BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  SB 124
                                                                  Page  1

          Date of Hearing:   July 1, 2013

                    ASSEMBLY COMMITTEE ON UTILITIES AND COMMERCE
                               Steven Bradford, Chair
                    SB 124 (Corbett) - As Amended:  April 29, 2013

           SENATE VOTE  :   28-8
           
          SUBJECT  :   Public Contracts: clean energy bid preferences

           SUMMARY  :   Requires state agencies and the Trustees of the  
          California State University that accept bids or proposals for a  
          contract for the purchase or installation of a clean energy  
          device, technology, or system to provide a 5% preference to a  
          bidder.  Specifically,  this bill  :   

          a)Defines a "clean energy device, technology, or system" as  
            follows:
             1)   A Renewable electrical generation facility that uses  
               biomass, solar thermal, photovoltaic, wind, geothermal,  
               fuel cells using renewable fuels, small hydroelectric  
               generation of 30 megawatts or less, digester gas, municipal  
               solid waste conversion, landfill gas, ocean wave, ocean  
               thermal, or tidal current, and any additions or  
               enhancements to the facility using that technology.
             2)   Combined heat and power system sized to meet on site  
               customer demand with a generating capacity no larger than  
               20 megawatts (MW).
             3)   Distributed generation and energy storage systems to  
               facilitate the integration of those resources into the  
               electrical grid, improve efficiency and reliability of the  
               distribution and transmission system, and reduce emissions  
               of greenhouse gases, peak demand, and ratepayer costs,  
               including fossil fuel projects that meet specified emission  
               requirements. The California Public Utilities Commission  
               (PUC) defines these as: wind turbines, waste heat to power  
               technologies, pressure reduction turbines, internal  
               combustion engines, microturbines, gas turbines, fuel  
               cells, and advanced energy storage systems.
             4)   Energy efficiency devices or technologies that reduce  
               the need for new electric generation and reduce emissions  
               of toxic and criteria pollutants and greenhouse gases. 

          a)Requires a state agency to provide a 5% bid preference to a  
            bidder that certifies that a clean energy device, technology,  
            or system was manufactured in the state.







                                                                  SB 124
                                                                  Page  2

          b)Requires bidders to provide substantiating documentation.

          c)Requires the Department of General Services (DGS) to establish  
            a process to verify that bidders meet the 5% bid preference.

           EXISTING LAW  

          1)Establishes rules governing the awarding of contracts by state  
            agencies, including general requirements for competitive  
            bidding on contracts for construction projects, goods,  
            services, and information technology. (Government Code 14650  
            et seq. and Public Contract Code 1100 et seq.)

          2)Authorizes public agencies to enter into contracts with  
            private entities to provide electrical or thermal energy or  
            conservation services from alternate energy equipment or  
            cogeneration equipment, if the cost of the services provided  
            will be less than the anticipated cost to the agency. The  
            contracts are also exempt from competitive bidding and may be  
            awarded by the agency based on the experience of the  
            contractor and cost of the contract. (Govt. Code 4217.10 et  
            seq.)

          3)Requires all contracts awarded by any state agency,  
            department, officer, or other state governmental entity  
            pursuant to this chapter for construction, professional  
            services, materials, supplies, equipment, alteration, repair,  
            or improvement shall have statewide participation goals of not  
            less than 15% for minority business enterprises and not less  
            than 5% for women business enterprises. These goals apply to  
            the overall dollar amount expended each year by the awarding  
            department. (Government Code 8790.70) 

          4)Entitles California disabled veteran businesses and small  
            businesses certified by the Department of General Services  
            (DGS) to a 3% preference in bidding on state contracts for  
            goods, services, information technology and for state public  
            construction contracts. (Military and Veterans Code 999)

          5)Requires the state to award a 5% preference in contracts for  
            goods and services to California based firms that demonstrate  
            and certify that at least 50% of the total labor hours for  
            manufactured goods or 90% of the total labor hours for  
            services will be performed in qualifying areas. (Govt. Code �  
            4530 et seq.; Enterprise Zone Act, Govt. Code � 7070 et seq.)

          6)Qualified small business and microbusiness bidders have  






                                                                  SB 124
                                                                  Page  3

            precedence over nonsmall business bidders in the application  
            of bidder preference for which nonsmall business bidders may  
            be eligible. Provides that in the event of a precise tie  
            between the low responsible bid of a qualified small business  
            or microbusiness, and the low responsible bid qualified  
            disabled veteran-owned small business or microbusiness, the  
            contract shall be awarded to the disabled veteran-owned small  
            business or microbusiness. This applies if the small business  
            or microbusiness bidder is the lowest responsible bidder, as  
            well as if the small business or microbusiness bidder is  
            eligible for award as the result of application of the small  
            business and microbusiness bidder preference (Government Code  
            14838)

          7)Target Area Contract Preference Act (TACPA)  provides a 5% bid  
            preference to California based companies who demonstrate that  
            at least 50% of total labor hours required to manufacturer  
            goods and perform a contract are  accomplished at worksites  
            located in a distressed area (defined). Government Code 4533.

