BILL ANALYSIS                                                                                                                                                                                                    



                                                                  SB 563
                                                                  Page  1

          Date of Hearing:   June 26, 2001
          Counsel:        Lucy Armendariz


                         ASSEMBLY COMMITTEE ON PUBLIC SAFETY
                               Carl Washington, Chair

                      SB 563 (Morrow) - As Amended:  May 1, 2001


           SUMMARY  :  Makes changes recommended by the California Law  
          Revision Commission to the emergency rulemaking authority of the  
          Department of Corrections (CDC).  Specifically,  this bill  :

          1)Adds a definition of "pilot program".

          2)Specifies that procedures for adopting a pilot program and  
            emergency regulations also apply to the amendment or repeal of  
            such regulations.

          3)Extends the period for Office of Administrative law review of  
            an emergency regulation justified by the CDC on the basis of  
            its operational needs, rather than on the basis of an  
            emergency.

           EXISTING LAW  :

          1)Provides that the Director of the CDC is vested with the  
            supervision, management and control of the state prisons and  
            is responsible for the care, custody, treatment, training,  
            discipline and employment of a person confined in those  
            prisons.  The Director may prescribe rules and regulations for  
            the administration of the prisons.  (Penal Code Sections 5054  
            and 5058.)

          2)Provides that, in general, all regulations shall be adopted  
            pursuant the Administrative Procedures Act, but exempts from  
            that requirement CDC regulations relating to pilot programs or  
            to imminent danger, as specified, and also exempts emergency  
            regulations from certain requirements of the Administrative  
            Procedures Act.  (Penal Code Section 5058.)

          3)Generally provides that state agency rulemaking is subject to  
            the requirements, including notice, hearing, and review by the  
            Office of Administrative Law, of the Administrative Procedure  








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            Act.  (Government Code Sections 11340 - 11359.)

           FISCAL EFFECT  :   Unknown

           COMMENTS  :   
           
          1)Author's Statement  :  According to the author, "In general,  
            administrative rulemaking is subject to the procedures  
            specified in the Administrative Procedure Act.  In recognition  
            of the unique operational circumstances faced by the CDC,  
            Penal Code Section 5058 provides special streamlined  
            rulemaking procedures applicable to regulations relating to  
            the administration of prisons and parole. 

          "In response to suggestions that the CDC had overused the  
            streamlined procedures, the California Law Revision Commission  
            studied Penal Code Section 5058 and its application.  The  
            Commission did not reach a conclusion as to whether the  
            emergency rulemaking procedure had been overused, but did  
            identify a number of ways that Penal Code Section 5058 could  
            be improved.  SB 563 would implement these improvements.  The  
            principal substantive changes from existing law would be:

             a)   "The term 'pilot program' would be defined.  This will  
               clarify the scope of the pilot program exemption from  
               rulemaking procedures.

             b)   "When using the emergency rulemaking procedure to  
               address urgent operational needs (rather than to address an  
               emergency), the CDC would prepare a written statement  
               explaining why its operational needs require use of the  
               emergency rulemaking procedure.  This would address some  
               concerns about whether use of the procedure is justified.

             c)   "Ordinarily, an emergency regulation is reviewed by the  
               Office of Administrative Law (OAL) for 10 calendar days  
               before it becomes effective.  That review would be extended  
               to 20 calendar days for emergency regulations adopted on  
               the basis of the CDC's operational needs.  This would not  
               significantly delay implementation of the regulations, but  
               would significantly increase the opportunity for public  
               comment and the time available for review by the OAL.

            "None of these changes would affect the streamlined procedures  
            for rulemaking in the face of actual emergency or imminent  








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            danger."

           1)Origin of This Bill  :  The California Law Revision Commission  
            is required to study, and is limited to studying, those topics  
            approved for its study by concurrent resolution of the  
            Legislature.  ACR 17 (Wayne), Chapter 81, Statutes of 1999,  
            contained the following as a continuing study topic:  "(11)  
            Whether there should be changes to administrative law;".

