[Senate Report 118-4]
[From the U.S. Government Publishing Office]


118th Congress}                                           { Report
                                 SENATE
 1st Session  }                                           { 118-4

======================================================================

                              R E P O R T

                           ON THE ACTIVITIES

                                OF THE

                          COMMITTEE ON FINANCE

                                 OF THE

                          UNITED STATES SENATE

                               DURING THE

                             117th CONGRESS

                              PURSUANT TO 

                    Rule XXVI of the Standing Rules

                                 OF THE

                          UNITED STATES SENATE

[GRAPHIC NOT AVAILABLE IN TIFF FORMAT]


                 March 28, 2023.--Ordered to be printed

                             __________

                                
                    U.S. GOVERNMENT PUBLISHING OFFICE                    
39-010                    WASHINGTON : 2023                    
          
-----------------------------------------------------------------------------------  

                 [117th Congress--Committee Membership]

                          COMMITTEE ON FINANCE

                      RON WYDEN, Oregon, Chairman

DEBBIE STABENOW, Michigan            MIKE CRAPO, Idaho
MARIA CANTWELL, Washington           CHUCK GRASSLEY, Iowa
ROBERT MENENDEZ, New Jersey          JOHN CORNYN, Texas
THOMAS R. CARPER, Delaware           JOHN THUNE, South Dakota
BENJAMIN L. CARDIN, Maryland         RICHARD BURR, North Carolina
SHERROD BROWN, Ohio                  ROB PORTMAN, Ohio
MICHAEL F. BENNET, Colorado          PATRICK J. TOOMEY, Pennsylvania
ROBERT P. CASEY, Jr., Pennsylvania   TIM SCOTT, South Carolina
MARK R. WARNER, Virginia             BILL CASSIDY, Louisiana
SHELDON WHITEHOUSE, Rhode Island     JAMES LANKFORD, Oklahoma
MAGGIE HASSAN, New Hampshire         STEVE DAINES, Montana
CATHERINE CORTEZ MASTO, Nevada       TODD YOUNG, Indiana
ELIZABETH WARREN, Massachusetts      BEN SASSE, Nebraska
                                     JOHN BARRASSO, Wyoming

                    Joshua Sheinkman, Staff Director

                Gregg Richard, Republican Staff Director

                             SUBCOMMITTEES

                              HEALTH CARE

                    DEBBIE STABENOW, Michigan, Chair

ROBERT MENENDEZ, New Jersey          STEVE DAINES, Montana
THOMAS R. CARPER, Delaware           CHUCK GRASSLEY, Iowa
BENJAMIN L. CARDIN, Maryland         JOHN THUNE, South Dakota
ROBERT P. CASEY, Jr., Pennsylvania   RICHARD BURR, North Carolina
MARK R. WARNER, Virginia             PATRICK J. TOOMEY, Pennsylvania
SHELDON WHITEHOUSE, Rhode Island     TIM SCOTT, South Carolina
CATHERINE CORTEZ MASTO, Nevada       BILL CASSIDY, Louisiana
MAGGIE HASSAN, New Hampshire         JAMES LANKFORD, Oklahoma
ELIZABETH WARREN, Massachusetts      TODD YOUNG, Indiana
                                     JOHN BARRASSO, Wyoming

                                 ______

        INTERNATIONAL TRADE, CUSTOMS, AND GLOBAL COMPETITIVENESS

                  THOMAS R. CARPER, Delaware, Chairman

RON WYDEN, Oregon                    JOHN CORNYN, Texas
DEBBIE STABENOW, Michigan            CHUCK GRASSLEY, Iowa
ROBERT MENENDEZ, New Jersey          JOHN THUNE, South Dakota
BENJAMIN L. CARDIN, Maryland         ROB PORTMAN, Ohio
SHERROD BROWN, Ohio                  PATRICK J. TOOMEY, Pennsylvania
MICHAEL F. BENNET, Colorado          TIM SCOTT, South Carolina
ROBERT P. CASEY, Jr., Pennsylvania   STEVE DAINES, Montana
MARK R. WARNER, Virginia             TODD YOUNG, Indiana
CATHERINE CORTEZ MASTO, Nevada       BEN SASSE, Nebraska
                                     JOHN BARRASSO, Wyoming

                                  (ii)


              SOCIAL SECURITY, PENSIONS, AND FAMILY POLICY

                     SHERROD BROWN, Ohio, Chairman

RON WYDEN, Oregon                    TODD YOUNG, Indiana
MICHAEL F. BENNET, Colorado          ROB PORTMAN, Ohio
ROBERT P. CASEY, Jr., Pennsylvania   BILL CASSIDY, Louisiana
MAGGIE HASSAN, New Hampshire         JAMES LANKFORD, Oklahoma
                                     BEN SASSE, Nebraska

                                 ______

             ENERGY, NATURAL RESOURCES, AND INFRASTRUCTURE

                 MICHAEL F. BENNET, Colorado, Chairman

THOMAS R. CARPER, Delaware           JAMES LANKFORD, Oklahoma
MARK R. WARNER, Virginia             JOHN CORNYN, Texas
SHELDON WHITEHOUSE, Rhode Island     TIM SCOTT, South Carolina
MAGGIE HASSAN, New Hampshire         JOHN BARRASSO, Wyoming
                                     STEVE DAINES, Montana

                                 ______

                       TAXATION AND IRS OVERSIGHT

               SHELDON WHITEHOUSE, Rhode Island, Chairman

DEBBIE STABENOW, Michigan            JOHN THUNE, South Dakota
ROBERT MENENDEZ, New Jersey          CHUCK GRASSLEY, Iowa
BENJAMIN L. CARDIN, Maryland         JOHN CORNYN, Texas
SHERROD BROWN, Ohio                  RICHARD BURR, North Carolina
CATHERINE CORTEZ MASTO, Nevada       ROB PORTMAN, Ohio
ELIZABETH WARREN, Massachusetts      PATRICK J. TOOMEY, Pennsylvania
                                     BEN SASSE, Nebraska

                                 ______

               FISCAL RESPONSIBILITY AND ECONOMIC GROWTH

                 ELIZABETH WARREN, Massachusetts, Chair

RON WYDEN, Oregon                    BILL CASSIDY, Louisiana
                                     RICHARD BURR, North Carolina

                                 (iii)



                         LETTER OF TRANSMITTAL

                              ----------                              

                                       U.S. Senate,
                                      Committee on Finance,
                                    Washington, DC, March 28, 2023.
Honorable Sonceria ``Ann'' Berry,
Secretary, U.S. Senate,
Washington, DC.
    Dear Madam Secretary: In accordance with rule XXVI of the 
Standing Rules of the United States Senate and the pertinent 
unanimous consent order pertaining to this rule, I am 
transmitting herewith a report on the activities of the 
Committee on Finance of the United States Senate for the 117th 
Congress.

            Sincerely,
                                               Ron Wyden, Chairman.
      

                                  (v)

                            C O N T E N T S

                               __________
                                                                   Page

117th Congress--Committee Membership.............................    II
Letter of Transmittal............................................     V
Committee Jurisdiction...........................................     1
Rules of Procedure...............................................     2
Tax--Summary of Activities.......................................     5
    Full Committee Hearings......................................     6
    Full Committee Open Executive Sessions.......................     8
    Full Committee Member Meetings...............................     8
    Subcommittee on Taxation and IRS Oversight...................     9
    Subcommittee on Fiscal Responsibility and Economic Growth....     9
Trade--Summary of Activities.....................................    11
    Full Committee Hearings......................................    12
    Full Committee Member Meetings...............................    13
    Subcommittee on International Trade, Customs, and Global 
      Competitiveness............................................    13
    Subcommittee on Fiscal Responsibility and Economic Growth....    13
Health--Summary of Activities....................................    15
    Full Committee Hearings......................................    17
    Subcommittee on Health Care..................................    19
    Subcommittee on Fiscal Responsibility and Economic Growth....    19
Human Services--Summary of Activities............................    21
Social Security--Summary of Activities...........................    23
    Full Committee Hearing.......................................    23
    Subcommittee on Social Security, Pensions, and Family Policy.    23
Oversight and Investigations--Summary of Activities..............    25
    Full Committee Hearings......................................    31
Nominations......................................................    33
Bills and Resolutions Referred to the Committee..................    49
Reports, Prints, and Studies.....................................    51
Official Communications..........................................    53

                                 (vii)


                                              
118th Congress}                                           { Report
                                 SENATE
 1st Session  }                                           {118-4

======================================================================
 
 REPORT ON THE ACTIVITIES OF THE COMMITTEE ON FINANCE DURING THE 117TH 
                                CONGRESS

                                _______
                                

                 March 28, 2023.--Ordered to be printed

                                _______
                                

   Mr. Wyden, from the Committee on Finance, submitted the following

                                 REPORT

    This report reviews the legislative and oversight 
activities of the Committee on Finance during the 117th 
Congress. These activities parallel the broad scope of 
responsibilities vested in the committee by the Legislative 
Reorganization Act of 1946, as amended, rule XXV(k) of the 
Standing Rules of the Senate, and additional authorizing 
resolutions.

                         COMMITTEE JURISDICTION

    Rule XXV(i) of the Standing Rules of the Senate requires 
reference to this committee of all proposed legislation, and 
other matters, dealing with (i) Committee on Finance, to which 
committee shall be referred all proposed legislation, messages, 
petitions, memorials, and other matters relating to the 
following subjects:
           1. Bonded debt of the United States, except as 
        provided in the Congressional Budget Act of 1974.
           2. Customs, collection districts, and ports of entry 
        and delivery.
           3. Deposit of public moneys.
           4. General revenue sharing.
           5. Health programs under the Social Security Act and 
        health programs financed by a specific tax or trust 
        fund.
           6. National social security.
           7. Reciprocal trade agreements.
           8. Revenue measures generally, except as provided in 
        the Congressional Budget Act of 1974.
           9. Revenue measures relating to the insular 
        possessions.
          10. Tariffs and import quotas, and matters related 
        thereto.
          11. Transportation of dutiable goods.

                                  (1)

                            COMMITTEE RULES

                         I. RULES OF PROCEDURE

    Rule 1.  Regular Meeting Days.--The regular meeting day of the 
committee shall be the second and fourth Tuesday of each month, except 
that if there be no business before the committee the regular meeting 
shall be omitted.
    Rule 2.  Committee Meetings.--(a) Except as provided by paragraph 3 
of Rule XXVI of the Standing Rules of the Senate (relating to special 
meetings called by a majority of the committee) and subsection (b) of 
this rule, committee meetings, for the conduct of business, for the 
purpose of holding hearings, or for any other purpose, shall be called 
by the chairman. Members will be notified of committee meetings at 
least 48 hours in advance, unless the chairman determines that an 
emergency situation requires a meeting on shorter notice. The 
notification will include a written agenda together with materials 
prepared by the staff relating to that agenda. After the agenda for a 
committee meeting is published and distributed, no nongermane items may 
be brought up during that meeting unless at least two-thirds of the 
members present agree to consider those items.
      (b) In the absence of the chairman, meetings of the committee may 
be called by the ranking majority member of the committee who is 
present, provided authority to call meetings has been delegated to such 
member by the chairman.
    Rule 3.  Presiding Officer.--(a) The chairman shall preside at all 
meetings and hearings of the committee except that in his absence the 
ranking majority member who is present at the meeting shall preside.
      (b) Notwithstanding the rule prescribed by subsection (a) any 
member of the committee may preside over the conduct of a hearing.
    Rule 4.  Quorums.--(a) Except as provided in subsection (b) one-
third of the membership of the committee, including not less than one 
member of the majority party and one member of the minority party, 
shall constitute a quorum for the conduct of business.
      (b) Notwithstanding the rule prescribed by subsection (a) one 
member shall constitute a quorum for the purpose of conducting a 
hearing.
    Rule 5.  Reporting of Measures or Recommendations.--No measure or 
recommendation shall be reported from the committee unless a majority 
of the committee is actually present and a majority of those present 
concur.
    Rule 6.  Proxy Voting; Polling.--(a) Except as provided by 
paragraph 7(a)(3) of Rule XXVI of the Standing Rules of the Senate 
(relating to limitation on use of proxy voting to report a measure or 
matter), members who are unable to be present may have their vote 
recorded by proxy.
      (b) At the discretion of the committee, members who are unable to 
be present and whose vote has not been cast by proxy may be polled for 
the purpose of recording their vote on any roll call taken by the 
committee.
    Rule 7.  Order of Motions.--When several motions are before the 
committee dealing with related or overlapping matters, the chairman may 
specify the order in which the motions shall be voted upon.
    Rule 8.  Bringing a Matter to a Vote.--If the chairman determines 
that a motion or amendment has been adequately debated, he may call for 
a vote on such motion or amendment, and the vote shall then be taken, 
unless the committee votes to continue debate on such motion or 
amendment, as the case may be. The vote on a motion to continue debate 
on any motion or amendment shall be taken without debate.
    Rule 9.  Public Announcement of Committee Votes.--Pursuant to 
paragraph 7(b) of Rule XXVI of the Standing Rules of the Senate 
(relating to public announcement of votes), the results of roll call 
votes taken by the committee on any measure (or amendment thereto) or 
matter shall be announced publicly not later than the day on which such 
measure or matter is ordered reported from the committee.
    Rule 10.  Subpoenas.--Subpoenas for attendance of witnesses and the 
production of memoranda, documents, and records shall be issued by the 
chairman, or by any other member of the committee designated by him.
    Rule 11.  Nominations.--In considering a nomination, the committee 
may conduct an investigation or review of the nominee's experience, 
qualifications, and suitability, to serve in the position to which he 
or she has been nominated. To aid in such investigation or review, each 
nominee may be required to submit a sworn detailed statement including 
biographical, financial, policy, and other information which the 
committee may request. The committee may specify which items in such 
statement are to be received on a confidential basis. Witnesses called 
to testify on the nomination may be required to testify under oath.
    Rule 12.  Open Committee Hearings.--To the extent required by 
paragraph 5 of Rule XXVI of the Standing Rules of the Senate (relating 
to limitations on open hearings), each hearing conducted by the 
committee shall be open to the public.
    Rule 13.  Announcement of Hearings.--The committee shall undertake 
consistent with the provisions of paragraph 4(a) of Rule XXVI of the 
Standing Rules of the Senate (relating to public notice of committee 
hearings) to issue public announcements of hearings it intends to hold 
at least one week prior to the commencement of such hearings.
    Rule 14.  Witnesses at Hearings.--(a) Each witness who is scheduled 
to testify at any hearing must submit his written testimony to the 
staff director not later than noon of the business day immediately 
before the last business day preceding the day on which he is scheduled 
to appear. Such written testimony shall be accompanied by a brief 
summary of the principal points covered in the written testimony. 
Having submitted his written testimony, the witness shall be allowed 
not more than 10 minutes for oral presentation of his statement.
      (b) Witnesses may not read their entire written testimony, but 
must confine their oral presentation to a summarization of their 
arguments.
      (c) Witnesses shall observe proper standards of dignity, decorum, 
and propriety while presenting their views to the committee. Any 
witness who violates this rule shall be dismissed, and his testimony 
(both oral and written) shall not appear in the record of the hearing.
      (d) In scheduling witnesses for hearings, the staff shall attempt 
to schedule witnesses so as to attain a balance of views early in the 
hearings. Every member of the committee may designate witnesses who 
will appear before the committee to testify. To the extent that a 
witness designated by a member cannot be scheduled to testify during 
the time set aside for the hearing, a special time will be set aside 
for the witness to testify if the member designating that witness is 
available at that time to chair the hearing.
    Rule 15.  Audiences.--Persons admitted into the audience for open 
hearings of the committee shall conduct themselves with the dignity, 
decorum, courtesy, and propriety traditionally observed by the Senate. 
Demonstrations of approval or disapproval of any statement or act by 
any member or witness are not allowed. Persons creating confusion or 
distractions or otherwise disrupting the orderly proceeding of the 
hearing shall be expelled from the hearing.
    Rule 16.  Broadcasting of Hearings.--(a) Broadcasting of open 
hearings by television or radio coverage shall be allowed upon approval 
by the chairman of a request filed with the staff director not later 
than noon of the day before the day on which such coverage is desired.
      (b) If such approval is granted, broadcasting coverage of the 
hearing shall be conducted unobtrusively and in accordance with the 
standards of dignity, propriety, courtesy, and decorum traditionally 
observed by the Senate.
      (c) Equipment necessary for coverage by television and radio 
media shall not be installed in, or removed from, the hearing room 
while the committee is in session.
      (d) Additional lighting may be installed in the hearing room by 
the media in order to raise the ambient lighting level to the lowest 
level necessary to provide adequate television coverage of the hearing 
at the then current state of the art of television coverage.
      (e) The additional lighting authorized by subsection (d) of this 
rule shall not be directed into the eyes of any members of the 
committee or of any witness, and at the request of any such member or 
witness, offending lighting shall be extinguished.
    Rule 17.  Subcommittees.--(a) The chairman, subject to the approval 
of the committee, shall appoint legislative subcommittees. All 
legislation shall be kept on the full committee calendar unless a 
majority of the members present and voting agree to refer specific 
legislation to an appropriate subcommittee.
      (b) The chairman may limit the period during which House-passed 
legislation referred to a subcommittee under paragraph (a) will remain 
in that subcommittee. At the end of that period, the legislation will 
be restored to the full committee calendar. The period referred to in 
the preceding sentences should be 6 weeks, but may be extended in the 
event that adjournment or a long recess is imminent.
      (c) All decisions of the chairman are subject to approval or 
modification by a majority vote of the committee.
      (d) The full committee may at any time by majority vote of those 
members present discharge a subcommittee from further consideration of 
a specific piece of legislation.
      (e) The chairman and ranking minority member shall serve as 
nonvoting ex officio members of the subcommittees on which they do not 
serve as voting members.
      (f) Any member of the committee may attend hearings held by any 
subcommittee and question witnesses testifying before that 
subcommittee.
      (g) Subcommittee meeting times shall be coordinated by the staff 
director to ensure that--
          (1) no subcommittee meeting will be held when the committee 
        is in executive session, except by unanimous consent;
          (2) no more than one subcommittee will meet when the full 
        committee is holding hearings; and
          (3) not more than two subcommittees will meet at the same 
        time.
    Notwithstanding paragraphs (2) and (3), a subcommittee may meet 
when the full committee is holding hearings and two subcommittees may 
meet at the same time only upon the approval of the chairman and the 
ranking minority member of the committee and subcommittees involved.
      (h) All nominations shall be considered by the full committee.
      (i) The chairman will attempt to schedule reasonably frequent 
meetings of the full committee to permit consideration of legislation 
reported favorably to the committee by the subcommittees.
    Rule 18.  Transcripts of Committee Meetings.--An accurate record 
shall be kept of all markups of the committee, whether they be open or 
closed to the public. A transcript, marked as ``uncorrected,'' shall be 
available for inspection by members of the Senate, or members of the 
committee together with their staffs, at any time. Not later than 21 
business days after the meeting occurs, the committee shall make 
publicly available through the Internet--
      (a) a video recording;
      (b) an audio recording; or
      (c) after all members of the committee have had a reasonable 
opportunity to correct their remarks for grammatical errors or to 
accurately reflect statements, a corrected transcript.
    Notwithstanding the above, in the case of the record of an 
executive session of the committee that is closed to the public 
pursuant to Rule XXVI of the Standing Rules of the Senate, the record 
shall not be published or made public in any way except by majority 
vote of the committee after all members of the committee have had a 
reasonable opportunity to correct their remarks for grammatical errors 
or to accurately reflect statements made.
    Rule 19.  Amendment of Rules.--The foregoing rules may be added to, 
modified, amended, or suspended at any time.

