BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  AB 1734
                                                                  Page  1

          Date of Hearing:   May 21, 2014

                        ASSEMBLY COMMITTEE ON APPROPRIATIONS
                                  Mike Gatto, Chair

                AB 1734 (Jones-Sawyer) - As Amended:  April 23, 2014 

          Policy Committee:                              JEDE Vote:6-0
                        A.&A.R.                                11-2


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

           SUMMARY  

          This bill requires each state agency to establish and achieve a  
          goal of 25 % small business (SB) participation and an annual  
          phased-in goal of 5 % disabled veteran business enterprises  
          (DVBE) participation in state contracting.  Specifically, this  
          bill:
           
          1)Requires the head of each agency responsible for meeting the  
            25 % (SB) annual goal to report to the Department of General  
            Services (DGS) on their agency's progress. Agencies that fail  
            to meet the 25 % goal are required to submit a corrective  
            action plan to DGS within 45 days of the close of any fiscal  
            year. DGS and the OSBA are required to assist agencies in  
            implementing their corrective action plans to the extent  
            feasible.

          2)Requires DGS to regularly monitor agencies' progress in  
            meeting the 25 % (SB) annual goal and regularly share related  
            information with the Office of the Small Business Advocate  
            (OSBA), including corrective action plans.  

          3)Requires DGS to collaborate with the OSBA to provide outreach  
            and actively promote SB certification.

          4)Clarifies that the SB provisions of this bill apply to the  
            University of California, the California State University, and  
            the California Community Colleges when contracting with state  
            funds.

          5)Increases the state's annual DVBE procurement participation  








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            goal to 5 % over a four year period as follows: 3.5 % in  
            Fiscal Year (FY) 2014-15, 4 % in FY 2015-16, 4.5% in FY  
            2016-17, and 5 % in FY 2017-18 and thereafter.

          6)Requires DGS to modify the existing DVBE incentive program to  
            provide for a higher incentive when the bid comes from a DVBE  
            than from a non-DVBE prime contractor that commits to using a  
            DVBE subcontractor.

          7)Requires the California Department of Veterans Affairs  
            (CalVet) to establish a system for tracking the effectiveness  
            of its efforts to promote the DVBE program and maintain  
            complete records of its promotional events, as specified.  
            Requires agency-level DVBE liaisons to track the impact of  
            their promotional events.

          8)Increases the advocacy and reporting responsibilities of the  
            California DVBE Program Advocate, a position appointed by the  
            Secretary of CalVet to oversee promotion of the DVBE program.

          9)Requires all state agencies to apply the existing SB/DVBE  
            contracting option to contracts under $100,000 and  
            construction contracts under $120,000.  Requires DGS, for  
            contracts over $100 million, to certify, prior to the issuance  
            of the bid request, that the awarding agency has met their  
            DVBE participation goals in two of the last three years and  
            will likely meet their DVBE goal in the current year.

           FISCAL EFFECT  

          1)General Fund administrative costs to the Department of Veteran  
            Affairs of $110,000 to $170,000 to survey newly certified  
            DVBEs and analyze data to determine whether program  
            participation is based on promotional efforts.

          2)General Fund administrative costs to DGS, likely in the tens  
            of thousands of dollars to update DVBE regulations, update the  
            State Contracting Manual, and produce training templates and  
            other documents. DGS would also incur IT costs to track DVBE  
            outcomes, likely in the range of $2 million. 

          3)Unknown GF and SF costs, in excess of $500,000, for the  
            workload associated with departments, including the California  
            State University system, the University of California system,  
            and community colleges, to prepare annual reports that include  








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            statistics regarding small business participation and  
            preparing the required corrective action and implementation  
            plans.

          4)To the extent the 25% small business requirement increases the  
            number of state contracts awarded to other than the low  
            bidder, state contracting costs will increase.  Given the  
            thousands of state contracts, the cost impact of the bill  
            could be in the tens of millions of dollars each year. 

           COMMENTS  

           1)Purpose  . Governors Arnold Schwarzenegger and Gray Davis issued  
            executive orders calling for  all state agencies to pursue an  
            annual 25% small business participation level in state  
            contracting.  According to the author, the state has rarely  
            achieved this goal in state procurement contracts since the  
            first executive order was issued in 2001.  According to the  
            author, codifying the executive order reinforces the state's  
            support in small businesses.  Further, a February 2014  
            California State Auditor (CSA) report recommended DGS and  
            CalVet focus on better and more consistent reporting,  
            increasing the number of DVBEs that participate in state  
            contracting, and heightening CalVet's role in performing  
            outreach.  This bill aims to address these findings, in part,  
            by increasing the DVBE participation goal from 3 % to 5 %.

           2)Background  . The Small Business Act, administered by DGS, was  
            implemented more than 30 years ago to establish a small  
            business preference within the state's procurement process  
            that would increase the number of contracts between the state  
            and small businesses.  In 1998, a DVBE component was added to  
            state procurement practices.   To be eligible to become a  
            certified DVBE, a business must be at least 51 % owned by a  
            disabled veteran, have its daily operations managed and  
            controlled by a disabled veteran, and be located in the United  
            States.  
             
            The Small Business Act states that it is the policy of the  
            State of California that the state aid the interests of small  
            businesses in order to preserve free competitive enterprise  
            and to ensure that a fair portion of the total purchases and  
            contracts of the state be placed with these enterprises.  The  
            statute further states that DVBE participation is strongly  
            encouraged to address the special needs of disabled veterans  








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            seeking rehabilitation and training through entrepreneurship  
            and to recognize the sacrifices of Californians disabled  
            during military service.   

            The DVBE program sets a goal for departments to expend a  
            minimum of 3 % of their overall contract dollars on DVBEs  
            certified by DGS. Departments that award contracts may meet  
            this goal by either contracting directly with certified DVBE  
            firms or requiring winning bidders to use them as  
            subcontractors. 

            According to an April 2014 DGS report, for the 2012-13 fiscal  
            year, the state awarded $9 billion in total contracts. Of this  
            amount, $2 billion (22.26 %) was awarded to small businesses  
            and $267 million (3.12 %) to DVBEs. 
           
          3)Prior legislation.  AB 550 (Brown) of 2013, similar to this  
            bill, codified the executive order establishing the 25% small  
            business participation goal.  The bill also made changes to  
            state procurement procedures for small business, including  
            microbusiness and DVBE participation rates.  This bill was  
            held on Suspense in this committee.
          
           
           Analysis Prepared by  :    Misty Feusahrens / APPR. / (916)  
          319-2081