BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 926
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          ASSEMBLY THIRD READING
          AB 926 (Ruskin)
          As Introduced  February 26, 2009
          Majority vote 

           ECONOMIC DEVELOPMENT   7-0      BUSSINESS & PROFESSIONS      11-0
           
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          |Ayes:|V. Manuel Perez, Logue,   |Ayes:|Hayashi, Emmerson,        |
          |     |Beall,                    |     |Conway,                   |
          |     |Bill Berryhill, Block,    |     |Eng, Hernandez, Nava,     |
          |     |Huber, Salas              |     |Niello,                   |
          |     |                          |     |John A. Perez, Price,     |
          |     |                          |     |Ruskin, Smyth             |
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           APPROPRIATIONS      16-0                                        
           
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          |Ayes:|De Leon, Nielsen,         |        |                       |
          |     |Ammiano,                  |        |                       |
          |     |Charles Calderon, Davis,  |        |                       |
          |     |Duvall,                   |        |                       |
          |     |Krekorian, Hall, Harkey,  |        |                       |
          |     |Miller,                   |        |                       |
          |     |John A. Perez, Price,     |        |                       |
          |     |Skinner, Solorio,         |        |                       |
          |     |Audra Strickland,         |        |                       |
          |     |Torlakson,                |        |                       |
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          |     |                          |        |                       |
          |     |                          |        |                       |
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           SUMMARY  :  Requires every solicitation that appears in the  
          California State Contracts Register, or specified requests for  
          proposals relating to the furnishing of equipment, materials,  
          supplies, or telecommunications to contain the following statement,  
          "It is unlawful for any person engaged in business within this  
          state to sell or use any article or product as a "loss leader," as  
          defined.  The bill also makes other technical, nonsubstantive  
          changes relating to the Small Business Procurement Act.

           EXISTING LAW  :

          1)Establishes the State Contract Act, administered through the  






                                                                  AB 926
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            Department of General Services (DGS), for the purpose of  
            providing guidance on state contracting for goods, services, and  
            information technology.

          2)Prohibits a person engaged in business in California to sell any  
            product at less than the cost or give away any product for the  
            purpose of injuring competitors or destroying competition.  More  
            specifically, existing law defines a "loss leader" as selling a  
            product at less than cost:

             a)   Where the purpose is to induce, promote or encourage the  
               purchase of other merchandise;

             b)   Where the effect is a tendency or capacity to mislead or  
               deceive purchasers or perspective purchasers; or,

             c)   Where the effect is to divert trade from or otherwise  
               injure competitors.

           FISCAL EFFECT  :  According to the analysis of the Assembly  
          Appropriations Committee, implementation of this bill would result  
          in minor costs, likely less than $75,000 General Fund, for updating  
          materials, developing policies, and the workload associated with  
          disputes, inquiries, and general assistance.






           COMMENTS  : 

          1)According to the author, the purpose of AB 926 is to ensure that  
            the existing loss leader protections for small businesses are  
            fully enforced and that larger businesses cannot undercut market  
            prices to drive competitors out of business.  

          2)In August of 2008, DGS released an internal compliance audit of  
            an office supply contract with Office Depot, Inc (Office Depot),  
            Contract No. 1S-06-75-55.  In this contract, DGS had consolidated  
            the state's primary office supply purchases into a single  
            contract with the expectation of the state receiving significant  
            discounts. 

            Key issues investigated included whether the contract complied  
            with state pricing rules and the small business and DVBE  






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            contracting requirement that they serve a commercially useful  
            function (CUF).  In its findings the audit stated that over all,  
            Office Depot had met the CUF requirements and that items covered  
            in the contract had been accurately priced.  However, the audit  
            found $34,399 (13%) in over-charges on items identified within  
            the contract.

            Further, the auditor identified approximately 16,000 items ($14.2  
            million) that had been purchased by the state that were not  
            specifically covered in the contract and therefore received no  
            discounts.  While initially, Office Depot stated that they were  
            not aware of any contract limitation on offering "off-contract"  
            products within their catalog and online ordering website, Office  
            Depot ultimately agreed to repay the state $2.5 million.

            In addition to the issues addressed above, the audit identified  
            some shortcomings in the state's administration of this contract.  
             As a result, DGS states that it has made improvements to its  
            contract oversight and administration functions to better manage  
            multi-faceted programs like the Office Depot contract in the  
            future.   

          3)While the scope of the Office Depot audit included a review of  
            whether the pricing generally conformed with state laws, the  
            author contends that the audit should have specifically addressed  
            the issue of whether Office Depot engaged in the illegal activity  
            of using certain low cost products as a loss leader to either win  
            the contract or in the implementation of the contract.

            Historically, many state agencies have used their office supply  
            contracts to meet their annual 25% procurement goal for small  
            businesses and their 3% goal for DVBEs.  By bundling the state  
            office supply contract, many small businesses believe an  
            important business opportunity is being eliminated.  Small  
            businesses are potentially already at a disadvantage to larger  
            office suppliers who have access to bulk discounts.  Therefore,  
            enhanced enforcement of this existing loss leader law is central  
            to small businesses ongoing ability to obtain state contracting  
            opportunities. 

            According to the author, when DGS was asked whether they had  
            audited for violations of the loss leader law, the auditors  
            responded that they were not aware of the law.  The author states  
            that implementation AB 926 addresses this lack of knowledge of a  
            1950s law by placing a reference to it within the State  
            Contracting Code.






                                                                  AB 926
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          Analysis Prepared by  :    Toni Symonds / J., E.D. & E. / (916)  
          319-2090 
                                                                   FN: 0000738