Media Contact:

David Huffman

Director of Operations

Phone: 508-365-7833

Email address:


Shrewsbury, MA – January 4, 2018 – Today, the New England States Consortium Systems Organization (NESCSO) announced the formation of a multi-state collaborative effort to conduct electronic asset verification services for determination of eligibility for Medicaid for the Aged, Blind and Disabled (MABD) Programs. The MABD programs include long-term care Medicaid, Medicaid for working people with disabilities and other community based Medicaid programs.

Federal and State Medicaid rules establish financial eligibility criteria which must be met, including asset limits which vary by Medicaid program and household size. CMS has mandated that all states establish an electronic asset verification system (AVS) to request and receive national and local financial institution account data such as checking, savings, CDs, Christmas clubs, IRAs, money markets, etc. Once implemented, AVS will significantly reduce manual processes burden for both worker and applicants.

The AVS collaboration is spearheaded by the State of Vermont, which participated in a rigorous review of the bids and is collaborating with Public Consulting Group, Inc. on the implementation of the electronic AVS. In addition to the AVS system NESCSO has also selected Ocrolus, a technology company that automates the review of financial documents to partner in this multi-state collaborative. Ocrolus’s technology helps states improve efficiencies by streamlining the review of large volumes of financial documents as part of the MABD eligibility review process.

These two collaborative efforts can be utilized as a procurement vehicle by any other agency in the country. For more information about the collaborative please contact Elena Nicolella, NESCSO.


The New England States Consortium Systems Organization (NESCSO) is a non-profit corporation organized by the New England state health and human service (HHS) agencies and the University of Massachusetts Medical School. NESCSO’s Board is composed of the member states’ HHS secretaries or their designees. NESCSO’s mission is to foster communication and collaboration among its members through information sharing and joint projects. NESCSO seeks to support the needs of the state HHS Secretaries by providing a framework for knowledge exchange in order to maximize policy, program and cost effectiveness. To learn more, visit



Elena Nicolella

Executive Director

(401) 952-4369


About Public Consulting Group

Public Consulting Group, Inc. (PCG) is leading public sector management consulting and operations improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986 and headquartered in Boston, Massachusetts, PCG has over 2,000 professionals in more than 50 offices around the US, in Canada and in Europe. PCG’s Health practice offers in-depth programmatic knowledge and regulatory expertise to help state and municipal health agencies respond to regulatory change, improve access to health care, maximize program revenue, improve business processes, and achieve regulatory compliance. Using industry best practices, PCG’s Health team helps organizations deliver quality services with constrained resources to promote improved client outcomes. To learn more, visit



Peter Cheeseman



About Ocrolus

Ocrolus is a technology company that automates the review of financial documents. The Company’s products, PerfectAudit and Medicaid-Genius, analyze statements from every financial institution with 99+% accuracy, generating account information, summary analytics and a comprehensive database of transactions. By replacing the tedious and error-prone manual process of analyzing bank statements with hyper-accurate automation, Ocrolus boosts efficiency for professionals across a range of industries.

Additional information about Ocrolus is available at



Victoria Meakin

Co-Founder and President

o: 646.850.9090 Ext. 2

c: 917.941.5388

The Medicaid Technology Alliance is pleased to provide you with the information presented on the webinar hosted on September 21 at 1:00 EDT.

These materials were all developed with both State and Industry input and are intended to support adoption of Modularity.


Meeting Materials:

Webinar Recording

MTA_Deliverables Webinar_09212017

AdvMedIT_Precert MTA Briefing 09_18

Appendix 1 – Model Language and Playbook 8.22.17

MTA Governance Assessment Draft Template v.3_09122017


MTA_Deliverables Webinar_Draft 09202017

Poplin update 20170918 v2

State and Vendor Modularity Playbook v0.1

State and Vendor Playbook brief

Each of the below roles is in support of RI EOHHS’ use of the RIBridges system, and related to Information Technology at various levels.

A few types of backgrounds are being sought….Project Management, Business Analysis, Quality Assurance…even Data Analysis is

very helpful.   If someone possesses skills in any, or many, of those areas, we encourage the person to apply online.


