BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  AB 1575
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          Date of Hearing:   March 12, 2014

           ASSEMBLY COMMITTEE ON ACCOUNTABILITY AND ADMINISTRATIVE REVIEW
                                 Jim Frazier, Chair
                   AB 1575 (Pan) - As Introduced:  January 30, 2014
           
          SUBJECT  :   Public contracts for services: reports: termination  
          of service contracts

           SUMMARY  :   Requires contractors for services to provide the  
          state agency's contracting official with quarterly reports about  
          performance and expenses, and sets criteria for contract  
          termination.    Specifically,  this bill  :  

          1)Requires service contracts to include performance criteria and  
            cost parameters;
          2)Requires contractors to submit quarterly reports to the state  
            agency's contracting official on the contractor's compliance  
            with the performance criteria and actual costs incurred;
          3)Allows for the service contract to be cancelled if the  
            contractor fails to comply with performance criteria and if  
            annual costs exceed those established by the contract; and
          4)Allows for the cancellation of the contract if the contractor  
            fails to comply with all applicable local, state, and federal  
            laws, regulations, and statutes. 

           EXISTING LAW  specifies the various responsibilities of the  
          Department of General Services (DGS) and other state agencies in  
          overseeing and implementing state contracting procedures and  
          policies.

           FISCAL EFFECT  :   Unknown

           COMMENTS  :   This bill sets additional requirements for service  
          contracts related to contract terms, reporting, and grounds for  
          cancellation.  According to the sponsor, the American Federation  
          of State, County and Municipal Employees (AFSCME), this bill  
          "would hold outsourced public service providers accountable for  
          their actions" and protect state agencies.  

          For contract terms, this bill requires contracts to include  
          performance criteria and cost parameters.  According to DGS,  
          such elements are generally already included in service  
          contracts as they specify the "scope of work" as well as the  
          "maximum dollar amount" of the agreement.  The State Contracting  








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          Manual (SCM), which is created by DGS and serves as a resource  
          for state agencies that contract, notes the importance of  
          clearly defining the expected work and maximum amounts.   
          Additionally, these categories are part of the Standard  
          Agreement form used when state agencies and contractors enter  
          into agreements.  This bill would codify these requirements in  
          the Public Contract Code.

          This bill requires service contractors to report quarterly on  
          performance criteria and actual costs incurred.  According to  
          DGS, some service contracts include reporting requirements while  
          others do not.  Requiring such reporting is generally at the  
          discretion of the state agencies when they enter contracts.   
          While some of these quarterly reports may duplicate information  
          that is already included in contractors' invoices to state  
          agencies, the quarterly reports (especially for high-cost  
          contracts) could provide details that would allow state agencies  
          to better oversee their contractors.

          In addition to terms and reporting changes, this bill specifies  
          grounds for contract cancellation. Specifically, it states that  
          the contract can be cancelled if the contractor fails to comply  
          with performance criteria, exceeds annual costs established by  
          the contract, or fails to comply with all applicable local,  
          state, and federal laws, regulations, and statutes.  According  
          to DGS, agreements between state agencies and contractors  
          specify expectations and the state can generally terminate the  
          contract for cause if the contractor is not performing or if  
          illegal acts occur.  The SCM specifies how state contract  
          managers should address problems concerning contractor's  
          performance.  This process involves notifying a contractor in  
          writing about performance concerns with the explanation that if  
          the deficiency is not corrected, the agency will terminate the  
          contract.  Additionally, the state can dispute invoices and not  
          pay for those billed beyond the maximum agreed upon contract  
          amount.     

           SUGGESTED AMENDMENTS  :   

          The committee staff is suggesting minor clarifying amendments.   
          Specifically, staff recommends removing "costs incurred" on page  
          2, line 1, and replacing it with "amounts billed to the state  
          agency." This change is recommended since service contracts are  
          often structured to cover specified amounts for services and not  
          necessarily reimbursements for contractors' costs.  In line with  








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          this change, staff recommends removing "costs" on page 2, line  
          3, and replacing it with "charges" instead.

          Additionally, staff recommends adding "related to the contract"  
          on page 2, line 6, after the word "statutes."  This would  
          clarify that the violation would have to be related to the  
          contract, and not some other instance of non-compliance by the  
          contractor.              

           REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           
          AFSCME (Sponsor)
          California Labor Federation

           Opposition 
           
          None on file
           
          Analysis Prepared by  :    Scott Herbstman / A. & A.R. / (916)  
          319-3600