Public Consulting Group, LLC.pdf

04/29/2026 NE Department of Education-Early Childhood Office Sixpence Evaluation

RFP # NDERFP260202

Nebraska Department of Health and Human Services Olmstead Plan Evaluation

RFP #125999 O3

July 27th, 2026

TECHNICAL PROPOSAL

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TABLE OF CONTENTS

TRANSMITTAL LETTER

1. CORPORATE OVERVIEW

A. BIDDER IDENTIFICATION AND INFORMATION

B. FINANCIAL STATEMENTS

C. CHANGE OF OWNERSHIP

D. OFFICE LOCATION

E. RELATIONSHIPS WITH THE STATE

F. BIDDER’S EMPLOYEE RELATIONS TO STATE

G. CONTRACT PERFORMANCE

H. SUMMARY OF BIDDER’S CORPORATE EXPERIENCE

I. SUMMARY OF BIDDER’S PROPOSED PERSONNEL/MANAGEMENT APPROACH

2. TECHNICAL PROPOSAL

A. UNDERSTANDING OF PROJECT REQUIREMENTS

B. PROPOSED DEVELOPMENT APPROACH

C. TECHNICAL REQUIREMENTS

D. DETAILED PROJECT WORK PLAN

E. DELIVERABLES AND DUE DATES

RFP #125999 O3

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TRANSMITTAL LETTER

July 27, 2026

Angelica Shasteen Department of Health and Human Services

Re: NE DHHS RFP 125999 O3

Dear Angelica, The Nebraska Department of Health and Human Services (DHHS) has identified community living and integration for people with disabilities as a key priority, and the evaluation of the Nebraska Olmstead Plan is a critical element of that work. Public Consulting Group LLC (PCG) is pleased to submit this proposal in response to DHHS’s request for proposals for a Nebraska Olmstead Plan Evaluation. DHHS can benefit from a partnership with PCG that draws on our experience working with individuals with disabilities, our skills in collaborating with the agencies and programs that support them, and our expertise in community-based services and community living policies and programs. PCG is prepared to provide comprehensive support and assistance to evaluate and revise the Nebraska Olmstead Plan.

Please note the following highlights, which make us unique in our ability to meet the state’s primary goals for the Olmstead Plan and the technical support required to evaluate and revise it:

Nation-leading expertise in community-based services, community integration, and strategies to reduce reliance on institutional care. PCG has proven experience providing comprehensive technical assistance and best-practices research to expand access to community-based services, support the full and equal participation of people with disabilities in their communities, and remove barriers to independent living and self-determination.

We are a person-centered organization. The proposed project team is comprised of staff trained in person-centered thinking and planning, disability rights, and best practices for community integration. We are committed to ensuring people with disabilities live, learn, work, and enjoy life in their communities in the most integrated setting that meets their needs. Our team includes staff with lived experience of disability, and we bring this lens to all our projects, keeping individuals with disabilities at the forefront of our work.

Successful track record working in the State of Nebraska. PCG has worked with multiple state agencies in Nebraska, including several engagements with DHHS. Our deep-rooted understanding of Nebraska’s programs and disability landscape will enable us to provide a tailored evaluation of the Nebraska Olmstead Plan.

PCG has been a trusted partner for the State of Nebraska for many years, and we look forward to the opportunity to work with Nebraska further. We have outlined our qualifications, capability, capacity, work plan, and approach in this proposal. Please do not hesitate to contact our Engagement Manager, Brittani Trujillo, at btrujillo@pcgus.com or (720) 547-5305 if you have any questions or need clarification on the contents of our proposal.

As Associate Practice Area Director of Human Services, I am authorized to bind PCG contractually with this bid.

Sincerely, Jill Reynolds Associate Practice Area Director Public Consulting Group LLC

RFP #125999 O3

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Audrey Davis Stamp

1. CORPORATE OVERVIEW

A. BIDDER IDENTIFICATION AND INFORMATION

Founded in 1986 and headquartered in Boston, Massachusetts at 148 State Street, 10th Floor, Boston, MA 02109, Public Consulting Group LLC (PCG) is a Delaware limited liability company and a subsidiary of Public Consulting Group Holdings, Inc.

(PCG Holdings). Public Consulting Group, Inc. underwent a corporate restructure as of December 31, 2020, by which it became Public Consulting Group LLC. PCG Holdings and its affiliates employ nearly 2,000 professionals worldwide – all committed to delivering solutions that change lives for the better. PCG is a consulting, operations, and technology firm that has dedicated itself almost exclusively to serving the public sector for more than 35 years.

B. FINANCIAL STATEMENTS

PCG confirms strong financial stability, as evidenced by our financial information below.

As a non-publicly held corporation, included is a letter of Financial Stability as well as a banking reference.

Regarding judgements, pending or expected litigation, or other real or potential reversals, no such condition is known to exist.

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Public Consulting Group LLC (PCG), a privately held company, was founded in 1986 by its current

President and CEO, William S. Mosakowski. PCG has more than 2,000 employees in twenty offices.

PCG has over 2,000 contracts and operates throughout all fifty states.

