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Lobbyist Entity disclosure reporting period: 07/01/2013 - 12/31/2013

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	$160,000.00
Michael A Bergan	$140,000.00
Kevin O'Reilly	$4,675.00
Total salaries paid	$304,675.00

Operating Expenses

Date	Recipient	Type of expense	Amount
7/1/2013-12/31/2013		Advertising expenses	$0.00
7/1/2013-12/31/2013		Photocopies, scans	$0.00
7/1/2013-12/31/2013	Hewlett Packard: $99.85, Express-Inks: $56.98	Computer equipment, supplies	$156.83
7/1/2013-12/31/2013	Worcester Chamber of Commerce	Professional dues	$325.00
7/1/2013-12/31/2013		Fax charges	$0.00
7/1/2013-12/31/2013	Verizon	Internet fees	$388.89
7/1/2013-12/31/2013		Legal fees	$0.00
7/1/2013-12/31/2013	US Postal Service	Postage, shipping, delivery	$1.84
7/1/2013-12/31/2013	Office Max: $12.74, Staples: $128.34, CVS: $9.20	Office supplies, equipment	$150.28
7/1/2013-12/31/2013		Printing expenses	$0.00
7/1/2013-12/31/2013		Public relations expenses	$0.00
7/1/2013-12/31/2013	11 Beacon, LLC/Synergy Real Estate	Rent	$17,027.50
7/1/2013-12/31/2013		Office and support staff salaries	$0.00
7/1/2013-12/31/2013		Professional subscriptions	$0.00
7/1/2013-12/31/2013		Taxes	$0.00
7/1/2013-12/31/2013	Verizon Wireless	Telephone, cell phone, handheld	$990.18
7/1/2013-12/31/2013	NStar Electric	Utilities (heat, water, electricity)	$193.47
7/1/2013-12/31/2013		Other operating expenses	$0.00
		Total operating expenses	$19,233.99

