MEMORANDUM

To: Joe

From: Brian

Re: Recap of meetings in Washington, D.C.

Below is a summary of your meetings in Washington, D.C. from Tuesday, March 1-

Thursday March 3, 2011. Overall, I believe it was a very productive week. You had a variety of
meetings, focused not only on the mission of Taxpayers Against Earmarks/EndingSpending, but
on several of your other public policy and political interests. It was an interesting time to be in
Washington because per the agreement reached before Christmas, the federal government was
due to shut down on March 4 absent an agreement, which was ultimately passed by Congress on
March 2. Per your request, I have included contact information for your files for those
individuals who have not previously met with. The meetings are presented below in the order
that they were actually conducted.

Tuesday, March 1

• We had breakfast with Sen. Mike Lee (R-UT) and his chief of staff, Spencer Stokes. We
discussed areas of common interest, including the Senator’s efforts to help us pass the
earmark moratorium and his legislative efforts to shrink the size of government
(including his role as the first Supreme Court clerk to serve in the Senate and as one of
the founders of the Senate Tea Party Caucus). The Senator encouraged you to look at his
version of the Balanced Budget Amendment and indicated to you (as he has to me
previously) that he intends to try to filibuster the vote on the federal debt limit increase
until he gets a Senate floor vote on his version of the BBA (which is competing for
support with the BBA offered by his home-state senior senator, Orrin Hatch).

Address (he does not yet have an official office):

Hon. Mike Lee
United States Senate
Washington, D.C. 20510

• We met with Ken Blackwell, former secretary of state of Ohio and part owner of the
Cincinatti Reds, and current chairman of coalition pushing for 5,000 signatures in every
Congressional district in support of a Constitutional amendment concerning the budget.
Ken was accompanied by his aide Erin DeLullo. Blackwell’s group is called “Pass The
BBA.” As we discussed, despite the support they’ve attracted from other donors and
organizations and despite a good group of people around Blackwell, at the present time I
do not believe this organization will grow into a potent political force.

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 Address (for Ken Blackwell personally):
Hon. Ken Blackwell
693 Windings Lane
Cincinnati, OH 45220

• We met in the Capitol with Sen. Mitch McConnell (R-KY), Senate Republican Leader,
and his new chief of staff, Josh Holmes (his prior chief, Billy Piper, who you met on
prior trip, left to join a DC lobbying firm). This was, as usual, a good meeting. You had
the opportunity to thank the Senator for his assistance and change of heart on earmarks,
and we productively pivoted to talking about the next fight, which will dwarf the earmark
battle. The Senator and Josh gave us helpful and insightful advice on the coming
legislative issues. The Senator told you that you can be most useful in finding ways to
push the Senators in the so-called “moderate middle” to vote for the legislation that
McConnell thinks is necessary. McConnell also told us about the “2 week CR”
government funding strategy, which will absolutely get more difficult in the weeks ahead
and will likely force the two sides to reach a deal for funding the government for the
remainder of 2011. McConnell seemed to endorse one bill that I think has promise on
spending cuts (the McCaskill-Corker spending limits act); a bill on budget process reform
(offered by Thune); and indicated he will work on the Hatch-Lee BBA conflict.

You and the Senator separately discussed the Kentucky Derby this May and he extended
an invitation for you to join him at a dinner before the Derby, if you are there again this
year.

• We had lunch with Steve Moore, of the Wall Street Journal, and Mark Mix, president of
the National Right to Work Legal Defense Foundation. The topic of discussion was the
union book you have sponsored. They gave you an update on where the book stands
(they believe it will be done in the next 2 months, or less). Mix gave you an update on
the financial situation and I believe he indicated he will send you (through Laura) an
invoice or update on that. Mix and Moore discussed the fact that there is some question
over the best way to pay Moore (meaning through which entity), given his role at WSJ
and the tax rules for non-profits. Some discussion was also had about the best vehicle for
getting the book published, with Mix mentioning two publishing houses (Regnery
Publishing and Simon & Schuster). So, work continues apace on that project.

[I did not raise this at lunch for obvious reasons, but thought I would remind you now,
that the D’Souza book was published by Regnery. Given the positive relationship that
was likely established with the Regnery folks as a result of your support for D’Souza’s
book, there may be some value in talking with Regnery first.]

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• You met privately with Ed Crane, president of the CATO Institute, while I met with Jim
Harper, a vice president of CATO and director of CATO’s government transparency
programs. Jim is also the “webmaster” for WashingtonWatch.com. Following your
meeting with Ed, we visited with Jim about your long-term goals, such as the interactive
website hosting all pieces of legislation, and Jim talked to you about his project to push
Congress to develop and release “better” original data sources for this information.