PCG is the primary subsidiary of its parent company, Public Consulting Group Holdings, Inc. (PCGH), which has consistently maintained a strong and stable financial position while experiencing steady growth, even in challenging economic environments. For the fiscal years ended 2025 and 2024, PCGH’s Revenue exceeded $650 million and $647 million. In addition, PCGH has achieved double digit growth rates nearly every year for over three decades and has continued to grow revenue in fiscal year 2026 with revenue forecast to exceed $700 million. PCG has also remained profitable throughout its history and expects to remain profitable in the fiscal year 2026.

PCGH has a very strong balance sheet as evidenced by over $115 million of cash on hand and in excess of 77 million in trade receivables (both exclusive of the divested units), its low debt

(approximately $33 million), and a $50 million unused revolving line of credit with a group of regional and national banks. Management is confident that PCG has the resources and capacity to fund both near term operations and future growth.

With many of the services PCG provides classified as essential by PCG’s government clients, PCG’s business was exceptionally stable through the COVID pandemic era. PCG’s business continues to be very stable due to many multi year contracts and incumbency on a substantial number of long-term projects, and less than 1% of revenue with direct Federal contracts, resulting in exceptional forward revenue visibility. PCG is therefore confident that revenue growth and profitability will continue into the fiscal year 2026.

PCG has never filed for bankruptcy or defaulted on any loans. Public Consulting Group LLC is owned by its parent company Public Consulting Group Holdings, Inc.

Jon Kanter, Chief Financial Officer

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April 30, 2026

Reference

Public Consulting Group, LLC

148 State Street

Boston, MA 02109

To Whom It May Concern:

�� Citizens·

ABA:211070175

ODA:1109586385

This letter will confirm that Public Consulting Group, LLC. ("PCG") is a commercial banking client of Citizens, NA ("the

Bank"). We have worked with PCG for many years and they have always handled their relationships in an exemplary fashion.

We act as administrative agent for a syndicated term loan currently in the amount of $31,125,000 and a $50,000,000 line of credit. The line of credit is unused at this time.

Overall, PCG is an excellent customer of the Bank and we value the relationship.

Should you have any further questions regarding PCG, please do not hesitate to call me at 781-367-2131.

Very truly yours, Deana Williamson

Senior Vice President

MICHAEL CONSTANTINO$ KEATING

Notary Public, Commonwealth of Massachusetts My Commission.Expires November 08, 2030

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C. CHANGE OF OWNERSHIP

No change in ownership is anticipated during the twelve (12) months following the solicitation due date.

D. OFFICE LOCATION

PCG is headquartered in Boston, MA and project team members are located throughout the country. Day-to-day oversight will be provided by the Maryland-based Project Manager and Denver-based Engagement Manager.

E. RELATIONSHIPS WITH THE STATE

Table 1 below demonstrates PCG’s established working relationship with the State of Nebraska by identifying state agency partners, project names, and contract numbers for contracts PCG has supported over the past ten years.

TABLE 1: PCG RELATIONSHIPS WITH NEBRASKA

State Agency Project Name Contract Number

NE DHHS Asset Verification System

(AVS)

Contract 82746 O4 (PCG Subcontractor)

NE DHS Cost Allocation and RMTS PO P26349239 with SHI

NE DOE VR Supported Employment Rates

Contract 42124

NE Executive Board of Legislative Council

Child Welfare Privatization Study

Contract 98821

NE DHHS School-Based Medicaid Contract 99234 O4

NE VR Worksite Skills Trainer Cost Study and Trainer Program

Contract 43408

NE DHHS Address Validation Contract 103297 O4

NE DHHS Policy Consulting Contract 87262 O4

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NE DHHS Child Care and Development Fund Subject Matter Expertise

Contract 105993 O4

NE DHHS Unwinding Eligibility Verification Services

Contract 106825 O4

NE DHHS SNAP Demonstration Waiver Evaluation for Nutritional Restrictions

Contract 114290 O4

NE DHHS Modernizing Systems Consulting Services

Contract 87262 O4

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F. BIDDER’S EMPLOYEE RELATIONS TO STATE

No party in this response is or was an employee of the State of Nebraska.

G. CONTRACT PERFORMANCE

PCG has not had a contract terminated for default and does not otherwise consistently track contracts that are terminated for convenience. Otherwise, PCG discloses that:

In September 2025, the Maryland Department of Aging terminated for convenience its contract with PCG, for the operation and hosting of a random moment time study (RMTS) software system, after the state decided to transition its RMTS process to an internal system. PCG otherwise performed all services to the satisfaction of the client and was fully compensated for all services rendered.

In March 2025, the South Dakota Department of Health terminated for convenience its contract with PCG, for technical support on the state’s Community Information Exchange, after being notified that related federal funding had been eliminated. PCG otherwise performed all services to the satisfaction of the client and was fully compensated for all services rendered.

In March 2025, the Minnesota Department of Health terminated for convenience a contract with PCG, to help employees acknowledge the after-effects caused by the pandemic, with only a few days remaining, after the agency received notice that related federal funding had been eliminated. PCG otherwise performed all services to the satisfaction of the client and was fully compensated for all services rendered.

In May 2024, the California Correctional Health Care Services Agency terminated for convenience a contract with PCG, which had gone into effect in August 2023, for information technology project management services, under a budget contingency clause as a result of a reduction in funding under the California State Budget Act. PCG otherwise performed all services to the satisfaction of the client and was fully compensated for all services rendered.

