secretary of HHS to conduct public and professional education, research, and demonstration grants to prevent falls among the elderly. SCR 70 - Lobbied in favor of Medicare premium protection language in the budget and for reserve funds for health. Divided We Fail, an initiative to give voice to millions of Americans who are tired of letting Washington gridlock stand in the way of affordable, quality health care and long-term financial security - the most pressing domestic issues facing our nation. Lobbied for spending levels for Rx comparative effectiveness, nursing education, NIH research, Falls Prevention and other similar accounts. Discussed the need for bipartisan action on health care reform legislation, and how AARP could be helpful in vetting such proposals with its members. Expressed concern about proposed regulation regarding reduction of annual reassignment of LIS population in Medicare Part D. HR 3800/S 1693 - Wired for Health Act/Promotion of Health Information Technology Act - Strongly promoted enactment of this legislation to promote adoption of health information technology. S 2408/HR 4296 Medicare Electronic Medication and Safety Protection (E-Meds) Act of 2007- Supported this legislation to require e-prescribing in Medicare Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not. Lobbied for legislation to promote Health IT. Lobbied on structure of Health IT standard-setting body.

S 2795 - Discussed concerns on small business health insurance coverage. Discussed proposal for health insurance reinsurance. S 334 - Discussed Senator Wyden's health care reform bill and possible Senate hearing with staff. Stakeholder meeting on health care quality. HR 3701/S 845 - Lobbied for all provisions to direct the Secretary of HHS to conduct public and professional education, research, and demonstration grants to prevent falls among the elderly. SCR 70 - Lobbied in favor of Medicare premium protection language in the budget and for reserve funds for health. Divided We Fail, an initiative to give voice to millions of Americans who are tired of letting Washington gridlock stand in the way of affordable, quality health care and long-term financial security - the most pressing domestic issues facing our nation. Lobbied for spending levels for Rx comparative effectiveness, nursing education, NIH research, and other similar accounts. Prepared LHHS Subcommittee FY 2009 request letter asking for funding of SSA Admin., respite care programs, supportive services and nutrition programs, energy assistance, drug and medical research and falls prevention. Discussed the need for bipartisan action on health care reform legislation, and how AARP could be helpful in vetting such proposals with its members. Expressed concern about proposed regulation regarding reduction of annual reassignment of LIS population in Part D. HR 3800/S 1693 - Strongly promoted enactment of this legislation to promote adoption of health information technology. S 2408/HR 4296 - Supported this legislation to require e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not.

S 3408 - Lobbying in favor of the Conrad-Baucus legislation to create an independent comparative effectiveness entity to conduct and desseminate independent comparative effectiveness research. SCR 70 - Lobbied in favor of Medicare premium protection language in the budget and for reserve funds for health. Lobbied for quality health care (no bill). Lobbied for spending levels for Rx comparative effectiveness, nursing education, NIH research, Falls Prevention and other similar accounts (no bill). Discussed the need for bipartisan action on health care reform legislation, and how AARP could be helpful in vetting such proposals with its members (no bill). Expressed concern about proposed regulation regarding reduction of annual reassignment of LIS population in Medicare Part D. HR 3800/S 1693 - Wired for Health Act/Promotion of Health Information Technology Act - Strongly promoted enactment of this legislation to promote adoption of health information technology. HR 6357 Pro(tech)t Act - Protecting Records, Optimizing Treatment, and Easing Communication through Healthcare Technology Act of 2008. Lobbied for the adoption of Health IT. S 2408/HR 4296 Medicare Electronic Medication and Safety Protection (E-Meds) Act of 2007- Supported this legislation to require e-prescribing in Medicare Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not. Lobbied for legislation to promote Health IT (no bill). Lobbied on structure of Health IT standard-setting body (no bill). Health Care Reform - Inquiry on medical home or primary care home legislation. HR 6898 Health-e Information Technology Act - Lobbied to promote Health IT and on structure of Health IT standard-setting body.

HR 1424/HR 3997 Emergency Economic Stabilization Act - Advocated for prompt passage of a financial rescue package that would alleviate the economic downturn and included oversight provisions.

HR 3548 Plain Language in Government Communications Act - Provisions related to detering predatory lending practices and helping to protect older homeowners from foreclosure. HR 5818 Neighborhood Stablization Act - Lobbied to help prevent older homeowners from losing their homes to foreclosure. . S 2636 Foreclosure Prevention Act of 2008 - All provisions in Title IV related to allowing bankruptcy judges to restructure subprime mortgage debt for primary residences; lobbied the bill to help prevent older homeowners from losing their homes to foreclosure HR 3609 Emergency Home Ownership and Mortgage Equity Protection Act of 2007- Provisions related to allowing judges to modify the terms of mortages in bankruptcy to reduce foreclosures. S. 2684 Section 8 Voucher Reform Act of 2008 - Provisions related to stabilizing the funding formula for Section 8 Vouchers to provide more affordable housing options for our members and their families. HR 5758/S. 2490 Reverse Mortgage Proceeds Protection Act - Supported passage of this bill and House companion bill to better prevent reverse mortgage borrowers from fraud and abuse. HR 1852/S 2338 Expanding American Homeownership - Lobbied to expand the FHA-insured reverse mortgage program while limiting origination fees charged by lenders. HR 3221 Housing and Economic Recovery Act - Lobbied (1) to include mandatory loan modification mechansm for borrowers facing foreclosure, (2) to expand the FHA Home Equity Conversion Mortgage (HECM) program, cap HECM origination fees, and provide HECM consumer protections, and (3) to create and fund a federal affordable housing trust fund. HR 6076 Home Retention and Economic Stabilization Act of 2008 - Lobbied for a foreclosure deferral to help members workout loans in default or refinance into new loans. S 3261 Transportation and HUD Appropriations - Lobbied for affordable housing assistance spending. HR 6033 Home-Based Health Services Job Training and Caregiving Act of 2008 - Lobbied to expand the bill to cover more types of housing and to ensure the competitive nature of the grants program. S 2490 Reverse Mortgage Proceeds Protections Act - Lobbied to increase protections for Home Equity Conversion Mortgage loan recipients. S 3261 Transportation/HUD Appropriations, FY 2009 - Lobbied for Section 202, Housing for the Elderly program funding. HR 3997/HR 1424 - Emergency Economic Stabilization Act - Lobbied to include provisions to assist troubled homeowners, including the ability for bankruptcy judges to modify primary mortgage debt.

S 3408 - Lobbying in favor of the Conrad-Baucus legislation to create an independent comparative effectiveness entity to conduct and desseminate independent comparative effectiveness research. SCR 70 - Lobbied in favor of Medicare premium protection language in the budget and for reserve funds for health. Lobbied for quality health care (no bill). Lobbied for spending levels for Rx comparative effectiveness, nursing education, NIH research, Falls Prevention and other similar accounts (no bill). Discussed the need for bipartisan action on health care reform legislation, and how AARP could be helpful in vetting such proposals with its members (no bill). Expressed concern about proposed regulation regarding reduction of annual reassignment of LIS population in Medicare Part D. HR 3800/S 1693 - Wired for Health Act/Promotion of Health Information Technology Act - Strongly promoted enactment of this legislation to promote adoption of health information technology. HR 6357 Pro(tech)t Act - Protecting Records, Optimizing Treatment, and Easing Communication through Healthcare Technology Act of 2008. Lobbied for the adoption of Health IT. S 2408/HR 4296 Medicare Electronic Medication and Safety Protection (E-Meds) Act of 2007- Supported this legislation to require e-prescribing in Medicare Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not. Lobbied for legislation to promote Health IT (no bill). Lobbied on structure of Health IT standard-setting body (no bill). Health Care Reform - Inquiry on medical home or primary care home legislation. HR 6898 Health-e Information Technology Act - Lobbied to promote Health IT and on structure of Health IT standard-setting body.

S 2795 - Discussed concerns on small business health insurance coverage. Discussed proposal for health insurance reinsurance. S 334 - Discussed Senator Wyden's health care reform bill and possible Senate hearing with staff. Stakeholder meeting on health care quality. HR 3701/S 845 - Lobbied for all provisions to direct the Secretary of HHS to conduct public and professional education, research, and demonstration grants to prevent falls among the elderly. SCR 70 - Lobbied in favor of Medicare premium protection language in the budget and for reserve funds for health. Divided We Fail, an initiative to give voice to millions of Americans who are tired of letting Washington gridlock stand in the way of affordable, quality health care and long-term financial security - the most pressing domestic issues facing our nation. Lobbied for spending levels for Rx comparative effectiveness, nursing education, NIH research, and other similar accounts. Prepared LHHS Subcommittee FY 2009 request letter asking for funding of SSA Admin., respite care programs, supportive services and nutrition programs, energy assistance, drug and medical research and falls prevention. Discussed the need for bipartisan action on health care reform legislation, and how AARP could be helpful in vetting such proposals with its members. Expressed concern about proposed regulation regarding reduction of annual reassignment of LIS population in Part D. HR 3800/S 1693 - Strongly promoted enactment of this legislation to promote adoption of health information technology. S 2408/HR 4296 - Supported this legislation to require e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not.