                                  TAX

                         SUMMARY OF ACTIVITIES

    In the 117th Congress, the Senate Finance Committee was 
responsible for the enactment of significant legislation 
including continued response to the coronavirus pandemic and 
its far-reaching effects on the economy, significant efforts to 
upgrade the Nation's infrastructure, to increase American 
technological competitiveness, to reform our Nation's tax code, 
and to make unprecedented investments in combating climate 
change and achieving sustainable, domestically produced energy.
    During the first session, the Finance Committee focused on 
continued temporary tax and economic relief to individuals, 
families, and businesses in response to the ongoing coronavirus 
pandemic. The committee played a leading role in developing the 
American Rescue Plan Act of 2021 (Pub. L. 117-2), in particular 
the additional Economic Impact Payments, the expanded Child Tax 
Credit, Earned Income Tax Credit, and Child and Dependent Care 
Tax Credit, and continued tax credits for sick leave, family 
leave, and employee retention and rehiring.
    The committee also continued its focus on investing in the 
American economy by supporting infrastructure investment, 
action on climate change, and incentives for domestic 
manufacturing. The committee marked up the Clean Energy for 
America Act (S. 2118) on May 26, 2021, resulting in a tied 14-
14 vote. The Infrastructure Investment and Jobs Act of 2021 
(Pub. L. 117-58) funded and reauthorized payments out of the 
Highway Trust Fund through 2026 and included new or expanded 
tax-preferred bond financing for broadband, carbon capture, and 
surface transportation. The Act also reinstated the Superfund 
excise taxes on certain chemicals and included new reporting 
requirements on digital assets.
    The committee's work in the second session continued to 
focus on tax incentives to take action on climate change, to 
promote domestic manufacturing, and to enhance retirement 
savings. The CHIPS Act of 2022 (enacted in Pub. L. 117-80) 
included a new advanced manufacturing investment tax credit, 
derived from the committee's bipartisan work on encouraging 
domestic semiconductor manufacturing. The committee also 
engaged in bipartisan work on enhancing retirement savings, 
unanimously approving the Enhancing American Retirement Now 
(EARN) Act on June 22, 2022, which included over 70 different 
bipartisan proposals. The EARN Act was largely incorporated 
into the bicameral, bipartisan SECURE 2.0 Act of 2022 and 
enacted as part of the Consolidated Appropriations Act, 2023 
(Pub. L. 117-315).
    The Inflation Reduction Act of 2022 (Pub. L. 117-169) 
reflected the culmination of the Finance Committee's efforts 
this Congress on policies to combat climate change, improve tax 
fairness, and reduce the deficit. The Act incorporated aspects 
of the committee's work on legislation such as the Clean Energy 
for America Act (S. 2118) in extending and reforming tax 
incentives for clean electricity, transportation, and energy 
efficiency to be technology-
neutral and premised on carbon emissions and energy 
conservation. The Act also created a new corporate alternative 
minimum tax and excise tax on stock repurchases.
    Throughout both sessions, the committee continued 
discussions with the Treasury Department on the implementation 
of various coronavirus tax relief measures and received updates 
on the ongoing negotiations at the Organisation for Economic 
Co-operation and Development (OECD) related to the global 
minimum taxes on multinational corporations, anti-tax base 
erosion proposals, global profit allocation, and the taxation 
of digital services.

                        Full Committee Hearings

2021
March 16, 2021--``Made in America: Effect of the U.S. Tax Code 
    on Domestic Manufacturing.'' Testimony was heard from 
    George S. Davis, executive vice president and chief 
    financial officer, Intel Corporation, Santa Clara, CA; 
    Jonathan Jennings, vice president, global commodity 
    purchasing and supplier technical assistance, Ford Motor 
    Company, Dearborn, MI; Jay Timmons, president and CEO, 
    National Association of Manufacturers, Washington, DC; 
    Michelle Hanlon, Ph.D., Howard W. Johnson professor, Sloan 
    School of Management, Massachusetts Institute of 
    Technology, Cambridge, MA; and Donnie Blatt, District 1 
    director, United Steel, Paper and Forestry, Rubber, 
    Manufacturing, Energy, Allied Industrial, and Service 
    Workers International Union (USW), Columbus, OH.
March 25, 2021--``How U.S. International Tax Policy Impacts 
    American Workers, Jobs, and Investment.'' Testimony was 
    heard from Kimberly Clausing, Ph.D., Deputy Assistant 
    Secretary, Tax Analysis, Department of the Treasury, 
    Washington, DC; Pamela F. Olson, former Assistant Secretary 
    for Tax Policy, Department of the Treasury, Washington, DC; 
    Chye-Ching Huang, executive director, Tax Law Center, New 
    York University School of Law, New York, NY; and James R. 
    Hines, Jr., Ph.D., Richard A. Musgrave collegiate professor 
    of economics and L. Hart Wright collegiate professor of 
    law, University of Michigan, Ann Arbor, MI.
April 13, 2021--``The 2021 Filing Season and 21st-Century 
    IRS.'' Testimony was heard from Hon. Charles P. Rettig, 
    Commissioner, Internal Revenue Service, Washington, DC.
April 20, 2021--``Combating Inequality: The Tax Code and 
    Racial, Ethnic, and Gender Disparities.'' Testimony was 
    heard from Dorothy A. Brown, Asa Griggs Candler professor 
    of law, School of Law, Emory University, Atlanta, GA; Mihir 
    A. Desai, Ph.D., Mizuho Financial Group professor of 
    business, Harvard Business School, and professor of law, 
    Harvard Law School, Harvard University, Cambridge, MA; 
    Himalaya Rao-Potlapally, managing director, Black Founders 
    Matter Fund, Salem, OR; and Shay Hawkins, co-founder and 
    president, Opportunity Funds Association, Washington, DC.
April 27, 2021--``Climate Challenges: The Tax Code's Role in 
    Creating American Jobs, Achieving Energy Independence, and 
    Providing Consumers with Affordable, Clean Energy.'' 
    Testimony was heard from Jason Walsh, executive director, 
    BlueGreen Alliance, Washington, DC; Maria M. Pope, 
    president and CEO, Portland General Electric, Portland, OR; 
    Alex Brill, research fellow, American Enterprise Institute, 
    Washington, DC; and Kevin Sunday, director of government 
    affairs, Pennsylvania Chamber of Business and Industry, 
    Harrisburg, PA.
May 18, 2021--``Funding and Financing Options to Bolster 
    American Infrastructure.'' Testimony was heard from Joseph 
    Kile, Ph.D., Director of Microeconomic Analysis, 
    Congressional Budget Office, Washington, DC; Victoria F. 
    Sheehan, president, American Association of State Highway 
    and Transportation Officials, Washington, DC; Heather Buch, 
    subcommittee chair, Transportation Steering Committee, 
    National Association of Counties, Washington, DC; and 
    Shirley Bloomfield, chief executive officer, NTCA--The 
    Rural Broadband Association, Arlington, VA.
June 8, 2021--``The IRS's Fiscal Year 2022 Budget.'' Testimony 
    was heard from Hon. Charles P. Rettig, Commissioner, 
    Internal Revenue Service, Washington, DC.
June 16, 2021--``The President's Fiscal Year 2022 Budget.'' 
    Testimony was heard from Hon. Janet L. Yellen, Secretary, 
    Department of the Treasury, Washington, DC.
July 28, 2021--``Building on Bipartisan Retirement Legislation: 
    How Can Congress Help?'' Testimony was heard from Aliya 
    Robinson, senior vice president, retirement and 
    compensation policy, The ERISA Industry Committee, 
    Washington, DC; Brian H. Graff, chief executive officer, 
    American Retirement Association, Arlington, VA; David 
    Certner, legislative counsel and policy director, AARP, 
    Washington, DC; and Hon. Tobias Read, Oregon State 
    Treasurer, Salem, OR.
2022
February 17, 2022--``Spotlighting IRS Customer Service 
    Challenges.'' Testimony was heard from Erin M. Collins, 
    National Taxpayer Advocate, Internal Revenue Service, 
    Washington, DC; Jessica Lucas-Judy, Director, Strategic 
    Issues, Government Accountability Office, Washington, DC; 
    and Jan Lewis, chair, Tax Executive Committee, American 
    Institute of CPAs, Washington, DC.
March 17, 2022--``Examining Charitable Giving and Trends in the 
    Nonprofit Sector.'' Testimony was heard from Daniel 
    Cardinali, president and CEO, Independent Sector, 
    Washington, DC; Susannah Morgan, CEO, Oregon Food Bank, 
    Portland, OR; Una Osili, Ph.D., Efroymson chair in 
    philanthropy and economics, and associate dean for research 
    and international programs, Lilly Family School of 
    Philanthropy, Indiana University, Indianapolis, IN; and C. 
    Eugene Steuerle, Ph.D., co-founder, Urban-Brookings Tax 
    Policy Center, Center on Nonprofits and Philanthropy, Urban 
    Institue, and ACT for Alexandia, a community foundation, 
    Washington, DC.
April 7, 2022--``The IRS, the President's Fiscal Year 2023 
    Budget, and the 2022 Filing Season.'' Testimony was heard 
    from Hon. Charles P. Rettig, Commissioner, Internal Revenue 
    Service, Washington, DC.
June 7, 2022--``The President's Fiscal Year 2023 Budget.'' 
    Testimony was heard from Hon. Janet L. Yellen, Secretary, 
    Department of the Treasury, Washington, DC.
June 14, 2022--``Examining the Impact of South Dakota v. 
    Wayfair on Small Businesses and Remote Sales.'' Testimony 
    was heard from James R. McTigue, Jr., Director, Tax Policy 
    and Administration, Government Accountability Office, 
    Washington, DC; John E. Hennessey, president and CEO, 
    Littleton Coin Company, Inc., Littleton, NH; Michelle Huie, 
    founder and CEO, VIM and VIGR Compression Legwear, 
    Missoula, MT; Craig Johnson, executive director, 
    Streamlined Sales Tax Governing Board, Inc., Westby, WI; 
    and Diane L. Yetter, president and founder, Sales Tax 
    Institute, Chicago, IL.
July 20, 2022--``The Role of Tax Incentives in Affordable 
    Housing.'' Testimony was heard from Andrea Bell, Director, 
    Oregon Housing and Community Services, Salem, OR; Jerry 
    Konter, founder and president, Konter Quality Homes, and 
    chairman of the board, National Association of Home 
    Builders, Washington, DC; Lee E. Ohanian, Ph.D., senior 
    fellow, Hoover Institute, Stanford University, and 
    distinguished professor of economics, University of 
    California--Los Angeles, Los Angeles, CA; Benson (Buzz) 
    Roberts, president and CEO, National Association of 
    Affordable Housing Lenders, Washington, DC; and Hon. Dana 
    T. Wade, chief production officer, FHA finance, Walker and 
    Dunlop, Bethesda, MD.

