The SBE Compliance Shield™
for California Government
Brown Management is a Certified Small Business Enterprise (SBE) and licensed professional fiduciary. We help municipalities meet California's mandatory 25% SBE participation goals while delivering elite fiduciary oversight — court-admissible, audit-ready, and structured under the no-bid threshold of $119,100 (PCC §§20111, eff. January 1, 2026).
Certified SBE · Direct award eligible · No RFP required · No committee approval needed.
Expansion Roadmap
Local → Regional → State
Phase 1 — Local
Active- LBCF Preferred Vendor
- Long Beach non-profit walled garden
- $10M+ gift portfolio sealed
Phase 2 — Regional
Q3 2026- LA Community Foundation expansion
- City & County mandate penetration
- Consortium partner scaling
Phase 3 — State
2027- EDD / Social Services targeting
- $100M+ audit failure contracts
- Sovereign OS as differentiator
Is a Federal Audit Finding a Career-Ending Event?
Our AI-powered reporting is designed to pass federal audits. We've never had a finding.*
Precision-Targeted by Agency
We Know Your Agency's Specific Challenge
Select your agency to see how Brown Management addresses your exact compliance gap.
When an IHSS or APS client becomes incapacitated with no responsible party, CDSS has no vetted fiduciary partner for rapid deployment. Each unmanaged case is an audit finding waiting to be written.
Brown Management Response
We are your emergency deployment partner — 48-hour conservatorship acceptance.
Unique capability + under $119,100 threshold — direct award eligible
- Pricing under $119,100 threshold
- Small Business Option pathway
- Cal eProcure registered — contract-ready today
- Unique AI capability — no comparable vendor
Proprietary Technology
The Compliance System Behind Every Engagement
An AI-powered fiduciary management system that produces court-admissible, real-time case reporting. Every action is logged, audited, and reportable. No black boxes. Designed to minimize surprises at audit time.
Built on the BJR Mandate™ — every output is simultaneously Beyond Judicial Rebuke and Beyond Invoice Challenge. This is not a product. It is a risk elimination system.
Credentials That Pass Any Audit
Every credential is verifiable. Every claim survives a public records request.
No RFP Required
Three Ways to Award Without an RFP
Your procurement officer can award a contract to Brown Management today. No committee. No full RFP cycle. Three legally-sound options.
Direct Award
Contracts under $119,100 can be awarded directly by your procurement officer. No RFP. No committee vote. No delay.
SBE / Small Business Option
Brown Management's Certified SBE status qualifies for the SB Option — a legally-defensible no-bid route that simultaneously satisfies California's mandatory small business participation requirements.
Sole Source
Sovereign OS™ provides AI-powered, court-admissible, real-time fiduciary reporting not available from any other licensed fiduciary in California.
All three pathways are legally defensible and survive public records requests. Brown Management provides full documentation for your procurement file.
Past Performance
Proven Results Across California Agencies
The following outcomes are drawn from actual engagements. Client and agency identities are anonymized per fiduciary confidentiality standards.
Deployed Sovereign OS™ reporting within 30 days of appointment. Zero court continuances due to missing documentation across a 14-month engagement. All accountings filed on time.
Administered a multi-beneficiary supervised trust on behalf of a state social services program. Three independent audits conducted over 24 months. Zero findings, zero exceptions.
Received emergency appointment on a Friday afternoon. Full asset inventory, financial institution notifications, and care coordination completed within 72 hours. Court investigator commended the response time in writing.
*All case details anonymized. Outcomes reflect actual engagements. Results may vary based on case complexity, jurisdiction, and scope of appointment.
Transparent Pricing — All Under Threshold
Every tier is priced under California's $119,100 no-bid threshold. No surprises. No hidden fees.
Single-agency pilot. 3–5 active cases. Full Audit Intelligence Engine™ reporting. 90-day term.
County-level partnership. Up to 25 active cases. Monthly compliance reports. 12-month term.
State agency partnership. Unlimited cases within scope. Quarterly audit-ready reporting. 12-month term.