LONG TERM CARE (SENATE) - Senate, nursing home quality: discussion of provisions (civil monetary penalties and Special Focus Facilities) in nursing home transparency, accountability, and quality bill LONG TERM CARE (HOUSE) - Advance directives and end-of-life care: discussed efforts to educate Medicare beneficiaries about advance directives; discussed, negotiated and provided input on legislation regarding advance directives under Medicare and Medicaid, portability of advance directives, and public education around advance directives LONG TERM CARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Special Focus Facilities and disclosure of these facilities; criminal background checks for LTC employees; nursing home quality, poor performing nursing homes, family caregiving, nursing home compliance guidance, Real Choice Systems Change Grants and family caregiver assessments, Home Health CAHPS, LTC Partnership Program (under Medicaid), Aging and Disability Resource Centers (AoA), health care and the uninsured steps HHS is taking to address this, Medicare Medical Adult Day Care Demonstration LONG TERM CARE (SENATE) - Senate, nursing home quality: discussion of provisions (civil monetary penalties and Special Focus Facilities) in nursing home transparency, accountability, and quality bill LONG TERM CARE (HOUSE) - Advance directives and end-of-life care: discussed efforts to educate Medicare beneficiaries about advance directives; discussed, negotiated and provided input on legislation regarding advance directives under Medicare and Medicaid, portability of advance directives, and public education around advance directives LONG TERM CARE HR 3001 - CLASS Act shared and discussed actuarial analysis of the CLASS Act, a bill to create a public insurance program for long-term services and supports LONG TERM CARE HR 3363 - Discussed support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections; focused consumer protections LONG TERM CARE S 1070/S 1577 - Elder Justice Act (S. 1070) and Patient Safety and Abuse Prevention Act (S. 1577): support for both pieces of legislation and strategy for how they might both move forward this year LONG TERM CARE S 1340 - Geriatric Assessment and Chronic Care Coordination Act, discussed a demonstration version of this Medicare chronic care coordination and geriatric assessment bill LONG TERM CARE S 1758 - CLASS ACT - discussions on Class Act, including actuarial analysis, provisions and strategy on the bill. Bill would create a public long-term care financing program. LONG TERM CARE S 2337 - Discussion of and support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections. LONG TERM CARE S 2337/HR 3363 (SENATE) - Discussion of and support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections LONG TERM CARE S 2708 - Caring for an Aging America Act, a health and long-term care workforce bill to increase the number of professionals trained in geriatrics or gerontology, etc., providing input on legislation and encouraging offices to cosponsor the bill LONG TERM CARE (HOUSE) - Advance directives and end-of-life care: discussed efforts to educate Medicare beneficiaries about advance directives; discussed, negotiated and provided input on legislation regarding advance directives under Medicare and Medicaid, portability of advance directives, and public education around advance directives LONG TERM CARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Special Focus Facilities and disclosure of these facilities; criminal background checks for LTC employees; nursing home quality, poor performing nursing homes, family caregiving, nursing home compliance guidance, Real Choice Systems Change Grants and family caregiver assessments, Home Health CAHPS, LTC Partnership Program (under Medicaid), Aging and Disability Resource Centers (AoA), health care and the uninsured steps HHS is taking to address this, Medicare Medical Adult Day Care Demonstration LONG TERM CARE HR 3001 - CLASS Act shared and discussed actuarial analysis of the CLASS Act, a bill to create a public insurance program for long-term services and supports LONG TERM CARE HR 3363 - Discussed support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections; focused consumer protections LONG TERM CARE S 1070/S 1577 - Elder Justice Act (S. 1070) and Patient Safety and Abuse Prevention Act (S. 1577): support for both pieces of legislation and strategy for how they might both move forward this year LONG TERM CARE S 1340 - Geriatric Assessment and Chronic Care Coordination Act, discussed a demonstration version of this Medicare chronic care coordination and geriatric assessment bill LONG TERM CARE S 1758 - CLASS ACT - discussions on Class Act, including actuarial analysis, provisions and strategy on the bill. Bill would create a public long-term care financing program. LONG TERM CARE S 2337 - Discussion of and support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections. LONG TERM CARE S 2337/HR 3363 (SENATE) - Discussion of and support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections LONG TERM CARE S 2708 - Caring for an Aging America Act, a health and long-term care workforce bill to increase the number of professionals trained in geriatrics or gerontology, etc., providing input on legislation and encouraging offices to cosponsor the bill LONG TERM CARE (HOUSE) - Advance directives and end-of-life care: discussed efforts to educate Medicare beneficiaries about advance directives; discussed, negotiated and provided input on legislation regarding advance directives under Medicare and Medicaid, portability of advance directives, and public education around advance directives LONG TERM CARE (SENATE) - Senate, nursing home quality: discussion of provisions (civil monetary penalties and Special Focus Facilities) in nursing home transparency, accountability, and quality bill LONG TERM CARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Special Focus Facilities and disclosure of these facilities; criminal background checks for LTC employees; nursing home quality, poor performing nursing homes, family caregiving, nursing home compliance guidance, Real Choice Systems Change Grants and family caregiver assessments, Home Health CAHPS, LTC Partnership Program (under Medicaid), Aging and Disability Resource Centers (AoA), health care and the uninsured steps HHS is taking to address this, Medicare Medical Adult Day Care Demonstration LONG TERM CARE HR 3001 - CLASS Act shared and discussed actuarial analysis of the CLASS Act, a bill to create a public insurance program for long-term services and supports LONG TERM CARE HR 3363 - Discussed support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections; focused consumer protections LONG TERM CARE S 1070/S 1577 - Elder Justice Act (S. 1070) and Patient Safety and Abuse Prevention Act (S. 1577): support for both pieces of legislation and strategy for how they might both move forward this year LONG TERM CARE S 1758 - CLASS ACT - discussions on Class Act, including actuarial analysis, provisions and strategy on the bill. Bill would create a public long-term care financing program. LONG TERM CARE S 2337/HR 3363 (SENATE) - Discussion of and support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections LONG TERM CARE S 1340 - Geriatric Assessment and Chronic Care Coordination Act, discussed a demonstration version of this Medicare chronic care coordination and geriatric assessment bill LONG TERM CARE S 2337 - Discussion of and support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections. LONG TERM CARE (HOUSE) - Advance directives and end-of-life care: discussed efforts to educate Medicare beneficiaries about advance directives; discussed, negotiated and provided input on legislation regarding advance directives under Medicare and Medicaid, portability of advance directives, and public education around advance directives LONG TERM CARE (SENATE) - Senate, nursing home quality: discussion of provisions (civil monetary penalties and Special Focus Facilities) in nursing home transparency, accountability, and quality bill LONG TERM CARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Special Focus Facilities and disclosure of these facilities; criminal background checks for LTC employees; nursing home quality, poor performing nursing homes, family caregiving, nursing home compliance guidance, Real Choice Systems Change Grants and family caregiver assessments, Home Health CAHPS, LTC Partnership Program (under Medicaid), Aging and Disability Resource Centers (AoA), health care and the uninsured steps HHS is taking to address this, Medicare Medical Adult Day Care Demonstration LONG TERM CARE HR 3001 - CLASS Act shared and discussed actuarial analysis of the CLASS Act, a bill to create a public insurance program for long-term services and supports LONG TERM CARE HR 3363 - Discussed support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections; focused consumer protections LONG TERM CARE S 1758 - CLASS ACT - discussions on Class Act, including actuarial analysis, provisions and strategy on the bill. Bill would create a public long-term care financing program. LONG TERM CARE S 2337/HR 3363 (SENATE) - Discussion of and support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections LONG TERM CARE S 1340 - Geriatric Assessment and Chronic Care Coordination Act, discussed a demonstration version of this Medicare chronic care coordination and geriatric assessment bill LONG TERM CARE S 2337 - Discussion of and support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections. LONG TERM CARE S 2708 - Caring for an Aging America Act, a health and long-term care workforce bill to increase the number of professionals trained in geriatrics or gerontology, etc., providing input on legislation and encouraging offices to cosponsor the bill LONG TERM CARE S 1070/S 1577 - Elder Justice Act (S. 1070) and Patient Safety and Abuse Prevention Act (S. 1577): support for both pieces of legislation and strategy for how they might both move forward this year MEDICAID (HOUSE) - Lobbied to adjust budget neutrality requirement in waivers to include costs in both Medicare and Medicaid. MEDICAID (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Filed comment letters on proposed regulations involving cost sharing and flexibility in benefit packages. MEDICAID (SENATE) - Discussed draft legislation to make changes to Medicaid HCBS, including the Medicaid state plan option, spousal impoverishment, Medicaid Transformation Grants, etc. MEDICAID HR 1174 - S1174 Health Hospitals Act discussed with sponsors staff potential endorsement of this legislation to require hospitals to report infection rates. MEDICAID HR 5140 (SENATE) - Recovery Rebates and Economic Stimulus for the American People Act of 2008 supported provisions providing rebates to older Americans who do not file income taxes, and potential for adding provisions to temporarily increase federal funding to state Medicaid programs. MEDICAID HR 5613 - Protecting the Medicaid Safety Net Act support this legislation that places a moratorium on harmful Medicaid regulations. MEDICAID (HOUSE) - Lobbied to adjust budget neutrality requirement in waivers to include costs in both Medicare and Medicaid. MEDICAID (SENATE) - Discussed draft legislation to make changes to Medicaid HCBS, including the Medicaid state plan option, spousal impoverishment, Medicaid Transformation Grants, etc. MEDICAID (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Filed comment letters on proposed regulations involving cost sharing and flexibility in benefit packages. MEDICAID HR 1174 - S1174 Health Hospitals Act discussed with sponsors staff potential endorsement of this legislation to require hospitals to report infection rates. MEDICAID HR 5140 (SENATE) - Recovery Rebates and Economic Stimulus for the American People Act of 2008 supported provisions providing rebates to older Americans who do not file income taxes, and potential for adding provisions to temporarily increase federal funding to state Medicaid programs MEDICAID HR 5613 - Protecting the Medicaid Safety Net Act support this legislation that places a moratorium on harmful Medicaid regulations. MEDICAID (HOUSE) - Lobbied to adjust budget neutrality requirement in waivers to include costs in both Medicare and Medicaid. MEDICAID (SENATE) - Discussed draft legislation to make changes to Medicaid HCBS, including the Medicaid state plan option, spousal impoverishment, Medicaid Transformation Grants, etc. MEDICAID (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Filed comment letters on proposed regulations involving cost sharing and flexibility in benefit packages. MEDICAID HR 1174 - S1174 Health Hospitals Act discussed with sponsors staff potential endorsement of this legislation to require hospitals to report infection rates. MEDICAID HR 5140 (SENATE) - Recovery Rebates and Economic Stimulus for the American People Act of 2008 supported provisions providing rebates to older Americans who do not file income taxes, and potential for adding provisions to temporarily increase federal funding to state Medicaid programs MEDICAID HR 5613 - Protecting the Medicaid Safety Net Act support this legislation that places a moratorium on harmful Medicaid regulations. MEDICAID (HOUSE) - Lobbied to adjust budget neutrality requirement in waivers to include costs in both Medicare and Medicaid. MEDICAID (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Filed comment letters on proposed regulations involving cost sharing and flexibility in benefit packages MEDICAID HR 1174 - S1174 Health Hospitals Act discussed with sponsors staff potential endorsement of this legislation to require hospitals to report infection rates. MEDICAID HR 5140 (SENATE) - Recovery Rebates and Economic Stimulus for the American People Act of 2008 supported provisions providing rebates to older Americans who do not file income taxes, and potential for adding provisions to temporarily increase federal funding to state Medicaid programs MEDICAID HR 5613 - Protecting the Medicaid Safety Net Act support this legislation that places a moratorium on harmful Medicaid regulations. MEDICAID (SENATE) - Discussed draft legislation to make changes to Medicaid HCBS, including the Medicaid state plan option, spousal impoverishment, Medicaid Transformation Grants, etc. MEDICAID (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Medicaid Personal Assistance Services State Plan option discussion of comment letter sending and receipt MEDICARE (SENATE) - Senate Medicare package--AARP advocated for part B premium protection and asset test improvement. MEDICARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Discussed need to strengthen low-income programs by raising asset limits and streamlining rules, and to keep premiums affordable for all beneficiaries. MEDICARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) HR 3363 - Support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections. MEDICARE S.2408 (HOUSE) - S. 2408/HR4296 - Medicare Electronic Medication and Safety Protection (E-MEDS) Act of 2007 support this legislation to require e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not. MEDICARE S.2408 (SENATE) - S. 2408/HR4296 - Medicare Electronic Medication and Safety Protection (E-MEDS) Act of 2007 support this legislation to require e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not. MEDICARE (SENATE) - Senate Medicare package--AARP advocated for part B premium protection and asset test improvement. MEDICARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) HR 3363 - Support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections. MEDICARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) HR3363 - Support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections. MEDICARE S.2408 (HOUSE) - S. 2408/HR4296 - Medicare Electronic Medication and Safety Protection (E-MEDS) Act of 2007 support this legislation to require e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not. MEDICARE S.2408 (SENATE) - S. 2408/HR4296 - Medicare Electronic Medication and Safety Protection (E-MEDS) Act of 2007 support this legislation to require e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not. MEDICARE (SENATE) - Senate Medicare package--AARP advocated for part B premium protection and asset test improvement. MEDICARE (SENATE) - Senate Medicare package--AARP advocated for part B premium protection and asset test improvement. MEDICARE (SENATE) - Senate Medicare package--AARP advocated for part B premium protection and asset test improvement. MEDICARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Discussed need to strengthen low-income programs by raising asset limits and streamlining rules, and to keep premiums affordable for all beneficiaries. MEDICARE (SENATE) - Senate Medicare package--AARP advocated for part B premium protection and asset test improvement. MEDICARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) HR 3363 - Support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections. MEDICARE S.2408 (HOUSE) - S. 2408/HR4296 - Medicare Electronic Medication and Safety Protection (E-MEDS) Act of 2007 support this legislation to require e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not. MEDICARE S.2408 (SENATE) - S. 2408/HR4296 - Medicare Electronic Medication and Safety Protection (E-MEDS) Act of 2007 support this legislation to require e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not. MEDICARE (SENATE) - Senate Medicare package--AARP advocated for part B premium protection and asset test improvement. MEDICARE (SENATE) - Senate Medicare package--AARP advocated for part B premium protection and asset test improvement. MEDICARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Discussed need to strengthen low-income programs by raising asset limits and streamlining rules, and to keep premiums affordable for all beneficiaries. MEDICARE S.2408 (HOUSE) - S. 2408/HR4296 - Medicare Electronic Medication and Safety Protection (E-MEDS) Act of 2007 support this legislation to require e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not. MEDICARE S.2408 (SENATE) - S. 2408/HR4296 - Medicare Electronic Medication and Safety Protection (E-MEDS) Act of 2007 support this legislation to require e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not. MEDICARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) HR 3363 - Support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections. MEDICARE (SENATE) - Senate Medicare package--AARP advocated for part B premium protection and asset test improvement.

S 2795/HR 5918 Small Business Health Options Program Act of 2008 - Discussed concerns on small business health insurance coverage. Discussed proposal for health insurance reinsurance. S 334 Healthy Americans Act - Discussed Senator Wyden's health care reform bill. Stakeholder meeting on health care quality. HR 3701/S 845 Keeping Seniors Safe from Falls Act of 2007- Lobbied for all provisions to direct the Secretary of HHS to conduct public and professional education, research, and demonstration grants to prevent falls among the elderly. SCR 70 - Lobbied in favor of Medicare premium protection language in the budget and for reserve funds for health. Divided We Fail, an initiative to give voice to millions of Americans who are tired of letting Washington gridlock stand in the way of affordable, quality health care and long-term financial security - the most pressing domestic issues facing our nation. Lobbied for spending levels for Rx comparative effectiveness, nursing education, NIH research, Falls Prevention and other similar accounts. Discussed the need for bipartisan action on health care reform legislation, and how AARP could be helpful in vetting such proposals with its members. Expressed concern about proposed regulation regarding reduction of annual reassignment of LIS population in Medicare Part D. HR 3800/S 1693 - Wired for Health Act/Promotion of Health Information Technology Act - Strongly promoted enactment of this legislation to promote adoption of health information technology. S 2408/HR 4296 Medicare Electronic Medication and Safety Protection (E-Meds) Act of 2007- Supported this legislation to require e-prescribing in Medicare Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not. Lobbied for legislation to promote Health IT. Lobbied on structure of Health IT standard-setting body.

