BILL ANALYSIS                                                                                                                                                                                                    






                                                       Bill No:  SB  
          1249
          
                 SENATE COMMITTEE ON GOVERNMENTAL ORGANIZATION
                       Senator Roderick D. Wright, Chair
                           2009-2010 Regular Session
                                 Staff Analysis



          SB 1249  Author:  Ducheny
          As Amended:  April 5, 2010
          Hearing Date:  April 13, 2010
          Consultant:  Art Terzakis


                                     SUBJECT  
            Public Contracts: best value competitive bid contracts 

                                   DESCRIPTION
           
          SB 1249 adds a new chapter to the Public Contract Code that  
          requires every contract that would otherwise be required to  
          be awarded on a competitive basis to instead be awarded as  
          a "best value competitive bid contract" that presents the  
          best overall value to the state.  Specifically, this  
          measure:

          1.  Declares Legislative intent to do both of the  
          following:
           
                a. Require a contract entered into between the state  
              and outside entities to reflect the true costs, both  
              direct and indirect, of the contract to the state.

                b. Require the method established for calculating the  
              actual cost of any contract entered into to include  
              both direct and indirect economic benefits to the state  
              through the employment of individuals or companies or  
              both or the purchase of goods or services or both that  
              generate revenues to the state (e.g., personal,  
              corporate, income taxes, property taxes, or sales and  
              use taxes.)
                                         
           2.  Defines "best value competitive bid contract" to mean a  
            contract that is awarded on a competitive process that is  




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            not based merely on the lowest direct cost to the state  
            under the contract, but rather is awarded to the bidder  
            that presents the overall best value to the state after  
            consideration of the total direct and indirect economic  
            benefit to the state under the contract.

          3.  Requires DGS to consider the direct cost of the  
            contract, including, but not limited to, materials,  
            goods, and services.

          4.  Requires DGS to consider the indirect value to the  
            state generated by the contract, including, but not  
            limited to, an analysis of the proposed contract to  
            determine all of the following when scoring a contract:

                a. The total projected indirect revenue to the state  
              generated by the wages that the contractor and  
              subcontractors, if any, propose to pay their workers in  
              performing under the contract.

                 b. The total projected indirect revenue to  
              California local governments generated by the wages  
              that the contractor and subcontractors, if any, propose  
              to pay their workers in performing under the contract  
              and the indirect revenue to the state generated  
              thereby.

                 c. The total projected indirect revenue to the state  
               generated from the goods and materials that the  
               contractor and subcontractors, if any, propose to  
               purchase or provide in performing under the contract.

                 d. The total projected indirect revenue to  
               California local governments generated by the goods  
               and materials that the contractor and subcontractors,  
               if any, propose to purchase or deliver in performing  
               under the contract and the indirect revenue to the  
               state generated thereby.

                 e. The indirect economic benefit to the state  
               generated by the economic activity related to the  
               production of the goods and materials to be purchased  
               or delivered under the contract.

          5.  Requires DGS to adopt regulations that shall take  
            effect immediately and are exempt from the rulemaking  




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            provisions of the Administrative Procedure Act to provide  
            guidance to state agencies on best methods and practices  
            and a related matrix to assist those agencies in  
            determining the overall best value.
                                         
                                  EXISTING LAW

           Existing law governs contracting between state agencies and  
          private contractors, sets forth requirements for the  
          bidding, awarding, and overseeing of contracts for  
          construction projects, and regulates the awarding of  
          contracts for the purchase of goods and services.

          Existing law 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 (DVBE) and recycled products.   
          Existing law designates the Department of General Services  
          (DGS) to administer the Small Business Procurement and  
          Contract Act, including, but not limited to, small  
          business, microbusinesses and DVBE certification processes.

          The Small Business Procurement and Contract Act requires  
          the Director of DGS and the heads of other state agencies  
          that enter into contracts for the provision of goods,  
          services,
          and information technology and for the construction of  
          state facilities to establish goals for the participation  
          of small businesses in these contracts, to provide for  
          small business preference in the award of these contracts,  
          to give special consideration and special assistance to  
          small businesses, and, whenever possible, to make awards to  
          small businesses, as specified.