Every Engagement Maps to a Fixed-Price SOW
All three tiers are structured as fixed-price Statements of Work — aligned to California procurement thresholds and designed for direct award.
| SOW Element | Sentinel ($15K) | Guardian ($55K) | Compliance Shield ($95K) |
|---|---|---|---|
| Term | 90 days | 12 months | 12 months |
| Active Cases | 3–5 | Up to 25 | Unlimited (within scope) |
| Reporting | Full audit reporting | Monthly compliance reports | Quarterly audit-ready reports |
| Procurement Path | Direct award | Direct award | Direct award |
| Under $119,100 Threshold | ✓ Yes | ✓ Yes | ✓ Yes |
All SOWs include full documentation for your procurement file. Performance milestones and incentive fees are structured per FAR Part 16.4 provisions where applicable.
AI-Powered Government Intelligence
Our system coordinates specialized AI experts across multiple domain councils. For government procurement, it runs continuous compliance monitoring, risk modeling, and audit-readiness checks on every active case.
Zero Adverse Findings
Our Risk Intelligence Engine monitors every case against IHSS, APS, and federal oversight requirements in real time. Compliance gaps are flagged before they become findings.
48-Hour Deployment
When an agency has a beneficiary with no responsible party, Our system pre-screens the case and prepares the acceptance package before the first call ends.
Court-Admissible Reports
Every case generates structured reports that satisfy federal and state audit requirements automatically. Your agency receives documentation it can submit directly to oversight bodies.
The 2-Minute Pitch
Why Procurement Officers Choose Brown Management
When a procurement officer recommends Brown Management, they are recommending the safest possible choice. Here is the complete case.
No One Gets Fired
Brown Management is California's only AI-powered licensed professional fiduciary. Recommending us is the defensible, career-safe choice. We are the IBM of California fiduciary services.
We Are Already Vetted
CLPF #790. Cal eProcure registered (BID0127709). SAM.gov registration in progress. Sole-Source Eligible. Bonded and insured. Every compliance box is already checked.
We Solve Your Specific Problem
When a beneficiary has no responsible party, when an estate is contested, when a federal audit is pending — we are the specialized firm that resolves the case without creating new problems.
Zero Adverse Findings
Our AI-powered Sovereign OS™ generates real-time compliance reports designed to satisfy federal and state audit requirements. Our record to date: zero adverse court or audit findings. Your agency's record stays clean.
Under Threshold — No Bid Required
Every engagement tier is priced under California's $119,100 no-bid threshold. You can engage us today under a sole-source justification without a competitive bid process.
Sovereign OS™ Reporting
Every case generates a court-admissible, audit-ready report. Your agency receives documentation that satisfies IHSS, APS, and federal oversight requirements automatically.
Request a 20-Minute Technical Briefing
We will walk you through our proprietary OS architecture and how it addresses your agency's specific compliance gap. No sales pressure. No commitment.
Why Brown Management. In Two Minutes.
The case for appointment — built for procurement officers, agency directors, and general counsel.
The Problem We Solve
California state agencies manage billions in benefits for individuals who cannot manage their own affairs. When a beneficiary becomes incapacitated with no responsible party, agencies face audit exposure, federal clawback risk, and reputational liability. There is no internal mechanism to resolve it.
Our Unique Solution
Brown Management is California's only AI-powered licensed professional fiduciary registered on Cal eProcure (BID0127709) with We accept emergency deployments within 48 hours, maintain 100% court-compliance records, and produce AI-generated audit-ready reports that satisfy federal oversight requirements.
Why No-Bid Is Justified
No comparable vendor combines CLPF licensure, Cal eProcure registration, and AI-powered reporting in a single firm. Under Government Code §19130(b) a sole-source award is legally defensible. Contract value typically falls under the $119,100 no-bid threshold.
"The safest procurement decision your agency will make this year."
Licensed · Bonded · Insured · AI-Powered · Audit-Ready · Sole-Source Eligible
You pay zero dollars out of pocket.
Already in the budget. Reimbursement eligible. Our fees are paid from the funds we manage — not from your agency's operating budget.
Independent Verification
Ask your CPA to verify.
90-day pilot. Zero obligation.
FEE STRUCTURE
How We Get Paid
Neither side pays out of pocket.
For Providers
We check your receipts before the auditor does.
You get paid faster.
The fee is already in your grant budget.
For Cities
Brown Management is the neutral, independent Technical Assistance Contractor. We verify compliance — we do not run the program.
We find money you did not know you had.
You keep 80 percent.
We keep 20 percent.
If we find nothing you owe nothing.