Insurance Match Workgroup Conference Call
Meeting Minutes

Decisions/Discussion

1. Programming is complete for the Exclusion Indicator and for returning matches to States via the FCR. Specifications are included as part of Release 07-01 and have been posted to the OCSE website.
2. OCSE is currently coding for the insurance match and is scheduled to turn over to the validation team for review by the end of the month. OCSE will begin distributing matches to States in October 2007. Currently, information from Colorado's WC Fund will be included. OCSE is also meeting with California and Wisconsin's WC Funds, and hopes to have them on board for when the match goes live in October.
3. There is an ongoing effort to provide matches to all States, including those who will not yet be programmed to receive matches come October. Since the volume of matches will be significant, OCSE may call States to provide match information or use XML to send matched data.
4. Update on OCSE outreach efforts: recent State Farm meeting where OCSE shared information about insurance match project. OCSE is currently working with State Farm to conduct a test match. Future outreach efforts include: (1) Southern Association of Workers' Compensation (SAWCA) conference in Texas and (2) 17th National Child Support Conference.
5. OCSE is beginning the analysis stage of an insurance match web look up, similar to what Massachusetts currently has in place.
6. OCSE is preparing a DCL which will explain how States can let OCSE know that they do in fact want to participate in the match. In addition, it outlines that States will have the ability to set an arrears threshold. The DCL does not include information regarding costs to the States. The costs for the insurance match may be paid using 2% funding (appropriated funds).
7. Workgroup agreed that using the IRG for the Insurance Match is a good idea. Some suggested questions and corresponding answers discussed are:
1. Does your State use IWO, lien form, or other to intercept an insurance claim, payment, settlement or award?
2. Does your State have restrictions on which claims may be intercepted?
3. Does your State have a clause that defines net proceeds and/or allows for insurance intercept in general?
4. Prove State contact information.
5. What are the State notice requirements before intercepting an insurance claim, payment, settlement or award?
6. What are the contest/appeal timeframes for delinquent obligors?
7. What is the State arrears threshold for matching? Intercept?
8. What are the State policies/requirements on lump sum vs. recurring payments?
9. Which States require a full UIFSA interstate package to honor a WC lien intercept?

Action Items

1. State workgroup members to send all ideas for the IRG Insurance Match section to Sherri Grigsby or Bea Locks. This will be an ongoing effort.
2. Distribute updated two part Insurance Match Response Record to State Workgroup members.