          8)Local Agency Military Base Recovery Area (LAMBRA) provides a  
            5% bid preference to California based companies who  
            demonstrate that at least 50% of total labor hours required to  
            manufacturer goods and perform a contract are  accomplished at  
            worksites located in a military base recovery area (defined).  
            (Government Code 7118)

          9)Establishes a Self-Generation Incentive Program (SGIP), until  
            January 1, 2016, to provide subsidies for specified types of  
            on-site electric generation facilities and energy storage,  
            with an additional 20 percent incentive for installation of  
            eligible distributed generation resources from "California  
            suppliers." (Public Utilities Code 379.6)

          10)Establishes a 3% goal for disabled veteran businesses  
            participation in State contracting annually. (Executive Order  
            D-43-01).

           FISCAL EFFECT  :   Unknown.

           COMMENTS  :   

           1)Author's Comment.  "California-made clean energy technology  
            creates important manufacturing jobs in our state, leads to  
            significant investment in our communities, is made with  
            cleaner energy than foreign-made products and will demonstrate  
            California's innovative technology. The continued success of  






                                                                  SB 124
                                                                  Page  4

            green technology in California depends upon state policy, as  
            well as federal and state incentives.

            "SB 124 supports the continued development of energy  
            efficiency and alternative energy in our state and protects  
            our financial investment in green technology, by giving a  
            small bid-preference of 5 percent on state or CSU contracts to  
            a bidder that certifies all of the parts of the device,  
            technology or system for installation were manufactured in  
            California. This preference-which is similar to several other  
            states, including Alaska, Idaho, Montana, and West Virginia,  
            that have preferences for various kinds of state-manufactured  
            goods-is intended to strengthen this important job sector and  
            demonstrate California's commitment to keeping clean  
            technology manufacturing in the state."

           2)Definition of technology.  AB 124 provides definitions of clean  
            energy devices, technologies, and systems but limits the  
            definition to those things that produce or store electricity.  
            In addition to these technologies, solar water heating systems  
            displace energy consumption, either electricity or natural  
            gas.  

            The author may wish to consider an amendment to include solar  
            water heating within the definition of clean energy devices,  
            technologies, and systems.

          3)Women, Minority, and Disable Veteran workforce recruitment and  
            retention.  SB 124 points out that California has suffered a  
            severe economic downturn and one of the nation's highest  
            unemployment rates. The clean energy sector promises to create  
            many jobs in both the manufacturing and construction sectors.

            Current law establishes goals and bid preferences for women,  
            minority, and disabled veteran enterprises. 

            In 2011, the State enacted Senate Bill 2 1X (Simitian), the  
            33% Renewable Portfolio Standard (RPS), part of which included  
            a provision that the PUC adopt rules regarding " workforce  
            recruitment, training, and retention efforts, including the  
            employment growth associated with the construction and  
            operation of eligible renewable energy resources and goals for  
            recruitment and training of women, minorities, and disabled  
            veterans." The PUC's first annual RPS report after enactment  
            of the 33% RPS did not have sufficient data to report on  
            progress in this regard, however, the PUC has committed to  
            providing this in future reports.






                                                                  SB 124
                                                                  Page  5



            In February of 2013, one California based clean technology  
            manufacturer admitted to failing to meet federal wage  
            requirements for 14 Mexican workers. The company was required  
            to pay $70,000 in back wages, damages and fines in the case,  
            under a court order. The order also bars the company from  
            violating federal wage and overtime rules in the future.

             The author may wish to consider an amendment to require the  
            Department of General Services to report on the employment  
            growth associated with the clean energy bid preference for  
            women, minority, and disabled veterans.


          4)Transparency.  The author states that "unfortunately, the  
            current system fails to fully consider California's  
            investments when spending tax dollars to implement energy  
            efficiency projects. For example, California has installed  
            photovoltaic solar systems on state property, including land  
            controlled by the Department of Corrections and  
            Rehabilitation, the Department of Mental Health and several  
            California State Universities.  However, Department of General  
            Services does not know if any of the solar panels on state  
            property were made in California."
             
            In order to ensure that the bid preference program is working  
            as intended, the author may wish to consider an amendment to  
            require the Department of General Services to publish  
            information on its website on the location of all sites that  
            receive bid preferences; the name of the manufacturer and the  
            type of clean energy device, technology, or system utilized.

