BILL ANALYSIS                                                                                                                                                                                                    






                             SENATE JUDICIARY COMMITTEE
                           Senator Ellen M. Corbett, Chair
                              2009-2010 Regular Session


          SB 755
          Senator Negrete McLeod
          As Introduced
          Hearing Date: April 28, 2009
          Government Code; Welfare and Institutions Code
          ADM:jd
                    

                                        SUBJECT  

                       State Contracts: Participation Goals: 
             Persons with Development Disabilities Business Enterprises

                                      DESCRIPTION  

          This bill would enact the Persons with Developmental  
          Disabilities Business Enterprise Program (PDDBEP), which would  
          govern the awarding of state contracts to developmental  
          disabilities business enterprises (DDBEs) for construction,  
          services, goods, supplies, materials, equipment, repairs, or  
          improvements.

          This bill would require all contracts awarded by an awarding  
          department (any state agency, department, or governmental  
          entity) to have statewide participation goals of not less than  
          one percent for persons with DDBEs.  These goals would apply to  
          the total number of contracts granted, let, or awarded each year  
          by each awarding department.  This bill would provide various  
          incentives to urge the participation of DDBEs in state  
          contracts.

          This bill would prohibit a person or entity from engaging in  
          knowing, intentional, willful, or fraudulent conduct, as  
          specified, related to a DDBE obtaining a state contract under  
          the PDDBEP.  This bill would provide for civil penalties, costs,  
          and attorney's fees for violations of the PDDBEP.  This bill  
          would sunset on July 1, 2014.

          (This analysis reflects author's amendments to be offered in  
          committee.)

                                                                (more)



          SB 755 (Negrete McLeod)
          Page 2 of ?



                                      BACKGROUND  

          Assembly Bill 1933 (Waters, Ch. 61, Stats. 1988) established a  
          minority-owned business enterprise (MBE) and women-owned  
          business enterprise (WBE) participation goal program that  
          required state agencies and entities awarding contracts for  
          construction, professional services, materials, supplies,  
          equipment, alteration, repair, or improvement to have annual  
          statewide participation goals of not less than 15 percent for  
          MBEs and not less than five percent for WBEs.  (Pub. Contract  
          Code Sec. 10115 et seq.)  In Monterey Mechanical Co. v. Pete  
          Wilson (9th Cir. 1997) 125 F.3d 702, the court held that these  
          provisions violated the Equal Protection Clause of the  
          Fourteenth Amendment.  

          In March 1998, then-Governor Pete Wilson issued Executive Order  
          No. W-172-98, which directed all state agencies and departments  
          to "cease any enforcement of the MBE/WBE participation goals and  
          the good faith effort requirements related thereto under the  
          Public Contract Code with respect to any state contracts or  
          amendments thereto awarded or entered, or proposed to be awarded  
          or entered, on or after March 10, 1998."  The order also stated,  
          "All actions, programs, and regulations which seek to monitor,  
          promote, or comply with the MBE/WBE goals or good faith efforts  
          related thereto under the Public Contract Code shall no longer  
          be administered and, where appropriate, be repealed."  

          Senate Bill 1517 (Dills, Ch. 1207, Stats. 1989) established a  
          three percent participation goal for disabled veteran business  
          enterprises (DVBEs) applicable to all contracts, including  
          contracts for professional bond services, to assist and  
          encourage DVBE participation in state contracts.  Thereafter,  
          amendments were made to extend the DVBE participation program to  
          include contracts of the University of California, the  
          Department of Corrections, and specified public utilities.  The  
          Monterey Mechanical Co. holding did not affect the state's DVBE  
          participation program.  

          In 1996, California's Civil Rights Initiative, better known as  
          Proposition 209, was voted into law.  Proposition 209 amended  
          the state constitution to prohibit the state, local governments,  
          districts, public universities, colleges, and schools, and other  
          governmental instrumentalities from discriminating against or  
          giving preferential treatment to any individual or group on the  
          basis of race, sex, color, ethnicity, or national origin in the  
          operation of public employment, public education, or public  
                                                                      



          SB 755 (Negrete McLeod)
          Page 3 of ?



          contracting. 

