BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  AB 1857
                                                                  Page  1

          CONCURRENCE IN SENATE AMENDMENTS
          AB 1857 (Frazier)
          As Amended  August 22, 2014
          Majority vote
           
           ----------------------------------------------------------------- 
          |ASSEMBLY:  |60-14|(May 27, 2014)  |SENATE: |33-1 |(August 27,    |
          |           |     |                |        |     |2014)          |
           ----------------------------------------------------------------- 
            
           Original Committee Reference:    TRANS.  

           SUMMARY  :  Establishes a pilot program at Department of General  
          Services (DGS) to test the effectiveness of the "best value"  
          procurement method for purchasing and equipping heavy mobile  
          fleet vehicles and special equipment for the California  
          Department of Transportation (Caltrans).  Specifically,  this  
          bill  :  

          1)Defines best value procurement as a contract award determined  
            by objective criteria related to price, features, functions,  
            and life-cycle costs.  

          2)Authorizes DGS to purchase and equip heavy mobile fleet  
            vehicles and special equipment using best value procurement  
            using criteria and specifications developed in consultation  
            with Caltrans.  

          3)Provides criteria for solicitation document specifications,  
            bids, evaluation criteria, and bidder inquiry responses.  

          4)Limits the total value of vehicles and equipment purchased  
            through best value procurement to $20 million annually.  

          5)Requires DGS to prepare an evaluation of the best value  
            procurement pilot, including a recommendation on whether the  
            process should be continued, and requires Caltrans to post  
            evaluation results on its Internet Web site on or before June  
            30, 2020.  

          6)Sunsets and repeals these provisions on January 1, 2021.  

           The Senate amendments  provide that DGS, rather than Caltrans, is  
          to conduct the best value procurement pilot.  Additionally, the  
          amendments extend the duration of the pilot an additional two  








                                                                  AB 1857
                                                                  Page  2

          years so that the results of pilot can be better analyzed.   
           
           FISCAL EFFECT  :  Unknown

           COMMENTS  :  The majority of public sector contracts in California  
          are awarded strictly on a low-bid basis where the contractor  
          submitting the lowest responsive and responsible bid is awarded  
          the contract.  While the low-bid procurement system has a  
          long-standing legal precedence and has promoted open  
          competition, there are concerns that a system based strictly on  
          the lowest price does not provide the best overall product value  
          and can result in higher costs over the long-term.  

          In California, DGS sets the state procurement policies and  
          provides purchasing services for all state departments.  In  
          certain circumstances, however, DGS delegates purchasing  
          authority to individual state departments as it has with  
          Caltrans for the procurement of heavy mobile fleet vehicles and  
          special equipment.  

          According to the author, the current low-bid procurement method  
          forces Caltrans, when purchasing heavy mobile fleet vehicles and  
          special equipment, to select the lowest bidder regardless of  
          whether or not the equipment being purchased performs better,  
          gets better gas mileage, has fewer GHG emissions, has improved  
          warranties, or has higher salvage or resale value.  The author  
          argues that as a result, Caltrans is often forced to work with  
          less than adequate equipment, unreliable suppliers, limited  
          warranties and performance, and higher than normal maintenance  
          costs.  This, in turn, increases costs and adversely affects  
          Caltrans' ability to operate at peak performance to complete  
          critical work with minimal disruption to the travelling public.   


          The author amended this bill to allow DGS, in consultation with  
          Caltrans, to test a system of procuring and equipping heavy  
          mobile fleet vehicles and special equipment using a "best value"  
          procurement method.  Specifically, this bill will allow DGS,  
          until January 1, 2021, to solicit bids and procure heavy mobile  
          fleet vehicles and special equipment based on a number of  
          factors including price.  These factors include warranty, repair  
          costs, maintenance costs, fuel consumption, salvage values,  
          product performance, productivity, safety standards, ability of  
          a supplier to perform to contract requirements, and  
          environmental benefits including reduction of GHG emissions, air  








                                                                 AB 1857
                                                                  Page  3

          pollutants, or toxic or hazardous materials.  This bill also  
          requires DGS to disclose the minimum requirements for  
          qualification in a "best value" procurement solicitation that is  
          provided to prospective bidders and to weigh the evaluation  
          factors along with price when selecting a successful bidder.   
          This bill limits purchases using this method to a total $20  
          million annually and requires DGS to evaluate the effectiveness  
          of the pilot, including a recommendation on whether or not the  
          process should be continued at Caltrans.  The DGS evaluation  
          must be prepared on June 1, 2020, and is required to be posted  
          on Caltrans Internet Web site on or before June 30, 2020.  

          Best value procurement is not new.  A literature search revealed  
          that a number of other states allow for bidding process similar  
          to the "best value" procurement process described in this bill.   
          In fact, according to the National Association of State  
          Procurement Officials' (NASPO) 2011-12 Survey of State  
          Procurement Practices, 34 states use life-cycle costing, e.g.,  
          taking into account costs of owning and operating the product,  
          in determining awards to vendors.  Additionally, California has  
          long allowed for similar weighing of factors in addition to  
          price in solicitations when procuring Information Technology  
          goods and services.  

          This bill is similar to AB 2403 (Smyth), Chapter 495, Statutes  
          of 2008, which despite being passed by the Legislature and  
          signed by the Governor, was not enacted because it was joined to  
          a bill that was vetoed (AB 2560 (Lieu) of 2008) by then Governor  
          Schwarzenegger.  This bill is identical to AB 2403 except that  
          this bill provides for DGS to conduct the procurement, extends  
          the pilot, updates reporting dates, and increases the amount  
          available for procurement under the pilot from $15 million to  
          $20 million.  


           Analysis Prepared by  :   Victoria Alvarez / TRANS. / (916)  
          319-2093 


                                                               FN: 0005395