          As part of that ongoing study, the Commission issued a Preprint  
            Recommendation in October 2000 on "Rulemaking Under Penal Code  
            Section 5058" which contains the following:

          "As a general matter, rulemaking by a state agency is governed  
            by the Administrative Procedure Act.  Penal Code Section 5058  
            provides special procedures for rulemaking by the CDC.  The  
            Law Revision Commission has studied the provisions of Penal  
            Code Section 5058 that govern pilot program regulations and  
            emergency rulemaking, and recommends a number of minor  
            improvements to those provisions.  The recommended changes  
            would do the following:

             a)   "Define 'pilot program' for the purposes of the special  
               procedures governing pilot programs.

             b)   "Make it clear that the special procedures for adopting  
               a pilot program regulation also apply to the amendment or  
               repeal of a pilot program regulation.

             c)   "Require that the CDC explain in writing why its  
               operational needs require emergency rulemaking where the  
               CDC proceeds with emergency rulemaking on the basis of its  
               operational needs, rather than on the basis of an  
               emergency.

             d)   "Extend the period for review of an emergency regulation  
               by the OAL where the CDC proceeds with emergency rulemaking  
               on the basis of its operational needs, rather than on the  
               basis of an emergency.

             e)   "Make it clear that the procedures for emergency  
               adoption of a regulation also apply to the emergency  
               amendment or repeal of a regulation."

           3)Pilot-Project Definition Added by This Bill  :  Under Penal Code  








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            Section 5058, regulations implementing CDC "pilot programs"  
            are exempt from most rulemaking procedures.  The CDC conducts  
            a fiscal impact analysis of a proposed regulation, then  
            submits the regulation to the OAL for filing with the  
            Secretary of State and publication in the California Code of  
            Regulations.  The regulation takes effect immediately.  There  
            are three limitations on the exemption:

             a)   The Director of the CDC must certify that a regulation  
               adopted under the exemption relates to a legislatively  
               mandated or authorized pilot program or a departmentally  
               authorized pilot program.

             b)   A pilot program may not affect more than 10% of the  
               inmate population (measured by reference to the gender of  
               the affected population, i.e. 10% of men if only men are  
               affected; women if only women are affected; or both if both  
               are affected).

             c)   A regulation adopted under the exemption lapses by  
               operation of law two years after adoption.

            Background materials provided by the Commission include the  
            following proposed change to "pilot programs":

            "Existing law does not define 'pilot program' for the purposes  
            of Penal Code Section 5058.  There does not appear to be any  
            general definition of 'pilot program' or any similar term in  
            any of the codes.  This may make it difficult to determine  
            whether a particular program qualifies for the exemption.   
            However, a survey of statutes establishing pilot programs  
            reveals certain common characteristics:  experimental purpose  
            and limited duration and scope.  The proposed law includes a  
            definition of 'pilot program' that is consistent with this  
            general usage:  'a program implemented on a temporary and  
            limited basis in order to test and evaluate the effectiveness  
            of the program, develop new techniques, or gather  
            information.'  In order to help evaluate whether a particular  
            program is a pilot program subject to the exemption, the  
            proposed law would require the CDC to describe the program in  
            writing when adopting implementing regulations.

            "Existing law does not state whether the pilot program  
            exemption also applies to the amendment or repeal of a pilot  
            program regulation.  The proposed law would make clear that  








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            the exemption applies to the adoption, amendment, and repeal  
            of a pilot program regulation.  This would give the CDC the  
            necessary flexibility in the administration of its pilot  
            programs.

           1)Emergency Rulemaking Authority - Operational Needs  :  Under the  
            Administrative Procedure Act, an agency may adopt a regulation  
            on an expedited basis, without prior public notice and  
            comment, where the regulation is shown to be necessary for the  
            immediate preservation of the public peace, health and safety  
            or general welfare.  A decision to do so is subject to review  
            by OAL, which will block adoption of the regulation if the  
            showing of emergency is insufficient.  An emergency regulation  
            lapses by operation of law after 120 days, unless the agency  
            adopts it under the regular rulemaking procedure before that  
            date.  Under Penal Code Section 5058, the CDC does not need to  
            show the existence of an emergency in order to adopt an  
            emergency regulation.  Instead, the CDC need only certify that  
            the operational needs of the CDC require adoption of the  
            regulation on an emergency basis.  The certification is not  
            subject to substantive review by OAL.  

