BILL ANALYSIS                                                                                                                                                                                                    



                                        
                       SENATE LOCAL GOVERNMENT COMMITTEE
                         Senator Christine Kehoe, Chair


          BILL NO:  AB 1511                     HEARING:  6/15/05
          AUTHOR:  Evans                        FISCAL:  No
          VERSION:  6/8/05                      CONSULTANT:  Detwiler
          
                           DESIGN-BUILD FOR COUNTIES

                                    Background  

          The Local Agency Public Construction Act requires local  
          officials to invite bids for construction projects and then  
          award contracts to the lowest responsible bidder.  This  
          design-bid-build method is the traditional approach to  
          public works construction.  Counties must obtain bids on  
          projects over $4,000.

          Since 1995, the Legislature has allowed seven counties to  
          experiment with the design-build method.  Alameda, Contra  
          Costa, Sacramento, Santa Clara, Solano, Sonoma, and Tulare  
          counties can procure both design and construction services  
          from a single company before the development of complete  
          plans and specifications (AB 1771, Cortese, 1995; AB 755,  
          Corbett, 1999; AB 2296, Dutra, 2000).

          A recent review of design-build practices by the  
          Legislative Analyst found that Alameda, Sacramento, and  
          Solano counties used the design-build statute.  Santa Clara  
          County used design-build earlier.  Contra Costa, Sonoma,  
          and Tulare counties did not use the authorization.  After  
          reviewing the counties' experiences, the LAO recommended  
          that:
                 The Legislature should adopt an inclusive, uniform  
               statute.
                 Design-build should be optional and not replace  
               design-bid-build.
                 Contracts for most project costs should be based on  
               competitive bidding.
                 State law should ensure access for the greatest  
               number of contractors.
                 There should be no cost limitations.
                 Design-build should apply only to buildings. 

          The statutory authority for these counties to use the  
          design-build method sunsets on January 1, 2006.  With the  
          sunset date approaching, these counties want the  




           
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          Legislature to extend and expand the design-build statute.   
          In addition, about 20 more counties want the statutory  
          authority to use the design-build method.


                                   Existing Law
           
           Price thresholds  .  For projects worth less than $10  
          million, counties cannot use the design-build method.  For  
          projects worth between $10 million and $20 million, the  
          seven counties can use the design-build method, but they  
          must award contracts to the lowest responsible bidders.   
          For projects worth over $20 million, the seven counties can  
          use the design-build method; they can award contracts  
           either  to the lowest responsible bidders,  or  based on best  
          value.

           Method  .  County officials must follow a four-step  
          design-build method:
                Prepare documents describing the project and its  
          specifications.
                Prepare a detailed request for proposals, inviting  
          competitive bids.
                Establish a detailed procedure to pre-qualify  
          design-build entities.
                Establish the procedures to select the design-build  
          entity.

          County supervisors must establish and enforce labor  
          compliance programs.

          When pre-qualifying design-build entities, counties must  
          collect at least 11 types of information.  The entity must  
          list its proposed mechanical subcontractors and licenses.   
          The entity must also report past worker safety violations,  
          contracting problems, contract defaults, license  
          violations, payroll violations, and bankruptcies.  The  
          entity must verify this information under oath.  The bill  
          prohibits public inspection of information that is not  
          public under the Public Records Act.

           Awarding contracts  .  County officials must select the  
          design-build entity by using  either  : a competitive bidding  
          process in which the award goes to the lowest responsible  
          bidder,  or  a "best value competition" in which county  





           
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          officials set the criteria.

          At least 50% of the weight of these best value factors must  
          include price, expertise, life cycle costs, labor  
          availability, and safety records.  The county must rank the  
          top three responsive bidders and the award goes to the  
          responsible bidder whose proposal county officials rank as  
          "the most advantageous."  After the county publicly  
          announces the award, officials must also identify the  
          second and third ranked bidders.

           Performance  .  The winning design-build entity must be  
          bonded and carry errors-and-omissions insurance to cover  
          its design and architectural services.  The entity must  
          adhere to the county's performance criteria and design  
          standards.  Deviations require the county's written  
          consent.  The county may hire a design professional to  
          ensure compliance.

          The winning design-build entity can use subcontractors who  
          were not listed in its original bid.  The entity must award  
          subcontracts by following a process set by the county,  
          including publishing notices and setting deadlines.

          If the county's bid request required the design-build  
          entity to carry a performance and payment bond, the county  
          can retain only 5% of the contract.

           Evaluation  .  By December 1, 2004, the counties had to  
          report to the Legislative Analyst's Office regarding their  
          design-build experiences.  The Legislative Analyst had to  
          report to the Legislature by January 1, 2005. 
                                   Proposed Law  

          Assembly Bill 1511 extends the automatic termination date  
          in the statute that allows counties to use the design-build  
          method of contracting, from January 1, 2006 to January 1,  
          2011.

          AB 1511 adds Butte, Del Norte, Fresno, Humboldt, Madera,  
          Mariposa, Mendocino, Merced, Monterey, Napa, Placer, San  
          Diego, San Joaquin, San Luis Obispo, Shasta, Siskiyou,  
          Stanislaus, Yolo, and Yuba counties to the list of counties  
          that can use the design-build contracting method.






           
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          The Legislative Analyst must report to the Legislature by  
          January 1, 2010 on the use of the design-build method by  
          counties between November 1, 2004 and November 1, 2009.

