BILL ANALYSIS                                                                                                                                                                                                    



                                                                  SB 474
                                                                  Page  1


          SENATE THIRD READING
          SB 474 (Ducheny)
          As Amended August 2, 2010
          2/3 vote.  Urgency 
          
           SENATE VOTE  :38-0  
           
           TRANSPORTATION      10-1        APPROPRIATIONS      15-0        
           
           ----------------------------------------------------------------- 
          |Ayes:|Bonnie Lowenthal,         |Ayes:|Fuentes, Conway,          |
          |     |Jeffries, Blumenfield,    |     |Bradford,                 |
          |     |Buchanan, Eng, Galgiani,  |     |Charles Calderon, Coto,   |
          |     |Hayashi, Miller, Niello,  |     |Davis,                    |
          |     |Solorio                   |     |De Leon, Gatto, Hall,     |
          |     |                          |     |Miller, Nielsen, Skinner, |
          |     |                          |     |Solorio, Torlakson,       |
          |     |                          |     |Torrico                   |
          |     |                          |     |                          |
          |-----+--------------------------+-----+--------------------------|
          |Nays:|Norby                     |     |                          |
          |     |                          |     |                          |
           ----------------------------------------------------------------- 
           SUMMARY  :  Requires a lead transportation agency, prior to  
          entering into a public-private partnership or design-build  
          agreement, to pass a resolution that identifies the benefits  
          anticipated from using the alternative project delivery or  
          financing methods over traditional methods; this is an urgency  
          measure.  

           EXISTING LAW:

           1)Sets forth provisions governing public works contracting.   
            These provisions generally prohibit public agencies from  
            contracting with the same firm for both the design and the  
            construction phases of a project.  

          2)Generally requires public works construction contracts to be  
            awarded to the lowest responsible bidder and only after  
            complete plans have been developed.  
           
           3)Establishes a number of alternative project delivery and  
            financing pilot programs, including the following programs  
            specifically referenced in SB 474:  








                                                                  SB 474
                                                                  Page  2



             a)   Public-private partnership (P3) agreements:  P3  
               agreements are an alternative means of providing both  
               project delivery and financing.  SBX2 4 (Cogdill), Chapter  
               2, Statutes of 2009, allows regional transportation  
               agencies and the California Department of Transportation  
               (Caltrans) to enter into an unlimited number of agreements  
               with private entities for the design, finance,  
               construction, maintenance, or operation of a highway,  
               street, or rail projects, subject to specified terms and  
               conditions.  The authority to enter into P3 agreements  
               using this authority sunsets on January 1, 2017.  

             b)   Design-build:  Design-build, also authorized by SBX2 4,  
               is a project delivery procurement method in which both the  
               design and construction of a project are procured from a  
               single entity.  Among other things, SBX2 4 established the  
               Design-build Demonstration Program to permit Caltrans and  
               local transportation entities to utilize design-build for  
               up to a total of 15 transportation projects, subject to  
               specified conditions.  SBX2 4 vests the CTC with  
               responsibility for authorizing transportation entities to  
               use this procurement method.  The authority to use  
               design-build expires on January 1, 2014.  

          4 Includes requirements that agencies evaluate the use of these  
            alternative project delivery and financing programs and report  
            their findings to the Legislature, as follows:  

             a)   SBX2 4 requires CTC, in cooperation with the Legislative  
               Analyst's Office, to prepare an annual report on the  
               progress and operation of each facility developed under P3  
               authority.  The report shall include a review of the  
               performance standards established in the lease agreement, a  
               financial analysis, and any concerns or recommendations  
               regarding P3; and, 

             b)   Regarding design-build, SBX2 4 requires each  
               transportation entity that utilizes design-build to submit  
               a progress report to CTC not later than June 30th of each  
               year after the contract is awarded.  

           FISCAL EFFECT  :  According to the Assembly Appropriations  
          Committee, minor absorbable costs to Caltrans or local  








                                                                  SB 474
                                                                  Page  3


          transportation agencies to prepare the required resolutions  
          prior to entering into a P3 or design-build agreement.  

           COMMENTS  :  Authority to use P3s or design-build for  
          transportation projects is relatively new and very limited.  The  
          Legislature's intent in authorizing the use of these alternative  
          methods on a pilot basis was to test the potential benefits that  
          these different approaches might realize; as a result, use of  
          these pilot methods was conditioned upon on significant  
          evaluation and reporting requirements that are generally geared  
          at evaluating and reporting on the results of the pilot project.  
           

          Asking an agency to identify up front the benefits it hopes to  
          attain by using one of these alternative methods of project  
          delivery or financing is not without merit.  In theory, the use  
          of these alternative methods involves some risk.  Presumably,  
          any agency that pursues the use of one of these methods  
          anticipates that there will be benefits beyond the risks.  It  
          would be helpful to know up front, via a resolution by the  
          transportation agency's governing board, what those expectations  
          may be so that, as the project progresses, sometimes over the  
          span of a number of years, the original intent of the pilot  
          project will not be lost.  


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




                                                                FN: 0005591