BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  AB 1565
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          Date of Hearing:   March 27, 2012

              ASSEMBLY COMMITTEE ON BUSINESS, PROFESSIONS AND CONSUMER 
                                     PROTECTION
                                 Mary Hayashi, Chair
                 AB 1565 (Fuentes) - As Introduced:  January 30, 2012
           
          SUBJECT  :   Public contracts: school districts: bidding 
          requirements.

           SUMMARY  :   Requires the prequalification questionnaire and 
          uniform system a school district uses to rate bidders on a 
          public works project to contain substantially similar 
          information, questions, and requirements to the questionnaire 
          and guidelines for rating bidders developed by the Department of 
          Industrial Relations (DIR), and requires prequalification for 
          school public works projects.  Specifically,  this bill  :  

          1)Requires, when the school district board requires contractors 
            to prequalify for a project, that the questionnaire and 
            uniform system of rating bidders contain substantially similar 
            information, questions, and requirements to the standardized 
            questionnaire and model guidelines for rating bidders 
            developed by DIR.

          2)Requires a school district to use prequalification for any 
            school facility construction project that receives funds under 
            the Leroy Green School Facilities Act of 1998, and further 
            requires:

             a)   The school district board to use the uniform system of 
               rating bidders adopted by the school district board, or if 
               the school district board has not adopted a system, to use 
               the standardized questionnaire and model guidelines for 
               rating bidders developed by DIR; and, 

             b)   Requires that subcontractors also be prequalified. 

          3)Stipulates that the disqualification of a subcontractor by the 
            governing board of the district does not disqualify an 
            otherwise prequalified contractor.
               
          4)Exempts school districts with an average daily attendance of 
            less than 2,500 from the provisions of this bill. 









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          5)Sunsets the provisions of this bill on January 1, 2018. 

           EXISTING LAW  : 

          1)Allows the school district to use the prequalification process 
            for the following public works contracts: 

             a)   Contracts costing $50,000 or more for equipment, 
               materials, supplies, non-construction services, and 
               non-maintenance repairs; or, 

             b)   Contracts costing $15,000 or more for construction 
               projects.  

          2)Requires a school district using prequalification for public 
            works projects to adopt and apply a uniform system of rating 
            biddings on the basis of completed questionnaires and 
            financial statements in order to determine the size of the 
            contracts upon which each bidder shall be deemed qualified to 
            bid. 

          3)Prohibits school districts from furnishing bid proposal forms 
            to people who have not submitted a questionnaire and financial 
            statement for prequalification at least five calendar days 
            prior to the public bid opening date and have been 
            prequalified at least one day prior to the public bid opening 
            date.

           FISCAL EFFECT  :   Unknown

           COMMENTS  :   

           Purpose of this bill  .  According to the author's office, "Since 
          state law requires the use of the lowest bidder, many 
          unqualified contractors are being awarded school construction 
          projects with little or no experience and who lack the financial 
          fortitude to accomplish a project on time and on budget.  Under 
          current law, the selected contractors may file a significant 
          amount of change orders that increases the cost of the project.  
          In many instances, this also leads to cutting corners that 
          produce defects, prevailing wage violations, and unsafe working 
          conditions for workers.  

          "California voters passed a significant amount of school 
          infrastructure bonds in the November 2006, 2008, and 2010 








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          elections.  Billions of state and local taxpayer dollars were 
          pledged to build and rehabilitate our state's public school 
          infrastructure.  Taxpayers have the right to expect that the 
          state and their local school districts are investing their 
          monies wisely."

           Background  .  Prequalification can be used by public entities 
          used to prequalify interested bidders prior to the actual bid.  
          Bidders are required to submit a questionnaire, financial 
          statements, a notarized statement from a surety, and proof of 
          insurance.  Prequalification enables public entities to score a 
          contractor based previous performance, compliance with health, 
          safety, and labor laws, and the completion of recent projects 
          and the quality of performance.  Prequalification also allows 
          public entities to determine whether a contractor has previously 
          worked on school construction projects or has a record of 
          litigation and criminal convictions related to construction 
          work.  

          AB 574 (Hertzberg), Chapter 972, Statutes of 1999, allowed many 
          public agencies to require licensed contractors that wish to bid 
          on public works jobs to prequalify for the right to bid on a 
          specific public works project.  AB 574 further authorized public 
          entities to require prospective bidders to complete 
          questionnaires and required the DIR, in collaboration with 
          affected agencies and interested parties, to develop a 
          standardized questionnaire and model guidelines for rating 
          bidders that public entities may use.  AB 574 applies to all 
          cities, counties, and special districts, but does not apply to 
          K-12 school districts.

          Existing law does not require, but authorizes every public 
          agency to adopt a prequalification system.  Current law allows a 
          public agency to establish two different kinds of 
          prequalification procedures for public works projects.  A public 
          agency may establish a prequalification procedure linked to a 
          single project or adopt a procedure by which a contractor may 
          qualify to bid on projects which are put out for bid by that 
          agency for a period of one year after the date of initial 
          prequalification. 

          A public agency that requires prequalification must use a 
          standardized questionnaire and financial statement, adopt and 
          apply an objective uniform system of rating bidders based on 
          completed questionnaires and financial statements, and create an 








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          appeals process to allow a contractor denied prequalification to 
          challenge that determination.  

          Current law does not mandate a public entity to utilize the 
          prequalification process nor requires that an expenditure amount 
          trigger the use of the prequalification process.  

          This bill differs from SB 258 (Oropeza) of 2009, which required 
          that all school construction projects over $1 million use 
          prequalification.  This bill requires all school construction 
          projects to use prequalification, regardless of cost.