In July 2023, the South Dakota Department of Education terminated for convenience a contract with PCG, which had gone into effect in August 2021, for services intended to improve the efficiency of the special education accountability system, after determining that the services were no longer needed. PCG was otherwise fully compensated for all services rendered.

In 2023, with the end of the public health emergency, the New Jersey Department of Health ended its statewide program of Covid-19 contact tracing services, which PCG had successfully managed throughout its term. As a

Public Consulting Group LLC 9 result, after the project was wound down, NJ DOH terminated its contract with PCG for convenience.

In 2022, rather than require a third amendment to PCG’s 2021 contract providing a broad range of services, Broward County Public Schools decided to terminate the contract for convenience and execute a new contract with PCG. The new contract maintained the same term as the original contract and called for many of the same software services and associated compensation as the original contract.

In 2022, the California Department of Corrections and Rehabilitation terminated for convenience a staff augmentation contract for two positions. PCG continued to provide substantial services to the agency pursuant to other contracts.

In May 2022, PCG had a contract to provide Independent Verification and Validation Services for the Office of Systems Integration of the California Health and Human Services Agency was terminated for convenience after the contract was extended twice to allow a procurement process to be completed, and after the compensation amount was increased. PCG successfully completed all services it was asked to perform, and the client agency paid PCG for those services.

Effective in July 2019, PCG entered into a one-year contract with the Mississippi Department of Rehabilitation Services (MDRS), to provide individualized pre-employment transition services (Pre-ETS) for students with disabilities. While the contract was renewed by MDRS, for an additional year, MDRS later sought to exponentially expand Pre-ETS and issued a new request for proposals. MDRS again awarded PCG the expanded procurement. As a result, in February 2021, MDRS (i) executed a new Pre-ETS contract with PCG that both incorporated its old contract and the new procured services and

(ii) terminated for convenience the original Pre-ETS contract with PCG.

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H. SUMMARY OF BIDDER’S CORPORATE EXPERIENCE

PCG is a consulting, operations, and technology firm that has dedicated itself almost exclusively to serving the public sector for more than 40 years. As a result, we have developed a deep understanding of the legal and regulatory requirements and fiscal constraints that often dictate a public agency’s ability to meet the needs of the people it serves. We are honored to have helped thousands of public sector organizations improve outcomes for individuals by implementing a range of solutions to maximize resources, make better management decisions using performance measurement techniques, improve business processes, achieve and maintain federal and state compliance, and promote equitable systems and practices.

PCG has specifically assisted health and human services agencies in managing disability programs for over 30 years and has subject matter expertise in programs for individuals who with disabilities, including physical and intellectual and developmental, and are deeply committed to person-centered practices, community living, and community integration.

While PCG’s experience includes strategic plan evaluations and disability systems assessments, much of our work has focused on the core domains that comprise state Olmstead implementation efforts, including Home and Community Based Services (HCBS) expansion, integrated employment, community housing, transportation access, person-centered planning, HCBS Settings Final Rule compliance, and community integration activities. Through this work< PCG has partnered with states to identify barriers to community living, improve access to services in the most integrated settings possible, strengthen accountability systems, and support implementation of policies that advance Olmstead principles.

PCG is the right partner for DHHS on this engagement. With PCG, DHHS will have a partner who is not only committed to community living for individuals with disabilities but has a proven track record of doing just that in states across the country. Our project staff have the skills and experience to produce exemplary work that exceeds DHHS’ expectations and supports the goals of Olmstead.

Reason 1: Our team of national experts bring deep subject matter expertise in Olmstead and community living and integration.

PCG’s Aging and Disability Center of Excellence supports state disability agencies nationwide, with deep expertise in HCBS, community integration, disability employment, and self-direction. Our team brings direct state government experience, including with Money

Follows the Person and Home and Community-Based Services programs.

Reason 2: Successful track record working in the State of Nebraska. PCG has worked with multiple state agencies in Nebraska, including several engagements with DHHS. Our deep-rooted understanding of Nebraska’s programs and disability landscape will

Public Consulting Group LLC 11 enable us to provide a tailored evaluation of the Nebraska Olmstead Plan.

Reason 3: Person-centered thinking is foundational to our work.

Our commitment to and focus on person-centered practices makes us distinct among management consulting firms. At the core of our work is the fundamental belief that people with disabilities deserve to live the lives of their choosing, and we recognize the critical role disability service systems play in enabling this choice, independence, and community integration. We bring to this engagement best practices, knowledge, expertise, and passion for improving the lives of people receiving services.

THREE SIMILAR PREVIOUS PROJECTS

PCG has extensive experience helping states across the country improve their programs serving people with disabilities, including Olmstead compliance and community living and integration. The projects presented in Table 2 below demonstrate PCG's extensive experience conducting evaluations, strategic planning, stakeholder engagement, and technical assistance initiatives that are highly comparable to the Nebraska Olmstead Plan Evaluation. Similar to this solicitation, these engagements required PCG to assess existing programs and strategic plans; evaluate outcomes, benchmarks, and system performance; conduct quantitative and qualitative research; engage individuals with disabilities, family members, advocates, providers, and government partners; identify barriers to community integration; and develop actionable recommendations to improve service delivery and policy outcomes.