          Current law does not specifically address participation goals  
          for developmental disabilities business enterprises in state  
          contracts.  This bill would do so.  This bill was approved by  
          the Senate Governmental Organization Committee on April 14,  
          2009, and referred to this committee for evaluation of the  
          provisions within its jurisdiction.

                                CHANGES TO EXISTING LAW
           
          1.    Existing law  provides that the Department of General  
             Services (DGS) generally
             governs the provision of centralized services, including,  
            planning, acquisition, construction, and maintenance of state  
            buildings and property, purchasing and procurement.  (Gov.  
            Code Sec. 14600 et seq.; Pub. Contract Code Sec. 10100 et  
            seq.)

             Existing law  requires state agencies to give  
            "California-based" small businesses, as defined, a five  
            percent bid preference in contracts for construction, the  
            procurement of goods, or the delivery of services.  (Gov. Code  
            Sec. 14838.)
             Existing case law  held that the participation goals and the  
            good faith efforts requirements of Government Code Section  
            10115 et seq. (contracts awarded by any state entity must have  
            statewide participation goals of not less than 15 percent for  
            minority business enterprises, not less than five percent for  
            women business enterprises, and three percent for DVBEs; or  
            good faith efforts must be shown to meet the goals) violated  
            the Equal Protection Clause of the Fourteenth Amendment.   
            (Monterey Mechanical Co. v. Pete Wilson (9th Cir. 1997) 125  
            F.3d 702 [the court left intact the three percent for DVBEs].)

             Existing law  , the California Disabled Veteran Business  
            Enterprise Program, requires each awarding department in the  
            program to have annual statewide participation goals of not  
            less than three percent for DVBEs.  (Mil. and Vet. Code Sec.  
            999 et seq.)

             This bill  would require all contracts awarded by an awarding  
            department to have statewide participation goals of not less  
            than one percent for persons with DDBEs.  These goals would  
            apply to the total number of contracts granted, let, or  
            awarded each year by each awarding department.
                                                                      



          SB 755 (Negrete McLeod)
          Page 4 of ?




             This bill  would provide that, in order to encourage the  
            participation of persons with DDBEs in state contracts, each  
            awarding department must: 1) advertise all upcoming  
            opportunities to bid on competitively bid contracts in the  
            California State Contracts Register and include an Internet  
            link to bidding information; and 2) provide information to  
            persons with development disabilities enterprises regarding  
            available training and technical assistance.

          2.    Existing law  prohibits a person from engaging in knowing,  
            intentional, willful, or   fraudulent conduct, as specified,  
            related to certification as a small business or microbusiness  
            enterprise for purposes of obtaining a state contract under  
            the Small Business Procurement and Contract Act.  (Gov. Code  
            Sec. 14842.5(a).)

             Existing law  provides that any person found by the DGS to have  
            violated any of the provisions of Government Code Section  
            14842.5(a) is subject to a civil penalty of not more than  
            $5,000; may have their certification revoked; and may be  
            prohibited from further bidding on state contracts.  (Gov.  
            Code Sec. 14842.5(b)(c)(d).)

             This bill  would prohibit a person or entity from doing any of  
            the following:
                 knowingly and with intent to defraud, fraudulently  
               obtain, attempt to obtain, or aid another person or entity  
               in fraudulently obtaining or attempting to obtain, public  
               moneys, contracts, or funds expended under a contract that  
               are awarded by an awarding department, to which the person  
               or entity is not entitled;
                 knowingly and with intent to defraud, fraudulently  
               represent participation of persons with a DDBE in order to  
               obtain or retain a contract;
                 willfully and knowingly make or subscribe to any  
               statement, declaration, or other document that is  
               fraudulent or false as to any material matter, whether or  
               not that falsity or fraud is committed with the knowledge  
               or consent of the person authorized or required to present  
               the declaration, statement, or document;
                 willfully and knowingly aid or assist in, or procure,  
               counsel, or advise the preparation or presentation of a  
               declaration, statement, or other document that is  
               fraudulent or false as to any material matter, regardless  
               of whether that falsity or fraud is committed with the  
                                                                      



          SB 755 (Negrete McLeod)
          Page 5 of ?



               knowledge or consent of the person authorized or required  
               to present the declaration, statement, or document;
                 willfully and knowingly obstruct, impede, or attempt to  
               obstruct or impede, any state official or employee who is  
               investigating the qualifications of a person or entity  
               represented to be a persons with a DDBE; or
                 establish, or knowingly aid in the establishment of, or  
               exercise control over, a person or entity found to have  
               violated any of the above.

