• Table of Contents
• Abstract
• Part 1: Systems Assessment and Gap Analysis
• Part 2: Demonstration design
• Part 3: Organizational Structure, Staffing Plan, and Budget
• Part 4: Assurances
• Part 5: Attachments and Appendices
• Attachment 1: Notice of Intent to Apply
• Attachment 2: Prohibited Use of Grant Funds
• Attachment 3: Resumes
• Attachment 4: Budget and Maintenance of Effort (MOE) Forms
• Attachment 5: Project Profile
• Appendix A: Executive Orders and Legislation
• Appendix B: Descriptions of HCB Programs
• Appendix C: Medicaid Program Budgets By State Fiscal Year
• Appendix D: Copy of Survey and List of participants
• Appendix E: Letters of Support
• Appendix F: Agency and Unit Organizational Charts
• Appendix G: Supporting Budget Documents
• Appendix H: Sample of  Routine Scheduled Stakeholder Meetings
• Appendix I: Quality Management Matrix
• Proposal in PDF format
• MFP Demonstration Proposal home

• Doing business with DADS home

Other DADS resources

• Help for Texans
• Learn about DADS
• Doing business with DADS
• Rules and statutes
• DADS home

Part 5: Attachments and Appendices

Attachment 3: Resumes

Key Project Staff

The Project Director will perform high-level managerial work overseeing the daily operations and activities of the Money Follows the Person grant. Work involves planning, developing, and implementing the grant and/or providing consultative services and technical assistance to program staff, governmental agencies, community organizations, or the general public.  The project director will be responsible for overseeing the operational protocol development, establishing goals, objectives, and priorities; coordinating and evaluating project activities; and monitoring budget requests. The project director will work to increase the percentage of dedicated HOME and Tenant Based Rental Assistance (TBRA) vouchers dedicated to persons with long-term services and support needs and serve as the liaison to the Texas’ housing authority, Texas Department of Community Affairs, local public housing authorities, and the promoting independence advisory committee. The project director will represent the program at stakeholder meetings, public hearings, conferences, and committees and will identify areas for improvement.

Marc Gold is the Manager of Texas’ Promoting Independence (Olmstead) Initiative. Mr. Gold has graduate degrees from Columbia University and Emory University in neuropsychology. In Texas, Mr. Gold has over 21 years of directing long term care programs and policy in the context of several different managerial positions including Director of Long Term Care Policy and Medicaid Long Term Care Policy. Mr. Gold has significant project management experience and was the project director for an Administration on Aging Alzheimer’s Grant. Currently, Mr. Gold is responsible for the oversight and coordination of Texas’ response to the Olmstead vs. Zimring (June 1999) decision and its state-wide stakeholder advisory committee. This responsibility includes the development of the state’s Promoting Independence Plan and overseeing 70 policy changes for persons who are aging and/or have all types of disabilities. Mr. Gold also works with Texas’ housing authority to coordinate the housing voucher program and other Promoting Independence activities.

Larry Swift is a senior policy analyst with the Health and Human Services Commission Medicaid/CHIP Division focusing on long-term services and supports policy. Before assuming his current position, Mr. Swift served as a policy analyst with the Department of State Health Services addressing policy issues for children with special health care needs. Mr. Swift served as project director for the Texas Traumatic Brain Injury Project. Mr. Swift served as lead staff on an HHSC project to develop local interagency initiatives to serve adults with complex needs through Community Resource Coordination Groups. Prior to joining Texas’ health and human services enterprise Mr. Swift worked with numerous not-for-profit organizations as an advocate for persons with disabilities. Mr. Swift has extensive experience in community-based development including low-income housing and community economic development. Mr. Swift has a Master Degree in Policy and Planning from the University of Illinois Chicago.

Larry North is the Section Director for Institutional Services/Provider Services for the Texas Department of Aging and Disability Services. Institutional Services has responsibility for contract management for all of Texas Community ICF/MR contracts and for all Medicaid Nursing Facilities in the Texas as well as responsibility for policy development for the ICF/MR and Nursing Facility Programs. Prior to his employment at the Texas Department of Aging and Disability Services, Mr. North served as the Medicaid Contracts Director for the Texas Department of Mental Health and  Mental Retardation from March of 1995 through August of 2004 which included contracts for ICF/MR, Home and Community-based Services, Targeted Case Management for Persons with Mental Retardation, Target Case Management for Persons with Mental Illness, Rehabilitation Services for Persons with Mental Illness and Institutions for Mental Disease.

