Special Notice / Hearing: None__
Vote Required: Majority
To: Honorable Board of Supervisors
From: Louise F. Rogers, Chief, San Mateo County Health
Chester J. Kunnappilly, MD, Chief Executive Officer, San Mateo Medical Center
Subject: Agreement with Organizational Intelligence, LLC for Financial Software Services
RECOMMENDATION:
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Adopt a resolution authorizing an agreement with Organizational Intelligence, LLC to provide financial software services for the term of November 1, 2024 through October 31, 2027, with two optional 1-year renewal, in an amount not to exceed $1,762,000.
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BACKGROUND:
San Mateo County Health (SMCH) including San Mateo Medical Center (SMMC), has been using Organizational Intelligence, LLC (OI) software since 2011. The software uses information from the County accounting system, payroll systems, and patient billing and encounters data from electronic health records to report financials and labor reports at cost center level. Managers can access this information directly for budget monitoring purposes, down to the actual posting level detail, to provide an enhanced level of monitoring and reporting. This system also provides a variety of payroll data on demand and cost accounting functionality to support budgeting and analysis at the service line level. In August 2024, SMCH and SMMC completed a Request for Proposals (RFP) for financial reporting software.
DISCUSSION:
In this RFP, OI was elevated due to its reporting and analysis design. OI's software offers robust tools for cost accounting, a critical aspect of financial management for healthcare organizations. OI can handle complex accounting tasks, giving SMCH more control over financial data and enabling more accurate tracking of costs, resource allocation and budgeting. With the OI software, SMCH managers have a tool for monthly monitoring reports and convenient access to their financial data. This capability enhances decision-making, as managers can r...
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