BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  AB 550
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          Date of Hearing:   April 9, 2013

          ASSEMBLY COMMITTEE ON JOBS, ECONOMIC DEVELOPMENT AND THE ECONOMY
                                 Jose Medina, Chair
                     AB 550 (Brown) - As Amended:  March 14, 2013
           
          SUBJECT  :   State government: Office of Small Business and  
          Disabled Veteran Business Enterprise Services

           SUMMARY  : Makes several key changes to state procurement  
          procedures for the purpose of increasing small business,  
          including microbusiness, and disabled veteran-owned business  
          enterprise (DVBE) participation rates.  More specifically,  the  
          bill  : 

          1)Expresses legislative intent that, among other things, state  
            that:

             a)   California spends billions of dollars each year on state  
               contracts;
             b)   Small businesses are the principal source of new jobs in  
               the state;
             c)   Disabled veterans have made incomparable sacrifices  
               while serving and protecting our country; and 
             d)   Enhancing opportunities for small businesses to  
               participate in state contracting is "good" business for  
               California.  

          2)Increases the maximum contract threshold amount for awards to  
            a small business and DVBE, under a specific streamlined  
            procurement process, from $250,000 to $500,000. 

          3)Sets an annual 25% small business participation level for each  
            state agency's contracting activity.  State agencies that fail  
            to achieve the participation rate are required to submit an  
            explanation and remediation plan to the Governor's Office and  
            the Legislature.  Directs the Department of General Services  
            (DGS) to provide guidance on the remediation plan.

          4)Requires state agencies to promote the use of small businesses  
            in state contracting, to review small business participation  
            levels, and to develop a plan for increasing small business  
            participation levels within 60 days if participation levels  
            are low.









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          5)Requires DGS to research and examine best contracting  
            practices for utilizing small businesses and present these  
            findings and make recommendations to the Legislature.

          6)Provides that the 25% small business participation  
            requirements should not be construed to require an action that  
            would violate a court order or result in the loss of federal  
            funding. 

           EXISTING LAW  :

          1)Designates DGS to administer the state Small Business  
            Procurement and Contract Act (Small Business Act), including a  
            streamlined procurement process which is exempt from  
            advertising, bidding, and protest provisions in the State  
            Contract Act for the acquisition of goods, services, or  
            information technology. 

          2)Defines a small business as independently owned, not dominant  
            in its field of operation, domiciled in California, employing  
            100 or fewer employees, and earning $10 million or less in  
            average annual gross revenues for the three previous years.  

          3) Defines a microenterprise as a small business that has on  
            average annual gross receipts of $250,000 or less during the  
            previous three years or is a manufacturer with 25 or fewer  
            employees.

          4)Defines a DVBE as a business entity that is at least 51% owned  
            or controlled by one or more disabled veterans, as specified. 

          5)Establishes the State Contract Act for the purpose of  
            governing contract practices between state agencies and  
            private contractors, covering, among other items, contracts  
            for projects with a value of over $250,000, adjusted  
            biennially for changes in the California Construction Index,  
            as specified.

           FISCAL EFFECT  :   Unknown

           COMMENTS  :   

           1)Author's Purpose  :  According to the author, "In 2006, Governor  
            Arnold Schwarzenegger issued Executive Order S-02-06 and in  
            2001, Governor Gray Davis issued Executive Order D-37-01,  








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            which, among other directives, called for California to lead  
            the nation in creating an optimum environment which affords  
            all business equal access to state agency contracting  
            opportunities. Their orders, which required all state agencies  
            to aggressively pursue an annual 25 percent small business  
            participation level in state contracting, helped spur a state  
            commitment to the success of small businesses and acknowledged  
            that enhancing opportunities for these entities to participate  
            in the state contracting process was "good business" for  
            California.  

            AB 550 seeks to solidify the state's commitment to small  
            businesses by codifying both Executive Order S-02-06 and  
            Executive Order D - 37-01. Specifically, the bill requires  
            state agencies and departments to aggressively pursue a 25%  
            participation level in state contracting and increases the  
            maximum amount under the Small Business Procurement and  
            Contract Act from $250,000 to $500,000."

           2)Framing the Policy Issue  :  The measure proposes a range of  
            activities for improving state procurement practices relative  
            to small business and DVBE contract participation.  Given the  
            significance of small businesses within the California economy  
            and the significant contributions DVBEs have made to national  
            security, the author proposes that that the state must do a  
            better job to ensure greater contract participation of small  
            businesses and DVBEs.  

            The analysis includes more specific information on the role of  
            small businesses in the California economy, the state's  
            limited progress in meeting existing small business and DVBE  
            mandates.

           3)Small Businesses within the California Economy  :  California's  
            dominance in many economic areas is based, in part, on the  
            significant role small businesses play in the state's $1.9  
            trillion economy.  Businesses with less than 100 employees  
            comprise nearly 98% of all businesses, and are responsible for  
            employing more than 37% of all workers in the state.  

