BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 1511
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          CONCURRENCE IN SENATE AMENDMENTS
          AB 1511 (Evans)
          As Amended August 15, 2005
          Majority vote
           
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          |ASSEMBLY:  |77-0 |(May 16, 2005)  |SENATE: |30-1 |(August 29,    |
          |           |     |                |        |     |2005)          |
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           Original Committee Reference:    L. GOV.  

           SUMMARY  :  Authorizes six additional counties to enter into  
          design-build contracts, extends the sunset of the authorization  
          from 2006 to 2011, and makes specified changes to the conditions  
          and requirements for design-build contracting by counties.  

           The Senate amendments  :  

          1)Reduce the cost threshold above which a county may award  
            design-build contracts from $5 million to $2.5 million.

          2)Add the counties of Del Norte, Humboldt, Los Angeles,  
            Mendocino, Napa, and Yolo to the list of counties eligible to  
            use design-build contracting.

          3)State that it is not the Legislature's intent to authorize  
            design-build contracting for transportation facilities.

          4)Define "project" as the construction of a building and  
            improvements directly related and necessary to the  
            construction of a building, and specify that construction of  
            other infrastructure, including but not limited to streets and  
            highways, public rail transit, and water resources facilities  
            are not projects for purposes of design-build contracting.

          5)Require that the mandated factors of price, expertise, life  
            cycle costs, labor availability, and safety in a best value  
            design-build competition each represent at least 10% of the  
            total weight given of all criteria factors. 

           EXISTING LAW  : 

          1)Requires local officials, under the Local Agency Public  
            Construction Act (Act), to invite bids for construction  








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            projects and then award contracts to the lowest responsible  
            bidder under the traditional design-bid-build project delivery  
            system.

          2)Defines "design-build" as a procurement process in which both  
            the design and construction of a project are procured from a  
            single entity.

          3)Defines "best value" as a value determined by objective  
            criteria that may include, but not be limited to, price,  
            features, functions, life-cycle costs, and other criteria  
            deemed appropriate by the county.

          4)Authorizes the counties of Alameda, Contra Costa, Sacramento,  
            Santa Clara, Solano, Sonoma, and Tulare to use the  
            design-build method under the following conditions:  a) the  
            design-build method shall only be used for projects with costs  
            exceeding $10 million; b) for projects with costs ranging from  
            $10 million to $20 million, the counties must award the  
            contract to the lowest responsible bidder, as specified; and,  
            c) for projects with costs exceeding $20 million, the counties  
            may award the contract to either the lowest responsible  
            bidder, or the bid that represents the best value, as  
            specified.

          5)Requires county officials to prepare documents describing the  
            project and its specifications; prepares a detailed request  
            for proposals, inviting competitive bids; establishes a  
            detailed procedure to pre-qualify design-build entities; and  
            establishes the procedures to select the design-build entity.

          6)Requires county supervisors to establish and enforce labor  
            compliance programs.

          7)Requires counties to collect specified types of information  
            when pre-qualifying design-build entities.

          8)Requires a prospective design-build entity to list its  
            proposed mechanical subcontractors and licenses, report past  
            worker safety violations, contracting problems, contract  
            defaults, license violations, payroll violations, and  
            bankruptcies, and verify this information under oath.

          9)Requires county officials to select the design-build entity by  
            using either a competitive bidding process in which the award  








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            goes to the lowest responsible bidder, or a best value  
            competition in which county officials set the criteria.

          10)Requires that at least 50% of the weight of these best value  
            factors must include price, expertise, life cycle costs, labor  
            availability, and safety records.

          11)Requires the county to rank the top three responsive bidders,  
            award the contract to the responsible bidder whose proposal  
            county officials rank as "the most advantageous," and identify  
            the second and third ranked bidders after it publicly  
            announces the award.

          12)Requires the winning design-build entity to be bonded and  
            carry errors-and-omissions insurance to cover its design and  
            architectural services.

          13)Requires the entity to adhere to the county's performance  
            criteria and design standards and obtain the county's written  
            consent for any deviations from these standards, and  
            authorizes the county to hire a design professional to ensure  
            compliance.

          14)Authorizes the winning design-build entity to use  
            subcontractors not listed in its original bid, but requires  
            the entity must award these subcontracts by following a  
            process set by the county, including publishing notices and  
            setting deadlines.

          15)Permits the county to retain no more than 5% of the contract  
            if the county's bid request required the design-build entity  
            to carry a performance and payment bond.

          16)Repeals the authorization for the specified counties to use  
            design-build contracts on 
          January 1, 2006.