           Related Legislation  .  SB 600 (Rubio) of 2011, is an identical 
          bill that requires the prequalification questionnaire and 
          uniform system a school district uses to rate bidders on a 
          public works project to contain substantially similar 
          information, questions, and requirements to the questionnaire 
          and guidelines for rating bidders developed by DIR, and requires 
          prequalification for school public works projects.  This bill 
          was held in the Assembly Appropriations Committee.

           Previous Legislation  .  SB 258 (Oropeza) of 2009, would have 
          required the prequalification questionnaire and uniform system a 
          school district uses to rate bidders on a public works project 
          to contain substantially similar information, questions, and 
          requirements to the questionnaire and guidelines for rating 
          bidders developed by the Department of Industrial Relations 
          (DIR), and requires prequalification for school public works 
          projects costing $1 million or more.  This bill was held in the 
          Assembly Appropriations Committee.

          AB 574 (Hertzberg), Chapter 972, Statutes of 1999, allowed many 
          public agencies to require licensed contractors that wish to bid 
          on public works jobs to prequalify for the right to bid on a 
          specific public works project, or on public works project 
          undertaken by a public agency during a specified period of time. 
           

           Support  .  According to the sponsor, the State Building and 
          Construction Trades Council of California, "Regrettably, due to 
          the lack of available work in the private construction sectors, 
          school districts are being flooded with bids from contractors 
          with little or no experience on large construction public works 
          projects.  Since state law requires the use of the lowest 
          bidder, many unqualified contractors are being awarded school 








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          construction projects with little or no experience and who lack 
          the financial fortitude to accomplish a project on time and on 
          budget.  

           "Under current law, the selected, but inexperienced contractor 
          may file a significant amount of change orders that increases 
          the cost of the project.  In many instances, unqualified 
          contractors cut corners that produce defects, violate prevailing 
          wage law, and create an unsafe working condition for workers.  
          Under these circumstances, the students, the school district, 
          the taxpayers, and the qualified contractor and his or her 
          employees all lose.  

          "AB 1565 addresses these issues by ensuring school districts 
          continue to use the lowest competitive bid under a developed 
          prequalification process that is tailored to meet their 
          expectations and quality levels.  The goal of prequalifying 
          contractors is to deliver a project on time, on budget and to 
          mitigate as many other risks as possible.  A properly designed 
          prequalification system and a fair and objective evaluation 
          process like the one that was developed by DIR will result in a 
          list of qualified contractors who can meet the expectations for 
          the project." 

          According to the National Electrical Contractors Association, 
          California Chapters, and the California Legislative Conference 
          of the Plumbing, Heating, and Piping Industry, "With the recent 
          economic downturn, many school districts have been receiving 
          bids from contractors who have never performed school 
          construction and in some cases, school districts receive bids 
          from contractors who have never worked on a public works project 
          in general.  Due to state laws that require that use of the 
          lowest bidder on school construction projects, these contractors 
          are being awarded school construction contracts even though they 
          may not be qualified to perform the work.  Unqualified 
          contractors are the cause of many problems on school 
          construction projects.  For example, an unqualified contractor 
          may not have the financial fortitude to finish a project; �the 
          contractor] may file an exorbitant amount of change orders 
          because they underbid the project and may present poor safety 
          conditions for their employees and the employees of other 
          contractors as they cut corners to make the project pencil out.  
           This all comes at the expense of the school districts, the 
          taxpayers, and the qualified contractors who were not awarded 
          the school construction project."








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           Opposition  .   According to the California School Boards 
          Association, "This measure would require school districts to 
          prequalify bidders, and use questionnaires and rating systems 
          developed by DIR, or forms that cover the same issues, in order 
          to access funding from the State School Facilities Program 
          (SFP).  Districts that build projects without matching funds 
          from the SFP, and choose to prequalify bidders, would also be 
          required to use questionnaires and a rating system that cover 
          the same issues as the questionnaire and rating system developed 
          by DIR.  

          "Under existing law, school districts and county offices of 
          education may prequalify bidders for construction projects and 
          have the flexibility to tailor their questionnaires and rating 
          systems to fit local circumstances.  AB 1565 would require 
          prequalification in order to access funding from the SFP, even 
          though some districts may have determined prequalification to be 
          unnecessary because the contractors in their region are already 
          highly qualified with strong records of performance.  
          Prequalification will be particularly burdensome due to the 
          frequent use of multi-prime contracts, where 30 or 40 
          contractors may be involved in a single project.  Due to the 
          length of the required questionnaires, and the legally required 
          appeals process, districts will be forced to devote a large 
          amount of time and money to project administration. 

          "Moreover, AB 1565 imposes prequalification requirements on 
          school districts and county offices of education, but not on 
          other public agencies.  When the economy improves and 
          construction activity resumes, fewer contractors may be willing 
          to bid on school projects due to the prequalification 
          requirements.  The reduced competition could increase the costs 
          of school construction." 

           Double-referred  .  This bill is double-referred to Assembly 
          Education Committee.

           REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           
          State Building and Construction Trades Council of California 
          (sponsor) 
          Associated General Contractors








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          California Legislative Conference of the Plumbing, Heating and 
          Piping Industry 
          National Electrical Contractors Association, California Chapters 


           Opposition 
           
          Association of California Construction Managers
          California School Boards Association
          Coalition for Adequate School Housing
           
          Analysis Prepared by  :    Joanna Gin / B.,P. & C.P. / (916) 
          319-3301