REPORT TO SHASTA COUNTY BOARD OF SUPERVISORS

BOARD MEETING DATE:  May  1, 2018
CATEGORY:  Consent - Health and Human Services-4.

SUBJECT:

Agreement with Panoramic Software Corporation for Online Software Access

Supervisorial District No. :  All

DEPARTMENT CONTACT:  Dean True, HHSA Adult Services Branch Director, (530) 225-5900

STAFF REPORT APPROVED BY:  Dean True, HHSA Adult Services Branch Director

RECOMMENDATION

Approve and authorize the Chairman to sign a renewal agreement with Panoramic Software Corporation in an amount not to exceed $81,000 during the entire term of the agreement paid monthly in advance, to provide PG-Pro Software, storage of data, training and support, and maintenance services for the period July 1, 2018 through June 30, 2021.

SUMMARY

Approval of this agreement will allow Panoramic Software Corporation to continue to provide PG-Pro Software (Software) and technical assistance with the Software to the Health and Human Services Agency (HHSA), Public Guardian (PG).

DISCUSSION

The PG protects and cares for adults who cannot properly provide for their own personal and financial needs.  The PG works to ensure people can live safely and with dignity through a process called “conservatorship,” which provides support including housing or hospitalization, medical care, and psychiatric treatment.  The PG acts as a conservator when no other potential conservator or alternative to conservatorship is available.  Currently, the PG has 144 conservatees and averages 8 to 10 investigations per month.  The PG is authorized by California statute and is monitored by the Probate Division of the Superior Court.

Without the use of PG-Pro Software, which allows the PG to maintain conserved client data in a secure environment, their complex and technical job would be much more difficult to perform efficiently.  A competitive procurement was done in Fiscal Year (FY) 2010-2011 and Panoramic was selected due to its robust system.  Over seven years of doing business with Panoramic, the average annual increases have been approximately 4.5 percent.  The PG has been satisfied with Panoramic’s past performance.

ALTERNATIVES

The Board could choose not to approve the agreement, direct changes to the agreement, direct the department to perform another competitive procurement, and/or defer consideration to a future date.

OTHER AGENCY INVOLVEMENT

County Counsel has approved the agreement as to form.  Risk Management and Information Technology have reviewed and approved the agreement.  This recommendation has been reviewed by the County Administrative Office.

FINANCING

The HHSA Social Services Administration FY 2018-19 Requested Budget will include sufficient appropriation authority for the activities described in this agreement.  Future year costs will be included in FY 2019-20 and FY 2020-21 requested budgets. There is no additional General Fund impact from the recommended action.