REPORT/RECOMMENDATION TO THE BOARD OF SUPERVISORS
OF SAN BERNARDINO COUNTY
AND RECORD OF ACTION
September 26, 2023
FROM
SHARON NEVINS, Director, Department of Aging and Adult Services
SUBJECT
Title
Contracts for Public Guardian-Conservator Real Estate Broker Services
End
RECOMMENDATION(S)
Recommendation
Approve contracts with the following agencies to provide real estate broker services for Public Guardian conservatees for the period of October 1, 2023 through September 30, 2026:
1. S.H. Spectrum, Inc. dba Spectrum Realty Services
2. Trusted Realty Advisors
(Presenter: Sharon Nevins, Director, 891-3917)
Body
COUNTY AND CHIEF EXECUTIVE OFFICER GOALS & OBJECTIVES
Promote the Countywide Vision.
Provide for the Safety, Health and Social Service Needs of County Residents.
FINANCIAL IMPACT
This item does not require Discretionary General Funding (Net County Cost). Real estate broker services are paid on a fee-for-service basis (commission) from the proceeds of the sale of an estate's real property. The conservatee's share of the sale will be deposited in a bank account administered by the Office of the Public Guardian (OPG).
BACKGROUND INFORMATION
The OPG/The Public Guardian-Conservator is appointed by the Superior Court of California to administer conservatorships for a person and/or an estate. Sworn personnel with OPG arrange for custodial care and administer estates of gravely disabled or other incompetent persons by appointment of the courts and serve as guardians of conservatees' property and financial assets, and coordinate legal or social services on behalf of conservatees. The OPG maintains an accurate and detailed accounting of assets, income received, and disbursements made for each conservatee. The goal of OPG is to ensure the physical and financial safety of incompetent and mentally disabled persons who meet the criteria for conservatorship, as required by law, when there is no viable alternative to public conservatorship. ...
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