                 Full Committee Open Executive Sessions

2021
May 26, 2021--Open Executive Session to consider the Clean 
    Energy for America Act.
2022
June 22, 2022--Open Executive Session to consider the Enhancing 
    American Retirement Now (EARN) Act.

                     Full Committee Member Meetings

2021
September 23, 2021--Briefing from Dr. Ngozi Okonjo-Iweala, 
    Director General of the World Trade Organization, and 
    Angela Ellard, Deputy Director General of the World Trade 
    Organization.
2022
February 15, 2022--Briefing with IRS Commissioner Rettig and 
    Deputy Treasury Secretary Adeyemo on the upcoming tax 
    filing season.
July 26, 2022--Briefing with the IRS Commissioner Rettig on IRS 
    Audit Selection Procedures.

               Subcommittee on Taxation and IRS Oversight

2021
May 11, 2021--``Closing the Tax Gap: Lost Revenue From 
    Noncompliance and the Role of Offshore Tax Evasion.'' 
    Testimony was heard from Hon. J. Russell George, Treasury 
    Inspector General for Tax Administration, Department of the 
    Treasury, Washington, DC; Douglas O'Donnell, Deputy 
    Commissioner, Services and Enforcement, Internal Revenue 
    Service, Department of the Treasury, Washington, DC; Hon. 
    Charles O. Rossotti, former Commissioner (1997-2002), 
    Internal Revenue Service, Washington, DC; Nina E. Olson, 
    executive director, Center for Taxpayer Rights, Washington, 
    DC; and Barry Johnson, Acting Chief, Research and 
    Analytics, Internal Revenue Service, Department of the 
    Treasury, Washington, DC.
2022
May 4, 2022--``Laws and Enforcement Governing the Political 
    Activities of Tax-Exempt Entities.'' Testimony was heard 
    from Philip Hackney, associate professor of law, University 
    of Pittsburgh School of Law, Pittsburgh, PA; Bradley A. 
    Smith, chairman, Institute for Free Speech, Washington, DC; 
    Hon. Ann Ravel, former Chair, Federal Election Commission, 
    Los Gatos, CA; and Scott Walter, president, Capital 
    Research Center, Washington, DC.

       Subcommittee on Fiscal Responsibility and Economic Growth

2021
April 27, 2021--``Creating Opportunity Through a Fairer Tax 
    System.'' Testimony was heard from Abigail E. Disney, 
    Ph.D., CEO and co-founder, Fork Films, New York, NY; Cheryl 
    Straughter, owner, Soleil Restaurant, Boston, MA; David 
    Gamage, professor of law, Maurer School of Law, Indiana 
    University, Bloomington, IN; Scott A. Hodge, president, Tax 
    Foundation, Washington, DC; Jeffrey L. Hoopes, Ph.D., 
    associate professor, Kenan Flagler Business School, 
    University of North Carolina, Chapel Hill, NC; and Kyle 
    Pomerleau, resident fellow, American Enterprise Institute, 
    Washington, DC.

                                 TRADE

                         SUMMARY OF ACTIVITIES

    In the 117th Congress, the Senate Finance Committee worked 
to expand trade and investment-related opportunities for 
American workers, farmers, and businesses. This work included 
thorough oversight and communication of committee priorities 
with respect to the administration's new ``worker-centered'' 
trade policy--including the various trade initiatives led by 
the Office of the United States Trade Representative (USTR) and 
the Department of Commerce.
    The administration has proposed negotiating a number of new 
initiatives, such as the Indo-Pacific Economic Framework 
(IPEF), the Americas Partnership for Economic Prosperity, the 
U.S./UK Dialogues on the Future of Atlantic Trade, the U.S.-
Taiwan Initiative on 21st-Century Trade, and the U.S.-Kenya 
Strategic Trade and Investment Partnership. In addition to 
these initiatives, the administration is engaging with U.S. 
trading partners on various issues through Trade and Investment 
Framework Agreements (TIFAs) and Trade and Investment Councils 
(TICs), and through international forums such as the World 
Trade Organization (WTO) and the Asia-Pacific Economic 
Cooperation (APEC).
    With respect to all of this work, the committee is 
insisting on close congressional consultation and greater 
transparency and stakeholder engagement.
    Throughout the 117th Congress, the committee also conducted 
oversight over the administration's implementation and 
enforcement of the United States-Mexico-Canada Agreement 
(USMCA), emphasizing the importance of full enforcement of the 
Agreement.
    With respect to legislation, the committee drafted a 
bipartisan bill to increase U.S. competitiveness and 
innovation, including by improving and renewing two expired 
trade programs: the Miscellaneous Tariff Bill (MTB) and the 
Generalized System of Preferences (GSP). The Senate passed this 
legislation as an amendment to the Senate-passed United States 
Competition and Innovation Act (USICA) by an overwhelmingly 
bipartisan vote of 91-4. The committee worked with the House 
Ways and Means Committee on a path forward for this 
legislation, but did not reach agreement. In addition, the 
committee worked to hold Russia accountable for its unprovoked 
invasion of Ukraine, including by passing into law a 
legislative package to repeal permanent normal trade relations 
with Russia and ban imports of Russian energy products.
    The committee also held several hearings and member 
meetings to examine the successes and challenges of U.S. trade 
policies and to assess opportunities to improve and increase 
trade. These meetings included a meeting with the Senate 
Advisory Group on Negotiations (SAGON) to discuss IPEF with 
U.S. Trade Representative Katherine Tai, and a Finance 
Committee member meeting with Commerce Secretary Gina Raimondo 
to discuss IPEF.

                        Full Committee Hearings

2021
March 18, 2021--``Fighting Forced Labor: Closing Loopholes and 
    Improving Customs Enforcement to Mandate Clean Supply 
    Chains and Protect Workers.'' Testimony was heard from 
    Joseph Wrona, Local 135L member, United Steel, Paper and 
    Forestry, Rubber, Manufacturing, Energy, Allied Industrial, 
    and Service Workers International Union (USW), Buffalo, NY; 
    Martina E. Vandenberg, J.D., president, Human Trafficking 
    Legal Center, Washington, DC; Julia K. Hughes, president, 
    U.S. Fashion Industry Association, Washington, DC; and 
    Leonardo Bonanni, Ph.D., founder and CEO, Sourcemap, Inc., 
    New York, NY.
April 22, 2021--``U.S.-China Relations: Improving U.S. 
    Competitiveness Through Trade.'' Testimony was heard from 
    Michael R. Wessel, Commissioner, U.S.-China Economic and 
    Security Review Commission, Washington, DC; Aynne Kokas, 
    Ph.D., senior faculty fellow, Miller Center for Public 
    Affairs; and associate professor of media studies, 
    University of Virginia, Charlottesville, VA; Clete R. 
    Willems, partner, Akin, Gump, Strauss, Hauer, and Feld LLP, 
    Washington, DC; and David Baer, chief operating officer and 
    general counsel, Element Electronics, Winnsboro, SC.
May 12, 2021--``The President's 2021 Trade Policy Agenda.'' 
    Testimony was heard from Hon. Katherine C. Tai, United 
    States Trade Representative, Executive Office of the 
    President, Washington, DC.
July 27, 2021--``Implementation and Enforcement of the United 
    States-Mexico-Canada Agreement: One Year After Entry Into 
    Force.'' Testimony was heard from Benjamin Davis, director 
    of international affairs, United Steelworkers, Pittsburgh, 
    PA; Allan Huttema, chair, board of directors, Darigold and 
    Northwest Dairy Association, Parma, ID; Michelle McMurry-
    Heath, M.D., Ph.D., president and CEO, Biotechnology 
    Innovation Organization, Washington, DC; and Beth Lowell, 
    deputy vice president, U.S. Campaigns, Oceana, Washington, 
    DC.
2022
March 15, 2022--``The Promise and Challenge of Strategic Trade 
    Engagement in the Indo-Pacific Region.'' Testimony was 
    heard from Sharon Bomer Lauritsen, principal, AgTrade 
    Strategies LLC, Washington, DC; Emma Llanso, director, Free 
    Expression Project, Center for Democracy and Technology, 
    Washington, DC; Kelly Ann Shaw, former Deputy Assistant to 
    the President for International Economic Affairs (2018-
    2019), and partner, Hogan Lovells, Washington, DC; and 
    Michael Wessel, staff chair, Labor Advisory Committee for 
    Trade Negotiations and Trade Policy, and president, The 
    Wessel Group Inc., Washington, DC.
March 31, 2022--``The President's 2022 Trade Policy Agenda.'' 
    Testimony was heard from Hon. Katherine C. Tai, United 
    States Trade Representative, Executive Office of the 
    President, Washington, DC.

                     Full Committee Member Meetings

October 26, 2021--Full Committee Member Meeting with United 
    States Trade Representative Katherine Tai for a trade 
    agenda update.
November 17, 2021--Full Committee Member Meeting with United 
    States Secretary of the Treasury Janet Yellen for the 
    latest in OECD developments.
March 22, 2022--Briefing with Commerce Secretary Raimondo on 
    the Indo-Pacific Economic Framework.

             Subcommittee on International Trade, Customs, 
                       and Global Competitiveness

2021
June 22, 2021--``The Strategic Benefits of a Multilateral 
    Approach to Trade Policy in the Asia-Pacific Region.'' 
    Testimony was heard from Wendy Cutler, vice president, Asia 
    Society Policy Institute, Washington, DC; Donald Allan, 
    Jr., president and chief financial officer, Stanley Black & 
    Decker, New Britain, CT; Peter A. Petri, Ph.D., Carl J. 
    Shapiro professor of international finance, Brandeis 
    University, nonresident senior fellow, Brookings 
    Institution, and visiting fellow, Peterson Institute for 
    International Economics, Boston, MA; and Hon. James B. 
    Cunningham, nonresident senior fellow, The Atlantic 
    Council, former U.S. Ambassador to Afghanistan, Israel, and 
    the United Nations, former Consul General of the United 
    States in Hong Kong, and board chair, Committee for Freedom 
    in Hong Kong, Elizabethtown, NY.
2022
June 15, 2022--``Supply Chain Resiliency: Alleviating Backlogs 
    and Strengthening Long-Term Security.'' Testimony was heard 
    from Scott N. Paul, president, Alliance for American 
    Manufacturing, Washington, DC; Douglas L. Potvin, chief 
    financial officer, Trinity Logistics, Inc., Seaford, DE; 
    Orit Frenkel, Ph.D., founder and CEO, American Leadership 
    Initiative, Washington, DC; and Gilman Louie, chief 
    executive officer, America's Frontier Fund, Arlington, VA.
November 30, 2022--``Opportunities and Challenges for Trade 
    Policy in the Digital Economy.'' Testimony was heard from 
    Christine Bliss, president, Coalition of Services 
    Industries (CSI), Washington, DC; David Feith, adjunct 
    senior fellow, Indo-Pacific Security Program, Center for a 
    New American Security, Washington, DC; Joshua P. Meltzer, 
    S.J.D., senior fellow, Global Economy and Development, 
    Brookings Institution, Washington DC; and Patrick Woodall, 
    policy and research director, AFL-CIO Technology Institute, 
    Washington, DC.

       Subcommittee on Fiscal Responsibility and Economic Growth

2021
July 14, 2021--``Defending and Investing in U.S. 
    Competitiveness.'' Testimony was heard from Hon. William E. 
    Spriggs, Ph.D., professor of economics, Howard University, 
    and chief economist, AFL-CIO, Washington, DC; Roy Houseman, 
    legislative director, United Steelworkers, Pittsburgh, PA; 
    Mary Gallagher, Ph.D., Amy and Alan Lowenstein Professor of 
    Democracy, Democratization, and Human Rights, University of 
    Michigan, Ann Arbor, MI; David M. Luna, executive director, 
    International Coalition Against Illicit Economies (ICAIE), 
    Washington, DC; Yaya J. Fanusie, adjunct senior fellow, 
    Center for a New American Security, Washington, DC; and 
    Jane Nakano, senior fellow, Energy Security and Climate 
    Change Program, Center for Strategic and International 
    Studies, Washington, DC.
December 7, 2021--``Promoting Competition, Growth, and Privacy 
    Protection in the Technology Sector.'' Testimony was heard 
    from Courtenay Brown, Amazon associate and leader, United 
    for Respect, Newark, NJ; Hon. Karl A. Racine, Attorney 
    General, District of Columbia, Washington, DC; Barry C. 
    Lynn, executive director, Open Markets Institute, 
    Washington, DC; Justin Sherman, fellow and research lead, 
    Data Brokerage Project, Sanford School of Public Policy, 
    Duke University, Durham, NC; Samm Sacks, senior fellow, 
    Yale Law School Paul Tsai China Center, New Haven, CT, and 
    cybersecurity policy fellow, New America, Washington, DC; 
    and Stacey Gray, senior counsel, Future of Privacy Forum, 
    Washington, DC.