Position Number             Title                                                                              Link

  1. 2020-10200-128      CHIEF FAMILY HEALTH SYSTEMS                      Quality Assurance Lead Role
  2. 2020-10200-129      CHIEF FAMILY HEALTH SYSTEMS                      Business Analyst
  3. 2020-10200-130      CHIEF FAMILY HEALTH SYSTEMS                       Business Analyst
  4. 2020-10200-131      INTERDEPARTMENTAL PROJECT MANAGER   UAT Project Manager
  5. 2020-10200-132      INTERDEPARTMENTAL PROJECT MANAGER   Project Manager
  6. 2020-10200-133      PROGRAMMING SERVICES OFFICER                Quality Control / Tester


Travel Reimbursement Program Forms

Guidelines: mesc-2017-travel-reimbursement-guidelines-051617

Pre-Travel Authorization Form: nescso-pre-travel-authorization-form-2017

State Decision Maker and Poster Session Reimbursement Form: mesc-2016-state-decision-maker-and-poster-participan-reimbursement-form-030717

NESCSO Member State Reimbursement Form: nescso-member-state-nonemployee-reimbursement-voucher-030717

90/10 Funding Reimbursement Form: mesc-2016-90-10-funding-reimbursement-request-form-030717

W-9 Form: umw-9


The Request for Proposal includes three components to support the Medicaid Eligibility Process, as briefly outlined below:

  • Services that enable States to comply with electronic asset verification requirements – The statutory (Supplemental Appropriations Act, 2008, Pub. L. No. 110-252; Section 1940 of the Social Security Act) asset verification program (AVP) provision requires states to have a mechanism in place to verify assets for purposes of determining or re-determining Medicaid eligibility for aged, blind and disabled or long-term care Medicaid applicants or recipients. The Affordable Care Act required AVP systems to be electronic (e-AVP).
  • Services that strengthen States’ discovery of real property assets of applicants for and beneficiaries of Medicaid benefits – This tool/service will provide further automation of the business processes and improve the operational effectiveness of determining eligibility assets.
  • Services that facilitate and streamline States’ review of financial documents as part of the process to determine of Medicaid eligibility – This tool/service will provide further automation of the business processes and improve the operational effectiveness by use of data analytics and services. This service will enhance the State’s ability to make more accurate financial eligibility determinations

The link below provide details and instructions.

NESCSO RFP0 12017 Final 061917

Responses are due July 31, 2017 by 5:00 PM EDT.

The State of Vermont released a request for proposals from qualified vendors to assist the State of Vermont in conducting a comprehensive review of the State’s Health-IT Fund, Health Information Technology planning, and Vermont Information Technology Leaders (Vermont’s HIE vendor, who is written into statute). The State requires the vendor to develop a report on this evaluation which we will present as a report to the Vermont State Legislature no later than November 15, 2017.

 If you are interested in this opportunity, please follow the link:

As part of its commitment to supporting New England Health and Human Service agencies, NESCSO is sponsoring this two-day training opportunity in partnership with the Centers for Medicare and Medicaid Services (CMS). The training will be provided by experts in the field from CMS and three of our region’s public universities: the University of Massachusetts Medical School; the University of Southern Maine; and the University of New Hampshire.

Audience: The training is open to State program executives, managers, attorneys, analysts, and other staff from Health and Human Services agencies including Medicaid, Elder Services and Developmental Disabilities Services that are involved in policy development and operations for Medicaid-funded long-term care.

Curriculum: Over the course of the training, university and CMS experts will deliver content and facilitate discussions related to Medicaid long-term services and supports including eligibility, services, and delivery systems. For the purposes of the training, LTSS refers to the diverse range of Medicaid-funded services provided to support the well-being of people across the whole continuum of care from community-based interventions to institutional care. This training will include the opportunity for participants to have state-specific issues addressed by the experts as well as ample time for information sharing between states.

Sponsorship: NESCSO will cover travel and lodging expenses for up to 5 staff from each state to attend the training.

Location and Timing: The training will be held beginning at 10:00 a.m. on June 14th and running through to 3:30 p.m. on June 15th.  The training will be at the Hilton Garden Inn Worcester, 35 Major Taylor Blvd., Worcester, MA 01608. Driving Directions

Click Here for the Travel Reimbursement Forms:



Should you have any questions please contact Patricia McKnight at 978.621.0282 or

In this Issue

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