REQUEST FOR QUOTES (RFQ) 13312

DEPARTMENT OF AGING AND INDEPENDENCE SERVICES

AUCTION AND LIQUIDATION SERVICES

July 24, 2026

A. KEY INFORMATION

1. The County of San Diego is seeking quotes from firms interested in providing Auction and Liquidation Services (“Offerors”).

2. The County anticipates awarding one (1) or more contracts from this RFQ; one for each lot. Offeror should respond to those lots for which it desires to be considered for award. Offeror must respond to all items within a lot to be considered for award of that lot.

2.1. Lot 1: Vehicles

2.2. Lot 2: Firearms

3. The County anticipates a contract term of an initial (base) period of one (1) year, with four (4) one-year option periods.

4. The County has posted this solicitation on its official BuyNet website at https://sdbuynet.sandiegocounty.gov/ . To see all information related to this RFQ, to submit Questions, and to receive notifications of updates, Offerors must select “Participate in RFx” for this solicitation in BuyNet.

5. The Contracting Officer for this solicitation is John Shin, Procurement Contracting Officer, (John.Shin@sdcounty.ca.gov).

6. Schedule: This timeline is subject to change at any time, at the County’s sole discretion. The County will issue an addendum for changes to the Questions due date, or Quote due date.

Event Description Date and Time (San Diego Time) Questions due August 6, 2026 prior to 5:00 p.m.

Quotes due August 20, 2026 prior to 5:00 p.m.

7. Questions:

7.1. Offerors should submit all Questions, including requests for clarification related to definition or interpretation of this RFQ, in writing by the Date and Time specified in the Schedule. Offerors should submit Questions via BuyNet, by sending a message to the Contracting Officer through the “Discussions” functionality.

7.2. Non-Offerors should direct inquiries regarding this solicitation to the Contracting Officer.

8. Table of Contents:

A. Key Information B. RFQ Instructions and Rules C. Submittal Items D. Required Forms E. Statement of Work F. Payment Schedule G. Draft Agreement

MAGGIE RAMSBERGER

INTERIM DIRECTOR

DEPARTMENT OF PURCHASING AND CONTRACTING

5560 OVERLAND AVENUE, SUITE 270, SAN DIEGO, CALIFORNIA 92123-1204

PHONE (858) 505-6367 FAX (858) 715-6452

BRENDA G. MILLER

ASSISTANT DIRECTOR

https://sdbuynet.sandiegocounty.gov/ mailto:John.Shin@sdcounty.ca.gov

COUNTY OF SAN DIEGO – REQUEST FOR QUOTATIONS (RFQ) 13312

DEPARTMENT OF AIGNING AND INDEPENDENCE SERVICES

AUCTION AND LIQUIDATION SERVICES

B. RFQ INSTRUCTIONS AND RULES

1. INSTRUCTIONS FOR SUBMITTING A QUOTE

1.1. It is Offeror’s responsibility to submit a quote based on the most current RFQ, addenda thereto, County’s responses to Questions, any other information posted on BuyNet, and any diligence material made available by the County. Offerors are advised to regularly check BuyNet for information. The County has no obligation to contact Offerors directly with any such RFQ-related information.

1.1.1. To see all information related to this RFQ, to submit Questions, and to receive notifications of updates, Offerors must select “Participate in RFx” for this solicitation in BuyNet.

1.1.2. If an Offeror is unable to download this document, an Offeror may request a hard copy from

Department of Purchasing and Contracting’s front desk or contact clerical support at (858) 505-6367.

1.2. Forms required to be submitted with Offerors response to this RFQ are included in this RFQ or posted on the

County’s web site at: https://www.sandiegocounty.gov/content/sdc/purchasing/purchasing-forms.html.

1.2.1. The County may update posted forms from time to time. Unless otherwise specified, Offerors may submit the version of a form in place as of the date of the posting of this RFQ or any later version thereof.

1.3. Offeror must submit a complete original quote in accordance with the format provided in this solicitation to the

County of San Diego, Department of Purchasing and Contracting, through electronic upload to BuyNet before the Date and Time listed in Schedule.

1.3.1. If Offeror is unable to submit via BuyNet for any reason, Offeror may submit its quote via email to the

Contracting Officer listed in this document or provide the Purchasing and Contracting front desk with either (i) electronic files on CD/DVD; or, (ii) a printed quote. Offeror must prominently mark such submissions with the RFQ number on the outside of the packaging. Please use this method only if unable to submit through BuyNet.

2. QUESTIONS

2.1. Offerors shall direct requests for explanation regarding the RFQ or related documents to the Contracting

Officer, in writing, as a question (“Question”). Offerors may submit Questions by sending a message to the Contracting Officer through the “Discussions” functionality in BuyNet.

2.2. The County may choose not to respond to Questions received after the date and time stated in the Schedule for Question submission. Offeror is responsible for ensuring that Questions are received by the County.

3. QUOTE FORMAT

3.1. Submit electronic quotes as files in .pdf format, except where specified otherwise. For pages other than signature pages, converted and searchable formats are preferred.

3.2. All quotes shall be signed with a handwritten signature by an authorized officer or employee of Offeror.

4. QUOTE ORGANIZATION

4.1. Your quote should be organized in accordance with the Submittal Items in this RFQ.

4.1.1. Offerors shall organize content to correspond to the applicable exhibit and question or item within each exhibit.

4.1.2. Offerors shall separate each exhibit into one or more files, clearly named as to the exhibit and order.

4.1.3. Pages shall be consecutively numbered within each exhibit at the bottom or top margin of each page.

4.1.4. Cost/Price information:

4.1.4.1. Offerors must place all cost and pricing information within the Cost/Price exhibit. Price shall be inclusive of all proposed compensation.