                                 HEALTH

                         SUMMARY OF ACTIVITIES

    In the 117th Congress, the committee focused on improving 
Medicare, Medicaid, and Children's Health Insurance Program 
(CHIP) for individuals, providers, and taxpayers.
    In March of 2021, the chairman authored several provisions 
that were included in the American Rescue Plan Act of 2021, 
which was passed by Congress and signed into law by the 
President. The health provisions expanded premium tax credits 
for 2 years in the health insurance marketplaces, established a 
State option to provide 12 months of Medicaid and CHIP coverage 
during the postpartum period, required coverage of COVID-19 
vaccines and treatment under Medicaid and CHIP, provided 
enhanced funding for Medicaid home and community-based 
services, established a State option in Medicaid to provide 
temporary enhanced funding for mobile crisis services, and 
provided grant funding for new and existing Elder Justice Act 
(EJA) programs that are aimed at protecting seniors and people 
with disabilities who reside in nursing homes.
    In August of 2021, the committee embarked on a bipartisan 
effort following hearings earlier in the year to improve access 
to mental health-care services in Medicare, Medicaid, and CHIP. 
The committee released a Request for Information (RFI) to 
stakeholders and the public to gather information on proposals 
in five distinct policy areas that would be considered for a 
bipartisan legislative package. The five policy areas included: 
(1) behavioral health-care workforce, (2) primary care and 
behavioral health-care integration, (3) tele-mental health 
care, (4) youth mental health, and (5) behavioral and physical 
health-care parity. The committee designated 10 bipartisan 
Finance Committee members to lead the development of 
legislation in each of these policy areas.
    In March of 2022, the committee released a bipartisan 
report titled ``Mental Health Care in the United States: The 
Case for Federal Action'' that describes the state of mental 
health care in the Medicare and Medicaid programs and potential 
policy interventions based on information gathered from experts 
and stakeholders who testified at committee hearings and 
provided responses to the committee's RFI. Beginning in May of 
2022 and concluding in December of 2022, the committee released 
bipartisan discussion drafts containing policy proposals to 
address mental health care for each of the five identified 
subject areas. Through this bipartisan process, the committee 
authored several provisions related to improving access to 
mental health-care services in Medicaid and CHIP which were 
included in the Bipartisan Safer Communities Act of 2022 that 
was passed by Congress and signed into law by the President in 
June of 2022. The policies include an extension and nationwide 
expansion of the Certified Community Behavioral Health Clinic 
(CCBHC) demonstration program, increased access to Medicaid 
tele-mental health services, support for Medicaid/CHIP funding 
for mental health services in schools, and improved oversight 
and enforcement of Medicaid's early and periodic screening, 
diagnostic, and treatment benefit, which provides comprehensive 
health coverage to children.
    Several more of the committee's mental health provisions 
were signed into law as a part of the Consolidated 
Appropriations Act, 2023 (CAA 2023). With respect to Medicare, 
these provisions included providing Medicare coverage of 
marriage and family therapist services and mental health 
counselor services, improving Medicare payment for mobile 
crisis services, providing additional medical residency slots 
for psychiatry specialties and other specialties in Medicare's 
graduate medical education (GME) program, and providing 
flexibility under Medicare's program integrity laws to allow 
for hospitals to provide mental health wellness programs to 
physicians and other clinicians. With respect to Medicaid and 
CHIP, the provisions will strengthen requirements on health 
plans and State Medicaid programs to publish updated 
directories of the providers in their networks, including 
mental health providers, improve access to mental health and 
substance use disorder services for 
justice-involved youth, and provide States with additional 
guidance to build out their crisis care continuums.
    The committee also worked on a bipartisan basis to extend 
flexibilities and expiring authorities in the Medicare and 
Medicaid programs by authoring provisions in continuing 
resolutions to fund the government. This includes the 
Consolidated Appropriations Act, 2022. Examples of health 
provisions in this bill include the extension of telehealth 
flexibilities beyond the end of the COVID-19 public health 
emergency and the extension of Medicaid funding for U.S. 
territories.
    In December of 2022, as a part of CAA 2023, the committee 
authored a number of bipartisan health provisions beyond mental 
health care under Medicare and Medicaid that were signed into 
law. Examples include extension of expiring Medicare payment 
policies for hospitals, as well as the provision of Medicare 
coverage of compression garments for treatment of lymphedema, 
coverage under Medicare Part D for COVID-19 treatment 
medications that were authorized by the Food and Drug 
Administration (FDA) under emergency use authorization, and a 
transition of Medicare's Intravenous Immune Globulin (IVIG) 
demonstration to a permanent benefit.
    The CAA 2023 also included significant improvements in 
Medicaid and CHIP coverage authored by the committee, such as a 
permanent requirement for States to provide 12 months of 
continuous eligibility for children in Medicaid/CHIP; a 
permanent extension of the State option to provide 12 months of 
Medicaid/CHIP coverage for postpartum women; a 2-year extension 
of funding for CHIP through fiscal year 2025; a 4-year 
extension of the Money Follows the Person program and spousal 
impoverishment protections, which help seniors and individuals 
with disabilities access home and community-based care, through 
fiscal year 2027; and a long-term extension of Medicaid funding 
for the U.S. territories, including 5 years of funding for 
Puerto Rico and permanent funding for the other territories. In 
addition, the CAA 2023 provided funding and guard rails to 
support State Medicaid programs' transition from COVID-19 
public health emergency requirements beginning in April 2023.
    The chairman led an effort to reduce the cost of 
prescription drugs in the Medicare program and authored several 
provisions included in the Inflation Reduction Act of 2022, 
which was passed by Congress and signed into law by the 
President in August of 2022. These provisions authorize the 
Medicare program to negotiate program payment for certain 
prescription drugs under the Part B and Part D programs, cap 
the beneficiary monthly out-of-pocket cost of insulin 
prescribed under Part B and Part D, cap the beneficiary total 
annual out-of-pocket cost for prescription drugs covered under 
Medicare Part D, and provide recommended vaccines for seniors 
under Medicare and all Medicaid and CHIP beneficiaries at no 
out-of-pocket cost.
    In November of 2022, the chairman released a report titled 
``Deceptive Marketing Practices Flourish in Medicare 
Advantage,'' which investigated the marketing practices of 
Medicare Advantage plans. This investigation was in response to 
concerns raised by State insurance commissioners, insurers, and 
Medicare beneficiaries. This report summarized information on 
marketing practices from fourteen different States and provided 
recommendations to the Centers for Medicare and Medicaid 
Services on regulatory actions to protect beneficiaries from 
misleading marketing.

                        Full Committee Hearings

2021
May 19, 2021--``COVID-19 Health Care Flexibilities: 
    Perspectives, Experiences, and Lessons Learned.'' Testimony 
    was heard from Jessica Farb, Director, Health Care, 
    Government Accountability Office, Washington, DC; Kisha 
    Davis, M.D., MPH, FAAFP, member, Commission on Federal and 
    State Policy, American Academy of Family Physicians, 
    Leawood, KS; Linda V. DeCherrie, M.D., clinical director, 
    Mount Sinai at Home, and professor of geriatrics and 
    palliative medicine, Icahn School of Medicine at Mount 
    Sinai, Mount Sinai Health System, New York, NY; Narayana 
    Murali, M.D., board member, America's Physician Groups, and 
    executive director, Marshfield Clinic, Marshfield, WI; and 
    Robert A. Berenson, M.D., institute fellow, Urban 
    Institute, Washington, DC.
June 10, 2021--``The President's Fiscal Year 2022 HHS Budget.'' 
    Testimony was heard from Hon. Xavier Becerra, Secretary, 
    Department of Health and Human Services, Washington, DC.
June 15, 2021--``Mental Health Care in America: Addressing Root 
    Causes and Identifying Policy Solutions.'' Testimony was 
    heard from Benjamin F. Miller, PsyD, chief strategy 
    officer, Well Being Trust, Oakland, CA; Chantay Jett, MA, 
    MFT, executive director, Wallowa Valley Center for 
    Wellness, Enterprise, OR; Michelle P. Durham, M.D., MPH, 
    FAPA, DFAACAP, assistant professor of psychiatry, Boston 
    University School of Medicine, and vice chair of education 
    and psychiatry residency training director, Department of 
    Psychiatry, Boston Medical Center, Boston, MA; and Thomas 
    Betlach, MPA, partner, Speire Healthcare Strategies, 
    Phoenix, AZ.
October 20, 2021--``Health Insurance Coverage in America: 
    Current and Future Role of Federal Programs.'' Testimony 
    was heard from Hon. Rick Scott, a U.S. Senator from 
    Florida; Hon. Raphael Warnock, a U.S. Senator from Georgia; 
    Frederick Isasi, J.D., MPH, executive director, Families 
    USA, Washington, DC; Douglas Holtz-Eakin, Ph.D., president, 
    American Action Forum, Washington, DC; Sara R. Collins, 
    Ph.D., vice president for health care coverage and access, 
    The Commonwealth Fund, New York, NY; and Linda J. Blumberg, 
    Ph.D., institute fellow, Urban Institute, Washington, DC.
2022
February 8, 2022--``Protecting Youth Mental Health: Part I--An 
    Advisory and Call to Action.'' Testimony was heard from 
    Hon. Vivek H. Murthy, M.D., M.B.A., Surgeon General, Office 
    of the Secretary, Department of Health and Human Services, 
    Washington, DC.
February 15, 2022--``Protecting Youth Mental Health: Part II--
    Identifying and Addressing Barriers to Care.'' Testimony 
    was heard from Trace Terrell, Lead Intervention and 
    Outreach Specialist, YouthLine, La Pine, OR; Tami D. 
    Benton, M.D., 
    psychiatrist-in-chief, executive director, and chair, 
    Department of Child and Adolescent Psychiatry and 
    Behavioral Sciences, Children's Hospital of Philadelphia, 
    Philadelphia, PA; Jodie L. Lubarsky, M.A., LCMHC, vice 
    president of clinical operations, Youth and Family 
    Services, Seacoast Mental Health Center, Inc., Portsmouth, 
    NH; and Sharon Hoover, Ph.D., professor, child and 
    adolescent psychiatry, and co-director, National Center for 
    School Mental Health, University of Maryland School of 
    Medicine, Baltimore, MD.
March 16, 2022--``Prescription Drug Price Inflation: An Urgent 
    Need to Lower Drug Prices in Medicare.'' Testimony was 
    heard from Rena Conti, Ph.D., associate professor, 
    Department of Markets, Public Policy, and Law, Questrom 
    School of Business, Boston University, Boston, MA; Douglas 
    Holtz-Eakin, Ph.D., president, American Action Forum, 
    Washington, DC; Stephen J. Ezell, vice president, global 
    innovation policy, Information Technology and Innovation 
    Foundation, Washington, DC; and Steffany Stern, MPP, vice 
    president of advocacy, National Multiple Sclerosis Society, 
    Minneapolis, MN.
March 30, 2022--``Behavioral Health Care When Americans Need 
    It: Ensuring Parity and Care Integration.'' Testimony was 
    heard from John E. Dicken, Director, Health Care, 
    Government Accountability Office, Washington, DC; Andy 
    Keller, Ph.D., president and CEO, and Linda Perryman Evans 
    Presidential Chair, Meadows Mental Health Policy Institute, 
    Dallas, TX; Anna Ratzliff, M.D., Ph.D., co-director, 
    Advancing Integrated Mental Health Solutions (AIMS) Center, 
    and professor, University of Washington, Seattle, WA; and 
    Reginald D. Williams II, vice president, international 
    health policy and practice innovations, Commonwealth Fund, 
    Washington, DC.
April 5, 2022--``The President's Fiscal Year 2023 Health and 
    Human Services Budget.'' Testimony was heard from Hon. 
    Xavier Becerra, Secretary, Department of Health and Human 
    Services, Washington, DC.

                      Subcommittee on Health Care

2021
May 12, 2021--``The COVID-19 Pandemic and Beyond: Improving 
    Mental Health and Addiction Services in Our Communities.'' 
    Testimony was heard from Victor Armstrong, MSW, Director, 
    Division of Mental Health, Developmental Disabilities, and 
    Substance Abuse Services, North Carolina Department of 
    Health and Human Services, Raleigh, NC; Stephanie Woodard, 
    Psy.D., Senior Advisor, Division of Public and Behavioral 
    Health, Nevada Department of Health and Human Services, 
    Carson City, NV; Lenette Kosovich, R.N., MHA, chief 
    executive officer, Rimrock Foundation, Billings, MT; and 
    Malkia Newman, team supervisor, CNS Healthcare Anti-Stigma 
    Program, Waterford, MI.

       Subcommittee on Fiscal Responsibility and Economic Growth

2022
February 2, 2022--``The Hospital Insurance Trust Fund and the 
    Future of Medicare Financing.'' Testimony was heard from 
    Michael E. Chernew, Ph.D., Chair, Medicare Payment Advisory 
    Commission, Washington, DC; Susan Rogers, M.D., FACP, 
    president, Physicians for a National Health Program, 
    Chicago, IL; Amy Kapczynski, professor and faculty co-
    director, Global Health Justice Partnership and Law and 
    Political Economy Project, Yale Law School, New Haven, CT; 
    Katherine Baicker, Ph.D., dean and Emmett Dedmon professor, 
    Harris School of Public Policy, University of Chicago, 
    Chicago, IL; and James C. Capretta, senior fellow and 
    Milton Friedman chair, American Enterprise Institute, 
    Washington, DC.

                             HUMAN SERVICES

                         SUMMARY OF ACTIVITIES

    In the 117th Congress, the Senate Finance Committee worked 
to improve programs and opportunities for American workers and 
their families.
    In March of 2021, the chairman played a leading role in 
developing the American Rescue Plan Act of 2021 (Pub. L. 117-
2), which included substantial funding for unemployment 
insurance (UI) programs to address the needs of millions of 
workers who lost jobs or who were otherwise unable to work as a 
result of COVID-19. The American Rescue Plan Act also contained 
new permanently increased investment in the Child Care 
Entitlement to States by $633 million. This funding increase 
also included set-asides for American Indian tribes and tribal 
organizations and U.S. territories.
    On December 29, 2022, Congress passed the Consolidated 
Appropriations Act of 2023 (Pub. L. 117-328). The committee 
authored a significant portion of that law, including several 
bipartisan human services provisions. Most notably, section 
6101 of the law reauthorized the Maternal, Infant, and Early 
Childhood Home Visiting (MIECHV) program through September 30, 
2027. As part of this 5-year reauthorization, MIECHV funding 
will gradually double through a combination of Federal base 
grants and Federal matching grants, while improving 
transparency and stability for grantees by establishing a 
funding formula in statute. This section also reserved funds 
for purposes other than the State/territory grants, including a 
6-percent set-aside to provide and administer grants to Indian 
tribes, and created an option to provide virtual home visits. 
Pub. L. 117-328 also continued funding for the Temporary 
Assistance for Needy Families program and child and family 
services programs authorized under title IV-B of the Social 
Security Act through the end of Fiscal Year 2023.

                            SOCIAL SECURITY

                         SUMMARY OF ACTIVITIES

    In the 117th Congress, the Senate Committee on Finance 
activities with respect to the Old-Age and Survivors Insurance 
(OASI), the Disability Insurance (DI), and the Supplemental 
Security Income (SSI) programs were limited to oversight of the 
Social Security Administration's (SSA) operations. The 
committee held a hearing about the SSA's service delivery 
during the COVID-19 pandemic and to discuss ways to improve 
service delivery going forward. The Social Security, Pensions, 
and Family Policy Subcommittee held a hearing to examine policy 
options to improve the SSI program.

                         Full Committee Hearing

2021
April 29, 2021--``Social Security During COVID: How the 
    Pandemic Hampered Access to Benefits and Strategies for 
    Improving Service Delivery.'' Testimony was heard from 
    Grace Kim, Deputy Commissioner for Operations, Social 
    Security Administration, Baltimore, MD; Kascadare Causeya, 
    program manager, Central City Concern, Portland, OR; Peggy 
    Murphy, immediate past president, National Council of 
    Social Security Management Associations, Great Falls, MT; 
    and Tara Dawson McGuinness, fellow and senior advisor, New 
    Practice Lab, New America, Washington, DC.

              Subcommittee on Social Security, Pensions, 
                           and Family Policy

2021
September 21, 2021--``Policy Options for Improving SSI.'' 
    Testimony was heard from Elizabeth Curda, Director, 
    Education, Workforce, and Income Security, Government 
    Accountability Office, Washington, DC; Stephen Evangelista, 
    Acting Deputy Commissioner, Retirement and Disability 
    Policy, Social Security Administration, Baltimore, MD; Mia 
    Ives-Rublee, director, Disability Justice Initiative, 
    Center for American Progress, Washington, DC; and Kathleen 
    Romig, senior policy analyst, Center on Budget and Policy 
    Priorities, Washington, DC.

                      OVERSIGHT AND INVESTIGATIONS

                         SUMMARY OF ACTIVITIES

                               Oversight

Investigations

    In August 2021, Chairman Wyden joined with Senator Brown 
and Senator Warren to launch a still ongoing investigation into 
private equity-backed for-profit hospice facilities. Citing 
findings from a 2019 Government Accountability Office study, 
the Senators seek to determine whether for-profit ownership of 
hospice facilities may have led to lower quality care. The 
Senators wrote to for-profit hospice company Kindred at Home 
seeking more information about quality metrics at hospice 
facilities it owned before and after a private equity 
investment in the company.
    In July 2022, Chairman Wyden and Health, Education, Labor, 
and Pensions Committee Chair Murray launched an ongoing 
investigation into allegations of child abuse and neglect at 
the Nation's largest residential treatment facilities. The 
Senators sent letters to the heads of four of the largest 
companies and organizations operating residential treatment 
facilities across the country, Vivant Behavioral Healthcare, 
Universal Health Services, Acadia Healthcare, and Devereux 
Advanced Behavioral Health, to request information on each of 
their facilities and programs.
    In August 2022, Chairman Wyden launched an investigation 
into certain marketing practices for Medicare Advantage (MA) 
and Medicare Part D plans. In response to reports of alleged 
increased fraud and aggressive sales tactics to seniors and 
people with disabilities, the chairman sent letters to 15 State 
insurance regulators asking for information on complaints they 
received from 2019 through 2022 on MA and Part D plan 
marketing. In November 2022, the chairman issued a preliminary 
report that spotlighted deceptive tactics identified by 14 
State agencies. Following the release of the report, Chairman 
Wyden and ten Senate Democratic colleagues wrote to HHS pushing 
for stronger consumer protections for beneficiaries.

