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Disclosure reporting details

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Lobbyist Entity disclosure reporting period: 01/01/2013 - 06/30/2013

Authorizing Officer name	Michael C Morris
Title	Principal
Business name	Beacon Strategies Group, LLC
Address	11 Beacon Street Suite 520
City, state, zip code	Boston, MA 02108
Country	US
Phone	617-263-1496

Compensation/Salaries Paid

Lobbyist or Entity name	Salaries
Michael C Morris	$120,000.00
Michael A Bergan	$100,000.00
Total salaries paid	$220,000.00

Operating Expenses

Date	Recipient	Type of expense	Amount
1/1/2013-6/30/2013		Advertising expenses	$0.00
1/1/2013-6/30/2013		Photocopies, scans	$0.00
1/1/2013-6/30/2013		Computer equipment, supplies	$0.00
1/1/2013-6/30/2013	Secretary of State	Professional dues	$1,740.00
1/1/2013-6/30/2013		Fax charges	$0.00
1/1/2013-6/30/2013	Verizon ($423.43); Rackspace ($245.00)	Internet fees	$668.42
1/1/2013-6/30/2013		Legal fees	$0.00
1/1/2013-6/30/2013	USPS	Postage, shipping, delivery	$10.00
1/1/2013-6/30/2013	Staples	Office supplies, equipment	$146.89
1/1/2013-6/30/2013		Printing expenses	$0.00
1/1/2013-6/30/2013		Public relations expenses	$0.00
1/1/2013-6/30/2013	11 Beacon, LLC	Rent	$14,595.00
1/1/2013-6/30/2013	Patrick Barrett	Office and support staff salaries	$1,000.00
1/1/2013-6/30/2013	Instatrac	Professional subscriptions	$1,967.00
1/1/2013-6/30/2013		Taxes	$0.00
1/1/2013-6/30/2013	Verizon Wireless ($927.24); Verizon ($423.43)	Telephone, cell phone, handheld	$1,350.67
1/1/2013-6/30/2013	nstar ($144.99)	Utilities (heat, water, electricity)	$144.99
1/1/2013-6/30/2013		Other operating expenses	$0.00
		Total operating expenses	$21,622.97