Mr. North has worked for the State of Texas for over 23 years with the Texas Department of Mental Health and Mental Retardation and presently with the Texas Department of Aging and Disability Services. Mr. North has a Bachelor of Science Degree in Education in Education from Texas State University and a Master Degree in Social Work from Our Lady of the Lake University.

Dena Stoner is currently Senior Policy Advisor for the Texas Mental Health and Substance Abuse Authority, the Department of State Health Services. She is responsible for development of policy and initiatives to improve access to and quality of services and supports for people with mental health and substance abuse conditions. Ms. Stoner has over 30 years of experience in public policy, management, strategic planning, and program design and program/policy implementation. She has developed and implemented a number of major initiatives and strategies related to Medicaid-funded long term care, acute care, behavioral health, technology and community-based services.

Selected accomplishments include:

• developing strategies and recommendations which resulted in legislative reform of Texas Medicaid acute care and behavioral health systems;
• developing, implementing and operating several 1915(c)waiver programs for people with physical, cognitive and developmental disabilities;
• developing and implementing managed care programs for acute care and behavioral health; and
• evaluating major health initiatives for the Texas Legislature

Other Key Staff

Jon Weizenbaum was named deputy commissioner for the Texas Department of Aging and Disability Services in May 2006. Reporting directly to the DADS Commissioner, Mr. Weizenbaum works closely with the Commissioner on the day-to-day operations of the agency providing vision, leadership, and strategic direction to the department in program administration, operations, and budget decision-making processes, and acts as and represents the Commissioner in her absence. Mr. Weizenbaum is responsible for coordination of DADS Centers for Policy and Innovation, Consumer and External Affairs, and Program Coordination. Previously, he was director for the Center for Policy and Innovation and oversaw program policy development and direction, including rule development, policy research and analysis, and quality assurance and improvement. Before coming to DADS, Weizenbaum was the director for Communications and Governmental Relations for the Texas Commission on Alcohol and Drug Abuse (TCADA). Before moving to TCADA in 2002, Weizenbaum was the legislative policy director for the Texas Senate Committee on Health and Human Service, specializing in aging and disability services. He is a licensed social worker and holds master's degrees from the University of Texas at Austin School of Social Work and the LBJ School of Public Affairs.

Don Henderson was named director of the Center for Policy and Innovation (CPI) for the Texas Department of Aging and Disability Services (DADS) in July 2006. Before assuming this position, he served as the manager of the CPI Quality Assurance and Improvement unit. In that capacity he was responsible for the coordination of quality assurance and improvement activities aimed at improving outcomes for the consumers of DADS services.

Henderson has more than 20 years of experience related to services for older Texans and persons with disabilities, including extensive experience in quality improvement, strategic planning, governmental relations, policy analysis, and administration of intermediate care facilities for persons with mental retardation.

Before that, he worked at the Texas Department of Transportation as well as the Health and Human Services Commission as the director of the Office of Community Transportation, and served in a variety of capacities within the Texas Department of Mental Health and Mental Retardation.

Karl Urban is currently Manager of Policy Analysis and Support of the Texas Department of Aging and Disability Services (DADS). Before assuming his current position, Mr. Urban served as Deputy Director of the Texas Department on Aging (TDoA) where he oversaw implementation of the state's Aging Texas Well (ATW) initiative. ATW is focused on preparing state and local communities for an aging population through research, planning, policy analysis, advocacy, public-private partnerships, and community capacity building. Mr. Urban has worked in state government as an analyst in the Texas Governor's Office, as Director of Planning and External Relations at TDoA, and as the lead strategic planner for the Texas Health and Human Services Commission and the health and human services system. Mr. Urban's non-governmental work includes research and consulting services in the areas of health care policy and planning for clients in different states with Research and Planning Consultants and work for the Texas Health Care Association. Mr. Urban has a Master Degree in Public Affairs from the LBJ School of Public Affairs at The University of Texas at Austin.

Jeff Kaufmann:  Jeff Kaufmann is currently the Lead Grants Coordinator and a member of the Policy Analysis and Support unit of the Center for Policy Innovation for the Texas Department of Aging and Disability Services. He serves on an interdisciplinary research and policy analysis team and performs consultative services and technical assistance work and coordinates agency use of discretionary grants, including developing and managing grants and contracts. Mr. Kaufmann acts as a liaison with federal, state, and local agencies and plans and organizes projects of public interest. In other government service with various health and human service agencies he has provided services to persons with disabilities and developed and led strategic and operational planning, performance measurement and program evaluation functions. He holds a Masters of Public Administration and a M.Ed. in vocational rehabilitation counseling.