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	None.	Accreon	$0.00
HB.3300 - An Act financing information technology equipment and related projects	Michael A Bergan	Neutral	None.	Accreon	$0.00
Patient centered medical home and Primary Care Payment Reform implementation	Michael A Bergan	Neutral	None.	Alere	$0.00
HB.1998 - An Act affirming a terminally ill patient’s right to compassionate aid in dying	Michael A Bergan	Support	None.	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	None.	Compassion & Choices	$0.00
Massport procurement	Michael A Bergan	Neutral	None.	JCDecaux North America	$0.00
SB.1030 - An Act relative to the implementation date of a medical marijuana program	Michael A Bergan	Oppose	None.	Massachusetts Medical Marijuana Association	$0.00
SB.1031 - An Act to establish the Massachusetts Medical Marijuana program	Michael A Bergan	Oppose	None.	Massachusetts Medical Marijuana Association	$0.00
Department of Public Health implementation of medical marijuana regulations	Michael A Bergan	Neutral	None.	MAXIMUS, Inc.	$0.00
MassHealth procurement	Michael A Bergan	Neutral	None.	MSNO	$0.00
Massachusetts eHealth Institute programs and services	Michael A Bergan	Neutral	None.	MSNO	$0.00
Information technology procurement	Michael A Bergan	Neutral	None.	Rust Consulting	$0.00
HB.1 - An Act making appropriations for FY2014	Michael A Bergan	Neutral	None.	Steward Health Care LLC	$0.00
Primary care payment reform	Michael A Bergan	Neutral	None.	Steward Health Care LLC	$0.00
Risk bearing provider organization regulations	Michael A Bergan	Neutral	None.	Steward Health Care LLC	$0.00
Massachusetts eHealth Institute programs and services	Michael A Bergan	Neutral	None.	MSNO	$0.00
Information technology procurement	Michael A Bergan	Neutral	None.	Rust Consulting	$0.00
HB.1 - An Act making appropriations for FY2014	Michael A Bergan	Neutral	None.	Steward Health Care LLC	$0.00
Primary care payment reform	Michael A Bergan	Neutral	None.	Steward Health Care LLC	$0.00
Risk bearing provider organization regulations	Michael A Bergan	Neutral	None.	Steward Health Care LLC	$0.00
Chapter 224 Implementation	Michael A Bergan	Neutral	None.	Accreon	$0.00
HB.256 - An Act relative to updating the plumbing code in order to accomodate agricultural uses	Michael A Bergan	Oppose	None.	Tower Hill Sales Associates	$0.00
HB.2131 - An Act establishing a prepaid wireless E911 surcharge	Michael A Bergan	Support	None.	Tracfone Wireless, Inc.	$0.00
Transportation financing and technology All systems related to license plate printing, production and technology	Michael A Bergan	Neutral	None.	3M Company	$0.00
HB. 1951 - An Act relative to health insurance and mandated coverage for telemedicine services	Michael A Bergan	Support	None.	EasCare	$0.00
Chapter 224 Implementation	Michael A Bergan	Neutral	None.	Accreon	$0.00
HB.256 - An Act relative to updating the plumbing code in order to accomodate agricultural uses	Michael A Bergan	Oppose	None.	Tower Hill Sales Associates	$0.00
HB.2131 - An Act establishing a prepaid wireless E911 surcharge	Michael A Bergan	Support	None.	Tracfone Wireless, Inc.	$0.00
Transportation financing and technology All systems related to license plate printing, production and technology	Michael A Bergan	Neutral	None.	3M Company	$0.00
HB. 1951 - An Act relative to health insurance and mandated coverage for telemedicine services	Michael A Bergan	Support	None.	EasCare	$0.00
HB. 862 - An Act relative to ambulance services	Michael A Bergan	Neutral	None.	EasCare	$0.00
HB. 863 - An Act relative to ambulance services	Michael A Bergan	Neutral	None.	EasCare	$0.00
HB. 862 - An Act relative to ambulance services	Michael A Bergan	Neutral	None.	EasCare	$0.00
HB. 863 - An Act relative to ambulance services	Michael A Bergan	Neutral	None.	EasCare	$0.00
Health information technology procurement and grants	Michael C Morris	Neutral	None.	Accreon	$0.00
HB.3300 - An Act financing information technology equipment and related projects	Michael C Morris	Neutral	None.	Accreon	$0.00
Patient centered medical home and Primary Care Payment Reform implementation	Michael C Morris	Neutral	None.	Alere	$0.00
HB.1998 - An Act affirming a terminally ill patient’s right to compassionate aid in dying	Michael C Morris	Support	None.	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	None.	Compassion & Choices	$0.00
Massport procurement	Michael C Morris	Neutral	None.	JCDecaux North America	$0.00
SB.950 - An Act relative to the zoning of marijuana treatment centers	Michael C Morris	Neutral	None.	Massachusetts Medical Marijuana Association	$0.00
