Washington Department of Social and Health Services Asset

Washington Department of Social and Health Services Asset Verification Services Project Kickoff August 6, 2020 CONFIDENTIAL AND PROPRIETY 2020

Agenda About PCG 3 Applicable PCG Experience 4 How it Works 6 PCG’s AVS Data 7 Demo of PCG’s AVS 9 Technical Requirements Review 10 www. publicconsultinggroup. com CONFIDENTIAL AND PROPRIETY 2020 2

About PCG Experience 30+ years serving state agencies PCG is currently supporting 2, 000+ state agency engagements promoting innovation in business processes, technology, and cost savings measures Expertise 3, 000+ subject matter experts in 50 offices Trust Proven Washington partner Results Tens of billions in agency cost savings www. publicconsultinggroup. com CONFIDENTIAL AND PROPRIETY 2020 3

Applicable PCG Experience Sample Engagements: MA Asset Verification Services 2016 – Present TX Data Broker Services 2016 - Present ME Trusted Data Source Provider 2015 - Present NY Asset and Real Property Resource Verification System 2012 - Present MI Medicaid Eligibility Quality Control Review Services 2019 - Present Oregon Asset and Property Verification Services 2018 - Present PCG maintains more member asset and eligibility verification experience than all other vendors combined www. publicconsultinggroup. com 25 Other States Eligibility Verification Services CONFIDENTIAL AND PROPRIETY 2020 4

How AVS Works Comprehensive Asset Search www. publicconsultinggroup. com • • • National account search for any accounts maintained by the largest banks Local account search based on geographic proximity Directed account search to query any financial institution CONFIDENTIAL AND PROPRIETY 2020 5

How AVS Fits into PCG’s Member Eligibility Verification PCG Eligibility Verification Rules Engine Agency System Real-time, nightly, monthly and/or quarterly PCG Hub Data vs. Program Limits and Requirements Data vs. Attestations Data vs. Known Information Data vs. Other Data Case Clues Eligibility Recommendations Risk Area Identification Agency System PCG’s IEVS Commercial Data State Data Lexis. Nexis Equifax Experian Trans. Union Vital Statistics Employment Security Lottery Commission Public Employee Retirement System Department of Corrections Child Support Enforcement DMV Revenue/Tax Authority Criminal Courts Accuity Data Tree J. D. Power & Associates www. publicconsultinggroup. com Federal Data Hub Social Security Administration U. S. DHS SAVE U. S. FNS e. DRS U. S. OCSE PARIS NDNH CONFIDENTIAL AND PROPRIETY 2020 PCG’s AVS rules engine is completely configurable and scalable to include the best data from every vendor rather than just offering the best data a single vendor has to offer. 6

PCG’s AVS Data PCG’s AVS offers states access to nearly 100% of the financial institutions in the U. S. Account Types Annuities Response Data Accounts Time/CDs Account Branch Name Social Security Checking Accounts Savings Accounts Keoughs Account Branch Address Custodial Accounts Rent Securities Trusts Burial/Funeral Open/Close Dates Accounts Christmas Clubs IRAs Money Market Account Owner(s) Account Type(s) Beginning-of-the-month account balances for every month of look back period Beginning-of-the-month interest earned for every month of look back period FI Comments Response Times 1. 5 Day days s 5 days 10 days 15 days www. publicconsultinggroup. com CONFIDENTIAL AND PROPRIETY 2020 Average FI Response Time 90% of Responses 95% of Responses 99% of Responses 7

Demonstration of PCG’s Asset Verification System www. publicconsultinggroup. com CONFIDENTIAL AND PROPRIETY 2020 8

“” PCG’s AVS allows our clients to identify an average of 5 – 10% ineligibility and save $30 M for every 100, 000 clients processed through it

Technical Requirements Review www. publicconsultinggroup. com CONFIDENTIAL AND PROPRIETY 2020 10

Preliminary Work Breakdown Structure Review www. publicconsultinggroup. com CONFIDENTIAL AND PROPRIETY 2020 11

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