BILL ANALYSIS                                                                                                                                                                                                    Ó



                                                                  AB 834
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          ASSEMBLY THIRD READING
          AB 834 (Roger Hernández)
          As Amended  April 14, 2011
          Majority vote 

           LOCAL GOVERNMENT    6-0                                         
           
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          |Ayes:|Smyth, Alejo, Bradford,   |     |                          |
          |     |Gordon, Hueso, Norby      |     |                          |
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          SUMMARY  :  Requires the legislative body of a city, county, or 
          district to review any contract with a total value of $250,000 
          or more with a private party that contains an automatic renewal 
          clause on or before the annual date by which the contract may be 
          rescinded.  Specifically, 
           this bill  :

          1)Requires the legislative body of a city, county, or district 
            to review any contract with a total of $250,000 or more with a 
            private party that contains an automatic renewal clause on or 
            before the annual date by which the contract may be rescinded.

          2)Requires the legislative body of a city, county, or district 
            to make findings on the record, prior to the renewal of the 
            contract, including, but not limited to, whether the contract 
            contains updated information and whether the contract fits the 
            needs of the legislative body.

           EXISTING LAW  :

          1)Authorizes the legislative body of a city, county, or district 
            to include or cause to be included in contracts for public 
            projects a provision establishing the time within which the 
            whole or any specified portion of the work contemplated is to 
            be completed.


          2)Authorizes the legislative body of any public or municipal 
            corporation or district to contract with and employ any 
            persons for the furnishing to the corporation or district 
            special services and advice in financial, economic, 
            accounting, engineering, legal, or administrative matters 








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          if the persons are specially trained and experienced and 
            competent to perform the special services required.

          3)Authorizes a public entity subject to the Local Agency Public 
            Construction Act to require each prospective bidder for a 
            contract complete and submit to the entity a standardized 
            questionnaire and financial statement in a form specified by 
            the entity, including a complete statement of the prospective 
            bidder's experience in performing public works.

           FISCAL EFFECT  :  None

           COMMENTS  :  An evergreen contract is an agreement between two 
          parties that is automatically renewed after each maturity period 
          until one of the contracting parties gives notice at a specified 
          interval in the manner required to terminate the otherwise 
          perpetual agreement.  The specified interval could be annually 
          or as long as several years.  Evergreens are commonly used for 
          long-term agreements, such as memberships and maintenance 
          agreements.  This type of contract is in contrast to fixed-term 
          agreements, where both parties are required to affirmatively 
          agree to extend the term of the contract beyond the initial 
          term.

          Local governments commonly use evergreen contracts for service 
          contracts, including waste hauling, park maintenance, road 
          maintenance, and public safety.

          According to the author, evergreen contracts reduce transparency 
          for contract renewals.  Regular reviews of evergreen contracts, 
          the author says, provide a way for cities and counties to 
          examine if those contracts are still fitting the needs of those 
          entities and the residents that are directly impacted.  The 
          author points to a recent 20-year contract entered into by the 
          City of Covina and a trash hauler as an example of an evergreen 
          contract that would be impacted by this bill.

          Long-term contracts with evergreen clauses allow recycling and 
          waste disposal facilities to be financed by the private sector 
          because these contracts are what financial institutions require 
          to extend financing over a 10- to 20-year term.  Furthermore, 
          smaller service providers are able to amortize the costs of 
          expensive facilities and equipment over an extended period of 
          time, thus allowing them to compete against larger companies.  








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          In exchange, local governments receive a stabilized rate of 
          service from the recycling and waste disposal provider.  The 
          Legislature may wish to consider whether it is prudent to make 
          it more difficult for local governments to use this long-term, 
          financing tool.

          This bill would require a legislative body of a city, county, or 
          district to make findings on the record as to whether the 
          evergreen contract contains updated information and fits the 
          needs of the legislative body.  The language is vague and could 
          be interpreted by a local government to require the issuance of 
          a request for proposals as part of their review for their 
          official findings.  Or a legislative body could interpret this 
          bill to mean the legislative body need only issue a perfunctory 
          statement of "ABC contract fits the needs of the City of XYZ and 
          contains updated information" with no other action required.  
          The Legislature may wish to consider whether this bill needs 
          more specific language so local governments have more guidance 
          on how to comply with its provisions.

          Also, this bill does not define local agency and there is no 
          controlling definition of local agency in this division or title 
          of the Government Code, which covers cities, counties, and other 
          agencies.  Due to a lack of clarity, this bill's prohibition on 
          evergreen contracts with a total value of $250,000 or more with 
          a private party would apply not only to special districts but 
          also school districts.

          Support arguments:  Supporters say personal service contracts 
          are significantly more expensive for taxpayers than having the 
          work performed by public workers.

          Opposition arguments:  Opposition argues evergreen clauses allow 
          expensive community facilities and equipment to be more easily 
          financed through private lenders.
           

          Analysis Prepared by  :    Jennifer Klein Baldwin / L. GOV. / 
          (916) 319-3958 

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