Meriter Management Services Inc

Registered Principal Details

Business Or Interest:
Community hospital / health services provider.

Lobbying Interests:
General health care issues, including biennial budget, provider reimbursements, patient safety, patient privacy, women and infant health, and healthcare workforce issues.

CEO Name:
Terri Potter
Director

Contact
ESJ
Elizabeth Schumacher, JD
202 S Park St
Madison, WI 53715
(608) 267-5606
(608) 267-5601
eschumacher@meriter.com
www.meriter.com

Authorized Lobbyists

Lobbyist Name Exclusive Duties Authorized On Withdrawn On
Todd Van Fossen Exclusive Duties N/A Authorized On 1/1/2003 Withdrawn On 2/26/2004
Elizabeth Schumacher Exclusive Duties N/A Authorized On 2/26/2004 Withdrawn On N/A

Lobbying Interests

Legislative Bills/Resolutions

January 2003 Special Session Senate Bill 1
January 2003 Special Session Senate Bill 1
relating to: decreasing appropriations; lapsing moneys from certain program revenue appropriation accounts to the general fund; transferring moneys from certain segregated funds to the general fund; increasing funding for out-of-state inmate contracts and ...

Bill Text and History

2003 Wisconsin Act 1

Other
Notification Date
2/10/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Comments
Interest in maintaining funding levels for Medical Assistance and BadgerCare programs.
Assembly Bill 132
Assembly Bill 132
relating to: required type size for laboratory reports.

Bill Text and History

Against
Notification Date
4/2/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Assembly Bill 314
Assembly Bill 314
relating to: licensing hospital administrators and granting rule-making authority.

Bill Text and History

Against
Notification Date
2/26/2004
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Assembly Bill 444
Assembly Bill 444
relating to: carrying or going armed with a concealed weapon, requiring the exercise of rule-making authority, making appropriations, and providing penalties.

Bill Text and History

Against
Notification Date
9/12/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Comments
Allowing people to legally carry concealed weapons in hospitals, clinics and other health care facilities would be extremely dangerous, and an absolute travesty. Patients, visitors and staff would be placed in serious jeopardy.
Assembly Bill 895
Assembly Bill 895
relating to: health care provider service rates and insurer health care services reimbursement rates.

Bill Text and History

Against
Notification Date
2/26/2004
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Assembly Joint Resolution 55
Assembly Joint Resolution 55
relating to: elector approval for certain taxing, spending, and bonding decisions by the state and local governmental units, emergency taxes, required reserves, refunds of amounts in excess of the approved amounts, and reduction of tax rates to reflect the...

Bill Text and History

Other
Notification Date
4/28/2004
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Senate Bill 72
Senate Bill 72
relating to: increasing the limits for insurance coverage of nervous or mental health disorders or alcoholism or other drug abuse problems.

Bill Text and History

For
Notification Date
7/14/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Senate Bill 177
Senate Bill 177
relating to: mandatory overtime hours worked by health care workers employed by health care facilities and providing penalties.

Bill Text and History

Against
Notification Date
7/14/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Senate Bill 214
Senate Bill 214
relating to: carrying or going armed with a concealed weapon, requiring the exercise of rule-making authority, making appropriations, and providing penalties.

Bill Text and History

Against
Notification Date
9/12/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Senate Bill 512
Senate Bill 512
relating to: the property tax exemption for property that is leased as residential housing.

Bill Text and History

2003 Wisconsin Act 195

Other
Notification Date
3/4/2004
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Budget Bill Subjects

Health and Family Services: Health
Biennial budget bill treatment of matter relating to
Health and Family Services: Health

Notification Date
1/20/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Comments
Topics of general health interest.

Health and Family Services: Medical Assistance
Biennial budget bill treatment of matter relating to
Health and Family Services: Medical Assistance

Notification Date
1/20/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Comments
Support use of preferred drug list, oppose reductions in pharmacy provider payments, and oppose elimination of special medication packaging systems under the Medicaid program.

Notification Date
1/20/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Comments
Preserve MA and Badger Care funding levels.

Wisconsin Technical College System
Biennial budget bill treatment of matter relating to
Wisconsin Technical College System

Notification Date
1/30/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Comments
Support WTCS proposal for new Health Care Initiative.