Letters

    In March 2021, Chairman Wyden and Ranking Member Crapo, 
joined by Chairman Casey and Ranking Member Scott of the Aging 
Committee, sent a letter to Health and Human Services Secretary 
Xavier Becerra asking the administration to collect and 
publicly report facility-level data on COVID-19 vaccinations at 
nursing homes. In September 2021, following multiple requests 
from Chairman Wyden and Chairman Casey, the Centers for 
Medicare and Medicaid Services began to publish nursing home 
vaccination data on Care Compare.
    In May 2022, Chairman Wyden, joined by Senate Health, 
Education, Labor, and Pensions Committee Chair Patty Murry, 
Special Committee on Aging Chair Casey, and Senator Hassan, 
wrote letters to CVS Caremark, OptumRx, and Express Scripts, 
which represent some of the Nation's largest pharmacy benefits 
managers, to ask for information related to the entities' 
compliance with Affordable Care Act contraception mandates.
    In May 2022, Chairman Wyden and House Energy and Commerce 
Committee Chairman Frank Pallone, Jr. (D-NJ-06) wrote to 
companies contracting with States in order to help determine 
who was eligible for Medicaid and Children's Health Insurance 
Program coverage at the end of the COVID-19 Public Health 
Emergency. The committee chairmen expressed their concern that 
many of the most vulnerable populations could fall through the 
cracks during eligibility redeterminations if States and 
private contractors are not properly prepared.
    In May 2022, Senator Wyden joined fellow democratic 
Senators Warren, Sanders, and Murray to probe certain alleged 
business practices at private equity firm KKR, following 
reports of inadequate care at its intermediate care facilities. 
A letter was sent in response to some reporting which found, 
following KKR's acquisition of BrightSpring Health in 2019, KKR 
allegedly provided substandard care and unsafe living 
conditions in its intermediate care facilities--group homes for 
people with intellectual and developmental disabilities. 
Executives at KKR and BrightSpring are alleged to cash out 
while patient safety and care quality allegedly declines. The 
Senators are seeking answers from KKR about whether its 
business practices put the safety of patients at risk.
    On May 20, 2021, Ranking Members Crapo and Brady, along 
with several Senate Finance Committee and House Ways and Means 
Committee Republicans, sent a letter to Health and Human 
Services Secretary Becerra and Internal Revenue Service 
Commissioner Rettig, to request the administration's plan to 
verify eligibility for the enhanced advance premium tax credits 
enacted under the American Rescue Plan Act. In 2017, the 
Government Accountability Office found these subsidies to be 
susceptible to significant improper payments.
    On October 6, 2021, Ranking Members Crapo and Brady sent a 
letter to Comptroller General Gene Dodaro to request 
information on further program integrity measures that may be 
necessary to reduce advance premium tax credit improper 
payments.
    On September 14, 2022, Ranking Member Crapo, along with 24 
of his Senate Republican colleagues, sent a letter to Health 
and Human Services Secretary Becerra and Centers for Medicare 
and Medicaid Services Administrator Brooks-LaSure to request 
their implementation plan for title I, subtitle B, part 1 
(relating to the Federal Government's negotiation of drug 
prices under Medicare) of the Inflation Reduction Act. The 
letter requests information on engagement with patients, 
providers and manufacturers; the use of certain benchmarks and 
metrics; and the methodology for determining drug prices, among 
other elements of implementation.

                             Tax Oversight

Investigations

    In January 2022, Chairman Wyden launched an investigation 
into the Opportunity Zone program. The chairman sought to 
determine whether the program had effectively delivered job 
creation and economic growth in low-income communities, or 
whether the program merely served as a tax break for 
developers. In his letter, sent to luxury developers in 
Opportunity Zones, Chairman Wyden noted that there were ``no 
safeguards or transparency measures in place to ensure 
taxpayers are not simply subsidizing high-end real estate 
investments by billionaires without demonstrating the benefit 
they are providing to low income-communities they claim to 
help.'' Chairman Wyden is considering additional transparency 
requirements for investors to demonstrate the benefit they are 
providing to low-income communities in order to qualify for 
Opportunity Zone tax breaks. This inquiry is ongoing.
    Throughout 2021 and 2022, Chairman Wyden conducted an 
investigation into certain tax practices of major multinational 
pharmaceutical companies. The purpose of the investigation was 
to determine the means by which large multinational companies 
are able to shift profits overseas as a way to avoid U.S. 
taxes, with pharmaceutical companies chosen as the case study. 
Chairman Wyden wrote inquiry letters to companies such as 
Merck, AbbVie, Abbott Labs, Bristol Myers Squib, and Amgen 
requesting certain operational and tax information.
    In July 2022, Chairman Wyden's staff issued an interim 
report entitled ``Big Pharma Tax Avoidance: Senate Finance 
Committee Investigation Reveals Extent to Which Pharma Giant 
AbbVie Exploits Offshore Subsidiaries to Avoid Paying Taxes on 
U.S. Drug Sales.'' The staff report found that in 2020, AbbVie 
generated 75 percent of its sales in the U.S. based on 
financial statement information, but reported almost all of its 
taxable income in foreign subsidiaries. AbbVie's Humira 
profits, even those generated from sales in the U.S., typically 
face the 10.5-percent minimum tax on foreign earnings, not the 
21-percent U.S. corporate tax rate. As a result of this 
treatment and the R&D tax credit, the report concluded that the 
company was able to post single-digit tax rates. The chairman's 
investigation into the tax practices of the broader 
pharmaceutical industry is ongoing.
    During 2021 and 2022, Chairman Wyden also conducted 
investigations into certain alleged loopholes exploited by 
high-net-worth individuals to evade U.S. taxes, including the 
role that may have been played by offshore banks. In August 
2022, Chairman Wyden's staff released a report entitled ``The 
Shell Bank Loophole: Billionaire tax evasion scheme exposes how 
weak enforcement of the Foreign Account Tax Compliance Act 
[FATCA] enables wealthy tax cheats to hide income offshore.'' 
Senator Wyden's committee staff identified the loophole as part 
of an investigation into the case of a billionaire software 
developer who was indicted in the largest tax evasion case 
against an individual in U.S. history. The report described a 
process that starts by setting up shell companies abroad and 
registering them with the IRS as offshore financial 
institutions. The IRS then issues the entities unique Global 
Intermediary Identification Numbers, or GIINs, which work to 
relieve the banks of a FATCA requirement to investigate whether 
such shell entities are held by Americans. The report asserts 
that there are hundreds of thousands of these shell banks, with 
IRS issued GIINs, in tax havens like the Cayman Islands, 
Bermuda, and the British Virgin Islands and that their 
registrations are almost always approved with virtually no 
scrutiny by IRS personnel. The chairman's investigation into 
the effectiveness of FATCA is ongoing.
    Chairman Wyden is also conducting an ongoing investigation 
into whether Swiss financial institution Credit Suisse violated 
its plea agreement with the U.S. Department of Justice and 
continued to enable wealthy Americans to conceal hundreds of 
millions of dollars offshore, untaxed. In April 2021, Chairman 
Wyden wrote to Credit Suisse and the U.S. Department of 
Justice, asking each of their leaders to explain how the 
lender's banking unit pleaded guilty to enabling tax evasion in 
May 2014, but failed to disclose more than $200 million in 
accounts held by an American businessman.
    In August 2022, Chairman Wyden opened an ongoing 
investigation into the use of private placement life insurance 
as an alleged tax loophole for wealthy Americans to avoid 
paying billions in capital gains and estate taxes. The chairman 
requested information from Blackstone Inc.'s Lombard 
International. Chairman Wyden later expanded his investigation 
to include Prudential, Zurich, and the American Council of Life 
Insurers.

Letters

    Throughout 2021 and 2022, Ranking Member Crapo and Senate 
Republicans on the Finance Committee conducted oversight of the 
IRS and the Treasury Department, including respective agency 
implementation of enacted legislation, the leak of protected 
taxpayer information to ProPublica, the IRS's backlog and 
customer service shortcomings, and its use of and planning with 
respect to tens of billions of dollars in additional taxpayer 
funding provided by COVID-19 legislation and the Inflation 
Reduction Act. Letters included oversight into:
         LThe impact of proposed changes to the Child Tax 
        Credit (CTC) on the administration of the IRS.
         LTreasury's oversight of, and transparency with 
        respect to, the American Rescue Plan Act.
         LOutlining concerns about a provision inserted into 
        the Coronavirus State Fiscal Recovery Fund prior to it 
        being signed by President Biden.
         LUrging PBGC to put into place a public comment 
        process on the implementation of PBGC's Special 
        Financial Assistance program, enacted as part of the 
        American Rescue Plan.
         LEstimates of the annual tax gap.
         LThe amount of fraud in the COVID unemployment 
        insurance programs and also requested timely, targeted 
        investigations to stop COVID unemployment fraud, as 
        well as evidence of how funds appropriated to DOL to 
        investigate fraud were being used.
         LThe involvement of the non-profit group Code for 
        America in the development of the IRS's CTC update 
        portal.
         LReports that the IRS mandated the use of facial 
        recognition technology to access online IRS services.
         LCustomer service challenges present during the 2022 
        tax filing season.
         LThe TIGTA report which identified the IRS's 
        destruction of 30 million paper-filed information 
        returns in March 2021.
    Ranking Member Crapo and Senate Republicans on the Finance 
Committee conducted extensive oversight of the government's 
handling of an apparent breach of confidential taxpayer 
information. Letters included:
         LRequests that the IRS respond to reports that media 
        outlet ProPublica obtained confidential taxpayer 
        information of U.S. citizens.
         LRequests that the Treasury Inspector General for Tax 
        Administration (TIGTA) respond on these reports and 
        provide regular updates on the status of its 
        investigations into the matter.
         LRequests that the Government Accountability Office 
        (GAO) review IRS data security practices, procedures, 
        policies, and methods.
         LA follow-up request that the IRS provide additional 
        information regarding its compliance with its 
        obligations under the Federal Information Security 
        Modernization Act (FISMA).
         LA follow-up request that TIGTA provide additional 
        information and oversight on the use of confidential 
        taxpayer information by the IRS Office of Research, 
        Applied Analytics, and Statistics (RAAS).
         LA follow-up request to the IRS on its steps to 
        enhance the security of taxpayer information.
         LRequests that Treasury provide updates with respect 
        to the months-long investigation into the ProPublica 
        matter, including confirmation that the IRS and 
        Treasury had still not confirmed there was a breach of 
        confidential taxpayer information despite numerous 
        reports that such had occurred.
    Ranking Member Crapo and Senate Republicans on the Finance 
Committee conducted oversight of IRS implementation of its 
nearly $80 billion in additional multiyear funding provided by 
the Inflation Reduction Act. Letters included:
         LRequests that the IRS provide responses with respect 
        to its plans for the additional funding.
         LRequests for information regarding TIGTA's oversight 
        plans with respect to the Inflation Reduction Act 
        funding provided to the IRS.
         LRequests that the GAO undertake additional oversight 
        of Inflation Reduction Act funding for the IRS.
    Throughout 2021 and 2022, Ranking Member Crapo and Senate 
Republicans on the Finance Committee conducted broader 
oversight of legislative changes made by COVID-19 legislation. 
Letters included requests to the GAO:
         LRequesting that GAO fully investigate the scope and 
        severity of fraudulent activity in COVID unemployment 
        insurance programs.
         LRequesting that GAO promptly engage in a review and 
        assessment of the of the Coronavirus State and Local 
        Fiscal Recovery Fund at Treasury because the American 
        Rescue Plan Act lacked any oversight mechanism.
    Throughout 2021 and 2022, Ranking Member Crapo and Senate 
Republicans on the Finance Committee requested information from 
Treasury regarding the ongoing OECD international tax 
negotiations and agreement, including the effect of the 
agreement on U.S. businesses, jobs, and revenue. These requests 
repeatedly highlighted the need for robust consultation and 
transparency from Treasury, and included:
         LA request for information on Treasury's proposed 
        Pillar One approach, data and analysis regarding the 
        amount of profit that would be reallocated from the 
        United States to foreign countries, and the ultimate 
        effect on U.S. businesses, jobs, and revenue.
         LFollow-up requests for detailed information from 
        Treasury regarding the effect of the agreement on U.S. 
        businesses and revenue. While this data and analysis 
        have not been provided to date, Finance Committee 
        Republicans continue to pressure the administration to 
        provide the information necessary to determine the 
        effect of the agreement on U.S. jobs and workers.
         LRepeated highlights of concerns with the Pillar Two 
        model rules agreed to by Treasury, including the 
        harmful effect on U.S. competitiveness resulting from 
        the less favorable treatment granted to U.S. tax 
        credits, like the research and development credit.
         LCriticism of Treasury for the lack of consultation 
        with Congress before agreeing to international tax law 
        changes under Pillar Two that are inconsistent with 
        U.S. law and bilateral tax treaties.

                            Trade Oversight

Investigations

    In March 2021, Chairman Wyden opened an investigation into 
Brazil's Amazon rainforest deforestation problem. He sent a 
request for information to JBS Foods, one of the world's 
largest beef producers, about reports of deforestation of the 
Brazilian rainforest allegedly found in the JBS supply chain. 
The chairman's staff also engaged with JBS's former auditor, 
DNV, regarding JBS's compliance with its sustainability 
pledges. The chairman also contacted several major U.S. grocers 
and restaurant chains to obtain information about how beef 
sourced from illegally deforested land might affect U.S. 
consumers. This investigation is ongoing.
    In October 2022, Chairman Wyden joined House Oversight 
Committee Chair Malone to expand an investigation into Jared 
Kushner and Steven Mnuchin's business dealings in the Middle 
East, in connection to whether each used their official 
government positions to access multi-billion-dollar investments 
from Middle East sovereign wealth funds. This investigation is 
ongoing.