Activities, Bill Numbers and Titles

Activity or Bill No and Title	Lobbyist name	Agent's position	Direct business association with public official	Client represented	Compensation received
Health information technology procurement and grants	Michael A Bergan	Neutral	n/a	Accreon	$0.00
HB.3300 - An Act financing information technology equipment and related projects	Michael A Bergan	Neutral	n/a	Accreon	$0.00
HB.1998 - An Act affirming a terminally ill patient’s right to compassionate aid in dying	Michael A Bergan	Support	n/a	Compassion & Choices	$0.00
HB.1888 - An Act providing for health care consumer rights and providing incentives and immunities for health care providers	Michael A Bergan	Support	n/a	Compassion & Choices	$0.00
MassHealth procurement	Michael A Bergan	Neutral	n/a	MAXIMUS, Inc.	$0.00
HB.1 - An Act making appropriations for FY2014	Michael A Bergan	Neutral	n/a	Steward Health Care LLC	$0.00
Primary care payment reform	Michael A Bergan	Neutral	n/a	Steward Health Care LLC	$0.00
Risk bearing provider organization regulations	Michael A Bergan	Neutral	n/a	Steward Health Care LLC	$0.00
Chapter 224 Implementation	Michael A Bergan	Neutral	n/a	Steward Health Care LLC	$0.00
H.4265 - An Act relative to financial services contracts for dental benefits corporations	Michael A Bergan	Support	n/a	Massachusetts Dental Society	$0.00
Information technology procurement	Michael A Bergan	Neutral	n/a	Rust Consulting	$0.00
HB.2131 - An Act establishing a prepaid wireless E911 surcharge	Michael A Bergan	Support	n/a	Tracfone Wireless, Inc.	$0.00
Massport procurement	Michael A Bergan	Neutral	n/a	JCDecaux North America	$0.00
HB.256 - An Act relative to updating the plumbing code in order to accomodate agricultural uses	Michael A Bergan	Oppose	n/a	Tower Hill Sales Associates	$0.00
Patient centered medical home implementation	Michael A Bergan	Neutral	n/a	Alere	$0.00
SB.1030 - An Act relative to the implementation date of a medical marijuana program	Michael A Bergan	Oppose	n/a	Massachusetts Medical Marijuana Association	$0.00
SB.1031 - An Act to establish the Massachusetts Medical Marijuana program	Michael A Bergan	Oppose	n/a	Massachusetts Medical Marijuana Association	$0.00
Department of Public Health implementation of medical marijuana regulations	Michael A Bergan	Neutral	n/a	Massachusetts Medical Marijuana Association	$0.00
Health information technology procurement and grants	Michael C Morris	Neutral	n/a	Accreon	$0.00
HB.3300 - An Act financing information technology equipment and related projects	Michael C Morris	Neutral	n/a	Accreon	$0.00
HB.1998 - An Act affirming a terminally ill patient’s right to compassionate aid in dying	Michael C Morris	Support	n/a	Compassion & Choices	$0.00
HB.1888 - An Act providing for health care consumer rights and providing incentives and immunities for health care providers	Michael C Morris	Support	n/a	Compassion & Choices	$0.00
MassHealth procurement	Michael C Morris	Neutral	n/a	MAXIMUS, Inc.	$0.00
HB.1 - An Act making appropriations for FY2014	Michael C Morris	Neutral	n/a	MSNO	$0.00
HB.430 - An Act relative to emergency stock epinephrine in schools	Michael C Morris	Neutral	n/a	MSNO	$0.00
HB.2274 - An Act relative to credible service for school nurses	Michael C Morris	Support	n/a	MSNO	$0.00
SB.1234 - An Act relative to the retirement options of certain educational personnel	Michael C Morris	Support	n/a	MSNO	$0.00
HB.3403 - An Act relative to solar panels on municipal property	Michael C Morris	Neutral	n/a	Petra Solar Inc	$0.00
Solar energy procurement and funding	Michael C Morris	Neutral	n/a	Petra Solar Inc	$0.00
HB.1 - An Act making appropriations for FY2014	Michael C Morris	Neutral	n/a	Steward Health Care LLC	$0.00
Primary care payment reform	Michael C Morris	Neutral	n/a	Steward Health Care LLC	$0.00
Risk bearing provider organization regulations	Michael C Morris	Neutral	n/a	Steward Health Care LLC	$0.00
Chapter 224 Implementation	Michael C Morris	Neutral	n/a	Steward Health Care LLC	$0.00
