BILL ANALYSIS                                                                                                                                                                                                    






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


          AB 20                                                       
          Assemblymember Solorio                                      
          As Amended May 26, 2009
          Hearing Date: June 23, 2009                                 
          Education Code                                              
          GMO:jd                                                      
                                                                      

                                        SUBJECT
                                           
            Contracts between the State and the University of California 
              and between the State and the California State University

                                      DESCRIPTION  

          This bill would require the Department of General Services (DGS)  
          and the California State University (CSU) to negotiate and  
          establish by July 1, 2010, a model contract with standard  
          contract provisions, as specified, applicable to all state-CSU  
          contracts.  It would urge the University of California (UC) to  
          also establish a similar model contract by July 1, 2010.  The  
          standard contract provisions so developed would be used for all  
          contracts between the state and the CSU and between the state  
          and the UC unless the contracting parties determine that a  
          specific standard provision would be inappropriate for use in a  
          particular contract.

                                      BACKGROUND  

          This bill is virtually identical to AB 3033 (Laird, 2008), which  
          was vetoed, along with many other bills deemed not to be of  
          "highest priority" by the Governor, last session.  

          According to the author, the current system of negotiating and  
          executing contracts between UC and the state is too slow and  
          lengthy and, therefore, too expensive.  In 2004-05, UC entered  
          into 1,100 contracts with 72 different state agencies.  In  
          2006-07, UC entered into 1,266 contracts with 102 different  
          state agencies.  Each of these contracts, apparently, were  
          individually developed and drafted by separate groups of  
          attorneys and other personnel.  According to UC, "the federal  
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          government utilizes a simplified and streamlined approach by  
          issuing grants and contracts under predetermined and              
              mutually agreeable terms and conditions, as set forth under  
          the federal policy and regulations" which expedites the process  
          resulting in significant cost savings.

                                           

                               CHANGES TO EXISTING LAW
           
           Existing law  does not prescribe any standardized format,  
          conditions, or verbiage in contracts negotiated between the  
          state and the University of California or the California State  
          University. 

           This bill  would require the Department of General Services,  
          acting for the state, and the California State University to  
          create model provisions to be included in standard contracts  
          between the state and the CSU, including provisions addressing  
          the following areas:
            (1)          Liability
            (2)          Intellectual property
            (3)          The right to undertake additional research
            (4)          The right to publish
            (5)          Hiring and other personnel-related matters
            (6)          Invoicing
            (7)          Payments
            (8)          Dispute resolution
            (9)          Travel
            (10)         Termination
            (11)         Administrative overhead and indirect costs

          The model contract between the DGS and the CSU would be  
          negotiated and established by July 1, 2010.

           This bill  would urge the Regents of the University of California  
          to also enter into negotiations with the DGS and establish a  
          model contract applicable to the UC by July 1, 2010.

           This bill  would require the DGS to seek the active participation  
          of state agencies and departments that have contracts with the  
          UC or CSU in developing the standard contract, and the DGS and  
          both universities would be allowed to revise the standard  
          contracts in consultation with those state agencies and  
          departments.

                                                                      



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           The bill  would then require the use of the model contract  
          provisions in contracts between the state and the CSU and  
          between the state and the UC, unless both contracting parties  
          mutually determine that a specified standard contract provision  
          is inappropriate for a particular contract.








                                        COMMENT
           
          1.   Stated need for the bill  

          The author states:

            Currently, State agencies do not use standardized language in  
            their agreements with the California State University (CSU)  
            and the University of California (UC).  All State programs  
            have their own extensive documentation requirements, which are  
            time-consuming and costly for UC to prepare and for agencies  
            to review.  Unlike the pre-determined and mutually agreeable  
            terms that expedite the federal contract process, both UC and  
            the State Agencies spend weeks and months individually  
            negotiating the terms of each agreement.

            The enactment of AB 20 will streamline the contracting process  
            between CSU and UC and the State Agencies while reducing the  
            costs and time associated with negotiating standard  
            governmental agreements.  AB 20 will also expedite CSU's and  
            UC's ability to conduct research for the State. ?

            AB 20 seeks to address the lack of standardized contract  
            provisions in agreements entered between the CSU and UC and  
            the State.  The process would be similar to the agreements  
            entered by UC and the federal government as dictated by the  
            Federal Demonstration Project.  State contracting costs UC  
            three times as much as the federal process for one tenth of  
            the dollar amount of a contract.  These high costs result from  
            non-uniformity of contract terms, non-uniform and complex  
            financial accounting/invoicing requirements, and the lack of  
            harmonization with relatively uniform federal contracting  
            terms.
                                                                      



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          2.    Some contract provisions will be standardized
           
          Both the UC and the CSU are in agreement that each of them  
          spends excessive amounts of time, effort, and money negotiating  
          contracts with the state, even where some of the provisions of  
          those contracts could be reduced to boilerplate language for the  
          parties.  According to the bill's findings and declarations, the  
          drafting of many of the 2,500 contracts in 2006-2007 alone took  
          six months to one year, and in many cases, because the  
          universities are primarily funded by the state ($6 billion from  
          the General Fund each year), the state pays for both sides of  
          negotiations.  This, the author states, must be curtailed.

          The UC is keen on reducing these costs, especially in light of  
          the current budget crisis.  It cites the Federal Demonstration  
          Project that established standardized contract terms between the  
          federal government and universities across the nation, and touts  
          the resulting savings in legal costs and expedited commencement  
          of contracted research work.  The UC, which entered more than  
          1,383 new contracts or amendments to contracts totaling $421  
          million with more than 70 state agencies in 2007-08, also states  
          that "it is not uncommon for a State agency to insist upon  
          renegotiating an identical contract year after year."

          AB 20 intends to streamline the contracting process between  
          these two university systems and state agencies.  Both  
          universities and the state Department of General Services would  
          be required, by July 1, 2010, to establish standardized  
          provisions for contracts involving these parties, including  
          those that address liability, intellectual property, rights to  
          undertake additional research, rights to publish, invoicing,  
          payments, dispute resolution, travel, and termination, among  
          others.

          Because the list of possible standardized provisions is not  
          exhaustive, the parties will be free, under AB 20, to include  
          other relevant provisions that may be standardized depending on  
          the nature of the contract (services, research, etc), the  
          duration of the contract, the location of the services or  
          research to be performed, etc.

          3.    Standard terms may be rejected for a particular contract if  
          inappropriate
           
          For maximum flexibility of use by the state and the UC or CSU,  
                                                                      



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          AB 20 would require the use of the standard provisions developed  
          by July 1, 2010, but also allow the parties, by mutual consent,  
          to not use a standardized provision for a particular contract if  
          it would be inappropriate to do so.  This flexibility is  
          necessary in order to not place unreasonable constraints on the  
          ability of the parties to negotiate better or other terms where  
          possible and appropriate.

          Any standardized contract provision should also be subject to  
          modification or rejection if the provision is inadequate for the  
          particular contract.

           Suggested amendment  :  

          On page 4, line 33, after "inappropriate" insert:   or  
          inadequate


           Support  : University of California; California State University

           Opposition  : None Known

                                       HISTORY
           
           Source  : Author

           Related Pending Legislation  : None Known

           Prior Legislation  : AB 3033 (Laird, 2008). See Background.


           Prior Vote  :

          Assembly Higher Education Committee (Ayes 9, Noes 0)
          Assembly Business and Professions Committee (Ayes 10, Noes 0)
          Assembly Appropriations Committee (Ayes 16, Noes 0) (Consent)
          Assembly Floor (Ayes 75, Noes 0)
          Senate Education Committee (Ayes 8, Noes 0)

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