Although these engagements addressed different disability and human services initiatives, each required PCG to perform functions that are central to this project, including evaluating strategic plans and programs, assessing outcomes and benchmarks, conducting qualitative and quantitative analysis, engaging individuals with disabilities and other stakeholders, identifying systemic barriers, facilitating cross-agency collaboration, developing communications materials, providing technical assistance, and translating evaluation findings into actionable recommendations.

Collectively, these projects demonstrate PCG's ability to successfully perform the work required under this solicitation and support Nebraska through evaluation, stakeholder engagement, strategic planning, communications, and implementation support.

TABLE 2: MATRIX OF THREE SIMILAR PROJECTS

Los Angeles County Aging & Disabilities Department Disability Services Strategic Plan Project Description Developed a countywide disability services strategic plan and implementation plan through stakeholder engagement, service mapping, policy review, surveys, interviews, and focus groups.

Project Timeline and Budget

Time Period: 4/14/2025 -1/31/2026 Scheduled Completion Date: 1/31/2026 Scheduled Budget: 199,277.80 Actual Completion Date: 1/31/2026 Actual Budget: 199,277.80

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Similarities to Solicitation

Similar to the Nebraska Olmstead Plan Evaluation this project focused on disability services system assessment, stakeholder engagement, identification of service gaps and barriers, strategic planning, and implementation planning. The engagement emphasized input from individuals with disabilities, advocates, service providers, and government agencies and resulted in actionable recommendations to strengthen community-based supports, promote inclusion, and improve outcomes for individuals with disabilities. Similar to Nebraska's goals, the project centered on person-centered practices, cross-system collaboration, and improving opportunities for individuals with disabilities to live and participate fully in their communities.

Bidder Responsibilities

Stakeholder engagement, service mapping, surveys, focus groups, strategic planning, implementation planning, and recommendations development.

Customer Contact Information

Alexander Gonez Program Manager, Disability Services & Supports Los Angeles County Aging & Disabilities Department Phone number: 213-320-8725 Fax Number: N/A Agonez@ad.lacounty.gov

Maine DHS Maine CDC Alzheimer's Disease and Related Dementias Evaluation Project Description Evaluated statewide ADRD initiatives, conducted needs assessment, developed strategic and implementation plans, and evaluated outcomes and performance measures.

Project Timeline and Budget

Time Period: 2/2021-12/2026 Scheduled Completion Date: 12/2026 Scheduled Budget: $932,389 Actual Completion Date: In Progress Actual Budget: $932,389

Similarities to Solicitation

This project involved evaluating implementation of a statewide strategic plan, assessing outcomes and performance measures, conducting quantitative and qualitative data analysis, engaging diverse stakeholders, and developing recommendations and implementation strategies. Similar to the Nebraska Olmstead Plan evaluation, PCG assessed progress toward strategic goals, identified gaps and barriers, and supported continuous quality improvement through evaluation and planning activities.

Bidder Responsibilities

Needs assessment, program evaluation, stakeholder engagement, strategic planning, implementation planning, survey design, qualitative and quantitative analysis.

Customer Contact Information

Marissa Romano, MPH Alzheimer’s Disease and Related Dementias Program Manager Phone Number: (207) 441-0894 Fax Number: (207) 287-3005 Marissa.Romano@maine.gov

City of Austin Office of Civil Rights Quality of Life Study for People with Disabilities Project Description Conducted a quality-of-life assessment for individuals with disabilities through surveys, stakeholder engagement, focus groups, interviews, and data analysis.

Project Timeline and Budget

Time Period: 4/2021-7/2022 Scheduled Completion Date: 7/2022 Scheduled Budget: $199,670 Actual Completion Date: 7/2022 Actual Budget: $199,670

Similarities to Solicitation

This project focused on understanding the experiences, needs, and barriers faced by individuals with disabilities through extensive stakeholder engagement, surveys, Public Consulting Group LLC 13 focus groups, and data analysis. Like Nebraska's Olmstead Plan, the project emphasized community participation, accessibility, quality of life, and the incorporation of lived experience into policy recommendations and future planning efforts.

Bidder Responsibilities

Survey design and administration, stakeholder engagement, focus groups, interviews, community power analysis, and report development.

Customer Contact Information

Carol Johnson Civil Rights Officer, City of Austin Phone Number: 512-978-1534 Fax Number: 512-974-2405 Carol.Johnson@austintexas.gov

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I. SUMMARY OF BIDDER’S PROPOSED PERSONNEL/MANAGEMENT

APPROACH

PCG is excited to bring an exceptional team to this project who have expertise that aligns with the requirements in the RFP. Our team has deep expertise in disability programs, community living and integration, evaluation, communications, and stakeholder engagement. We will draw upon our local, state, and national expertise to support this engagement. Figure 1 below provides an organizational chart, which presents the reporting relationships of the project team.

FIGURE 1: ORGANIZATIONAL CHART

Table 3: Proposed personnel/management approach Table 3 below outlines the roles and responsibilities for each of the project team members, alongside a description of the team leadership structure and interface, support functions, and reporting relationships.

Resumes for each team member are provided after.