HR 3001/ S 1340 - Shared and discusssed actuarial analysis of the CLASS Act regarding creation of a public insurance program for long-term services. S 2337/HR 3363 - Discussion of and support for Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections. S 1070 Elder Justice Act/S 1577 Patient Safety and Abuse Prevention Act of 2007 - Support for both pieces of legislation and strategy for how they might both move forward this year. S 1340 Geriatric Assessment and Chronic Care Coordination Act of 2007- Discussed a demonstration version of this Medicare chronic care coordination and geriatric assessment bill. S 2708 Caring for an Aging America Act of 2008 - Provisions related to increasing the number of professionals trained in geriatrics or gerontology, etc., providing input on legislation and encouraging offices to cosponsor the bill. Discussed draft legislation to make changes to Medicaid HCBS, including the Medicaid state plan option, spousal impoverishment, Medicaid Transformation Grants, etc. HR 1174 Healthy Hospitals Act of 2007- Discussed with sponsors' staff potential endorsement of this legislation to require hospitals to report infection rates. HR 5613 Protecting the Medicaid Safety Net Act of 2008 - Supported this legislation, particularly provisions related to placing a moratorium on seven harmful Medicaid regulations. Lobbied to adjust budget neutrality requirement in waivers to include costs in both Medicare and Medicaid. Medicaid Personal Assistance Services State Plan option- discussion of comment letter sending and receipt. Discussed need to strengthen low-income programs by raising asset limits and streamlining rules, and to keep premiums affordable for all beneficiaries. S 2480/HR 4296 Medicare Electronic Medication and Safety Protection (E-Meds) Act of 2007- Supported provisions related to requiring e-prescribing in Medicare Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not. S 2641/ HR 5799 Nursing Home Quality and Transparency Legislation Act - To protect residents and support for the Nursing Home Transparency and Improvement Act. Discussion of provisions (civil monetary penalties and Special Focus Facilities) in nursing home transparency, accountability, and quality bill. Special Focus Facilities and disclosure of these facilities; criminal background checks for LTC employees; nursing home quality; poor performing nursing homes, family caregiving, nursing home compliance guidelines, Real Choice Systems Change Grants and family caregiver assessments, Home Health CAHPS, LTC Partnership Program (under Medicaid), Aging and Disability Resource Centers (AoA), health care and the uninsured - steps HHS is taking to address this, Medicare Medical Adult Day Care Demonstration. HR 5702 Advance Directive Promotion Act of 2008 - Negotiated provisions on portability of advance directives. HR 2642 - Lobbied for inclusion of Medicaid Regulation Moratoriam in Military Construction and Veterans Affairs Appropriations Act of 2008, and on supplemental appropriations bill. To build support for Medicaid Family Caregiver Assessment Demonstration proposal (no Bill). S 2838/HR 6126 - Input on draft legislation to make arbitration clauses between LTC facilities and their residents or representatives unenforceable; support for this legislation once it was introduced as the Fairness in Nursing Home Arbitration Act, including support letter. Discussion and input on legislation to improve the health/LTC workforce and support family caregivers. Advance directives and end-of-life care, education of the public about these issues, portability, and other issues relating to advance directives. S 1577/HR 3078 - Support for Patient Safety and Abuse Prevention Act (S 1577) and moving the issue forward; provided feedback and in testimony. S 2921 Caring for Wounded Warriors Act of 2008 - Services and supports for family caregivers of certain veterans. Feedback on draft legislation to provide chronic care coordination services to certain Medicare beneficiaries; approaches to improving chronic care for Medicare beneficiaries; discussion of chronic care and Special Needs Plans. S 1102 Part D Equity for Low-Income Seniors Act of 2007- Support for Medicare premium protection and modifications to Medicare Savings Programs/Part D Low-Income Subsidy. S 1758 - Long-term care financing proposals, including the CLASS Act, a public LTC financing program. S. 3164 - Lobbied on Medicare Fraud bill (Martinez and Cornyn) - All provisions related to protecting participants and the Medicare program from fraud and abuse. S. 3118 - Lobbied in opposition to Grassley-McConnell bill - All provisions related to beneficiary access and Medicare improvements, including e-prescribing. S 3101- Urged support of the Medicare Improvements for Patients and Providers Act of 2008 to help improve Medicare. Long Term Care/Reverse Mortgages - To protect consumers when reverse mortgages are used as a LTC financing tool. Green Houses and culture change in LTC facilities. HR 2642 - To keep moratorium on all seven Medicaid regulations in the supplemental appropriations bill. Lobbied on appeal notices for Medicare beneficiaries in Medicare Advantage plans. S 1102 - Lobbied for legislation to increase Medicare Part D LIS. HR 1536 - Lobbied for legislation to increase Medicare Part D LIS asset limits. S 3101/HR 6331 - (Medicare) Lobbied for legislation to protect part B premiums, increase LIS and MSP asset limits, and promote e-prescribing in Medicare. HR 2642 - (Medicaid) Lobbied for inclusion of Medicaid regulation moratorium in Iraq Supplemental.

HR 3001/ S 1340 - Shared and discusssed actuarial analysis of the CLASS Act regarding creation of a public insurance program for long-term services. S 2337/HR 3363 - Discussion of and support for Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections. S 1070/S 1577 - Support for both pieces of legislation and strategy for how they might both move forward this year. S 1340 - Discussed a demonstration version of this Medicare chronic care coordination and geriatric assessment bill. S 2708 - Provisions related to increasing the number of professionals trained in geriatrics or gerontology, etc., providing input on legislation and encouraging offices to cosponsor the bill. Discussed draft legislation to make changes to Medicaid HCBS, including the Medicaid state plan option, spousal impoverishment, Medicaid Transformation Grants, etc. HR 1174/S 1174 - Discussed with sponsors' staff potential endorsement of this legislation to require hospitals to report infection rates. HR 5140- Supported provisions providing rebates to older Americans who do not file income taxes, and potential for adding provisions to temporarily increase federal funding to state Medicaid programs. HR 5613- Supported this legislation, particularly provisions related to placing a moratorium on harmful Medicaid regulations. Lobbied to adjust budget neutrality requirement in waivers to include costs in both Medicare and Medicaid. Filed comment letters with HHS on proposed regulations involving cost sharing and flexibility in benefit packages. Medicaid Personal Assistance Services State Plan option- discussion of comment letter sending and receipt. Advocated for part B premium protection and asset test improvement. Discussed need to strengthen low-income programs by raising asset limits and streamlining rules, and to keep premiums affordable for all beneficiaries. S 2480/HR 4296- Supported provisions related to requiring e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not. S 2641/ HR 5799 Nursing home quality; discussion of provisions (civil monetary penalties and Special Focus Facilities) in nursing home transparency, accountability, and quality bill. Advance directives and end-of-life care: discussed efforts to educate Medicare beneficiaries about advance directives; discussed, negotiated, and provided input on legislation regarding advance directives under Medicare and Medicaid;portability of advance directives, and public education around advance directives. Special Focus Facilities and disclosure of these facilities; criminal background checks for LTC employees; nursing home quality; poor performing nursing homes, family caregiving, nursing home compliance guidelines, Real Choice Systems Change Grants and family caregiver assessments, Home Health CAHPS, LTC Partnership Program (under Medicaid), Aging and Disability Resource Centers (AoA), health care and the uninsured - steps HHS is taking to address this, Medicare Medical Adult Day Care Demonstration.

