BILL ANALYSIS                                                                                                                                                                                                    �






           SENATE TRANSPORTATION & HOUSING COMMITTEE       BILL NO: SB 1068
          SENATOR MARK DESAULNIER, CHAIRMAN              AUTHOR:  RUBIO
                                                         VERSION: 4/9/12
          Analysis by:  Larry Baskett                    FISCAL:  YES
          Hearing date:  April 17, 2012


           
          SUBJECT:

          Procurement of transit supplies, equipment, and materials 

          DESCRIPTION:

          This bill increases the minimum value of supplies, materials, 
          and equipment purchases that Golden Empire Transit (GET) and 
          Sacramento Regional Transit (RT) may procure by a means other 
          than lowest, responsible bidder. 

           ANALYSIS:

          Existing law:


             1.   Requires the GET Board to seek at least three 
               quotations, written or oral, for any procurement over 
               $1,000.


             2.   Authorizes GET to award contracts for supplies, 
               equipment, and materials valued at $10,000 or more to the 
               lowest responsible bidder.


             3.   Authorizes GET to award contracts for individual fuel 
               orders valued at $15,000 or more to the lowest responsible 
               bidder.


             4.   Requires GET's bid request notices to be published in a 
               newspaper at least 10 days before the due date.  The GET 
               Board may choose to reject all bids and re-advertise or, on 
               a four-fifths vote, to bypass the next round of bidding and 
               instead make the purchase on the open market.






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             5.   Authorizes the RT Board to award contracts for supplies, 
               equipment, and materials valued at $40,000 or more to the 
               lowest responsible bidder.


             6.   Allows exceptions to the above requirements for 
               emergencies, as determined by a four-fifths vote of the 
               board. 


           This bill  :


             1.   Distinguishes between expenditures on new construction 
               and to which the changes in the bill do not apply, and 
               supplies, equipment, and materials to which the changes do 
               apply.


             2.   Removes the distinction between fuel and other supplies 
               for purposes of procurement for GET.


             3.   Relaxes the three-quotation minimum for procurements of 
               $2,500 to $100,000 from mandatory applicability to only 
               applying "to the extent practicable" for GET.


             4.   Authorizes the three-quotation minimum, applicable "to 
               the extent practicable," for procurements of $3,000 to 
               $100,000 for RT.


             5.   Changes the competitive process requirement from a 
               "lowest responsible bidder" standard for procurements over 
               $10,000 (GET) or $40,000 (RT) to a choice of a "best value" 
               or a "lowest responsible bidder" standard for procurements 
               over $100,000.


             6.   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."





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             7.   Requires that GET post notice of a request for bids on 
               the district's procurement Internet website, in addition to 
               the newspaper notice.


          
          COMMENTS:

              1.   Purpose  .  The intent of the bill is to accelerate 
               procurement for minor items, save procurement costs, and 
               benefit from a bid selection process that accounts for 
               value and not solely the lowest dollar amount.  The bill 
               would bring GET and RT into closer conformity with 
               contemporary procurement practices of similar agencies and 
               Federal Transit Administration (FTA) Simplified Acquisition 
               Procedures (SAP).  It is similar to SB 1687 (Murray), 
               Chapter 814, Statutes of 2006, as well as AB 116 (Beall), 
               Chapter 408, Statues of 2009, which dealt with other 
               transit districts.  GET estimates that the bill would save 
               the agency over $80,000 per year and would reduce by up to 
               6 weeks the procurement time for some items.


              2.   Accountability  .  Regarding the balance between 
               efficiency and accountability when awarding procurement 
               contracts, the increased monetary thresholds in the bill 
               give more discretion to each district's board and general 
               manager.  According to GET, the general manager could 
               decide upon procurement awards under the $100,000 threshold 
               ($10,000 in existing law) without GET Board approval.  In 
               the case of RT, the three-quote minimum is a new 
               authorization for RT.  In addition, the "best value" bid 
               evaluation allows more discretion, enabling more optimum 
               benefits from purchases in the long run. This puts a burden 
               on the board to ensure the discretion is exercised in an 
               evenhanded way.


              3.   Uniformity  .  The state has updated the procurement 
               practice requirements for some transit districts in this 
               way but not for others.  For example, the three-quote 
               minimum in the bill applies to amounts over $2,500 for GET, 
               which matches current law for Alameda-Contra Costa Transit 
               District, the Santa Clara Valley Transportation Authority, 
               the Golden Gate Bridge, Highway, and Transportation 




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               District, the San Mateo County Transit District, 
               Monterey-Salinas Transit District, and for others, while 
               for RT the bill's threshold is $3,000.  FTA recommended 
               procurement threshold for agencies receiving federal grants 
               are at $2,500 (and $100,000 for larger purchases, matching 
               this bill) but may be changing to $3,000 (and $150,000).


              4.   Permanence  .  The monetary thresholds in the bill are 
               fixed values and are not indexed to inflation.


          
          POSITIONS:  (Communicated to the committee before noon on 
          Wednesday, 
                     April 11, 2012)

               SUPPORT:  Golden Empire Transit District (sponsor)
                         Sacramento Regional Transit District

          
               OPPOSED:  None received.