             This bill  would provide that any person or entity that  
            violates the above prohibitions against knowing, willful,  
            and/or fraudulent acts or practices related to contracts  
            awarded to DDBEs would be liable for a civil penalty of not  
            less than $10,000 or more than $30,000 for the first  
            violation, and a civil penalty of not less than $30,000 or  
            more than $50,000 for each additional or subsequent violation.  
             A person or entity that violates the above provisions would  
            be liable for all costs and attorney's fees incurred by the  
            plaintiff in a civil action, including costs incurred by the  
            awarding department for any investigations.

             This bill  would prohibit a person or entity that has violated  
            any of the above provisions from bidding on a state contract  
            or project for a period of not less than three years.  This  
            bill would provide that a person or entity that fails to  
            satisfy imposed penalties, costs, and attorney's fees would be  
            prohibited from further contracting with the state until those  
            amounts are paid.

             This bill  would require the awarding department to report all  
            alleged violations to the Attorney General, who would be  
            required to determine whether to bring a civil action.  This  
            bill would prohibit an awarding department from entering into  
            any contract with a contractor suspended for violating the  
            above provisions during the suspension period.  This bill  
            would prohibit an awarding department from awarding a contract  
            to any contractor utilizing the services of any person or  
            entity suspended during the period of suspension.

          3.    Existing law  provides that a state agency may award a  
            contract for the acquisition of goods, services, or  
            information technology that has an estimated value of greater  
            than $5,000, but less than $100,000, to a certified small  
            business, including a microbusiness, or to a DVBE, as long as  
            the agency obtains price quotations from two or more certified  
                                                                      



          SB 755 (Negrete McLeod)
          Page 6 of ?



            small businesses, including microbusinesses, or from a DVBE.   
            (Gov. Code Sec. 14838.5.)

             This bill  would add persons with DDBEs to Government Code  
            Section 14838.5.
          4.    Existing law  establishes within the DGS the Office of Small  
            Business and Disabled Veteran Business Enterprise Services,  
            with duties that include:
                 compiling and maintaining a comprehensive bidders list  
               of qualified small businesses and DVDEs;
                 coordinating with the Federal Small Business  
               Administration, the Minority Business Development Agency,  
               and the Office of Small Business Development of the  
               Department of Economic and Business Development;
                 providing technical and managerial aids to small  
               businesses, microbusinesses, and DVBEs, by conducting  
               workshops on matters in connection with government  
               procurement and contracting;
                 assisting small businesses, microbusinesses, and DVBEs  
               in complying with the procedures for bidding on state  
               contracts; and
                 developing, by regulation, other programs and practices  
               that are reasonably necessary to aid and protect the  
               interest of small businesses, miscrobusinesses, and DVBEs  
               in contracting with the state.
             (Gov. Code Sec. 14839.)

             This bill  would add persons with DDBEs to Government Code  
            Section 14839.

          5.    Existing law  provides that any state agency, city or  
            county, political subdivision, or district of this state may,  
            without advertising or calling for bids, purchase materials  
            and supplies manufactured and services provided by public or  
            private nonprofit California corporations operating community  
            rehabilitation programs serving persons with disabilities.   
            (Welf. and Inst. Code Sec. 19404.)

             This bill  would provide that contract work obtained under  
            Welfare and Institutions Code Section 19404 would be governed  
            by the contracting procedures and limitations in Government  
            Code Section 14838.5.

             This bill  would sunset on July 1, 2014.

                                        COMMENT
                                                                      



          SB 755 (Negrete McLeod)
          Page 7 of ?



