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Lobbyist Entity disclosure reporting period:   07/01/2013 - 12/31/2013
Authorizing Officer name Ronna Bernstein Wallace
Title President
Business name Wallace and Associates
Address 14 Robin Road   
City, state, zip code Sharon , MA 02067         
Country US
Phone 617-721-5655 
 
Compensation/Salaries Paid
Lobbyist or Entity nameSalaries
Ronna Bernstein Wallace $78,454.29
Total salaries paid $78,454.29
 
Operating Expenses
DateRecipientType of expenseAmount
7/1/2013-12/31/2013 Advertising expenses $0.00
7/1/2013-12/31/2013 Office Max, Providence Highway, Walpole ($21.67); Staples, Providence Highway, Norwood ($22.04) Photocopies, scans $43.71
7/1/2013-12/31/2013 Office Max, Walpole Computer equipment, supplies $242.99
7/1/2013-12/31/2013 Professional dues $0.00
7/1/2013-12/31/2013 Fax charges $0.00
7/1/2013-12/31/2013 Internet fees $0.00
7/1/2013-12/31/2013 Legal fees $0.00
7/1/2013-12/31/2013 US Postal Service ($20.42), Postal Center USA, Canton, MA ($95.) Postage, shipping, delivery $115.42
7/1/2013-12/31/2013 Staples, Norwood Office supplies, equipment $235.55
7/1/2013-12/31/2013 Office Max, Walpole Printing expenses $23.87
7/1/2013-12/31/2013 Public relations expenses $0.00
7/1/2013-12/31/2013 Rent $0.00
7/1/2013-12/31/2013 Sam Wallace ($165.00), Philip Bernstein ($100.00), Samantha Roy ($400.00) Office and support staff salaries $665.00
7/1/2013-12/31/2013 Boston Globe ($618.28), Boston Herald ($322.40) Professional subscriptions $940.68
7/1/2013-12/31/2013 Taxes $0.00
7/1/2013-12/31/2013 Verizon ($450), Verizon Wireless ($954.22) Telephone, cell phone, handheld $1,399.22
7/1/2013-12/31/2013 Utilities (heat, water, electricity) $0.00
7/1/2013-12/31/2013 Telspan, Inc., Indianapolis, IN Other operating expenses $131.27
  Total operating expenses $3,797.71
 
Activities, Bill Numbers and Titles
Activity or Bill No and TitleLobbyist nameAgent's positionDirect business association with public officialClient representedCompensation received
Regulations 105 CMR 725.000, relative to implementation of An Act for Humanitarian Medical Use of Marijuana. Ronna Bernstein Wallace Neutral none MIM MANAGEMENT, LLC $10,000.00
budget bills, including H.1, H.3400, H.3401, H.3538, S.3, S.1800, S.1029, AN ACT RELATIVE TO PRESCRIPTION DRUG ADVERSE EVENT REPORTING, H.2009 and S.1079, An Act Improving the quality of health care and reducing costs, H2008 and S.1081, An Act Relative to Certified Professional Midwives, Ronna Bernstein Wallace Oppose none Massachusetts Academy of Family Physicians $5,751.00
H.1925, “An Act Relative to Physician Health Information Technology; ”S.534, “An Act Establishing The Massachusetts Childhood Vaccines Program”; S.439, “An Act Relative To Patient Medication Adherence”; budget bills, including H.1, H.3400, H.3401, H.3538, S.3, S.1800, H.847, “AN ACT RELATIVE TO PROMOTING WOMEN’S HEALTH” H.858, “AN ACT RELATIVE TO COMMUNICATIONS BETWEEN HEALTH INSURERS AND PATIENTS” H.936 AND S.453, “AN ACT TO FURTHER DEFINE ADVERSE DETERMINATIONS BY INSURERS” H.960 AND S.498, “AN ACT TO PREVENT INAPPROPRIATE DENIALS FOR MEDICALLY NECESSARY SERVICES” H.978, “AN ACT RELATIVE TO PRE-AUTHORIZATION OF MEDICAL AND HEALTH CARE SERVICES”, H.847 “An Act Relative to Promoting Women’s Health”, H. 2012 “AN ACT ESTABLISHING THE MASSACHUSETTS CHILDHOOD VACCINES PROGRAM” Ronna Bernstein Wallace Support none Massachusetts Academy of Family Physicians $5,751.00
budget bills, including H.1, H.3400, H.3401, H.3538, S.3, S.1800 Ronna Bernstein Wallace Oppose none MAASC $7,000.00
H.1961, An Act To Reduce the Cost of Outpatient Care. budget bills, including H.1, H.3400, H.3401, H.3538, S.3, S.1800 Ronna Bernstein Wallace Support none MAASC $7,000.00
