Electronic Verification of Vital Events (EVVE) Making Decisions for the Future

Jurisdiction Participation Where Are We Now? Jurisdiction Participation

EVVE Implementation – May 2014 Northern Mariana Islands Alaska Washington Montana North Dakota Maine Minnesota Oregon VT New York City Wisconsin NH Idaho South Dakota MA Michigan New York Wyoming CT RI Nebraska Iowa Pennsylvania NJ Nevada Indiana Ohio Utah DE Illinois Colorado WV MD Missouri Kansas Virginia California DC Kentucky N. Carolina Tennessee Northern Mariana Islands Arizona New Mexico Oklahoma Arkansas S. Carolina MS Georgia Alabama Guam Texas LA Hawaii Florida American Samoa Puerto Rico U.S. Virgin Islands On-line with EVVE (52) Implementation in progress (0)

EVVE Vital Records Implementation Northern Mariana Islands Birth Queries May 2014 Alaska 1890 Washington 1921 NH 1986 Maine 1988 Montana 1920 North Dakota 1870 VT 1909 Minnesota 1935 Oregon 1920 New York City 1920 Wisconsin 1979 MA 1953 Idaho 1911 South Dakota 1905 New York 2004 Michigan 1935 Wyoming 1935 RI 1940 CT 1993 Nebraska 1989 Iowa 1948 Pennsylvania 1921 Nevada 1911 NJ 1965 Illinois 1916 (starting with 2010) Indiana 1935 Ohio 1909 Utah 1951 DE 1935 Colorado 1903 WV 1900 California 1969 Missouri 1920 Virginia 1912 MD 1940 Kansas 1911 Kentucky 1911 DC 1935 N. Carolina 1971 Tennessee 1922 Northern Mariana Islands 2012 Arizona 1935 New Mexico 1868 Oklahoma 1947 Arkansas 1935 S. Carolina 1915 MS 1912 Georgia 1919 Alabama 1930 Guam 2012 Texas 1926 LA 1912 Florida 1930 Hawaii 1909 American Samoa 1985-2000 On-line with EVVE (52) Implementation in progress (0) Puerto Rico 1931 U.S. Virgin Islands 2010, 2014 The year referenced indicates birth data availability for EVVE verifications

EVVE Vital Records Implementation Northern Mariana Islands Death Queries May 2014 Alaska 1890 Washington NH Maine 1988 Montana 2003 North Dakota 1973 VT Minnesota 1997 Oregon 2006 New York City 1920 Wisconsin MA Idaho South Dakota 1960 Wyoming 1979 New York Michigan RI CT Nebraska 2000 Iowa 2000 Pennsylvania Nevada 1935 NJ 1959 Indiana Ohio 1954 Utah 2000 Illinois 1999 DE 1980 Colorado WV California 1994 Missouri 2000 Virginia MD Kansas 2005 Kentucky 2000 DC 2004 N. Carolina 2001 Tennessee 1951 Northern Mariana Islands Arizona 1970 New Mexico Oklahoma 1947 Arkansas 1980 S. Carolina 2005 MS 1959 Georgia 1964 Alabama 2000 Guam Texas LA \1963 Florida 2005 Hawaii 1896 American Samoa On-line with EVVE for death queries (35) Puerto Rico 1931 U.S. Virgin Islands The year referenced indicates death data availability for EVVE queries

EVVE Vital Records Implementation EVVE DMF – (Fact of Death Queries) May 2014 Alaska 1890 Washington NH Maine 1988 Montana 2003 North Dakota 1973 VT Minnesota 1997 Oregon 2006 New York City 1920 Wisconsin MA Idaho South Dakota 1960 Wyoming 1979 New York Michigan RI CT Nebraska 2000 Iowa 2000 Pennsylvania Nevada 1935 NJ 1959 Indiana Ohio 1954 Utah 2000 Illinois 1999 DE 1980 Colorado WV California 1905 Missouri 2000 Virginia MD Kansas 2005 Kentucky 2000 DC 2004 N. Carolina 2001 Tennessee 1951 Northern Mariana Islands Arizona New Mexico Oklahoma 1947 Arkansas 1980 S. Carolina 2005 MS 1959 Georgia 1964 Alabama 2000 Guam Texas LA 1963 Florida 2005 Hawaii 1896 American Samoa On-line with EVVE for FOD queries (22) In process of adding SSN/POB fields (3) Puerto Rico 1931 U.S. Virgin Islands The year referenced indicates death data availability for EVVE FOD queries with SSN and POB fields

