RFP for Probate Investigation Services for Yolo Court

The Superior Court of California, County of Yolo is requesting proposals for probate investigation services under RFP 3-SP-2026-0027, with proposals due September 24, 2026. The contract carries a 3% Disabled Veteran Business Enterprise preference bonus in evaluation scoring.

The scope covers investigations related to guardianships, conservatorships, and probate matters under California Probate Code sections, with the Court anticipating 15–20 investigations per month. Proposers must hold a current Private Investigator's License and demonstrate at least five consecutive years of documented experience providing similar services. Required insurance includes workers' compensation, commercial general liability of $1 million per occurrence and $2 million aggregate, commercial automobile liability, and sexual misconduct insurance. Proposers must comply with California Probate Code requirements and California Rules of Court regarding investigator qualifications and ethical standards.

The contract term is three years with two optional one-year renewal periods. Submitted pricing must remain firm for 180 days. The Court reserves the right to award multiple contracts to different vendors and to conduct optional interviews in October 2026, with an Intent to Award notification targeted for November 2026 and a project start date of January 2027. Payment is rendered upon completion of tasks, with the Court retaining the option to withhold up to 10% of each invoice until receipt and acceptance of final deliverables.

Evaluation is weighted as follows: Experience on Similar Assignments (30%), Credentials of Personnel (20%), Quality of Work Plan (20%), and Cost (30%), plus the 3% DVBE preference bonus. All proposals must be submitted electronically through the Court's Bonfire online procurement platform. The Court reserves the right to award to other than the highest-scoring vendor if necessary to achieve superior value effectiveness, reject all bids, seek best and final offers, or request product demonstrations. Vendors must accept the Court's standard contract form; exceptions to minimum terms including Vendor Certification Clauses, Indemnity provisions, Limitation of Liability, and Choice of Law and Jurisdiction provisions may render a bid non-responsive. All bid preparation costs are the sole responsibility of the vendor.