BILL ANALYSIS                                                                                                                                                                                                    �




                   Senate Appropriations Committee Fiscal Summary
                           Senator Christine Kehoe, Chair

                                          AB 450 (Wieckowski)
          
          Hearing Date: 08/15/2011        Amended: 08/15/2011
          Consultant: Jacqueline Wong-HernandezPolicy Vote: Education 7-2
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          ____
          BILL SUMMARY: AB 450 requires that the California State 
          University (CSU) trustees' policies and procedures for the 
          acquisition of food services ensure that the service contractor 
          fully discloses to the CSU campus, auxiliary, or other CSU unit 
          all discounts, rebates, allowances and incentives received from 
          suppliers, and that the contractor pay the full amount of these 
          to the CSU campus. The bill also requires that these 
          requirements be placed in agreements upon their renewal, 
          extension, or amendment, or be part of any new service 
          agreement. 
          _________________________________________________________________
          ____
                            Fiscal Impact (in thousands)

           Major Provisions            2011-12      2012-13       2013-14     Fund
          
          Disclose and refund rebates        Unknown; potentially 
          significant revenue      General

          Contract requirements            Likely minor, one-time costs 
          General                
          _________________________________________________________________
          ____

          STAFF COMMENTS: 
          
          Existing law authorizes the CSU trustees to enter into 
          agreements with any public or private agency, officer, person, 
          or institution, corporation, association, or foundation for the 
          furnishing of services, facilities, materials, goods, supplies, 
          or equipment by or for the trustees. Current law further 
          requires the trustees to prescribe policies and procedures for 
          the acquisition of services, facilities, materials, goods, 
          supplies, or equipment. (Education Code � 89036)

          This bill requires a food service provider contracting with the 
          CSU that receives a discount, rebate, allowance, or other 








          AB 450 (Wieckowski)
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          incentive from any supplier, to disclose and pay to the CSU 
          campus the full amount of the discount, rebate, or applicable 
          credit that is received based on the purchases made on behalf of 
          the CSU campus, auxiliary organization, or other unit of the 
          CSU. This bill further requires that the CSU food service 
          contracting policies and procedures ensure that disclosure, and 
          language stating this requirement be placed in food service 
          acquisition agreements.

          According to the author, this bill was prompted by a recent $20 
          million settlement between the New York Attorney General and 
          Sodexho (a national provider of food services to schools and 
          colleges). The New York Attorney General sued Sodexho on behalf 
          of the State University of New York and local school districts 
          for contract violations. Specifically, Sodexho had agreed to 
          provide the actual food products at cost, and the Attorney 
          General claimed that contractors had adopted a business model 
          that involved overcharging for food by not disclosing that part 
          of the food costs paid for rebates back to them from the 
          suppliers. As part of the New York settlement, Sodexho must 
          disclose in future contracts with public entities any rebates it 
          receives from suppliers. The settlement was reached concerning 
          the violation of specific New York contracts that required food 
          products to be provided at cost.

          CSU campuses negotiate their own food service contracts, and can 
          implement the requirements of this bill without legislation. It 
          is not known whether food costs are being misrepresented to CSU 
          campuses by any food service providers, nor the extent to which 
          those providers are receiving rebates and incentives. To the 
          extent that any future rebates and incentives given to food 
          service providers are passed on to CSU campuses that would not 
          have otherwise been passed on, it would result in revenue to the 
          contracting CSU. However, to the extent that food service 
          providers (no longer able to retain any supplier rebates) raise 
          their prices in response to the new restrictions, CSU savings 
          would be eroded.

          This bill requires contracting procedure and language changes 
          for CSU food service contracts to be implemented upon the 
          renewal, extension, or amendment of an existing agreement or as 
          part of any new service agreement. During a renewal or contract 
          change, a CSU campus must dedicate staff resources to that 
          contract; the requirements of this bill are unlikely to result 








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          in significant additional costs or workload at a time when the 
          entire contract is already being renewed or changed. 

          This bill also specifies that any discounts, rebates, 
          allowances, and incentives paid to the CSU campus be available 
          for review as part of any audit, either internally or by the 
          State Controller. This requirement is consistent with existing 
          requirements to maintain payment records and records of other 
          financial transactions as part of the audit process. Current 
          audit processes examine all of a CSU's financial transactions 
          and contracts required for operation. Retaining records of 
          rebates received from food services contractors is unlikely to 
          add any significant costs to existing CSU audits.