4.2. Confidential/Proprietary information:

4.2.1. The County is a public agency subject to the California Public Records Act, Government Code §

7920.000, et seq. Some or all of the documents submitted in response to this RFQ may be subject to disclosure, and the County intends to publish any resulting contracts to its public website.

4.2.2. It is Offeror’s responsibility to identify and separate into a “CONFIDENTIAL/PROPRIETARY” exhibit and to provide a signed Nondisclosure Indemnification Agreement for:

https://www.sandiegocounty.gov/content/sdc/purchasing/purchasing-forms.html

AUCTION AND LIQUIDATION SERVICES

4.2.2.1. All confidential information that Offeror represents, with legal basis, is exempt from disclosure pursuant to the California Public Records Act, including PI (Personal Information), PII (Personally Identifiable Information), or PHI (Protected Health Information);

4.2.2.2. Any proprietary or other information Offeror represents, with legal basis, is exempt from disclosure under the California Public Records Act and wishes to protect from disclosure.

4.2.3. The “CONFIDENTIAL/PROPRIETARY” exhibit must be clearly labeled with all pages marked as

“CONFIDENTIAL/PROPRIETARY.”

4.2.4. Offeror should reference material in the “CONFIDENTIAL/PROPRIETARY” exhibit where it is needed to respond to a Submittal Item through citation to the “CONFIDENTIAL/PROPRIETARY” exhibit (for example “See response 1 contained within the ‘CONFIDENTIAL/PROPRIETARY’ exhibit for staff Social Security numbers”).

4.2.5. If the County determines that a submission improperly designates information as confidential or proprietary, the County may, at its sole discretion: (i) deem the information releasable; (ii) declare the submission non-conforming/non-responsive; (iii) remove such information, or (iv) take any other appropriate action. (Note: Pricing and Terms and Conditions are generally not confidential under the California Public Records Act).

5. QUOTE EVALUATION

5.1. Evaluations may consider factors such as technical merit, experience, capacity, history of Offeror compliance, availability, price, and more to determine the quote(s) that provide the best value to the County.

5.2. During evaluation, the County may appropriately consider the sustainability and social, human health, environmental, and economic impact of Offeror’s proposed products and/or approach to providing goods and/or services, in accordance with Board Policy B-67. Therefore, Offerors are encouraged to include relevant information in their quotes, to the degree related to the goods or services sought.

5.3. During evaluation, the County may appropriately evaluate the cultural competency of Offeror and Offeror’s proposed approach to providing goods and services. Therefore, Offerors are encouraged to include relevant information in their quotes, to the degree related to the goods or services sought.

5.4. When evaluating an Offeror’s cost or pricing, the County may also consider the effect of the quote on the overall total cost to the County.

6. COUNTY COMMITMENT

6.1. This RFQ does not commit the County to award a contract, nor does it commit the County to pay any of

Offeror’s costs incurred in the preparation or submission of the quote. Further, Offeror shall not incur any reimbursable cost in anticipation of a contract award.

6.2. Neither Offeror nor any of its representatives shall have any claims whatsoever against the County or any of its respective officials, agents, or employees arising out of or relating to this RFQ or these procedures (other than those arising under a definitive contract with Offeror in accordance with the terms thereof).

6.3. The County reserves the right to separately procure the same or similar goods or services.

6.4. The County may withhold all information regarding this procurement until after negotiations are complete, including, but not limited to: the number of quotes received; the identity of Offeror(s); the content of quotes;

the County’s evaluation and results thereof. Information releasable after the conclusion of negotiations is subject to the disclosure requirements and withholding exemptions of the California Public Records Act.

6.5. Pursuant to County Charter §§ 703.10 and 916, award of a contract resulting from this RFQ may be subject to the County’s requirement to determine that the services can be provided more economically and efficiently by an independent contractor than by persons employed in the Classified Service.

6.6. In the event that an Offeror is involved in a merger, acquisition, or other change in control, the County reserves the right to award a contract to a resulting entity.

7. DILIGENCE AND DUTY TO INQUIRE

7.1. Should Offeror find discrepancies in or omissions from, or be in doubt as to the meaning of, the RFQ or related documents, Offeror shall have a duty to submit a Question to the County.

7.2. Offerors are expected to perform reasonable due diligence with regard to this RFQ and the work required, including, but not limited to, information that is publicly or otherwise reasonably available and, if applicable, information that can be obtained during a site visit (including verification of measurements, conditions, and

AUCTION AND LIQUIDATION SERVICES

other attributes). Neither the selected Offeror(s), nor any Offerors, shall be entitled to any price adjustment or other relief based upon information that was discovered or should have been discovered through due diligence.

7.3. The County makes no representation or warranty, express or implied, as to the accuracy or completeness of any diligence material or other information provided by the County or any of its agents, representatives, contractors, or consultants. Such information may reflect good faith assumptions, estimates, or projections, which may or may not prove to be correct.

7.4. Offeror should not rely upon oral statements made or explanations given by the County, including any oral responses to Questions or other inquiries. No prior, current, or post award communication(s) with any officer, agent, or employee of the County shall affect or modify any terms or requirements of this RFQ, except as explicitly provided for in this RFQ.

8. OFFEROR COMMUNICATIONS

8.1. All communications from Offeror (including its employees, agents, and representatives) to the County or its officers and employees (including consultants working on or assisting with this procurement), related to this RFQ or Offeror’s quote, must be directed in writing exclusively to the Contracting Officer, unless otherwise authorized in writing by the Contracting Officer. Offerors shall not communicate with or attempt to contact any other County personnel about this solicitation, except as otherwise allowed for in this RFQ or by law. Any improper contact may, at the County’s sole discretion, cause Offeror to be removed from consideration for contract award.