Letters

    On November 24, 2021, Ranking Member Crapo and House Ways 
and Means Committee Ranking Member Brady wrote a letter to 
Ambassador Tai that offered several approaches to achieve 
priorities that could lead to successful outcomes at the 
twelfth ministerial conference (MC12) of the World Trade 
Organization (WTO). The letter also discussed approaches that 
could put the WTO on the wrong path. In particular, the letter 
noted that USTR needed to revitalize the negotiating and 
enforcement functions of the WTO and avoid accepting measures 
that would weaken existing WTO rules, including those relating 
to intellectual property.
    On May 10, 2022 Chairman Wyden and Ranking Member Crapo, 
plus four other bipartisan committee members, wrote to 
Ambassador Katherine Tai, the United States Trade 
Representative (USTR), to request that she take all necessary 
steps to ensure Congress is a full partner in the 
administration's ongoing trade negotiations. The letter 
explained that USTR must provide Congress with timely, 
substantive briefings on trade negotiations and share all U.S. 
negotiating texts before the administration commits the United 
States to a particular negotiating position or outcome. The 
letter also informed her that her office had failed to comply 
with the Transparency Principles and Consultation Guidelines it 
had committed to following, particularly with respect to a 
compromise outcome on the waiver of the World Trade 
Organization (WTO) Agreement on Trade-Related Aspects of 
Intellectual Property Rights (TRIPS agreement)--and that the 
USTR must adhere strictly to them moving forward.
    On January 12, 2022, Chairman Wyden and Ranking Member 
Crapo wrote a letter to Ambassador Tai on enforcement of the 
United States-Mexico-Canada Agreement (USMCA). The bipartisan 
letter emphasized that the administration must be prepared to 
go beyond negotiation and use all of its tools to enforce the 
USMCA to ensure the agreement lived up to its promise. The 
letter highlighted a number of issues that USTR should 
prioritize for enforcement, including in such areas as 
agriculture, labor, digital trade, services, environment, 
energy, telecommunications, and pharmaceuticals.
    On December 1, 2022, Chairman Wyden and Ranking Member 
Crapo, along with 19 other bipartisan members, wrote a letter 
to President Biden which explained that potential agreements 
like the proposed Indo-Pacific Economic Framework needed to 
have congressional approval. Moreover, the members advised with 
respect to such agreements, the administration needs to 
strengthen consultation with Congress, heighten transparency 
with the public, and work with Congress on an appropriate 
approval, submission, and implementation mechanism.

                        Full Committee Hearings

2021
March 17, 2021--``A National Tragedy: COVID-19 in the Nation's 
    Nursing Homes.'' The hearing examined the impact of COVID-
    19 on America's nursing homes, including residents, staff, 
    and their families. It also examined the disproportionate 
    impact of COVID-19 on communities of color living and 
    working in nursing homes. Testimony was heard from Adelina 
    Ramos, Certified Nursing Assistant, SEIU District 1199 New 
    England, Greenville, RI; Denise Bottcher, State director, 
    AARP Louisiana, Baton Rouge, LA; Quiteka Moten, MPH, CDP, 
    State Long-Term Care Ombudsman, Commission on Aging and 
    Disability, State of Tennessee, Nashville, TN; R. Tamara 
    Konetzka, Ph.D., Louis Block professor, Department of 
    Public Health Sciences, Biological Sciences Division, 
    University of Chicago, Chicago, IL; John E. Dicken, 
    Director, Health Care, Government Accountability Office, 
    Washington, DC; and David Gifford, M.D., MPH, chief medical 
    officer, American Health Care Association/National Center 
    for Assisted Living, Washington, DC.
2022
August 3, 2022--``A System in Need of Repair: Addressing 
    Organizational Failures of the U.S.'s Organ Procurement and 
    Transplantation Network.'' Testimony was heard from Brian 
    Shepard, chief executive officer, United Network for Organ 
    Sharing (UNOS), Richmond, VA; Diane Brockmeier, R.N., BSN, 
    MHA, president and CEO, Mid-America Transplant, St. Louis, 
    MO; Barry S. Friedman, R.N., BSN, executive director, 
    AdventHealth Transplant Institute, Orlando, FL; Calvin 
    Henry, Region 3 Patient Affairs Committee (PAC) 
    representative, Organ Procurement and Transplantation 
    Network (OPTN), Dacula, GA; and Jayme E. Locke, M.D., MPH, 
    director, Division of Transplantation Surgery, Heersink 
    School of Medicine, University of Alabama at Birmingham, 
    Birmingham, AL.

    The hearing came after more than 2 years of investigation 
into the Organ Procurement and Transplantation Network's (OPTN) 
operations in the United States. The investigation initially 
began when Senator Grassley was chairman of the committee and 
Senator Wyden was ranking member, and continued into the 117th 
Congress. The hearing issues included an examination of how 
health and safety violations at U.S. Organ Procurement 
Organizations (OPOs) are managed by the OPTN contractor, UNOS, 
as well as an assessment of the safety and security of the 
OPTN's underlying technology. During the hearing, committee 
members asserted, throughout their questions and comments, that 
deficiencies at UNOS and OPOs were allegedly causing needless 
deaths and patient harm.

