TO: BOARD OF SUPERVISORS
FROM: Social Services
MEETING DATE: May 19, 2026
DEPARTMENT CONTACT:
DeDe Parker
PHONE:
707-463-7761
DEPARTMENT CONTACT:
Jesse Vanvoorhis
PHONE:
707-463-7981
ITEM TYPE: Consent Agenda
TIME ALLOCATED FOR ITEM: N/A
AGENDA TITLE:
title
Approval of Agreement with Panoramic Software, Inc., in the Amount of $87,540, to Provide Software Support for Case File Program Used by the Public Guardian and Public Administrator's Office, Effective July 1, 2026, through June 30, 2029
End
RECOMMENDED ACTION/MOTION:
recommendation
Approve Agreement with Panoramic Software, Inc., in the amount of $87,540 to provide software support for case file program used by the Public Guardian and Public Administrator's Office effective July 1, 2026, through June 30, 2029; authorize the Department of Social Services Director or designee to sign any future amendments to the Agreement that do not increase the annual maximum amount; and authorize Chair to sign same.
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PREVIOUS BOARD/BOARD COMMITTEE ACTIONS:
This software agreement has been ongoing since 2018/19. Agreements have been made under the Purchasing Authority.
SUMMARY OF REQUEST:
The Department of Social Services (DSS) is requesting Board approval to enter into a three-year contract with Panoramic Software, Inc. for the provision of specialized case management and fiduciary accounting software (PGPro and PAPro) support.
Since fiscal year 2018/19, DSS has contracted with Panoramic Software, Inc. for
the Public Guardian/Public Administrator (PG/PA) software to support the DSS legal mandate to manage the personal and financial affairs of conserved individuals and decedent estates. These programs require a dual-function system that tracks complex social service case notes while maintaining rigorous, court-auditable financial records. The previous agreements (SS-18-043/PA-18-182, SS-19-015, PA #21-21, SS-21-014/PA 21-177, SS-22-033/PA-22-92, SS-23-052/PA 24-02, and SS-25-019/PA ...
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