Behavioral Health Administration Quality Assurance Consulting Services Integrated

Behavioral Health Administration Quality Assurance Consulting Services Integrated Solutions Group LLC Forensic Project: August Assessment Report September 5, 2017 9/5/2017 © Copyright Integrated Solutions Group. All Rights Reserved. 1

ü Assessment Interviews ü Documentation Discovery ü Operational Meetings and Observations ISG Assessment Framework 1. Project Integration 2. Scope Management 3. Schedule Management 4. Budget Management 5. Quality Management 6. Resource Management 7. Communications Management 8. Risk Management 9. Procurement Management 10. Stakeholder Management 9/5/2017 © Copyright Integrated Solutions Group. All Rights Reserved. 2

CARLA will: q Replace two (2) legacy systems that will serve WSH, ESH and CSTC q Track competency evaluations and restorations q Address federal court order from Trueblood class action lawsuit q Interface with psychiatric hospital EHR and communitybased BHO system (long-term goal) 9/5/2017 © Copyright Integrated Solutions Group. All Rights Reserved. 3

9/5/2017 © Copyright Integrated Solutions Group. All Rights Reserved. 4

q Closed 2 QA recommendations (1 was high priority) q Lowered risk rating in 1 assessment category q Highest risk areas continues to be schedule • Continue to track one (1) month behind schedule • Not worsening, yet Evaluation/Restoration module the most complex yet q New recommendation • Closely monitor schedule and resources; re-evaluate baseline at end of Evaluation/Restoration module 9/5/2017 © Copyright Integrated Solutions Group. All Rights Reserved. 5

Impact Trending July Assessment Aug Assessment 8. 0 Risk 5. 1 5. 0 7. 0 4. 0 5. 0 7. 0 5. 0 3. 9 3. 5 4. 5 6. 0 2. 5 3. 5 5. 0 4. 0 3. 8 3. 0 4. 5 6. 0 2. 5 3. 5 5. 0 4. 0 9. 0 Procurement 2. 0 10. 0 Stakeholder 7. 0 4. 0 Overall Project Rating 1. 0 Integration 2. 0 Scope 3. 0 Schedule 4. 0 Cost 5. 0 Quality 6. 0 Human Resource 7. 0 Communications 9/5/2017 © Copyright Integrated Solutions Group. All Rights Reserved. 6 * Down arrow reflects a lower or improved risk rating Baseline Assessment Management Category

q Completed development of Court Order Module and completed two (2) separate rounds of UAT q Began planning and development of Evaluation/ Restoration module q Conducted a second meeting of the Forensic Advisory Committee (FAC) q Drafted a charter for the FAC q Updated the project plan (. mpp) with high-level Organizational Change Management (OCM) tasks and activities 9/5/2017 © Copyright Integrated Solutions Group. All Rights Reserved. 7

q Enlisted the assistance of an OCM certified consultant q Continued to report on late tasks and staff allocations q Formally submitted revised Investment Plan to OCIO q Shared results of data conversion analysis and received guidance from Governance q Exercised the change management plan with a change request that was deferred by Governance 9/5/2017 © Copyright Integrated Solutions Group. All Rights Reserved. 8

q Schedule is the biggest risk area: Module Percent Complete 88% 9% 0% Court Order Evaluation/Restoration Scheduling/Delays Start Date 6/30/17 8/1/17 9/26/17 q Continue to track one (1) month late: 9/5/2017 § Closely monitor resources and schedule progress § Consider over-time for staff § Re-evaluate baseline schedule if don’t catch up © Copyright Integrated Solutions Group. All Rights Reserved. 9 End Date 8/8/17 9/25/17 11/17/17

q Hiring of Communication Manager within BHA § 9/5/2017 Project is exploring leveraging an existing resource to develop a Communication Plan © Copyright Integrated Solutions Group. All Rights Reserved. 10

# 1. 2 2. 3 3. 5 6. 1 8. 1 9/5/2017 High Priority Recommendation Status Formalize the Forensic Advisory Committee’s purpose, expectations and membership by developing Ina workgroup charter and initiating member participation progress Formulate a communication strategy for educating the court on potential impacts of new or revised Incourt orders progress Continue to closely monitor and report out on the schedule; re-evaluate the baseline schedule when New the Evaluation/Restoration module is complete In. Closely monitor staffing allocations and progress against the baseline plan to identify potential progress resource gaps as early as possible Develop a formal Risk Management Plan and incorporate active risk management in Governance meetings and status reporting © Copyright Integrated Solutions Group. All Rights Reserved. 11 Inprogress