BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 701
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          Date of Hearing:   April 1, 2009

                           ASSEMBLY COMMITTEE ON EDUCATION
                                Julia Brownley, Chair
                     AB 701 (Fong) - As Amended:  March 24, 2009
           
          SUBJECT  :   School Districts: contracts: formal bids: notices

           SUMMARY : Adds an additional requirement to the contracting  
          process that a school district must follow, by requiring a  
          district to post a notice calling for contract bids on the  
          district's Internet web site or through an electronic portal.

           EXISTING LAW  :

          1)Requires the governing board of a school district letting a  
            contract for the purchase of goods or services above $50,000  
            in value to publish a notice calling for contract bids, at  
            least once a week for two weeks prior to the due date for such  
            bids, in a newspaper of general circulation in the district,  
            or if there is no such newspaper, then in some newspaper of  
            general circulation in the county.

          2)Authorizes such notice calling for contract bids to also be  
            posted on the district's Internet web site or through an  
            electronic portal.

          3)Requires such notice calling for contract bids to state the  
            work to be done or materials or supplies to be furnished, as  
            well as the time, place, and Internet web site where  
            information will be posted at the bid opening.

          4)Authorizes a school district to accept a bid submitted either  
            electronically or on paper.

           FISCAL EFFECT  : Requires districts to provide a higher level of  
          service and thus creates state-mandated local costs that the  
          state would be required to reimburse.

           COMMENTS  : The author makes a clear statement summarizing the  
          public benefits that this bill intends to generate when he  
          states that, "Open competition promotes tax savings and reduces  
          the chances of favoritism."  Full and fairly distributed  
          information lies at the heart of the competitive market model;  
          that market approach and the competition for school district  








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          contracts that will work to drive costs down for school  
          districts, and to eliminate the nepotism and cronyism that  
          historically plagued public contracts.  To a large extent,  
          fostering competition, so as to reduce government contract costs  
          and thus benefit the state, is the goal of the contracting  
          procedures that the state requires of public entities.

          The intent of this bill is to increase the potential pool of  
          aware bidders by requiring school districts to electronically  
          post bid notices for contracts exceeding $50,000 in value.   
          Contract bid notices are effectively announcements that the  
          school district will be accepting bids for a specific contract.   
          The new requirement proposed in this bill is in addition to the  
          current requirement that any contract bid notice be published in  
          a newspaper of general circulation; current law authorizes the  
          posting of electronic bid notices, but does not require it.  

          What are current district practices with respect to posting bid  
          notices?  In the absence of firm data on district contract  
          practices, committee staff asked the question of education  
          advocates that represent school districts.  The common elements  
          in the answers given were that districts: 

          1)Have a clear interest in posting their bid notices as widely  
            as possible in order to generate more competition for those  
            contracts, 

          2)Will use whatever means are available for distributing their  
            bid notices, including the use of a district "bidders list" (a  
            list of former bidders and firms wishing to bid in the  
            future), bidders lists made readily available to districts by  
            county and state governmental agencies, newspapers and other  
            print media, and district Internet web sites.

          3)Post their bid notices on their own web sites; and in some  
            cases, push the bid notice via e-mail to vendors on the  
            bidders list or use other active electronic approaches.

          4)Many districts do not feel that the required newspaper  
            notification results in a significant number of bids.

          Will this bill result in wider electronic distribution of bid  
          notices?  Since districts appear to both be using electronic  
          means to distribute bid notices and to feel that electronic  
          distribution serves their interests, it is unclear that a  








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          movement from the current authorization to the proposed mandate  
          would substantially increase the volume of bid notices posted on  
          the Internet.  In other words, since electronic distribution  
          works, districts are already using it.

          Is there an issue with Internet access created by this bill?   
          There does not appear to be an issue concerning school district  
          access to the Internet.  According to the California Department  
          of Education, all but 31 of the state's 1,040 school districts  
          and county offices of education maintain their own Internet web  
          site; the remaining 31 are primarily very small districts.   
          Since very small school districts may not be letting many  
          contracts in excess $50,000, this may mean that nearly every  
          school district impacted by this proposal would have access to  
          an Internet web site upon which to post contract bid notices.   
          In most proposals related to electronic distribution of  
          information (e.g., school districts providing notices to parents  
          and guardians), however, the Legislature has indicated concern  
          regarding equal access to that information for all of the  
          intended recipients, rather than the providers; in the example  
          that would mean that the Legislature would question whether all  
          parents and guardians would have access to the Internet or to  
          electronic mail.  In this bill the recipients of the contract  
          bid notices would be vendors with an interest in knowing about  
          opportunities to bid on school district contracts.  Where there  
          still might be considerable questions about Internet access for  
          individual households, especially those with low incomes, there  
          should be less concern about businesses with an interest in  
          bidding on government contracts being able to access the  
          Internet or to otherwise receive an electronically transmitted  
          contract bid notice.  In today's business environment, where  
          marketing, accounting, billing, correspondence, and submission  
          of bids is largely done electronically, it would be difficult  
          for a firm to function without the basic technology necessary to  
          access the Internet or receive electronic mail.  In fact,  
          current law allows school districts to determine how they wish  
          to receive bids on contracts by allowing districts to receive  
          bids on paper or electronically; it is possible that some school  
          districts currently only accept electronic bids, and thus  
          effectively require vendors to have the technology that would be  
          required to receive electronic bid notices as well.

