BILL ANALYSIS                                                                                                                                                                                                    �



                                                                      



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          |SENATE RULES COMMITTEE            |                  AB 2440|
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                                 THIRD READING


          Bill No:  AB 2440
          Author:   Bonnie Lowenthal (D)
          Amended:  6/18/12 in Senate
          Vote:     21

           
           SENATE TRANSPORTATION & HOUSING COMMITTEE  :  8-0, 7/3/12
          AYES:  DeSaulnier, Gaines, Kehoe, Lowenthal, Pavley, Rubio, 
            Simitian, Wyland
          NO VOTE RECORDED:  Harman
           
          SENATE APPROPRIATIONS COMMITTEE  :  Senate Rule 28.8
           
          ASSEMBLY FLOOR  :  54-20, 5/31/12 - See last page for vote


           SUBJECT  :    Los Angeles County Metropolitan Transportation 
          Authority: 
                      contracting

           SOURCE  :     Los Angeles County Metropolitan Transportation 
          Authority


           DIGEST  :    This bill lifts the dollar limits on certain 
          purchases and expands the design-build authority of the Los 
          Angeles County Metropolitan Transportation Authority (MTA) 
          to use the "best value" methodology for the selection of 
          contractors.

           ANALYSIS  :    Existing law establishes various dollar 
          thresholds governing MTA's purchasing of supplies and the 
          construction of facilities.  In addition, existing law 
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          authorizes MTA's Inspector General to prepare a 
          prequalification questionnaire for firms desiring to do 
          business with MTA, including construction firms, 
          engineering firms, law firms, product vendors, and other 
          business entities. 

          Under existing law, MTA may enter into design-build 
          contracts under various conditions governing the size of 
          the contract and publication of notice. 

          MTA may also use "best value" when selecting vendors and 
          contractors.  Existing law defines "best value" as the 
          overall combination of quality, price, and other elements 
          of a proposal that, when considered together, provide the 
          greatest overall benefit in response to the requirements 
          described in the solicitation documents.  Existing law also 
          authorizes MTA to establish a small business preference 
          program for contracts with a value in excess of $100,000.

          Existing law protects the rights of subcontractors by 
          preventing prime contractors from removing a subcontractor 
          from a project after an award has been made simply because 
          the prime found a less expensive subcontractor.  This 
          provision applies only to design-bid-build procurement 
          process and not to design-build procurement. 

          This bill:

          1. Repeals the requirement that MTA's Inspector General 
             prepare a prequalification questionnaire unique only to 
             MTA for any business seeking to provide goods or 
             services and instead authorizes MTA to use a 
             standardized prequalification questionnaire consistent 
             with general provisions of the Public Contracts Code. 

          2. Raises the threshold from $100,000 to $150,000 for 
             purchases of supplies, equipment, and material that may 
             be selected under a best value methodology. 

          3. Raises the threshold from $100,000 to $150,000 for an 
             informal procurement process that relies on price 
             quotations from at least three bidders. 

          4. Authorizes MTA to award design-build contracts by a best 

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             value competitive bidding process that includes both 
             price and selection criteria. 

          5. Requires MTA to advertise a request for bids or 
             proposals for a design-build project valued at $10 
             million or more at least 60 days prior to the submittal 
             of bid documents. 

          6. Requires MTA to advertise a request for bids or 
             proposals for a design-build project valued at $10 
             million or less at least 30 days prior to the submittal 
             of bid documents. 

          7. Requires the contractor on a design-build contract to 
             competitively bid those portions of the design work that 
             can be subcontracted. 

          8. Requires a design-build contractor to provide to MTA a 
             list of subcontractors whose work is over one-half of 
             one percent of the total project cost, as soon as 
             subcontractors are engaged by a prime contractor.

          9. Removes the $100,000 threshold for contracts to which 
             the five percent small business preference applies, 
             resulting in all contracts having a small business 
             preference. 

          10.Repeals the requirement that MTA adopt a change order 
             procedure for its contracts.  

           Comments

           MTA is embarking on a large highway and rail transit 
          development program with funds generated from the half-cent 
          sales tax enacted in 2008.  This bill intends to clarify 
          existing law regarding various contracting procedures and 
          requirements in order to achieve a more efficient 
          procurement process for both construction contracts and the 
          contacts for materials and supplies. 