LONG TERM CARE (SENATE) - Senate, nursing home quality: discussion of provisions (civil monetary penalties and Special Focus Facilities) in nursing home transparency, accountability, and quality bill LONG TERM CARE (HOUSE) - Advance directives and end-of-life care: discussed efforts to educate Medicare beneficiaries about advance directives; discussed, negotiated and provided input on legislation regarding advance directives under Medicare and Medicaid, portability of advance directives, and public education around advance directives LONG TERM CARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Special Focus Facilities and disclosure of these facilities; criminal background checks for LTC employees; nursing home quality, poor performing nursing homes, family caregiving, nursing home compliance guidance, Real Choice Systems Change Grants and family caregiver assessments, Home Health CAHPS, LTC Partnership Program (under Medicaid), Aging and Disability Resource Centers (AoA), health care and the uninsured steps HHS is taking to address this, Medicare Medical Adult Day Care Demonstration LONG TERM CARE (SENATE) - Senate, nursing home quality: discussion of provisions (civil monetary penalties and Special Focus Facilities) in nursing home transparency, accountability, and quality bill LONG TERM CARE (HOUSE) - Advance directives and end-of-life care: discussed efforts to educate Medicare beneficiaries about advance directives; discussed, negotiated and provided input on legislation regarding advance directives under Medicare and Medicaid, portability of advance directives, and public education around advance directives LONG TERM CARE HR 3001 - CLASS Act shared and discussed actuarial analysis of the CLASS Act, a bill to create a public insurance program for long-term services and supports LONG TERM CARE HR 3363 - Discussed support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections; focused consumer protections LONG TERM CARE S 1070/S 1577 - Elder Justice Act (S. 1070) and Patient Safety and Abuse Prevention Act (S. 1577): support for both pieces of legislation and strategy for how they might both move forward this year LONG TERM CARE S 1340 - Geriatric Assessment and Chronic Care Coordination Act, discussed a demonstration version of this Medicare chronic care coordination and geriatric assessment bill LONG TERM CARE S 1758 - CLASS ACT - discussions on Class Act, including actuarial analysis, provisions and strategy on the bill. Bill would create a public long-term care financing program. LONG TERM CARE S 2337 - Discussion of and support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections. LONG TERM CARE S 2337/HR 3363 (SENATE) - Discussion of and support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections LONG TERM CARE S 2708 - Caring for an Aging America Act, a health and long-term care workforce bill to increase the number of professionals trained in geriatrics or gerontology, etc., providing input on legislation and encouraging offices to cosponsor the bill LONG TERM CARE (HOUSE) - Advance directives and end-of-life care: discussed efforts to educate Medicare beneficiaries about advance directives; discussed, negotiated and provided input on legislation regarding advance directives under Medicare and Medicaid, portability of advance directives, and public education around advance directives LONG TERM CARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Special Focus Facilities and disclosure of these facilities; criminal background checks for LTC employees; nursing home quality, poor performing nursing homes, family caregiving, nursing home compliance guidance, Real Choice Systems Change Grants and family caregiver assessments, Home Health CAHPS, LTC Partnership Program (under Medicaid), Aging and Disability Resource Centers (AoA), health care and the uninsured steps HHS is taking to address this, Medicare Medical Adult Day Care Demonstration LONG TERM CARE HR 3001 - CLASS Act shared and discussed actuarial analysis of the CLASS Act, a bill to create a public insurance program for long-term services and supports LONG TERM CARE HR 3363 - Discussed support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections; focused consumer protections LONG TERM CARE S 1070/S 1577 - Elder Justice Act (S. 1070) and Patient Safety and Abuse Prevention Act (S. 1577): support for both pieces of legislation and strategy for how they might both move forward this year LONG TERM CARE S 1340 - Geriatric Assessment and Chronic Care Coordination Act, discussed a demonstration version of this Medicare chronic care coordination and geriatric assessment bill LONG TERM CARE S 1758 - CLASS ACT - discussions on Class Act, including actuarial analysis, provisions and strategy on the bill. Bill would create a public long-term care financing program. LONG TERM CARE S 2337 - Discussion of and support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections. LONG TERM CARE S 2337/HR 3363 (SENATE) - Discussion of and support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections LONG TERM CARE S 2708 - Caring for an Aging America Act, a health and long-term care workforce bill to increase the number of professionals trained in geriatrics or gerontology, etc., providing input on legislation and encouraging offices to cosponsor the bill LONG TERM CARE (HOUSE) - Advance directives and end-of-life care: discussed efforts to educate Medicare beneficiaries about advance directives; discussed, negotiated and provided input on legislation regarding advance directives under Medicare and Medicaid, portability of advance directives, and public education around advance directives LONG TERM CARE (SENATE) - Senate, nursing home quality: discussion of provisions (civil monetary penalties and Special Focus Facilities) in nursing home transparency, accountability, and quality bill LONG TERM CARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Special Focus Facilities and disclosure of these facilities; criminal background checks for LTC employees; nursing home quality, poor performing nursing homes, family caregiving, nursing home compliance guidance, Real Choice Systems Change Grants and family caregiver assessments, Home Health CAHPS, LTC Partnership Program (under Medicaid), Aging and Disability Resource Centers (AoA), health care and the uninsured steps HHS is taking to address this, Medicare Medical Adult Day Care Demonstration LONG TERM CARE HR 3001 - CLASS Act shared and discussed actuarial analysis of the CLASS Act, a bill to create a public insurance program for long-term services and supports LONG TERM CARE HR 3363 - Discussed support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections; focused consumer protections LONG TERM CARE S 1070/S 1577 - Elder Justice Act (S. 1070) and Patient Safety and Abuse Prevention Act (S. 1577): support for both pieces of legislation and strategy for how they might both move forward this year LONG TERM CARE S 1758 - CLASS ACT - discussions on Class Act, including actuarial analysis, provisions and strategy on the bill. Bill would create a public long-term care financing program. LONG TERM CARE S 2337/HR 3363 (SENATE) - Discussion of and support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections LONG TERM CARE S 1340 - Geriatric Assessment and Chronic Care Coordination Act, discussed a demonstration version of this Medicare chronic care coordination and geriatric assessment bill LONG TERM CARE S 2337 - Discussion of and support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections. LONG TERM CARE (HOUSE) - Advance directives and end-of-life care: discussed efforts to educate Medicare beneficiaries about advance directives; discussed, negotiated and provided input on legislation regarding advance directives under Medicare and Medicaid, portability of advance directives, and public education around advance directives LONG TERM CARE (SENATE) - Senate, nursing home quality: discussion of provisions (civil monetary penalties and Special Focus Facilities) in nursing home transparency, accountability, and quality bill LONG TERM CARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Special Focus Facilities and disclosure of these facilities; criminal background checks for LTC employees; nursing home quality, poor performing nursing homes, family caregiving, nursing home compliance guidance, Real Choice Systems Change Grants and family caregiver assessments, Home Health CAHPS, LTC Partnership Program (under Medicaid), Aging and Disability Resource Centers (AoA), health care and the uninsured steps HHS is taking to address this, Medicare Medical Adult Day Care Demonstration LONG TERM CARE HR 3001 - CLASS Act shared and discussed actuarial analysis of the CLASS Act, a bill to create a public insurance program for long-term services and supports LONG TERM CARE HR 3363 - Discussed support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections; focused consumer protections LONG TERM CARE S 1758 - CLASS ACT - discussions on Class Act, including actuarial analysis, provisions and strategy on the bill. Bill would create a public long-term care financing program. LONG TERM CARE S 2337/HR 3363 (SENATE) - Discussion of and support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections LONG TERM CARE S 1340 - Geriatric Assessment and Chronic Care Coordination Act, discussed a demonstration version of this Medicare chronic care coordination and geriatric assessment bill LONG TERM CARE S 2337 - Discussion of and support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections. LONG TERM CARE S 2708 - Caring for an Aging America Act, a health and long-term care workforce bill to increase the number of professionals trained in geriatrics or gerontology, etc., providing input on legislation and encouraging offices to cosponsor the bill LONG TERM CARE S 1070/S 1577 - Elder Justice Act (S. 1070) and Patient Safety and Abuse Prevention Act (S. 1577): support for both pieces of legislation and strategy for how they might both move forward this year MEDICAID (HOUSE) - Lobbied to adjust budget neutrality requirement in waivers to include costs in both Medicare and Medicaid. MEDICAID (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Filed comment letters on proposed regulations involving cost sharing and flexibility in benefit packages. MEDICAID (SENATE) - Discussed draft legislation to make changes to Medicaid HCBS, including the Medicaid state plan option, spousal impoverishment, Medicaid Transformation Grants, etc. MEDICAID HR 1174 - S1174 Health Hospitals Act discussed with sponsors staff potential endorsement of this legislation to require hospitals to report infection rates. MEDICAID HR 5140 (SENATE) - Recovery Rebates and Economic Stimulus for the American People Act of 2008 supported provisions providing rebates to older Americans who do not file income taxes, and potential for adding provisions to temporarily increase federal funding to state Medicaid programs. MEDICAID HR 5613 - Protecting the Medicaid Safety Net Act support this legislation that places a moratorium on harmful Medicaid regulations. MEDICAID (HOUSE) - Lobbied to adjust budget neutrality requirement in waivers to include costs in both Medicare and Medicaid. MEDICAID (SENATE) - Discussed draft legislation to make changes to Medicaid HCBS, including the Medicaid state plan option, spousal impoverishment, Medicaid Transformation Grants, etc. MEDICAID (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Filed comment letters on proposed regulations involving cost sharing and flexibility in benefit packages. MEDICAID HR 1174 - S1174 Health Hospitals Act discussed with sponsors staff potential endorsement of this legislation to require hospitals to report infection rates. MEDICAID HR 5140 (SENATE) - Recovery Rebates and Economic Stimulus for the American People Act of 2008 supported provisions providing rebates to older Americans who do not file income taxes, and potential for adding provisions to temporarily increase federal funding to state Medicaid programs MEDICAID HR 5613 - Protecting the Medicaid Safety Net Act support this legislation that places a moratorium on harmful Medicaid regulations. MEDICAID (HOUSE) - Lobbied to adjust budget neutrality requirement in waivers to include costs in both Medicare and Medicaid. MEDICAID (SENATE) - Discussed draft legislation to make changes to Medicaid HCBS, including the Medicaid state plan option, spousal impoverishment, Medicaid Transformation Grants, etc. MEDICAID (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Filed comment letters on proposed regulations involving cost sharing and flexibility in benefit packages. MEDICAID HR 1174 - S1174 Health Hospitals Act discussed with sponsors staff potential endorsement of this legislation to require hospitals to report infection rates. MEDICAID HR 5140 (SENATE) - Recovery Rebates and Economic Stimulus for the American People Act of 2008 supported provisions providing rebates to older Americans who do not file income taxes, and potential for adding provisions to temporarily increase federal funding to state Medicaid programs MEDICAID HR 5613 - Protecting the Medicaid Safety Net Act support this legislation that places a moratorium on harmful Medicaid regulations. MEDICAID (HOUSE) - Lobbied to adjust budget neutrality requirement in waivers to include costs in both Medicare and Medicaid. MEDICAID (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Filed comment letters on proposed regulations involving cost sharing and flexibility in benefit packages MEDICAID HR 1174 - S1174 Health Hospitals Act discussed with sponsors staff potential endorsement of this legislation to require hospitals to report infection rates. MEDICAID HR 5140 (SENATE) - Recovery Rebates and Economic Stimulus for the American People Act of 2008 supported provisions providing rebates to older Americans who do not file income taxes, and potential for adding provisions to temporarily increase federal funding to state Medicaid programs MEDICAID HR 5613 - Protecting the Medicaid Safety Net Act support this legislation that places a moratorium on harmful Medicaid regulations. MEDICAID (SENATE) - Discussed draft legislation to make changes to Medicaid HCBS, including the Medicaid state plan option, spousal impoverishment, Medicaid Transformation Grants, etc. MEDICAID (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Medicaid Personal Assistance Services State Plan option discussion of comment letter sending and receipt MEDICARE (SENATE) - Senate Medicare package--AARP advocated for part B premium protection and asset test improvement. MEDICARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Discussed need to strengthen low-income programs by raising asset limits and streamlining rules, and to keep premiums affordable for all beneficiaries. MEDICARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) HR 3363 - Support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections. MEDICARE S.2408 (HOUSE) - S. 2408/HR4296 - Medicare Electronic Medication and Safety Protection (E-MEDS) Act of 2007 support this legislation to require e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not. MEDICARE S.2408 (SENATE) - S. 2408/HR4296 - Medicare Electronic Medication and Safety Protection (E-MEDS) Act of 2007 support this legislation to require e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not. MEDICARE (SENATE) - Senate Medicare package--AARP advocated for part B premium protection and asset test improvement. MEDICARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) HR 3363 - Support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections. MEDICARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) HR3363 - Support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections. MEDICARE S.2408 (HOUSE) - S. 2408/HR4296 - Medicare Electronic Medication and Safety Protection (E-MEDS) Act of 2007 support this legislation to require e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not. MEDICARE S.2408 (SENATE) - S. 2408/HR4296 - Medicare Electronic Medication and Safety Protection (E-MEDS) Act of 2007 support this legislation to require e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not. MEDICARE (SENATE) - Senate Medicare package--AARP advocated for part B premium protection and asset test improvement. MEDICARE (SENATE) - Senate Medicare package--AARP advocated for part B premium protection and asset test improvement. MEDICARE (SENATE) - Senate Medicare package--AARP advocated for part B premium protection and asset test improvement. MEDICARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Discussed need to strengthen low-income programs by raising asset limits and streamlining rules, and to keep premiums affordable for all beneficiaries. MEDICARE (SENATE) - Senate Medicare package--AARP advocated for part B premium protection and asset test improvement. MEDICARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) HR 3363 - Support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections. MEDICARE S.2408 (HOUSE) - S. 2408/HR4296 - Medicare Electronic Medication and Safety Protection (E-MEDS) Act of 2007 support this legislation to require e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not. MEDICARE S.2408 (SENATE) - S. 2408/HR4296 - Medicare Electronic Medication and Safety Protection (E-MEDS) Act of 2007 support this legislation to require e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not. MEDICARE (SENATE) - Senate Medicare package--AARP advocated for part B premium protection and asset test improvement. MEDICARE (SENATE) - Senate Medicare package--AARP advocated for part B premium protection and asset test improvement. MEDICARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Discussed need to strengthen low-income programs by raising asset limits and streamlining rules, and to keep premiums affordable for all beneficiaries. MEDICARE S.2408 (HOUSE) - S. 2408/HR4296 - Medicare Electronic Medication and Safety Protection (E-MEDS) Act of 2007 support this legislation to require e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not. MEDICARE S.2408 (SENATE) - S. 2408/HR4296 - Medicare Electronic Medication and Safety Protection (E-MEDS) Act of 2007 support this legislation to require e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not. MEDICARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) HR 3363 - Support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections. MEDICARE (SENATE) - Senate Medicare package--AARP advocated for part B premium protection and asset test improvement.

HR 3001/ S 1340 - Shared and discusssed actuarial analysis of the CLASS Act regarding creation of a public insurance program for long-term services. S 2337/HR 3363 - Discussion of and support for Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections. S 1070 Elder Justice Act/S 1577 Patient Safety and Abuse Prevention Act of 2007 - Support for both pieces of legislation and strategy for how they might both move forward this year. S 1340 Geriatric Assessment and Chronic Care Coordination Act of 2007- Discussed a demonstration version of this Medicare chronic care coordination and geriatric assessment bill. S 2708 Caring for an Aging America Act of 2008 - Provisions related to increasing the number of professionals trained in geriatrics or gerontology, etc., providing input on legislation and encouraging offices to cosponsor the bill. Discussed draft legislation to make changes to Medicaid HCBS, including the Medicaid state plan option, spousal impoverishment, Medicaid Transformation Grants, etc. HR 1174 Healthy Hospitals Act of 2007- Discussed with sponsors' staff potential endorsement of this legislation to require hospitals to report infection rates. HR 5613 Protecting the Medicaid Safety Net Act of 2008 - Supported this legislation, particularly provisions related to placing a moratorium on seven harmful Medicaid regulations. Lobbied to adjust budget neutrality requirement in waivers to include costs in both Medicare and Medicaid. Medicaid Personal Assistance Services State Plan option- discussion of comment letter sending and receipt. Discussed need to strengthen low-income programs by raising asset limits and streamlining rules, and to keep premiums affordable for all beneficiaries. S 2480/HR 4296 Medicare Electronic Medication and Safety Protection (E-Meds) Act of 2007- Supported provisions related to requiring e-prescribing in Medicare Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not. S 2641/ HR 5799 Nursing Home Quality and Transparency Legislation Act - To protect residents and support for the Nursing Home Transparency and Improvement Act. Discussion of provisions (civil monetary penalties and Special Focus Facilities) in nursing home transparency, accountability, and quality bill. Special Focus Facilities and disclosure of these facilities; criminal background checks for LTC employees; nursing home quality; poor performing nursing homes, family caregiving, nursing home compliance guidelines, Real Choice Systems Change Grants and family caregiver assessments, Home Health CAHPS, LTC Partnership Program (under Medicaid), Aging and Disability Resource Centers (AoA), health care and the uninsured - steps HHS is taking to address this, Medicare Medical Adult Day Care Demonstration. HR 5702 Advance Directive Promotion Act of 2008 - Negotiated provisions on portability of advance directives. HR 2642 - Lobbied for inclusion of Medicaid Regulation Moratoriam in Military Construction and Veterans Affairs Appropriations Act of 2008, and on supplemental appropriations bill. To build support for Medicaid Family Caregiver Assessment Demonstration proposal (no Bill). S 2838/HR 6126 - Input on draft legislation to make arbitration clauses between LTC facilities and their residents or representatives unenforceable; support for this legislation once it was introduced as the Fairness in Nursing Home Arbitration Act, including support letter. Discussion and input on legislation to improve the health/LTC workforce and support family caregivers. Advance directives and end-of-life care, education of the public about these issues, portability, and other issues relating to advance directives. S 1577/HR 3078 - Support for Patient Safety and Abuse Prevention Act (S 1577) and moving the issue forward; provided feedback and in testimony. S 2921 Caring for Wounded Warriors Act of 2008 - Services and supports for family caregivers of certain veterans. Feedback on draft legislation to provide chronic care coordination services to certain Medicare beneficiaries; approaches to improving chronic care for Medicare beneficiaries; discussion of chronic care and Special Needs Plans. S 1102 Part D Equity for Low-Income Seniors Act of 2007- Support for Medicare premium protection and modifications to Medicare Savings Programs/Part D Low-Income Subsidy. S 1758 - Long-term care financing proposals, including the CLASS Act, a public LTC financing program. S. 3164 - Lobbied on Medicare Fraud bill (Martinez and Cornyn) - All provisions related to protecting participants and the Medicare program from fraud and abuse. S. 3118 - Lobbied in opposition to Grassley-McConnell bill - All provisions related to beneficiary access and Medicare improvements, including e-prescribing. S 3101- Urged support of the Medicare Improvements for Patients and Providers Act of 2008 to help improve Medicare. Long Term Care/Reverse Mortgages - To protect consumers when reverse mortgages are used as a LTC financing tool. Green Houses and culture change in LTC facilities. HR 2642 - To keep moratorium on all seven Medicaid regulations in the supplemental appropriations bill. Lobbied on appeal notices for Medicare beneficiaries in Medicare Advantage plans. S 1102 - Lobbied for legislation to increase Medicare Part D LIS. HR 1536 - Lobbied for legislation to increase Medicare Part D LIS asset limits. S 3101/HR 6331 - (Medicare) Lobbied for legislation to protect part B premiums, increase LIS and MSP asset limits, and promote e-prescribing in Medicare. HR 2642 - (Medicaid) Lobbied for inclusion of Medicaid regulation moratorium in Iraq Supplemental.