HB858, “An Act Relative to Communications Between Health Insurers and Patients” HB 936, “ An Act to Further Define Adverse Determinations by Insurers”, H.951, An Act Relative to Insurance Companies and Quality Measures. HB960, “An Act to Prevent Inappropriate Denials for Medically Necessary Services HB978, “An Act Relative to Pre-Authorization of Medical and Health Care Services”, H.3639, An Act modernizing tobacco control and protecting the health of minors SB453, “An Act to Further Define Adverse Determinations by Insurers”, SB498, “An Act to Prevent Inappropriate Denials for Medically Necessary Services”, HB1002, “An Act Relative to Enhancing Access to Mental Health Treatment HB1014, “An Act to Extend Patient Protections to Recipients of MassHealth”. HB1023, “An Act to Protect Health Care Reform Funding HB 1024, “An Act to Encourage Quality Reviews and Reduce Costs in Health Care”, HB1034, “An Act Relative to Administering National Standards to Medicaid Medical Necessity Reviews”, H1042, “An Act Ensuring Clinically Appropriate Peer Review HB2071, “An Act to Eliminate Racial and Ethnic Health Disparities in the Commonwealth”, HB2074, “An Act Banning the Sale of Cigars in Packages of Less than Five”, HB3667, “An Act Relative To The Substitution Of Interchangeable Biosimilars HB3726,“An Act Modernizing Tobacco Control and Protecting the Health of Minors SB510, “An Act Relative to Insurance Companies and Quality Measures SB534, “An Act Establishing the Massachusetts Childhood Vaccines Program SB552, “An Act Extending Patient Protections to MassHealth Recipients’, SB554, “An Act to Protect Health Care Reform Funding SB571, “An Act Ensuring Clinically Appropriate Peer Review HB1925, “An Act Relative to Physician Health Information Technology”, HB1966, “An Act Restricting the Sale of Tobacco Products at Health Care Institutions”, (Garballey), Hearing 5/14/13, MMS support HB1994, “An Act to Provide for the Autonomy of Hospital Medical Staffs”, HB2012, “An Act Establishing the Massachusetts Childhood Vaccines Program SB1012, “An Act Relative to Emergency and Disaster Planning for Health Care Providers”, SB1038, “An Act To Improve Quality, Encourage Peer Review and Reduce Costs in Health Care SB1046, “An Act Providing for the Disclosure of Certain Information Relating to Tobacco Products Sold in the Commonwealth SB1055, “An Act Relative to Other Tobacco Products”, HB2941, “An Act to Improve Outdoor Lighting and Increase Dark Sky Visibility SB1573, “An Act to Improve Outdoor Lighting and Increase Dark Sky Visibility S. 1904. SB1105, “An Act Further Regulating Tanning Facilities Ronna Bernstein Wallace Support none Massachusetts Medical Society $0.00
SB303, “An Act Relative to Psychotropic Medications”, SB308. “An Act Relative to Psychotropic Medications”, S.544, An Act improving access to coverage for medicaid beneficiaries SB462, “An Act Relative to an Affordable Health Plan” S.1065, An Act Relative to Medical Spas HB1004, “An Act Relative to Controlling Health Care Costs in the Commonwealth H.1018, An Act Improving Access to Coverage for Medicaid Beneficiaries H.1938, An Act Relative to the Registration of Podiatrists S1070, An Act Relative to the Modernization of Optometric Patient Care H.2003, An Act Relative to the Practice of Naturopathy S/1091, An Act Relative to the Practice of Naturopathy HB1008, “An Act Relative to Patient Safety”, H.2009, An Act improving the quality of health care and reducing costs HB1012, “An Act to Benefit the Health Safety Net Trust Fund”, HB1018, “An Act Improving Access to Coverage for Medicaid