            Among other advantages, small businesses are crucial to the  
            state's international competitiveness and are an important  
            means for dispersing the positive economic impacts of trade  
            within the California economy.  California small businesses  
            comprised 96% of the state's 60,000 exporters in 2009, which  








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            accounted for over 44% of total exports in the state.   
            Nationally, small businesses represented only 31.9% of total  
            exports.  These numbers include the export of only goods and  
            not services.

            Historically, small businesses have functioned as economic  
            engines, especially in challenging economic times.  During the  
            nation's economic downturn from 1999 to 2003, microenterprises  
            (businesses with fewer than five employees) created 318,183  
            new jobs or 77% of all employment growth, while larger  
            businesses with more than 50 employees lost over 444,000 jobs.  
             From 2000 to 2001, microenterprises created 62,731 jobs in  
            the state, accounting for nearly 64% of all new employment  
            growth.  More recently, the federal Small Business  
            Administration's Small Business Economy 2011 report, stated  
            that small businesses nationally outperformed large firms in  
            net job creation nearly three out of four times from 1992  
            through 2010 when private-sector employment rose.   

           4)Income Disparity  :  Policies that encourage small businesses  
            access to state procurement opportunities can help to redirect  
            the increasing income disparity dynamic.  Unlike other forms  
            of income, business income, as a proportion of total income,  
            has continued to increase in value as other forms of income,  
            such as wages, has remained relatively stagnant.

            According to 2011 Congressional Budget Office report on  
            after-tax incomes of American households between 1979 and  
            2007, income for households at the higher end of the income  
            scale rose much more rapidly than income for households in the  
            middle and at the lower end of the income scale.  Most  
            significantly, by the end of the report period (2005 and  
            2007), the after-tax income received by the top 20% exceeded  
            the after-tax income of the remaining 80%.  The chart below  
            illustrates the Congressional Budget Office's findings in more  
            detail.


             ------------------------------------------------------------ 
            |            After-Tax Income Growth 1979 to 2007            |
             ------------------------------------------------------------ 
            |-----------+-------------+--------------+-------------------|
            |  Income   |   Income    |  Percentile  | Percentage Growth |
            |  Bracket  |   Earners   |              |                   |
            |-----------+-------------+--------------+-------------------|








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            |     1     |Top 1%       |        100th |               275%|
            |-----------+-------------+--------------+-------------------|
            |     2     |Next 20%     | 81st to 99th |                65%|
            |-----------+-------------+--------------+-------------------|
            |     3     |Next 60%     | 20th to 80th |                40%|
            |-----------+-------------+--------------+-------------------|
            |     4     |Bottom 20%   |    1 to 19th |                18%|
             ------------------------------------------------------------ 
             ------------------------------------------------------------ 
            | Source: Trends in the Distribution of House Income Between |
            |1979 and 2007,3 Congressional Budget Office, 2011           |
             ------------------------------------------------------------ 

            The two primary reasons for the increase in income disparities  
            were the uneven distribution in the sources of household  
            income and the differing economic circumstances of those  
            sources during the 28-year report period.  Households in the  
            higher income brackets (1 & 2) received a majority of their  
            income through capital gains and business income, which as a  
            share of total income increased in value, while individuals in  
            the bottom two brackets (3 & 4) received a majority of their  
            income from labor income and capital income, which decreased  
            in value.  With the recession, this income disparity is  
            expected to have continued to increase, in part, because of  
            the impact of long term unemployment on wages, a core  
            component of labor income, and rental rates, a core component  
            of capital income.   

           5)The Small Business Act  :  The Small Business Act, administered  
            through DGS, was implemented more than 30 years ago to  
            establish a small business preference within the state's  
            procurement process that would increase the number of  
            contracts between the state and small businesses.  In 1998, a  
            disabled veteran-owned business enterprise component was added  
            to state procurement practices.   

            The Small Business Act states that it is the policy of the  
            State of California that the state aid the interests of small  
            businesses in order to preserve free competitive enterprise  
            and to ensure that a fair portion of the total purchases and  
            contracts of the state be placed with these enterprises.  The  
            statute further states that DVBE participation is strongly  
            encouraged to address the special needs of disabled veterans  
            seeking rehabilitation and training through entrepreneurship  
            and to recognize the sacrifices of Californians disabled  








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            during military service.   

            The state's success in obtaining small business and DVBE   
            participation in state contracts has been inconsistent.  Since  
            2001, when the first executive order set the 25% small  
            business participation target, the state has met its goal only  
            four times.  In the most recent report on procurement,  
            2010-11, DGS reported that $1.26 billion (22.12%) out of a  
            total of $5.72 billion of all state contracts were awarded to  
            small businesses.  The state has three times achieved its 3%  
            DVBE participation goal, that being in 2007-08, 2009-10, and  
            2010-11.  In 2010-11, $272 million out of a total of $5.64  
            billion (4.82%) was awarded to DVBEs.   