                                         
                                   BACKGROUND
          
          Purpose of SB 1249:   According to the author's office, this  
          measure is intended to encourage job creation and economic  
          recovery by requiring DGS to use an additional criterion in  
          the contract bidding and procurement process that takes  
          into consideration the relative economic benefit to  
          California in considering bids for goods and/or services.

          The author's office contends that "publicly contracted  
          business that creates or maintains California jobs and/or  




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          uses California products will generate state and local  
          revenue through the income, sales, and property taxes.  The  
          additional DGS criterion would factor in this additional  
          benefit of conducting business in this state.  Since the  
          cost of doing business in California can be higher than  
          outside the state, it is possible with this criterion that  
          a higher bidder demonstrating the creation of California  
          jobs and/or use of California products could be chosen over  
          a lower bidder that uses out-of-state jobs and products.   
          However, the true value of the contract may not be  
          reflected if such public revenue benefits are not  
          considered in the cost of the contract."
           
          Staff Comments:   As currently drafted, this measure would  
          require competitive bid contracts for construction  
          projects, including, but not limited to, projects of the  
          California State University, contracts for goods and  
          services and contracts for information technology (IT)  
          acquisition to be awarded as "best value competitive bid  
          contracts" taking into consideration (when awarding the  
          contract) the total direct and indirect economic benefit to  
          the state.

          In today's challenging economic environment, it's not clear  
          whether this proposal will lead the State of California  
          down the right road.  State agencies and local governments  
          should probably consider a number of factors when making  
          "best value" procurement decisions involving contracts for  
          goods and services and complex IT projects and not limit  
          purchasing decisions to factors such as "direct or  
          indirect" costs.  An array of other factors should also be  
          taken into account including, total cost of ownership,  
          quality, security, reliability, past performance, and  
          overall value, to name a few.      

          SB 1249 could create a scenario in which companies seeking  
          to comply with the new "direct and indirect economic  
          benefit" policies established by this measure may  
          artificially add to their California workforce, or increase  
          pay and benefits to their current California workers.  Most  
          employers will very likely  not  absorb these costs; rather  
          they will pass along their increased costs to the  
          government agency as part of their bid.  

          Additionally, such a scenario could create winners and  
          losers among state agencies and programs, as the state is  




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          forced to trim some budgets in order to fund higher  
          spending under other programs, most likely those programs  
          and contracts that are creating the greatest "direct and  
          indirect" economic benefit to the state.  To elaborate, the  
          state has programs that address social and health insurance  
          issues. If the state were to award bids based on factors  
          that are irrelevant to whether the bid is the one best  
          suited to achieving the aims of the program, then the  
          result may very well be that those who depend upon state  
          services will not obtain them in ways that best help them  
          or in a manner best tailored to serve the aims of the  
          program itself.

          Another unintended consequence of SB 1249 may involve a  
          decrease in small-business participation in the state  
          contracting process.  For example, small businesses are  
          heavily reliant on cash flow and many don't have access to  
          the ready cash or credit necessary to provide workers with  
          pay increases.  

                            PRIOR/RELATED LEGISLATION
           
           SB 1259 (DeSaulnier) 2009-10 Session.   Would creates the  
          Economic Development and Job Creation Agency and require  
          the new agency to perform duties relating to economic  
          development and job creation.  (Pending in this Committee)
          
           SB 1231 (Corbett) 2009-10 Session.   Would make substantive  
          and clarifying changes to existing provisions of the Public  
          Contract Code (Section 6108) related to "sweatfree"  
          procurement policy and code of conduct.  (Pending in this  
          Committee)
          
           SB 1108 (Price) 2009-10 Session.   Would authorize DGS to  
          direct all state agencies, departments, boards and  
          commissions to establish and achieve a goal of 25% small  
          business participation in state procurements and contracts.  
           (Pending in this Committee)  

           SB 967 (Correa) 2009-10 Session.   Would require that a 5%  
          bid preference be provided on state contracts for goods and  
          services, including bids or proposals for the distribution  
          of funds pursuant to 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 residents of California.  (Pending in this  




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          Committee)
          
           SUPPORT:   None on file as of April 9, 2010.

           OPPOSE:   None on file as of April 9, 2010.

           FISCAL COMMITTEE:   Senate Appropriations Committee


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