BILL ANALYSIS                                                                                                                                                                                                    



                                        
                       SENATE LOCAL GOVERNMENT COMMITTEE
                        Senator Patricia Wiggins, Chair


          BILL NO:  AB 746                      HEARING:  7/1/09
          AUTHOR:  Coto                         FISCAL:  No
          VERSION:  2/26/09                     CONSULTANT:  Detwiler
          
                             CONFLICTS OF INTEREST

                                   Existing Law  

          It is a crime for a public official to have a financial  
          interest in a contract made by that official or by the  
          governing board on which the member sits.  A willful  
          violation can result in a fine or prison time, plus a  
          lifetime ban on holding public office.  Observers call this  
          conflict-of-interest law "Section 1090," after its  
          Government Code designation.

          Contracts that violate the Section 1090 prohibition are  
          void and unenforceable.  Lawsuits to void contracts must be  
          filed within four years after the plaintiff discovered or  
          should have discovered a violation (AB 1678, De La Torre,  
          2007).

          However, state law says that an official is not interested  
          in a contract if the person has only a remote interest.   
          The official must publicly disclose the interest and the  
          agency must approve the contract without that official's  
          vote.  State law defines 15 situations that qualify as  
          remote interests.  Further, the Legislature has described  
          14 specific situations in which it has declared that  
          officials don't have an interest in a contract.

          According to court decisions and opinions by the Attorney  
          General, independent contractors and consultants who  
          exercise judgment on behalf of public entities are also  
          covered by the Section 1090 conflict-of-interest statute.


                                    Background  

          In 2005, the San Francisco Public Utilities Commission  
          contracted with Parsons Water and Infrastructure, Inc. for  
          program, project, and pre-construction management services  
          in connection with the Commission's major water system  
          improvement program.  In November 2007, the Commission  




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          amended Parson's contract.

          In early July 2008, the Commission issued a request for  
          proposals for program management services.  Parsons learned  
          that the San Francisco City Attorney's Office was looking  
          into whether there may be a conflict of interest if the  
          Commission awarded the contract to Parsons.  In late July  
          2008, an attorney representing Parsons wrote a 16-page  
          letter to the City Attorney's Office explaining why a court  
          would conclude that there was no conflict of interest in  
          this contract.

          In August 2008, the City Attorney's Office issued a 10-page  
          opinion to the Commission.  The memorandum noted that  
          "there is no indication that Parsons acted in bad faith or  
          attempted to steer the [project management] contract to  
          itself."  However, the City Attorney's Office concluded  
          that, if the Commission awarded Parsons the contract, "a  
          court would likely find a violation" of the Section 1090  
          conflict-of-interest law "because of Parson's key role in  
          developing the scope of those same services."  

          In September 2008, the Commission received proposals from  
          two firms: CH2M HILL and Program Delivery Partners (a joint  
          venture between Parsons and AECOM WATER).  That joint  
          venture was the highest-ranking proposer; Parsons offered  
          to perform pre-construction program management, AECOM  
          offered to perform construction management services.  

          In November 2008, after considering the City Attorney's  
          advice regarding a potential conflict of interest, the  
          Commission rejected all proposals.  Instead, the Commission  
          divided the contract.  AECOM WATER won a new contract for  
          program construction and management services.  Parsons won  
          a contract extension for pre-construction services.  The  
          San Francisco County Board of Supervisors reviewed the  
          Commission's actions and authorized the Commission's  
          General Manager to proceed.

          Parsons worries that a business competitor or some other  
          third party could file a lawsuit alleging a violation of  
          Section 1090.  Parsons wants legislative assurance that its  
          activities do not violate the conflict-of-interest laws.


                                   Proposed Law  





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          For contracts executed on or after September 1, 2008,  
          Assembly Bill 746 declares that an independent contractor  
          shall not be deemed to be interested in a contract as a  
          result of the contractor's preparation, at a governmental  
          entity's request, of:
                 A document that serves a purpose independent of the  
               contract.
                 A request for proposal.
                 A request for qualifications.
                 A request for bids.
                 Any other bid-related documents.


