BILL ANALYSIS                                                                                                                                                                                                    






                                                       Bill No:  SB  
          642
          
                 SENATE COMMITTEE ON GOVERNMENTAL ORGANIZATION
                       Senator Roderick D. Wright, Chair
                           2009-2010 Regular Session
                                 Staff Analysis


          SB 642  Author:  Denham
          As Introduced:  February 27, 2009
          Hearing Date:  April 28, 2009
          Consultant:  Art Terzakis


                                     SUBJECT  
                  Small Business Procurement and Contract Act


                                  DESCRIPTION
           
          SB 642 makes the following substantive changes to existing  
          provisions of law relating to  state procurement procedures  
          in order to increase small business and disabled  
          veteran-owned business enterprise (DVBE) participation in  
          state contracting.  Specifically, this measure:

          1.  Increases the maximum contract threshold amount for  
            streamlined procurement for goods, services, or  
            information technology that may be awarded to certified  
            small businesses, including a microbusiness and DVBEs  
            without complying with specified competitive bidding  
            requirements, from $100,000 to $250,000. 

          2.  Requires contractors, upon completion of a public  
            contract for which a commitment to achieve small business  
            or DVBE participation goals was made, to report the  
            actual percentage of small business or DVBE participation  
            that was achieved. 

          3.  Establishes for the calendar year 2009 a cost threshold  
            of $250,000 for projects covered under the State Contract  
            Act (construction, erection, alteration, repair or  
            improvement of buildings and roads) that would be  
            adjusted every two years to reflect the percentage change  
            in the annual California Construction Index.




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                                   EXISTING LAW

           Existing law designates the Department of General Services  
          (DGS) to administer the state Small Business Procurement  
          and Contract Act (Small Business Act) and declares state  
          policy that small business and microbusiness receive a fair  
          portion of the total purchases and contracts or  
          subcontracts for state goods, services, information  
          technology, and construction.

          Existing law provides for a streamlined procurement process  
          which is exempt from advertising, bidding, and protest  
          provisions in the State Contract Act for the acquisition of  
          goods, services, or information technology, if:  (a) the  
          contract is awarded to a small business, including a  
          microbusiness, or a DVBE; (b) the value of the contract is  
          between $5,000 and $100,000; and, (c) the agency has  
          obtained quotes from two or more certified small  
          businesses, including microbusinesses, or DVBEs.

          Existing law defines a small business as independently  
          owned, not dominant in its field of operation, domiciled in  
          California, employing 100 or fewer employees, and earning  
          $10 million or less in average annual gross revenues for  
          the three previous years.

          Existing law defines a microenterprise as a small business  
          that has average annual gross receipts of $250,000 or less  
          during the previous three years or is a manufacturer with  
          25 or fewer employees.

          Existing law defines a DVBE as a business entity that is at  
          least 51% owned or controlled by one or more disabled  
          veterans, as specified.

          Existing law establishes the State Contract Act for the  
          purpose of governing contract practices between state  
          agencies and private contractors, covering, among other  
          items, contracts for projects with a value of over  
          $100,000, adjusted biennially for changes in the California  
          Construction Index, as specified.

                                    BACKGROUND
           
           Purpose of the bill  :  The author's office points out that  




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          in light of the fact that California voters approved over  
          $40 billion in general obligation infrastructure  
          development bonds in 2006 it is critical to update existing  
          contract thresholds to ensure that more small businesses  
          and DVBEs participate in the contract process.  The funding  
          provided by the bonds is targeted for improvements to  
          roads, highways, public transit, flood control, schools,  
          and affordable housing.   Project funding is expected to  
          occur over the next 10 years, although the Governor and  
          Legislature have placed a priority on expediting project  
          delivery.

          This massive public works endeavor is expected to place a  
          burden on the state's contracting industry to provide  
          enough qualified contractors to whom contracts can be  
          awarded and who can complete the work within reasonable  
          timeframes.  Coupled with this challenge is an opportunity  
          for the state to use these moneys to strengthen the core of  
          California's economy by expanding business opportunities  
          for small contractors and DVBEs.

          As noted above, current law provides for a streamlined  
          procurement process that permits state entities to award  
          contracts for goods, services, or information technology  
          with a value of between $5,000 and $100,000 to a small  
          business or DVBE without complying with competitive bidding  
          requirements. This measure would increase the maximum  
          contract award from $100,000 to $250,000.  Additionally,  
          this measure would increase the minimum threshold for  
          projects covered under the State Contract Act from $100,000  
          to $250,000.  The author's office emphasizes that the  
          changes incorporated in this measure are intended to  
          enhance small business and DVBE participation rates in  
          state procurement.
           
          The Small Business Act  :  The Small Business Act,  
          administered through DGS, was implemented more than 30  
          years ago to establish a small business preference within  
          the state's procurement process that would increase the  
          number of contracts between the state and small businesses.  
           In 1989, a DVBE component was added to state procurement  
          practices.  Certification of small businesses, including  
          microbusinesses, and DVBEs is generally undertaken by DGS.
           
          The Small Business Act declares that it is the policy of  
          the State of California that the state aid the interests of  




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          small businesses in order to preserve free competitive  
          enterprise and to ensure that a fair portion of the total  
          purchases and contracts of the state be placed with these  
          enterprises.

