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: Agreement with OnActuate Consulting US Inc. for Dynamics 365 Finance System Services
RECOMMENDATION:
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Adopt a resolution authorizing an agreement with OnActuate Consulting US Inc. to implement Dynamics 365 Finance system services, for the term of July 1, 2026 through December 31, 2028, in an amount not to exceed $621,000.
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BACKGROUND:
Aging and Disability Services (ADS) provides a wide range of services to assist seniors, people with disabilities, and dependent adults to live as safely and independently as possible in the community.
The County of San Mateo Public Guardian (PG) provides wraparound services to individuals who are unable to provide for their own basic needs through comprehensive care, including medical care, social work services, and financial management.
The County of San Mateo Public Administrator (PA) provides services after death for San Mateo County residents who have passed away without available family members or loved ones to handle their estates.
ADS identified a need for a contractor to provide services in connection with replacing its legacy financial management system with Microsoft Dynamics 365 Finance (D365 Finance) for its PG and PA accounting applications.
In March 2025, a Request for Proposal (RFP) was released to solicit such services, and four proposals were received. OnActuate Consulting US Inc. was selected as an awardee based on quality of services, experience, and competitive pricing.
DISCUSSION:
The agreement with OnActuate Consulting US Inc. will meet the goals of replacing the legacy financial management system developed by Panoramic Software, Inc. and configuring, customizing, integrating, testing, training, and providing go-live support of D365 Finance to meet ADS' financial mana...
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