• We met with G. William Hoagland, former staff director of the Senate Budget
Committee and chief counselor to several Senate Majority Leaders, and a member of both
the Bipartisan Policy Center & Peterson-Pew Committee for a Responsible Federal
Budget. Bill is currently the Vice President for Public Policy at CIGNA. Matt Well from
The Herald Group joined the meeting. Hoagland was kind to offer a good overview of
the problems, as he sees them, of both the current budget and appropriations process, and
also of the politics surrounding how to fix them. Hoagland talked about the work of the
BPC and Peterson groups, and the two reports that we have previously reviewed. In
brief, Hoagland’s recommendations were to focus on a few of the key process reforms,
such as: (1) statutory mechanisms to limit annual spending and to provide enforcement
mechanisms if those targets are not met and (2) to change the budget process itself. As
support for the later, he offered us a chart showing how byzantine the process is (attached
to the email transmitting this memo).

Following the meeting, Hoagland emailed me to say how much he enjoyed meeting you
and offering to continue to advise and assist us going forward if we would like his help.
You offered to send Bill a Cubs lapel pin (I’m happy to give him one the next time I see
him unless you’d prefer to send it to him).

Address:
G. William Hoagland
Vice President for Public Policy, CIGNA
601 Pennsylvania Ave., N.W.
South Building, Suite 500
Washington, D.C. 20004

• We met with Rep. Mick Mulvaney (R-SC), the freshman representative who defeated
long-time House Budget Committee Chairman Rep. John Spratt (who was opposed by
the Ending Spending Fund). Congressman Mulvaney’s chief of staff Al Simpson joined
the meeting. Mulvaney is a good guy and is tenacious, especially about budget issues.
He will continue to be an ally.

Address:
Hon. Mick Mulvaney
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 U.S. House of Representatives
Longworth House Office Building, Room 1004
Washington, D.C. 20515

• While we had a scheduled meeting with him the next day, you ran into Rep. Robert Dold
(R-IL) following the Mulvaney meeting. Dold is a freshman representative that you
supported (he represents the Congressional district where Tom, Laura and Todd live).
You also met Bob’s chief of staff Eric Burgeson. Bob, as you know, is a good friend of
mine and has also gotten to know Todd quite well (Todd hosted an event for Bob at his
house). Bob will continue to be an ally, most likely on budget process reform issues.

Address:
Hon. Robert Dold
U.S. House of Representatives
Cannon House Office Building, Room 212
Washington, D.C. 20515

• Next we had a brief visit with Sen. John Barrasso (R-WY), a member of the Senate
Republican leadership team, and his chief of staff Dan Kunsman. You talked to the
Senator about your public policy goals and reiterated your offer to be supportive and
useful as the Senate considers how to fix the budget mess.

• We had dinner with Rep. Paul Ryan (R-WI), chairman of House Budget Committee, and
his long-time chief of staff Joyce Meyer. I hope you enjoyed this dinner as much as I did.
You had a long meeting and there was enough time for both of you to get to know each
other personally as well as to discuss his ideas on how to fix the budget mess and other
political issues generally.

Paul said it best when he asked for your help in providing cover and encouraging the
public and Members to support the legislation he intends to introduce on fixing the long-
term, structural deficit facing the federal government. Paul indicated he has been given
one month to draft a counter-budget proposal, and he intends to tackle entitlement reform.

Among other things, Paul is a life-long Cubs fan and you invited his family to a Cubs
game, which he accepted (though it was noted he will need to purchase the tickets). Paul
said he would check the schedule and propose a date.

Address:
Hon. Paul Ryan
U.S. House of Representatives
Longworth House Office Building, Room 1223
Washington, D.C. 20515
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 • Following dinner, we had a drink and brief meeting with Rep. Pete Roskam (R-IL), a
member of House Republican Leadership and the chief deputy whip responsible for
assembling legislative majorities, and his deputy chief of staff David Mork. Roskam,
also a life-long Cubs fan, hosts an event every summer at Wrigley Field (I believe your
son Pete stopped by the event last year). Roskam requested the meeting to try to enlist
your support of his efforts to corral votes for whatever budget package Paul Ryan
presents – he noted how difficult it will be. Roskam explained how crucial it will be for
outside groups to motivate the grass-roots.

Address:
Hon. Peter Roskam
U.S. House of Representatives
Cannon House Office Building, Room 227
Washington, D.C. 20515

Wednesday, March 2

• We had breakfast with Leonard Leo, the executive vice-president of the Federalist
Society. The purpose of the meeting was to follow-up on Leonard’s previous memo
requesting financial support for the health care lawsuit filed in Florida on behalf of a
number of states and a private party. As discussed, Leonard coordinates the federal
lawsuit outside of his role with the Federalist Society. Leonard provided an update on the
process and merits of the case and the budget going forward. If you wish to contribute to
the lawsuit support fund, I can forward to you the information Leonard previously sent
me about the entity that can receive donations (as noted, it is NOT the Federalist Society,
but a separate outside trust).