8.2. If Offeror issues any public announcement or otherwise engages in communication that, in the County’s sole determination, compromises the integrity of this RFQ process or attempts to restrain competition, Offeror may be removed from consideration for award.

8.3. Audio and/or video recording of presentations, discussions, negotiations, , or other communications with the County regarding this RFQ are prohibited, unless specifically authorized in writing by the Contracting Officer.

9. SOLICITING EMPLOYEES

9.1. Until contract award, Offerors shall not, directly or indirectly, solicit any employee of the County to leave the

County’s employ in order to accept employment with Offeror, its affiliates, actual or prospective contractors, or any person acting in concert with Offeror without prior written approval of the County’s Contracting Officer.

This paragraph does not prevent the employment by Offeror of a County employee who has initiated contact with Offeror.

10. PROHIBITED CONTRACTS AND SUBCONTRACTS

10.1. In accordance with Section 67 of the San Diego County Administrative Code, the County shall not contract with, and shall reject any quote submitted by, the person or entities specified below, unless the Board of Supervisors finds that special circumstances exist which justify the approval of such contract:

10.1.1. Persons employed by the County or of public agencies for which the Board of Supervisors is the governing body;

10.1.2. Profit-making firms or businesses in which employees described in subsection 11.1.1 serve as officers, principals, partners, or major shareholders;

10.1.3. Persons who, within the immediately preceding twelve (12) months, came within the provisions of subsection 11.1.1 and who (i) were employed in positions of substantial responsibility in the area of service to be performed by the contract; or, (ii) participated in any way in developing the contract or its service specifications; and

10.1.4. Profit-making firms or businesses in which the former employees described in subsection 11.1.3 serve as officers, principals, partners, or major shareholders.

10.2. Per Board Policy A-79, a successful Offeror that is a non-profit corporation shall not subcontract any work under the agreement with a related for-profit subcontractor where an interlocking directorate, management, or ownership relationship exists, unless specifically authorized by the Board of Supervisors.

10.3. Offeror certifies that, if awarded a contract under this RFQ, such contract will be in compliance with Sections

11.1 and 11.2 above. Offeror shall promptly notify the County of any change in circumstance affecting these provisions.

AUCTION AND LIQUIDATION SERVICES

11. CALIFORNIA REVENUE & TAXATION CODE § 18662

11.1. In compliance with California Revenue and Taxation Code § 18662, if Offeror is a non-resident of California

(out-of-state invoices) that receives California source income and has not completed Franchise Tax Board Form 590, there may be a backup withholding on all payments. Fifteen (15) business days prior to the first payment from the County, new suppliers or suppliers with expired forms or forms with incorrect information must submit new forms to the County (forms are available from the Franchise Tax Board website listed below).

11.2. Under certain circumstances, Offerors may be eligible for reduced or waived nonresident withholding. If Offeror has already received a waiver or a reduced withholding response from the State of California and the response remains valid, Offeror should submit the response to the County in lieu of the forms. Failure to submit the required forms will result in withholding of payments. Offerors should access the Franchise Tax Board websites, listed below, for tax forms and relevant information regarding non-resident withholding, including waivers or reductions. The County will not give Offerors any tax advice. It is recommended that Offerors speak with their tax advisers and/or the State of California for guidance.

Franchise Tax Board Websites:

https://www.ftb.ca.gov https://www.ftb.ca.gov/forms/search/

11.3. If selected for award, Offeror must submit applicable forms to the Auditor & Controller via fax, at (858) 694- 2060, or mail originals to: County of San Diego, 5530 Overland Avenue, Suite 410, San Diego, CA 92123. The P.O. Number or Contract Number (if available) and “California Revenue and Taxation Code § 18662” must appear on fax cover sheet and/or the outside of the mailing envelope.

12. W-9 FORM

12.1. If selected for award, Offeror must complete and submit a W-9 form if a current form is not on file with the

County.

C. SUBMITTAL ITEMS

Offeror’s response to these Submittal Items shall be no more than 15 pages.

1. EXHIBIT 1 - REQUIRED FORMS

1.1 Submit a completed and signed Offeror’s Cover Page (PC600) form

• Required for all Offerors

• located at:

https://www.sandiegocounty.gov/content/dam/sdc/purchasing/docs/PC600_dpc_Offerors_Cover_Page.pdf

1.2 Submit a completed and signed Representations and Certifications form (PC601)

• Required for all Offerors

• located at:

https://www.sandiegocounty.gov/content/dam/sdc/purchasing/docs/PC601_dpc_Reps_and_Certs.pdf

1.3 Submit a completed and signed Small-Local Business Self-Certification Form (PC610)

• All Offerors are encouraged to complete this form to support County data collection.

• located at:

https://www.sandiegocounty.gov/content/dam/sdc/purchasing/docs/PC610_dpc_Small_Local_Self_Cert.pdf

1.4 Submit a completed and signed Nondisclosure Indemnification Agreement (PC620) (if applicable).

• Required if submitting Confidential/Proprietary Information (see RFQ Instructions and Rules section 4.2)

• located at:

https://www.sandiegocounty.gov/content/dam/sdc/purchasing/docs/PC620_dpc_Nondisclosure_Indemnity.pdf

2. EXHIBIT 2 - PROGRAM/TECHNICAL EXHIBIT

2.1 Lot 1: Vehicle Auction Experience

Confirm (YES/NO) that the Offeror has or will have at the execution of this contract the following (If yes to any of the following, please describe experience):

https://www.ftb.ca.gov/ https://www.ftb.ca.gov/forms/search/ https://www.sandiegocounty.gov/content/dam/sdc/purchasing/docs/PC600_dpc_Offerors_Cover_Page.pdf https://www.sandiegocounty.gov/content/dam/sdc/purchasing/docs/PC601_dpc_Reps_and_Certs.pdf https://www.sandiegocounty.gov/content/dam/sdc/purchasing/docs/PC610_dpc_Small_Local_Self_Cert.pdf https://www.sandiegocounty.gov/content/dam/sdc/purchasing/docs/PC620_dpc_Nondisclosure_Indemnity.pdf

2.1.1 Minimum Mandatory Requirements

2.1.1.1 YES [ ] NO [ ] Minimum of five years’ experience with auction services, with at least two years’ experience in the auction of estate property at a public auction facility.