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TABLE 3: PROPOSED PERSONNEL/MANAGEMENT APPROACH

Brittani Trujillo Engagement Manager and Disability SME

Primary Responsibilities

Executive oversight, client relationship management, quality assurance, strategic guidance, executive review of key deliverables. Disability policy expertise, ADA and Olmstead compliance review, disability service systems consultation.

Leadership, Interface, Support, and Reporting

Serve as Engagement Manager and Disability Subject Matter Expert for the project, providing overall contract oversight, executive-level guidance, quality assurance, and strategic direction throughout the engagement. Serve as the primary escalation point for project risks, scope issues, and executive decision-making. Provide oversight to the Project Manager and support key interactions with DHHS leadership and the Olmstead Advisory Committee. Provide specialized knowledge of disability service systems, person-centered planning, community integration, ADA requirements, and Olmstead implementation. Support interpretation of findings, review recommendations, and ensure alignment with national disability policy and best practices. Provide support across project phases.

Sari Lelchook Project Manager

Primary Responsibilities

Day-to-day project management, schedule management, budget monitoring, deliverable coordination, client communications.

Leadership, Interface, Support, and Reporting

Serve as the primary point of contact for DHHS and be responsible for day-to-day management of all project activities. Coordinate project resources, monitor progress against milestones, facilitate communication among all team members, and oversee development of deliverables. Ensure all project staff coordinate project activities through the Project Manager. Ensure evaluation, stakeholder engagement, and recommendations align with Nebraska’s Olmstead goals and implementation priorities. Report to the Engagement Manager and provide overall leadership to the project team.

Monica Villarreal Stakeholder Engagement Lead

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Primary Responsibilities

Stakeholder engagement strategy, interviews, focus groups, facilitation, advisory committee support.

Leadership, Interface, Support, and Reporting

Direct stakeholder engagement activities and oversee interview and focus group design, facilitation, stakeholder outreach for disability advocates, service providers, people with lived experience, and advisory committee engagement.

Coordinate closely with the Evaluation Lead and Project Manager to ensure stakeholder feedback is incorporated into evaluation findings and plan recommendations. Report to the Project Manager.

Peter Buzby Communications Lead

Primary Responsibilities

Communications planning, messaging, dissemination strategy, presentations, fact sheets, infographics, communications products.

Leadership, Interface, Support, and Reporting

Develop the Communications Plan and supporting materials, working closely with DHHS to create messaging strategies and public-facing materials that communicate evaluation findings and plan recommendations. Coordinate with the Stakeholder Engagement Lead and Evaluation Lead to ensure communications products accurately reflect project findings. Report to the Project Manager.

Zach Murray Evaluation Lead

Primary Responsibilities

Evaluation design, methodology, data analysis, performance measurement, evaluation report development.

Leadership, Interface, Support, and Reporting

Manage evaluation activities, including development of the evaluation framework, outcome and benchmark assessment, qualitative and quantitative analysis, and preparation of the Olmstead Plan Evaluation Report. Oversee evaluation and analytical activities to ensure methodological rigor and alignment with best practices. Collaborate closely with the Senior Policy Analyst and subject matter experts. Report to the Project Manager.

James Nyberg Technical Assistance Lead

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Primary Responsibilities

Technical assistance planning and delivery, implementation support, systems improvement, capacity building, action planning, cross-system collaboration, Olmstead implementation support.

Leadership, Interface, Support, and Reporting

Provide technical assistance and implementation support to DHHS and partner agencies throughout the project. Translate evaluation findings into actionable strategies that advance community integration, person-centered practices, and Olmstead Plan goals. Support development of implementation tools, performance improvement approaches, and cross-system solutions related to housing, employment, behavioral health, and long-term services and supports. Collaborate closely with the Project Manager, Evaluation Lead, Stakeholder Engagement Lead, and subject matter experts to ensure technical assistance activities align with project findings and national best practices. Report to the Project Manager.

Mark Noyes Disability Employment Subject Matter Expert

Primary Responsibilities

Employment and workforce subject matter expertise, review of employment-related goals and recommendations.

Leadership, Interface, Support, and Reporting

Provide specialized expertise related to employment services, workforce development, supported employment, and competitive integrated employment practices. Contribute to assessment of Olmstead Goal 4 and assist in developing recommendations and implementation strategies. Work under the direction of the Evaluation Lead and Project Manager and support the Technical Assistance Lead.

Tim Yaecker Housing Subject Matter Expert

Primary Responsibilities

Housing policy and systems expertise, housing analysis, recommendations related to housing access and integration.

Leadership, Interface, Support, and Reporting

Bring subject matter expertise related to accessible, affordable, and integrated housing systems for people with disabilities. Support evaluation of housing-related outcomes and development of recommendations related to Olmstead

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Goal 2. Collaborate with the Evaluation Lead and Senior Policy Analyst and report through the Project Manager.

Paul Phares Behavioral Health Subject Matter Expert

Primary Responsibilities

Behavioral health systems expertise, community integration strategies, behavioral health recommendations.

Leadership, Interface, Support, and Reporting

Provide expertise regarding behavioral health systems, community-based supports, and service integration for individuals with behavioral health needs. Contribute to analysis of barriers, system improvement opportunities, and recommendations related to community integration and service access. Support evaluation and recommendation development activities and report through the Project Manager.

