REPORT/RECOMMENDATION TO THE BOARD OF SUPERVISORS
OF SAN BERNARDINO COUNTY
AND RECORD OF ACTION
June 14, 2022
FROM
SHARON NEVINS, Director, Department of Aging and Adult Services - Office of the Public Guardian
SUBJECT
Title
Amendment to Contracts for Public Guardian-Conservator Real Estate Broker Services
End
RECOMMENDATION(S)
Recommendation
Approve Amendment No. 2 to contracts with the following agencies to provide real estate broker services, exercising the second option to extend the contracts one additional year, for a total contract period of July 1, 2018 through June 30, 2023, with no other changes to the contract terms and conditions:
1. S.H. Spectrum, Inc. Century 21 Masters, Contract No. 18-234.
2. Trusted Realty Advisors, Contract No. 18-235.
(Presenter: Sharon Nevins, Director, 891-3917)
Body
COUNTY AND CHIEF EXECUTIVE OFFICER GOALS & OBJECTIVES
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 will be paid on a fee-for-service basis (commission) from the proceeds of the sale of the estate's real property. All commissions to the real estate broker must be approved by the Probate Court. The conservatee's share of the sale will be deposited in a bank account and administered by the Public Guardian (PG)-Conservator.
BACKGROUND INFORMATION
The recommended amendments with the agencies listed above will continue real estate broker services to liquidate assets of conservatees of the PG, as needed, for one additional year.
The PG is appointed by the Superior Court to act as conservator of estate and/or person for elderly and dependent adults who lack capacity and meet the criteria for conservatorship, as required by law. The goal of the PG office is to ensure the safety, both financial and physical, of each conservatee. It may become necessary to liquidate the assets of the conserv...
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