State Agency Engineering Procurement	Michael C Morris	Neutral	n/a	Woodard and Curran	$0.00
H.4265 - An Act relative to financial services contracts for dental benefits corporations	Michael C Morris	Support	n/a	Massachusetts Dental Society	$0.00
Information technology procurement	Michael C Morris	Neutral	n/a	Rust Consulting	$0.00
HB.2131 - An Act establishing a prepaid wireless E911 surcharge	Michael C Morris	Support	n/a	Tracfone Wireless, Inc.	$0.00
Massport procurement	Michael C Morris	Neutral	n/a	JCDecaux North America	$0.00
SB.1030 - An Act relative to the implementation date of a medical marijuana program	Michael C Morris	Neutral	n/a	Krelley-Law, PC	$0.00
SB.1031 - An Act to establish the Massachusetts Medical Marijuana program	Michael C Morris	Neutral	n/a	Krelley-Law, PC	$0.00
HB.256 - An Act relative to updating the plumbing code in order to accomodate agricultural uses	Michael C Morris	Oppose	n/a	Tower Hill Sales Associates	$0.00
Patient centered medical home implementation	Michael C Morris	Neutral	n/a	Alere	$0.00
SB.950 - An Act relative to the zoning of marijuana treatment centers	Michael C Morris	Neutral	n/a	Massachusetts Medical Marijuana Association	$0.00
SB.1030 - An Act relative to the implementation date of a medical marijuana program	Michael C Morris	Oppose	n/a	Massachusetts Medical Marijuana Association	$0.00
SB.1031 - An Act to establish the Massachusetts Medical Marijuana program	Michael C Morris	Oppose	n/a	Massachusetts Medical Marijuana Association	$0.00
HB.1632 - An Act to regulate and tax the cannabis industry	Michael C Morris	Neutral	n/a	Massachusetts Medical Marijuana Association	$0.00
HB.1663 - An Act to affecting municipal rights regarding medical marijuana	Michael C Morris	Neutral	n/a	Massachusetts Medical Marijuana Association	$0.00
HB.1664 - An Act affecting landlords' rights regarding medical marijuana	Michael C Morris	Neutral	n/a	Massachusetts Medical Marijuana Association	$0.00
HB.1917 - An Act relative to the regulation and oversight of medical marijuana	Michael C Morris	Oppose	n/a	Massachusetts Medical Marijuana Association	$0.00
HB.2039 - An Act establishing zoning standards for medical marijuana dispensaries	Michael C Morris	Oppose	n/a	Massachusetts Medical Marijuana Association	$0.00
HB.2101 - An Act clarifying municipal regulations regarding medical marijuana	Michael C Morris	Neutral	n/a	Massachusetts Medical Marijuana Association	$0.00
HB.2102 - An Act to affecting property owners and employers rights regarding medical marijuana	Michael C Morris	Neutral	n/a	Massachusetts Medical Marijuana Association	$0.00
SB.823 - An Act protecting the public from driving under the influence of marijuana	Michael C Morris	Neutral	n/a	Massachusetts Medical Marijuana Association	$0.00
Department of Public Health implementation of medical marijuana regulations	Michael C Morris	Neutral	n/a	Massachusetts Medical Marijuana Association	$0.00
Health information technology procurement and grants	Beacon Strategies Group, LLC	Neutral	n/a	Accreon	$12,000.00
HB.3300 - An Act financing information technology equipment and related projects	Beacon Strategies Group, LLC	Neutral	n/a	Accreon	$12,000.00
HB.1998 - An Act affirming a terminally ill patient’s right to compassionate aid in dying	Beacon Strategies Group, LLC	Support	n/a	Compassion & Choices	$9,900.00
HB.1888 - An Act providing for health care consumer rights and providing incentives and immunities for health care providers	Beacon Strategies Group, LLC	Support	n/a	Compassion & Choices	$9,900.00
MassHealth procurement	Beacon Strategies Group, LLC	Neutral	n/a	MAXIMUS, Inc.	$48,000.00
HB.1 - An Act making appropriations for FY2014	Beacon Strategies Group, LLC	Neutral	n/a	MSNO	$4,000.00
HB.430 - An Act relative to emergency stock epinephrine in schools	Beacon Strategies Group, LLC	Neutral	n/a	MSNO	$0.00
HB.2274 - An Act relative to credible service for school nurses	Beacon Strategies Group, LLC	Support	n/a	MSNO	$4,000.00
