BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 756
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          Date of Hearing:   April 21, 2009

                   ASSEMBLY COMMITTEE ON BUSINESS AND PROFESSIONS
                                 Mary Hayashi, Chair
                      AB 756 (Eng) - As Amended:  March 31, 2009
           
          SUBJECT  :   Public contracts:  reports.

           SUMMARY  :   Requires state agencies to annually prepare a report,  
          available on each agency's Internet Web site listing personal  
          services and consulting services contracts entered into in the  
          previous fiscal year (FY) and to electronically submit that  
          report to the Department of Finance (DOF) and the Legislature.   
          Specifically,  this bill  : 

          1)Requires each state agency to prepare an annual report on  
            personal services and consulting services contracts entered  
            into during the previous FY that includes all of the  
            following:  

             a)   The name and identification number of each contractor;

             b)   The statutory basis for the authorization of each  
               contract, including, if relevant, any applicable condition  
               permitting personal services contracts provided by current  
               law, as specified;

             c)   The duration of each contract;

             d)   The number of amendments to each contract and the number  
               of renewals of each contract, where applicable;

             e)   The total amount of the contract price over the duration  
               of the contract, including all known amendments to the  
               contract, the total amount paid by the state agency during  
               the most recently completed fiscal year, and the number,  
               cost, bill rate, and staffing levels associated with each  
               type of contract employee retained during the most recently  
               completed fiscal year.  Staffing levels shall also be  
               described or accounted for in personnel year or full-time  
               equivalent terms;

             f)   Costs and relevant staffing information shall be  
               organized and reported using the following contract  
               categories:








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               i)     Architectural, engineering, and environmental  
                 services and consulting services;

               ii)          Information technology (IT) consulting  
                 services; and, 

               iii)         Other personal services and consulting  
                 services contracts shall be organized and reported as  
                 follows:

                                              Professional,  
                              administrative, financial, and staff  
                              services and consulting contracts;

                                              Legal services and  
                              consulting contracts;

                                              Education and information  
                              science services and consulting contracts;

                                              Clerical and office  
                              services and consulting contracts;  

                                              Security services and  
                              consulting contracts; 

                                              Scientific and technical  
                              services and consulting contracts; 

                                              Facility, equipment, and  
                              landscape maintenance services and  
                              consulting contracts; 

                                              Printing and publishing  
                              services and consulting contracts; 

                                              Property and food services,  
                              including janitorial services, and  
                              consulting contracts; 

                                              Medical and health services  
                              and consulting contracts; 

                           Psychiatric, psychological, and social welfare  
                    services and consulting contracts; and, 








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                                              Miscellaneous.

          1)Defines the following terms:

             a)   "Consulting services contracts" has the same meaning as  
               defined in current law; and, 

             b)   "Personal services contracts" means any contract,  
               requisition, or purchase order, excluding public works  
               contracts, under which labor or personal services is a  
               significant, separately identifiable element.

          2) Requires contractors to electronically provide staffing and  
            cost information for all personal services and consulting  
            services contracts to state agencies at the end of each FY,  
            and states that failure to report this information results in  
            the following (until that information is provided): 

             a)    A breach of contract; 

             b)   Ineligibility for future personal services and  
               consulting services contracts; and, 

             c)   Cease of payments for ongoing contracts.

          3)Requires state agencies to provide electronically provide the  
            annual report to the DOF and the Legislature within 60  
            workings days after the end of the previous FY. 

          4)Requires the report to be made available to the public in an  
            electronic format similar to that used by the agency in its  
            Wages and Salaries Supplement report. 

          5)States that the section does not apply to confidential  
            contracts with attorney-client privilege.

           EXISTING LAW  : 

          1)Governs contracting between state agencies and private  
            contractors, and sets forth requirements for the procurement  
            of supplies, materials, equipment, and services by state  
            agencies.

          2)Delineates the various responsibilities of the Department of  
            General Services (DGS) and other state agencies in overseeing  
            and implementing state contracting procedures and policies.







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          3)Provides that contracting is permissible to achieve cost  
            savings when specified conditions are met, and all efforts are  
            made to use civil servants to provide services.   

          4)Provides that contracting is permissible, after all efforts  
            are made to use civil servants to provide services, and when  
            any of the following can be met:

             a)   The services are exempt as defined by the State  
               Constitution (legislative staff and political appointees);

             b)   The services are for new state functions and the  
               legislature has specifically authorized contracting for the  
               services;

             c)   The work is of a highly technical nature and the skills  
               needed cannot be provided by civil servants;

             d)   The services are incidental to the purchase of goods;

             e)   The services are contracted to avoid a conflict of  
               interest;

             f)   Emergency services are being provided;

             g)   Legal services are provided to avoid a conflict of  
               interest;

             h)   It is unfeasible for the state to provide the services;

             i)   Service providers are training civil servants on an  
               interim basis; or, 

             j)   Services provided are temporary, urgent, or of an  
               occasional nature.

           FISCAL EFFECT  :   Unknown

           COMMENTS  :   

           Purpose of the bill  .  According to the author's office, "This  
          measure would ensure transparency in state contracts involving  
          personnel by requiring departments to report monetary  
          expenditures and associated staffing levels related to the use  
          of all personal service contracts.  Expenditures and staffing  







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          levels associated with the use of civil service workers is  
          routinely reported to the Legislature and is readily available  
          to the public through the budget process each year.  The same  
          reporting requirements should apply for personal service and  
          consulting contracts.