2.1.1.2 YES [ ] NO [ ] Experience publicly auctioning vehicles, including but not limited to, passenger cars, trucks, vans, vintage automobiles, recreational vehicles, motor homes, and boats.

2.1.1.3 YES [ ] NO [ ] Be in compliance with Title 2.95 (commencing with Section 1812.600) of Part 4 of Division 3 of the California Code, CIV 1812.600.

2.1.1.4 YES [ ] NO [ ] Possession of a Department of Motor Vehicles (DMV) Vehicle Dealer license.

2.1.1.5 YES [ ] NO [ ] Be an established private industry partner with the DMV pursuant to VEH

1685.

2.1.1.6 YES [ ] NO [ ] Experience preparing DMV documentation fee, smog, tax and registration fees accrued by the buyer.

2.1.2 Non-Mandatory Requirements

2.1.2.1 YES [ ] NO [ ] Experience with advertising for auctions to maximize exposure and achieve the highest sale price.

2.1.2.2 YES [ ] NO [ ] Experience maintaining a website and advertising each auction with the use of photographs of the property to be sold.

2.1.2.3 YES [ ] NO [ ] Experience preparing a digital publication with auction information, including the material to be offered at the auction.

2.1.2.4 YES [ ] NO [ ] Experience providing secure storage of vehicles until they are sold.

2.1.2.5 YES [ ] NO [ ] Experience providing an appraised value for all vehicle types.

2.1.2.6 YES [ ] NO [ ] Have available additional vehicle services such as tires, transportation, and rekeying.

2.1.2.7 YES [ ] NO [ ] Have available security during preview and at time of auction.

2.1.2.8 YES [ ] NO [ ] Experience accepting credit cards for form of payment, reporting sales, distributing funds.

2.2 Lot 2: Firearm Auction Experience

Confirm (YES/NO) that the Offeror has or will have at the execution of this contract the following (If yes to any of the following, please describe experience):

2.2.1 Minimum Mandatory Requirements

2.2.1.1 YES [ ] NO [ ] Minimum of five years’ experience with auction services, with at least two years’ experience in the auction of estate property at a public auction facility.

2.2.1.2 YES [ ] NO [ ] Be in compliance with Title 2.95 (commencing with Section 1812.600) of Part 4 of Division 3 of the California Code, CIV 1812.600.

2.2.1.3 YES [ ] NO [ ] Possession of a Federal Firearms License and meet all requirements from the California Firearm Dealer Licensure.

2.2.2 Non-Mandatory Requirements

2.2.2.1 YES [ ] NO [ ] Experience with advertising for auctions to maximize exposure and achieve the highest sale price.

2.2.2.2 YES [ ] NO [ ] Experience publicly auctioning firearms and ammunition.

2.2.2.3 YES [ ] NO [ ] Experience providing an appraised value for all firearms, and ammunition.

AUCTION AND LIQUIDATION SERVICES

2.2.2.4 YES [ ] NO [ ] Experience providing safety, security, and storage of firearms and ammunition until the items are sold.

2.2.2.5 YES [ ] NO [ ] Can provide transportation and storage of firearms and ammunition.

2.2.2.6 YES [ ] NO [ ] Have available security during preview and at time of auction.

2.2.2.7 YES [ ] NO [ ] Experience accepting credit cards for form of payment, reporting sales, distributing funds.

* Sections 2.3 through 2.6 apply to both Lot 1 and Lot 2.

2.3 Business Structure: Provide a job description for all staff positions in the proposed program (including administrative and direct service):

2.3.1 Position title and requirements which may include skills, education, experience, and certifications.

2.3.2 Position description including decision authorities, reporting responsibilities, and duties.

2.3.3 Hourly and salary range.

2.3.4 If position is not full-time, identify the portion of a full-time position, such as 0.75, 0.5, etc.

2.4 References: Provide a minimum of three (3) business references for the Offeror’s most relevant similar projects or program within the past five (5) years. County staff will verify the information provided. Each reference should be summarized in no more than one (1) page and should include the following:

2.4.1 Reference organization’s name and purpose.

2.4.2 Reference organization’s mailing address, phone number, and email address.

2.4.3 Contact person representing the reference organization, title, phone number and e-mail address. The reference contact person must be familiar with the Offeror, and the Offeror’s relevant experience and performance.

2.4.4 Brief statement of the person’s or organization’s relationship to the Offeror, and the period of the relationship.

2.4.5 A summary narrative of the applicable work provided; fee and agreement term for the work; if the program’s service was completed within the original agreement fee and term (explain reasons for any fee increase and delays); problems encountered and resolutions; agreement objectives and results.

Explain how the experience could be beneficially applied to this project.

2.4.6 If the previous work was not similar, list three (3) references who can attest to the Offeror’s competency.

2.4.7 If an Offeror lists a County of San Diego Contracting Officer’s Representative (COR) or Health and Human Services Agency staff member as a reference, the review committee shall rely upon compliance and performance history provided by Agency Contract Support.

2.5 Program Delivery

2.5.1 Confirm (YES/NO) that your organization can meet the requirements outlined in the Statement of Work (pertaining to the Lot for which the offeror is proposing)

Lot 1 Vehicles YES [ ] NO [ ]

Lot 2 Firearms YES [ ] NO [ ]

2.5.1.1 If yes, please describe the Offeror’s program design to achieve each objective and requirement for the Lot for which the offeror is proposing within the Statement of Work.

