BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 1760
                                                                  Page  1

          CONCURRENCE IN SENATE AMENDMENTS
          AB 1760 (Blumenfield)
          As Amended  July 15, 2010
          Majority vote
           
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          |ASSEMBLY:  |74-0 |(May 6, 2010)   |SENATE: |33-0 |(August 19,    |
          |           |     |                |        |     |2010)          |
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           Original Committee Reference:   TRANS.  

           SUMMARY  :  Reenacts authorization, until January 1, 2014, for the  
          California Department of Transportation (Caltrans) to enter into  
          design-sequencing contracts.  

           The Senate amendments  impose restrictions on Caltrans' authority  
          to enter into design-sequencing contracts, as follows:  

          1)Limit Caltrans to no more than five design-sequencing  
            contracts.  

          2)State that Caltrans may use design-sequencing only on projects  
            that are deemed to have a high-probability of success, meaning  
            that using design-sequencing will reduce a project's schedule  
            and/or cost or assist in securing federal funds.  

          3)State that the authority to use design-sequencing sunsets in  
            January 2014, rather than January 2016.  

          4)Prescribe specific elements to be included in required status  
            reports.  

           EXISTING LAW  :  

          1)Does not provide Caltrans any current authority to let  
            design-sequencing contracts.  

          2)Requires, generally, Caltrans to award construction contracts  
            based on a process referred to as "design-bid-build."  This  
            process requires Caltrans, before it enters into any contract  
            for construction of a project, to prepare or cause to be  
            prepared full, complete, and accurate plans, specifications,  
            and estimates of cost, "giving such directions as will enable  
            any competent mechanic or other builder to carry them out."  








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          3)Until January 1, 2010:  

             a)   Defined "design-sequencing" as a method of contracting  
               that enables the sequencing of design activities to permit  
               each construction phase to commence when design for that  
               phase is complete, instead of requiring the design for the  
               entire project to be completed before commencing  
               construction; and,

             b)   Authorized Caltrans to use the design-sequencing  
               contract method on a pilot basis-up to 12 projects in each  
               of Phase I and Phase II of the pilot program.  

          4)Requires Caltrans to prepare an annual status report on the  
            progress of design-sequencing contracts; also, requires a  
            final report of the pilot program, detailing the positive and  
            negative aspects of design-sequencing.  

          5)Provides, in the state Constitution as amended by the voters  
            in 2000 (Proposition 35), that all governmental entities in  
            California are allowed to contract with qualified private  
            entities for architectural and engineering services for all  
            public works of improvement.  

           AS PASSED BY THE ASSEMBLY  , this bill was substantially similar  
            to the version passed by the Senate.  
          
           FISCAL EFFECT  :  According to Senate Appropriations Committee,  
          unknown costs to use design-sequencing over traditional contract  
          methods, although costs may be offset by accelerated project  
          delivery.  

           COMMENTS  :  This bill reenacts, for a limited-time,  
          design-sequencing authority for Caltrans that expired earlier  
          this year on January 1, 2010.  

          Design-sequencing was first authorized in 1999 by AB 405 (Knox)  
          Chapter 378, Statutes of 1999, which established the original  
          design-sequencing pilot program within Caltrans for up to six  
          projects.  The intent of AB 405 was to offer an alternative  
          means to accelerate project delivery over traditional means of  
          contracting for highway improvements.  Under the traditional  
          means, construction of any portion of the project cannot  
          commence until Caltrans has developed complete plans and  








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          specifications for the project, placed the contract out for bid,  
          and awarded the contract.  AB 405 sought to test a form of  
          contracting referred to as "design-sequencing" that would speed  
          completion of a project by allowing construction on one phase of  
          the project to be started while other phases of the project were  
          still under design.  As part of the pilot program, Caltrans was  
          to report to the Legislature on the effectiveness of the  
          program.  

          Of the 12 design-sequencing projects authorized as Phase I of  
          the pilot program, Caltrans initiated 10 projects before the end  
          of that phase.  SB 1210 (Torlakson), Chapter 795, Statutes of  
          2004, created Phase II of the pilot program and authorized an  
          additional 12 design-sequencing projects between January 2005  
          and January 2010.  Of those, Caltrans initiated 11 projects.  

          In discussions with Caltrans, staff acknowledges that not all  
          design-sequencing projects have met with success.  In fact,  
          Caltrans suggests that lessons learned from some of early  
          failures caused the department to take a more conservative  
          approach in its use of design-sequencing contracts.  This in  
          turn resulted in some of the authorized design-sequencing  
          projects going unused.  

          Caltrans asserts that design-sequencing has the potential to  
          accelerate project delivery (or avoid project delays) with  
          minimal risks.  In fact, last year Caltrans sponsored AB 732  
          (Jeffries) to extend the length of the pilot program so that it  
          could award the remaining projects allowed in Phase II of the  
          program using refined guidelines.  Caltrans had hoped to garner  
          additional lessons upon which to base its final evaluation of  
          the pilot program.  Caltrans argued that more needs to be  
          learned regarding design-sequence contracts to develop the  
          appropriate procedures, engineering mind set, and agency culture  
          needed to effectively implement this approach and to determine  
          the types of projects that would most benefit from use of this  
          approach.  

          In an interim report of the design-sequencing pilot program,  
          dated March 2008, Caltrans compared six of the initial  
          design-sequencing projects against nine control projects.   
          Results of the program were mixed.  However, according to  
          Caltrans staff, findings from some of the recent projects are  
          more positive, due largely to the refined criteria Caltrans is  
          using to select appropriate design-sequencing projects.  








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          The author is seeking continuation of the design-sequencing  
          authority, in part, because of potential for additional federal  
          stimulus dollars that, if they materialize, will likely come  
          with some very short time frames for project delivery.  Last  
          year, California received over $2.5 billion in one-time economic  
          recovery funds for transportation.  (A second measure that could  
          result in another influx of one-time funds of about the same  
          amount of money is pending before Congress although it appears  
          stalled at this time.)  It is the author's intent that, in light  
          of Caltrans' overall experience to date with design-sequencing,  
          this bill will provide the department with interim authority to  
          use a project delivery tool that has minimal risks and the  
          potential to increase efficiency, reduce costs, and help  
          California take advantage of federal dollars should they become  
          available.  
           

          Analysis Prepared by  :   Janet Dawson / TRANS. / (916) 319-2093 


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