BILL ANALYSIS                                                                                                                                                                                                    �




                   Senate Appropriations Committee Fiscal Summary
                            Senator Kevin de Le�n, Chair


          AB 2726 (Daly) - University of California: real property sales.
          
          Amended: March 28, 2014         Policy Vote: GO 6-3
          Urgency: No                     Mandate: No
          Hearing Date: August 4, 2014                            
          Consultant: Mark McKenzie       
          
          This bill does not meet the criteria for referral to the  
          Suspense File. 

          
          Bill Summary: AB 2726 would authorize the University of  
          California (UC) to sell properties valued at less than $1  
          million without following specified procedures that require  
          public notice of the sale to bidders and public acceptance of  
          the sealed bid that offers the best combination of price and  
          terms.  UC is currently exempt from these competitive bidding  
          requirements when selling properties valued at $500,000 or less.

          Fiscal Impact: 
              Unknown overall administrative savings to UC, potentially  
              several hundred thousand dollars annually, by exempting  
              sales of properties valued between $500,000 and $1 million  
              from specified public notice, sealed bid, and public  
              acceptance of offers procedures. 

              Unknown overall impact on net UC revenues derived from  
              property sales.  There could be revenue gains by increasing  
              the public notice and sealed bid thresholds, and by  
              streamlining sales of foreclosed properties.  Revenue  
              impacts related to provisions that authorize consideration  
              of bidder qualifications in the sealed bid process are  
              unknown.  (see staff comments)

          Background: The UC is only subject to legislative control for  
          specified purposes, including statutes that prescribe  
          competitive bidding requirements related to construction  
          contracts, sales of real property, and purchasing materials,  
          goods, and services.  When selling property with an estimated  
          value that exceeds $500,000, the regents of the UC must give  
          public notice to bidders by publishing a minimum of six notices  
          in newspapers between 2 and 12 weeks prior to the day set to  








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          receive sealed bids, as specified.  Existing law requires the UC  
          to open the sealed bids on the date designated in the public  
          notice, and accept in public the bid that offers the best  
          combination of price and terms deemed to be in the university's  
          best interest, or reject all bids.  If the successful bidder  
          fails to perform under the terms, the regents may accept the bid  
          that offers the best combination of price and terms from the  
          remaining bids, without further notice.

          Existing law exempts UC from these publication and award  
          procedures for the following property sales: sales of fractional  
          ownership interests; sale of a right of use in property;  sales  
          of property subject to specified restrictions, disposition of  
          property acquired through power of sale through a deed of trust;  
          sales of public lands under the direction of a federal agent;  
          sales to persons who will dedicate the property to public use;  
          sales of properties acquired through eminent domain; and  
          exchanges to acquire property for university purposes.

          Proposed Law: AB 2726 would revise the procedures that UC must  
          follow when selling property.  Specifically, this bill would:
                 Authorize UC to sell property with an estimated value of  
               $1 million or less (rather than $500,000 or less) without  
               following specified requirements to publicly notice the  
               sale, acceptance of sealed bids, and publicly award to the  
               bidder offering the best terms and price.
                 Authorize UC to consider a bidder's qualifications,  
               including the ability to complete a transaction and secure  
               development entitlements, and in addition to price and  
               terms, when accepting a sealed bid that it deems in the  
               best interests of the university.
                 Exempt the following sales of UC property from the  
               specified publication and award procedures: properties  
               acquired through foreclosure, deed in lieu of foreclosure,  
               and transactions when a property is accepted in settlement  
               of a defaulted mortgage or legal settlement.

          Related Legislation: AB 738 (Papan), Chap. 576/1997, established  
          the current $500,000 limit on the estimated value of real  
          properties owned by UC that must be sold through the specified  
          public notice, sealed bid, and competitive award procedures.

          Staff Comments: To the extent properties valued between $500,000  
          and $1 million are not subject to the public notice and sealed  








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          competitive bid procedures, there could be an increase in the  
          number of responsive buyers, likely resulting in increased  
          competition and higher sales prices.  In addition, there could  
          be administrative savings and potential higher sales prices  
          related to provisions that exempt from the public notice and  
          sealed competitive bid procedures the sale of properties  
          acquired through foreclosure, deed in lieu of foreclosure, and  
          transactions when a property is accepted in settlement of a  
          defaulted mortgage or legal settlement.  UC estimates that  
          revenue gains could be in the hundreds of thousands of dollars  
          annually.

          The revenue impact of provisions that authorize UC to consider a  
          bidder's qualifications when choosing a winning bid is unknown.   
          This additional criterion would allow UC to prequalify bidders  
          and allow them to demonstrate their ability to close  
          transactions and obtain development entitlements, and describe  
          conditions for closing escrow and planned approaches to  
          entitling the property.  Consideration of these additional  
          factors, apart from price and specific terms, could be  
          advantageous to the university.  Staff notes that this could  
          result in administrative savings and intangible benefits, but  
          could also result in a lower sales price to the extent other  
          factors are deemed by the UC to be more important than highest  
          price.