          The bill lowers the minimum price threshold for  
          design-build projects that counties must award to the  
          lowest responsible bidder from $10 million to $5 million.

          AB 1511 declares that it is not the Legislature's intent to  
          authorize the design-build process for transportation  
          facilities, including roads and bridges.

          The bill defines a "project" as the construction of a  
          building and improvements directly related and necessary to  
          the construction of the building, but doesn't include the  
          construction of other facilities and infrastructure,  
          including streets, highways, public rail transit, and water  
          resources facilities and infrastructure.

          AB 1511 limits the definition of "best value" to criteria  
          related to price, features, functions, and life cycle  
          costs.  The bill requires county officials to give equal  
          weight to price, technical design and construction  
          expertise, life cycle costs over 15 years or more, skill  
          labor force availability, and acceptable safety record when  
          they award contracts in a best value competition.


                                     Comments  

          1.   Edifice complex  .  Taxpayers want worthy civic  
          structures, but they don't like spending much money on  
          dramatic architecture, fancy materials, and bureaucratic  
          delays.  The traditional design-bid-build approach to  
          public works requires two rounds of contracts: the first to  
          pick the designer, the second to select the builder.   
          Learning from the private sector, some local officials have  
          used the design-build contracting method which gives them  
          more control over the bidding process and the final  
          product.  Another 19 counties want the same authority to  
          use the design-build contracting method that seven other  
          counties already have.

          2.   Avoids dangerous mischief  .  The current law on  
          design-build contracting for projects over $20 million,  





           
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          allows counties to award contracts  either  to the lowest  
          responsible bidder  or  based on an open-ended list of best  
          value criteria.  The vagueness in the current law invites  
          favoritism.  County officials could insist that the winning  
          company be headquartered only in their county, cleverly  
          shouldering aside outsiders who don't have political  
          connections to local elected officials.  AB 1511 avoids  
          that temptation by limiting the best value criteria to just  
          the four factors that it specifically names.

          3.   Almost Cox  .  In April, the Senate Local Government  
          Committee passed SB 287 (Cox) which also extended the  
          authorization for counties to use design-build contracting.  
           On June 6, Senator Cox amended his measure to add more  
          counties, delete the cost thresholds, redefine "project,"  
          and make related changes.  The Cox bill and the Evans bill  
          are nearly identical, but for two key differences:

                 The Cox bill applies to 27 counties.  The Evans  
               bill applies to 26 counties; the same as Cox, except  
               for Orange County.

                 The Cox bill deletes the statutory price  
               thresholds, allowing counties to use design-build on  
               any value of project.  The Evans bill allows  
               design-build contracting on projects worth more than  
               $10 million, but inconsistently requires officials to  
               grant contracts to the lowest responsible bidder for  
               projects between $5 million and $20 million.

          The Committee may wish to consider amending the Evans bill  
          to be the same as the Cox bill, adding Orange County and  
          deleting the statutory price thresholds.

          4.   Inconsistent thresholds  .  AB 1511 allows counties to  
          use design-build contracting on projects worth more than  
          $10 million.  The bill requires county officials to grant  
          design-build contracts between $5 million and $20 million  
          to the lowest responsible bidder.  The $10 million  
          threshold conflicts with the $5 million threshold.  If the  
          Committee doesn't amend the Evans bill to match the Cox  
          bill and delete price thresholds (see Comment #3), then the  
          Committee may wish to consider an amendment that lowers the  
          $10 million threshold to $5 million so that AB 1511 is  
          internally consistent.





           
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          5.   Ready for take-off  ?  The Legislative Analyst's recent  
          report recommended limiting the use of the design-build  
          method just to buildings, cautioning legislators about the  
          complex issues associated with other types of public works  
          projects.  
          AB 1511 responds by saying that it is not the Legislature's  
          intent to authorize design-build procedures for  
          transportation projects.  The bill's definition of  
          "project" focuses on buildings and related improvements,  
          excluding "other facilities and infrastructure."  Some  
          counties own and operate airports.  AB 1511 probably allows  
          a county to build an airport terminal and parking garages  
          because they are buildings and directly related  
          improvements.  But a county can't use the bill to build the  
          airport's runways and other aviation improvements. 


          6.   Related bills  .  On June 15, the Committee will hear  
          three design-build bills:
               AB 245 (Walters) applies just to Orange County.
               AB 1329 (Wolk) applies to cities in Solano and Yolo  
          counties.
               AB 1511 (Evans) applies to 26 counties.

          Also on June 15, the Assembly Local Government Committee  
          will hear SB 287 (Cox) which applies to 27 counties.  The  
          Committee may wish to consider the need for three separate  
          bills authorizing counties to use the design-build method.   
          Isn't one bill enough?


                                 Assembly Actions  

          Assembly Local Government:  7-0
          Assembly Floor:          77-0
           

                        Support and Opposition  (6/9/05)

           Support  :  Counties of Alameda, Butte, Contra Costa, Del  
          Norte, Fresno, Humboldt, Madera, Mariposa, Mendocino,  
          Merced, Napa, Placer, San Diego, San Joaquin, San Luis  
          Obispo, Santa Clara, Shasta, Siskiyou, Stanislaus, Yolo,  
          Yuba; California Association of Councils of Government.





           
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           Opposition  :  La Raza Roundtable.