HR 3001/ S 1340 - Shared and discusssed actuarial analysis of the CLASS Act regarding creation of a public insurance program for long-term services. S 2337/HR 3363 - Discussion of and support for Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections. S 1070/S 1577 - Support for both pieces of legislation and strategy for how they might both move forward this year. S 1340 - Discussed a demonstration version of this Medicare chronic care coordination and geriatric assessment bill. S 2708 - Provisions related to increasing the number of professionals trained in geriatrics or gerontology, etc., providing input on legislation and encouraging offices to cosponsor the bill. Discussed draft legislation to make changes to Medicaid HCBS, including the Medicaid state plan option, spousal impoverishment, Medicaid Transformation Grants, etc. HR 1174/S 1174 - Discussed with sponsors' staff potential endorsement of this legislation to require hospitals to report infection rates. HR 5140- Supported provisions providing rebates to older Americans who do not file income taxes, and potential for adding provisions to temporarily increase federal funding to state Medicaid programs. HR 5613- Supported this legislation, particularly provisions related to placing a moratorium on harmful Medicaid regulations. Lobbied to adjust budget neutrality requirement in waivers to include costs in both Medicare and Medicaid. Filed comment letters with HHS on proposed regulations involving cost sharing and flexibility in benefit packages. Medicaid Personal Assistance Services State Plan option- discussion of comment letter sending and receipt. Advocated for part B premium protection and asset test improvement. Discussed need to strengthen low-income programs by raising asset limits and streamlining rules, and to keep premiums affordable for all beneficiaries. S 2480/HR 4296- Supported provisions related to requiring e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not. S 2641/ HR 5799 Nursing home quality; discussion of provisions (civil monetary penalties and Special Focus Facilities) in nursing home transparency, accountability, and quality bill. Advance directives and end-of-life care: discussed efforts to educate Medicare beneficiaries about advance directives; discussed, negotiated, and provided input on legislation regarding advance directives under Medicare and Medicaid;portability of advance directives, and public education around advance directives. Special Focus Facilities and disclosure of these facilities; criminal background checks for LTC employees; nursing home quality; poor performing nursing homes, family caregiving, nursing home compliance guidelines, Real Choice Systems Change Grants and family caregiver assessments, Home Health CAHPS, LTC Partnership Program (under Medicaid), Aging and Disability Resource Centers (AoA), health care and the uninsured - steps HHS is taking to address this, Medicare Medical Adult Day Care Demonstration.

S 623, HR 1038, HR 1956, HR 5629-Lobbied to ensure that Waxman biogenerics legislation is enacted particularly provisions related to ensuring a safe, effective pathway for the approval of comparable, interchangeable biologics. HR 1902/ S 316-Provisions related to preventing abuses in patent settlements between generic and brand name prescription drug manufactures. S 1145-Ensuring that the existing inequitable conduct provisions in Patent Law Act are not weakened. S 242-Lobbied to ensure the passage of legislation that would create a safe system of prescription drug importation. Discussion regarding prescription drug affordability.

S 623/HR 1038 (Access to Life Saving Medicine Act), HR 1956 (Patient Protection and Innovative Biologic Medicines Act of 2007), HR 5629 (Pathway for Biosimilars Act) - Lobbied to ensure that Waxman Biogenerics legislation is enacted particularly provisions related to ensuring a safe, effective pathway for the approval of comparable, interchangeable biologics. HR 1902 (Protecting Consumer Access to Generic Drugs Act of 2007)/ S 316 (Preserve Access to Affordable Generics Act -Provisions related to preventing abuses in patent settlements between generic and brand name prescription drug manufactures. S 1145 Patient Reform Act of 2007- Ensuring that the existing inequitable conduct provisions in Patent Law Act are not weakened. Discussion regarding prescription drug affordability (no Bill). S 3230 Labor/HHS/Education Appropriations FY 2009 - Lobbying for spending levels for Rx comparative effectiveness and to reduce FDA generic drug processing backlog.

HR 3001/ S 1340 - Shared and discusssed actuarial analysis of the CLASS Act regarding creation of a public insurance program for long-term services. S 2337/HR 3363 - Discussion of and support for Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections. S 1070 Elder Justice Act/S 1577 Patient Safety and Abuse Prevention Act of 2007 - Support for both pieces of legislation and strategy for how they might both move forward this year. S 1340 Geriatric Assessment and Chronic Care Coordination Act of 2007- Discussed a demonstration version of this Medicare chronic care coordination and geriatric assessment bill. S 2708 Caring for an Aging America Act of 2008 - Provisions related to increasing the number of professionals trained in geriatrics or gerontology, etc., providing input on legislation and encouraging offices to cosponsor the bill. Discussed draft legislation to make changes to Medicaid HCBS, including the Medicaid state plan option, spousal impoverishment, Medicaid Transformation Grants, etc. HR 1174 Healthy Hospitals Act of 2007- Discussed with sponsors' staff potential endorsement of this legislation to require hospitals to report infection rates. HR 5613 Protecting the Medicaid Safety Net Act of 2008 - Supported this legislation, particularly provisions related to placing a moratorium on seven harmful Medicaid regulations. Lobbied to adjust budget neutrality requirement in waivers to include costs in both Medicare and Medicaid. Medicaid Personal Assistance Services State Plan option- discussion of comment letter sending and receipt. Discussed need to strengthen low-income programs by raising asset limits and streamlining rules, and to keep premiums affordable for all beneficiaries. S 2480/HR 4296 Medicare Electronic Medication and Safety Protection (E-Meds) Act of 2007- Supported provisions related to requiring e-prescribing in Medicare Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not. S 2641/ HR 5799 Nursing Home Quality and Transparency Legislation Act - To protect residents and support for the Nursing Home Transparency and Improvement Act. Discussion of provisions (civil monetary penalties and Special Focus Facilities) in nursing home transparency, accountability, and quality bill. Special Focus Facilities and disclosure of these facilities; criminal background checks for LTC employees; nursing home quality; poor performing nursing homes, family caregiving, nursing home compliance guidelines, Real Choice Systems Change Grants and family caregiver assessments, Home Health CAHPS, LTC Partnership Program (under Medicaid), Aging and Disability Resource Centers (AoA), health care and the uninsured - steps HHS is taking to address this, Medicare Medical Adult Day Care Demonstration. HR 5702 Advance Directive Promotion Act of 2008 - Negotiated provisions on portability of advance directives. HR 2642 - Lobbied for inclusion of Medicaid Regulation Moratoriam in Military Construction and Veterans Affairs Appropriations Act of 2008, and on supplemental appropriations bill. To build support for Medicaid Family Caregiver Assessment Demonstration proposal (no Bill). S 2838/HR 6126 - Input on draft legislation to make arbitration clauses between LTC facilities and their residents or representatives unenforceable; support for this legislation once it was introduced as the Fairness in Nursing Home Arbitration Act, including support letter. Discussion and input on legislation to improve the health/LTC workforce and support family caregivers. Advance directives and end-of-life care, education of the public about these issues, portability, and other issues relating to advance directives. S 1577/HR 3078 - Support for Patient Safety and Abuse Prevention Act (S 1577) and moving the issue forward; provided feedback and in testimony. S 2921 Caring for Wounded Warriors Act of 2008 - Services and supports for family caregivers of certain veterans. Feedback on draft legislation to provide chronic care coordination services to certain Medicare beneficiaries; approaches to improving chronic care for Medicare beneficiaries; discussion of chronic care and Special Needs Plans. S 1102 Part D Equity for Low-Income Seniors Act of 2007- Support for Medicare premium protection and modifications to Medicare Savings Programs/Part D Low-Income Subsidy. S 1758 - Long-term care financing proposals, including the CLASS Act, a public LTC financing program. S. 3164 - Lobbied on Medicare Fraud bill (Martinez and Cornyn) - All provisions related to protecting participants and the Medicare program from fraud and abuse. S. 3118 - Lobbied in opposition to Grassley-McConnell bill - All provisions related to beneficiary access and Medicare improvements, including e-prescribing. S 3101- Urged support of the Medicare Improvements for Patients and Providers Act of 2008 to help improve Medicare. Long Term Care/Reverse Mortgages - To protect consumers when reverse mortgages are used as a LTC financing tool. Green Houses and culture change in LTC facilities. HR 2642 - To keep moratorium on all seven Medicaid regulations in the supplemental appropriations bill. Lobbied on appeal notices for Medicare beneficiaries in Medicare Advantage plans. S 1102 - Lobbied for legislation to increase Medicare Part D LIS. HR 1536 - Lobbied for legislation to increase Medicare Part D LIS asset limits. S 3101/HR 6331 - (Medicare) Lobbied for legislation to protect part B premiums, increase LIS and MSP asset limits, and promote e-prescribing in Medicare. HR 2642 - (Medicaid) Lobbied for inclusion of Medicaid regulation moratorium in Iraq Supplemental.

HR 5140 Recovery Rebates and Economic Stimulus for the American People Act of 2008 - Lobbied in favor of including senior rebate in the economic stimulus bill. HR 2167/ S 1141 Automatic IRA of 2007- Provisions related to establishing an auto IRA for workers not covered by pension plan. HR 5719 Taxpayer Assistance and Simplification Act of 2008 - Discussed various provisions that could be included in a bill drafted to make the administration of the tax code more effective and efficient. A general discussion of the political, economic and social conditions that would create the conditions necessary to reform the tax code and possible changes that would simplify the tax code and make it more equitable (no Bill). Meeting with House Small Business Committee to discuss the agenda for the Committee hearing scheduled for April 10, 2008 on small business taxes and impact on retirement security (no Bill). HR 1540 Civil Rights Tax Relief Act of 2007- Provisions related to excluding from gross income amounts received as damages due to discriminatory conduct. HR 6237 Tax Relief for Long-Term Care Act of 2008 - All provisions regarding tax relief for family caregivers and purchasers of LTC insurance, the Tax Relief Act of 2008.

HR 5140- Lobbied in favor of including senior rebate in the economic stimulus bill. HR 2167/ S 114- Provisions related to establishing an auto IRA for workers not covered by pension plan. HR 5719- Discussed various provisions that could be included in a bill drafted to make the administration of the tax code more effective and efficient. A general discussion of the political, economic and social conditions that would create the conditions necessary to reform the tax code and possible changes that would simplify the tax code and make it more equitable. Meeting with tax counsel for the House Small Business Committee to discuss the agenda for the Committee hearing scheduled for April 10, 2008. HR 1540- Provisions related to excluding from gross income amounts received as damages due to discriminatory conduct.