SB.1234 - An Act relative to the retirement options of certain educational personnel	Beacon Strategies Group, LLC	Support	n/a	MSNO	$4,000.00
HB.3403 - An Act relative to solar panels on municipal property	Beacon Strategies Group, LLC	Neutral	n/a	Petra Solar Inc	$0.00
Solar energy procurement and funding	Beacon Strategies Group, LLC	Neutral	n/a	Petra Solar Inc	$18,000.00
HB.1 - An Act making appropriations for FY2014	Beacon Strategies Group, LLC	Neutral	n/a	Steward Health Care LLC	$0.00
Primary care payment reform	Beacon Strategies Group, LLC	Neutral	n/a	Steward Health Care LLC	$20,000.00
Risk bearing provider organization regulations	Beacon Strategies Group, LLC	Neutral	n/a	Steward Health Care LLC	$20,000.00
Chapter 224 Implementation	Beacon Strategies Group, LLC	Neutral	n/a	Steward Health Care LLC	$20,000.00
State Agency Engineering Procurement	Beacon Strategies Group, LLC	Neutral	n/a	Woodard and Curran	$12,000.00
H.4265 - An Act relative to financial services contracts for dental benefits corporations	Beacon Strategies Group, LLC	Support	n/a	Massachusetts Dental Society	$3,750.00
Information technology procurement	Beacon Strategies Group, LLC	Neutral	n/a	Rust Consulting	$10,800.00
HB.2131 - An Act establishing a prepaid wireless E911 surcharge	Beacon Strategies Group, LLC	Support	n/a	Tracfone Wireless, Inc.	$15,000.00
Massport procurement	Beacon Strategies Group, LLC	Neutral	n/a	JCDecaux North America	$30,000.00
SB.1030 - An Act relative to the implementation date of a medical marijuana program	Beacon Strategies Group, LLC	Neutral	n/a	Krelley-Law, PC	$3,000.00
SB.1031 - An Act to establish the Massachusetts Medical Marijuana program	Beacon Strategies Group, LLC	Neutral	n/a	Krelley-Law, PC	$3,000.00
HB.256 - An Act relative to updating the plumbing code in order to accomodate agricultural uses	Beacon Strategies Group, LLC	Oppose	n/a	Tower Hill Sales Associates	$9,000.00
Patient centered medical home implementation	Beacon Strategies Group, LLC	Neutral	n/a	Alere	$5,000.00
SB.950 - An Act relative to the zoning of marijuana treatment centers	Beacon Strategies Group, LLC	Neutral	n/a	Massachusetts Medical Marijuana Association	$0.00
SB.1030 - An Act relative to the implementation date of a medical marijuana program	Beacon Strategies Group, LLC	Oppose	n/a	Massachusetts Medical Marijuana Association	$0.00
SB.1031 - An Act to establish the Massachusetts Medical Marijuana program	Beacon Strategies Group, LLC	Oppose	n/a	Massachusetts Medical Marijuana Association	$0.00
HB.1632 - An Act to regulate and tax the cannabis industry	Beacon Strategies Group, LLC	Neutral	n/a	Massachusetts Medical Marijuana Association	$0.00
HB.1663 - An Act to affecting municipal rights regarding medical marijuana	Beacon Strategies Group, LLC	Neutral	n/a	Massachusetts Medical Marijuana Association	$0.00
HB.1664 - An Act affecting landlords' rights regarding medical marijuana	Beacon Strategies Group, LLC	Neutral	n/a	Massachusetts Medical Marijuana Association	$0.00
HB.1917 - An Act relative to the regulation and oversight of medical marijuana	Beacon Strategies Group, LLC	Oppose	n/a	Massachusetts Medical Marijuana Association	$0.00
HB.2039 - An Act establishing zoning standards for medical marijuana dispensaries	Beacon Strategies Group, LLC	Oppose	n/a	Massachusetts Medical Marijuana Association	$0.00
HB.2101 - An Act clarifying municipal regulations regarding medical marijuana	Beacon Strategies Group, LLC	Neutral	n/a	Massachusetts Medical Marijuana Association	$0.00
HB.2102 - An Act to affecting property owners and employers rights regarding medical marijuana	Beacon Strategies Group, LLC	Neutral	n/a	Massachusetts Medical Marijuana Association	$0.00
SB.823 - An Act protecting the public from driving under the influence of marijuana	Beacon Strategies Group, LLC	Neutral	n/a	Massachusetts Medical Marijuana Association	$0.00
Department of Public Health implementation of medical marijuana regulations	Beacon Strategies Group, LLC	Neutral	n/a	Massachusetts Medical Marijuana Association	$0.00
				Total amount	$273,350.00