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Brittani Trujillo Associate Manager

Brittani Trujillo, an Associate Manager located in Denver, CO will serve as the Engagement Manager and Disability Subject Matter Expert (SME). Brittani understands that successful completion of the project requires a structured, collaborative approach that combines evaluation, stakeholder engagement, strategic planning, and technical assistance to support meaningful revisions to Nebraska's Olmstead Plan. Brittani has more than 20 years of experience in a vast array of health and human services programs with specific focus on aging and disability services, stakeholder engagement, system redesign, and public policy. Brittani has significant expertise in community-based programs and state government and has been involved in strategic planning, evaluation, and implementation. Brittani has a proven history working with state staff and their stakeholders with knowledge of the political and programmatic structure. Brittani is an Ambassador for Charting the LifeCourse and is certified in person-centered thinking.

RELEVANT EXPERIENCE

Massachusetts Executive Office of Aging & Independence Home Care Sustainability (April 2026 – June 2026): Engagement Manager

Project: Provide project management, content development, policy analysis, and implementation support for the Home Care Program. The project team is responsible for developing and maintaining a project charter, master work plan, and governance support. In addition, the team is conducting targeted, decision-focused analysis, developing sustainability options with financial impact estimates, developing regulation amendments, supporting stakeholder engagement, and developing detailed system functional and technical requirements for a new system procurement.

Brittani Trujillo: As Engagement Manager, leads the team to ensure contract compliance, adequate staffing, and quality deliverables.

County of Los Angeles, Department of Aging and Disabilities Disabilities Strategic Plan Development (April 2024 – February 2025): Engagement Manager

Project: Assist in the development of a strategic plan for disability services in Los Angeles County, California. The team developed and is administering a survey to understand current gaps, barriers, and challenges experienced by individuals with disabilities. In addition, the team will conduct key informant interviews, facilitate focus groups and visioning sessions to develop a strategic plan and implementation plan for disability services.

Brittani Trujillo: As Engagement Manager, leads the team to ensure contract compliance, adequate staffing, and quality deliverables. Also provides subject matter expertise regarding disability services and services in California.

State of Alabama, Alabama Department of Senior Services Older Americans Act Final Rule Implementation (April 2025 – December 2025): Engagement Manager

Project: Support Alabama’s Department of Senior Services (DSS) to comply with the Older Americans Act Final Rule of 2024. Work includes reviewing current rules and policies, identifying areas of non-compliance, and supporting the development/revision of rules and polices to comply. PCG is also support the development of DSS’ Corrective Action Plan and will support implementation of the plan. The team is also developing training for the system and will provide training virtually.

Brittani Trujillo: As Engagement Manager, leads the team to ensure contract compliance, adequate staffing, and quality deliverables.

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State of Kansas, Department for Aging and Disability Services TCM Study (June 2023 – June 2024); CSW Waiver (March 2024 – Present): Engagement Manager

Project: Evaluate the current TCM system and provide recommendations for system transformation that complies with the conflict-of-interest requirements. Develop a new HCBS waiver for individuals with I/DD, develop new service definitions and rates, support the CMS submission and approval process; build provider capacity; provide grants management for system transformation and employment opportunities for individuals with I/DD; website development and maintenance; stakeholder engagement.

Brittani Trujillo: As Engagement Manager, leads the team to ensure contract compliance, adequate staffing, and quality deliverables. Provides subject matter expertise regarding HCBS waivers, services, quality, case management, and grants management. The team is collaborating with multiple state agencies to develop the new waiver, develop grant programs, and provide full life cycle grants management.

State of California, Department of Developmental Services Home and Community Based Settings Site Assessments (January 2020 – September 2022): Project Manager/Quality Assurance Lead

Project: Work with internal team on site assessment tool development, as well as work with stakeholders.

Develop quality assurance metrics for site assessors and quality assurance staff. Provider oversight and direction for quality assurance of site assessment reports. Provide recommendations to the agency regarding provider site compliance. Review provider self-assessments and documentation to determine final compliance.

Brittani Trujillo: As Project Manager and Quality Assurance Lead, worked with internal team on site assessment tool development and stakeholder engagement. Developed quality assurance metrics for site assessors and quality assurance staff. Responsible for provider oversight and direction for quality assurance of site assessment reports. Provided recommendations to the agency regarding provider site compliance. Reviewed provider self-assessments and documentation to determine final compliance.

State of California, Department of Health Care Services Home and Community Based Services Settings Statewide Transition Plan (January 2020 – June 2022):

Project Manager/Subject Matter Expert

Project: Developed the final Statewide Transition Plan. Trained providers and case management agencies on the HCBS Final Rule. Supported providers in developing Remediation Work Plans. Developed a new individual service plan for an HCBS waiver to comply with the HCBS Final Rule. Trained providers and care coordinators on the HCBS Final Rule, Person-Centered Planning, and the new individual service plan.

Brittani Trujillo: Managed and coordinated a project team of more than 20 individuals. Facilitated weekly client meetings and more than 6 stakeholder meetings to develop the individual service plan. Facilitated more than 9 webinars totaling more than 500 attendees. Developed a desk guide for care coordinators to support their development of an individual service plan.