Lot 1 Vehicles Lot 2 Firearms

2.5.2 Confirm (YES/NO) that Offeror has a physical office site and staffing within San Diego County.

YES [ ] NO [ ]

2.5.2.1 If yes, please list office address(es).

2.6 Implementation Plan

2.6.1 Provide an action plan for program implementation. Include start dates and completion dates for all the actions leading up to a fully functioning program. Plan should include required strategies employed, responsibilities (persons, organizations, and agencies), dependencies (actions which must be completed before subsequent actions may be initiated or completed), and milestones (significant actions and dates in the implementation) with dates and weeks beginning with Offeror receiving Notice of Intent to Award (NOI) of the Agreement. The County plans to award a contract for services to start on July 1, 2026. Make sure to include your recruitment plan to ensure that enough positions are filled to perform the SOW.

3. EXHIBIT 3 - COST/PRICE EXHIBIT

3.1 Submit a completed Payment Schedule. Offeror should respond to those lots for which it desires to be considered for award.

3.2 Confirm (YES/NO) that Offeror understands that prices are firm fixed for the term of this contract and cannot be increased at any time. In addition to this, please confirm Offeror understands this is the only compensation Offeror will receive for work performed, and shall be all inclusive of any overhead costs, or items not itemized in Exhibit C.

YES [ ] NO [ ]

4. EXHIBIT 4 – ACCEPTANCE OF TERMS AND CONDITIONS

4.1 Confirm acceptance “YES/NO” of the County of San Diego’s Draft Agreement (including insurance requirements):

YES ☐ NO ☐

4.1.1 If “NO,” provide a detailed list of exceptions to the terms and conditions, the nature of its concern, and what terms the Offeror is willing to accept.

Note: The Offeror will be deemed to have accepted any terms and conditions of the Contract to which it does not take exception to. The County may, as part of its evaluation process, conclude that exceptions are so numerous and/or material as to make Offeror’s response to the solicitation unacceptable.

5. EXHIBIT 5 – CONFIDENTIAL PROPRIETARY

5.1 Include any Confidential/Proprietary Information in this exhibit, in accordance with RFQ Instructions and Rules section 4.2

D. REQUIRED FORMS

(RESERVED)

E. STATEMENT OF WORK

1. Scope of Work The Contractor shall provide Auctioneer and Liquidation services for publicly auctioning property such as vehicles, firearms and ammunition belonging to the estates managed by the Office of the Public Administrator and Public Guardian. The contracted firm will operate under the direction of the Public Administrator and Public Guardian only.

2. Background

The Office of the Public Administrator/Public Guardian (PAPG) is established by the San Diego County Code of Administrative Ordinances Article XXIIa, Sec. 397. PAPG resides as a division of the Health and Human Services Agency (HHSA) Aging & Independence Services (AIS). PAPG provides professional services to protect and manage the estates of decedents and at-risk individuals who are unable to make decisions for themselves.

The Public Administrator investigates and administers the estates of people who die without a will or without a suitable person to act as their administrator. This department protects the decedent's property from waste, loss or theft and ensures the estate is administered according to the decedent's wishes. The Public Administrator provides administration of estates when nominated by estate beneficiaries or family members. The Public Administrator also administers the Indigent Disposition program for the County of San Diego (County).

The Public Guardian serves as the legally appointed guardian or conservator for persons found by the courts to lack capacity to manage their financial and/or personal affairs on their own, do not have family members to help, and are vulnerable or have been a victim of abuse or neglect.

Live Well San Diego Vision: The County of San Diego, Health and Human Service Agency (HHSA), supports the Live Well San Diego vision of Building Better Health, Living Safely, and Thriving. Live Well San Diego, developed by the County, is a comprehensive, innovative regional vision that combines the efforts of partners inside and outside County government to help all residents be healthy, safe, and thriving. All HHSA partners and contractors, to the extent feasible, are expected to advance this vision. Building Better Health focuses on improving the health of residents and supporting healthy choices. Living safely seeks to ensure residents are protected from crime and abuse, neighborhoods are safe, and communities are resilient to disasters and emergencies. Thriving focuses on promoting a region in which residents can enjoy the highest quality of life.

Information about Live Well San Diego can be found on its website dedicated to the vision:

http://www.LiveWellSD.org

The Public Administrator/Public Guardian supports the County’s Live Well San Diego vision of building better health, living safely, and thriving by providing professional services to protect and manage the estates of decedents and at-risk individuals who are unable to make decisions for themselves.

A Trauma-Informed System: The County of San Diego Health and Human Services Agency (HHSA) is committed to becoming a Trauma-Informed System as part of its effort to build a better service delivery system.

All programs operated and supported by HHSA shall be part of a Trauma-Informed System, which includes providing trauma-informed services and maintaining a trauma-informed workforce. It is an approach for engaging individuals – staff, clients, partners, and the community – and recognizing that trauma and chronic stress influence coping strategies and behavior. Trauma-informed systems and services minimize the risk of re-traumatizing individuals and/or families, and promote safety, self-care, and resiliency.

Trauma-Informed Principles include:

• Understanding trauma and its impact to individuals;

• Promoting safety;

• Awareness of cultural, historical, disability, and gender issues, and ensuring competence and responsiveness;

• Supporting consumer empowerment, control, choice, and independence;

• Sharing power and governance (e.g. including clients and staff at all levels in the development and review of policies and procedures);

• Demonstrating trustworthiness and transparency;

• Integrating services along the continuum of care;

• Believing that establishing safe, authentic, and positive relationships can be healing;

• Understanding that wellness is possible for everyone.

http://www.livewellsd.org/

AUCTION AND LIQUIDATION SERVICES

Requirements, deliverables, and measurable outcomes in Exhibit A: Statement of Work that supports a Trauma- Informed System may be found in the following sections: 4 through 6.

