To: Board of Supervisors
From: Dr. Grant Colfax, Health Services Director
Report Title: Contract #23-667-3 with Jorge Pena Consulting LLC
☒Recommendation of the County Administrator ☐ Recommendation of Board Committee
RECOMMENDATIONS:
APPROVE and AUTHORIZE the Health Services Director, or designee, to execute on behalf of the County contract #23-667-3 with Jorge Pena Consulting LLC, a limited liability company, in an amount not to exceed $666,750, to provide consultation, system planning, and project management services for County’s Health Services Department’s Patient Accounting and Information Technology Unit, for the period January 1, 2026 through December 31, 2027.
FISCAL IMPACT:
Approval of this Contract will result in contractual expenditures of up to $666,750 over a two-year period and will be funded 100% by Hospital Enterprise Fund I revenues.
BACKGROUND:
This Contract meets the needs of the County by providing integral expertise to the Patient Accounting and Information Technology Units. Contractor has in-depth knowledge of the Behavioral Health Services Division (BHSD)’s billing processes including the legacy systems as well as the current systems being used by BHSD. In addition, Contractor has years of experience with Short-Doyle Medi-Cal claiming requirements and State reporting requirements and has been a resource to BHSD for State required transactions. Contractor was involved with the migration from InSyst (PSP) to ShareCare and Epic and SmartCare and has historical knowledge of the County’s needs and processes.
This Contract is entered into under and subject to the following legal authorities: California Government Code §§ 26227 and 31000. This contract was approved by Health Services Personnel to ensure there is no conflict with labor relations. The Patient Accounting and Information Technology Unit’s Contract Monitoring staff meet on a regular basis to ensure monitoring of performance measures set forth in the contract are upheld. This Contractor was approved by the Public Works Department’s Purchasing Division on August 27, 2025.
On November 7, 2023, the Board of Supervisors approved contract #23-667-2 with Jorge Pena Consulting LLC, in the amount of $635,000, for the provision of consultation, technical support, training, system planning, and project management regarding the Department’s information systems, including the Behavioral Health billing system and Contra Costa Health Plan’s Utilization Review and Hospital billing system for the period January 1, 2024 through December 31, 2025.
Approval of Contract #23-667-3 will allow the Contractor to continue to provide consultation and technical support to the County’s Health Services Department’s Patient Accounting and Information Technology Unit through December 31, 2027. This Contract includes a limitation of liability provision limiting the Contractor’s liability to an amount equal to the total amount paid to Contractor under the work order giving rise to a claim.
CONSEQUENCE OF NEGATIVE ACTION:
If this Contract is not approved, the County will not have access to the Contractor’s expertise in data analytics consulting and technical assistance needed to support the Health Services Department’s Patient Accounting and Information Technology Units.