           1.    Stated need for the bill  

          The author writes:

            Many people with developmental disabilities have the same  
            desire to work and become productive taxpaying citizens as do  
            people without disabilities.  But, of the roughly 90,000  
            people of working age (41 percent of the 220,000 people with  
            these disabilities), less than 25,000 have jobs of any kind.   
            The people with jobs work because employers - some large and  
            many small - were introduced to this work force and recognized  
            their value and dedication.  These employers include Qualcomm,  
            Safeway, Home Depot, Intel, Toyota, Mattel, Polaroid, and many  
            others.  They also include a few contracts with the State,  
            including janitorial and landscaping [services] at Cal-Trans  
            roadside rests, janitorial [services] at Hearst Castle and  
            many administrative jobs in departments throughout the State.   
            They also include preparation of products such as hygiene and  
            first aid for [California Department of Forestry and Fire  
            Protection], Corrections and Rehabilitation, and other  
            programs.  But, it is too small [a number], too inconsistent,  
            and too unknown by those who contract for products and  
            services for the State.  

            [This bill would call] for State Agencies, when contracting  
            for goods and services, to try to use businesses owned or  
            operated by Californians with developmental disabilities or  
            nonprofit agencies that help create jobs for this population.   
            Because so-called "affirmative action" [programs] have been  
            eliminated by the courts, the bill [would amount] to State  
            agencies setting a goal of one percent of their goods and  
            services contracts let, and then reporting back on how they  
            did towards meeting that goal.  

          2.    Discussion of Monterey Mechanical  

          In Monterey Mechanical Co. v. Pete Wilson (9th Cir. 1997) 125  
          F.3d 702, a state university solicited bids for a utilities  
          upgrade construction project.  Monterey Mechanical submitted the  
          lowest bid, but did not get the contract because it failed to  
          comply with the Public Contract Code requirements that the  
          general contractor subcontract certain percentages of the work  
          to minority, women, and disabled veteran owned subcontractors,  
          or demonstrate good faith efforts to do so.  The required goals  
          were "not less than" 15 percent for minority business  
          enterprises, five percent women, and three percent disabled  
                                                                      



          SB 755 (Negrete McLeod)
          Page 8 of ?



          veteran (23 percent total).  (Pub. Contract Code Secs. 10115,  
          10115.2.)  The second lowest bidder won the contract because it  
          complied with the good faith efforts requirement.  Monterey  
          Mechanical sued alleging that the statute violated the Equal  
          Protection Clause of the Fourteenth Amendment. 

          The Ninth Circuit agreed with Monterey Mechanical.  The court  
          found that the statutes treated non-minority and non-women owned  
          businesses differently than minority or women owned businesses. 

            [A] bidder not in any of the designated groups must  
            subcontract out at least 23 percent of the job, or make good  
            faith efforts to do so, to subcontractors in the designated  
            groups.  But a minority or female bidder can avoid that  
            requirement by keeping that group's work to itself.  Thus not  
            all general contractors bidding on state projects are treated  
            the same way.  An enterprise in all the designated categories  
            can, by keeping at least 23 percent of the work for itself,  
            avoid any of the requirements of the statute.  

          The court then examined whether the classifications could  
          survive strict scrutiny and whether they were a narrowly  
          tailored remedy for past discrimination.  The court found that  
          there was no evidence that the university or the state had  
          discriminated against the groups benefited by the statute and  
          the statute was not narrowly tailored to serve a compelling  
          governmental interest, in violation of equal protection.
          The court's ruling applies only to the participation goals for  
          minority business enterprises and women business enterprises,  
          not to disabled veteran business enterprises.  In footnote 5,  
          the court wrote, "None of the parties have presented any  
          arguments regarding the statutory provision relating to disabled  
          veterans, ?, so we disregard it in our discussion.  Monterey  
          Mechanical does not challenge its constitutionality, and the  
          University does not make any arguments relating to it.   
          Accordingly, we do not consider the disabled veterans provisions  
          of the statute, and our decision has no bearing on the  
          provisions of the statute regarding disabled veterans."  (125  
          F.3d at 706.)