3. Outcome Objectives

Contractor shall provide auctioneering and liquidation services to manage all aspects of vehicles (for Lot 1) and firearms and ammunition (for Lot 2) auctions, including but not limited to conducting and managing auctions, providing customer support, maintaining an auctioneering system, accepting payments, transferring property, and remitting proceeds to the estate. Services shall be performed within the agreed-upon time frame specified in the contract to ensure timely and efficient execution.

4. General Requirements for Service Delivery

4.1. Minimum Professional Requirements:

4.1.1. Lot 1 - Vehicles

4.1.1.1. A minimum of five years’ experience with auction services, with at least two year’s experience in the auction of estate property at a public auction facility.

4.1.1.2 Department of Motor Vehicles (DMV) Vehicle Dealer license.

4.1.1.3 Contractor shall be in compliance with Title 2.95 (commencing with Section 1812.600) of Part 4 of Division 3 of the California Code, CIV 1812.600.

4.1.1.4 Contractor shall be an established private industry partner with the DMV pursuant to

VEH 1685.

4.1.2. Lot 2 – Firearms

4.1.2.1 A minimum of five years’ experience with auction services, with at least two years’ experience in the auction of estate property at a public auction facility.

4.1.2.2 Contractor shall have a Federal Firearms License and meet all requirements from the California Firearm Dealer Licensure and follow all applicable laws.

4.1.2.3 Contractor shall be in compliance with Title 2.95 (commencing with Section 1812.600) of Part 4 of Division 3 of the California Code, CIV 1812.600.

4.1.3. Contractor shall provide valid licenses, certifications, and bonds to Contracting Officer’s Representative (COR) upon renewal and upon request.

4.1.4. Contractor shall be responsible for publicly auctioning:

4.1.4.1 Lot 1- Vehicles, including but not limited to, passenger cars, trucks, vans, vintage automobiles, recreational vehicles, motor homes, and boats.

4.1.4.2 Lot 2 – Firearms and ammunition.

5. Specific Requirements for Delivery

Advertising

5.1. Contractor shall be responsible for all auction advertising. Contractor shall advertise all auctions to maximize exposure and achieve the highest sale price.

5.2. Contractor shall maintain a website and advertise each auction with the use of photographs of the property to be sold.

5.3. Contractor shall state in each advertisement or announcement of the auction that all items are sold "as is" and/or other language advising that there are no expressed or implied warranties connected with the item being sold, and that not all items are returnable. Items which appear to be new or in manufacturers’ packaging are not presumed to be complete with all parts present, or to function as intended.

5.4. Contractor shall prepare a digital publication with auction information, including the material to be offered at the auction, listing, among other matters, any minimum prices.. A link of the publication shall be provided to the County for each auction.

5.4.1. Lot 1 - Vehicle publications shall include make, year model and description of vehicles to be sold.

5.4.2. Lot 2 – Firearm publications shall include model, caliber, serial number, condition, and any relevant https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?lawCode=CIV&sectionNum=1812.600.

https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?lawCode=CIV&sectionNum=1812.600.

AUCTION AND LIQUIDATION SERVICES

history of firearms and ammunition to be sold.

5.5. Contractor shall advise the bidder of known defective conditions of an item offered for sale and shall advise the bidder of such defective conditions before offering the item at auction.

Sales Planning Requirement

5.6. Auctions may occur online or in person. Contractor is responsible for all costs associated with transporting the auctioned item to the buyer. Contractor shall provide sufficient staff to auction, clerk, cashier, disperse property, and provide security for in-person auctions or auction previews.

5.7. Contractor shall be responsible for all sale planning and shall use knowledge, expertise, experience, advertising and good marketing practices in exhibiting the property to bring maximum returns to the County.

5.8. Contractor shall register potential buyers and may collect a reasonable buyer's premium.

5.9. The Contractor shall administer the following services in accordance with the California Vehicle Code

Section 24007.5 (for vehicles) and all other applicable state and local code sections, with approval from a PA/PG Deputy, Contractor may be requested to:

5.9.1. Lot 1 - Vehicles:

5.9.1.1. Mobile tire service, as needed.

5.9.1.2. Transportation flat rate to bring the vehicle to the auction house.

5.9.1.3. Rekey services, as needed.

5.9.2. Lot 2 - Firearms:

5.9.2.1. Pickup and transportation for first firearm, flat rate.

5.9.2.1.2. Flat rate for each additional firearm if applicable (with prior approval from PAPG Deputy).

5.10. Vehicles and firearms shall not be listed for sale until approval is received from the PA/PG Deputy with a Sales Authorization Form. Until approval is received, the property shall be stored and secured. Vehicles and firearms shall be listed for the following auction after obtaining approval to sell.

5.11. Contractor shall conduct auctions on an as needed basis with a minimum of once per quarter.

5.12. All vehicles and firearms shall be sold separately. Contractor shall clear titles and registration and ensure transfer to buyer.

5.13. Combining lots of ammunition from different estates is not allowed. As Contractor deems appropriate, contractor may combine lots of ammunition from the same estate for the purpose of maximizing return and facilitating the sale, while leaving remaining items sufficiently intact to encourage the sale.

5.14. Contractor shall provide an appraised value or consultation for all vehicles, firearms, and ammunition to the PA/PG Deputy to determine value.

5.14.1. The PA/PG Deputy will submit requests via email or phone call to the Contractor to pick up all firearms and ammunition encountered. Contractor shall pick up and transport firearms and ammunition from a specified location as soon as possible but no later than four (4) hours of the time of the request.