Additionally, we discussed the Federalist Society and you inquired about how to become
a member. I printed an application form for you (see attached).

Finally, earlier this week, I received the following note from Leonard, which I thought
you may wish to see:

Dear Brian-

I'm very grateful for your setting up the meeting with Mr. Ricketts. I enjoyed
meeting him, getting to know him, and having the opportunity to make the
case for support. To be candid, we desperately need his support of the case.
We're in this fully now, there's no turning back, and we just don't have the
money to pay these lawyers right now. I've tapped my donor base almost
entirely, and need to look to new sources.

Nothing is more important than saving our Constitution. Everything else

ultimately hinges on it. And the health care case is our turning point.
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 Your friend,
Leonard

Address:
Leonard Leo, Executive Vice-President
The Federalist Society
1015 18th Street, N.W. - Suite 425
Washington, D.C. 20036


• Following the breakfast with Leo, you and Alfred met with representatives from National
Geographic (I did not attend).

• Next we met with Grover Norquist, president of Americans for Tax Reform. It was brief
and Grover spent most of the meeting discussing the on-going dispute he is having with
Republican Senators (such as Dr. Coburn, R-OK) who are secretly negotiating with
Democratic Senators over a budget deal that may include tax increases. We were later
joined by John Fund, of the Wall Street Journal.

• We met with Matt Schlapp, former political director in the White House under President
Bush and former vice president of federal affairs at Koch Companies Public Sector LLC.
Matt is leading an effort to gather and essentially privatize “voter file” information of
registered voters – including independents, republicans and democrats. It is an ambitious
project, as you stated during the meeting, and one that Matt has undertaken at the
suggestion of Speaker Boehner’s team, led by his official chief of staff Barry Jackson and
his political director Tom Whatman. As promised, earlier this week, Matt sent me two
one-page documents (entitled: “Founding Fund” and “Data Trust”) outlining the program
and I have attached them to the email transmitting this memorandum.

Address:
Matt Schlapp
Cove Strategies

P.O. Box 1678

Alexandria, VA 22313

• Next we met with Governor Haley Barbour (R) of Mississippi. As discussed, Governor
Barbour is a former White House political director under President Reagan, a former
chairman of the Republican National Committee, and founded a successful lobbying and
public affairs firm in DC. Gov. Barbour is exploring a run for the Republican
Presidential Nomination in 2012. The meeting was an opportunity for both of you to
discuss issues of importance to you and to the nation. The Governor was joined by his
longtime fundraising assistant Heather Larrison, but I was also in touch with the
Governor’s top political advisors, Scott Reed and Kirk Blalock, prior to the meeting. You

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 offered to send Gov. Barbour the D’Souza book (in response to her request, I previously
provided the best address for same to Laura Kuhl). Gov. Barbour indicated he would
decide on whether he will run later this spring and indicated he would like to talk to you
at that time to see if you will consider supporting him.

• Our next series of meetings was interrupted, unfortunately, due to a series of votes on the
House Floor. We were scheduled to meet with Barry Jackson, chief of staff to Speaker
Boehner, and Brett Loper, director of policy, for the Speaker. We visited briefly with
John DeStefano, the director of member services for the Speaker (he replaced Danielle
Maurer, who you previously met, who recently left the Speaker’s Office to join a
lobbying firm), who introduced you to several members of the Speaker’s senior staff
(including Amy Luzopone, Kristin Chaplin, and Bill Greene). We then continued on
schedule and met briefly with Tom Whatman, the director of Speaker’s non-governmental
political office.

• We then visited with Sen. Jim DeMint (R-SC), at the townhome rented by the Senate
Conservatives Fund, DeMint’s very active leadership PAC. The Senator’s political
director Matt Hoskins and policy director Ed Corrigan joined us. Hoskins and Corrigan
were two of the people I most actively coordinated with during the drive to pass the
earmark moratorium. The Senator offered his thanks for your leadership in the earmark
fight and we discussed some of the legislative battles that are coming up – including the
fight over whether spending should be limited to 18%, 20% or some other % of GDP.
Senator DeMint requested that you consider donating to the Senate Conservatives Fund.

• We had dinner with Sen. Claire McCaskill (D-MO), a leading moderate Democratic
Senator who led the fight in the Democratic caucus against earmarks, and who was one of
the first Senators to endorse then-Senator Obama for president. Sen. McCaskill’s chief
political adviser Adrienne Marsh joined the Senator. This was an enjoyable and
informative dinner. The Senator is a charming person who, like you, was deeply
committed to eliminating earmarks – one of the few in the Senate in either party to take
that position, and her staff have been gracious and supportive to TAE. We also discussed
other areas of common interest, including the McCaskill-Corker spending limits bill that
Sen. McConnell mentioned as a possible bipartisan bill that might garner enough votes to
pass the Senate. The ever-present debate over the % of GDP to limit spending was
discussed, with the Senator noting that some in her caucus push for as high as 27% of
GDP – and thus she thinks her bipartisan bill at 20.6% is a good compromise.