          While the court did not reach the issue of whether the  
          participation goal of three percent for disabled veteran  
          business enterprises would run afoul of the equal protection  
          clause, arguably, were a court to address the question, it would  
          likely use the rational basis test, rather than strict scrutiny.  
           The U.S. Supreme Court has done so in cases alleging  
                                                                      



          SB 755 (Negrete McLeod)
          Page 9 of ?



          discrimination based on disability.  (See, e.g., Garrett v.  
          Univ. of Ala. (2001) 531 U.S. 356 [only rational basis review is  
          to be used for discrimination based on disability].)

          3.    As amended, this bill would provide that civil penalties  
            may be recovered by the Attorney General in a civil action
           
          The author's amendments would:

          Delete lines 19-29 on page 6.

          Amend lines 3-6, on page 7 as follows:

            (d) The awarding department shall report all alleged  
            violations of this section to the Attorney General who shall  
            determine whether to bring a civil action against any person  
            or entity for violation of this section.  Civil penalties  
            shall not be less than ten thousand dollars ($10,000) or more  
            than thirty thousand dollars ($30,000) for the first  
            violation, and a civil penalty of not less than thirty  
            thousand dollars ($30,000)or more than fifty thousand dollars  
            ($50,000) for each additional or subsequent violation.

          4.    This bill would define "persons with developmental  
          disabilities business enterprise"  

          Under the bill, "persons with developmental disabilities  
          business enterprise" would mean a business or organization  
          certified pursuant to DGS regulations as meeting any of the  
          following: 1) a business concern at least 51 percent owned by  
          one or more persons with a developmental disability; 2) a  
          business concern managed by, and the daily business operations  
          controlled by, one or more persons with a developmental  
          disability; or 3) a community-based nonprofit organization that  
          employs persons with a development disability that meets  
          specified conditions.

          This definition goes to the heart of the bill, which is to  
          provide a statutory framework that would encourage and allow  
          greater participation by developmental disabilities business  
          enterprises and their employees in state contracts.

          5.    Opposition  

          Disability Rights California (DRC), a non-profit organization  
          involved in advancing the rights of Californians with  
                                                                      



          SB 755 (Negrete McLeod)
          Page 10 of ?



          disabilities, has expressed concern with the fact that this bill  
          would incorporate "community-based nonprofit organizations"  
          within the definition of a PDDBE.  Specifically, the DRC  
          references Section 214 of the U.S. Labor Code, which permits  
          employers to pay less than minimum wage to "handicapped  
          workers."  The DRC argues that such organizations typically do  
          not offer minimum wages or full equality in the terms and  
          conditions of employment (including benefits) and they do not  
          offer fully integrated work environments.
           

          Support  :  None Known

           Opposition  :  Disability Rights California (oppose unless  
          amended)

                                        HISTORY

          Source  :  The California Disability Services Association

           Related Pending Legislation  :  None Known

           Prior Legislation  :

          SB 1687 (Negrete McLeod, 2008, May 27, 2008 amended version) was  
          virtually identical to SB 755 with respect to Sections 1 - 6 of  
          SB 755 and very similar to SB 1687, as amended July 2, 2008.   
          This bill was held in the Assembly Appropriations Committee.
                     
           SB 1008 (Machado, Ch. 632, Stats. 2003), among other things,  
                                                                                      strengthens the sanctions that can be levied against businesses  
          that fraudulently misrepresent their eligibility for DVBE  
          certification.  

          AB 669 (Cohn, Ch. 623, Stats. 2003), among other things,  
          requires small businesses and DVBEs to perform commercially  
          useful functions, as defined, in relation to any contract those  
          businesses are awarded under existing provisions of law.  The  
          bill also revised the definition of disabled veteran to require  
          that the veteran have at least a 10 percent service-connected  
          disability and be domiciled in California.

           Prior Vote  :  Senate Committee on Governmental Organization (Ayes  
          12, Noes 0)

                                    *************
                                                                      



          SB 755 (Negrete McLeod)
          Page 11 of ?