SB.1030 - An Act relative to the implementation date of a medical marijuana program	Michael C Morris	Oppose	None.	Massachusetts Medical Marijuana Association	$0.00
SB.1031 - An Act to establish the Massachusetts Medical Marijuana program	Michael C Morris	Oppose	None.	Massachusetts Medical Marijuana Association	$0.00
HB.1632 - An Act to regulate and tax the cannabis industry	Michael C Morris	Neutral	None.	Massachusetts Medical Marijuana Association	$0.00
HB.1663 - An Act to affecting municipal rights regarding medical marijuana	Michael C Morris	Neutral	None.	Massachusetts Medical Marijuana Association	$0.00
HB.1664 - An Act affecting landlords' rights regarding medical marijuana	Michael C Morris	Neutral	None.	Massachusetts Medical Marijuana Association	$0.00
HB.1917 - An Act relative to the regulation and oversight of medical marijuana	Michael C Morris	Oppose	None.	Massachusetts Medical Marijuana Association	$0.00
HB.2039 - An Act establishing zoning standards for medical marijuana dispensaries	Michael C Morris	Oppose	None.	Massachusetts Medical Marijuana Association	$0.00
HB.2101 - An Act clarifying municipal regulations regarding medical marijuana	Michael C Morris	Neutral	None.	Massachusetts Medical Marijuana Association	$0.00
HB.2102 - An Act to affecting property owners and employers rights regarding medical marijuana	Michael C Morris	Neutral	None.	Massachusetts Medical Marijuana Association	$0.00
SB.823 - An Act protecting the public from driving under the influence of marijuana	Michael C Morris	Neutral	None.	Massachusetts Medical Marijuana Association	$0.00
Department of Public Health implementation of medical marijuana regulations	Michael C Morris	Neutral	None.	Massachusetts Medical Marijuana Association	$0.00
MassHealth procurement	Michael C Morris	Neutral	None.	MAXIMUS, Inc.	$0.00
HB.1 - An Act making appropriations for FY2014	Michael C Morris	Neutral	None.	MSNO	$0.00
HB.430 - An Act relative to emergency stock epinephrine in schools	Michael C Morris	Neutral	None.	MSNO	$0.00
HB.2274 - An Act relative to credible service for school nurses	Michael C Morris	Support	None.	MSNO	$0.00
SB.1234 - An Act relative to the retirement options of certain educational personnel	Michael C Morris	Support	None.	MSNO	$0.00
HB.3403 - An Act relative to solar panels on municipal property	Michael C Morris	Neutral	None.	Petra Solar Inc	$0.00
Solar energy procurement and funding	Michael C Morris	Neutral	None.	Petra Solar Inc	$0.00
Information technology procurement	Michael C Morris	Neutral	None.	Rust Consulting	$0.00
HB.1 - An Act making appropriations for FY2014	Michael C Morris	Neutral	None.	Steward Health Care LLC	$0.00
Primary care payment reform	Michael C Morris	Neutral	None.	Steward Health Care LLC	$0.00
Risk bearing provider organization regulations	Michael C Morris	Neutral	None.	Steward Health Care LLC	$0.00
Chapter 224 Implementation	Michael C Morris	Neutral	None.	Steward Health Care LLC	$0.00
HB.256 - An Act relative to updating the plumbing code in order to accomodate agricultural uses	Michael C Morris	Support	None.	Tower Hill Sales Associates	$0.00
HB.2131 - An Act establishing a prepaid wireless E911 surcharge	Michael C Morris	Support	None.	Tracfone Wireless, Inc.	$0.00
State Agency Engineering Procurement	Michael C Morris	Neutral	None.	Woodard and Curran	$0.00
Transportation financing and technology All systems related to license plate printing, production and technology	Michael C Morris	Neutral	None.	3M Company	$0.00
S. 602, An Act to clarify Chapter 183A of the General Laws; advocated for the passage of S. 603, An Act to Clarify condominium priority liens; and advovated for the passage of S. 726 an act relative to construction defect claims by condominium owners.	Michael C Morris	Support	None.	CAI - Massachusetts Legislative Action Committee	$0.00
Health information technology procurement and grants	Beacon Strategies Group, LLC	Neutral	None.	Accreon	$6,000.00
HB.3300 - An Act financing information technology equipment and related projects	Beacon Strategies Group, LLC	Neutral	None.	Accreon	$6,000.00
Patient centered medical home and Primary Care Payment Reform implementation	Beacon Strategies Group, LLC	Neutral	None.	Alere	$30,000.00
HB.1998 - An Act affirming a terminally ill patient’s right to compassionate aid in dying	Beacon Strategies Group, LLC	Support	None.	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	None.	Compassion & Choices	$9,900.00
Massport procurement	Beacon Strategies Group, LLC	Neutral	None.	JCDecaux North America	$15,000.00