Meals, Travel, and Entertainment Expenses

Date	Lobbyist name	Event type	Event location	Names and addresses of all event participants	Amount
06/30/2013	Michael A Bergan	Travel	Laz Parking - 73 Tremont Street	Parking for Michael Bergan, 11 Beacon Street, Suite 520, Boston, MA 02108	$1,950.00
06/30/2013	Michael C Morris	Travel	Boston View Apartments - Parking	Parking for Michael Morris, 11 Beacon Street, Suite 520, Boston, MA	$2,100.00
				Total amount	$4,050.00

Additional Expenses

No additional expenses were filed for this disclosure reporting period.

Campaign Contributions

Date	Lobbyist name	Recipient name	Office sought	Amount
01/12/2013	Michael A Bergan	Committee to Elect John Connelly	Boston City Council	$100.00
03/01/2013	Michael A Bergan	Committee to Elect Linda Dorcena Forry	Senate	$200.00
03/07/2013	Michael A Bergan	Committee to Elect Katherine Clark	Senate	$100.00
03/13/2013	Michael A Bergan	Committee to Elect Michael Moore	Senate	$100.00
03/13/2013	Michael A Bergan	Committee to Elect Brian Palmucci	Quincy City Council	$100.00
04/01/2013	Michael A Bergan	Committee to Elect Robert Deleo	House	$200.00
04/07/2013	Michael A Bergan	Committee to Elect Aaron Michlewitz	House	$200.00
04/11/2013	Michael A Bergan	Committee to Elect Harold Naughton	House	$100.00
05/13/2013	Michael A Bergan	Committee to Elect John Mahoney	House	$200.00
05/15/2013	Michael A Bergan	Committee for a Democratic House	House	$200.00
01/01/2013	Michael C Morris	Senator Sal DiDomenico	Senate	$100.00
01/26/2013	Michael C Morris	City Councilor John Connolly	Boston City Council	$100.00
02/27/2013	Michael C Morris	Senator Ben Downing	Senate	$200.00
02/28/2013	Michael C Morris	Senator Tom McGee	Senate	$100.00
03/06/2013	Michael C Morris	Senator Tom Kennedy	Senate	$100.00
03/06/2013	Michael C Morris	Senator Karen Spilka	Senate	$100.00
03/12/2013	Michael C Morris	Senator Sal DiDomenico	Senate	$100.00
03/13/2013	Michael C Morris	Senator John Keenan	Senate	$100.00
03/13/2013	Michael C Morris	Senator Mike Moore	Senate	$200.00
03/13/2013	Michael C Morris	Councilor Brian Palmucci	Quincy City Council	$100.00
03/16/2013	Michael C Morris	Rep. John Dawson	House	$100.00
03/27/2013	Michael C Morris	Rep. Mark Cusak	House	$200.00
03/30/2013	Michael C Morris	Senate Stephen Brewer	Senate	$200.00
04/07/2013	Michael C Morris	Rep. John Scibek	House	$200.00
04/08/2013	Michael C Morris	Senator Jim Welch	Senate	$100.00
04/09/2013	Michael C Morris	Senate Brian Joyce	Senate	$100.00
04/09/2013	Michael C Morris	Senate James Timilty	Senator	$200.00
04/09/2013	Michael C Morris	Rep. Aaron Michlewitz	House	$200.00
04/09/2013	Michael C Morris	Rep. Harold Naughton	House	$200.00
04/12/2013	Michael C Morris	Rep. Paul Brodeur	House	$100.00
04/18/2013	Michael C Morris	Rep. Bill Strauss	House	$200.00
04/18/2013	Michael C Morris	Rep. James Dwyer	House	$100.00
04/23/2013	Michael C Morris	Rep. Rhonda Nyman	House	$100.00
04/23/2013	Michael C Morris	Rep. Lou Kafka	House	$200.00
04/23/2013	Michael C Morris	Rep. Bill Galvin	House	$100.00
05/01/2013	Michael C Morris	Councilor Matt O'Malley	Boston City Council	$200.00
05/10/2013	Michael C Morris	Rep. Tom Calter	House	$200.00
05/20/2013	Michael C Morris	Senator Kathleen O'Connor-Ives	Senate	$200.00
05/22/2013	Michael C Morris	Rep. John Mahoney	House	$200.00
05/23/2013	Michael C Morris	Senate Mike Rodriquez	Senate	$200.00
05/24/2013	Michael C Morris	Mayor Tom Koch	Quincy Mayor	$100.00
05/28/2013	Michael C Morris	Auditor Suzanne Bump	Auditor	$200.00
06/12/2013	Michael C Morris	Councilor Jefferson Smith	Cambridge City Council	$100.00
06/13/2013	Michael C Morris	Rep. Tom Sannicandro	House	$100.00
06/20/2013	Michael C Morris	Councilor Mike Flaherty	Boston City Council	$100.00
06/27/2013	Michael C Morris	Rep. Kathi-Anne Reinstien	House	$200.00
			Total contributions	$6,800.00

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