          The Commission notes the following:

          "This relaxed emergency rulemaking procedure is intended to  
            'authorize the CDC to expedite the exercise of its power to  
            implement regulations as its unique operational circumstances  
            require.'

          "Penal Code Section 5058 clearly authorizes the CDC to use  
            emergency rulemaking in a broader set of circumstances than is  
            generally permitted.  By its own figures, the CDC uses  
            emergency rulemaking, on the basis of operational necessity  
            rather than on the basis of emergency, in about two-thirds of  
            its rulemaking activity.  Some commentators believe that this  
            constitutes overuse.  This proposition is difficult to  
            evaluate, as it involves a policy judgment about which  
            circumstances fall within the 'operational needs' of the CDC  
            for expedited rulemaking.  Critics of the CDC's use of  
            emergency rulemaking point to cases where emergency rulemaking  
            has been used to adopt a regulation years after the need for  
            the regulation arose.  In such cases, the need for expedited  
            rulemaking procedures is questionable.

          "If the CDC bases its use of emergency rulemaking on its  








                                                                  SB 563
                                                                  Page  6

            operational needs, rather than on the existence of an actual  
            'emergency,' the proposed law would require that the CDC  
            explain, in writing, its operational need to use emergency  
            rulemaking.  Such an explanation would help answer public  
            concerns regarding the propriety of a decision to use  
            emergency rulemaking.  In addition, requiring a written  
            justification of an agency decision often improves the quality  
            of agency decision making, as the agency is forced to  
            anticipate and consider likely arguments against its intended  
            action.  The explanation would not be required if the CDC  
            proceeds on the basis of an actual emergency, pursuant to the  
            regular emergency rulemaking procedure, or if the CDC acts in  
            response to 'imminent danger'. " 

           2)Emergency Rulemaking Authority - OAL Time for Review  :  The  
            Commission notes the following about the time for OAL review  
            of emergency regulations adopted for operational needs:

          "Under existing law, OAL reviews proposed emergency regulations  
            to ensure that the rulemaking agency has followed required  
            procedures and that the regulation satisfies applicable  
            statutory standards (including necessity, consistency with  
            governing law, authority to adopt the regulation and clarity).  
             The period for this review is very short.  The OAL has only  
            10 calendar days to complete its review, and accepts public  
            comments for only the first five calendar days of that period.  
             Considering that about two-thirds of the CDC's regulations  
            are first adopted as emergency regulations, most of the CDC's  
            regulations are subject to only minimal review before they  
            become effective.

          "The Commission recommends that the period for review of an  
            emergency regulation adopted on the basis of the CDC's  
            operational needs be extended from 10 to 20 days.  The period  
            for public comment to OAL regarding such a regulation would be  
            extended from five to 10 days.  This would result in only a  
            modest delay in implementing such regulations, but would  
            double the time available for their review.  There would be no  
            extension of the review period if the CDC proceeds on the  
            basis of an actual emergency, pursuant to the regular  
            emergency rulemaking procedure, or if the CDC acts in response  
            to "imminent danger."

           3)Emergency Amendment Repeal  :  The Commission notes that the  
            existing CDC emergency authority does not specifically apply  








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            to the repeal of such regulations:

          "Existing law is unclear with regard to whether the special  
            emergency rulemaking procedure applies to the amendment or  
            repeal of a regulation, as well as the adoption of a  
            regulation.  The proposed law would make clear that the  
            procedure also applies to the emergency amendment or repeal of  
            a regulation.  This is consistent with the change proposed for  
            the provisions governing pilot program regulations and with  
            the Commission's general recommendation on administrative  
            rulemaking."

           REGISTERED SUPPORT / OPPOSITION  :

           Support 
          
          California Law Revision Commission (Sponsor)
          California Attorneys for Criminal Justice
           
            Opposition 
           
          None on file

           Analysis Prepared by  :    Lucy Armendariz / PUB. S. / (916)  
          319-3744