          "Currently, California is spending almost $3 million a day and  
          over $1 billion a year on costly
           IT contracts that pay contract employees 2-3 times the amount  
          it would cost to employ state workers.  The state has 2,345  
          active IT contracts worth just over $4 billion.  By reducing our  
          dependence on IT contractors and in-sourcing just a fraction,  
          the state could save untold millions."
           
           Background.  According to information provided by the sponsors  
          of the bill, the Services Employees International Union, Local  
          1000 (SEIU 1000), since January 2008, the state has entered into  
          15,116 new contracts worth $5.5 billion.  Overall, the state  
          spends an estimated $10.5 billion on services and consultant  
          contracts in a typical year or $28.7 million daily.



          SEIU Local 1000 estimates that the state could save  
          approximately $350 million annually by utilizing state workers  
          to cut unnecessary and wasteful outsourcing in three areas: $100  
          million or more annually in IT contracts, $144-205 million or  
          more annually in medical registry contracts, and $50 million or  
          more annually in architectural and engineering contracts.  SEIU  
          Local 1000 estimates indicate the state persists in renewing  
          contracts that cost from 22% to 200% more than the cost to  
          perform the same service using state workers. 

          State agencies register their contract expenditures through the  
          State Contract Procurement Registration System (SCPRS) operated  
          by the Department of General Services (DGS). SEIU Local 1000  
          states that the current contract recordkeeping system is  
          incomplete or inconsistent, making it difficult to assess  
          whether taxpayer funds are spent efficiently on contracts.   
          Currently, contracts are not organized by categories or  
          unsearchable by a specific field or across fiscal years. As a  
          result, users cannot search contracts by state agency name,  
          contractor name, contract number, or cross-reference contract  
          amendments across fiscal years. 

          On March 12, 2008, this committee along with the Assembly Public  







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          Employees, Retirement and Social Security Committee, held a  
          joint hearing entitled, "Use of Personal Services Contracts for  
          IT Services in State Government."  The purpose of the hearing  
          was to explore and evaluate whether state agency IT personnel  
          service contracts obtain the best value for the state and are in  
          compliance with laws governing state contracts.  

          According to a memo provided by SPB to the committee for the  
          hearing, "Government Code section 19130 codifies the exceptions  
          to the civil service mandate recognized in various court  
          decisions.  The purpose of SPB's review of contracts under  
          Government Code section 19130 is to determine whether,  
          consistent with Article VII and its implied civil service  
          mandate, state work may legally be contracted to private  
          entities or whether it must be performed by state employees. 

          "A state agency seeking to enter into a personal services  
          contract on a cost savings basis must submit the contract to the  
          SPB for review and approval prior to the contract becoming  
          effective.  Upon receipt of the request for contact review, the  
          SPB will forward the contract to the affected employee  
          organization.  The employee organization can file a challenge to  
          the contract within ten days of receipt of the notification by  
          the SPB.  If the employee organization challenges the contract,  
          the SPB's Executive Officer will, after receipt of written  
          briefs from the parties, issue a decision that approves or  
          disapproves the contract."  

          According to SEIU 1000 testimony at the hearing, "The union  
          estimates that California could save approximately $100 million  
          if it significantly reduced its use of IT contracts.  The state  
          often pays twice as much for IT contractors as it does to employ  
          state IT workers. The typical cost to employ an IT worker is  
          $98,985 per year (including all benefits and payroll taxes).   
          The typical cost to employ an IT contractor is $218,136 per  
          year.  We conservatively estimate the state employs between  
          1,000 and 1,475 IT contractors.  Filling existing IT vacancies  
          and eliminating the use of contractors to perform work that can  
          be done by state workers could save about $100 million or more  
          each year." 

           Support  .  According to the sponsor, "This bill would cover  
          various classifications where there is use of (personal service  
          and consulting) contracts.  These include health services,  
          engineering, custodial services and IT.  Using IT as an example  
          and data taken directly from the DGS SCPRS database shows that  







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          between 2003 and January 2009, state agencies entered into over  
          10,000 IT personal services and IT consulting contracts.  These  
          current contracts are worth over $2 billion.  Since the  
          Governor's declaration of (a) fiscal emergency on January 10,  
          2008, 1,833 IT consulting and personal services contracts have  
          been entered into for a cost of $598 million.  However, even in  
          these times of fiscal crisis, there is little tracking of the  
          details of these contracts."

           Related Legislation  . 

          AB 400 (De Leon) requires the Financial Information System for  
          California (FISCal) to list State General Fund and federal fund  
          expenditures, including contracts, in the amount of $10,000 or  
          greater on a public Web site and to update this information  
          annually.  This bill is currently pending in the Assembly  
          Appropriations Committee. 

           Prior Legislation  
           
           AB 2603 (Eng) would have required state agencies to prepare an  
          annual report for the DOF listing personal services and  
          consulting services contracts, entered into by the agency in the  
          previous fiscal year.  This bill was held in the Senate  
          Appropriations Committee. 

          SB 1331 (Oropeza) of 2008 would have required the Governor to  
          submit with the annual State Budget a report that contains  
          specified information regarding current and proposed contracts  
          for services in the amount of $5,001 or more.  This bill was  
          held in Senate Rules. 

          SB 786 (Oropeza) of 2007, is identical to SB 1331 (Oropeza) of  
          2008.  This bill was held in the Senate Appropriations  
          Committee. 

           REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           
          Service Employees International Union, Local 1000 (SEIU Local  
          1000) 
          Professional Engineers in California Government (PECG)

           Opposition 
           







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          None on file. 
           
          Analysis Prepared by :    Joanna Gin / B. & P. / (916) 319-3301