          5)Clarification of bid preference implementation.  Both TACPA and  
            LAMBRA limit the total of all bid preferences authorized to no  
            greater than 15%.  

             In addition, some clean technology companies are "vertically  
            integrated," meaning that they are both manufacturers and  
            construction contractors. The author may wish to clarify that  
            only one 5% bid preference is applicable in this circumstance.
           
            The author may wish to consider specifying that this statute  
            provides a single 5% bid preference per bidder and include a  
            similar provision limiting the total of all bid preferences  
            authorized by this and other statutes to 15%.







                                                                 SB 124
                                                                  Page  6

          6)Related Legislation.   

             SB 175 (Corbett, 2011) proposed a 15 percent bidding  
            preference for the purchase or installation of a solar  
            photovoltaic system to a business certifying that all of the  
            solar cells and solar panels installed as part of the solar  
            photovoltaic system have been manufactured in California.   
            Status:  Failed passage, Assembly Business, Professions and  
            Consumer Protection Committee.

            SB 297 (Roth, 2013) would increase the California disabled  
            veteran businesses and small businesses preference in bidding  
            on state contracts for goods, services, information technology  
            and for state public construction contracts from 3% to 5%.  
            Status: Referred to Assembly Committees on Jobs, Economic  
            Development & the Economy and Accountability and  
            Administrative Review.  
           
           7)Arguments in Support  . Supporters of SB 124 state that the bid  
            preferences will reward manufacturers and contractors located  
            here in California, support in-state employment for skilled  
            workers and attract capital investment to the state.

           8)Arguments Against.  Opponents of SB 124 express concern that  
            the bid preference will drive up energy costs. They also  
            express concern that protectionist statutes will promote trade  
            wars with or retaliatory actions by other states or nations.

            Some of these concerns appear to be well founded. The State of  
            Oregon's procurement policy "requires public contracting  
            agencies, in determining the lowest responsible bidder, to add  
            a percent increase to each out-of-state bidder's bid price  
            which is equal to the percent of preference given to local  
            bidders in the bidder's home state. That is, if the low bidder  
            is from a state that grants a 10 percent preference to its own  
            in-state bidders, the Oregon agency must add 10 percent to  
            that bidder's price when evaluating the bid." 

            A number of other states have similar rules.

           9)Technical Amendments and Sunset Date.
           
            The Legislative Intent Section of SB 124 includes several  
            statements that may not be correct or verifiable, such as:  
            "California faces the most severe economic downturn since the  
            Great Depression" and "California is the nation's largest  
            clean economy." Most experts agree that California's economy  






                                                                  SB 124
                                                                  Page  7

            is improving. While California is a leader in the clean  
            economy we do not have a relevant analysis to ensure that this  
            statement is factually correct. Therefore the author may wish  
            make revisions to the Legislative Intent.

            The author may wish to consider a sunset date to provide the  
            Legislature and opportunity to revisit this bid preference to  
            verify that it is achieving intended results.

           10)Suggested Amendments  .

              SECTION 1.  The Legislature finds and declares all of the  
            following:
            (a)  California faces the most severe economic downturn since  
            the Great Depression. Over two million Californians are out of  
            work, and California's unemployment rate is one of the highest  
            in the nation.  
            (b) At a time of scarce state resources, state purchases  
             should  can be used to stimulate our state economy and put  
            people back to work.
            (c) The Green Building Executive Order (B-18-12) mandated that  
            state agencies evaluate the merits of using clean and  
            renewable onsite energy generation technologies in all new  
            building or large renovation projects.
            (d) California has several companies that manufacture clean  
            energy devices, technology, and systems in the state,  
            employing Californians and helping our economy.
            (e) California is  the nation's largest   a national leader in  
            creating a  clean economy.  More than 12,000   Many  clean  
            technology companies call California home  and are creating  
            jobs at nearly 10 times the rate of the state's other  
            industries  . A number of these companies have developed novel  
            technologies, and it is in the interest of the state  to  
            incentivize these companies  to establish and grow  
            manufacturing operations within the state  . This will   to  create  
            both construction and permanent manufacturing jobs in  
            California.
            (f) It is the intent of the Legislature that a preference  
            should be allowed for clean energy devices, technology, and  
            systems manufactured in California.

            10390. (a) "Clean energy device, technology, or system" means  
            devices or technologies used for a renewable electrical  
            generation facility, as defined in paragraph (1) of  
            subdivision (a) of Section 25741 of the Public Resources Code;  
            a combined heat and power system, as defined in Section 2840.2  
            of the Public Utilities Code; distributed generation and  






                                                                  SB 124
                                                                  Page  8

            energy storage technologies eligible under the self-generation  
            incentive program pursuant to Section 379.6 of the Public  
            Utilities Code, as determined by the Public Utilities  
            Commission;  a solar water heating system as defined by Section  
            2861(g) of the Public Utilities Code;  or a facility designed  
            for the production of renewable fuels  the efficient use of  
            which reduces  the use of fossil or nuclear fuels; and energy  
            efficiency devices or technologies that reduce the need for  
            new electric generation and reduce emissions of toxic and  
            criteria pollutants and greenhouse gases. 