Address:
Hon. Claire McCaskill

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 United States Senate
506 Senate Hart Office Building
Washington, D.C. 20510

• Following dinner, we had a brief off-the-record session with two leading political
reporters who have covered our anti-earmark efforts or been helpful to them: Mike Allen
(the chief White House correspondent and founding editor of Politico’s Playbook) and
Griff Jenkins, an on-air correspondent for Fox News and contributor to Greta Van
Susteren’s show “On the Record.” Unfortunately, Jonathan Karl of ABC News had to
cancel at the last minute. We were joined by Taylor Gross and Matt Well of The Herald
Group. A variety of political topics were discussed, as were topics related to your public
policy initiatives and business interests.

Following the meeting, Griff Jenkins contacted the rancher you inquired about. The
rancher’s contact information is below. As we discussed, Griff requested that you not
share with anyone that he provided you the information. Griff called Mr. Barnett to alert
him that you or one of your representatives may contact him in the future. Further, Griff
told me that the latest status of legal battle is that the U.S. Court of Appeals for the Ninth
Circuit ruled in February that the rancher is liable for punitive damages to the illegal
aliens, and that the rancher’s only recourse now is to try to get to Supreme Court. Please
note that I have not independently researched the status of the legal proceedings, but I am
happy to do so.

Contact:
Roger Barnett
Douglas, AZ / Sierra Vista, AZ
Office: 520-458-4541
Cell: 520-458-6001
roger@barnettsaz.com
Note: Barnett’s attorneys in Tuscon are John Kaufmann and David Hardy.

Thursday, March 3

• We met with Sen. Orrin Hatch (R-UT), ranking member of Senate Finance Committee.
We were joined by three senior Hatch staffers: Chris Campbell (minority staff director of
the Senate Finance Committee); Jay Khosla (legislative director); and Brendan Dunn
(counsel and political adviser). As I mentioned after the meeting, Senator Hatch was
certainly motivated and excited to meet you, and is dedicated to advancing a positive pro-
growth, government-limiting agenda. While he has been a life-long conservative, efforts
of TAE, the Ending Spending Fund, and other groups closely associated with the tea
party have clearly had an influence on the Senator, who is up for re-election in 2012. We
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 thanked the Senator for his change of heart on earmarks and discussed his legislative
agenda, which includes his long-time support and advocacy for a BBA (in part because
he thinks it will provoke a much-needed nationwide conversation about the size, scope
and role of government).

Address:
Hon. Orrin Hatch
United States Senate
104 Senate Hart Office Building
Washington, D.C. 20510

• You met next with Speaker John Boehner (R-OH). You had the opportunity to
congratulate the Speaker on his election, and to discuss some of the matters discussed
earlier in the week (such as the efforts to end earmarks, cut spending, and to develop a
better voter file). Rep. Mike Pence (R-IN) joined the meeting and you had a chance to
visit with him as well.

Address:
Hon. John A. Boehner
Speaker of the House of Representatives
The Capitol, Room H-223
Washington, D.C. 20510

• As part of my effort to schedule a meeting between you and former Governor Tim
Pawlenty (R) of Minnesota, who is exploring a run for the Republican Presidential
Nomination in 2012, I was in contact with members of Governor Pawlenty’s political and
fundraising team. Two people in Gov. Pawlenty’s team that I contacted include William
H. Strong, national co-chairman of Pawlenty’s “Freedom First PAC” (and a vice
chairman of Morgan Stanley in Chicago) and Phil Musser, the executive director of the
PAC. We were trying to arrange the meeting for Tuesday in Washington, but because of
the weather-induced travel delays, Strong suggested a private meeting for you and the
Governor during your trip to Sea Island, GA for the AEI World Forum, which you
accepted and attended. Additionally, as you know, you offered the Governor and Strong a
plane ride to GA, which only Strong ended up needing.

Additional Notes

1) During many of the meetings listed above, you invited folks to the premiere of The
Conspirator and had the opportunity to tell them about the work of The American Film
Company. Per your previous instructions, I previously passed those names along to
Alfred.

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2) We had several meetings that were cancelled or re-scheduled, in part due to bad weather
(which delayed your trip initially) and in part due to time conflicts as a result of the
budget battle:

• Bruce Reed (Pres. Obama’s assistant/Vice President Biden’s chief of staff)

• Sen. Mark Warner (D-VA)
• Barry Jackson (Speaker Boehner’s chief of staff)
• Brett Loper (Speaker Boehner’s policy director)

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