BILL ANALYSIS                                                                                                                                                                                                    






                                                       Bill No:  AB  
          1444
          
                 SENATE COMMITTEE ON GOVERNMENTAL ORGANIZATION
                       Senator Roderick D. Wright, Chair
                           2009-2010 Regular Session
                                 Staff Analysis


          AB 1444  Author:  Garrick
          As Amended:  April 20, 2009
          Hearing Date:  July 8, 2009
          Consultant:  Art Terzakis


                                     SUBJECT  
               Disposition of State Property: services contracts

                                   DESCRIPTION
           
          AB 1444 authorizes the Department of General Services (DGS)  
          to advertise and award service contracts related to the  
          disposition of state-owned real property, and to establish  
          a list of prequalified firms that may enter into such  
          contracts.  Specifically, this measure:

          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 use the PL of a particular category (or  




          AB 1444 (Garrick) continued                              
          Page 2
          


            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. 

          5.  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. 

          6.  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.  Also,  
            permits DGS to remove a qualified firm from the PL if  
            contract negotiations are unsuccessful on three separate  
            occasions.  
          7.  Requires DGS to update PLs at least every two years  
            from the date the lists are established to include  
            additional firms.  Also, allows DGS to add qualified  
            firms more frequently than every two years.  

          8.  Makes it explicit that contracts for services that DGS  
            elects to advertise and award in accordance with the  
            provisions of this measure are not subject to existing  
            provisions of law applicable to Personal & Consulting  
            Services Contracts (Article 4, commencing with Section  
            10335 of the Public Contract Code) and shall not include  
            services defined in Chapter 10, commencing with Section  
            4525 of the Government Code (e.g., contracts with private  
            architects, engineering, land surveying and construction  
            project management firms). 

                                   EXISTING LAW

           Current law authorizes DGS 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.

          Under current law, the state is authorized 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.





          AB 1444 (Garrick) continued                              
          Page 3
          


          Existing law 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).

          Current law authorizes DGS to require vendors to be  
          pre-qualified prior to placing bids in a reverse auction. 

          Current law, The Small Business Procurement and Contract  
          Act, permits a state agency to award a contract for goods,  
          services, or information technology with a value of between  
          $5,000 and $100,000 to a small business without complying  
          with competitive bidding requirements.

          The California Constitution requires proceeds from the sale  
          of all surplus properties be used to pay the principal and  
          interest on the bonds authorized under the Economic  
          Recovery Bond Act. After those specific bonds are retired,  
          money from the sale of surplus properties must be placed in  
          the Special Fund for Economic Uncertainties. 

          Existing law requires authorization by the Legislature  
          prior to the disposition by sale or otherwise of State land  
          reported to it by a State agency as being in excess of its  
          foreseeable needs. 

                                    BACKGROUND
           
           Purpose of AB 1444:   According to the author's office, this  
          measure is intended to allow DGS (the sponsor) to establish  
          lists of prequalified external consultants who can perform  
          the various services DGS typically utilizes as part of its  
          real property disposition program.  According to DGS,  
          following legislative authorization to sell state-owned  
          property, the state can sell the property either "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  




          AB 1444 (Garrick) continued                              
          Page 4
          


          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 this measure would probably 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 services DGS is  
          looking for and who would become eligible on the  
          prequalified list.  The Request for Proposal (RFP) process  
          used to hire an external consultant can take three to six  
          months, and costs approximately $25,000 to $50,000 in staff  
          resources.  DGS claims that using a prequalified list will  
          reduce this administrative cost to approximately $5,000.

                            PRIOR/RELATED LEGISLATION
           
           AB 8xx (Nestande) Chapter 6, Statutes of 2009-10 Second  
          Extraordinary Session.   Among other things, exempted the  
          sale of surplus state real property made on an "as is"  
          basis from designated provisions of CEQA. Also exempted  
          from those provisions of CEQA the execution of the purchase  
          and sale agreement or the exchange agreement for surplus  
          state real property if the disposition is not made on an  
          "as is" basis and the close of escrow is contingent on a  
          specified requirement or compliance with CEQA.  In  
          addition, provided expedited environmental permitting and  
          CEQA exemption for a list of  11  critical transportation  
          projects, as specified.

           SB 760 (Aanestad) 2009-10 Session.   Would authorize DGS to  
          sell, lease, exchange, or any combination thereof,  
          approximately 3.14 acres of real property in the City of  
          Red Bluff that is specifically declared not to be surplus  
          to the needs of the state, and, in return, to acquire up to  
          40,000 net square feet of usable office and related space  




          AB 1444 (Garrick) continued                              
          Page 5
          


          for consolidated state administrative operations. (Pending  
          in Assembly Appropriations Committee)
           
          SB 586 (Yee) 2009-10 Session.   Would direct DGS, in  
          consultation with the Department of Food and Agriculture,  
          to enter into negotiations to sell, to any interested  
          party, at fair market value, with certain restrictions, a  
          13-acre parking lot portion of the state-owned Cow Palace  
          property, located in the County of San Mateo and the City  
          and County of San Francisco.  (Pending in Assembly policy  
          committee)
           SB 256 (Aanestad) 2009-10 Session.   Would authorize DGS to  
          sell, lease, exchange, or any combination thereof  
          approximately 1.69 acres of real property in the City of  
          Chico, currently used by the California Highway Patrol as  
          its Chico area office, which is specifically declared not  
          to be surplus to the needs of the state.  (Pending in  
          Assembly policy committee)
           
          SB 178 (Aanestad) 2009-10 Session.   Would authorize DGS to  
          sell, lease, exchange, or any combination thereof,  
          approximately 3 acres of real property in the City of  
          Redding, currently used by the Department of Forestry and  
          Fire Protection as its Shasta-Trinity Unit Headquarters,  
          that is specifically declared not to be surplus to the  
          needs of the state.  (Pending in Assembly policy committee)
           
          SB 136 (Huff) 2009-10 Session.   Annual DGS surplus property  
          bill that authorizes DGS to dispose of specified parcels.   
          (Pending in Assembly policy committee)

           AB 600 (Hall) 2009-10 Session.   Would grant the DGS the  
          authority to lease the Compton Armory to the City of  
          Compton at fair market value.  (Pending in this committee)
           
          AB 240 (Monning) 2009-10 Session.   Would revise the terms  
          of a previously authorized exchange of DeLaveaga Park  
          parcels, currently owned by the State of California and the  
          City of Santa Cruz (City) respectively, in accordance with  
          the current needs of the State and City.  (Pending in this  
          committee)
            
           AB 2026 (Villines) Chapter 761, Statutes of 2008.    
          Authorized DGS to sell, exchange, or lease for fair market  
          value  nine  specified parcels deemed to be surplus to the  
          state's needs.  Additionally, rescinded the surplus  




          AB 1444 (Garrick) continued                              
          Page 6
          


          authorization granted previously to DGS with respect to  
           seven  specified parcels.  Furthermore, exempted the State's  
          execution of a purchase and sales agreement from CEQA  
          however, the provisions made it explicit that in an "as is"  
          sale, the buyer or transferee will be subject to any local  
          governmental entitlement or land use approval requirements  
          including requisite CEQA provisions.  
           
          SUPPORT:   Department of General Services (sponsor)

           OPPOSE:   None on file as of July 3, 2009.

           FISCAL COMMITTEE:   Senate Appropriations Committee

                                   **********