BILL ANALYSIS                                                                                                                                                                                                    



                                        
                       SENATE LOCAL GOVERNMENT COMMITTEE
                            Senator Dave Cox, Chair


          BILL NO:  AB 746                      HEARING:  6/16/10
          AUTHOR:  Coto                         FISCAL:  No
          VERSION:  6/9/10                      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 Attorney General's  
          opinions, 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 and instead divided the  
          contract.  AECOM WATER won a new contract for program  
          construction and management services.  Parsons won a  
          contract extension for preconstruction services.  San  
          Francisco's Board of Supervisors reviewed the Commission's  
          actions and authorized the Commission's General Manager to  
          proceed.

          Parsons worries that a competitor or some other third party  
          could file a lawsuit alleging a violation of Section 1090.   
          Parsons wants the Legislature to add another specific  
          situation to the list of activities that do not violate the  
          conflict-of-interest laws.







          AB 746 -- 6/9/10 -- Page 3



                                   Proposed Law  

          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 schedule, plan, drawing, description, or  
               technical specification that is attached to or  
               referenced in any of those documents.





































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                                     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 preparing certain  
          documents doesn't lead to an illegal interest in a  
          contract.  Without this statutory protection, experienced  
          companies will hesitate to tackle consulting work which may  
          preclude them for bidding on construction projects.  For a  
          large firm, the financial risk of violating Section 1090  
          could be enormous because the company could be forced to  
          disgorge the money it earned.

          2.   Unintended consequences  .  The Committee may wish to  
          consider the effect that AB 746 could have had on the  
          Oracle and Logicon contracting controversy.  In 2001, state  
          officials signed a $95 million, sole-source contract with  
          Oracle for state employees' access to database software.   
          Logicon proposed the Oracle agreement to state officials.   
          An April 2002 report by the Bureau of State Audits found  
          that Logicon overstated the amount of money that the state  
          would save from the Oracle agreement.  The Auditor found  
          that state officials failed to verify Logicon's claims,  
          while Logicon failed to reveal that it had a significant  
          financial stake in the Oracle agreement.  While Logicon  
          pushed the Oracle agreement, it also had a June 2000 state  
          contract to write a white paper on best practices for  
          licensing software for state use.  State officials never  
          received Logicon's final report and cancelled the  
          consulting contract without payment.  One legislative  
          response was to apply the conflict-of-interest provisions  
          of state procurement law to information technology  





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          contracts which previously had been exempt (SB 1467, Bowen,  
          2002).  The Committee may wish to consider whether AB 746  
          allows the kind of behavior that the 2002 Bowen bill  
          prevents.  Should a contractor help public officials  
          prepare bids for government work and then bid on those  
          contracts?

          3.   More unintended consequences  .  In addition to  
          protecting the public's interest in honest government,  
          Section 1090 also protects the 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.

          4.   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.  Those local decisions seemingly  
          resolved Parsons' problems.  Perhaps adding a 15th  
          exemption to state law 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.

          5.   No help at all  .  Rather than act on AB 746 last summer,  
          the Senate Local Government Committee postponed its July 1,  
          2009 hearing to seek an Attorney General's opinion.  The  
          Committee's Chair wanted to ask two questions:
                 Given the facts of the San Francisco situation,  
               does a Section 1090 conflict-of-interest exist?
                 Would AB 746 as written interfere with future  





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               prosecutions of Section 1090 violations?
          On September 24, 2009, the State Department of Justice  
          wrote to Senator Wiggins to confirm that it was "not  
          inclined to issue any opinion on the proposed questions."   
          The Department's letter explained its policy to decline  
          questions about pending bills and to decline questions that  
          are, or could be, litigation subjects.  The Department  
          declines requests that involve resolving factual disputes,  
          not legal questions.  Questions about future prosecutions  
          would be strategic questions, not legal questions.   
          Therefore, the Committee does not have an Attorney  
          General's opinion to accompany its June 16, 2010  
          discussions.


                                 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  (6/10/10)

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

           Opposition  :  Unknown.