                                     Comments  

          1.   Let's be clear  .  The Section 1090 conflict-of-interest  
          law is clear --- public officials can't be financially  
          interested in their agencies' contracts.  This  
          long-standing prohibition on conflicts of interest  
          reassures Californians that their government officials  
          focus on the broader public interest and not on narrow  
          private interests.  Because it can be hard to apply this  
          strict statute to the modern complexities of contracts,  
          consultants, and long-term projects, the Legislature has  
          defined several situations that aren't conflicts of  
          interest and described other situations in which there are  
          only remote interests.  But one interpretation might  
          conclude that the San Francisco Public Utilities  
          Commission's contract with Parsons Water and  
          Infrastructure, Inc. violated Section 1090.  AB 746 carves  
          out an additional exception by describing how an  
          independent contractor's involvement in certain documents  
          doesn't lead to an illegal interest in a contract.  Without  
          this statutory protection, progress on San Francisco's  
          water system improvement program could stumble.  For  
          Parsons, the risks are enormous because the company could  
          be forced to disgorge the money it has earned from the San  
          Francisco contract.

          2.   The only thing we have to fear  .  To alleviate a  
          potential conflict-of-interest with Parsons and still honor  
          the results of the competitive process, San Francisco  
          officials extended Parsons' contract and awarded a new  
          contract to AECOM WATER.  Unlike most bills which have  
          prospective effects, AB 746 reaches back in time to protect  





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          contracts executed on or after September 1, 2008.  Perhaps  
          that retroactive reach represents an abundance of caution  
          in a litigious environment where construction consulting  
          companies jockey for a limited number of lucrative  
          government contracts.  Competitors raise suspicions about  
          their rivals all the time.  But, if San Francisco officials  
          found a satisfactory solution to their earlier concerns,  
          what's the need for Sacramento to intervene?   Why should  
          the Legislature create a new statutory exception when local  
          officials have already solved the problem?  Maybe FDR was  
          right.

          3.   Get professional help  .  Many cases and formal opinions  
          have interpreted the Section 1090 conflict-of-interest law,  
          sometimes leading to legislative responses.  Public  
          officials need to move carefully and thoughtfully, because  
          violations have dire consequences for both the public's  
          confidence in government and for the public officials  
          themselves.  If San Francisco officials or their  
          contractors still worry that last fall's actions didn't  
          resolve their concerns about violating the Section 1090  
          conflict-of-interest law, then legislators should invite  
          the Attorney General's formal review.  Before adopting  
          another exemption, the Committee may wish to consider  
          submitting a formal request for a written opinion to  
          Attorney General Jerry Brown.

          4.   Unintended consequences  ?  In addition to protecting the  
          public's interest in honest government, Section 1090 also  
          protects public agencies themselves.  In 2007, for example,  
          the California Housing Finance Agency (CHFA) accused two  
          former CHFA employees for having a financial interest in  
          contracts made while in their official capacity, violating  
          Section 1090.  A jury awarded CHFA compensatory and  
          punitive damages and the District Court of Appeal affirmed  
          the trial court's decisions.  An unintended consequence of  
          creating a new exception to Section 1090 would be to  
          undercut the statutes that allow public agencies to recover  
          their losses when their employees and independent  
          contractors engage in corrupt behavior.

          5.   It's about time  .  Regular statutes take effect on the  
          January 1 following their enactment, while an urgency  
          measure takes effect as soon as the Governor signs and the  
          Secretary of State chapters the bill.  The California  
          Constitution says that an urgency bill must be "necessary  





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          for the immediate preservation of the public peace, health,  
          or safety."  The Constitution also requires an urgency bill  
          to get a 2/3-vote in both the Assembly and the Senate.  AB  
          746 takes effect on January 1, 2010, more than a year after  
          San Francisco officials extended Parsons' contract.  If San  
          Francisco officials and Parsons are worried about potential  
          lawsuits alleging violations of the Section 1090  
          conflict-of-interest law, the Committee may wish to  
          consider adding an urgency clause to AB 746.


                                 Assembly Actions  

          Assembly Local Government Committee:  2-2
          Assembly Local Government Committee:  7-0 (reconsideration  
          granted)
          Assembly Local Government Committee:  4-0
          Assembly Floor:                    66-7


                         Support and Opposition  (6/25/09)

           Support  :  Parsons Water and Infrastructure, Inc., Willie L.  
          Brown, Jr.

           Opposition  :  Unknown.