           
           AS PASSED BY THE ASSEMBLY  , this bill:  

          1)Authorized the counties of 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 to enter into design-build  
            contracts.








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          2)Reduced the cost threshold above which a county may award  
            design-build contracts from 
          $10 million to $5 million.

          3)Defined "best value" as a value determined by objective  
            criteria related to price, features, functions, and life-cycle  
            costs.

          4)Defined "project" as the erection, construction, alteration,  
            painting, or improvements of any office facility or other  
            building.

          5)Required that the mandated factors of price, expertise, life  
            cycle costs, labor availability, and safety in a best value  
            design-build competition be weighed equally in the evaluation  
            of a proposal.

          6)Extended the sunset date for authorization for counties to  
            employ design-build to 
          January 1, 2011.  

          FISCAL EFFECT  :  None
           
          COMMENTS  :  The 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.

          Private companies often use the design-build method for  
          construction projects.  Under the design-build method, a single  
          contract covers the design and construction of a project with a  
          single company or consortium that acts as both the project  
          designer and builder.  The design-build entity arranges all  
          architectural, engineering, and construction services, and is  
          responsible for delivering the project at a guaranteed price and  
          schedule based upon performance criteria set by the public  
          agency.  The design-build method can be faster (and therefore,  
          cheaper) than the design-bid-build method, but it requires a  
          higher level of management sophistication since design and  
          construction may occur simultaneously.

          The Legislature has granted authority to some public agencies to  
          use the design-build project delivery method under specified  
          circumstances.  Special legislation has authorized seven  








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          counties, six cities, one special district, transit districts,  
          and school districts to use the design-
          build project delivery method for a limited time.  The  
          design-build language in current law is a compromise struck in  
          2000 among local officials, labor groups, and contractors (AB  
          2296 (Dutra), Chapter 594, Statutes of 2000).  Local officials  
          wanted the flexibility and potential cost savings offered by  
          design-build contracts.  Labor unions wanted to ensure that  
          counties pre-qualify employers to protect workers' interests.   
          Contractors wanted to be sure they had fair access to county  
          contracts.

          Advocates for the design-build method of contracting for public  
          works contend that project schedule savings can be realized  
          because only a single request for proposals is needed to select  
          the project's designer and builder.  The more traditional  
          design-bid-build project approach requires the separate  
          selection of the design consultant or contractor, completion of  
          design, and then advertising for bids and selection of the  
          construction contractor.  Proponents add that design-build  
          allows the overlap of design and construction activities,  
          resulting in additional time savings and lower project costs.   
          By avoiding the delays and change orders that result from the  
          traditional design-bid-build method of contracting, proponents  
          argue that officials can deliver public works faster and  
          cheaper.

          By allowing local officials to pick just one company to  
          orchestrate an entire construction project, the design-build  
          method contains an implicit preference for large companies and  
          partnerships.  The design-build method may exclude smaller,  
          local firms that lack the capital or expertise to compete  
          against big partnerships or vertically integrated companies.   
          However, smaller firms may still be able to participate in a  
          support role as a subcontractor in the design-build method.

          SB 1759 (Johannessen), Chapter 976, Statutes of 2002, placed a  
          moratorium on the enactment of any additional legislation  
          relating to design-build contracting until any reports required  
          by existing law have been received by the Legislature.  Local  
          officials were required to submit reports detailing their  
          experience with the design-build method to the Legislative  
          Analyst's Office (LAO) by December 1, 2004, and the LAO was  
          required to report its findings to the Legislature by January 1,  
          2005.  That report found that, of the counties authorized to use  








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          design-build contracting, Alameda, Sacramento, and Solano  
          counties had used the design-build statute and that Contra  
          Costa, Santa Clara, Sonoma, and Tulare had not.  After reviewing  
          the counties' experiences, the LAO recommended that: a) the  
          Legislature should adopt an inclusive, uniform statute; b)  
          design-build should be optional and not replace  
          design-bid-build; c) contracts for most project costs should be  
          based on competitive bidding, not best value; d) state law  
          should ensure access for the greatest number of contractors; e)  
          there should be no cost limitations; and, f) design-build should  
          apply only to buildings.

          This bill fully incorporates two of these recommendations:   
          design-build should be optional and should apply only to  
          buildings.  While it still includes cost limitations, it lowers  
          the threshold above which design-build may be employed.  It does  
          not limit the types of contracts based on best value, but it  
          does tighten up the definition of best value.  It expands the  
          number of counties that may use design-build from seven to 11,  
          but that is still fewer than half of the state's counties, far  
          from an "inclusive, uniform statute."

           
          Analysis Prepared by  :    J. Stacey Sullivan / L. GOV. / (916)  
          319-3958 


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