Special Notice / Hearing: None__
Vote Required: Majority
To: Honorable Board of Supervisors
From: Louise F. Rogers, Chief, San Mateo County Health
Lisa Mancini, Director, Aging and Adult Services
Subject: Executing an Agreement with Panoramic Software for Public Guardian and Public Administrator programs
RECOMMENDATION:
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Adopt a resolution authorizing an agreement with Panoramic Software Inc. for the use and maintenance of software applications that serve the statutorily mandated accounting and case management requirements of both the Public Guardian and Public Administrator programs for the term January 1, 2019 to December 31, 2021, in an amount not to exceed $200,000.
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BACKGROUND:
The Aging and Adult Services (AAS) Public Guardian (PG) program serves frail, elderly, and physically and mentally disabled residents who are substantially unable to provide for their own personal needs and/or are unable to manage their finances. The PG, acting under the authority and direction of the Superior Court, may be appointed conservator of the person, estate, or both for these residents. The general duties of a conservator include arranging for the conservatee's care and protection. The general duties of the conservator of the estate include managing the conservatee's finances, marshalling and protecting assets, collecting all income due to the conservatee, paying the conservatee's debts, making investments as appropriate, preparing and filing taxes, and representing or arranging representation for all legal matters.
The Public Administrator (PA) program serves the public by investigating and administering the estates of persons who die without a will or without an appropriate person willing to act as estate administrator. The PA's primary duties are to protect the decedent's property from waste, loss, or theft; make appropriate burial arrangements; conduct thorough investigations to discover all assets; liquidate assets at public sale or...
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