File #: 23-1753    Version: 1
Type: Agenda Item Status: Approved
File created: 9/11/2023 In control: Board of Supervisors
On agenda: 11/14/2023 Final action: 11/14/2023
Title: Health and Human Services Agency (HHSA) recommending the Board: 1) Make findings that the provision of proprietary client data management software, identified as Panoramic PG-Pro Web, provided by Contractor is in the public's best interest and that there are specialty skills, qualifications, and equipment not expressly identified in County classifications involved in the performance of the work in accordance with El Dorado County Ordinance Code, Chapter 3.13.030(B); 2) Make findings in accordance with Procurement Policy C-17 Section 3.5 exempting the competitive bidding process for proprietary software; 3) Approve and authorize the Chair to sign Agreement for Services 8111 with Panoramic Software Corporation (Panosoft), for HHSA’s usage and licensing of this Contractor’s proprietary Panoramic PG-Pro Web software, in the amount of $147,540, and for the retroactive term of July 1, 2023, through June 30, 2026, to ensure continuity of services as the prior Agreement 4860 with Panosoft expi...
Attachments: 1. A - CRS, 8111, 2. B - PE Agreement, 8111, 3. C - Exhibit A Levine Act, 8111, 4. D - HHSA - PG SS Panoramic Retro Memo, 5. Executed Software Agreement
Related files: 20-0712, 15-0554, 12-0576
Title
Health and Human Services Agency (HHSA) recommending the Board:
1) Make findings that the provision of proprietary client data management software, identified as Panoramic PG-Pro Web, provided by Contractor is in the public's best interest and that there are specialty skills, qualifications, and equipment not expressly identified in County classifications involved in the performance of the work in accordance with El Dorado County Ordinance Code, Chapter 3.13.030(B);
2) Make findings in accordance with Procurement Policy C-17 Section 3.5 exempting the competitive bidding process for proprietary software;
3) Approve and authorize the Chair to sign Agreement for Services 8111 with Panoramic Software Corporation (Panosoft), for HHSA’s usage and licensing of this Contractor’s proprietary Panoramic PG-Pro Web software, in the amount of $147,540, and for the retroactive term of July 1, 2023, through June 30, 2026, to ensure continuity of services as the prior Agreement 4860 with Panosoft expired June 30, 2023;
4) Authorize the Purchasing Agent to execute amendments relating to Agreement 8111, contingent upon approval by County Counsel and Risk Management, which do not increase the maximum dollar amount or term of the Agreement; and
5) Authorize the HHSA Director, or Chief Assistant Director, to execute programmatic, administrative, and fiscal documents relating to Agreement 8111.

FUNDING: 100% County General Fund appropriated for HHSA Public Guardian Office and HHSA Self-Sufficiency General Assistance Programs.
Body
DISCUSSION / BACKGROUND:
HHSA’s Public Guardian Office ensures the physical and financial safety of persons unable to do so on their own, and when there are no viable alternatives to a public conservatorship. HHSA’s Self-Sufficiency General Assistance (GA) Program, established in Chapter 8.84 in the County’s Code of Ordinances per Welfare and Institutions Code §17000, provides assistance to eligible low-income residents of El Dorado County who are u...

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