          Does this bill have a fiscal impact on school districts or the  
          state?  The primary concern that this proposal generates is that  
          the change from current law that allows Internet posting of bid  








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          notices to the proposed Internet posting requirement would  
          clearly create a state mandated local program; this is confirmed  
          by the fact that the Legislative Counsel Bureau has keyed the  
          bill to indicate that it does create a state mandated local  
          program.  The change from being given an option to  
          electronically post bid notices to being required to post those  
          notices creates a requirement for a higher level of service or a  
          mandate on the local districts; since this mandate stems from  
          statutory change and not from requirements created by public  
          initiative or federal law, the local district costs of meeting  
          this mandate would be reimbursable by the state.  Though the  
          author suggests that the administrative costs, and thus the  
          reimbursements, created by this change would be minor, that is  
          not clear.  For example, if an average district uses a mid-level  
          information technology staff person to create and post these  
          notices, that staffer might earn $70,000 per year with a benefit  
          rate of something on the order of 33% (reasonable assumptions  
          for the position and for a school district).  If that staff  
          person spends slightly over 20 hours per year on this work  
          (certainly a low estimate given the contract load in many large  
          and medium size districts), the cost to that average district  
          would approach $1,000 per year; in turn applying these costs to  
          over 1,000 school districts could easily push the annual cost of  
          reimbursements to one million dollars ($1,000,000) or beyond.

          Should the Committee consider changing the current newspaper  
          noticing requirement on both fiscal and policy grounds?  Though  
          the bill has been amended into its current version, the bill as  
          introduced eliminated the current newspaper noticing requirement  
          and instead added the Internet posting requirement.  According  
          to the Legislative Counsel Bureau, that version of the bill did  
          not constitute a state mandated local program.  This is  
          consistent with the Commission on State Mandates which states in  
          its Guide to the State Mandate Process that, "Proposed  
          parameters and guidelines [the document that the Commission uses  
          to guide the determination of the amount to be reimbursed to  
          school districts] must allow for an offset of any other  
          reimbursement received from federal or state government or other  
          non-local sources, including offsetting savings in the same  
          program as a result of the same statute(s) or executive order(s)  
          found to contain a mandate." In other words, the savings from  
          the elimination of the requirement to publish bid notices in a  
          newspaper would, in any calculation of the state's obligation to  
          reimburse local districts for this mandate, offset the  
          additional costs of posting the bid notices electronically.








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          The Assembly Education Committee analysis of SB 1464 (Karnette),  
          the 2004 legislation that authorized posting of the contract  
          notice on the district's Internet web site or through an  
          electronic portal, said, "Allowing posting of bids on Web sites,  
          in addition to existing notice requirements in newspapers,  
          provides school districts and bidders the opportunity to become  
          comfortable with electronic bidding procedures using the latest  
          technology to advertise, open and post contractor proposals."   
          So the Legislature in 2004 foresaw the move to what was then  
          emerging, and is now current, technology by allowing and  
          inviting the electronic posting of bid notices.

          The author has also raised a number of issues that are  
          problematic with respect to districts actions in posting bid  
          notices in newspapers, by stating, "Currently, school districts  
          can place public notice of bids in small, often overlooked  
          papers and fulfill their requirement for public notice.   
          Sometimes this can be done on purpose or other times there are  
          few apparent options."

          The existence of these problems, especially when combined with  
          the general feeling of many school districts that newspaper  
          notifications do not result in a significant number of contract  
          bids, may suggest that a change in statute, from requiring that  
          bid notices be published in a newspaper of general circulation  
          to an authorization that those notices may be so published, may  
          not result in a loss in the number of bids submitted for school  
          district contracts.  It should be noted, since wide distribution  
          of bid notices is in the best interests of each district, that  
          the authorization to publish notices in the newspaper would  
          allow districts, that have evidence that such notices generate  
          additional bids, to make the local decision to continue to so  
          publish those notices.  At the same time school districts in  
          situations described by the author could choose to rely more on  
          Internet posting or other authorized means of noticing.

          Should there be any requirement for noticing contract bids, or  
          should there be complete local choice on how to notify vendors  
          of contracting opportunities?  As noted above, full and fairly  
          distributed information is what allows competition for contracts  
          to lower contract costs to school districts, ultimately lower  
          costs to the state, improve the quality of the bid proposals,  
          and continue to prevent a return to the nepotism and cronyism  
          that historically plagued public contracting processes.   








