BILL ANALYSIS                                                                                                                                                                                                    



                                                                  SB 967
                                                                  Page  1

          Date of Hearing:   June 29, 2010

              ASSEMBLY COMMITTEE ON BUSINESS, PROFESSIONS AND CONSUMER  
                                     PROTECTION
                                 Mary Hayashi, Chair
                     SB 967 (Correa) - As Amended:  June 1, 2010

           SENATE VOTE  :   23-13
           
          SUBJECT  :   Public contracts: bid preferences.

           SUMMARY :   Requires a 5% bid preference be provided on state  
          contracts for goods and services, including contracts funded by  
          the federal American Recovery and Reinvestment Act (ARRA) of  
          2009, to contractors who substantiate that 90% of their  
          employees performing work on the contract are California  
          residents, by July 1, 2011.  Specifically,  this bill  :   

          1)Requires, by July 1, 2011, any state agency that accepts bids  
            or proposals for goods or services, including ARRA-funded  
            contracts, shall provide a 5% credit of the bid price or  
            quotation to a business that directly provides the goods or  
            services and certifies that at least 90% of their employees  
            performing work on the contract are California residents.  The  
            preference shall be provided as follows: 

             a)   For contracts awarded to the lowest responsible bidder,  
               the bid preference shall be 5% of the lowest responsible  
               bidder, and: 

             b)   For contracts awarded to the highest scored bidder, the  
               bid preference shall be 5% of the total score of the  
               highest responsible bidder. 

          2)Requires a business to submit all the necessary substantiating  
            documentation and information to the appropriate state agency  
            in order to be eligible for the 5% credit. 

          3)Requires the Department of General Services (DGS), by July 1,  
            2011, to establish a process to verify that a business meets  
            the criteria for the 5% credit.

          4)Makes legislative findings and declarations. 

           EXISTING LAW  :








                                                                  SB 967
                                                                  Page  2


          1)Governs the solicitation, review and award of state contracts  
            and establishes various programs and preferences in public  
            contract law designed to serve a broad public purpose, such as  
            preference for small businesses, disabled veteran business  
            enterprises (DVBEs) and recycled products.  Existing law  
            designates the DGS to administer the Small Business  
            Procurement and Contract Act (Small Business Act), including,  
            but not limited to, small business, microbusinesses and DVBE  
            certification processes.

          2)Requires the DGS and state agencies entering into contracts  
            for goods, services, information technology, and construction,  
            to establish small business participation goals, provide for  
            small business bid preferences, and provide assistance to  
            small businesses, under the Small Business Act.

           FISCAL EFFECT  :   Unknown

           COMMENTS  :   

           Purpose of this bill  .  According to the author's office, "With  
          record unemployment, California must do everything in its power  
          to spur job creation - an even bigger challenge when facing a  
          budget deficit.  With so many Californians out of work, taxpayer  
          money should not be spent on contracts that simply create jobs  
          in other states or countries.  Bid preferences are a way to use  
          state dollars to incentive certain behavior.  In this case, we  
          want to spur the creation of California jobs.

          "Nearly every state has bid preferences for state contracts.  
          [There are] 14 states [that] have local bid preferences for  
          resident companies in goods, services, or public works  
          contracts:  Alaska, Arkansas, California (limited to military  
          bases), Colorado, Delaware, Louisiana, Montana, New Mexico,  
          Nevada, Pennsylvania, South Carolina, Virginia, West Virginia,  
          and Wyoming.  Other states have preferences for  
          state-manufactured goods and hiring state residents (i.e.,  
          Alaska, Idaho, Montana, and West Virginia).

          "Legislation would grant a 5% bid preference to a company that  
          can certify that 90% of workers performing work on that contract  
          would be California residents.  This bill does not discriminate  
          against out-of-state businesses and focuses only on the workers  
          hired to perform the specific contract. This bill would not  








                                                                  SB 967
                                                                  Page  3

          apply to public works contracts."

           Background  .  Current law provides certain circumstances where  
          contractors bidding on a state contract can have the overall  
          cost of their bid discounted by 5% in order to make them more  
          competitive as a low bidder.  Preferences can currently be given  
          for small businesses in general, in economically target areas,  
          in economically distressed areas, and that are DVBEs.  The  
          maximum amount provided for each qualifying bid preference is  
          $50,000 with a total bid preference maximum of $100,000.  This  
          means that contractors with bids of up to $100,000 more than the  
          lowest bid can be awarded the contract if they qualify for two  
          bidding preferences.