SB.950 - An Act relative to the zoning of marijuana treatment centers	Beacon Strategies Group, LLC	Neutral	None.	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	None.	Massachusetts Medical Marijuana Association	$0.00
SB.1031 - An Act to establish the Massachusetts Medical Marijuana program	Beacon Strategies Group, LLC	Oppose	None.	Massachusetts Medical Marijuana Association	$0.00
HB.1632 - An Act to regulate and tax the cannabis industry	Beacon Strategies Group, LLC	Neutral	None.	Massachusetts Medical Marijuana Association	$0.00
HB.1663 - An Act to affecting municipal rights regarding medical marijuana	Beacon Strategies Group, LLC	Neutral	None.	Massachusetts Medical Marijuana Association	$0.00
HB.1664 - An Act affecting landlords' rights regarding medical marijuana	Beacon Strategies Group, LLC	Neutral	None.	Massachusetts Medical Marijuana Association	$0.00
HB.1917 - An Act relative to the regulation and oversight of medical marijuana	Beacon Strategies Group, LLC	Oppose	None.	Massachusetts Medical Marijuana Association	$0.00
HB.2039 - An Act establishing zoning standards for medical marijuana dispensaries	Beacon Strategies Group, LLC	Oppose	None.	Massachusetts Medical Marijuana Association	$0.00
HB.2101 - An Act clarifying municipal regulations regarding medical marijuana	Beacon Strategies Group, LLC	Neutral	None.	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	None.	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	None.	Massachusetts Medical Marijuana Association	$0.00
Department of Public Health implementation of medical marijuana regulations	Beacon Strategies Group, LLC	Neutral	None.	Massachusetts Medical Marijuana Association	$0.00
MassHealth procurement	Beacon Strategies Group, LLC	Neutral	None.	MAXIMUS, Inc.	$48,000.00
HB.1 - An Act making appropriations for FY2014	Beacon Strategies Group, LLC	Neutral	None.	MSNO	$3,000.00
HB.430 - An Act relative to emergency stock epinephrine in schools	Beacon Strategies Group, LLC	Neutral	None.	MSNO	$0.00
Massachusetts eHealth Institute programs and services	Beacon Strategies Group, LLC	Neutral	None.	MSNO	$3,000.00
HB.2274 - An Act relative to credible service for school nurses	Beacon Strategies Group, LLC	Support	None.	MSNO	$3,000.00
SB.1234 - An Act relative to the retirement options of certain educational personnel	Beacon Strategies Group, LLC	Support	None.	MSNO	$3,000.00
HB.3403 - An Act relative to solar panels on municipal property	Beacon Strategies Group, LLC	Neutral	None.	Petra Solar Inc	$0.00
Solar energy procurement and funding	Beacon Strategies Group, LLC	Neutral	None.	Petra Solar Inc	$18,000.00
Information technology procurement	Beacon Strategies Group, LLC	Neutral	None.	Rust Consulting	$7,200.00
HB.1 - An Act making appropriations for FY2014	Beacon Strategies Group, LLC	Neutral	None.	Steward Health Care LLC	$0.00
Primary care payment reform	Beacon Strategies Group, LLC	Neutral	None.	Steward Health Care LLC	$30,000.00
Risk bearing provider organization regulations	Beacon Strategies Group, LLC	Neutral	None.	Steward Health Care LLC	$20,000.00
Chapter 224 Implementation	Beacon Strategies Group, LLC	Neutral	None.	Steward Health Care LLC	$20,000.00
HB.256 - An Act relative to updating the plumbing code in order to accomodate agricultural uses	Beacon Strategies Group, LLC	Oppose	None.	Tower Hill Sales Associates	$15,000.00
HB.2131 - An Act establishing a prepaid wireless E911 surcharge	Beacon Strategies Group, LLC	Support	None.	Tracfone Wireless, Inc.	$15,000.00
State Agency Engineering Procurement	Beacon Strategies Group, LLC	Neutral	None.	Woodard and Curran	$12,000.00
Transportation financing and technology All systems related to license plate printing, production and technology	Beacon Strategies Group, LLC	Neutral	None.	3M Company	$15,000.00
HB. 1951 - An Act relative to health insurance and mandated coverage for telemedicine services	Beacon Strategies Group, LLC	Support	None.	EasCare	$10,000.00
HB. 862 - An Act relative to ambulance services	Beacon Strategies Group, LLC	Neutral	None.	EasCare	$10,000.00
HB. 863 - An Act relative to ambulance services	Beacon Strategies Group, LLC	Neutral	None.	EasCare	$0.00
S. 602, An Act to clarify Chapter 183A of the General Laws; advocated for the passage of S. 603, An Act to Clarify condominium priority liens; and advovated for the passage of S. 726 an act relative to construction defect claims by condominium owners.	Beacon Strategies Group, LLC	Support	None.	CAI - Massachusetts Legislative Action Committee	$7,050.00
				Total amount	$316,050.00