           6)Streamlined Procurement Process  :  Streamlined procurement  
            process:  In order to assist agencies in reaching state  
            participation goals, contracting entities are authorized to  
            use a streamlined procurement method.  This method allows the  
            process for awarding contracts to bypass the advertising,  
            bidding, and protest provisions in the State Contract Act.   
            Under the provisions of the Act, a contract may be made  
            directly with a certified small business or DVBE at a contract  
            price established by checking the proposed rate with two other  
            small businesses or DVBEs.

            Contracts offered under the streamlined procurement process  
            are currently limited to contracts between $5,000 and  
            $250,000.  AB 550 would increase this amount to $500,000 for  
            contracts for goods, services, and information technology.  In  
            2010-11, 12,302 contracts were initiated using this  
            streamlined procurement process, which accounts for $263.3  
            million (11%) of the total DVBE and small business contracts  
            (112,276).   The $250,000 threshold was only instituted in  
            2010, pursuant to AB 31, Chapter 212, Statues of 2009, and DGS  
            has not publically reported its impact.  

           7)Removal of Streamline Process Provisions  :  Staff understands  
            the author will be proposing the removal of the streamlined  
            procurement process provisions.

           8)Technical Amendments  :  AB 550 requires the head of state  
            agencies to actively promote the use of small businesses and  
            DVBEs.  Technical amendments may assist in implementation.

           9)Related Legislation  :  Below is a selected list of related  








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            legislation.  While there has been an abundance of effort by  
            the Legislature to increase small and microbusiness  
            participation in state contracting, many of the measures fail  
            to advance from the fiscal committees.

              a)   AB 31 (Price) Public Contracts: Small Business  
               Procurement and Contract Act  :  This bill increased the  
               maximum contract threshold amount for awards to small  
               business (SME), including microbusiness, and disabled  
               veteran-owned business enterprise (DVBE) under the states  
               streamlined procurement process, from $100,000 to $250,000,  
               as specified.  Requires contractors to report the contract  
               amount allocated to SMEs and DVBE 's with which they made  
               contract commitments. Status:  Signed by the Governor -  
               Chapter 212, Statutes of 2009.

              b)   AB 309 (Price) Public Contracts: Small Business  
               Participation  :  This bill would have required the  
               establishment of a 25% small business participation goal  
               for all state entities and directs the Department of  
               General Services to monitor each agency's progress in  
               meeting this goal.  The bill also would have required the  
               Office of the Small Business Advocate to receive progress  
               reports and DGS to work collaboratively with state entities  
               in meeting their small business procurement goals.  This  
               goal is currently provided for in Executive Order (EO)  
               D-37-01 and EO S-02-06.  Status:  Held under submission in  
               the Assembly Committee on Appropriations in 2010.

              c)   AB 1783 (Perea) Streamlining Small Business  
               Certification : This bill required the Department of General  
               Services to publish on the department's website, and make  
               available to local agencies, a list of small businesses and  
               microbusinesses that have been certified as such by the  
               department.  Status:  Signed by the Governor, Chapter 114,  
               Statutes of 2012. 

              d)   SB 67 (Price) Small Business Participation in Public  
               Contracts  :  This bill would have authorized the Department  
               of General Services to direct all state entities to  
               establish an annual goal of achieving no less than 25%  
               small business participation in state procurement  
               contracts, as specified.  Status:  Held on the Suspense  
               File of the Assembly Committee on Appropriations in 2011.   









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              e)   SB 1108 (Wright) Public Contracts: Small Business  
               Participation  : This bill would have made three enhancements  
               to the Small Business Procurement and Contract Act  
               including authorizing the implementation of a 25% small  
               business procurement goal, the development of specific  
               administrative procedures for implementing the small  
               business preference and requiring the state to take a more  
               active role in promoting certification of small businesses.  
                Status:  Held on the Suspense File of the Assembly  
               Appropriations Committee in 2010.

           REGISTERED SUPPORT / OPPOSITION  :   

           Support 
          
          The California Black Chamber of Commerce (Sponsor)
          Antelope Valley African Chamber of Commerce 
          California Asian Pacific Chamber of Commerce 
          California Association for Micro Enterprise Opportunity 
          Central San Diego Black Chamber of Commerce 
          Coalition of California Welfare Rights Organization 
          Fresno Metro Black Chamber
          Moreno Valley Black Chamber of Commerce 
          North Bay Black Chamber of Commerce 
          Regional Black Chamber of Commerce 
          Vallejo-Solano Black Chamber of Commerce 

           Opposition 
           
          None received 
           

          Analysis Prepared by  :    Toni Symonds / J., E.D. & E. / (916)  
          319-2090