          Currently, the state may give a 5% bid preference to certified  
          small businesses and may offer up to a 5% incentive to DVBEs in  
          the formal bid process.  All state agencies and departments may  
          use a streamlined procurement process and directly contracting  
          with a California small business or DVBE for goods, services,  
          and information technology valued more than $5,000 or less than  
          $250,000 after obtaining price quotes from at least two small  
          businesses or two DVBEs.

          In response to the national economic crisis, the ARRA of 2009,  
          has three immediate goals: to create new jobs and save existing  
          ones, to spur economic activity and invest in long-term growth,  
          and to foster unprecedented levels of accountability and  
          transparency in government spending.  From February 2009 to  
          March 2010, 2,689 contracts worth $2.3 billion were awarded in  
          California using ARRA funds, with approximately 3,653 jobs  
          created.

          The author's office contends that providing a bid preference to  
          contractors that employ California residents will benefit the  
          state because personal income and sales taxes resulting from  
          those employees will increase revenue for the state and reduce  
          the number of unemployed individuals relying on government  
          assistance programs. 

           Support  .  According to the sponsor, the California Labor  
          Federation, "Working people in California face the bleakest  
          economy since the Great Depression.  We have lost 1 million jobs  
          since 2007.  Over the past decade, we have lost 25% of all  
          manufacturing jobs, once the backbone of California's middle  
          class.  The unemployment rate is at a 30-year high, with six job  








                                                                  SB 967
                                                                  Page  4

          seekers for each job available.  This economy has wrecked havoc  
          on the state budget and public services have been slashed, while  
          public employees have seen widespread layoffs, furloughs, and  
          pay cuts.  Mounting job losses come on the heels of the mortgage  
          meltdown, putting families at greater risk of their homes.  Even  
          the new jobs created last month couldn't outweigh continued job  
          losses, and the unemployment rate inched even higher to 12.5%.

          "At a time of budget shortfall, there is little the state can do  
          directly to create jobs.  One important tool we have is the use  
          of public dollars.  Taxpayer funds can either go to corporations  
          that pay substandard wages in other states or countries or they  
          can go to create good jobs here in California.  This bill will  
          create a 5% bid preference in state contracts for goods and  
          services for companies that agree to hire California workers.   
          It does not discriminate against out of state companies; it  
          simply rewards companies who are willing to make an investment  
          in California's workforce." 

           Opposition  .  According to the California Chamber of Commerce,  
          "Providing bid preferences for bidders with the commitment that  
          90% of the work will be performed by California employees will  
          not create the desired outcome.  Instead, by limiting the  
          bidders, competition is reduced, which results in less choice  
          and higher prices.  Another potential result of protectionism  
          legislation is retaliation from our trade partners - other  
          states and international trade partners.  To the extent that  
          California limits bidders, California companies could be  
          penalized in trade with other states and other nations.  This  
          practice creates a patchwork of reciprocity and retaliation that  
          makes it difficult for businesses to offer their goods and  
          services in states other than California. 

          "Implementing the proposed statute will be difficult and likely  
          subject to litigation as there is no bright line test to  
          determine which employees or independent contractors 'perform  
          work on the contract'?  Is an employee that performs an internal  
          audit on the contract an employee that is working on the  
          contract?  Such ambiguity is open to interpretation and  
          therefore subject to litigation that may negate the economic  
          benefits to the contractor."

           REGISTERED SUPPORT / OPPOSITION  :

           Support 








                                                                 SB 967
                                                                  Page  5

           
          California Labor Federation (sponsor)
          American Federation of State, County and Municipal Employees
          California Peace Officers' Association
          California Police Chiefs Association
          California Professional Firefighters
          California State Employees Association
          Sacramento Black Chamber of Commerce
           
            Opposition 
           
          California Chamber of Commerce 
          California Manufacturers & Technology Association 
          Long Beach Area Chamber of Commerce

           Analysis Prepared by  :    Joanna Gin / B.,P. & C.P. / (916)  
          319-3301