TAX REFORM HR 5140 - (HOUSE)Lobbied in favor of including senior rebate in the stimulus bill. TAX REFORM HR 5140 (SENATE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX REFORM HR 5140 - (HOUSE) Lobbied in favor of including senior rebate in the stimulus bill. TAX REFORM HR 2167 - Legislation to establish an auto IRA for workers not covered by pension plan. TAX REFORM HR 5140 (HOUSE)- Lobbied in favor of including senior rebate in the stimulus bill. TAX REFORM HR 5140 (SENATE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX REFORM HR 5719 - A discussion of the various provisions that could be included in a bill drafted to make the administration of the tax code more effective and efficient. TAX REFORM HR 2167 (SENATE) - Legislation to establish an auto IRA for workers not covered by pension plan. TAX REFORM S 1141 (SENATE) - Legislation to establish an auto IRA for workers not covered by pension plan. TAX REFORM S 1141 (HOUSE) - Legislation to establish an auto IRA for workers not covered by pension plan. TAX REFORM HR 2167 (SENATE) - Legislation to establish an auto IRA for workers not covered by pension plan. TAX REFORM HR 2167 (HOUSE) - Legislation to establish an auto IRA for workers not covered by pension plan. TAX REFORM HR 5140 - (HOUSE)Lobbied in favor of including senior rebate in the stimulus bill. TAX REFORM HR 5140 (SENATE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX REFORM HR 5719 - A discussion of the various provisions that could be included in a bill drafted to make the administration of the tax code more effective and efficient. TAX REFORM S 1141 (HOUSE) - Legislation to establish an auto IRA for workers not covered by pension plan. TAX REFORM S 1141 (SENATE) - Legislation to establish an auto IRA for workers not covered by pension plan. TAX REFORM HR 2167 (HOUSE) - Legislation to establish an auto IRA for workers not covered by pension plan. TAX REFORM HR 2167 (SENATE) - Legislation to establish an auto IRA for workers not covered by pension plan. TAX REFORM HR 5140 (SENATE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX REFORM HR 5140 (HOUSE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX REFORM S 1141 (SENATE) - Legislation to establish an auto IRA for workers not covered by pension plan. TAX REFORM S 1141 (HOUSE) - Legislation to establish an auto IRA for workers not covered by pension plan. TAX REFORM (HOUSE) - A general discussion of the political, economic and social conditions that would create the conditions necessary to reform the tax code and possible changes that would simplify the tax code and make it more equitable. TAX REFORM (SENATE) - A general discussion of the political, economic and social conditions that would create the conditions necessary to reform the tax code and possible changes that would simplify the tax code and make it more equitable. TAX REFORM (HOUSE) - Meeting with tax counsel for the House Small Business Committee to discuss the agenda for the Committee hearing scheduled for April 10, 2008. TAX REFORM HR 1540 - To exclude from gross income amounts received as damages due to discriminatory conduct TAX REFORM HR 5719 - A discussion of the various provisions that could be included in a bill drafted to make the administration of the tax code more effective and efficient. TAX REFORM-SAVINGS INCENTIVES HR 5140 (SENATE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX REFORM-SAVINGS INCENTIVES HR 5140 (HOUSE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX REFORM-SAVINGS INCENTIVES HR 5140 (HOUSE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX REFORM-SAVINGS INCENTIVES HR 5140 (SENATE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX REFORM-SAVINGS INCENTIVES HR 5140 (SENATE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX REFORM-SAVINGS INCENTIVES HR 5140 (SENATE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX REFORM-SAVINGS INCENTIVES HR 5140 (HOUSE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX REFORM-SAVINGS INCENTIVES HR 5140 (HOUSE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX REFORM-SAVINGS INCENTIVES HR 5140 (SENATE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX REFORM-SAVINGS INCENTIVES HR 5140 (HOUSE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX REFORM-SAVINGS INCENTIVES HR 5140 (SENATE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX RELIEF HR 5140 (SENATE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX RELIEF HR 5140 (HOUSE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX RELIEF HR 5140 (SENATE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX RELIEF HR 5140 (HOUSE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX RELIEF HR 5140 (SENATE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX RELIEF HR 5140 (HOUSE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX RELIEF HR 5140 (HOUSE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX RELIEF HR 5140 (SENATE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX RELIEF HR 5140 (SENATE) - Lobbied in favor of including senior rebate in the stimulus bill. TAX RELIEF HR 5140 (SENATE) - Urging vote for Recovery Rebates and Economic Stimulus for the American People Act of 2008 (H.R. 5140) TAX RELIEF HR 5140 (SENATE) - Letters and discussions to support passage of Economic Stimulus Bill to ensure that it includes stimulus payments for older Americans who are eligible to receive one. TAX RELIEF HR 5140 (HOUSE) - Letters and discussions to support passage of Economic Stimulus Bill to ensure that it includes stimulus payments for older Americans who are eligible to receive one.

HR 5140 Tax Relief, urging vote for Recovery Rebates and Economic Stimulus for the American People Act of 2008. HR 2167/ S 1141 Automatic IRA of 2007- Provisions related to establishing an auto IRA for workers not covered by pension plan. HR 5719 Taxpayer Assistance and Simplification Act of 2008 - Discussed various provisions that could be included in a bill drafted to make the administration of the tax code more effective and efficient. Discussed political, economic and social conditions that would create the conditions necessary to reform the tax code and possible changes that would simplify the tax code and make it more equitable (no Bill). HR 1540 Civil Rights Tax Relief Act of 2007- Provisions related to excluding from gross income amounts received as damages due to discriminatory conduct. HR 6237 Tax Relief for Long-Term Care Act of 2008 - All provisions regarding tax relief for family caregivers and purchasers of LTC insurance, the Tax Relief Act of 2008. S 3032/S 3532 Give Act HR 6283 Reimbursing Our American Drivers (ROAD) Act of 2008 - Lobbied in favor of allowing non-profit organizations to reimburse volunteers (without income tax consequences for mileage driven for charitable purposes up to the business mileage rate, and increasing the mileage deduction allowed for charitable purposes. S 3260 Financial Services and General Government Appropriations, FY 2009 - Lobbied for increased funding for IRS taxpayer assistance programs (Tax Counseling for the Elderly and VITA).

HR 3548 - Provisions related to detering predatory lending practices and helping to protect older homeowners from foreclosure. HR 5818 - Lobbied to help prevent older homeowners from losing their homes to foreclosure. S 2636 - All provisions in Title IV related to allowing bankruptcy judges to restructure subprime mortgage debt for primary residences; lobbied the bill to help prevent older homeowners from losing their homes to foreclosure. HR 3609 Emergency Home Ownership and Mortgage Equity Protection Act of 2007- Provisions related to allowing judges to modify the terms of mortages in bankruptcy to reduce foreclosures. S. 2684 Section 8 Voucher Reform Act of 2008 - Provisions related to stabilizing the funding formula for Section 8 Vouchers to provide more affordable housing options for our members and their families. HR 5758/S. 2490 Reverse Mortgage Proceeds Protection Act - Supported passage of this bill and House companion bill to better prevent reverse mortgage borrowers from fraud and abuse. HR 1852/S 2338 FHA Modernization Act of 2007- Lobbied to expand the FHA-insured reverse mortgage program while limiting origination fees charged by lenders. HR 3221 Foreclosure Prevention Act of 2008 - Lobbied to help prevent older homeowners from losing their homes to foreclosure and to expand FHA reverse mortgage programs. HR 6076 Home Retention and Economic Stabilization Act of 2008 - Lobbied for a foreclosure deferral to help members workout loans in default or refinance into new loans. Lobbied for affordable housing assistance spending.

HR 3548 Plain Language in Government Communications Act - Provisions related to detering predatory lending practices and helping to protect older homeowners from foreclosure. HR 5818 Neighborhood Stablization Act - Lobbied to help prevent older homeowners from losing their homes to foreclosure. . S 2636 Foreclosure Prevention Act of 2008 - All provisions in Title IV related to allowing bankruptcy judges to restructure subprime mortgage debt for primary residences; lobbied the bill to help prevent older homeowners from losing their homes to foreclosure HR 3609 Emergency Home Ownership and Mortgage Equity Protection Act of 2007- Provisions related to allowing judges to modify the terms of mortages in bankruptcy to reduce foreclosures. S. 2684 Section 8 Voucher Reform Act of 2008 - Provisions related to stabilizing the funding formula for Section 8 Vouchers to provide more affordable housing options for our members and their families. HR 5758/S. 2490 Reverse Mortgage Proceeds Protection Act - Supported passage of this bill and House companion bill to better prevent reverse mortgage borrowers from fraud and abuse. HR 1852/S 2338 Expanding American Homeownership - Lobbied to expand the FHA-insured reverse mortgage program while limiting origination fees charged by lenders. HR 3221 Housing and Economic Recovery Act - Lobbied (1) to include mandatory loan modification mechansm for borrowers facing foreclosure, (2) to expand the FHA Home Equity Conversion Mortgage (HECM) program, cap HECM origination fees, and provide HECM consumer protections, and (3) to create and fund a federal affordable housing trust fund. HR 6076 Home Retention and Economic Stabilization Act of 2008 - Lobbied for a foreclosure deferral to help members workout loans in default or refinance into new loans. S 3261 Transportation and HUD Appropriations - Lobbied for affordable housing assistance spending. HR 6033 Home-Based Health Services Job Training and Caregiving Act of 2008 - Lobbied to expand the bill to cover more types of housing and to ensure the competitive nature of the grants program. S 2490 Reverse Mortgage Proceeds Protections Act - Lobbied to increase protections for Home Equity Conversion Mortgage loan recipients. S 3261 Transportation/HUD Appropriations, FY 2009 - Lobbied for Section 202, Housing for the Elderly program funding. HR 3997/HR 1424 - Emergency Economic Stabilization Act - Lobbied to include provisions to assist troubled homeowners, including the ability for bankruptcy judges to modify primary mortgage debt.

HR 3001/ S 1340 - Shared and discusssed actuarial analysis of the CLASS Act regarding creation of a public insurance program for long-term services. S 2337/HR 3363 - Discussion of and support for Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections. S 1070 Elder Justice Act/S 1577 Patient Safety and Abuse Prevention Act of 2007 - Support for both pieces of legislation and strategy for how they might both move forward this year. S 1340 Geriatric Assessment and Chronic Care Coordination Act of 2007- Discussed a demonstration version of this Medicare chronic care coordination and geriatric assessment bill. S 2708 Caring for an Aging America Act of 2008 - Provisions related to increasing the number of professionals trained in geriatrics or gerontology, etc., providing input on legislation and encouraging offices to cosponsor the bill. Discussed draft legislation to make changes to Medicaid HCBS, including the Medicaid state plan option, spousal impoverishment, Medicaid Transformation Grants, etc. HR 1174 Healthy Hospitals Act of 2007- Discussed with sponsors' staff potential endorsement of this legislation to require hospitals to report infection rates. HR 5613 Protecting the Medicaid Safety Net Act of 2008 - Supported this legislation, particularly provisions related to placing a moratorium on seven harmful Medicaid regulations. Lobbied to adjust budget neutrality requirement in waivers to include costs in both Medicare and Medicaid. Medicaid Personal Assistance Services State Plan option- discussion of comment letter sending and receipt. Discussed need to strengthen low-income programs by raising asset limits and streamlining rules, and to keep premiums affordable for all beneficiaries. S 2480/HR 4296 Medicare Electronic Medication and Safety Protection (E-Meds) Act of 2007- Supported provisions related to requiring e-prescribing in Medicare Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not. S 2641/ HR 5799 Nursing Home Quality and Transparency Legislation Act - To protect residents and support for the Nursing Home Transparency and Improvement Act. Discussion of provisions (civil monetary penalties and Special Focus Facilities) in nursing home transparency, accountability, and quality bill. Special Focus Facilities and disclosure of these facilities; criminal background checks for LTC employees; nursing home quality; poor performing nursing homes, family caregiving, nursing home compliance guidelines, Real Choice Systems Change Grants and family caregiver assessments, Home Health CAHPS, LTC Partnership Program (under Medicaid), Aging and Disability Resource Centers (AoA), health care and the uninsured - steps HHS is taking to address this, Medicare Medical Adult Day Care Demonstration. HR 5702 Advance Directive Promotion Act of 2008 - Negotiated provisions on portability of advance directives. HR 2642 - Lobbied for inclusion of Medicaid Regulation Moratoriam in Military Construction and Veterans Affairs Appropriations Act of 2008, and on supplemental appropriations bill. To build support for Medicaid Family Caregiver Assessment Demonstration proposal (no Bill). S 2838/HR 6126 - Input on draft legislation to make arbitration clauses between LTC facilities and their residents or representatives unenforceable; support for this legislation once it was introduced as the Fairness in Nursing Home Arbitration Act, including support letter. Discussion and input on legislation to improve the health/LTC workforce and support family caregivers. Advance directives and end-of-life care, education of the public about these issues, portability, and other issues relating to advance directives. S 1577/HR 3078 - Support for Patient Safety and Abuse Prevention Act (S 1577) and moving the issue forward; provided feedback and in testimony. S 2921 Caring for Wounded Warriors Act of 2008 - Services and supports for family caregivers of certain veterans. Feedback on draft legislation to provide chronic care coordination services to certain Medicare beneficiaries; approaches to improving chronic care for Medicare beneficiaries; discussion of chronic care and Special Needs Plans. S 1102 Part D Equity for Low-Income Seniors Act of 2007- Support for Medicare premium protection and modifications to Medicare Savings Programs/Part D Low-Income Subsidy. S 1758 - Long-term care financing proposals, including the CLASS Act, a public LTC financing program. S. 3164 - Lobbied on Medicare Fraud bill (Martinez and Cornyn) - All provisions related to protecting participants and the Medicare program from fraud and abuse. S. 3118 - Lobbied in opposition to Grassley-McConnell bill - All provisions related to beneficiary access and Medicare improvements, including e-prescribing. S 3101- Urged support of the Medicare Improvements for Patients and Providers Act of 2008 to help improve Medicare. Long Term Care/Reverse Mortgages - To protect consumers when reverse mortgages are used as a LTC financing tool. Green Houses and culture change in LTC facilities. HR 2642 - To keep moratorium on all seven Medicaid regulations in the supplemental appropriations bill. Lobbied on appeal notices for Medicare beneficiaries in Medicare Advantage plans. S 1102 - Lobbied for legislation to increase Medicare Part D LIS. HR 1536 - Lobbied for legislation to increase Medicare Part D LIS asset limits. S 3101/HR 6331 - (Medicare) Lobbied for legislation to protect part B premiums, increase LIS and MSP asset limits, and promote e-prescribing in Medicare. HR 2642 - (Medicaid) Lobbied for inclusion of Medicaid regulation moratorium in Iraq Supplemental.