          Since 2001, there have been four Executive Orders (EO)  
          specifying goals for small business and DVBE participation  
          in state procurement contracts, including EO D-37-01  
          (2001), EO S-02-06 (2006), EO D-43-01(2001), and EO S-11-06  
          (2006).  The first two EOs set 25% small business  
          participation goals, and the third set a 3% DVBE  
          participation goal for all state procurement contracts.   
          The fourth EO set a 25% participation goal for state  
          construction contracts, particularly those awarded by the  
          California Department of Transportation (Caltrans) when  
          implementing Proposition 1B.
           
          These participation goals have also been codified in SB  
          115, Chapter 451, Statutes of 2005, which called for DGS to  
          set a statewide goal for DVBE contracts, and in AB 761,  
          Chapter 611, Statutes of 2007, which specifically codified  
          the 25% small business target for contracts related to  
          revenues expended from the 2005 infrastructure bonds.
           
          Notwithstanding the longstanding existence of the Act and  
          these EOs, the state's success in obtaining small business  
          and DVBE participation goals in state procurement contracts  
          has been inconsistent.

           Technical Amendment:   The author may wish to consider the  
          following technical amendment:  On page 3, line 11, strike  
          "year 2009" and insert "year 2010"

                            PRIOR/RELATED LEGISLATION
           
           AB 31 (Price) 2009-10 Session.   Identical to AB 2733  
          (Price) of 2008 and SB 642 (Denham) of 2009.  (Pending in  
          Assembly fiscal committee)
           
          SB 755 (Negrete McLeod) 2009-10 Session.    Would establish  
          a new participation goal program for persons with  
          developmental disabilities business enterprises (PDDBEs),  
          as defined, to assist and encourage participation of  
          developmentally disabled in state contracting  
          opportunities.  (Pending in Senate Appropriations  
          Committee)  




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           SB 643 (Denham) 2009-10 Session.  Would add "disabled  
          veteran business enterprise" (DVBE) to the definition of  
          small business, found within the California Prompt Payment  
          Act so that certified DVBEs receive the same prompt payment  
          protections afforded other California small businesses.   
          (Pending in this Committee) 

           SB 467 (Dutton) 2009-10 Session.   Would authorize agencies  
          and departments to award contracts of less than $25,000 for  
          goods or services by California certified small businesses,  
          microbusinesses, or DVBEs without seeking an exemption of  
          the Prison Industries Authority (PIA) mandate.  (Pending in  
          Senate Appropriations)
           
          AB 2733 (Price) 2007-08 Session.   Identical to AB 31  
          (Price) of 2009 and SB 642 (Denham) of 2009.  (Died in  
          Senate Appropriations Committee - suspense file)
          
           AB 608 (De La Torre) 2007-08 Session.   Would have increased  
          the procurement contract bid preference from 5% to 10% for  
          small businesses and microbusinesses, or non-small  
          businesses that utilize small businesses and  
          microbusinesses as subcontractors, when the contract award  
          is made on the basis of either determining the lowest  
          responsible bidder, or when the contract is made on the  
          basis of determining the highest scored bidder, based on  
          evaluation factors other than bid price.  (Vetoed by the  
          Governor)
           
           AB 761 (Coto) Chapter 611, Statutes of 2007.   Requires each  
          state agency awarding contracts that are financed with  
          proceeds from the infrastructure bonds approved by voters  
          in November 2006 to establish a 25% small business  
          participation goal for state infrastructure construction  
          contracts and to provide specified assistance to small  
          businesses bidding on state infrastructure bond-related  
          contracts.  

           AB 1189 (Assembly Committee on Veterans Affairs) 2007-08  
          Session.   As heard in this committee, would have required  
          that awarding departments obtain copies of a contractor's  
          DVBE certification letter and reference number, issued by  
          DGS, and check the contractor's standing as a certified  
          DVBE on the DGS website, prior to awarding a contract based  




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          on the contractor's DVBE status.  [This measure was amended  
          (gutted) on the Senate floor - amendments enacted the  
          Prison Health Care Construction Program, including a 46.9  
          billion bond authorization and a $100 million General Fund  
          appropriation, as specified, and eventually died on the  
          Senate Floor]

           AB 1695 (Bass) 2007-08 Session.   Would have capitalized and  
          activated the Surety Bond Guarantee Account, administered  
          by the Small Business Loan Guarantee Program, for the  
          purpose of providing surety bond guarantees for small  
          businesses that provide services on state and federally  
          funded transportation projects.  (Died in Assembly  
          Committee on Appropriations)
           
           AB 2797 (De La Torre) 2007-08 Session.   Would have  
          increased the procurement contract bid preference from 5%  
          to 10% for small businesses and microbusinesses, or  
          non-small businesses that utilize small businesses and  
          microbusinesses as subcontractors, when the contract award  
          is made on the basis of either determining the lowest  
          responsible bidder, or when the contract is made on the  
          basis of determining the highest scored bidder, based on  
          evaluation factors other than bid price. (Died in Assembly  
          Appropriations Committee) 
           
           SUPPORT:   None on file as of April 24, 2009.

           OPPOSE:   None on file as of April 24, 2009.

           FISCAL COMMITTEE:   Senate Appropriations Committee

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