BILL ANALYSIS                                                                                                                                                                                                    




                   Senate Appropriations Committee Fiscal Summary
                           Senator Christine Kehoe, Chair

                                           116 (Beall)
          
          Hearing Date:  06/29/2009           Amended: 04/21/2009
          Consultant: Mark McKenzie       Policy Vote: T&H 10-1
          _________________________________________________________________ 
          ____
          BILL SUMMARY:   AB 116 would revise the procurement requirements  
          for the purchase of supplies, equipment, and materials by the  
          Santa Clara Valley Transportation Authority (VTA), the  
          Alameda-Contra Costa Transit District (ACCTD), the San Mateo  
          County Transit District (SAMTRANS), and the Golden Gate Bridge,  
          Highway and Transportation District (GG District).
          _________________________________________________________________ 
          ____
                            Fiscal Impact (in thousands)

           Major Provisions         2009-10      2010-11       2011-12     Fund
           Procurement            potential costs likely offset by  
          savingsSpecial*/
                                      --------(see staff comments)-------   
          Local                  
          ____________
          * Public Transportation Account
          _________________________________________________________________ 
          ____

          STAFF COMMENTS: 
          
          Existing law, with respect to the purchase of supplies,  
          equipment, and materials that exceed $25,000 by VTA, ACCTD,  
          SAMTRANS, and that exceed $20,000 by the GG District, requires  
          the contract to be awarded to the lowest responsible bidder  
          after a competitive procurement process.  SAMTRANS is excluded  
          from this process in emergencies, as specified, and the  
          governing board of SAMTRANS is authorized to allow the general  
          manager to act on its behalf if the contract is $50,000 or less.

          AB 116 would make the following changes to the procurement  
          requirements for purchases of supplies, equipment, and materials  
          by these entities:

           Authorizes the award contracts with a value greater than  
            $100,000 on the basis of either lowest responsible bidder or  










            "best value," defined as the overall combination of quality,  
            price, and other elements of a proposal that, when considered  
            together, provide the greatest overall benefit in response to  
            the bid solicitation documents.
           Requires, to the extent practicable, VTA, ACCTD, the GG  
            District, and SAMTRANS to obtain a minimum of three  
            quotations, either written or oral, that permit price  
            comparison for contracts with a value of $2,500 to $100,000.   
            These contracts would still go to the lowest responsible  
            bidder, but the bill relieves the entities from conforming  
            with formal bidding requirements.
           Requires all bid notices to be published on the agencies'  
            websites.
           Deletes the authority of the general manager of SAMTRANS to  
            act on behalf of the board for contracts of $50,000 or less.


          Page 2
          AB 116 (Beall)

          Staff notes that this bill affords similar procurement options  
          to VTA, ACCTD, SAMTRANS, and the GG District as those that are  
          provided in current law for the Bay Area Rapid Transit District,  
          the Los Angeles Metropolitan Transportation Authority, and the  
          San Diego Metropolitan Transit System.

          Staff notes that for contracts with a value of less than  
          $100,000, this bill would not necessarily authorize sole source  
          procurement of supplies, equipment, and materials.  The bill  
          does establish a less formal, but still competitive process for  
          the procurement of relatively small contracts.  This process  
          would result in moderate cost savings due to decreased  
          advertising, reprographics, and staff costs for these smaller  
          contracts.

          Staff notes that by allowing these entities to procure supplies,  
          equipment, and materials by criteria other than just price, the  
          bill could result in higher costs for certain contracts.  These  
          costs could be offset by longer term savings if items are  
          procured using best value, to the extent that factors such as  
          life-cycle costs, quality, and other intangible benefits (the  
          inclusion of warranties, training, and maintenance for certain  
          items), when considered together with price, result in a greater  
          overall benefit.  In addition, use of best value procurement  
          methods could increase the ability of these entities to  
          participate in regional cooperative purchasing agreements,  










          resulting in benefits in economies of scale.

          This bill is substantially similar to AB 117 (Beall), which was  
          vetoed by the Governor last year because it was not perceived as  
          a priority in light of the delayed passage of the 2008-09 Budget  
          Act.