BILL ANALYSIS                                                                                                                                                                                                    �




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


          SB 975 (Lieu) - Service contracts: legal compliance.
          
          Amended: March 17, 2014         Policy Vote: GO 7-2
          Urgency: No                     Mandate: Yes
          Hearing Date: May 23, 2014      Consultant: Mark McKenzie
          
          SUSPENSE FILE.  AS AMENDED.


          Bill Summary: SB 975 would require bidders on state contracts  
          for services to affirmatively pledge compliance with applicable  
          state taxes, and laws and regulations related to health and  
          safety, labor and employment, and licensing, under penalty of  
          perjury.

          Fiscal Impact: (As approved May 23, 2014)
              Likely minor costs to include a standard form in bid  
              documents for bidders to affirmatively pledge compliance  
              with state laws and regulations (General Fund).

              Unknown costs to the Department of General Services (DGS)  
              and state contracting agencies related to increased bid  
              protests, to the extent bill provides grounds for challenges  
              to bids and contracts (General Fund, various special funds).  
               See staff comments.

          Background: Existing law establishes rules governing procurement  
          and contracting by state agencies, including general  
          requirements for competitive bidding on contracts for  
          construction projects, goods, services, and information  
          technology.  Government Code 19130 provides that personal  
          service contracting is permissible to achieve cost savings if  
          the contracting agency clearly demonstrates that the proposed  
          contract will result in actual overall cost savings to the state  
          after considering specified conditions.

          Government Code 19131 provides that any state agency proposing  
          to execute a contract shall notify the State Personnel Board.   
          All organizations that represent state employees who perform the  
          type of work to be contracted, and any person or organization  
          which has filed a request for notice with the board, shall be  
          contacted immediately and given a reasonable opportunity to  








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          comment on the proposed contract.  Any employee organization may  
          request that the board review any contract proposed or executed  
          pursuant to the Government Code noted above within ten days of  
          notification.

          Proposed Law: SB 975 would require bidders for state services  
          contracts to complete a form, signed under penalty of perjury,  
          pledging compliance with applicable state taxes, all laws and  
          regulations relating to health and safety, labor and employment,  
          and licensing relevant to the bidder's employees, worksite, bid,  
          and contract.  The bill would also prohibit DGS and state  
          agencies from awarding a contract to either of the following:
                 A bidder that fails to complete the specified form  
               pledging compliance with applicable laws and regulations.
                 A bidder with an adjudicated record of repeated  
               noncompliance with those applicable state laws and  
               regulations.

          Staff Comments: By requiring bidders to sign a pledge of  
          compliance, under penalty of perjury, with applicable state  
          taxes, laws, and regulations, and prohibiting DGS and state  
          agencies from contracting with bidders with an adjudicated  
          record of repeated noncompliance with those laws and  
          regulations, this bill is likely to result in an increase in bid  
          protests.  DGS would incur additional costs to conduct protest  
          hearings, and contracting agencies would incur costs to defend  
          proposed awards.  The magnitude of these costs would depend on  
          the number and complexity of protests.  Recent data indicates  
          that current estimated costs for DGS to administer the protest  
          process are in the range of $150,000 to $200,000 per year.   
          Costs incurred by contracting agencies to research and defend  
          bid awards in protest proceedings vary widely among individual  
          cases.  Additional costs related to this bill are unknown, but  
          likely minor (less than $50,000) for DGS to conduct additional  
          protest hearings.  Additional costs incurred by contracting  
          agencies are indeterminable and would depend upon the complexity  
          and factors of an individual case.  Time that a contracting  
          agency's staff spends on a bid protest (research, analysis,  
          argument, and testimony) may substantially exceed the time that  
          DGS staff dedicates to the conduct of proceedings.  

          Additional bid protests could delay the award of contracts by  
          1-3 months, which could result in costs if the delayed contract  
          is projected to result in savings to the contracting agency.   








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          Also, if there is a bid protest, and the winning bidder is  
          disqualified, the contract would likely be awarded to another  
          bidder at a higher cost to the state.

          Although the bill prohibits DGS and state agencies from awarding  
          contracts to a bidder with an adjudicated record of repeated  
          noncompliance with specified laws and regulations, it would be  
          difficult and time-consuming for a state agency to investigate a  
          bidder's record.  It is more likely that an agency would require  
          bidders to certify in bid documents that there is no record of  
          repeated noncompliance.

          Author's amendments would move the contents of the bill from the  
          Public Contract Code to the Government Code, relating to  
          personal services contracts.