HR 3001/ S 1340 - Shared and discusssed actuarial analysis of the CLASS Act regarding creation of a public insurance program for long-term services. S 2337/HR 3363 - Discussion of and support for Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections. S 1070/S 1577 - Support for both pieces of legislation and strategy for how they might both move forward this year. S 1340 - Discussed a demonstration version of this Medicare chronic care coordination and geriatric assessment bill. S 2708 - Provisions related to increasing the number of professionals trained in geriatrics or gerontology, etc., providing input on legislation and encouraging offices to cosponsor the bill. Discussed draft legislation to make changes to Medicaid HCBS, including the Medicaid state plan option, spousal impoverishment, Medicaid Transformation Grants, etc. HR 1174/S 1174 - Discussed with sponsors' staff potential endorsement of this legislation to require hospitals to report infection rates. HR 5140- Supported provisions providing rebates to older Americans who do not file income taxes, and potential for adding provisions to temporarily increase federal funding to state Medicaid programs. HR 5613- Supported this legislation, particularly provisions related to placing a moratorium on harmful Medicaid regulations. Lobbied to adjust budget neutrality requirement in waivers to include costs in both Medicare and Medicaid. Filed comment letters with HHS on proposed regulations involving cost sharing and flexibility in benefit packages. Medicaid Personal Assistance Services State Plan option- discussion of comment letter sending and receipt. Advocated for part B premium protection and asset test improvement. Discussed need to strengthen low-income programs by raising asset limits and streamlining rules, and to keep premiums affordable for all beneficiaries. S 2480/HR 4296- Supported provisions related to requiring e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not. S 2641/ HR 5799 Nursing home quality; discussion of provisions (civil monetary penalties and Special Focus Facilities) in nursing home transparency, accountability, and quality bill. Advance directives and end-of-life care: discussed efforts to educate Medicare beneficiaries about advance directives; discussed, negotiated, and provided input on legislation regarding advance directives under Medicare and Medicaid;portability of advance directives, and public education around advance directives. Special Focus Facilities and disclosure of these facilities; criminal background checks for LTC employees; nursing home quality; poor performing nursing homes, family caregiving, nursing home compliance guidelines, Real Choice Systems Change Grants and family caregiver assessments, Home Health CAHPS, LTC Partnership Program (under Medicaid), Aging and Disability Resource Centers (AoA), health care and the uninsured - steps HHS is taking to address this, Medicare Medical Adult Day Care Demonstration.

HR 3548 Plain Language in Government Communications Act - Provisions related to detering predatory lending practices and helping to protect older homeowners from foreclosure. HR 5818 Neighborhood Stablization Act - Lobbied to help prevent older homeowners from losing their homes to foreclosure. . S 2636 Foreclosure Prevention Act of 2008 - All provisions in Title IV related to allowing bankruptcy judges to restructure subprime mortgage debt for primary residences; lobbied the bill to help prevent older homeowners from losing their homes to foreclosure HR 3609 Emergency Home Ownership and Mortgage Equity Protection Act of 2007- Provisions related to allowing judges to modify the terms of mortages in bankruptcy to reduce foreclosures. S. 2684 Section 8 Voucher Reform Act of 2008 - Provisions related to stabilizing the funding formula for Section 8 Vouchers to provide more affordable housing options for our members and their families. HR 5758/S. 2490 Reverse Mortgage Proceeds Protection Act - Supported passage of this bill and House companion bill to better prevent reverse mortgage borrowers from fraud and abuse. HR 1852/S 2338 Expanding American Homeownership - Lobbied to expand the FHA-insured reverse mortgage program while limiting origination fees charged by lenders. HR 3221 Housing and Economic Recovery Act - Lobbied (1) to include mandatory loan modification mechansm for borrowers facing foreclosure, (2) to expand the FHA Home Equity Conversion Mortgage (HECM) program, cap HECM origination fees, and provide HECM consumer protections, and (3) to create and fund a federal affordable housing trust fund. HR 6076 Home Retention and Economic Stabilization Act of 2008 - Lobbied for a foreclosure deferral to help members workout loans in default or refinance into new loans. S 3261 Transportation and HUD Appropriations - Lobbied for affordable housing assistance spending. HR 6033 Home-Based Health Services Job Training and Caregiving Act of 2008 - Lobbied to expand the bill to cover more types of housing and to ensure the competitive nature of the grants program. S 2490 Reverse Mortgage Proceeds Protections Act - Lobbied to increase protections for Home Equity Conversion Mortgage loan recipients. S 3261 Transportation/HUD Appropriations, FY 2009 - Lobbied for Section 202, Housing for the Elderly program funding. HR 3997/HR 1424 - Emergency Economic Stabilization Act - Lobbied to include provisions to assist troubled homeowners, including the ability for bankruptcy judges to modify primary mortgage debt.

HR 3548 - To deter predatory lending practices and help prevent older homeowners from foreclosure. HR 5818 - Lobbied to help prevent older homeowners from losing their homes to foreclosure. S 2636 - Working on Title IV of the bill to allow bankruptcy judges to restructure subprime mortgage debt for primary residences; lobbied the bill to help prevent older homeowners from losing their homes to foreclosure. HR 3609 - Promote legislation which would allow judges to modify the terms of mortages in bankruptcy to reduce foreclosures. S. 2684 - Lobbied the bill to stabilize the funding formula for Section 8 Vouchers to provide more affordable housing options for our members and their families. S. 2490 - Working in support of this bill to better prevent reverse mortgage borrowers from fraud and abuse. HR 1852/S 2338 - Lobbied to expand the FHA-insured reverse mortgage program while limiting origination fees charged by lenders.

HR 3548 - Provisions related to detering predatory lending practices and helping to protect older homeowners from foreclosure. HR 5818 - Lobbied to help prevent older homeowners from losing their homes to foreclosure. S 2636 - All provisions in Title IV related to allowing bankruptcy judges to restructure subprime mortgage debt for primary residences; lobbied the bill to help prevent older homeowners from losing their homes to foreclosure. HR 3609 Emergency Home Ownership and Mortgage Equity Protection Act of 2007- Provisions related to allowing judges to modify the terms of mortages in bankruptcy to reduce foreclosures. S. 2684 Section 8 Voucher Reform Act of 2008 - Provisions related to stabilizing the funding formula for Section 8 Vouchers to provide more affordable housing options for our members and their families. HR 5758/S. 2490 Reverse Mortgage Proceeds Protection Act - Supported passage of this bill and House companion bill to better prevent reverse mortgage borrowers from fraud and abuse. HR 1852/S 2338 FHA Modernization Act of 2007- Lobbied to expand the FHA-insured reverse mortgage program while limiting origination fees charged by lenders. HR 3221 Foreclosure Prevention Act of 2008 - Lobbied to help prevent older homeowners from losing their homes to foreclosure and to expand FHA reverse mortgage programs. HR 6076 Home Retention and Economic Stabilization Act of 2008 - Lobbied for a foreclosure deferral to help members workout loans in default or refinance into new loans. Lobbied for affordable housing assistance spending.

HOUSING (SENATE) - To deter predatory lending practices and help prevent older homeowners from foreclosure HOUSING HR 3548 - To deter predatory lending practices and help prevent older homeowners from foreclosure HOUSING HR 5818 - Lobbied to help prevent older homeowners from losing their homes to foreclosure. HOUSING S 2636 - Working on title IV of the bill to allow bankruptcy judges to restructure subprime mortgage debt for primary residences; lobbied the bill to help prevent older homeowners from losing their homes to foreclosure. HOUSING (SENATE) - To deter predatory lending practices and help prevent older homeowners from foreclosure HOUSING HR 3548 - To deter predatory lending practices and help prevent older homeowners from foreclosure HOUSING HR 5818 - Lobbied to help prevent older homeowners from losing their homes to foreclosure. HOUSING S 2636 - Working on title IV of the bill to allow bankruptcy judges to restructure subprime mortgage debt for primary residences; lobbied the bill to help prevent older homeowners from losing their homes to foreclosure. HOUSING S 2636 (HOUSE) - Working on title IV of the bill to allow bankruptcy judges to restructure subprime mortgage debt for primary residences; lobbied the bill to help prevent older homeowners from losing their homes to foreclosure. HOUSING (SENATE) - To deter predatory lending practices and help prevent older homeowners from foreclosure HOUSING HR 3548 - To deter predatory lending practices and help prevent older homeowners from foreclosure HOUSING HR 3609 - Emergency Home Ownership and Mortgage Equity Protection Act- Promote legislation which would allow judges to modify the terms of mortgages in bankruptcy to reduce foreclosures. HOUSING S 2636 - Working on title IV of the bill to allow bankruptcy judges to restructure subprime mortgage debt for primary residences; lobbied the bill to help prevent older homeowners from losing their homes to foreclosure. HOUSING S 2636 - Working on title IV of the bill to allow bankruptcy judges to restructure subprime mortgage debt for primary residences; lobbied the bill to help prevent older homeowners from losing their homes to foreclosure. HOUSING HR 5818 - Lobbied to help prevent older homeowners from losing their homes to foreclosure. HOUSING S 2636 - Working on title IV of the bill to allow bankruptcy judges to restructure subprime mortgage debt for primary residences; lobbied the bill to help prevent older homeowners from losing their homes to foreclosure. HOUSING-PUBLIC S 2684 - Lobbied the bill to stabilize the funding formula for Section 8 Vouchers to provide more affordable housing options for our members and their families. HOUSING-PUBLIC S 2684 - Lobbied the bill to stabilize the funding formula for Section 8 Vouchers to provide more affordable housing options for our members and their families. HOUSING-PUBLIC S 2684 - Lobbied the bill to stabilize the funding formula for Section 8 Vouchers to provide more affordable housing options for our members and their families. REVERSE MORTGAGES HR 1852/S 2338 (HOUSE) - Lobbied to expand the FHA-insured reverse mortgage program while limiting origination fees charged by lenders. REVERSE MORTGAGES S 2490 - Working in support of this bill to better prevent reverse mortgage borrowers from fraud and abuse. REVERSE MORTGAGES HR 1852/S 2338 (HOUSE) - Lobbied to expand the FHA-insured reverse mortgage program while limiting origination fees charged by lenders. REVERSE MORTGAGES S 2490 - Working in support of this bill to better prevent reverse mortgage borrowers from fraud and abuse. REVERSE MORTGAGES HR 1852/S 2338 (HOUSE) - Lobbied to expand the FHA-insured reverse mortgage program while limiting origination fees charged by lenders. REVERSE MORTGAGES S 2490 - Working in support of this bill to better prevent reverse mortgage borrowers from fraud and abuse. REVERSE MORTGAGES S 2490 (HOUSE) - Working in support of this bill to better prevent reverse mortgage borrowers from fraud and abuse.

HR 3548 - Provisions related to detering predatory lending practices and helping to protect older homeowners from foreclosure. HR 5818 - Lobbied to help prevent older homeowners from losing their homes to foreclosure. S 2636 - All provisions in Title IV related to allowing bankruptcy judges to restructure subprime mortgage debt for primary residences; lobbied the bill to help prevent older homeowners from losing their homes to foreclosure. HR 3609 - Provisions related to allowing judges to modify the terms of mortages in bankruptcy to reduce foreclosures. S. 2684 - Provisions related to stabilizing the funding formula for Section 8 Vouchers to provide more affordable housing options for our members and their families. S. 2490 - Supported passage of this bill to better prevent reverse mortgage borrowers from fraud and abuse. HR 1852/S 2338 - Lobbied to expand the FHA-insured reverse mortgage program while limiting origination fees charged by lenders.

S 2795/HR 5918 Small Business Health Options Program Act of 2008 - Discussed concerns on small business health insurance coverage. Discussed proposal for health insurance reinsurance. S 334 Healthy Americans Act - Discussed Senator Wyden's health care reform bill. Stakeholder meeting on health care quality. HR 3701/S 845 Keeping Seniors Safe from Falls Act of 2007- Lobbied for all provisions to direct the Secretary of HHS to conduct public and professional education, research, and demonstration grants to prevent falls among the elderly. SCR 70 - Lobbied in favor of Medicare premium protection language in the budget and for reserve funds for health. Divided We Fail, an initiative to give voice to millions of Americans who are tired of letting Washington gridlock stand in the way of affordable, quality health care and long-term financial security - the most pressing domestic issues facing our nation. Lobbied for spending levels for Rx comparative effectiveness, nursing education, NIH research, Falls Prevention and other similar accounts. Discussed the need for bipartisan action on health care reform legislation, and how AARP could be helpful in vetting such proposals with its members. Expressed concern about proposed regulation regarding reduction of annual reassignment of LIS population in Medicare Part D. HR 3800/S 1693 - Wired for Health Act/Promotion of Health Information Technology Act - Strongly promoted enactment of this legislation to promote adoption of health information technology. S 2408/HR 4296 Medicare Electronic Medication and Safety Protection (E-Meds) Act of 2007- Supported this legislation to require e-prescribing in Medicare Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not. Lobbied for legislation to promote Health IT. Lobbied on structure of Health IT standard-setting body.