City of Austin, State of Texas Disability Quality of Life Study (April 2021 – June 2022): Project Manager

Project: PCG was contracted to develop and administer of Quality of Life Study for people with a disability living and/or working in Austin, Texas.

Brittani Trujillo: As Project Manager, had primary oversight responsibility for a team enlisted to develop and administer of Quality of Life Study for people with a disability living and/or working in Austin. Developed presentation materials and conducted stakeholder engagement (focus groups and large meetings). Met and collaborated with the Mayor’s Committee for People with Disabilities. Conducted a Community Power Analysis. Developed a final report with recommendations for the City of Austin.

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PROFESSIONAL BACKGROUND

Public Consulting Group Boston, MA – January 2020 – Present

Colorado Department of Health Care Policy and Financing Denver, CO – November 2013 – January 2020

EDUCATION

University of Colorado Denver Denver, Colorado Master of Business Administration with a concentration in Change Management, 2011

University of Northern Colorado Denver, Colorado Master of Arts in Community Counseling, 2006

CERTIFICATION / PUBLICATIONS / SPECIAL SKILLS

Person-Centered Thinking – 2014 Charting the Life Course Ambassador – 2020

REFERENCES

Name Seth Kilber Assistant Commissioner of Long Term Services & Supports Kansas Department of Aging and Disability Services

Address:

503 S. Kansas Ave.

Topeka, KS 66603

Phone 785-506-7429 Email Seth.Kilber@ks.gov

Name Nick Nyberg Programs & Planning Division Chief Alabama Department of Senior Services

Address: 201 Monroe St #350 Montgomery, AL 36104

Phone 334-24-5767 Email Nick.Nyberg@adss.alabama.gov

Name Lynn Vidler Assistant Secretary Massachusetts Executive Office of Aging & Independence

Address: One Ashburton Place, Boston, MA 02108

Phone 781-531-3749 Email Lynn.Vidler@mass.gov

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Sari Lelchook, MPH Senior Consultant

Sari Lelchook will serve as the Project Manager and understands the importance of coordinating project activities, managing timelines and deliverables, facilitating stakeholder engagement, and ensuring all project components support the overall evaluation and revision process.. Sari has more than 15 years of experience supporting health and human services programs, specializing in long-term services and supports (LTSS) and home and community-based services (HCBS). She has worked extensively with federal and state agencies, providing expertise in stakeholder engagement, technical assistance, project management, program evaluation, and system redesign. Sari has led numerous initiatives focused on community integration, quality improvement, and system redesign.

RELEVANT EXPERIENCE

State of Kansas, Department for Aging and Disability Services (KDADS) Community Support Waiver Consultant Services (February 2024 – June 2026: Community Support Waiver Development Project Manager

Project: Lead development of the Community Support Waiver to enhance services for individuals enrolled in or waiting for I/DD waiver services. Support system redesign efforts to improve transparency and accountability within Community Developmental Disability Organizations (CDDOs), implement a conflict-free case management model, and oversee grant programs that help sheltered workshop providers achieve HCBS Final Settings Rule compliance.

Sari Lelchook: Provided project management support for the development of a new Section 1915(c) Home and Community-Based Services (HCBS) waiver for individuals with intellectual and developmental disabilities (I/DD). Led cross-functional planning efforts with the Kansas Department for Aging and Disability Services (KDADS) to develop waiver services, service definitions, provider qualifications, participant safeguards, and cost neutrality requirements. Managed stakeholder engagement activities, including a Technical Advisory Group, public town halls, interagency meetings, stakeholder outreach, and project communications. Conduct peer-state research and interviews to identify best practices, support a provider Community of Practice, and oversee development of implementation resources.

State of Minnesota, Department of Human Services, Grants, Equity, Access and Research (GEAR) Division Long-Term Services and Supports Workforce Incentive Fund (March 2024 – Present): Project Manager

Project: Administer the Minnesota Care Force Incentive, overseeing distribution of $83.5 million in LTSS workforce funding to eligible employers. Lead program implementation, including development of a web-based application portal, technical assistance, application review, funding recommendations, fund disbursement, compliance monitoring, audits, and outreach activities to support broad provider participation.

Sari Lelchook: Provide project management leadership for the design and implementation of workforce retention incentive programs. Lead stakeholder engagement, application process design, program operations, communications, and audit activities, including development of application systems, eligibility criteria, guidance materials, public-facing resources, and help desk support. Oversee project timelines, budget, quality assurance reviews, risk mitigation, and delivery of all program milestones and state-required deliverables.

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State of California, Department of Health Care Services, Managed Care Quality and Monitoring Division

Providing Access and Transforming Health (PATH) Third Party Administrator (July 2022 – August 2023):

Project Management Office (PMO) Lead (July 2022 – February 2023), Capacity and Infrastructure, Transition, Expansion, and Development (CITED) Grant Manager (February 2023 – August 2023)

Project: Third Party Administrator (TPA) for the Providing Access and Transforming Health (PATH) Program. PATH is a five-year, $1.85 billion initiative to build up the capacity and infrastructure of on-the-ground partners to successfully participate in the Medi-Cal delivery system. As the TPA, PCG will administer the four ECM/Community Supports (ILOS) PATH initiatives authorized under the State’s 1115 waiver.

