File #: A 20-102    Name: Panoramic Agreement
Type: BoS Agreement Status: Passed - Health Department
File created: 4/23/2020 In control: Board of Supervisors
On agenda: 5/5/2020 Final action: 5/5/2020
Title: a. Approve and Authorize the Director of Health or the Assistant Director of Health to sign an Agreement with Panoramic Software Inc., for the provision of web based software subscription, database hosting, technical support/maintenance of the PG-ProWeb solution utilized by the Monterey County Health Department's Public Guardian Bureau, in the amount of $169,500 for the term of July 1, 2020 through June 30, 2023; and b. Approve and authorize the Health Director to approve up to three (3) future amendments that do not exceed ten percent (10%) ($16,950) of the original Agreement amount and do not significantly alter the scope of services.
Attachments: 1. Board Report, 2. Agreement, 3. Item No. 15 Completed Board Order
Related files: A 23-131
Title
a. Approve and Authorize the Director of Health or the Assistant Director of Health to sign an Agreement with Panoramic Software Inc., for the provision of web based software subscription, database hosting, technical support/maintenance of the PG-ProWeb solution utilized by the Monterey County Health Department's Public Guardian Bureau, in the amount of $169,500 for the term of July 1, 2020 through June 30, 2023; and
b. Approve and authorize the Health Director to approve up to three (3) future amendments that do not exceed ten percent (10%) ($16,950) of the original Agreement amount and do not significantly alter the scope of services.
Report
RECOMMENDATION:
It is recommended that the Board of Supervisors:
a. Approve and Authorize the Director of Health or the Assistant Director of Health to sign an Agreement with Panoramic Software Inc., for the provision of web based software subscription, database hosting, technical support/maintenance of the PG-ProWeb solution utilized by the Monterey County Health Department's Public Guardian Bureau, in the amount of $169,500 for the term of July 1, 2020 through June 30, 2023; and
b. Approve and authorize the Health Director to approve up to three (3) future amendments that do not exceed ten percent (10%) ($16,950) of the original Agreement amount and do not significantly alter the scope of services.

SUMMARY/DISCUSSION:
The Monterey County Health Department's Public Guardian/Administrator/Conservator Bureau (Public Guardian) operates under the authority and direction according to the California Probate Code and as appointed by the courts in the provision of the following services that include but are not exclusive to: individual assessments, fiscal management, location of housing, establishment/eligibility of government and private benefits, coordination of care, targeted case management visitations, and overall individual client support.

To track the fiduciary and case management services provided, Public Gu...

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