BILL ANALYSIS                                                                                                                                                                                                    



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          SENATE THIRD READING
          SB 967 (Correa and DeSaulnier)
          As Amended  August 16, 2010
          Majority vote 

           SENATE VOTE  :23-13  
           
           BUSINESS & PROFESSIONS     7-4  APPROPRIATIONS      12-5        
           
           ------------------------------------------------------------------ 
          |Ayes:|Hayashi, Eng, Hernandez, |Ayes:|Fuentes, Bradford, Huffman, |
          |     |Hill, Ma,                |     |Coto, Davis, De Leon,       |
          |     |Nava, Ruskin             |     |Gatto, Hall, Skinner,       |
          |     |                         |     |Solorio, Torlakson, Torrico |
          |     |                         |     |                            |
          |-----+-------------------------+-----+----------------------------|
          |Nays:|Conway, Niello, Smyth,   |Nays:|Conway, Harkey, Miller,     |
          |     |Nestande                 |     |Nielsen, Norby              |
           ------------------------------------------------------------------ 
           
          SUMMARY  :  Requires a 5% bid preference be provided on state  
          contracts for goods and services exceeding $1 million, 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 exceeding $1 million, including  
            ARRA-funded contracts, shall provide a 5% preference 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  







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            order to be eligible for the 5% preference. 

          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% preference.

          4)Makes legislative findings and declarations. 

           EXISTING LAW  :

          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  :   According to the Assembly Appropriations  
          Committee:

          1)Unknown but significant annual state costs (General Fund and  
            special funds), potentially in the millions of dollars, to the  
            extent state contracts are awarded to other than the lowest  
            bidder due to the preference. In 2008-09, 110 contracts exceeded  
            $1 million. The total costs of these contracts was $402 million.  
             Also, to the extent the bill dissuades some businesses from  
            bidding on state contracts, costs could increase due to reduced  
            competition.

          2)Similarly, to the extent the ARRA funds were awarded to other  
            than the lowest bidder, fewer projects would be funded within  
            the state allotment of ARRA dollars.

          3)To the extent application of the bid preference results in more  
            employment of California residents, the increased state costs  
            would be offset to some extent by increased income and sales tax  







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            revenues. 

          4)Significant administrative costs for state contracting agencies  
            to verify compliance with the 90% residency requirement for  
            successful bidders that receive the bid preference.  DGS would  
            incur one-time costs of around $150,000 and ongoing costs of at  
            least $250,000 for this work, including auditing compliance.  
            State agencies with significant contracting workload would also  
            incur some administrative costs.

           COMMENTS  :  According to the author, "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?.  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 apply to  
          public works contracts."

          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.


           Analysis Prepared by  :    Joanna Gin / B.,P. & C.P. / (916)  
          319-3301                                               FN: 0006011







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