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          Ensuring that districts continue to widely distribute contract  
          bid notices is most easily done by requiring that distribution  
          to take place using whatever mechanism provides the widest  
          distribution at the lowest possible cost to the district.   
          Committee staff recommends statute allowing districts to publish  
          bid notices in any print or electronic publication, combined  
          with requiring districts to post the bid notice on its Internet  
          web site or other electronic site to be the best means of  
          accomplishing these goals.

          Are there any technical problems that the bill has raised?  A  
          technical statutory issue, that can be easily corrected, also  
          appears to create a problem with this bill.  The author states  
          that, "School districts could utilize the California Uniform  
          Construction Cost Accounting Commission list of construction  
          trade journals, which is listed in Commission's  Cost Accounting  
          Policies and Procedures Manual  .  This bill allows a school  
          district to mail, email or fax the notice to the construction  
          trade publications at no cost to the district."  However, there  
          is no requirement or explicit authorization, regarding posting  
          bid notices in trade journals, created by this bill; there  
          appears to be no requirement or explicit authorization for this  
          activity by school districts in current law.  Publication in a  
          trade or professional journal could, however, be authorized with  
          respect to a school district meeting state requirements on local  
          governments for placing a bid notice such that woman and  
          minority owned businesses would be aware of the notice or  
          meeting other general contracting requirements.  Beyond this,  
          current law is ambiguous with respect to a school district's  
          authority to place a notice anywhere other than a newspaper of  
          general circulation or the district's Internet web site or an  
          electronic portal.  Generally, under the Education Code school  
          districts have the authority to take action as long as it  
          furthers its educational purpose, is consistent with  
          requirements in the law, and is not prohibited by law.  However,  
          school district contracting procedures are governed by the  
          Public Contracts Code, which does not share the permissive  
          nature of the Education Code; thus the lack of explicit  
          authority to post a notice anywhere other than a newspaper of  
          general circulation, the district's Internet web site, or an  
          electronic portal may mean that districts do not have the  
          authority to do so.  This position, regarding the lack of  
          permissiveness, is supported by the authority granted in Public  
          Contracts Code that allows school districts to post the contract  
          notice on its Internet web site; the 2004 action of the  








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          Legislature to provide this authority suggests that the  
          Legislature felt that it was required to explicitly grant the  
          authority for this manner of noticing.  Clearly any prohibition  
          on school districts from more widely publishing a contract  
          notice would not be in the best interests of public policy.   
          Committee staff recommends that this issue be clarified in  
          Committee amendments by authorizing a district to publish the  
          contract notice in any publication or electronic media,  
          including newspapers, trade journals, and Internet web sites.  

          Committee amendments: If this Committee chooses to pass this  
          bill, then Committee staff recommends the following amendments  
          to further the author's stated intent to "save school districts  
          money", while at the same time "ensuring the widest possible  
          pool of bidders."

          1)Add the authority for school districts to publish or post  
            contract bid notices (for contracts in excess of $50,000) in  
            any newspaper, trade journal, Internet web site, or any other  
            print publication or electronic portal, and delete the  
            requirement that a school district publish a notice calling  
            for such contract bids, at least once a week for two weeks  
            prior to the due date for such bids, in a newspaper of general  
            circulation in the district, or if there is no such newspaper,  
            then in some newspaper of general circulation in the county.

          2)Require a district that does not possess or maintain its own  
            web site to post such notices on a web site that it chooses,  
            and provide notice of that web site at least once a week for  
            two weeks following the district's choice of a web site, in a  
            newspaper of general circulation in the district, or if there  
            is no such newspaper, then in some newspaper of general  
            circulation in the county.

          Previous legislation: AB 490 (Parra), vetoed in 2005, would have  
          required the notice calling for bids to be mailed to all  
          construction trade journals for the county or counties in the  
          attendance area of the district at least 30 calendar days before  
          the date of opening the bids, if  the school district would  
          incur no publishing costs.  SB 1464 (Karnette), Chapter 739,  
          Statutes of 2004, authorizes school districts to also publish  
          this notice for bids on the district's Web site or through an  
          electronic portal, and authorize these districts to accept bids  
          that were submitted either electronically or on paper.  AB 2614  
          (Levine), vetoed in 2004, would have required the notice to  








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          include the Internet web site or place where bids will be  
          housed, posted and opened, and would have allowed a school  
          district to satisfy the notice requirement by publishing this  
          information once a week for 2 weeks on the school district's Web  
          site or through an electronic portal; also would have required  
          all bids to be opened at the same time and place, and to the  
          extent possible, on the date designated on the public notice.

           REGISTERED SUPPORT / OPPOSITION :   

           Support 
           
          American Federation of State, County and Municipal Employees,  
          AFL-CIO
          California Legislative Conference of the Plumbing, Heating and  
          Piping Industry
          National Electrical Contractors Association (California chapter)
          State Building and Construction Trades Council (Sponsor)

           Opposition 
           
          None on file
           
          Analysis Prepared by  :    Gerald Shelton / ED. / (916) 319-2087