Meals, Travel, and Entertainment Expenses

Date	Lobbyist name	Event type	Event location	Names and addresses of all event participants	Amount
07/01/2013	Beacon Strategies Group, LLC	Travel	LONG TERM PARKING FOR MICHAEL BERGAN, JULY 1 TO DECEMBER 31- 73 Tremont Street, BOSTON MA	Michael Bergan, 11 Beacon Street Suite 520, Boston, MA 02114	$2,250.00
07/01/2013	Beacon Strategies Group, LLC	Travel	LONG TERM PARKING FOR MICHAEL MORRIS, JULY 1 TO DECEMBER 31- LAZ PARKING, BOSTON MA	Michael Morris, 11 Beacon Street, Suite 520, Boston, MA 02114	$2,130.00
				Total amount	$4,380.00

Additional Expenses

No additional expenses were filed for this disclosure reporting period.

Campaign Contributions

Date	Lobbyist name	Recipient name	Office sought	Amount
07/23/2013	Michael A Bergan	Jefferson Smith	Cambridge City Council	$100.00
08/01/2013	Michael A Bergan	Jack Kelly	Boston City Council, At-Large	$200.00
09/11/2013	Michael A Bergan	Mike Flaherty	Boston City Council, At-Large	$100.00
10/11/2013	Michael A Bergan	Rhonda Nyman	State Representative, Fifth Plymouth	$200.00
11/04/2013	Michael A Bergan	Brian Joyce	State Senate, Norfolk, Bristol, and Plymouth	$200.00
11/13/2013	Michael A Bergan	Hank Naughton	Attorney General	$200.00
12/01/2013	Michael A Bergan	Martha Coakley	Governor	$200.00
12/04/2013	Michael A Bergan	Jim Cantwell	State Representative, Fourth Plymouth	$150.00
12/05/2013	Michael A Bergan	Nick Collins	State Representative, Fourth Suffolk	$100.00
12/11/2013	Michael A Bergan	Dan Hunt	State Representative, Thirteenth Suffolk	$200.00
07/23/2013	Michael C Morris	Jefferson Smith	Cambridge City Council	$100.00
08/11/2013	Michael C Morris	Daniel Donahue	16th Worcester, House	$100.00
09/04/2013	Michael C Morris	Daniel Donahue	16th Worcester, House	$100.00
09/11/2013	Michael C Morris	Michael Flaherty	Boston City Council at Large	$100.00
09/18/2013	Michael C Morris	Joseph Wagner	8th Hampden, House	$200.00
09/24/2013	Michael C Morris	Rhonda Nyman	5th Plymouth, House	$100.00
10/07/2013	Michael C Morris	Stanley Rosenberg	Hampshire and Franklin, Senate	$200.00
10/08/2013	Michael C Morris	Jeffrey Sanchez	15th Suffolk, House	$200.00
10/17/2013	Michael C Morris	Thomas Kennedy	2nd Plymouth and Bristol, Senate	$200.00
10/30/2013	Michael C Morris	Denise Garlick	13th Norfolk, House	$100.00
11/05/2013	Michael C Morris	Brian Joyce	Norfolk, Bristol, and Plymouth, Senate	$200.00
11/06/2013	Michael C Morris	John Keenan	Norfolk and Plymouth, Senate	$200.00
11/13/2013	Michael C Morris	Committee for a Democratic Senate	PAC	$200.00
11/13/2013	Michael C Morris	Joseph Cutatone	Mayor of Somerville	$200.00
11/15/2013	Michael C Morris	Michael Finn	6th Hampden, House	$200.00
11/17/2013	Michael C Morris	Brian Dempsey	3rd Essex, House	$200.00
11/20/2013	Michael C Morris	Michael Brady	9th Plymouth, House	$100.00
11/20/2013	Michael C Morris	David Rogers	24th Middlesex, House	$100.00
12/06/2013	Michael C Morris	James Cantwell	4th Plymouth, House	$100.00
12/11/2013	Michael C Morris	Salvatore DiDomenico	Middlesex, Suffolk, and Essex, Senate	$100.00
12/12/2013	Michael C Morris	Michael Rush	Suffolk and Norfolk, Senate	$200.00
12/12/2013	Michael C Morris	Daniel Hunt	13th Suffolk, House	$200.00
08/22/2013	Kevin O'Reilly	Thomas Calter	State Representative- 12th Plymouth District	$100.00
			Total contributions	$5,150.00

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