BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 1444
                                                                  Page  1

          Date of Hearing:   April 28, 2009

                   ASSEMBLY COMMITTEE ON BUSINESS AND PROFESSIONS
                                 Mary Hayashi, Chair
                   AB 1444 (Garrick) - As Amended:  April 20, 2009
           
          SUBJECT  :   Disposition of state property:  services contracts.

           SUMMARY  :   Authorizes the Department of General Services (DGS)  
          to advertise and award service contracts related to the  
          disposition of real properties, and to establish a list of  
          prequalified firms that may enter into these service contracts.   
          Specifically,  this bill  :  

          1)Defines "qualified firm" as an individual, firm, or  
            combination of firms and individuals having appropriate  
            expertise and knowledge related to due diligence  
            investigations, land use planning, real estate development,  
            entitlement, appraisals, real estate economics and valuation,  
            marketing, public relations, auctioning, and other related  
            matters involved in the disposal, reuse, leasing, and sale of  
            real property.

          2)Defines "prequalified list" (PL) as a list of firms that  
            possess the qualifications established by DGS to perform  
            specific types of services needed.

          3)Establishes a process to advertise and award contracts, which  
            includes soliciting statements of qualifications (SQs) of  
            interested firms and making announcements through the State  
            Contracts Registrar and applicable publications.

          4)Requires DGS to evaluate the SQs and to create a list of the  
            most qualified firms that meet the criteria established and  
            published by DGS. 

          5)Requires DGS to update PLs at least every two years from the  
            date the lists are established to include additional firms.  

          6)Requires DGS to use the PL of a particular category (or  
            profession) to find at least three firms with sufficient  
            staffing available for a project.  If the first category does  
            not yield three results, DGS may utilize other categories that  
            can provide the desired services. 









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          7)Requires DGS to solicit cost proposals from the three  
            identified firms available and originating from the PL, and to  
            negotiate a contract with the best qualified firm at  
            compensation deemed fair and reasonable to the State. 

          8)Requires DGS to negotiate a contract with the next qualified  
            firm if DGS is unable to negotiate a successful contract with  
            the identified qualified firm.  DGS may remove a qualified  
            firm from the PL if contract negotiations are unsuccessful on  
            three separate occasions.  

           EXISTING LAW  : 

          1)Authorizes the DGS Director to take various actions with  
            respect to the sale, lease, and disposition of state  
            properties, including entering into lease purchase agreements  
            with state agencies for specified state properties. 

          2)Authorizes the state to utilize multiple awards, including  
            Federal General Service Administration (GSA) Multiple Awards  
            Schedules (MAS) and master agreements or contracts for goods,  
            information technology, services, or consulting services.

          3)Authorizes state agencies, in exercising their contracting  
            authority delegated by DGS, to contract with suppliers who  
            have MAS with the Federal GSA on the same terms, conditions,  
            and prices if the supplier is agreeable.  The state MAS  
            process is referred to as the California Multiple Awards  
            Schedules (CMAS).

          4)Authorizes DGS to require vendors to be prequalified prior to  
            placing bids in a reverse auction. 

           FISCAL EFFECT  :   Unknown 

           COMMENTS  :   

           Purpose of the bill  .  According to the author's office, "DGS  
          must go through a cumbersome bid process for these specialized  
          services relating to enhancing and selling the State's real  
          estate.  This bid process is time consuming, often taking at  
          least three to six months to secure a contract to retain the  
          necessary consultants.  As a result, DGS is delayed from  
          completing work on enhancing or disposing of properties.  This  
          bill would allow DGS to establish lists of prequalified external  








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          consultants who can perform the various services DGS typically  
          utilizes as part of its real property disposition program.  The  
          PL would save the State money as DGS would not have to use the  
          bid process for each external service required.  As a result,  
          real properties could be sold in a much more efficient and  
          timely manner, which would bring in sales proceeds to the State  
          in a more expedited timeframe.  

           Background  .  According to DGS, when the State receives  
          legislative authorization to sell a property, the State can sell  
          the property two ways - "as is" or "subject to" entitlements.   
          DGS utilizes a variety of contracted professional consultants  
          such as real estate economists, marketing consultants, and  
          entitlement specialists, in its real property sales and property  
          enhancement programs.  For larger, more valuable properties, DGS  
          utilizes an entitlement enhancement process to increase the  
          value.  These types of properties have significant revenue  
          potential when they are rezoned through the local government  
          entitlement process (e.g., zoning, general plan amendments and  
          specific plan processes).  DGS uses specialized consultants to  
          perform the preliminary entitlement work, prior to placing the  
          real property on the real estate market.  This process  
          eliminates much of the risk for the buyer since the buyer and  
          DGS already understand the level of entitlements before close of  
          escrow on the sale of the property.  A buyer is inclined to pay  
          a higher price for the property to the State for the reduced  
          risk resulting from this process.  

          DGS states that the impact of the bill is limited to the sale of  
          state property and would affect approximately 10-12 contracts  
          each year.  In addition, there are only a select number of  
          specialized consultants who would meet the criteria for the type  
          of project DGS is looking for and who would submit a SQ to be  
          eligible on the PL.  These are individuals that DGS routinely  
          work with.  DGS estimates that using PLs will achieve a  
          significant amount of savings in staff time and expedite a  
          project delivery schedule.  The Request for Proposal (RFP)  
          process used to hire an external consultant can take three to  
          six months.  DGS estimates that the average RFP costs  
          approximately $25,000-$50,000 in staff resources.  DGS claims  
          that using a PL will reduce that amount to approximately $5,000  
          in staff time.  

           Support  .  According to DGS, "When the DGS receives legislative  
          authorization to sell a property, the DGS utilizes a variety of  








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          contracted professional consultants such as real estate  
          economists, land planning consultants or appraisers to  
          facilitate the sale process.  Under current law, the DGS must  
          use the State's request for qualifications (RFQ) and/or RFP  
          contracting processes to secure contracts for these specialized  
          services.  These processes are time consuming?The prequalified  
          list would save the State money as the DGS would not have to use  
          the more laborious and time consuming RFQ/RFP process for  
          external consultants.  As a result, real properties could be  
          sold in a more efficient and timely manner, which would expedite  
          the receipt of sale proceeds to the State."

           REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           
          Department of General Services (DGS) (sponsor) 
          
           Opposition 
           
          None on file. 
           
          Analysis Prepared by  :    Joanna Gin / B. & P. / (916) 319-3301