                              Nominations

Daniel I. Werfel, of the District of Columbia, to be 
        Commissioner of Internal Revenue for the term expiring 
        November 12, 2027, vice Charles P. Rettig, term 
        expired.
  November 14, 2022: Received in the Senate and referred to the 
            Committee on Finance.
  January 3, 2023: Returned to the President under the 
            provisions of Senate Rule XXXI, paragraph 6 of the 
            Standing Rules of the Senate.
Douglas J. McKalip, of the District of Columbia, to be Chief 
        Agricultural Negotiator, Office of the United States 
        Trade Representative, with the rank of Ambassador, vice 
        Gregory Doud.
  June 8, 2022: Received in the Senate and referred to the 
            Committee on Finance.
  July 28, 2022: Committee on Finance. Hearings held.
  September 7, 2022: Committee on Finance. Ordered to be 
            reported favorably.
  September 7, 2022: Reported by Senator Wyden, Committee on 
            Finance, without printed report.
  September 7, 2022: Placed on Senate Executive Calendar. 
            Calendar No. 1136. Subject to nominee's commitment 
            to respond to requests to appear and testify before 
            any duly constituted committee of the Senate.
  December 22, 2022: Confirmed by the Senate by voice vote.
Richard K. Delmar, of Virginia, to be Inspector General, 
        Department of the Treasury, vice Eric M. Thorson.
  June 7, 2022: Received in the Senate and referred 
            sequentially to the Committee on Finance; when 
            reported by the Committee on Finance, pursuant to 
            an order of January 7, 2009, to be sequentially 
            referred to the Committee on Homeland Security and 
            Governmental Affairs for 20 calendar days.
  January 3, 2023: Returned to the President under the 
            provisions of Senate Rule XXXI, paragraph 6 of the 
            Standing Rules of the Senate.
Andrew G. Biggs, of Oregon, to be a member of the Social 
        Security Advisory Board for a term expiring September 
        30, 2024, vice Lanhee J. Chen, term expired.
  May 17, 2022: Received in the Senate.
  May 17, 2022: Placed on Senate Executive Calendar in the 
            Privileged Nominations section with nominee 
            information requested by the Committee on Finance, 
            pursuant to S. Res. 116, 112th Congress.
  January 3, 2023: Returned to the President under the 
            provisions of Senate Rule XXXI, paragraph 6 of the 
            Standing Rules of the Senate.
Rebecca Lee Haffajee, of Massachusetts, to be an Assistant 
        Secretary of Health and Human Services, vice Richard G. 
        Frank.
  May 9, 2022: Received in the Senate and referred to the 
            Committee on Finance.
  July 12, 2022: Committee on Finance. Hearings held.
  July 28, 2022: Committee on Finance. Failed to report 
            favorably.
  January 3, 2023: Returned to the President under the 
            provisions of Senate Rule XXXI, paragraph 6 of the 
            Standing Rules of the Senate.
Sharon Beth Lewis, of Oregon, to be a member of the Social 
        Security Advisory Board for a term expiring September 
        30, 2022, vice Alan L. Cohen, term expired.
  April 7, 2022: Received in the Senate.
  April 7, 2022: Placed on Senate Executive Calendar in the 
            Privileged Nominations section with nominee 
            information requested by the Committee on Finance, 
            pursuant to S. Res. 116, 112th Congress.
  January 3, 2023: Returned to the President under the 
            provisions of Senate Rule XXXI, paragraph 6 of the 
            Standing Rules of the Senate.
Sharon Beth Lewis, of Oregon, to be a member of the Social 
        Security Advisory Board for a term expiring September 
        30, 2028 (reappointment).
  April 7, 2022: Received in the Senate.
  April 7, 2022: Placed on Senate Executive Calendar in the 
            Privileged Nominations section with nominee 
            information requested by the Committee on Finance, 
            pursuant to S. Res. 116, 112th Congress.
  January 3, 2023: Returned to the President under the 
            provisions of Senate Rule XXXI, paragraph 6 of the 
            Standing Rules of the Senate.
Patricia Hart Neuman, of the District of Columbia, to be a 
        member of the Board of Trustees of the Federal Hospital 
        Insurance Trust Fund for a term of 4 years, vice Robert 
        D. Reischauer, term expired.
  April 7, 2022: Received in the Senate.
  April 7, 2022: Placed on Senate Executive Calendar in the 
            Privileged Nominations section with nominee 
            information requested by the Committee on Finance, 
            pursuant to S. Res. 116, 112th Congress.
  January 3, 2023: Returned to the President under the 
            provisions of Senate Rule XXXI, paragraph 6 of the 
            Standing Rules of the Senate.
Patricia Hart Neuman, of the District of Columbia, to be a 
        member of the Board of Trustees of the Federal 
        Supplementary Medical Insurance Trust Fund for a term 
        of 4 years, vice Robert D. Reischauer, term expired.
  April 7, 2022: Received in the Senate.
  April 7, 2022: Placed on Senate Executive Calendar in the 
            Privileged Nominations section with nominee 
            information requested by the Committee on Finance, 
            pursuant to S. Res. 116, 112th Congress.
  January 3, 2023: Returned to the President under the 
            provisions of Senate Rule XXXI, paragraph 6 of the 
            Standing Rules of the Senate.
Patricia Hart Neuman, of the District of Columbia, to be a 
        member of the Board of Trustees of the Federal Old-Age 
        and Survivors Insurance Trust Fund and the Federal 
        Disability Insurance Trust Fund for a term of 4 years, 
        vice Robert D. Reischauer, term expired.
  April 7, 2022: Received in the Senate.
  April 7, 2022: Placed on Senate Executive Calendar in the 
            Privileged Nominations section with nominee 
            information requested by the Committee on Finance, 
            pursuant to S. Res. 116, 112th Congress.
  January 3, 2023: Returned to the President under the 
            provisions of Senate Rule XXXI, paragraph 6 of the 
            Standing Rules of the Senate.
Jay Curtis Shambaugh, of Maryland, to be an Under Secretary of 
        the Treasury, vice Brent James McIntosh.
  March 7, 2022: Received in the Senate and referred to the 
            Committee on Finance.
  July 12, 2022: Committee on Finance. Hearings held.
  July 28, 2022: Committee on Finance. Ordered to be reported 
            favorably.
  July 28, 2022: Reported by Senator Wyden, Committee on 
            Finance, without printed report.
  July 28, 2022: Placed on Senate Executive Calendar. Calendar 
            No. 1103. Subject to nominee's commitment to 
            respond to requests to appear and testify before 
            any duly constituted committee of the Senate.
  December 7, 2022: By unanimous consent agreement, debate and 
            vote to be determined.
  December 12, 2022: By unanimous consent agreement, debate and 
            vote December 13, 2022.
  December 13, 2022: Considered by Senate.
  December 13, 2022: Confirmed by the Senate by Yea-Nay vote, 
            70-27. Record vote number: 389.
January Contreras, of Arizona, to be Assistant Secretary for 
        Family Support, Department of Health and Human 
        Services, vice Lynn A. Johnson.
  January 7, 2022: Received in the Senate and referred to the 
            Committee on Finance.
  February 9, 2022: Committee on Finance. Hearings held.
  March 2, 2022: Committee on Finance. Ordered to be reported 
            favorably.
  March 2, 2022: Reported by Senator Wyden, Committee on 
            Finance, without printed report.
  March 2, 2022: Placed on Senate Executive Calendar. Calendar 
            No. 764. Subject to nominee's commitment to respond 
            to requests to appear and testify before any duly 
            constituted committee of the Senate.
  March 28, 2022: Motion to proceed to executive session to 
            consideration of nomination agreed to in Senate by 
            voice vote.
  March 28, 2022: Cloture motion presented in Senate.
  March 28, 2022: By unanimous consent agreement, mandatory 
            quorum required under Rule XXII waived.
  March 30, 2022: Cloture invoked in Senate by Yea-Nay vote, 
            54-45. Record vote number: 118.
  March 30, 2022: Considered by Senate.
  March 30, 2022: Confirmed by the Senate by Yea-Nay vote, 54-
            44. Record vote number: 119.
Rebecca E. Jones Gaston, of Oregon, to be Commissioner on 
        Children, Youth, and Families, Department of Health and 
        Human Services, vice Elizabeth Darling.
  January 7, 2022: Received in the Senate.
  January 7, 2022: Placed on Senate Executive Calendar in the 
            Privileged Nominations section with nominee 
            information requested by the Committee on Finance, 
            pursuant to S. Res. 116, 112th Congress.
  February 9, 2022: Committee on Finance. Hearings held.
  March 1, 2022: Referred to the Committee on Finance as 
            requested by Senator Wyden.
  March 2, 2022: Committee on Finance. Ordered to be reported 
            favorably.
  March 2, 2022: Reported by Senator Wyden, Committee on 
            Finance, without printed report.
  March 2, 2022: Placed on Senate Executive Calendar. Calendar 
            No. 763. Subject to nominee's commitment to respond 
            to requests to appear and testify before any duly 
            constituted committee of the Senate.
  December 22, 2022: Considered by Senate.
  December 22, 2022: Confirmed by the Senate by voice vote.
Robert Otto Burciaga Valdez, of New Mexico, to be an Assistant 
        Secretary of Health and Human Services, vice Richard G. 
        Frank.
  October 28, 2021: Received in the Senate and referred to the 
            Committee on Finance.
  January 7, 2022: Received message of withdrawal of nomination 
            from the President.
Elaine Trevino, of California, to be Chief Agricultural 
        Negotiator, Office of the United States Trade 
        Representative, with the rank of Ambassador, vice 
        Gregory Doud.
  October 7, 2021: Received in the Senate and referred to the 
            Committee on Finance.
  March 21, 2022: Received message of withdrawal of nomination 
            from the President.
Robert Michael Gordon, of the District of Columbia, to be an 
        Assistant Secretary of Health and Human Services, vice 
        Ellen Gloninger Murray.
  September 20, 2021: Received in the Senate and referred to 
            the Committee on Finance.
  February 9, 2022: Committee on Finance. Hearings held.
  March 2, 2022: Committee on Finance. Ordered to be reported 
            favorably.
  March 2, 2022: Reported by Senator Wyden, Committee on 
            Finance, without printed report.
  March 2, 2022: Placed on Senate Executive Calendar. Calendar 
            No. 762. Subject to nominee's commitment to respond 
            to requests to appear and testify before any duly 
            constituted committee of the Senate.
  September 29, 2022: Considered by Senate.
  September 29, 2022: Confirmed by the Senate by voice vote.
Marisa Louise Lago, of New York, to be Under Secretary of 
        Commerce for International Trade, vice Gilbert B. 
        Kaplan.
  September 20, 2021: Received in the Senate and referred to 
            the Committee on Finance.
  November 16, 2021: Committee on Finance. Hearings held.
  December 8, 2021: Committee on Finance. Ordered to be 
            reported favorably.
  December 8, 2021: Reported by Senator Wyden, Committee on 
            Finance, without printed report.
  December 8, 2021: Placed on Senate Executive Calendar. 
            Calendar No. 596. Subject to nominee's commitment 
            to respond to requests to appear and testify before 
            any duly constituted committee of the Senate.
  December 16, 2021: Confirmed by the Senate by voice vote.
Christopher S. Wilson, of the District of Columbia, to be Chief 
        Innovation and Intellectual Property Negotiator, Office 
        of the United States Trade Representative, with the 
        rank of Ambassador (new position).
  September 13, 2021: Received in the Senate and referred to 
            the Committee on Finance.
  October 26, 2021: Committee on Finance. Hearings held.
  November 17, 2021: Committee on Finance. Ordered to be 
            reported favorably.
  November 17, 2021: Reported by Senator Wyden, Committee on 
            Finance, without printed report.
  November 17, 2021: Placed on Senate Executive Calendar. 
            Calendar No. 548. Subject to nominee's commitment 
            to respond to requests to appear and testify before 
            any duly constituted committee of the Senate.
  January 3, 2023: Returned to the President under the 
            provisions of Senate Rule XXXI, paragraph 6 of the 
            Standing Rules of the Senate.
Maria L. Pagan, of Puerto Rico, to be a Deputy United States 
        Trade Representative (Geneva Office), with the rank of 
        Ambassador, vice Dennis Shea.
  September 13, 2021: Received in the Senate and referred to 
            the Committee on Finance.
  October 26, 2021: Committee on Finance. Hearings held.
  November 17, 2021: Committee on Finance. Ordered to be 
            reported favorably.
  November 17, 2021: Reported by Senator Wyden, Committee on 
            Finance, without printed report.
  November 17, 2021: Placed on Senate Executive Calendar. 
            Calendar No. 547. Subject to nominee's commitment 
            to respond to requests to appear and testify before 
            any duly constituted committee of the Senate.
  March 3, 2022: Motion to proceed to executive session to 
            consideration of nomination agreed to in Senate by 
            voice vote.
  March 3, 2022: Cloture motion presented in Senate.
  March 3, 2022: By unanimous consent agreement, mandatory 
            quorum required under Rule XXII waived.
  March 8, 2022: By unanimous consent agreement, debate and 
            vote March 8, 2022.
  March 8, 2022: Cloture invoked in Senate by Yea-Nay vote, 78-
            19. Record vote number: 72.
  March 8, 2022: Considered by Senate.
  March 8, 2022: By unanimous consent agreement, vote to be 
            determined.
  March 10, 2022: By unanimous consent agreement, vote March 
            10, 2022.
  March 10, 2022: Considered by Senate.
  March 10, 2022: Confirmed by the Senate by Yea-Nay vote, 80-
            19. Record vote number: 74.
Joshua Frost, of New York, to be an Assistant Secretary of the 
        Treasury, vice Matthew S. Rutherford.
  September 13, 2021: Received in the Senate and referred to 
            the Committee on Finance.
  October 26, 2021: Committee on Finance. Hearings held.
  November 17, 2021: Committee on Finance. Ordered to be 
            reported favorably.
  November 17, 2021: Reported by Senator Wyden, Committee on 
            Finance, without printed report.
  November 17, 2021: Placed on Senate Executive Calendar. 
            Calendar No. 546. Subject to nominee's commitment 
            to respond to requests to appear and testify before 
            any duly constituted committee of the Senate.
  April 28, 2022: Motion to proceed to executive session to 
            consideration of nomination agreed to in Senate by 
            voice vote.
  April 28, 2022: Cloture motion presented in Senate.
  April 28, 2022: By unanimous consent agreement, mandatory 
            quorum required under Rule XXII waived.
  April 28, 2022: By unanimous consent agreement, debate May 2, 
            2022.
  May 2, 2022: Considered by Senate.
  May 2, 2022: Cloture invoked in Senate by Yea-Nay vote, 54-
            36. Record vote number: 143.
  May 2, 2022: By unanimous consent agreement, debate and vote 
            May 3, 2022.
  May 3, 2022: Considered by Senate.
  May 3, 2022: Confirmed by the Senate by Yea-Nay vote, 54-42. 
            Record vote number: 144.
Samuel R. Bagenstos, of Michigan, to be General Counsel of the 
        Department of Health and Human Services, vice Robert 
        Charrow.
  August 10, 2021: Received in the Senate and referred to the 
            Committee on Finance.
  October 26, 2021: Committee on Finance. Hearings held.
  November 17, 2021: Committee on Finance. Failed to report 
            favorably.
  February 8, 2022: Motion to discharge Senate Committee on 
            Finance. Made by the Majority Leader pursuant to S. 
            Res. 27 of the 117th Congress.
  February 8, 2022: By unanimous consent agreement, vote on the 
            motion to discharge to be determined.
  February 9, 2022: By unanimous consent agreement, vote on the 
            motion to discharge February 9, 2022.
  February 9, 2022: Senate Committee on Finance discharged by 
            Yea-Nay vote, 48-47. Record vote number: 51. 
            Pursuant to S. Res. 27 of the 117th Congress, 
            placed on the Executive Calendar.
  February 9, 2022: Placed on Senate Executive Calendar. 
            Calendar No. 728.
  May 18, 2022: Motion to proceed to executive session to 
            consideration of nomination agreed to in Senate by 
            voice vote.
  May 18, 2022: Cloture motion presented in Senate.
  May 18, 2022: By unanimous consent agreement, mandatory 
            quorum required under Rule XXII waived.
  May 24, 2022: By unanimous consent agreement, vote.
  May 25, 2022: Cloture motion withdrawn by unanimous consent 
            in Senate.
  May 25, 2022: By unanimous consent agreement, vote to be 
            determined.
  June 8, 2022: By unanimous consent agreement, debate and vote 
            June 9, 2022.
  June 9, 2022: Considered by Senate.
  June 9, 2022: Confirmed by the Senate by Yea-Nay vote, 49-43. 
            Record vote number: 224.
Brent Neiman, of Illinois, to be a Deputy Under Secretary of 
        the Treasury, vice Ramin Toloui.
  August 10, 2021: Received in the Senate and referred to the 
            Committee on Finance.
  October 26, 2021: Committee on Finance. Hearings held.
  November 17, 2021: Committee on Finance. Ordered to be 
            reported favorably.
  November 17, 2021: Reported by Senator Wyden, Committee on 
            Finance, without printed report.
  November 17, 2021: Placed on Senate Executive Calendar. 
            Calendar No. 545. Subject to nominee's commitment 
            to respond to requests to appear and testify before 
            any duly constituted committee of the Senate.
  January 3, 2023: Returned to the President under the 
            provisions of Senate Rule XXXI, paragraph 6 of the 
            Standing Rules of the Senate.
Lisa W. Wang, of the District of Columbia, to be an Assistant 
        Secretary of Commerce, vice Jeffrey Kessler.
  August 9, 2021: Received in the Senate and referred to the 
            Committee on Finance.
  November 16, 2021: Committee on Finance. Hearings held.
  December 8, 2021: Committee on Finance. Ordered to be 
            reported favorably.
  December 8, 2021: Reported by Senator Wyden, Committee on 
            Finance, without printed report.
  December 8, 2021: Placed on Senate Executive Calendar. 
            Calendar No. 595. Subject to nominee's commitment 
            to respond to requests to appear and testify before 
            any duly constituted committee of the Senate.
  December 16, 2021: Confirmed by the Senate by voice vote.
Christi A. Grimm, of Colorado, to be Inspector General, 
        Department of Health and Human Services, vice Daniel R. 
        Levinson, resigned.
  June 24, 2021: Received in the Senate and referred 
            sequentially to the Committee on Finance; when 
            reported from the Committee on Finance, pursuant to 
            an order of January 7, 2009, to be sequentially 
            referred to the Committee on Homeland Security and 
            Governmental Affairs for 20 calendar days.
  September 22, 2021: Committee on Finance. Hearings held.
  November 17, 2021: Committee on Finance. Ordered to be 
            reported favorably.
  November 17, 2021: Reported by Senator Wyden, Committee on 
            Finance, without printed report.
  November 17, 2021: Referred sequentially to the Committee on 
            Homeland Security and Governmental Affairs for 20 
            calendar days under authority of the order of the 
            Senate of January 7, 2009.
  December 9, 2021: Senate Committee on Homeland Security and 
            Governmental Affairs discharged under the authority 
            of the order of the Senate of January 7, 2009.
  December 9, 2021: Placed on Senate Executive Calendar. 
            Calendar No. 605. Subject to nominee's commitment 
            to respond to requests to appear and testify before 
            any duly constituted committee of the Senate.
  February 17, 2022: Considered by Senate.
  February 17, 2022: Confirmed by the Senate by voice vote.
Jayme Ray White, of Washington, to be a Deputy United States 
        Trade Representative (Western Hemisphere, Europe, the 
        Middle East, Labor, and Environment), with the rank of 
        Ambassador, vice Michael N. Nemelka.
  June 9, 2021: Received in the Senate and referred to the 
            Committee on Finance.
  June 24, 2021: Committee on Finance. Hearings held.
  July 13, 2021: Committee on Finance. Ordered to be reported 
            favorably.
  July 13, 2021: Reported by Senator Wyden, Committee on 
            Finance, without printed report.
  July 13, 2021: Placed on Senate Executive Calendar. Calendar 
            No. 245. Subject to nominee's commitment to respond 
            to requests to appear and testify before any duly 
            constituted committee of the Senate.
  September 20, 2021: Motion to proceed to executive session to 
            consideration of nomination agreed to in Senate by 
            voice vote.
  September 20, 2021: Cloture motion presented in Senate.
  September 20, 2021: By unanimous consent agreement, mandatory 
            quorum required under Rule XXII waived.
  September 21, 2021: By unanimous consent agreement, debate 
            and vote September 22, 2021.
  September 22, 2021: Cloture invoked in Senate by Yea-Nay 
            vote, 78-20. Record vote number: 371.