Sari Lelchook (PMO Lead): Provide oversight of the CITED and Justice-Involved Planning and Capacity Building grant initiatives, ensuring effective implementation and alignment with program goals. Manage the PATH project, including development of policies and procedures, project scope, timelines, and deliverables to support program administration and compliance.

Sari Lelchook (CITED Grant Manager): Manage the Capacity and Infrastructure, Transition, Expansion, and Development (CITED) initiative, overseeing budget, risk, scope, stakeholder engagement, schedules, and deliverable development. Directed administration of approximately $350 million in funding across two award rounds supporting nearly 300 awardees, ensuring program compliance, effective implementation, and alignment with strategic objectives.

State of California, Department of Health Care Services (DHCS) Remediation of Settings Assessment and Statewide Transition Plan (May 2021 – June 2022): Task Lead

Project: Provide comprehensive support to the Department of Health Care Services (DHCS) in achieving compliance with the Home and Community-Based Services (HCBS) Settings Rule. Lead provider transition and remediation efforts, develop and deliver compliance and person-centered planning training, support Statewide Transition Plan (STP) development, prepare heightened scrutiny submissions for CMS review, and implement stakeholder communication strategies. Review provider remediation plans and provide recommendations to support successful compliance and continuity of community-based services.

Sari Lelchook: Develop a comprehensive Individual Service Plan (ISP) framework for the Assisted Living Waiver, along with supporting materials to guide consistent and compliant implementation. Convene and facilitate stakeholder workgroup meetings to gather input, build consensus, and inform the development of person-centered processes and tools. Design and deliver training for providers and case management agencies to support effective adoption of the ISP framework and ensure alignment with program requirements and best practices.

PROFESSIONAL BACKGROUND

Public Consulting Group Boston, MA – September 2021 – current

Truven Health Analytics/IBM Watson Health Bethesda, MD – November 2011 – September 2021

EDUCATION

The George Washington University Washington, District of Columbia

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Master of Public Health, 2019

University of Maryland, College Park College Park, Maryland Bachelor of Science in Nutritional Science, 2010

PUBLICATIONS

Kasten J, Lewis E, Lelchook S, Feinberg LF, Hado E. Recognition of Family Caregivers in Managed Long- Term Services and Supports. AARP Public Policy Institute; April 2020.

https://doi.org/10.26419/ppi.00090.001

REFERENCES

Name Carol Anthony Director of Grants, Equity, Access and Research (GEAR) Division Aging and Disability Services, Minnesota Department of Human Services

Address:

444 Lafayette Road N., St. Paul, MN 55155

Phone 651-431-6334 Email Carol.anthony@state.mn.us

Name Seth Kilber Assistant Commissioner of Long Term Services & Supports Kansas Department of Aging and Disability Services

Address:

503 S. Kansas Ave.

Topeka, KS 66603

Phone 785-506-7429 Email Seth.Kilber@ks.gov

Michel Huizar Branch Chief, Managed Care Program Oversight California Department of Health Care Services

Address:

Managed Care Quality & Monitoring Division P.O. Box 997413, MS 4400 Sacramento, CA 95899-7413

Phone 916-266-3606 Email michel.huizar@dhcs.ca.gov

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Monica Villarreal Consultant

Monica Villarreal will serve as the Stakeholder Engagement Lead. Monica understands that stakeholder engagement is a core component of the evaluation process and that input from individuals with disabilities, families, providers, advocates, and state partners must be incorporated throughout project development and recommendation refinement. Monica has ten years of experience developing, reviewing, and evaluating programs and services to improve the lives of individuals with disabilities, including stakeholder engagement, system redesign, and public policy. The following examples demonstrate her experience and expertise in supporting individuals with disabilities across different issue areas.

RELEVANT EXPERIENCE

Territory of Puerto Rico, Department of Health Money Follows the Person (MFP) Program Oversight (June 2026 – Present): Deputy Project Manager

Project: The Puerto Rico Department of Health, Medicaid Program engaged Estudios Tecnicos, Inc. (ETI) in collaboration with PCG (as subcontractor) to assist with their development of an operational protocol for the MFP demonstration program for the territory.

Monica Villarreal: As the Deputy Project Manager, she assists the project manager and ETI in the administration of the project, working on tasks as assigned. She engages closely with the client and adjusts work as needed. She also conducts research and analysis to inform the work towards developing the MFP demonstration project.

State of New Hampshire, Department of Health and Human Services Business Process Review (January 2026 – June 2026): Peer State Research Lead

Project: The New Hampshire Department of Health and Human Services (DHHS) engaged PCG to address significant backlogs in Medicaid Long-Term Care (LTC) applications and redeterminations, which were causing lengthy delays for residents seeking nursing facility or home and community-based services. PCG was contracted to conduct a comprehensive review of the State’s LTC financial eligibility processes and develop an evidence-based, actionable plan for streamlining operations, reducing processing times, identifying efficiency opportunities, and improving the experience of applicants and staff.

Monica Villarreal: Leads peer state research, including in Georgia, Florida, Michigan, Colorado, Pennsylvania, Rhode Island, and Maine. She connected with staff overseeing the Medicaid financial eligibility process for Long-Term Care and scheduled, hosted and transcribed interviews.