           Important changes in procurement practices  .  MTA's 
          Inspector General has been required to develop a 
          prequalification questionnaire for prospective contractors 
          for many years.  With large, complex projects, the 

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          questionnaires can be extensive.  By allowing MTA to use 
          the uniform questionnaire, it simplifies the process for 
          contractors by reducing the time necessary to complete this 
          requirement, because the information requested will be 
          common to all large public works projects.  In addition, 
          this bill removes the potential for a conflict of interest 
          should the Inspector General need to investigate an issue 
          related to the questionnaire. 

          Another change relates to increasing the threshold from 
          $100,000 to $150,000 for purchasing supplies and equipment 
          by using the best value method and allowing the use of an 
          informal bidding process based on a minimum of three 
          quotations.  These changes conform to recent changes in in 
          the Federal Transit Administration's contracting practices 
          when federal funds are involved. 

          To facilitate design-build procurement, this bill clarifies 
          that MTA can award design-build contracts based on a 
          combination of price and best value. 

          To ensure the best price associated with aspects of a 
          design-build contract and to encourage the use of small 
          business enterprises, MTA is requiring contractors on 
          design-build contracts to competitively bid subcontracts 
          and to report to MTA the subcontracting firms.  This is 
          important because the design-build teams select 
          subcontractors not at the time the contract is awarded, but 
          at the time a design is completed.  The listing of the 
          subcontractors prevents the prime contractor from 
          "shopping" for a subcontractor in hopes of getting a lower 
          price after a subcontractor is selected.

          Another important change relating to small business 
          opportunities removes the requirement that the five percent 
          small business preference will be given on contracts above 
          $100,000.  This allows the application to construction 
          contracts of a lower value, thus creating greater 
          opportunities for small business participation in MTA's 
          construction program. 

          Finally, MTA recently reorganized and now separates 
          procurement and contract administration from construction 
          management within its agency.  Existing law requires 

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          certain legal and accounting reviews that delay the 
          processing of change orders and that are unnecessary except 
          for in the case of the largest changes.  MTA's 
          reorganization creates an arrangement that is more 
          consistent with that of other large public works agencies.  
          It establishes internal checks and balances by removing the 
          inherent conflict when the construction organization 
          assesses the validity of change orders it issues.  With 
          change order management in the procurement division, MTA 
          believes this creates a neutral environment and therefore 
          it can process changes orders more expeditiously. 

           FISCAL EFFECT  :    Appropriation:  No   Fiscal Com.:  Yes   
          Local:  Yes

           SUPPORT  :   (Verified  8/7/12)

          Los Angeles County Metropolitan Transportation Authority 
          (source)
          American Council of Engineering Companies California

           OPPOSITION  :    (Verified  8/7/12)

          National Right to Work Committee


           ASSEMBLY FLOOR  :  54-20, 5/31/12
          AYES:  Achadjian, Alejo, Allen, Ammiano, Atkins, Beall, 
            Block, Blumenfield, Bonilla, Bradford, Brownley, 
            Buchanan, Butler, Campos, Carter, Cedillo, Chesbro, 
            Davis, Dickinson, Eng, Feuer, Fletcher, Fong, Fuentes, 
            Furutani, Galgiani, Gatto, Gordon, Gorell, Hall, Hayashi, 
            Hill, Huber, Hueso, Huffman, Lara, Bonnie Lowenthal, Ma, 
            Mitchell, Monning, Nestande, Norby, Pan, Perea, V. Manuel 
            P�rez, Portantino, Skinner, Solorio, Swanson, Torres, 
            Wieckowski, Williams, Yamada, John A. P�rez
          NOES:  Bill Berryhill, Conway, Donnelly, Beth Gaines, 
            Garrick, Grove, Hagman, Halderman, Harkey, Jeffries, 
            Jones, Knight, Logue, Miller, Morrell, Nielsen, Olsen, 
            Silva, Smyth, Wagner
          NO VOTE RECORDED:  Charles Calderon, Cook, Roger Hern�ndez, 
            Mansoor, Mendoza, Valadao



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          JJA:d  8/7/12   Senate Floor Analyses 

                         SUPPORT/OPPOSITION:  SEE ABOVE

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