File #: A 14-111    Name: Panoramic Software
Type: BoS Agreement Status: Passed
File created: 5/29/2014 In control: Board of Supervisors
On agenda: 6/24/2014 Final action: 6/24/2014
Title: Approve and authorize the Director of Health to enter into an Agreement with Panoramic Software, Inc. for three years of continued monthly maintenance service for the PG -ProWeb program, a system designed specifically for the Public Guardian to track client finances and provide basic reporting functions and daily Automated Clearing House (ACH) postings for a term of July 01, 2014 through June 30, 2017. Contract amount is $58,000 per Fiscal Year for a total contract amount of $174,000.
Sponsors: Ray Bullick
Attachments: 1. PANORAMIC PSA.pdf, 2. EXHIBIT A SOFTWARE MAINTENANCE AGREEMENT.pdf, 3. Completed Board Order
Related files: A 19-121
Title
Approve and authorize the Director of Health to enter into an Agreement with Panoramic Software, Inc. for three years of continued monthly maintenance service for the PG -ProWeb program, a system designed specifically for the Public Guardian to track client finances and provide basic reporting functions and daily Automated Clearing House (ACH) postings for a term of July 01, 2014 through June 30, 2017. Contract amount is $58,000 per Fiscal Year for a total contract amount of $174,000.

Report
RECOMMENDATION:
It is recommended that the Board of Supervisors:
Approve and authorize the Director of Health to enter into an Agreement with Panoramic Software, Inc. for three years of continued monthly maintenance service for the PG -ProWeb program, a system designed specifically for the Public Guardian to track client finances and provide basic reporting functions and daily Automated Clearing House (ACH) postings for a term of July 01, 2014 through June 30, 2017. Contract amount is $58,000 per Fiscal Year for a total contract amount of $174,000.

SUMMARY/DISCUSSION:
Approve and authorize the Director of Health to enter into an Agreement with Panoramic Software, Inc. for three years of continued monthly maintenance service for the PG-ProWeb program, a system designed specifically for the Public Guardian to track client finances and provide basic reporting functions and daily Automated Clearing House (ACH) postings for a term of July 01, 2014 through June 30, 2017. Contract amount is $58,000 per Fiscal Year for a total contract amount of $174,000.

The Public Guardian's office installed the PG-ProWEb system in June 2012. It is a Web-Based program that allows for tracking of cash and non-cash client assets and provides tools to produce basic reports as well as Judicial Counsel forms for summarized accountings of client finances submitted to Superior Court on an annual or bi-annual basis. The system allows authorized users to access information instan...

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