Legislation Details

File #: 26-548    Version: 1 Name:
Type: Resolution Status: Agenda Ready
File created: 5/18/2026 Departments: HEALTH
On agenda: 6/16/2026 Final action:
Title: Adopt a resolution authorizing a fourth amendment to the agreement with The Wilshire Group Associates, LLC to provide revenue cycle advisor services, extending the term of the agreement by one year through May 31, 2027, and increasing the amount of the agreement by $350,000, to an amount not to exceed $2,850,000.
Attachments: 1. 20260616_r_The Wilshire Group Associates, LLC, 2. 20260616_a_The Wilshire Group Associates, LLC
Date Ver.Action ByActionResultAction DetailsMeeting DetailsVideo
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Special Notice / Hearing: None__
Vote Required: Majority

To: Honorable Board of Supervisors
From: Colleen Chawla, Chief, San Mateo County Health
Chester J. Kunnappilly, MD, Chief Executive Officer, San Mateo Medical Center
Subject: Fourth Amendment to the Agreement with The Wilshire Group Associates, LLC to Provide Revenue Cycle Advisor Services

RECOMMENDATION:
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Adopt a resolution authorizing a fourth amendment to the agreement with The Wilshire Group Associates, LLC to provide revenue cycle advisor services, extending the term of the agreement by one year through May 31, 2027, and increasing the amount of the agreement by $350,000, to an amount not to exceed $2,850,000.

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BACKGROUND:
To support the implementation of San Mateo County Health's and San Mateo Medical Center's (SMMC) new electronic health record system, Epic, a Request for Proposals for an Epic Transition Business Advisor to provide revenue cycle advisory services for the Epic transition was completed in June 2023. Trifecta Group, Inc. (Trifecta) was elevated due to their knowledge and expertise of California safety net public hospitals, Federally Qualified Health Center (FQHC) billing, and the Epic system.

On October 17, 2023, this Board approved an agreement with Trifecta for the term of October 1, 2023, through September 30, 2025, in an amount not to exceed $1,000,000. This agreement has gone through multiple amendments, reassigning the original agreement from Trifecta to The Wilshire Group Associates, LLC (Wilshire) incident to Wilshire's acquisition of Trifecta, extending the term of the agreement through May 31, 2026, and increasing the maximum amount expendable of the agreement to an amount not to exceed $2,500,000.

DISCUSSION:
SMMC has an ongoing need for revenue cycle optimization and stabilization services in Epic. Wilshire has provided expertise in account adjustments, accounts receivable monitoring, FQHC claims processing and submission, and work-que...

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