BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  AB 1581
                                                                  Page  1

          Date of Hearing:   May 7, 2014

                        ASSEMBLY COMMITTEE ON APPROPRIATIONS
                                  Mike Gatto, Chair

                  AB 1581 (Buchanan) - As Amended:  April 10, 2014 

          Policy Committee:                              EducationVote:7-0

          Urgency:     No                   State Mandated Local Program:  
          Yes    Reimbursable:              Yes

           SUMMARY  

          This bill requires school districts entering into specified  
          school building lease contracts to comply with the requirements  
          to prequalify and rate prospective bidders, if the project is  
          funded with state bond funds, the expenditure for the project is  
          $1 million or more, and the average daily attendance (ADA) of  
          the school district is more than 2,500.  Specifically, this  
          bill:

          1)Specifies that if a lease-leaseback project or a lease-to-own  
            project is funded by state school facilities bond funds and  
            the project is $1 million or more, the person, firm or  
            corporation that constructs the building, including, but not  
            limited to, the prime contractor and if used, the electrical,  
            mechanical, and plumbing subcontractor, shall be required to  
            comply with the prequalification requirements, including the  
            requirement to complete and submit a standardized  
            prequalification questionnaire and financial statement that is  
            verified under oath and is not a public record.  

          2)Specifies the requirement for a governing board of a school  
            district to adopt and apply a uniform system of rating bidders  
            on the basis of the completed questionnaires and financial  
            statements applies to a person, firm, or corporation that  
            constructs a building specified in the lease-leaseback and  
            lease-to-own sections of the law.  

          3)Authorizes a school district to require the completed  
            questionnaire and financial statement for prequalification to  
            be submitted more than 10 business days prior to the fixed  
            date for the public opening of sealed bids.  Authorizes a  
            school district to require a bidder to be prequalified more  








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            than five business days prior to the fixed date.

          4)Specifies that "bidders" include a prime contractor that is  
            either a general engineering contractor or a general building  
            contractor as defined in Section 7056 and 7057, respectively,  
            of the Business and Professions Code, and if utilized, each  
            electrical, mechanical and plumbing contractor, whether as a  
            prime contractor or as a subcontractor.  

          5)Authorizes a school district to require the list of  
            prequalified general contractors and electrical, mechanical,  
            and plumbing subcontractors to be made available more than  
            five business days prior to the fixed dates for the public  
            opening of sealed bids.  

          6)Specifies that the provisions of this bill apply only to  
            contracts awarded on or after January 1, 2015


           FISCAL EFFECT  

          1)Unknown, state-reimbursable General Fund/Proposition 98 costs  
            to school districts to establish or modify a prequalification  
            process.  Most districts have an established prequalification  
            process pursuant to existing law governing public works  
            contracts utilizing state facility bond funds. Additionally,  
            some districts, such as Los Angeles Unified School District,  
            already require a prequalification process for lease-leaseback  
            and lease-to-own contracts. Additional costs would be incurred  
            to address appeals from contractors denied qualification. For  
            example, if this process added 0.1% to project costs, for  
            every $100 million in state-funded school construction  
            projects, state mandated costs would be $100,000.

          2)Minor/absorbable costs to the Office of Public School  
            Construction as the bill clarifies existing law and practice  
            related to lease-leaseback agreements.

           COMMENTS 

           1)Purpose.  Under current law, school districts are required to  
            competitively bid any public works contract over $15,000 and  
            award the contract to the lowest responsible bidder.  AB 1565  
            (Fuentes), Chapter 808, Statutes of 2012, requires, until  
            January 1, 2019, school districts using state school  








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            facilities bond funds to establish a prequalification process  
            whereby a prospective bidder, and any electrical, mechanical  
            and plumbing subcontractors, of a public works contract with a  
            projected expenditure of $1 million or more, is required to  
            complete a standardized questionnaire provided by the district  
            and submit a financial statement.  

            This bill clarifies that the entity constructing a building,  
            and if utilized, an electrical, mechanical, and plumbing  
            subcontractor, under a lease-leaseback and lease-to-own  
            contract must comply with the prequalification process if the  
            project meets the requirements specified in AB 1565 (the  
            school district has more than 2,500 ADA, is using state bond  
            funds, and the project is $1 million or more).  

            According to the sponsor, the State Building and Construction  
            Trades Council, unqualified contractors cut corners that  
            produce defects and cost overruns, violate prevailing wage law  
            and create an unsafe working condition for workers.   
            Prequalification can provide useful information to school  
            districts required to accept the lowest responsible bidder on  
            public works contracts. Some school districts have been  
            advised that prequalification only applies to "bidders," and  
            as there are no "bidders" in a lease-leaseback process,  
            prequalification does not apply.  This bill clarifies that  
            prequalification was intended to apply to any school facility  
            project that uses state bond funds.  

           2)Background  . Current law authorizes school districts to design  
            their own questionnaire, but requires the questionnaire to  
            cover the issues contained in the standardized questionnaire  
            and model guidelines for rating bidders developed by the DIR.   
            The questionnaire may require contractors to provide  
            information regarding the company and its financial status,  
            including bankruptcy or civil lawsuits; licensing information;  
            prior contracting experience; and violation of federal, state  
            or local laws, including prevailing wage.  

            Lease-leaseback allows a school district, without advertising  
            for bid, to rent district property for a minimum of $1 a year,  
            to any person, firm or corporation.  The person, firm or  
            corporation constructs the school building and rents the  
            facility back to the school district.  At the end of the  
            lease, the district resumes title to the building and site.   
            In practice, some school districts have used state and local  








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            bond funds to make construction payments during construction.   
            The lease is terminated when the building is constructed.  

            In a lease-to-own agreement, the school district, through a  
            bidding process, may enter into a contract with a person,  
            firm, or corporation with the lowest bid, under which that  
            entity that receives the contract will construct the building  
            on a designated site and lease the property to the school  
            district.  The school district gets the title at the end of  
            the lease.  


           Analysis Prepared by  :    Misty Feusahrens / APPR. / (916)  
          319-2081