BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  SB 600
                                                                  Page  1

          Date of Hearing:   June 21, 2011

              ASSEMBLY COMMITTEE ON BUSINESS, PROFESSIONS AND CONSUMER 
                                     PROTECTION
                                 Mary Hayashi, Chair
                      SB 600 (Rubio) - As Amended:  May 11, 2011

           SENATE VOTE  :   26-14
           
          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 








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            less than 2,500 from the provisions of this bill. 

           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, "This 
          bill will help ensure quality construction of California schools 
          at the lowest price by requiring that school districts 
          prequalify their contractors on large construction projects.  
          This will allow schools to continue to utilize the lowest 
          responsible bidder contracting method which protects tax 
          dollars, while ensuring that the bidding pool is made up of 
          competent and qualified contractors."

           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 








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          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 
          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 








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          projects to use prequalification, regardless of cost.

           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 receiving 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 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 contractor 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 produces defects, prevailing wage violations, and 
          unsafe working conditions for workers.  Under these 
          circumstances, the students, the school district, the taxpayers, 
          the workers, and the qualified contractor all lose.  

          "School districts may also have experienced excessive change 
          orders during the construction process from contractors.  These 
          contractors often fail to deliver a project on schedule.  Also, 
          it is important to note that some projects will require a 
          specialized contractor that has experience with specified 
          construction techniques?   SB 600 addresses these issues by 
          ensuring school districts develop a process that meets 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 design 
          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 








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          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."

           Opposition  .  According to the County School Facilities 
          Consortium (CSFC), "The prequalification of bidders can already 
          be done under current law.  CSFC believes that SB 600 will 
          result in schools having to use additional time and scarce 
          resources for project administration, management, and legal 
          services, thus increasing more project expenditures.  In 
          addition, the prequalification mandate will require an appeals 
          process.  Further costs may occur due to project delays while 
          appeals and challenges are heard and go through this process.  
          The language in this bill usurps the flexibility that County 
          Offices of Education have to determine their own 
          prequalification documents based on their local bid market or 
          other local technical or experiential concerns for the 
          uniqueness of a given project." 

          According to the Association of California Construction Managers 
          (ACCM), "ACCM believes that school districts' elected school 
          boards should be allowed to exercise their judgment on what is 
          the most effective means of ensuring the delivery of their 
          school facility project.  Currently, school districts provide 
          half or more of the cost of school projects through local funds 
          and have an incentive to select delivery methods that are most 
          efficient and effective.  By mandating prequalification, school 
          districts would lose the option of alternative selection 
          processes or expanded bidding pool.  

          "Requiring prequalification will increase school district cost 
          in the bid selection process, particularly when a school 
          district chooses to use the Multiple Prime (MP) construction 
          delivery mechanism.  MP has, as the name indicates, more than 
          one prime contractor for the school facility project.  
          Frequently, there are up to 20-30 prime contractors and 
          subcontractors.  A significant number of prequalification 








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          packages would be made in order to select the contractors 
          providing different services as part of the school construction 
          or modernization project. 

          "Requiring the prequalification document to be similar to the 
          DIR �model] will greatly increase the amount of paperwork that 
          must be submitted, greatly increase school district requirements 
          to review that paperwork, increase cost for the school district 
          in the review process, and increase cost of a school facility 
          project.  In the current bid climate, MP contracting provides 
          the most cost-effective means of constructing a school facility 
          project.  This is because there is greater opportunity from 
          multiple low bids that when consolidated are lower than what has 
          been occurring with a general contractor submitting a bid.  ACCM 
          is concerned that these cost increases will reduce the ability 
          of school districts to provide quality school facilities in the 
          most cost-effective manner." 

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

           REGISTERED SUPPORT / OPPOSITION  :

           Support 
           
          State Building and Construction Trades Council (sponsor)
          California Labor Federation 
          California Legislative Conference of the Plumbing, Heating and 








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          Piping Industry 
          National Electrical Contractors Association, California Chapters 

           
            Opposition 
           
          Association of California Construction Managers 
          California Association of School Business Officials 
          California School Boards Association
          California's Coalition for Adequate School Housing 
          Clovis Unified School District 
          County School Facilities Consortium 
          Cupertino Union School District 
          Darden Architects, Inc.
          Kern Union High School District 
          Ledesma & Meyer Construction Co., Inc. 
          PLUM Architects
          Riverside County School Superintendents' Association 
          Small School Districts' Association 
          Wiseburn School District 

           Analysis Prepared by  :    Joanna Gin / B.,P. & C.P. / (916) 
          319-3301