Beneficiaries HB1019, “An Act Making Greater Use of Managed Care in Medicaid”, HB1020, “An Act Relative to Equitable Provider Reimbursement H.1022, “An Act Relative to Streamlining Administrative Procedures HB1040, “An Act Relative to Prohibition on Public Private Cost Shift”, HB1041, “An Act to Promote Affordable Health Care”, HB1057, “An Act to Mitigate Co-payment Rates Pursuant to Care Provided by Physician Assistants and Nurse Practitioners HB3674, “An Act to Create a Board of Registration in Naturopathy SB531, “An Act to Benefit the Health Safety Net Trust Fund, SB544, “An Act Improving Access to Coverage for Medicaid Beneficiaries SB547, “An Act Relative to Equitable Provider Reimbursement”, SB557, “An Act Relative to Patient Safety”, SB561, “An Act Relative to the Establishment of Rates of Payment to Medical Providers for Workers Compensation”, SB995, “An Act Authorizing Certain Pharmacy Interns to Administer Immunizations SB1817, “An Act Relative To Prescription Drug Adverse Event Reporting HB1793, “An Act to Increase Access to Mental Health Services HB1900, “An Act to Increase Current Medical Providers' Knowledge about Autism in Order to Improve the Treatment Individuals with Autism Receive in Medical Settings HB1901, “An Act To Repeal The Medical Peer Review Statute H.1909, “An Act Ensuring Patient Privacy and Control With Regard to Health Information Exchanges”, HB 1919, “An Act Relative to an Affordable Health Plan” HB1917, “An Act Relative to the Regulation and Oversight of Medical Marijuana” HB1931, “An Act Relative to Oxycontin and other Schedule II Controlled Substances HB1935, “An Act to Improve Patient Access to Medical Records Upon a Physician's Death HB1941, “An Act Supporting Individuals with Intellectual and Developmental Disabilities” Before the Committee on Public Health HB1998, “An Act Affirming a Terminally Ill Patient’s Right to Compassionate Aid in Dying”, HB2042, “An Act Relative to Patient Medical Records”, HB2057, “An Act Relative to Accessible Medical Equipment HB2105, “An Act Relative to Video and Audio Patient Protection System HB3359, “An Act Relative to 72 Hour Emergency Prescribing”, SB1021, “An Act to Increase Access to Vaccines SB1044, “An Act Relative to Health Care Providers and First Responders Education”, Ronna Bernstein Wallace Oppose none Massachusetts Medical Society $0.00
HB1035, “An Act to Provide Improved Medicare For All”, HB1053, “An to Ensure Effective Health Care Cost Control”, SB514, “An Act Establishing a Public Health Insurance Option”, SB515, “An Establishing Medicare for All in Massachusetts”, SB572, “An to Ensure Effective Health Care Cost Control”, HB1951, “An Act Relative to Health Insurance and Mandated Coverage For Telemedicine Services HB2114, “An Act Relative to Full Application of Telemedicine Coverage SB1011, “An Act Prohibiting the Participation of Health Care Professionals in the Abuse and Torture of Prisoners” All legislation relative to firearms Ronna Bernstein Wallace Neutral none Massachusetts Medical Society $0.00
HB858, “An Act Relative to Communications Between Health Insurers and Patients” HB 936, “ An Act to Further Define Adverse Determinations by Insurers”, H.951, An Act Relative to Insurance Companies and Quality Measures. HB960, “An Act to Prevent Inappropriate Denials for Medically Necessary Services HB978, “An Act Relative to Pre-Authorization of Medical and Health Care Services”, H.3639, An Act modernizing tobacco control and protecting the health of minors SB453, “An Act to Further Define Adverse Determinations by Insurers”, SB498, “An Act to Prevent Inappropriate Denials for Medically Necessary Services”, HB1002, “An