BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  AB 2440
                                                                  Page  1

          CONCURRENCE IN SENATE AMENDMENTS
          AB 2440 (Bonnie Lowenthal)
          As Amended  June 18, 2012
          Majority vote
           
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          |ASSEMBLY:  |54-20|(May 31, 2012)  |SENATE: |37-0 |(August 20,    |
          |           |     |                |        |     |2012)          |
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           Original Committee Reference:    L. GOV.  

           SUMMARY  :  Expands the contracting authority of the Los Angeles 
          County Metropolitan Transportation Authority (MTA) to permit the 
          use of objective selection criteria in addition to price for 
          design-build projects, shortens notice requirements for 
          design-build projects costing less than $10 million dollars, and 
          raises or eliminates certain contracting thresholds for other 
          alternative procurement processes.

           The Senate amendments  :

          1)Delete the minimum threshold of $100,000 above which MTA may 
            facilitate certain contract awards to small businesses through 
            preferences and participation goals, as specified, except for 
            contracts for involving private architectural, landscape 
            architectural, engineering, environmental, land surveying or 
            construction management professional services. 

          2)Authorize MTA to generally establish and maintain a 
            prequalification program for bidders, as specified.

          3)Make various technical or other non-substantive amendments.

          4)Make findings and declarations relative to the importance of 
            improving MTA's change order processes. 

          5)Provide that, if the Commission on State Mandates determines 
            that the bill contains costs mandated by the state, 
            reimbursement for those costs shall be made, as specified.

           AS PASSED BY THE ASSEMBLY  , this bill:

          1)Repealed provisions unique to MTA that require its inspector 
            general to prepare a prequalification questionnaire with 








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            specified contents for any business seeking to provide goods 
            or services under contract with MTA. 

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

          3)Raised the threshold from $100,000 to $150,000 under which MTA 
            can use an informal procurement process based on a minimum of 
            three quotations.

          4)Authorized MTA to award design-build contracts based on a 
            competitive bidding process that employs objective selection 
            criteria, including but not limited to proposed design 
            approach, features, functions, and life-cycle costs, in 
            addition to price.

          5)Required, for design-build contracts estimated to cost over 
            $10 million, MTA to advertise a request for bids or proposal 
            at least 60 days in advance, while for design-build contracts 
            estimated to cost under $10 million MTA must advertise a 
            request for bids or proposal at least 30 days in advance.

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

          7)Required the 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 
            identified.

          8)Provided that, once subcontractors are listed, they should 
            have the same rights as provided for in the Subletting and 
            Subcontracting Fair Practices Act.

          9)Repealed the requirement that MTA adopt a change order 
            procedure for its contracts.  

           FISCAL EFFECT  :  According to the Senate Appropriations 
          Committee, pursuant to Senate Rule 28.8, this bill will impose 
          negligible state costs.

           COMMENTS  :  This bill makes multiple separate changes to MTA's 
          contracting authority, including minor expansions of MTA's use 








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          of design-build and "best value" contracting methodologies.  The 
          measure is sponsored by MTA.

          This bill deletes the requirement that MTA's inspector general 
          develop a pre-qualification questionnaire for prospective 
          contractors, and instead creates a general, more flexible 
          authority to establish and maintain a pre-qualification program. 
           According to the author, "�r]emoving the �MTA] specific law 
          would reduce the burden on prospective bidders of having to 
          comply with �MTA]-unique requirements and would eliminate a 
          potential conflict raised by the requirement in �Public 
          Utilities Code Section] 130051.21 (a) that the �MTA] Inspector 
          General draft the pre-qualification questionnaire, which leaves 
          the office of the �Inspector General] in the position of 
          inspecting its own work product."

          The bill also changes three-cost thresholds for procurement 
          alternatives to the lowest responsible bidder methodology:  a) 
          for the purchase of supplies, equipment and materials that may 
          be selected under a "best value" methodology, the limit goes 
          from $100,000 to $150,000; b) for contracts where MTA may use an 
          informal procurement process based on a minimum of three 
          quotations, the upper threshold goes from $100,000 to $150,000; 
          and, c) for certain contract awards to small businesses that MTA 
          may facilitate through preferences and participation goals, the 
          minimum $100,000 threshold is eliminated.  According to the 
          author, "�t]hese changes will allow �MTA] to take advantage of 
          the streamlining opportunities offered by its federal funding 
          partners by conforming state law to recent changes made in 
          federal contracting thresholds."  

          Furthermore, this bill makes a number of changes to MTA's 
          design-build authority statute.  First, it authorizes MTA to 
          utilize objective selection criteria other than price in 
          awarding contracts, such as proposed design approach, features, 
          functions, life-cycle costs, and other criteria deemed 
          appropriate by MTA.  The bill also specifies that for contracts 
          estimated to cost less than $10 million, MTA need only publish a 
          notice requesting bids or proposals at least 30 days before 
          receipt (contracts in excess of $10 million must still advertise 
          for 60 days).  Lastly, this bill requires the contractor to 
          competitively bid those portions of the design work that can be 
          subcontracted, and to provide MTA with a list of identified 
          subcontractors whose work is over one-half of one percent of the 
          total project cost.  Listed subcontractors will have the same 








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          rights already provided in the Subletting and Subcontracting 
          Fair Practices Act. 

          Regarding the shorter 30 day bid/proposal notice for projects 
          under $10 million, the author states that "�t]he notice period 
          in this section refers only to the timeframe under which a 
          solicitation is advertised.  This does not impact the timeframe 
          that proposers have to both review the solicitation documents 
          and respond to the proposal.  �MTA] uses a variety of methods to 
          publish proposals including posting on our webpage and a 60 day 
          look-ahead at upcoming projects.  These methods are more 
          effective in providing notice of solicitations, are more 
          effective in targeting potential bidders.  Additionally, bidders 
          use these methods to identify potential opportunities rather 
          than broad non-targeted newspaper advertising." 

          Finally, the bill deletes the requirement that MTA adopt a 
          change order procedure for contracts.  According to the author, 
          "�t]his provision was written at a time when �MTA's] contract 
          administration function was under the control of its 
          construction department.  Since then, however, �MTA] is required 
          by law to have an 'independent professional procurement staff.'  
          Consequently, this provision is no longer necessary to ensure 
          that change orders are reviewed appropriately."
           

          Analysis Prepared by  :    Hank Dempsey / L. GOV. / (916) 319-3958


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