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Conservator of The Person and Conservator of The Estate Service

Morongo Band of Mission IndiansCalifornia, USADue Friday, October 30, 2026
Client
Morongo Band of Mission Indians
Solicitation No.
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Posted
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Category
Professional, Consulting, Administrative or Management Support Services
Budget
Looking for Proposals
NAICS
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Set-aside
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Contact
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Description

AI Generated

The government authority located in Riverside, California, requires a vendor to provide offsite conservator of the person and conservator of the estate services. The selected vendor must work from its own office premises to arrange or provide adequate living facilities, appropriate meals, personal care, housekeeping, clothing, transportation, suitable recreation, and timely medical treatment. Additionally, the vendor must submit periodic reports to the Tribal Court regarding the conservatee's physical and mental status, detailing how their needs are met and what services are provided. Only onshore USA organizations are eligible to apply for this opportunity. The buyer seeks proposal submissions for the budget and requires all questions to be submitted no later than October 5, 2026.

Key solicitation details

AI-extracted from EXTRA 75790 2026 09 03 09 27 17 xlIw1 wkVCp PIwds.pdf. Confirm against the original documents before bidding.

The Morongo Band of Mission Indians is soliciting proposals from qualified firms or individuals to provide professional Conservator of the Person and Conservator of the Estate services. Services will support individuals in conservatorships governed by Morongo law in the Morongo Tribal Court. Licensed fiduciaries capable of being bonded are eligible to submit proposals.

Issued by
Morongo Band of Mission Indians
Release of the RFP
Tuesday, September 1, 2026
Question/Clarification Period
Monday, October 5, 2026, by 5:00 p.m.
RFP Responses Due
Friday, October 30, 2026, by 5:00 p.m.
Bid Award
Friday, November 13, 2026
How to submit
Electronic via email or mailed hard copy
Submission details
Email to [email protected] or send one (1) hard copy to Morongo Band of Mission Indians Tribal Court, Attention: Doris Cruz, 12700 Pumarra Road, Banning, CA 92220 by October 30, 2026, at 5:00 p.m. PST.
Contract term
Anticipated to commence immediately
Place of performance
Offsite / Vendor office premises
Insurance and bonding
Certificate of insurance required in proposal; selected bidder must produce insurance documentation including a certified endorsement naming MBMI as additionally insured within ten (10) days of award.

Scope of work

  • Provide or arrange for adequate living facilities
  • Arrange appropriate medical treatment and transportation
  • Provide or arrange for appropriate meals
  • Provide or arrange personal care and housekeeping
  • Provide clothing, transportation, and suitable recreation
  • Provide periodic physical and mental status reports to the Tribal Court
  • Manage finances, prepare budgets, collect income, and pay bills
  • Locate, inventory, control, invest assets, and manage debts and taxes

Minimum qualifications

  • Appropriately licensed fiduciary
  • Able to be bonded
  • Knowledge, skill, and experience performing Conservator of Person/Estate duties
  • Knowledge of and adherence to state or federal ethics and standards for fiduciary roles

Documents to include with the bid

  • Company Information
  • At least three references
  • Narrative describing experience, role understanding, and ethics adherence
  • Certificate of Insurance
  • Personnel information for recruitment, hiring, training, and supervision
  • Clarifications, Exceptions or Deviations statement
  • Copy of current business license or other applicable licenses
  • Cost Proposal

Verify important details

Document check

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1 available fileDocuments checked

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