BILL ANALYSIS                                                                                                                                                                                                    �



                                                                      



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          |SENATE RULES COMMITTEE            |                  SB 1510|
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                              UNFINISHED BUSINESS


          Bill No:  SB 1510
          Author:   Wright (D), et al.
          Amended:  5/2/12
          Vote:     21

           
           SENATE GOVERNMENTAL ORGANIZATION COMM  :  12-0, 04/10/12
          AYES:  Wright, Anderson, Berryhill, Calderon, Cannella, 
            Corbett, De Le�n, Hernandez, Padilla, Walters, Wyland, 
            Yee
          NO VOTE RECORDED:  Evans

           SENATE APPROPRIATIONS COMMITTEE  :  Senate Rule 28.8

           SENATE FLOOR  :  37-0, 5/14/12 (Consent) 
          AYES:  Alquist, Anderson, Berryhill, Blakeslee, Calderon, 
            Cannella, Corbett, Correa, De Le�n, DeSaulnier, Dutton, 
            Emmerson, Evans, Fuller, Gaines, Hancock, Harman, 
            Hernandez, Huff, Kehoe, La Malfa, Leno, Lieu, Liu, 
            Lowenthal, Negrete McLeod, Padilla, Pavley, Price, Rubio, 
            Simitian, Steinberg, Vargas, Walters, Wolk, Wright, Yee
          NO VOTE RECORDED:  Runner, Strickland, Wyland

           ASSEMBLY FLOOR  :  79-0, 8/22/12 - See last page for vote


           SUBJECT  :    Department of General Services:  small business 
          contracts

           SOURCE  :     California Small Business Association
                      Coalition of Small and Disabled Veteran 
          Businesses

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           DIGEST  :    This bill adds additional conditions under which 
          a certified small business or microbusiness is deemed to 
          perform a commercially useful function, which is required 
          in state contracts in which small business bidding 
          preferences are applied.  

           Assembly Amendments  also make the bill applicable to the 
          California Disabled Veteran Business Enterprise Program.

           ANALYSIS  :    Existing law:

          1.Requires the Director of General Services and the heads 
            of other state agencies that enter into contracts for the 
            provision of goods, services, and information technology 
            to establish goals for the participation of small 
            businesses in these contracts. 

          2.Establishes a five percent preference for bids made by 
            certified small businesses (CSB) and microbusiness for 
            the award of state procurement contracts, and permits 
            non-small businesses that sub-contract at least 25 
            percent of their contracts with small businesses, to 
            qualify for the small business bidders' preference.  

          3.Specifies that a CSB or microbusiness must perform a 
            "commercially useful function" in state contracts, and 
            imposes civil penalties on any person that knowingly and 
            fraudulently represents that a commercially useful 
            function is being performed by a CSB or microbusiness in 
            order to obtain or retain a bid preference or a state 
            contract. 

          4.Provides that a CSB or microbusiness is deemed to perform 
            a commercially useful function if the business does all 
            of the following:

             A.   Is responsible for execution of a distinct element 
               of the work of the contract.
             B.   Fulfills its duty by actually performing, managing, 
               or supervising the work.
             C.   Performs work that is normal for its business 
               services and functions.
             D.   Is not subcontracting a portion of the work to an 

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               extent greater than expected to be subcontracted by 
               normal industry practices. 

          1.Specifies that a contractor, subcontractor, or supplier 
            will not be considered to perform a commercially useful 
            function if its role is limited to that of an extra 
            participant in a transaction, contract, or project 
            through which funds are passed in order to obtain the 
            appearance of CSB or microbusiness participation.

          This bill:

          1.Tightens the bidder requirements for demonstrating that a 
            small business, microbusiness or disabled veteran owned 
            business (DVBE) will serve a commercially useful function 
            (CUF) in carrying out a state contract. By meeting the 
            CUF requirements, a bidder may claim a bid preference on 
            competitive state contract awards. 

          2.Specifically, this bill expands the CUF requirements to 
            include demonstrating that the small business, 
            microbusiness or DVBE has responsibility for negotiating 
            price, determining quality and quantity, ordering, 
            installing, if applicable, and making payment for the 
            products, inventories, materials, and supplies required 
            for the contract. 

           Background
           
          According to the author's office, this bill clarifies and 
          strengthens existing laws pertaining to two key terms 
          relating to small businesses bidding on state contracts in 
          order to stop the practice of using sham small businesses 
          to get state contracts.  

           Getting the contract but not doing the work  .  The five 
          percent bid preference on state contracts for CSBs is often 
          enough to make a difference in the awarding of a contract 
          for the provision of goods or services.  Large businesses 
          that subcontract at least 25 percent of their contracts 
          with CSBs also qualify for this five percent bidders' 
          preference. 