Workforce Development: Employment, Training and Vocational Rehabilitation Programs
Biennial budget bill treatment of matter relating to
Workforce Development: Employment, Training and Vocational Rehabilitation Programs

Notification Date
5/22/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Comments
Support restoration of funding for the state's Youth Apprenticeship Program; oppose Joint Finance Committee elimination of the program.

Administrative Rulemaking Proceedings

Fees for copies of patient health care records. (Ch. HFS 117)
Agency Name
Health and Family Services
Subject
Fees for copies of patient health care records. (Ch. HFS 117)
Scope Statement
Register Number: 561 (10/1/2002)
Clearinghouse Rule: CR 03-111
Against
Notification Date
3/31/2004
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

HFS 118, development and operation of Wisconsin’s Statewide Trauma Care System.
Agency Name
Health and Family Services
Subject
HFS 118, development and operation of Wisconsin’s Statewide Trauma Care System.
Scope Statement
Register Number: 560 (9/1/2002)
Clearinghouse Rule: CR 04-055
Other
Notification Date
5/3/2004
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Topics Not Yet Assigned A Bill Or Rule Number

Governor Doyle's Oral Health Task Force
Development, drafting or introduction of a proposal relating to
Governor Doyle's Oral Health Task Force

Action Intended To Affect
Legislative Matter

Notification Date
1/19/2005
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Governor's Biotechnology Initiative; economic development
Development, drafting or introduction of a proposal relating to
Governor's Biotechnology Initiative; economic development

Action Intended To Affect
Legislative Matter

Notification Date
12/13/2004
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

2005-07 Medicaid Budget
Development, drafting or introduction of a proposal relating to
2005-07 Medicaid Budget

Action Intended To Affect
Legislative Matter

Notification Date
10/13/2004
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Influenza Vaccination Needs of Wisconsin
Development, drafting or introduction of a proposal relating to
Influenza Vaccination Needs of Wisconsin

Action Intended To Affect
Legislative Matter

Notification Date
10/13/2004
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

2005-07 Biennial Budget
Development, drafting or introduction of a proposal relating to
2005-07 Biennial Budget

Action Intended To Affect
Legislative Matter

Notification Date
8/24/2004
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Legislative Council Study Committee on Tax Exemptions for Residential Housing (Columbus Park)
Development, drafting or introduction of a proposal relating to
Legislative Council Study Committee on Tax Exemptions for Residential Housing (Columbus Park)

Action Intended To Affect
Legislative Matter

Notification Date
8/23/2004
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Governor Doyle's Kids First Initiative
Development, drafting or introduction of a proposal relating to
Governor Doyle's Kids First Initiative

Action Intended To Affect
Legislative Matter

Notification Date
7/30/2004
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Health Care Provider Charges
Development, drafting or introduction of a proposal relating to
Health Care Provider Charges

Action Intended To Affect
Legislative Matter

Notification Date
5/19/2004
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Health Savings Accounts
Development, drafting or introduction of a proposal relating to
Health Savings Accounts

Action Intended To Affect
Legislative Matter

Notification Date
5/19/2004
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Hospital Readmission Rates
Development, drafting or introduction of a proposal relating to
Hospital Readmission Rates

Action Intended To Affect
Legislative Matter

Notification Date
5/19/2004
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Dental care
Development, drafting or introduction of a proposal relating to
Dental care

Action Intended To Affect
Legislative Matter

Notification Date
3/24/2004
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

HIRSP
Development, drafting or introduction of a proposal relating to
HIRSP

Action Intended To Affect
Legislative Matter

Notification Date
3/24/2004
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Medical Assistance
Development, drafting or introduction of a proposal relating to
Medical Assistance

Action Intended To Affect
Legislative Matter

Notification Date
3/24/2004
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

patient safety
Development, drafting or introduction of a proposal relating to
patient safety

Action Intended To Affect
Legislative Matter

Notification Date
3/24/2004
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Tax exemption for non-profit health care providers
Development, drafting or introduction of a proposal relating to
Tax exemption for non-profit health care providers

Action Intended To Affect
Legislative Matter

Notification Date
3/24/2004
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Licensure requirements for drug and alcohol counseling professionals.
Development, drafting or introduction of a proposal relating to
Licensure requirements for drug and alcohol counseling professionals.