Barry Waller was named assistant commissioner for Provider Services in July 2004. As assistant commissioner, he is responsible for institutional services, the state schools, and community services. Mr. Waller has more than 30 years of experience in the mental health/mental retardation profession, including family counseling, intake and assessment, caseworker services, and administration. Before coming to DADS, he was acting director of Community Mental Retardation Services for the Texas Department of Mental Health and Mental Retardation (MHMR). Mr. Waller's MHMR experience includes serving as the chief executive officer of a community mental health and mental retardation center, director of Mental Retardation, and director of Long-term Services and Supports. He holds a bachelor's in sociology and a master's of social work from the University of Maryland.

Scott Schalchlin is the newly selected Director of Community Services in the Provider Services Division of the Texas Department of Aging and Disability. His area of responsibility includes policy development/support and contracts related to Medicaid and non-Medicaid community-based services. Prior to this selection, Mr. Schalchlin served as the Agency’s Director of State Schools, where he was responsible for overseeing and directing the services provided to approximately 5,000 persons with mental retardation residing in the 11 state schools and one state center. His area of responsibility included over 11,000 employees and a budget of over $400 million.

Mr. Schalchlin has worked for the State of Texas for over 16 years, beginning with the Texas Department of Mental Health and Mental Retardation. He has also worked for the Texas Department of Criminal Justice, Texas Tech University Health Sciences Center and is now with the Texas Department of Aging and Disability Services. Mr. Schalchlin has a Bachelor of Science (B.S.) in psychology from Wayland Baptist University, a Master in Education (M.Ed.) in Educational Psychology from Texas Tech University and a Doctor of Jurisprudence (J.D.) from the Texas Tech University School of Law.

David Rollins currently serves as the Manager, Mental Retardation Authorities Section of the Access and Intake Division, Department of Aging and Disability Services. The Section has responsibility for the contracting and oversight of state funded community-based mental retardation services covering Texas’ 254 counties. These services are provided annually to more than 12,000 consumers statewide. He has 35 years of experiences in services to persons with mental retardation and disabilities and their families. Previous experiences include operational and policy responsibilities in state mental retardation facilities and state mental retardation community service. These experiences include home and community-based waiver services, residential services, early childhood intervention services, service coordination (case management) and day services. The experiences include twenty years of policy, budget, program development and implementation and state wide management responsibilities for home and community-based wavier services, ICF/MR services and other community services and supports for person with mental retardation.    He holds a Masters Degree in Social Work from the University of Texas, Arlington.

Carol Sloan was named section manager for Regional and Local Services Section in July 2006. As section manager, she is responsible for overseeing the policy and curriculum development and field operations for the Long Term Service and Supports (LTSS) community care programs. She is also responsible for the LTSS contract management functions. Ms. Sloan has over 34 years of state service, including 31 years of management experience. She worked in the legacy DHS Office of Program Integrity Quality Control division for nearly 30 years. For three years, she served as liaison to the Long-term Care Regulatory and Services divisions while working in DHS Regional Operations. Most recently, she was the Manager for the Support Service Coordination Unit in the Executive Staff and Operations Division under the Chief Operating Officer.   Ms. Sloan has a bachelor’s degree in sociology with emphasis on social work from the University of Mary Hardin-Baylor.

Betty Ford was named Manager of the Area Agency on Aging (AAA) Section for the Texas Department of Aging and Disability Services in October 2006. Ford works closely with the Assistant Commissioner for Access and Intake in leading the operations of the AAA Section. Prior to assuming this new position, Ms. Ford was the Director of the Area Agency on Aging of the Concho Valley for 25 years. She was responsible for providing vision, leadership and direction for the development of a comprehensive system of services for older individuals throughout the thirteen county region. Ms. Ford received her Master of Science degree in Gerontology from the University of North Texas.

Jim Essler is the Business Relations Manager in the DADS Information Technology division. Mr. Essler has a Masters degree from the LBJ School. For 20 years he has been involved with Community-based services at Department of Human Services and DADS. For the last 10 years he has been the primary automation liaison between the program policy area and IT.

 

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Updated: April 24, 2009