S 2686/HR 5951-The Safe and Complete Streets Act of 2008 - Lobbied for all provisions related to ensuring that future transportation investments made by state Departments of Transportation and Metropolitan Planning Organizations create appropriate and safe transportation facilities for all those using the road-motorists, transit vehicles and riders, bicyclists, and pedestrians of all ages and abilities.

HR 3548 Plain Language in Government Communications Act - Provisions related to detering predatory lending practices and helping to protect older homeowners from foreclosure. HR 5818 Neighborhood Stablization Act - Lobbied to help prevent older homeowners from losing their homes to foreclosure. . S 2636 Foreclosure Prevention Act of 2008 - All provisions in Title IV related to allowing bankruptcy judges to restructure subprime mortgage debt for primary residences; lobbied the bill to help prevent older homeowners from losing their homes to foreclosure HR 3609 Emergency Home Ownership and Mortgage Equity Protection Act of 2007- Provisions related to allowing judges to modify the terms of mortages in bankruptcy to reduce foreclosures. S. 2684 Section 8 Voucher Reform Act of 2008 - Provisions related to stabilizing the funding formula for Section 8 Vouchers to provide more affordable housing options for our members and their families. HR 5758/S. 2490 Reverse Mortgage Proceeds Protection Act - Supported passage of this bill and House companion bill to better prevent reverse mortgage borrowers from fraud and abuse. HR 1852/S 2338 Expanding American Homeownership - Lobbied to expand the FHA-insured reverse mortgage program while limiting origination fees charged by lenders. HR 3221 Housing and Economic Recovery Act - Lobbied (1) to include mandatory loan modification mechansm for borrowers facing foreclosure, (2) to expand the FHA Home Equity Conversion Mortgage (HECM) program, cap HECM origination fees, and provide HECM consumer protections, and (3) to create and fund a federal affordable housing trust fund. HR 6076 Home Retention and Economic Stabilization Act of 2008 - Lobbied for a foreclosure deferral to help members workout loans in default or refinance into new loans. S 3261 Transportation and HUD Appropriations - Lobbied for affordable housing assistance spending. HR 6033 Home-Based Health Services Job Training and Caregiving Act of 2008 - Lobbied to expand the bill to cover more types of housing and to ensure the competitive nature of the grants program. S 2490 Reverse Mortgage Proceeds Protections Act - Lobbied to increase protections for Home Equity Conversion Mortgage loan recipients. S 3261 Transportation/HUD Appropriations, FY 2009 - Lobbied for Section 202, Housing for the Elderly program funding. HR 3997/HR 1424 - Emergency Economic Stabilization Act - Lobbied to include provisions to assist troubled homeowners, including the ability for bankruptcy judges to modify primary mortgage debt.

HR 3548 - Provisions related to detering predatory lending practices and helping to protect older homeowners from foreclosure. HR 5818 - Lobbied to help prevent older homeowners from losing their homes to foreclosure. S 2636 - All provisions in Title IV related to allowing bankruptcy judges to restructure subprime mortgage debt for primary residences; lobbied the bill to help prevent older homeowners from losing their homes to foreclosure. HR 3609 Emergency Home Ownership and Mortgage Equity Protection Act of 2007- Provisions related to allowing judges to modify the terms of mortages in bankruptcy to reduce foreclosures. S. 2684 Section 8 Voucher Reform Act of 2008 - Provisions related to stabilizing the funding formula for Section 8 Vouchers to provide more affordable housing options for our members and their families. HR 5758/S. 2490 Reverse Mortgage Proceeds Protection Act - Supported passage of this bill and House companion bill to better prevent reverse mortgage borrowers from fraud and abuse. HR 1852/S 2338 FHA Modernization Act of 2007- Lobbied to expand the FHA-insured reverse mortgage program while limiting origination fees charged by lenders. HR 3221 Foreclosure Prevention Act of 2008 - Lobbied to help prevent older homeowners from losing their homes to foreclosure and to expand FHA reverse mortgage programs. HR 6076 Home Retention and Economic Stabilization Act of 2008 - Lobbied for a foreclosure deferral to help members workout loans in default or refinance into new loans. Lobbied for affordable housing assistance spending.

HR 3548 Plain Language in Government Communications Act - Provisions related to detering predatory lending practices and helping to protect older homeowners from foreclosure. HR 5818 Neighborhood Stablization Act - Lobbied to help prevent older homeowners from losing their homes to foreclosure. . S 2636 Foreclosure Prevention Act of 2008 - All provisions in Title IV related to allowing bankruptcy judges to restructure subprime mortgage debt for primary residences; lobbied the bill to help prevent older homeowners from losing their homes to foreclosure HR 3609 Emergency Home Ownership and Mortgage Equity Protection Act of 2007- Provisions related to allowing judges to modify the terms of mortages in bankruptcy to reduce foreclosures. S. 2684 Section 8 Voucher Reform Act of 2008 - Provisions related to stabilizing the funding formula for Section 8 Vouchers to provide more affordable housing options for our members and their families. HR 5758/S. 2490 Reverse Mortgage Proceeds Protection Act - Supported passage of this bill and House companion bill to better prevent reverse mortgage borrowers from fraud and abuse. HR 1852/S 2338 Expanding American Homeownership - Lobbied to expand the FHA-insured reverse mortgage program while limiting origination fees charged by lenders. HR 3221 Housing and Economic Recovery Act - Lobbied (1) to include mandatory loan modification mechansm for borrowers facing foreclosure, (2) to expand the FHA Home Equity Conversion Mortgage (HECM) program, cap HECM origination fees, and provide HECM consumer protections, and (3) to create and fund a federal affordable housing trust fund. HR 6076 Home Retention and Economic Stabilization Act of 2008 - Lobbied for a foreclosure deferral to help members workout loans in default or refinance into new loans. S 3261 Transportation and HUD Appropriations - Lobbied for affordable housing assistance spending. HR 6033 Home-Based Health Services Job Training and Caregiving Act of 2008 - Lobbied to expand the bill to cover more types of housing and to ensure the competitive nature of the grants program. S 2490 Reverse Mortgage Proceeds Protections Act - Lobbied to increase protections for Home Equity Conversion Mortgage loan recipients. S 3261 Transportation/HUD Appropriations, FY 2009 - Lobbied for Section 202, Housing for the Elderly program funding. HR 3997/HR 1424 - Emergency Economic Stabilization Act - Lobbied to include provisions to assist troubled homeowners, including the ability for bankruptcy judges to modify primary mortgage debt.

HR 3001/ S 1340 - Shared and discusssed actuarial analysis of the CLASS Act regarding creation of a public insurance program for long-term services. S 2337/HR 3363 - Discussion of and support for Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections. S 1070 Elder Justice Act/S 1577 Patient Safety and Abuse Prevention Act of 2007 - Support for both pieces of legislation and strategy for how they might both move forward this year. S 1340 Geriatric Assessment and Chronic Care Coordination Act of 2007- Discussed a demonstration version of this Medicare chronic care coordination and geriatric assessment bill. S 2708 Caring for an Aging America Act of 2008 - Provisions related to increasing the number of professionals trained in geriatrics or gerontology, etc., providing input on legislation and encouraging offices to cosponsor the bill. Discussed draft legislation to make changes to Medicaid HCBS, including the Medicaid state plan option, spousal impoverishment, Medicaid Transformation Grants, etc. HR 1174 Healthy Hospitals Act of 2007- Discussed with sponsors' staff potential endorsement of this legislation to require hospitals to report infection rates. HR 5613 Protecting the Medicaid Safety Net Act of 2008 - Supported this legislation, particularly provisions related to placing a moratorium on seven harmful Medicaid regulations. Lobbied to adjust budget neutrality requirement in waivers to include costs in both Medicare and Medicaid. Medicaid Personal Assistance Services State Plan option- discussion of comment letter sending and receipt. Discussed need to strengthen low-income programs by raising asset limits and streamlining rules, and to keep premiums affordable for all beneficiaries. S 2480/HR 4296 Medicare Electronic Medication and Safety Protection (E-Meds) Act of 2007- Supported provisions related to requiring e-prescribing in Medicare Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not. S 2641/ HR 5799 Nursing Home Quality and Transparency Legislation Act - To protect residents and support for the Nursing Home Transparency and Improvement Act. Discussion of provisions (civil monetary penalties and Special Focus Facilities) in nursing home transparency, accountability, and quality bill. Special Focus Facilities and disclosure of these facilities; criminal background checks for LTC employees; nursing home quality; poor performing nursing homes, family caregiving, nursing home compliance guidelines, Real Choice Systems Change Grants and family caregiver assessments, Home Health CAHPS, LTC Partnership Program (under Medicaid), Aging and Disability Resource Centers (AoA), health care and the uninsured - steps HHS is taking to address this, Medicare Medical Adult Day Care Demonstration. HR 5702 Advance Directive Promotion Act of 2008 - Negotiated provisions on portability of advance directives. HR 2642 - Lobbied for inclusion of Medicaid Regulation Moratoriam in Military Construction and Veterans Affairs Appropriations Act of 2008, and on supplemental appropriations bill. To build support for Medicaid Family Caregiver Assessment Demonstration proposal (no Bill). S 2838/HR 6126 - Input on draft legislation to make arbitration clauses between LTC facilities and their residents or representatives unenforceable; support for this legislation once it was introduced as the Fairness in Nursing Home Arbitration Act, including support letter. Discussion and input on legislation to improve the health/LTC workforce and support family caregivers. Advance directives and end-of-life care, education of the public about these issues, portability, and other issues relating to advance directives. S 1577/HR 3078 - Support for Patient Safety and Abuse Prevention Act (S 1577) and moving the issue forward; provided feedback and in testimony. S 2921 Caring for Wounded Warriors Act of 2008 - Services and supports for family caregivers of certain veterans. Feedback on draft legislation to provide chronic care coordination services to certain Medicare beneficiaries; approaches to improving chronic care for Medicare beneficiaries; discussion of chronic care and Special Needs Plans. S 1102 Part D Equity for Low-Income Seniors Act of 2007- Support for Medicare premium protection and modifications to Medicare Savings Programs/Part D Low-Income Subsidy. S 1758 - Long-term care financing proposals, including the CLASS Act, a public LTC financing program. S. 3164 - Lobbied on Medicare Fraud bill (Martinez and Cornyn) - All provisions related to protecting participants and the Medicare program from fraud and abuse. S. 3118 - Lobbied in opposition to Grassley-McConnell bill - All provisions related to beneficiary access and Medicare improvements, including e-prescribing. S 3101- Urged support of the Medicare Improvements for Patients and Providers Act of 2008 to help improve Medicare. Long Term Care/Reverse Mortgages - To protect consumers when reverse mortgages are used as a LTC financing tool. Green Houses and culture change in LTC facilities. HR 2642 - To keep moratorium on all seven Medicaid regulations in the supplemental appropriations bill. Lobbied on appeal notices for Medicare beneficiaries in Medicare Advantage plans. S 1102 - Lobbied for legislation to increase Medicare Part D LIS. HR 1536 - Lobbied for legislation to increase Medicare Part D LIS asset limits. S 3101/HR 6331 - (Medicare) Lobbied for legislation to protect part B premiums, increase LIS and MSP asset limits, and promote e-prescribing in Medicare. HR 2642 - (Medicaid) Lobbied for inclusion of Medicaid regulation moratorium in Iraq Supplemental.

HR 5140 Recovery Rebates and Economic Stimulus for the American People Act of 2008 - Lobbied in favor of including senior rebate in the economic stimulus bill. HR 2167/ S 1141 Automatic IRA of 2007- Provisions related to establishing an auto IRA for workers not covered by pension plan. HR 5719 Taxpayer Assistance and Simplification Act of 2008 - Discussed various provisions that could be included in a bill drafted to make the administration of the tax code more effective and efficient. A general discussion of the political, economic and social conditions that would create the conditions necessary to reform the tax code and possible changes that would simplify the tax code and make it more equitable (no Bill). Meeting with House Small Business Committee to discuss the agenda for the Committee hearing scheduled for April 10, 2008 on small business taxes and impact on retirement security (no Bill). HR 1540 Civil Rights Tax Relief Act of 2007- Provisions related to excluding from gross income amounts received as damages due to discriminatory conduct. HR 6237 Tax Relief for Long-Term Care Act of 2008 - All provisions regarding tax relief for family caregivers and purchasers of LTC insurance, the Tax Relief Act of 2008.