5.14.2. Contractor shall ensure that all firearms and ammunition are inventoried, evaluated, and tagged for identification.

5.15. Contractor shall be responsible for the safety, security, and storage of vehicles, firearms and ammunition until items are sold, at no additional cost.

5.16. At the County’s expense, the County reserves the right to remove any item before the auction begins and prior to actual sale and require its return to a County designated location. The County will not be responsible for any storage fees.

6. Auction with Reserve

6.1. The County may, at any time prior to auction, establish the reserve for any item to be offered for sale by auction. No sale shall be made by Contractor below any set minimum sale price. Contractor may also propose a reserve amount to ensure the best value to the estate.

7. Preparation of Property

Contractor shall prepare property as follows:

AUCTION AND LIQUIDATION SERVICES

7.1.1. Lot 1 - Vehicles:

7.1.1.1 Inventory vehicles and determine minimum bids.

7.1.1.2. Wash, dry and vacuum vehicle at the auction site at no additional cost.

7.1.1.3. Provide mobile tire service as needed, when approved by PA/PG Deputy.

7.1.1.4. Provide rekey services as needed, when approved by PA/PG Deputy.

7.1.1.5. Prepare DMV documentation fee, smog, tax and registration fees accrued by the buyer.

Costs for these services shall be attributed to the buyer.

7.1.2. Lot 2 - Firearms:

7.1.2.1 Inventory firearms and ammunition and determine minimum bids.

8. Security

8.1. Contractor shall provide security during preview time and during the auction. Contractor can use an employee of the company for security. Contractor shall provide enough security based on the attendance of the auction to monitor attendees as they examine items. The assigned security must be unarmed.

8.2. Contractor shall protect and be liable for all property in possession from vandalism, loss, or theft at all times until final disposition. COR or PA/PG Deputy shall be notified within 24 hours if Contractor has become aware of any actual or possible loss, theft or damage to property. Contractor shall document all losses or damages. Contractor shall reimburse the estate for any losses or damages.

9. Completion of Sale Process and Accounting of Sale Requirements

9.1. A sale by auction is complete when Contractor announces by the fall of the hammer or in some other customary manner.

9.2. Contractor shall collect funds, buyer's premium, and sales tax from the buyers and report sales to County.

9.3. Contractor to determine form of payment for items purchased at the auction. Contractor shall have the ability to accept credit cards at the auction site or website.

9.4. Contractor shall disperse items purchased to buyers.

9.5. Contractor shall provide a fully computerized system for clerking, cashiering, invoicing, and reporting purposes.

9.6. Contractor shall account for all sales revenue and expenditure sales with an estate specific report containing the following and disburse any funds from such sales within ten (10) business days from the auction date.

Payment due to County shall be in the form of a single check per estate. (County to provide a template):

9.6.1. Name of Contractor and staff in attendance

9.6.2. Date of sale

9.6.3. Location of sale

9.6.4. List of items sold

9.6.5. Proceeds of sale

9.6.6. Total expenses of sale including itemized report of expenses

9.6.7. Report by estate including the following:

9.6.6.1. Description of item sold

9.6.6.2. Commission paid

9.6.6.3. Net to estate

9.7. Final prices agreed to, upon award of the contract shall be applicable and based upon a percentage of the net proceeds of the sale according to Exhibit C - Payment Schedule.

9.8. DMV documentation fees, smog, tax, and registration fees shall be charged to buyer. These fees will be deducted from the final proceeds from the sale of each estate.

9.9. Payment due to County shall be paid in accordance with Section 2 in Exhibit C – Payment Schedule.

9.10. Items that did not sell shall be listed at the Contractor’s next auction. If an item is not sold at the second

AUCTION AND LIQUIDATION SERVICES

attempt, item will be salvaged and any costs associated with the item will be the responsibility of the County.

10. Disclosure Requirement

10.1. In performing duties for the County, Contractor shall not accept compensation from more than one party, even if permitted by law, without full disclosure to all parties in the transaction. The bids for items must be registered and collected on the day of the auction.

10.2. In performing duties for the County, Contractor with a present or contemplated interest in the property shall specifically disclose such information to all affected parties. Contractor or a related party shall not acquire an interest in or buy for themselves property in the auction at any time.

10.3. All registered bidder information must be kept on file and may be requested by the County.

F. PAYMENT SCHEDULE

1. PAYMENT TYPE

Payment for services under Exhibit A - Statement of Work will be on a fixed price payment, as follows:

PRICING FOR THE INITIAL TERM: January 1, 2027 – December 31, 2027

LOT 1

Item Description Rate or Fee Vehicles

1 Vehicles (cars, RVs, boats, etc.) Percentage of sale price %

2 Transportation (towing) fee to bring to Auction House charged to Seller (Flat Rate)

3 *Mobile Tire Services – as needed only with authorization $

4 *Rekey Services - as needed only with authorization $

LOT 2

Item Description Rate or Fee Firearms

1 Firearms Percentage of sale price. %

2 Pick Up and Transportation of Firearm(s) Flat rate for 1st firearm, $

3 *Flat rate per firearm thereafter in the same pickup $

*With prior authorization from PA/PG staff

PRICING FOR THE 1st OPTION YEAR: January 1, 2028 – December 31, 2028

Item Description Rate or Fee Vehicles

1 Vehicles (cars, RVs, boats, etc.) Percentage of sale price %

2 Transportation (towing) fee to bring to Auction House charged to Seller (Flat Rate)

3 *Mobile Tire Services – as needed only with authorization $

4 *Rekey Services - as needed only with authorization $

LOT 2

Item Description Rate or Fee Firearms

1 Firearms Percentage of sale price. %

2 Pick Up and Transportation of Firearm(s) Flat rate for 1st firearm, $

PRICING FOR THE 2ND OPTION YEAR: January 1, 2029 – December 31, 2029

Item Description Rate or Fee Vehicles

1 Vehicles (cars, RVs, boats, etc.) Percentage of sale price %

2 Transportation (towing) fee to bring to Auction House charged to Seller (Flat Rate)

Firearms

1 Firearms Percentage of sale price. %

2 Pick Up and Transportation of Firearm(s) Flat rate for 1st firearm, $

PRICING FOR THE 3rd OPTION YEAR: January 1, 2030 – December 31, 2030

Item Description Rate or Fee Vehicles

1 Vehicles (cars, RVs, boats, etc.) Percentage of sale price %

2 Transportation (towing) fee to bring to Auction House charged to Seller (Flat Rate)

Firearms

1 Firearms Percentage of sale price. %

2 Pick Up and Transportation of Firearm(s) Flat rate for 1st firearm, $

AUCTION AND LIQUIDATION SERVICES

PRICING FOR THE 4th OPTION YEAR: January 1, 2031 – December 31, 2031

LOT 1

Item Description Rate or Fee

Vehicles 1 Vehicles (cars, RVs, boats, etc.) Percentage of sale price %

2 Transportation (towing) fee to bring to Auction House charged to Seller (Flat Rate)

Firearms

1 Firearms Percentage of sale price. %

2 Pick Up and Transportation of Firearm(s) Flat rate for 1st firearm, $

2. PAYMENT PROCESS

2.1. All fees will be deducted from the final proceeds from each estate sale. Payment due to County shall be in the form of a single check per estate payable and mailed to:

County of San Diego Aging & Independence Services, Public Administrator/ Public Guardian Attn: Public Administrator PO Box 23217 San Diego, CA 92193-9975

G. DRAFT AGREEMENT

The County’s contract with the successful Offeror(s) will be based upon the following Draft Agreement, structured as follows:

Draft Agreement Exhibit A – Statement of Work Exhibit B – Insurance Requirements Exhibit C – Payment Schedule

Exhibits A (Statement of Work) and C (Payment Schedule) will be added during contract finalization. Offerors will be deemed to have accepted the Draft Agreement and Statement of Work, except where Offeror has taken clear exception in its quote in accordance with and when provided for in the Submittal Items.

AUCTION AND LIQUIDATION SERVICES

Contract: ###### Services Template: rev 9/25/2025 v6.0

This agreement (“Agreement”) is made and entered into effective as of the date of the last signature on the signature page by and between the County of San Diego, a political subdivision of the State of California (“County”) and [# enter full corporate title, business structure (obtain from contractor - e.g. “a California corporation,” “a California limited liability company,” “a California public benefit corporation”), located at (complete address)] (“Contractor”), with reference to the following facts:

RECITALS

A. Pursuant to the San Diego County Administrative Code section 401, the County’s Director of the Department of Purchasing and Contracting is authorized to award a contract for Auction and Liquidation Services.

B. Contractor is specially trained and possesses certain skills, experience, education, and competency to perform these services.

C. The Chief Administrative Officer made a determination that Contractor can perform the services more economically and efficiently than the County, pursuant to section 703.10 of the County Charter.

D. The Agreement shall consist of:

• This document,

• Exhibit A Statement of Work,

• Exhibit B Insurance Requirements, and

• Exhibit C Payment Schedule.

E. In the event of a conflict between any provisions of this Agreement, the following order of precedence shall govern: First (1st) this document; Second (2nd) Exhibit B; Third (3rd) Exhibit A; and Fourth (4th) Exhibit C.

NOW THEREFORE, for valuable consideration, the receipt and sufficiency of which is hereby acknowledged, the parties agree as follows:

AUCTION AND LIQUIDATION SERVICES

Contract: ###### Services Template: rev 9/25/2025 v6.0

ARTICLE 1

KEY PROVISIONS

1.1 CONTRACTOR: _____

1.2 SERVICES: Auction and Liquidation Services

1.3 AGREEMENT TERM: The initial term of this Agreement shall begin on July 1, 2026 and end on June 30, 2027 (“Initial Term”).

1.4 OPTION TO EXTEND: The County shall have the option to extend the term of this Agreement for four (4) increments of one (1) year (each an “Option Period”), for a total of four (4) years beyond the expiration of the Initial Term, not to exceed June 30, 2031. This option shall be automatically exercised unless County notifies Contractor in writing not less than thirty

(30) days prior to an Option Period that the County does not intend to extend the Agreement.

1.4.1 Options to Extend for One to Six Additional Months at End of Agreement. County shall also have the option to extend the term of this Agreement, in one or more increments, for a total of no less than one (1) and no more than six (6) calendar months (“Incremental Options”). The County may exercise each Incremental Option by providing written notice to Contractor no fewer than fifteen (15) calendar days prior to expiration of this Agreement. The rates in effect at the time an Incremental Option is exercised shall apply during the term of the Incremental Option.

1.5 COMPENSATION: Pursuant to Exhibit C, Article 4, and other applicable provisions of this Agreement, County agrees to pay Contractor a sum not to exceed [# write out amount] ($######) (“Maximum Agreement Amount”). Furthermore, compensation for the Initial Term and any Option Periods shall not exceed the amounts shown for the Initial Term or that Option Period shown in Exhibit C.

1.6 COR: The County designates the following individual as the Contracting Officer’s Representative (“COR”).

#Name and Title

#Address #Address

#Phone and email

1.7 CONTRACTOR’S REPRESENTATIVE: Contractor designates the following individual as the Contractor’s Representative.

#Name and Title #Address #Address

#Phone and email

ARTICLE 2

PERFORMANCE OF WORK

2.1 Statement of Work. Contractor shall perform the work described in…