            10391.  (a) A state agency that accepts bids or proposals for  
            a contract for the purchase or installation of a clean energy  
            device, technology, or system through a power purchase  
            agreement or a direct purchase shall provide a preference of 5  
            percent to a bidder that certifies that all of the parts of  
            the clean energy device, technology, or system to be installed  
            have been manufactured in this state.  The maximum preference a  
            bidder may be awarded pursuant to this chapter is 5 percent  
            for that portion of a project that for the purchase and  
            installation of a clean energy device, technology, or system.  
            The sum of bid preferences as a result of this chapter and any  
            other provision of law shall be 15 percent.  The preference  
            shall be provided as follows:

            10391. (b)  (1)  The Department of General Services shall  
            establish a process to verify that a bidder meets the criteria  
            for the 5-percent preference  and publish a regularly updated  
            list of all sites that receive bid preferences including the  
            name of the manufacturer and the type of clean energy device,  
            technology, or system utilized on its Internet Web Site  . 
            (2) The Department of General Services shall annually publish  
            data on its Internet Web Site on the employment growth  
            associated with the clean energy bid preference for women,  
            minority, and disabled veterans.
           
             10392. (c) This chapter shall sunset on January 1, 2020.
             


            10780.6.  (a) For purposes of this section, "clean energy  
            device, technology, or system" means devices or technologies  
            used for a renewable electrical generation facility, as  
            defined in paragraph (1) of subdivision (a) of Section 25741  
            of the Public Resources Code; a combined heat and power  
            system, as defined in Section 2840.2 of the Public Utilities  






                                                                  SB 124
                                                                  Page  9

            Code; distributed generation and energy storage technologies  
            eligible under the self-generation incentive program pursuant  
            to Section 379.6 of the Public Utilities Code, as determined  
            by the Public Utilities Commission;  a solar water heating  
            system as defined by Section 2861(g) of the Public Utilities  
            Code;  or a facility designed for the production of renewable  
            fuels, the efficient use of which reduces the use of fossil or  
            nuclear fuels; and energy efficiency devices or technologies  
            that reduce the need for new electric generation and reduce  
            emissions of toxic and criteria pollutants and greenhouse  
            gases.

            10780.6 (b) The trustees that accept bids or proposals for a  
            contract for the purchase or installation of a clean energy  
            device, technology, or system through a power purchase  
            agreement or a direct purchase shall provide a preference of 5  
            percent to a bidder that certifies that all of the parts of  
            the clean energy device, technology, or system to be installed  
            have been manufactured in this state.  The maximum preference a  
            bidder may be awarded pursuant to this chapter is 5 percent  
            for that portion of a project that is for the purchase and  
            installation of a clean energy device, technology, or system.  
            The sum of bid preferences as a result of this chapter and any  
            other provision of law shall be 15 percent.  The preference  
            shall be provided as follows:

            10780.6 (c)  (1)  The Department of General Services shall  
            establish a process to verify that a bidder meets the criteria  
            for the 5-percent preference  and publish a regularly updated  
            list of all sites that receive bid preferences including the  
            name of the manufacturer and the type of clean energy device,  
            technology, or system utilized on its Internet Web Site  .
             (2) The Department of General Services shall annually publish  
            data on its Internet Web Site on the employment growth  
            associated with the clean energy bid preference for women,  
            minority, and disabled veterans.
           
             10780.6 (d) This chapter shall sunset on January 1, 2020.
           
           REGISTERED SUPPORT / OPPOSITION  :

           Support 
           
          Bloom Energy 
          California Conference Board of the Amalgamated Transit Union 
          California Conference of Machinists 
          California Labor Federation, AFL-CIO






                                                                  SB 124
                                                                  Page  10

          California Teamsters Public Affairs Council 
          Capstone Turbine Corporation 
          Engineers & Scientists of California, IFPTE Local 20 
          International Longshore and Warehouse Union 
          Professional & Technical Engineers, IFPTE Local 21 
          Solaria Corporation
          Soraa 
          UNITE-HERE, AFL-CIO 
          United Food & Commercial Workers Western State Council 
          Utility Workers Union of America 
                                                               
            Opposition 
           
          California Chamber of Commerce
          California Manufacturers & Technology Association (CMTA)


           Analysis Prepared by  :    Susan Kateley / U. & C. / (916)  
          319-2083