Act Relative to Enhancing Access to Mental Health Treatment HB1014, “An Act to Extend Patient Protections to Recipients of MassHealth”. HB1023, “An Act to Protect Health Care Reform Funding HB 1024, “An Act to Encourage Quality Reviews and Reduce Costs in Health Care”, HB1034, “An Act Relative to Administering National Standards to Medicaid Medical Necessity Reviews”, H1042, “An Act Ensuring Clinically Appropriate Peer Review HB2071, “An Act to Eliminate Racial and Ethnic Health Disparities in the Commonwealth”, HB2074, “An Act Banning the Sale of Cigars in Packages of Less than Five”, HB3667, “An Act Relative To The Substitution Of Interchangeable Biosimilars HB3726,“An Act Modernizing Tobacco Control and Protecting the Health of Minors SB510, “An Act Relative to Insurance Companies and Quality Measures SB534, “An Act Establishing the Massachusetts Childhood Vaccines Program SB552, “An Act Extending Patient Protections to MassHealth Recipients’, SB554, “An Act to Protect Health Care Reform Funding SB571, “An Act Ensuring Clinically Appropriate Peer Review HB1925, “An Act Relative to Physician Health Information Technology”, HB1966, “ HB1994, “An Act to Provide for the Autonomy of Hospital Medical Staffs”, SB1012, “An Act Relative to Emergency and Disaster Planning for Health Care Providers”, SB1038, “An Act To Improve Quality, Encourage Peer Review and Reduce Costs in Health Care SB1046, “An Act Providing for the Disclosure of Certain Ronna Bernstein Wallace Support none Massachusetts Orthopaedic Association $10,000.00
SB303, “An Act Relative to Psychotropic Medications”, SB308. “An Act Relative to Psychotropic Medications”, S.544, An Act improving access to coverage for medicaid beneficiaries SB462, “An Act Relative to an Affordable Health Plan” S.1065, An Act Relative to Medical Spas HB1004, “An Act Relative to Controlling Health Care Costs in the Commonwealth H.1018, An Act Improving Access to Coverage for Medicaid Beneficiaries H.1938, An Act Relative to the Registration of Podiatrists S1070, An Act Relative to the Modernization of Optometric Patient Care H.2003, An Act Relative to the Practice of Naturopathy S/1091, An Act Relative to the Practice of Naturopathy HB1008, “An Act Relative to Patient Safety”, H.2009, An Act improving the quality of health care and reducing costs HB1012, “An Act to Benefit the Health Safety Net Trust Fund”, HB1018, “An Act Improving Access to Coverage for Medicaid Beneficiaries HB1019, “An Act Making Greater Use of Managed Care in Medicaid”, HB1020, “An Act Relative to Equitable Provider Reimbursement H.1022, “An Act Relative to Streamlining Administrative Procedures HB1040, “An Act Relative to Prohibition on Public Private Cost Shift”, HB1041, “An Act to Promote Affordable Health Care”, HB1057, “An Act to Mitigate Co-payment Rates Pursuant to Care Provided by Physician Assistants and Nurse Practitioners HB3674, “An Act to Create a Board of Registration in Naturopathy SB531, “An Act to Benefit the Health Safety Net Trust Fund, SB544, “An Act Improving Access to Coverage for Medicaid Beneficiaries SB547, “An Act Relative to Equitable Provider Reimbursement”, SB557, “An Act Relative to Patient Safety”, SB561, “An Act Relative to the Establishment of Rates of Payment to Medical Providers for Workers Compensation”, SB995, “An Act Authorizing Certain Pharmacy Interns to Administer Immunizations SB1817, “An Act Relative To Prescription Drug Adverse Event Reporting HB1793, “An Act to Increase Access to Mental Health Services HB1900, “An Act to Increase Current Medical Providers' Knowledge about Autism in Order to Improve the Treatment Individuals with Autism