          The author and the sponsors state that, although existing 

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          law requires a CSB to perform a CUF in a state contract 
          where the bid preference was applied, the CUF rules are 
          exploited in practice, resulting in awarding of contracts 
          to firms that have misrepresented the CSB status of 
          contractors or subcontractors, or the actual work done by 
          the CSB on the contract. 

          "  Normal industry practices  ."  Among the conditions that a 
          CSB must meet in order to perform a CUF on a state contract 
          requires a CSB not to subcontract a portion of the work to 
          an extent greater than expected to be subcontracted by 
          normal industry practices.

          The sponsors complain of instances in which CSBs enter into 
          brokering arrangements that enable the CSB to schedule 
          deliveries and provide customer service duties, but these 
          CSBs actually contract with a large company for warehousing 
          and actual delivery of the product.  Although this might 
          fall within "normal industry practice," this arrangement 
          does not represent a "commercially useful function" because 
          the CSB has no employees, no overhead, and was only made a 
          party to the contract to take advantage of the five percent 
          bid preference. 

          The sponsors state that these business arrangements serve 
          to place legitimate CSBs at a competitive disadvantage, and 
          are contrary to the intent of the Small Business 
          Procurement and Contracting Act.

          Therefore, this bill would enact an additional CUF 
          condition requiring that the CSB be responsible, with 
          respect to materials and supplies required for the 
          contract, for negotiating price, determining quality and 
          quantity, ordering material, installing, if applicable, and 
          paying for the material itself.

           Proposed DGS regulations  .  This bill contains a provision 
          that the Department of General Services (DGS) has 
          promulgated in draft regulations governing commercially 
          useful functions that apply specifically to DVBE.  The 
          regulations add a provision that is contained in this bill, 
          namely one that requires the DVBE to:

               "?be responsible, with respect to materials and 

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               supplies required for the contract, for negotiating 
               price, determining quality and quantity, ordering 
               material, installing (when applicable), and paying for 
               the material itself." 

           Pass-through companies  .  This bill would add a condition to 
          CUF statute requiring a CSB to be responsible for the 
          accounts receivable of the business, and prohibiting the 
          prime contractor from directly or indirectly controlling 
          the accounts receivable of the CSB.

          This bill incorporates provisions included in federal 
          legislation proposed in 2010, which declares that "an 
          entity is a pass-through business with respect to another 
          business when the accounts receivable of the business is 
          directly or indirectly controlled by such other business." 

          These provisions are designed to tighten the rules to 
          eliminate the practice of using certified small businesses 
          as "pass-throughs," whereby the CSB's day-to-day 
          involvement in performing under the contract is essentially 
          non-existent, yet these brokering arrangements ultimately 
          benefit the large vendor who is using the small business as 
          its pass-through in order to gain the five percent bidding 
          preference.

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

           SUPPORT  :   (Verified  4/30/12) (unable to reverify at time 
          of writing)

          California Small Business Association (co-source) 
          Coalition of Small and Disabled Veteran Businesses 
          (co-source) 
          California Black Chamber of Commerce (per Senate 
          Governmental                                      
          Organization Committee analysis)
          California Small Business Association
          Coalition of Small and Disabled Veteran Businesses

           ARGUMENTS IN SUPPORT  :    Supporters write that this bill 
          would clarify and strengthen the five CUF requirements that 
          define "responsible bidder" with respect to materials and 

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          supplies required for a contract.  They state that the bill 
          would also address the situation where there is joint 
          control of the accounts receivable via a lockbox, the 
          product is invoiced, but payments are not made by the 
          certified small business. In this instance, the company is 
          merely a "pass-through" and is non-CUF compliant.   


          ASSEMBLY FLOOR  :  79-0, 8/22/12
          AYES:  Achadjian, Alejo, Allen, Ammiano, Atkins, Beall, 
            Bill Berryhill, Block, Blumenfield, Bonilla, Bradford, 
            Brownley, Buchanan, Butler, Charles Calderon, Campos, 
            Carter, Cedillo, Chesbro, Conway, Cook, Davis, Dickinson, 
            Donnelly, Eng, Feuer, Fletcher, Fong, Fuentes, Furutani, 
            Beth Gaines, Galgiani, Garrick, Gatto, Gordon, Gorell, 
            Grove, Hagman, Halderman, Hall, Harkey, Hayashi, Hill, 
            Huber, Hueso, Huffman, Jeffries, Jones, Knight, Lara, 
            Logue, Bonnie Lowenthal, Ma, Mansoor, Mendoza, Miller, 
            Mitchell, Monning, Morrell, Nestande, Nielsen, Norby, 
            Olsen, Pan, Perea, V. Manuel P�rez, Portantino, Silva, 
            Skinner, Smyth, Solorio, Swanson, Torres, Valadao, 
            Wagner, Wieckowski, Williams, Yamada, John A. P�rez
          NO VOTE RECORDED:  Roger Hern�ndez


          DLW:n   8/22/12   Senate Floor Analyses 

                         SUPPORT/OPPOSITION:  SEE ABOVE

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