  September 22, 2021: Considered by Senate.
  September 22, 2021: By unanimous consent agreement, vote 
            September 22, 2021.
  September 22, 2021: Confirmed by the Senate by Yea-Nay vote, 
            80-18. Record vote number: 373.
Neil Harvey MacBride, of Virginia, to be General Counsel for 
        the Department of the Treasury, vice Brian Callanan.
  June 8, 2021: Received in the Senate and referred to the 
            Committee on Finance.
  September 22, 2021: Committee on Finance. Hearings held.
  December 16, 2021: Committee on Finance. Ordered to be 
            reported favorably.
  December 16, 2021: Reported by Senator Wyden, Committee on 
            Finance, without printed report.
  December 16, 2021: Placed on Senate Executive Calendar. 
            Calendar No. 636. Subject to nominee's commitment 
            to respond to requests to appear and testify before 
            any duly constituted committee of the Senate.
  February 3, 2022: By unanimous consent agreement, vote to be 
            determined.
  February 9, 2022: Considered by Senate.
  February 9, 2022: By unanimous consent agreement, vote 
            February 9, 2022.
  February 9, 2022: Confirmed by the Senate by Yea-Nay vote, 
            61-33. Record vote number: 50.
Sarah Bianchi, of Virginia, to be Deputy United States Trade 
        Representative (Asia, Africa, Investment, Services, 
        Textiles, and Industrial Competitiveness), with the 
        rank of Ambassador, vice Jeffrey Gerrish.
  May 27, 2021: Received in the Senate and referred to the 
            Committee on Finance.
  June 24, 2021: Committee on Finance. Hearings held.
  July 13, 2021: Committee on Finance. Ordered to be reported 
            favorably.
  July 13, 2021: Reported by Senator Wyden, Committee on 
            Finance, without printed report.
  July 13, 2021: Placed on Senate Executive Calendar. Calendar 
            No. 244. Subject to nominee's commitment to respond 
            to requests to appear and testify before any duly 
            constituted committee of the Senate.
  September 21, 2021: Motion to proceed to executive session to 
            consideration of nomination agreed to in Senate by 
            voice vote.
  September 21, 2021: Cloture motion presented in Senate.
  September 21, 2021: By unanimous consent agreement, mandatory 
            quorum required under Rule XXII waived.
  September 23, 2021: Considered by Senate.
  September 23, 2021: Cloture invoked in Senate by Yea-Nay 
            vote, 85-13. Record vote number: 376.
  September 23, 2021: Confirmed by the Senate by Yea-Nay vote, 
            85-11. Record vote number: 377.
Chris Magnus, of Arizona, to be Commissioner of U.S. Customs 
        and Border Protection, Department of Homeland Security, 
        vice Kevin K. McAleenan, resigned.
  May 12, 2021: Received in the Senate and referred to the 
            Committee on Finance.
  October 19, 2021: Committee on Finance. Hearings held.
  November 3, 2021: Committee on Finance. Ordered to be 
            reported favorably.
  November 3, 2021: Reported by Senator Wyden, Committee on 
            Finance, without printed report.
  November 3, 2021: Placed on Senate Executive Calendar. 
            Calendar No. 513. Subject to nominee's commitment 
            to respond to requests to appear and testify before 
            any duly constituted committee of the Senate.
  December 2, 2021: Motion to proceed to executive session to 
            consideration of nomination agreed to in Senate by 
            voice vote.
  December 2, 2021: Cloture motion presented in Senate.
  December 2, 2021: By unanimous consent agreement, mandatory 
            quorum required under Rule XXII waived.
  December 6, 2021: By unanimous consent agreement, debate 
            December 7, 2021.
  December 7, 2021: Cloture invoked in Senate by Yea-Nay vote, 
            52-47. Record vote number: 482.
  December 7, 2021: Considered by Senate.
  December 7, 2021: Confirmed by the Senate by Yea-Nay vote, 
            50-47. Record vote number: 483.
Melanie Anne Egorin, of the District of Columbia, to be an 
        Assistant Secretary of Health and Human Services, vice 
        Sarah C. Arbes.
  April 27, 2021: Received in the Senate.
  April 27, 2021: Placed on Senate Executive Calendar in the 
            Privileged Nominations section with nominee 
            information requested by the Committee on Finance, 
            pursuant to S. Res. 116, 112th Congress.
  June 24, 2021 Committee on Finance. Hearings held.
  July 12, 2021: Referred to the Committee on Finance as 
            requested by Senator Wyden.
  July 13, 2021: Committee on Finance. Ordered to be reported 
            favorably.
  July 13, 2021: Reported by Senator Wyden, Committee on 
            Finance, without printed report.
  July 13, 2021: Placed on Senate Executive Calendar. Calendar 
            No. 243. Subject to nominee's commitment to respond 
            to requests to appear and testify before any duly 
            constituted committee of the Senate.
  September 30, 2021: Considered by Senate.
  September 30, 2021: Confirmed by the Senate by voice vote.
J. Nellie Liang, of Maryland, to be an Under Secretary of the 
        Treasury, vice Mary John Miller, resigned.
  April 22, 2021: Received in the Senate and referred to the 
            Committee on Finance.
  May 25, 2021: Committee on Finance. Hearings held. Hearings 
            printed: S. Hrg. 117-582.
  June 10, 2021: Committee on Finance. Ordered to be reported 
            favorably.
  June 10, 2021: Reported by Senator Wyden, Committee on 
            Finance, without printed report.
  June 10, 2021: Placed on Senate Executive Calendar. Calendar 
            No. 171. Subject to nominee's commitment to respond 
            to requests to appear and testify before any duly 
            constituted committee of the Senate.
  July 12, 2021: Motion to proceed to executive session to 
            consideration of nomination agreed to in Senate by 
            voice vote.
  July 12, 2021: Cloture motion presented in Senate.
  July 12, 2021: By unanimous consent agreement, mandatory 
            quorum required under Rule XXII waived.
  July 14, 2021: By unanimous consent agreement, debate and 
            vote July 14, 2021.
  July 14, 2021: Cloture invoked in Senate by Yea-Nay vote, 72-
            27. Record vote number: 262.
  July 14, 2021: By unanimous consent agreement, debate July 
            15, 2021.
  July 15, 2021: Considered by Senate.
  July 15, 2021: Confirmed by the Senate by Yea-Nay vote, 72-
            27. Record vote number: 264.
Benjamin Harris, of Virginia, to be an Assistant Secretary of 
        the Treasury, vice Michael Faulkender.
  April 22, 2021: Received in the Senate and referred to the 
            Committee on Finance.
  May 25, 2021: Committee on Finance. Hearings held. Hearings 
            printed: S. Hrg. 117-582.
  June 10, 2021: Committee on Finance. Ordered to be reported 
            favorably.
  June 10, 2021: Reported by Senator Wyden, Committee on 
            Finance, without printed report.
  June 10, 2021: Placed on Senate Executive Calendar. Calendar 
            No. 170. Subject to nominee's commitment to respond 
            to requests to appear and testify before any duly 
            constituted committee of the Senate.
  October 28, 2021: Motion to proceed to executive session to 
            consideration of nomination agreed to in Senate by 
            voice vote.
  October 28, 2021: Cloture motion presented in Senate.
  October 28, 2021: By unanimous consent agreement, mandatory 
            quorum required under Rule XXII waived.
  November 1, 2021: By unanimous consent agreement, vote 
            November 2, 2021.
  November 2, 2021: Cloture invoked in Senate by Yea-Nay vote, 
            79-20. Record vote number: 452.
  November 2, 2021: Considered by Senate.
  November 2, 2021: By unanimous consent agreement, vote 
            November 3, 2021.
  November 3, 2021: Considered by Senate.
  November 3, 2021: Confirmed by the Senate by Yea-Nay vote, 
            78-21. Record vote number: 457.
Lily Lawrence Batchelder, of Massachusetts, to be an Assistant 
        Secretary of the Treasury, vice David J. Kautter.
  April 15, 2021: Received in the Senate and referred to the 
            Committee on Finance.
  May 25, 2021: Committee on Finance. Hearings held. Hearings 
            printed: S. Hrg. 117-582.
  June 10, 2021: Committee on Finance. Ordered to be reported 
            favorably.
  June 10, 2021: Reported by Senator Wyden, Committee on 
            Finance, without printed report.
  June 10, 2021: Placed on Senate Executive Calendar. Calendar 
            No. 169. Subject to nominee's commitment to respond 
            to requests to appear and testify before any duly 
            constituted committee of the Senate.
  September 20, 2021: Motion to proceed to executive session to 
            consideration of nomination agreed to in Senate by 
            voice vote.
  September 20, 2021: Cloture motion presented in Senate.
  September 20, 2021: By unanimous consent agreement, mandatory 
            quorum required under Rule XXII waived.
  September 21, 2021: By unanimous consent agreement, debate 
            and vote September 22, 2021.
  September 22, 2021: Cloture invoked in Senate by Yea-Nay 
            vote, 63-35. Record vote number: 370.
  September 22, 2021: Considered by Senate.
  September 22, 2021: Confirmed by the Senate by Yea-Nay vote, 
            64-34. Record vote number: 372.
Jonathan Davidson, of Maryland, to be Deputy Under Secretary of 
        the Treasury, vice Brian McGuire.
  April 15, 2021: Received in the Senate.
  April 15, 2021: Placed on Senate Executive Calendar in the 
            Privileged Nominations section with nominee 
            information requested by the Committee on Finance, 
            pursuant to S. Res. 116, 112th Congress.
  May 25, 2021: Committee on Finance. Hearings held. Hearings 
            printed: S. Hrg. 117-582.
  June 7, 2021: Referred to the Committee on Finance as 
            requested by Senator Wyden.
  June 10, 2021: Committee on Finance. Ordered to be reported 
            favorably.
  June 10, 2021: Reported by Senator Wyden, Committee on 
            Finance, without printed report.
  June 10, 2021: Placed on Senate Executive Calendar. Calendar 
            No. 168. Subject to nominee's commitment to respond 
            to requests to appear and testify before any duly 
            constituted committee of the Senate.
  October 28, 2021: Motion to proceed to executive session to 
            consideration of nomination agreed to in Senate by 
            voice vote.
  October 28, 2021: Cloture motion presented in Senate.
  October 28, 2021: By unanimous consent agreement, mandatory 
            quorum required under Rule XXII waived.
  November 1, 2021: Considered by Senate.
  November 1, 2021: By unanimous consent agreement, debate and 
            vote November 2, 2021.
  November 2, 2021: Considered by Senate.
  November 2, 2021: Cloture invoked in Senate by Yea-Nay vote, 
            88-11. Record vote number: 451.
  November 2, 2021: Confirmed by the Senate by Yea-Nay vote, 
            88-10. Record vote number: 456.
Andrea Joan Palm, of Wisconsin, to be Deputy Secretary of 
        Health and Human Services, vice Eric D. Hargan.
  February 22, 2021: Received in the Senate and referred to the 
            Committee on Finance.
  April 15, 2021: Committee on Finance. Hearings held. Hearings 
            printed: S. Hrg. 117-341.
  April 22, 2021: Committee on Finance. Ordered to be reported 
            favorably.
  April 22, 2021: Reported by Senator Wyden, Committee on 
            Finance, without printed report.
  April 22, 2021: Placed on Senate Executive Calendar. Calendar 
            No. 69. Subject to nominee's commitment to respond 
            to requests to appear and testify before any duly 
            constituted committee of the Senate.
  April 29, 2021: Motion to proceed to executive session to 
            consideration of nomination agreed to in Senate by 
            voice vote.
  April 29, 2021: Cloture motion presented in Senate.
  April 29, 2021: By unanimous consent agreement, mandatory 
            quorum required under Rule XXII waived.
  April 29, 2021: By unanimous consent agreement, debate and 
            vote May 10, 2021.
  May 10, 2021: Considered by Senate.
  May 10, 2021: Cloture invoked in Senate by Yea-Nay vote, 62-
            35. Record vote number: 179.
  May 10, 2021: By unanimous consent agreement, debate May 11, 
            2021.
  May 11, 2021: Considered by Senate.
  May 11, 2021: Confirmed by the Senate by Yea-Nay vote, 61-37. 
            Record vote number: 180.
Chiquita Brooks-LaSure, of Virginia, to be Administrator of the 
        Centers for Medicare and Medicaid Services, vice Seema 
        Verma.
  February 22, 2021: Received in the Senate and referred to the 
            Committee on Finance.
  April 15, 2021: Committee on Finance. Hearings held. Hearings 
            printed: S. Hrg. 117-341.
  April 22, 2021: Committee on Finance. Failed to report 
            favorably.
  May 11, 2021: Motion to discharge Senate Committee on 
            Finance. Made by the Majority Leader pursuant to S. 
            Res. 27 of the 117th Congress.
  May 11, 2021: By unanimous consent agreement, debate and vote 
            the motion to discharge May 12, 2021.
  May 12, 2021: Motion to discharge considered by Senate.
  May 12, 2021: Senate Committee on Finance discharged by Yea-
            Nay vote, 51-48. Record vote number: 184. Pursuant 
            to S. Res. 27 of the 117th Congress, placed on the 
            Executive Calendar.
  May 12, 2021: Placed on Senate Executive Calendar. Calendar 
            No. 117.
  May 20, 2021: Motion to proceed to executive session to 
            consideration of nomination agreed to in Senate by 
            voice vote.
  May 20, 2021: Cloture motion presented in Senate.
  May 20, 2021: By unanimous consent agreement, mandatory 
            quorum required under Rule XXII waived.
  May 20, 2021: By unanimous consent agreement, debate May 24, 
            2021.
  May 24, 2021: Considered by Senate.
  May 24, 2021: Cloture invoked in Senate by Yea-Nay vote, 52-
            43. Record vote number: 200.
  May 24, 2021: By unanimous consent agreement, debate May 25, 
            2021.
  May 25, 2021: Considered by Senate.
  May 25, 2021: Confirmed by the Senate by Yea-Nay vote, 55-44. 
            Record vote number: 201.
Adewale O. Adeyemo, of California, to be Deputy Secretary of 
        the Treasury, vice Justin George Muzinich.
  January 20, 2021: Received in the Senate and referred to the 
            Committee on Finance.
  February 23, 2021: Committee on Finance. Hearings held. 
            Hearings printed: S. Hrg. 117-205.
  March 3, 2021: Committee on Finance. Ordered to be reported 
            favorably.
  March 3, 2021: Reported by Senator Wyden, Committee on 
            Finance, without printed report.
  March 3, 2021: Placed on Senate Executive Calendar. Calendar 
            No. 30. Subject to nominee's commitment to respond 
            to requests to appear and testify before any duly 
            constituted committee of the Senate.
  March 18, 2021: Motion to proceed to executive session to 
            consideration of nomination agreed to in Senate by 
            voice vote.
  March 18, 2021: Cloture motion presented in Senate.
  March 18, 2021: By unanimous consent agreement, mandatory 
            quorum required under Rule XXII waived.
  March 24, 2021: Cloture motion withdrawn by unanimous consent 
            in Senate.
  March 24, 2021: By unanimous consent agreement, debate and 
            vote March 25, 2021.
  March 25, 2021: Considered by Senate.
  March 25, 2021: Confirmed by the Senate by voice vote.
Janet Louise Yellen, of California, to be Secretary of the 
        Treasury.
  January 20, 2021: Received in the Senate and referred to the 
            Committee on Finance.
  January 22, 2021: Committee on Finance. Ordered to be 
            reported favorably.
  January 22, 2021: Reported by Senator Grassley, Committee on 
            Finance, without printed report.
  January 22, 2021: Placed on Senate Executive Calendar. 
            Calendar No. 2. Subject to nominee's commitment to 
            respond to requests to appear and testify before 
            any duly constituted committee of the Senate.
  January 22, 2021: By unanimous consent agreement, debate and 
            vote January 25, 2020.
  January 25, 2021: Considered by Senate.
  January 25, 2021: Confirmed by the Senate by Yea-Nay vote, 
            84-15. Record vote number: 6.
Katherine C. Tai, of the District of Columbia, to be United 
        States Trade Representative, with the rank of 
        Ambassador Extraordinary and Plenipotentiary.
  January 20, 2021: Received in the Senate and referred to the 
            Committee on Finance.
  February 25, 2021: Committee on Finance. Hearings held. 
            Hearings printed: S. Hrg. 117-239.
  March 3, 2021: Committee on Finance. Ordered to be reported 
            favorably.
  March 3, 2021: Reported by Senator Wyden, Committee on 
            Finance, without printed report.
  March 3, 2021: Placed on Senate Executive Calendar. Calendar 
            No. 29. Subject to nominee's commitment to respond 
            to requests to appear and testify before any duly 
            constituted committee of the Senate.
  March 11, 2021: Motion to proceed to executive session to 
            consideration of nomination agreed to in Senate by 
            voice vote.
  March 11, 2021: Cloture motion presented in Senate.
  March 11, 2021: By unanimous consent agreement, mandatory 
            quorum required under Rule XXII waived.
  March 16, 2021: Cloture invoked in Senate by Yea-Nay vote, 
            98-0. Record vote number: 122.
  March 16, 2021: Considered by Senate.
  March 16, 2021: By unanimous consent agreement, debate March 
            17, 2021.
  March 17, 2021: Considered by Senate.
  March 17, 2021: Confirmed by the Senate by Yea-Nay vote, 98-
            0. Record vote number: 123.
Xavier Becerra, of California, to be Secretary of Health and 
        Human Services.
  January 20, 2021: Received in the Senate and referred to the 
            Committee on Finance.
  February 23, 2021: Committee on Health, Education, Labor, and 
            Pensions. Hearings held. Hearings printed: S. Hrg. 
            117-171.
  February 24, 2021: Committee on Finance. Hearings held. 
            Hearings printed: S. Hrg. 117-234.
  March 3, 2021: Committee on Finance. Failed to report 
            favorably.
  March 10, 2021: Motion to discharge Senate Committee on 
            Finance. Made by the Majority Leader pursuant to S. 
            Res. 27 of the 117th Congress.
  March 10, 2021: By unanimous consent agreement, debate the 
            motion to discharge March 11, 2021.
  March 11, 2021: Motion to discharge considered by Senate.
  March 11, 2021: Senate discharged by Yea-Nay vote, 51-48. 
            Record vote number: 117. Pursuant to S. Res. 27 of 
            the 117th Congress, placed on the Executive 
            Calendar.
  March 11, 2021: Placed on Senate Executive Calendar. Calendar 
            No. 37.
  March 15, 2021: Motion to proceed to executive session to 
            consideration of nomination agreed to in Senate by 
            voice vote.
  March 15, 2021: Cloture motion presented in Senate.
  March 15, 2021: By unanimous consent agreement, mandatory 
            quorum required under Rule XXII waived.
  March 17, 2021: Cloture invoked in Senate by Yea-Nay vote, 
            50-49. Record vote number: 124.
  March 17, 2021: Considered by Senate.
  March 17, 2021: By unanimous consent agreement, debate March 
            18, 2021.
  March 18, 2021: Considered by Senate.
  March 18, 2021: Confirmed by the Senate by Yea-Nay vote, 50-
            49. Record vote number: 125.
William Patrick Joseph Kimmitt, of Virginia, to be a member of 
        the United States International Trade Commission for a 
        term expiring June 16, 2029, vice F. Scott Kieff, term 
        expired.
  January 6, 2021: Received in the Senate and referred to the 
            Committee on Finance.
  February 4, 2021: Received message of withdrawal of 
            nomination from the President.
Mark Van Dyke Holmes, of New York, to be a judge of the United 
        States Tax Court for a term of 15 years 
        (reappointment).
  January 3, 2021: Received in the Senate and referred to the 
            Committee on Finance.
  February 4, 2021: Received message of withdrawal of 
            nomination from the President.

                     BILLS AND RESOLUTIONS REFERRED
                            TO THE COMMITTEE

    There were 860 Senate bills and 7 House bills referred to 
the committee for consideration during the 117th Congress. In 
addition, 11 Senate and House resolutions (joint, concurrent, 
or simple resolutions) were referred to the committee.

                      REPORTS, PRINTS, AND STUDIES

    During the 117th Congress, the committee and supporting 
joint committees prepared and issued 3 reports, special prints, 
and studies on the following topics:
          

------------------------------------------------------------------------
              Title                  Document no.        To accompany
------------------------------------------------------------------------
Enhancing American Retirement     117-142...........  S. 4808
 Now Act.
Report on the Activities of the   117-9.............  ..................
 Committee on Finance of the
 United States Senate During the
 116th Congress.
Rules of Procedure of the         117-2.............  ..................
 Committee on Finance.
------------------------------------------------------------------------


                        OFFICIAL COMMUNICATIONS

    During the 117th Congress, a total of 346 official 
communications were submitted to the committee. Of these, 2 
were Presidential Messages; 310 were Executive Communications--
these communications include reports to advise and inform the 
Congress, required annual or semi-annual agency budget and 
activities summaries, and requests for legislative action. The 
committee also received 34 Petitions and Memorials.

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