Receive in Medical Settings HB1901, “An Act To Repeal The Medical Peer Review Statute H.1909, “An Act Ensuring Patient Privacy and Control With Regard to Health Information Exchanges”, HB 1919, “An Act Relative to an Affordable Health Plan” HB1917, “An Act Relative to the Regulation and Oversight of Medical Marijuana” HB1931, “An Act Relative to Oxycontin and other Schedule II Controlled Substances HB1935, “An Act to Improve Patient Access to Medical Records Upon a Physician's Death HB1941, “An Act Supporting Individuals with Intellectual and Developmental Disabilities” Before the Committee on Public Health HB1998, “An Act Affirming a Terminally Ill Patient’s Right to Compassionate Aid in Dying”, HB2042, “An Act Relative to Patient Medical Records”, HB2057, “An Act Relative to Accessible Medical Equipment HB2105, “An Act Relative to Video and Audio Patient Protection System HB3359, “An Act Relative to 72 Hour Emergency Prescribing”, SB1021, “An Act to Increase Access to Vaccines SB1044, “An Act Relative to Health Care Providers and First Responders Education”, Ronna Bernstein Wallace Oppose none Massachusetts Orthopaedic Association $10,000.00
H.1577 and S.829, An Act Relative To The Protection Of Firefighters And Emergency Medical Technicians. Before The Committee On Judiciary May 7, 2013, H.1485, An Act relative to emergency and disaster planning for health care providers, S.1012 An Act relative to emergency and disaster planning for health care providers, budget bills, including H.1, H.3400, H.3401, H.3538, S.3, S.1800, legislative and regulatory efforts to implement federal parity legislation. Ronna Bernstein Wallace Support none Massachusetts College of Emergency Physicians $6,875.00
Proposed Amendments to 105 CMR 700.000, the Controlled Substances Act, relative to implementation of Chapter 244 of the Acts of 2012, H 3359 AN ACT RELATIVE TO 72 HOUR EMERGENCY PRESCRIBING., budget bills, including H.1, H.3400, H.3401, H.3538, S.3, S.1800 Ronna Bernstein Wallace Oppose none Massachusetts College of Emergency Physicians $6,875.00
3634, AN ACT ESTABLISHING A BIRTH-RELATED NEUROLOGICAL INJURY COMPENSATION PROGRAM IN THE COMMONWEALTH Ronna Bernstein Wallace Support none American College of Obstetricians & Gynecologists, MA Section $6,250.00
Proposed Amendments to 244 CMR 10.00, Governing Advanced Practice Nurses; H.2009/S.1079, “An Act Improving the Quality of Health Care and Reducing Costs (Khan/Moore). H.2008/S.10
81, “An Act Relative to Certified Professional Midwives” (Khan/Moore).
Ronna Bernstein Wallace Oppose none American College of Obstetricians & Gynecologists, MA Section $6,250.00
    Total amount $81,752.00
 
Meals, Travel, and Entertainment Expenses
No meals, travel, or entertainment expenses were filed for this disclosure reporting period.
 
Additional Expenses
No additional expenses were filed for this disclosure reporting period.
 
Campaign Contributions
DateLobbyist nameRecipient nameOffice soughtAmount
09/25/2013Ronna Bernstein Wallace James T. Welch State Senator - West Springfield $200.00
10/10/2013Ronna Bernstein Wallace Richard T. Moore State Senator - Uxbridge $200.00
10/10/2013Ronna Bernstein Wallace Jeffrey Sanchez State Representative - Jamaica Plain $200.00
10/22/2013Ronna Bernstein Wallace Claire Cronin State Representative - Brockton $200.00
11/06/2013Ronna Bernstein Wallace John Keenan State Senator - Quincy $200.00
11/14/2013Ronna Bernstein Wallace Denise Garlick State Representative - Needham $200.00
11/19/2013Ronna Bernstein Wallace Cory Atkins State Representative - Concord $100.00
   Total contributions $1,300.00
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