File #: A 17-263    Name: Amend. # 1 Panoramic
Type: BoS Agreement Status: Passed
File created: 6/9/2017 In control: Board of Supervisors
On agenda: 6/27/2017 Final action: 6/27/2017
Title: Approve and Authorize the Director of Health or the Assistant Director of Health to sign Amendment No. 1 to Agreement No. A-12704 with Panoramic Software Inc., adding one (1) additional year of continued monthly maintenance services for the PG-ProWeb program designed specifically for the Public Guardian and increasing the Agreement amount by $54,000, for a new total Agreement amount of $228,000, for the revised period July 1, 2014 through June 30, 2018.
Sponsors: Ray Bullick
Attachments: 1. Board Report, 2. AMD 1_Panoramic_2017-2018.pdf, 3. AGM_Panoramic Software_2014-2017.pdf, 4. Completed Board Order, 5. Fully Executed Agreement between the County of Monterey (Amendment No. 1) and Panaoramic Software, Inc.
Related files: A 19-121
Title
Approve and Authorize the Director of Health or the Assistant Director of Health to sign Amendment No. 1 to Agreement No. A-12704 with Panoramic Software Inc., adding one (1) additional year of continued monthly maintenance services for the PG-ProWeb program designed specifically for the Public Guardian and increasing the Agreement amount by $54,000, for a new total Agreement amount of $228,000, for the revised period July 1, 2014 through June 30, 2018.

Report
RECOMMENDATION:
It is recommended that the Board of Supervisors:
Approve and Authorize the Director of Health or the Assistant Director of Health to sign Amendment No. 1 to Agreement No. A-12704 with Panoramic Software Inc., adding one (1) additional year of continued monthly maintenance services for the PG-ProWeb program designed specifically for the Public Guardian and increasing the Agreement amount by $54,000, for a new total Agreement amount of $228,000, for the revised period July 1, 2014 through June 30, 2018.

SUMMARY/DISCUSSION:
On June 24, 2014, the Monterey County Board of Supervisors approved a three-year Agreement between the Monterey County Department of Health's Public Guardian/Administrator/
Conservator's Bureau (Public Guardian) and Panoramic Software Inc. The contract amount under this Agreement was $54,000 per Fiscal Year for monthly services and an additional $4,000 per year for training or other maintenance, for a total Agreement of $174,000. The term of the contract was from July 1, 2014 and expires on June 30, 2017.

The services provided under this Amendment No. 1 will include the monthly maintenance of the PG-ProWeb program. This 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 the Superior Court on an annual, bi-annual, or quarterly basis. The system allows authorized users to access information instantane...

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