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File #: 20-0712    Version: 1
Type: Agenda Item Status: Approved
File created: 5/15/2020 In control: Board of Supervisors
On agenda: 6/9/2020 Final action: 6/9/2020
Title: Health and Human Services Agency recommending the Board: 1) Approve and authorize the Chair to sign Agreement for Services 4860 with Panoramic Software Corporation, for the provision of proprietary client data management software for the Public Guardian and General Assistance programs, for the term July 1, 2020 through June 30, 2023, with a maximum contractual obligation of $100,000; and 2) Authorize the Purchasing Agent, or designee, to execute further documents relating to Agreement for Services 4860, including amendments that do not increase the allowable annual rate increase or change the term of the Agreement, and contingent upon approval by County Counsel and Risk Management. FUNDING: The Public Guardian and General Assistance programs are a County General Fund obligation.
Attachments: 1. A - Approved CRS, 4860, 06-09-2020.pdf, 2. B - Panoramic Agreement 4860, 06-09-2020.pdf, 3. Executed Agreement #4860
Related files: 12-0576, 15-0554
Title
Health and Human Services Agency recommending the Board:
1) Approve and authorize the Chair to sign Agreement for Services 4860 with Panoramic Software Corporation, for the provision of proprietary client data management software for the Public Guardian and General Assistance programs, for the term July 1, 2020 through June 30, 2023, with a maximum contractual obligation of $100,000; and
2) Authorize the Purchasing Agent, or designee, to execute further documents relating to Agreement for Services 4860, including amendments that do not increase the allowable annual rate increase or change the term of the Agreement, and contingent upon approval by County Counsel and Risk Management.

FUNDING: The Public Guardian and General Assistance programs are a County General Fund obligation.
Body
DISCUSSION / BACKGROUND:
Panoramic PGPro Web is a software program that supports Public Guardian Program’s management of documentation for investigations, case management, payments, and receipts, along with bank reconciliations for clients. In addition, images can be attached to files, and court accounting documents can be produced. The software has the capability to produce agency wide reports as well as court documentation.

The case-management function stores case notes, address history, appointment history, and has pre-filled form letters, and is used by both the Public Guardian and General Assistance programs, particularly for case management.

Contractor provides telephone support Monday through Friday, excluding holidays. The Agreement includes system updates to PG-Pro Web to fix application software errors and/or improve security. Such updates may include changes necessary to meet federal, state, and county mandated requirements. If needed, custom programming can be provided.

Health and Human Services Agency’s Public Guardian and General Assistance Programs began using Contractor’s software in June 2014 for client case management and have successfull...

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