BILL ANALYSIS                                                                                                                                                                                                    �




                     SENATE GOVERNANCE & FINANCE COMMITTEE
                            Senator Lois Wolk, Chair
          

          BILL NO:  AB 2388                     HEARING:  6/13/12
          AUTHOR:  Beall                        FISCAL:  Yes
          VERSION:  6/6/12                      TAX LEVY:  No
          CONSULTANT:  Lui                      

                  SANTA CLARA OPEN-SPACE AUTHORITY'S CONTRACTS
          

          Makes changes to Santa Clara Open-Space Authority's bidding 
                                  procedures.


                           Background and Existing Law
           
          The Legislature created the Santa Clara Open-Space 
          Authority (SB 2028, Mello, 1992) to acquire, improve, 
          maintain, and preserve open-space lands in the region.  The 
          Authority may contract for services, supplies, equipment, 
          or materials (except for legal or appraisal services or 
          contracts with private architects, engineering, land 
          surveying, and construction project management firms), 
          according to the following contract thresholds:
                 If contracts are valued more than $10,000, the 
               Authority must award them to the lowest responsible 
               bidder.
                 If contracts are valued between $10,000 and 
               $50,000, the Authority may use informal bidding 
               procedures.
                 If contracts are valued over $50,000, the Authority 
               must use formal bidding procedures. 

          For the last 20 years, the Authority has not increased bid 
          limits for service contracts to adjust for inflation.  The 
          author would like to increase the Authority's bidding 
          thresholds for service contracts. 


                                   Proposed Law
                                         
          Assembly Bill 2388 changes the Santa Clara Open-Space 
          Authority's contract requirements for supplies, equipment, 
          or materials, as follows:
                 Increases, from $10,000 to $25,000, the threshold 
               at which the Authority must award contracts to the 




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               lowest responsible bidder.  
                 Increases, from $50,000 to $75,000, the threshold 
               at which the Authority must award contracts through 
               formal bidding procedures. 

          If the Authority's governing board awards a contract to the 
          most responsible and qualified bidder, as defined, AB 2388 
          specifies that these bidding thresholds do not apply to 
          contract for services, including: 
                 Services, including planning, consulting, or legal 
               or appraisal services,  or  
                 Services authorized to be procured for private 
               architects, engineers, land surveying, or construction 
               project management.

          The bill defines "most responsible and qualified bidder" as 
          the bidder deemed by the governing board that best fits the 
          needs of the service contract or meets specified criteria.  
          To determine the most responsible and qualified bidder, the 
          bill provides criteria the governing board may use, 
          including:
                 Experience of the bidder as a firm, including past 
               performance of the firm on contracts of similar size 
               and scope,
                 Experience and qualifications of personnel on the 
               bidder's team,
                 Demonstrated understanding of the scope of the 
               service, including schedule and plan to accomplish, 
                and  
                 Best overall financial return to the governing 
               board. 

          The bill makes technical and clarifying changes related to 
          formal bid notifications and the governing board.  The bill 
          makes findings and declarations to support the necessity of 
          a special statute because of the Authority's unique 
          circumstances. 


                               State Revenue Impact
           
          No estimate. 


                                     Comments  






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          1.   Purpose of the bill  .  Along with a nineteen-year-old 
          contract bid limit that hasn't been adjusted for inflation, 
          the Authority's lowest responsible contract bid requirement 
          prevents them from choosing a more qualified service 
          contract bidder.  By awarding the contract to the lowest 
          responsible bidder, which may not be as responsive to the 
          Authority's needs, the Authority argues that it spends more 
          money overall, using lower cost service providers more 
          frequently.  For example, in April 2010, due to the lowest 
          contract bid requirement, the Authority awarded a 
          three-year contract for auditing services to the lowest 
          bidder, against staff and counsel's recommendation for 
          another higher-cost auditor.  Subsequently, the lowest-bid 
          contractor billed the Authority $3,000 more than the agreed 
          figure.  The Authority had to terminate that contract and 
          now is looking for a new auditor.  AB 2388 requires that 
          the Authority's governing board determine the bidder is the 
          most responsible and qualified bidder and before exempting 
          the service contract from the contract bid thresholds.  
          This ensures a nexus between service contract exemptions 
          and bidder qualifications.  AB 2388 provides the necessary 
          upkeep to Santa Clara Open-Space's aging enabling act. 
          2.   "Others  ."  This bill brings the Authority's competitive 
          bidding $25,000 limit to what other open-space and regional 
          park districts are authorized, like Midpeninsula Regional 
          Open Space District or East Bay Park District.  However, 
          those districts don't employ separate informal and formal 
          bid limits.  Also, Midpeninsula and East Bay's $25,000 
          limits were last adjusted in 1983.  The Committee may wish 
          to consider whether this bill lays the groundwork for other 
          open-space and regional park districts to ask for bid limit 
          increases. 

          3.   Inflation  .  The Authority wants to adjust bid limits to 
          account for twenty-years of inflation, but the figures may 
          not add up.  $10,000 in 1992 is equivalent to $16,399 
          today; $50,000 is around $81,977.  The Committee may wish 
          to consider amending the lowest bid limit at $20,000, 
          instead of $25,000; and, the $50,000 formal bid limit to 
          $80,000, instead of $75,000. 


                                 Assembly Actions  

          Assembly Local Government:                   8-0
          Assembly Business, Professions, and Consumer Protection:9-0





          AB 2388 -- 6/6/12 -- Page 4



          Assembly Appropriations:                          17-0
          Assembly Floor:                                        73-0




                        Support and Opposition  (6/7/12)

           Support  :  East Bay Regional Park District; Marin County 
          Parks, Midpeninsula Regional Open Space District; Napa 
          County Regional Park and Open Space District;  Peninsula 
          Open Space Trust; Santa Clara County; Santa Clara County 
          Open Space Authority; Sonoma County Agricultural 
          Preservation and Open Space District. 

           Opposition  :  Unknown.