Funding EVVE: 2014

Background EVVE is a potential key service/product for NAPHSIS and the jurisdictions to help generate new revenue for us all The Board decided to allocate funds to develop and promote moving EVVE forward and expand its functionality Contract with Systems Made Simple for technical services: $ 148,000 (current contract ends in June; inclusion of enhancements to promote FOD query solution) Contract with Cognizant for marketing services: $ 229,000 (goals: increase volume of transactions; expand user base)

Board Decision Consulted with our accountant, considered options Decision: Secure a line of credit against our investment account for approximately $ 400,000 to cover EVVE related contracts and loan servicing (monthly payments) Investment account: $ 1,316,849 (4/30/2014) These allocations are preliminary and may change but are our best estimates at this time

General Loan Terms (to be finalized upon initiation of contracts) Balance: $ 400,000 3 to 5 year fixed loan Rate: currently 4.2% -5.0% Amortization: 10- 30 years Estimated monthly payments: $ 2100 - $ 4100 No prepayment penalty

Advantages of Line of Credit Approach Does not reduce our investment account which will still be earning money for NAPHSIS Favorable loan rate Allows for flexibility financing EVVE

Where We Need To Go Completing EVVE

Completing EVVE The 5 major components of EVVE: Birth Verifications Birth Certifications Death Verifications Death Certifications EVVE DMF – Fact of Death Queries Reminder: The Board has Approved the use of EVVE for administrative uses for private sector entities.

Completing EVVE We need EVVE to be OUR system that meets the needs of it’s customers, while generating revenue for the jurisdictions and NAPHSIS. Full Jurisdiction Participation - Birth Currently 52 of 57 jurisdictions have birth data Several jurisdictions don’t have all the data from 1945 to the present Some jurisdictions can’t do birth certifications Some won’t allow verifications to certain agencies

Completing EVVE Full Jurisdiction Participation - Death 35 of 57 jurisdictions have death data available But some don’t have data available back to 1979 NDI data should be available for states to get their EVVE death database up to date.

Completing EVVE Full Jurisdiction Participation – Fact of Death Only 22 of 57 jurisdictions are ready Have added the SSN/POB fields to their database This is the component with the most barriers: Allowing limited administrative querying for private sector users, such as pension plans and life insurance companies, is out of our norm. Necessary to be the DMF replacement State laws prohibiting disclosure need to be changed

Completing EVVE EVVE is our association system Funding still available through June 2015 to install EVVE in the jurisdictions. We need to stand together I.E. – SSA EAB Negotiations (45% increase for all) Our Solution vs. Gov’t Mandates or something else We don’t want to be forced to provide our data in a manner we don’t control. National Pricing Model – States all charging the same Fraud Prevention Tool – You don’t want to be a target

Revenue Example Birth Verifications for 2013 ~ $211,000 EVVE averages about 30,000 queries per month Examples: Large - $ 13,757.85 Medium - $ 5,130.00 Small - $ 787.50

Revenue Example If we can increase these volumes, you can see how the revenue increases: Say the EVVE averages climbed to 500,000 queries per month (very possible) Examples: Large - $ 229,343.36 Medium - $ 85,517.10 Small - $ 13,127.63

Revenue Example If we can increase these volumes, you can see how the revenue increases: Say the EVVE averages climbed to 500,000 queries per month (very possible) Examples: Large - $ 229,343.36 (New York City) Medium - $ 85,517.10 (Kentucky) Small - $ 13,127.63 (North Dakota)

Revenue Example Now we may have to alter our pricing structure to incentivize our new customers, but even if we cut our rate by 50%, these new volumes still generate a lot of new revenue: Examples: Large - $ 114,671.68 (New York City) - $ 13,757.85 Medium - $ 42,758.55 (Kentucky) - $ 5,130.00 Small - $ 6,563.82 (North Dakota) - $ 787.05

What we need to discuss in Seattle? Photo courtesy of Graphic Stock.com

Homework for the Annual Meeting We are not meeting our EVVE goals for various reasons, but now is the time to come together and make this work for all of us. We need the full backing of all the jurisdictions in order to market EVVE as the answer. We want you to get your EVVE juices flowing…

Homework for the Annual Meeting If your jurisdiction is not participating, why? EVVE needs to become a priority Legal issues? Then we need to look into changing those laws. How? Revenue issues? EVVE is a solution, not a hindrance. You saw the example! Technical issues? EVVE should be able to work with any database. Specifics? It is simply not that hard to install and configure Reminder: June 2015 funding deadline is fast approaching If your jurisdiction is participating, be prepared to offer ideas and assistance to your fellow jurisdictions. How you made it work in your state!

Questions on What is Expected?

EVVE Contacts EVVE Committee Co-chairs NAPHSIS Lou Saadi (KS) Darin Meschke (ND) NAPHSIS Rose Trasatti Heim Let us know how we can help…