BILL ANALYSIS                                                                                                                                                                                                    



                                                                       



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          |SENATE RULES COMMITTEE            |                  SB 1215|
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                                 THIRD READING


          Bill No:  SB 1215
          Author:   Price (D), et al
          Amended:  4/28/10
          Vote:     21

           
           SENATE TRANSPORTATION & HOUSING COMM  :  7-1, 4/20/10
          AYES:  Lowenthal, Huff, DeSaulnier, Kehoe, Oropeza, Pavley,  
            Simitian
          NOES:  Ashburn
          NO VOTE RECORDED:  Harman

           SENATE APPROPRIATIONS COMMITTEE  :  Senate Rule 28.8 


           SUBJECT  :    Department of Transportation:  architectural  
          and engineering
                        services

           SOURCE  :     San Francisco Black Chamber of Commerce


           DIGEST  :    This bill authorizes the Department of  
          Transportation to establish prequalified lists of firms  
          providing architectural and engineering services. 

           ANALYSIS  :    In 2000, the voters approved Proposition 35,  
          the Public Works Projects and the Use of Private  
          Contractors for Architectural and Engineering Services to  
          amend the California Constitution to permit all public  
          agencies in the state, including the Department of  
          Transportation (Caltrans), to contract with qualified  
          architectural and engineering firms for professional  
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          services on all public works projects.  Proposition 35  
          defined in statue architectural and engineering services to  
          include architectural, landscape architectural,  
          environmental, engineering, land surveying, and  
          construction management services. 

          Existing law provides the services shall be procured in a  
          fair, competitive process and prohibits public employees  
          from participating in the selection process if they have  
          any financial interest or business relationship with the  
          firms competing for the services. 

          Caltrans has promulgated, consistent with the  
          Administrative Procedures Act (APA), an extensive body of  
          regulations that implement exiting contracting law.  For  
          example, in terms of qualifications of firms, the  
          regulations state the following:

               The [selection] criteria shall include such factors as  
               professional excellence, demonstrated competence,  
               specialized experience of the firm, education and  
               experience of key personnel to be assigned, staff  
               capability, workload, ability to meet schedules,  
               nature and quality of completed work, reliability and  
               continuity of the firm and/or subcontractors,  
               location, or other considerations deemed relevant.   
               Such factors shall be weighted by the Director  
               according to the nature of the project, the needs of  
               the state and complexity and special requirements of  
               the specific project.  

          In terms of ensuring the participation of small business,  
          the regulations require Caltrans to publish solicitations  
          for services in the state's Contract Register, follow the  
          requirements established by the Department of General  
          Services for retaining small businesses, and mandate that  
          the Caltrans director participate in outreach activities  
          soliciting small business participation in seeking  
          architectural and engineering services with Caltrans. 

          This bill:

          1. Provides, at the "election" of Caltrans, that it shall  
             advertise to contract for the following categories of  







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             professional services: architectural, engineering,  
             environmental planning, landscape architectural, or land  
             surveying services in a manner consistent with the  
             contracting law this bill creates. 

          2. Defines terms, including creating definitions for:

             A.   Small projects as projects with an estimated value  
               of greater than $5,000 but less than $500,000.

             B.   Medium projects as projects with an estimated value  
               of greater than $500,000 but less than $5 million.

             C.   Large projects as projects with an estimated value  
               in excess of $5 million.

          3. Establishes a separate Caltrans contracting category for  
             contracts having an estimated value of greater than  
             $5,000, but less than $250,000 and awarded to certified  
             small businesses, including microbusinesses and disabled  
             veteran business enterprises.

          4. Requires Caltrans to establish evaluation criteria and  
             advertise for firms to provide services in order to  
             create a prequalified list of architectural and  
             engineering firms for each category of service and for  
             small, medium, and large projects for each of Caltrans  
             12 districts.

          5. Requires the qualified list of firms to contain no less  
             than three firms and that the firms be ranked and the  
             list be maintained for no less than two years. 

          6. Authorizes Caltrans to contact the top three  
             prequalified firms on the list for a specified category  
             to determine availability for negotiating an acceptable  
             price.  If the price negotiation with the first ranked  
             firm is unsuccessful, Caltrans can proceed down the list  
             successively until it successfully negotiates an  
             acceptable price.   

          7. Limits firms to being on one list per category for each  
             of Caltrans 12 districts.








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          8. Prohibits the development of a new contract list for a  
             category and for a contract size in a district from  
             being developed until 90 percent of the anticipated  
             workload has been contracted or two years has expired,  
             whichever occurs first.

          9. Authorizes Caltrans to negotiate with a qualified firm  
             for an amount determined to be fair and reasonable.   
             Once a contract is negotiated with a firm, it shall move  
             to the bottom of a prequalified list.

          10.Requires Caltrans to submit a report to the Legislature  
             on or before January 1, 2014 evaluating the performance  
             of this procurement process, including the number of  
             small, medium, and large projects, the firms awarded  
             contracts, and an assessment of the prequalification  
             process. 

          11.Sunsets this bill on January 1, 2014. 

           FISCAL EFFECT  :    Appropriation:  No   Fiscal Com.:  Yes    
          Local:  No

           SUPPORT  :   (Verified  5/10/10)

          San Francisco Black Chamber of Commerce (source) 
          Asian American Architects and Engineers
          Asian Business Community Development, Inc.
          Hispanic Contractors Association
          Hispanic Engineers Business Corporation
          YEI, Inc.


           ARGUMENTS IN SUPPORT  :    According to the author's office,  
          Caltrans buys more than $200 million in engineering  
          services each year from private firms, but fewer than 10  
          firms receive more than half of the work.  This bill seeks  
          to enable small businesses to compete for Caltrans  
          engineering contracts by allowing Caltrans the ability to  
          establish prequalification lists of architectural and  
          engineering firms for small, medium, and large contracts.


          JA:nl  5/11/10   Senate Floor Analyses 







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                         SUPPORT/OPPOSITION:  SEE ABOVE

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