Special Notice / Hearing: None__
Vote Required: Majority
To: Honorable Board of Supervisors
From: Colleen Chawla, Chief, San Mateo County Health
Lee Pullen, Director, Aging and Disability Services
Subject: Amendment to the Agreement with Panoramic Software, Inc. for Pro-Web, PG-Pro Web, and Rep Payee-Pro Web Software
RECOMMENDATION:
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Adopt a resolution authorizing an amendment to the agreement with Panoramic Software Inc. for the provision and maintenance of accounting and case management software for the Public Guardian and Public Administrator programs, extending the term through December 31, 2027, and increasing the amount by $200,000, for a revised total not to exceed $641,000.
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BACKGROUND:
The Aging and Disability Services (ADS) Public Guardian (PG) program serves elderly and disabled residents of San Mateo County who are substantially unable to provide for their own basic needs and/or are unable to manage their financial resources due to a mental, behavioral, physical, or cognitive disability. The PG, acting under the authority and direction of the Superior Court, is appointed conservator of the person and/or estate for these clients. A conservatorship of the person allows the PG to make decisions regarding care, placement, or medical procedures, while conservatorship of the estate provides authority to marshal, protect, and manage assets.
The Public Administrator (PA) program serves the public by investigating and administering the estates of people who die without an appropriate estate executor or administrator. The PA also acts under the authority and supervision of the Superior Court. Their duties are to make appropriate burial arrangements when needed; conduct thorough investigations to discover all assets; locate heirs; liquidate assets at public sale or distribute assets to heirs; pay the decedent's bills and taxes; and ensure that heirs receive their inheritance.
The PG and PA have used Panoramic Software Inc....
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