Action Intended To Affect
Rule (by a state agency)

Notification Date
5/19/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Dental access and care for uninsured and underinsured persons
Development, drafting or introduction of a proposal relating to
Dental access and care for uninsured and underinsured persons

Action Intended To Affect
Legislative Matter

Notification Date
1/30/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Smallpox vaccinations for health care workers. Interest in coverage policies for workers who experience adverse effects
Development, drafting or introduction of a proposal relating to
Smallpox vaccinations for health care workers. Interest in coverage policies for workers who experience adverse effects

Action Intended To Affect
Both Legislative Matter and Rule

Notification Date
1/30/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Development, drafting or introduction of a proposal related to expanded municipal fee authority.
Development, drafting or introduction of a proposal relating to
Development, drafting or introduction of a proposal related to expanded municipal fee authority.

Action Intended To Affect
Legislative Matter

Notification Date
1/20/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Development, drafting or introduction of a proposal related to health care costs.
Development, drafting or introduction of a proposal relating to
Development, drafting or introduction of a proposal related to health care costs.

Action Intended To Affect
Legislative Matter

Notification Date
1/20/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Development, drafting or introduction of a proposal related to hospital and health care quality information.
Development, drafting or introduction of a proposal relating to
Development, drafting or introduction of a proposal related to hospital and health care quality information.

Action Intended To Affect
Legislative Matter

Notification Date
1/20/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Development, drafting or introduction of a proposal related to hospital mandates (facilities and staffing practices/requirements).
Development, drafting or introduction of a proposal relating to
Development, drafting or introduction of a proposal related to hospital mandates (facilities and staffing practices/requirements).

Action Intended To Affect
Legislative Matter

Notification Date
1/20/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Development, drafting or introduction of proposals related to regulation of hospitals.
Development, drafting or introduction of a proposal relating to
Development, drafting or introduction of proposals related to regulation of hospitals.

Action Intended To Affect
Legislative Matter

Notification Date
1/20/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Potential changes in the state's hospitalized elector statute, to make absentee voting easier for patients hospitalized on Election Day.
Development, drafting or introduction of a proposal relating to
Potential changes in the state's hospitalized elector statute, to make absentee voting easier for patients hospitalized on Election Day.

Action Intended To Affect
Legislative Matter

Notification Date
9/24/2002
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Comments
Meriter Management Services Inc

Total Lobbying Effort

  2004
January - June
2004
July - December
Total
Total Lobbying Expenditures 2004
January - June
$5,930.21
2004
July - December
$12,745.98
Total $18,676.19
Total Hours Communicating 2004
January - June
30.00
2004
July - December
40.00
Total 70.00
Total Hours Other 2004
January - June
59.00
2004
July - December
149.00
Total 208.00

Percent Allocation of Lobbying Effort

Legislative Bills/Resolutions

relating to: the property tax exemption for property that is leased as residential housing.
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
15%
2004
July - December
Total 5%
relating to: elector approval for certain taxing, spending, and bonding decisions by the state and local governmental units, emergency taxes, required reserves, refunds of amounts in excess of the approved amounts, and reduction of tax rates to reflect the excess of revenues over expenditures (first consideration).
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
16%
2004
July - December
Total 5%

Budget Bill Subjects

No budget bill subjects found.

Administrative Rulemaking Proceedings

2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
3%
2004
July - December
1%
Total 2%
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
7%
2004
July - December
Total 2%

Topics Not Yet Assigned A Bill Or Rule Number

2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
1%
2004
July - December
Total < 1%
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
12%
2004
July - December
10%
Total 11%
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
15%
2004
July - December
8%
Total 10%
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
19%
2004
July - December
26%
Total 24%
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
2004
July - December
1%
Total < 1%
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
2004
July - December
2%
Total 1%
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
2004
July - December
3%
Total 2%
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
2004
July - December
3%
Total 2%
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
2004
July - December
3%
Total 2%
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
2004
July - December
12%
Total 8%
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
2004
July - December
12%
Total 8%
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
2004
July - December
19%
Total 13%

Minor Efforts

No minor efforts found.

Other Matters

Includes time spent on:

  • Gubernatorial nominations
  • Matters on which the organization made no lobbying communication

Other Matters
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
12%
2004
July - December
Total 4%

Filed Statements of Lobbying Activity and Expenditures