TO: Board of Supervisors
FROM: Jennifer Yasumoto - Director of Health & Human Services Agency
REPORT BY: Jennifer Ivancie, Staff Services Analyst I
SUBJECT: Agreement No. 250003B with Panoramic Software, Inc.
RECOMMENDATION
title
Approve and authorize Agreement No. 250003B with Panoramic Software, Inc., for a contract maximum of $109,000 for the term July 1, 2024 through June 30, 2029 for PG-Pro Web application software. (Fiscal Impact: $109,000; Health and Human Services Agency Fund, Comprehensive Services for Older Adults; Budgeted; Discretionary).
body
BACKGROUND
The County’s Public Administrator/Guardian/Conservator (PAPGPC) staff must track and report out detailed financial data on client/decedents’ estates. Panoramic PG-Pro Web software supports the program’s ability to meet this need by tracking client data, financials, case notes, and agency wide reports in one database. Panoramic PG-Pro system is used in 35 Counties in California and is a trusted vendor of the California Association of PAPGPC. A thorough review of other available options found that Panoramic was the only product providing the needed feature to support the business needs of the program and it was the most cost-effective solution. This agreement continues the provision of prior services.
FISCAL & STRATEGIC PLAN IMPACT
|
Is there a Fiscal Impact? |
Yes |
|
Is it currently budgeted? |
Yes |
|
Where is it budgeted? |
Health and Human Services Agency, Comprehensive Services for Older Adults |
|
Is it Mandatory or Discretionary? |
Discretionary |
|
Discretionary Justification: |
While there is no mandate to contact with this vendor, this agreement allows staff to track detailed client data in a centralized system. |
|
Is the general fund affected? |
No |
|
Future fiscal impact: |
Appropriations have been included in the proposed Fiscal Year 2024-2025 budget and future fiscal years will be budgeted accordingly. |
|
Consequences if not approved: |
Staff will need to use several different systems manually to track and report the required detailed financial data on Public Administrator/Guardian/Conservator clients. |
|
|
|
ENVIRONMENTAL IMPACT
ENVIRONMENTAL DETERMINATION: The proposed action is not a project as defined by 14 California Code of Regulations 15378 (State CEQA Guidelines) and therefore CEQA is not applicable.