BILL ANALYSIS                                                                                                                                                                                                    



                                                                       


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          |SENATE RULES COMMITTEE            |                  AB 1827|
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                                 THIRD READING


          Bill No:  AB 1827
          Author:   Cohn (D)
          Amended:  7/12/04 in Senate
          Vote:     21

           
           SENATE GOVERNMENTAL ORG. COMMITTEE  :  11-0, 6/15/04
          AYES:  Vincent, Johnson, Battin, Brulte, Cedillo, Chesbro,  
            Dunn, Karnette, Margett, Morrow, Soto
          NO VOTE RECORDED:  Machado, Murray

           SENATE LOCAL GOVERNMENT COMMITTEE  :  5-1, 6/23/04
          AYES:  Torlakson, Margett, Ackerman, Machado, Soto
          NOES:  Hollingsworth
          NO VOTE RECORDED:  Perata

           ASSEMBLY FLOOR  :  70-7, 5/17/04 - See last page for vote


           SUBJECT  :    Closed sessions:  state audits

           SOURCE  :     Author


           DIGEST  :    This bill creates a new exception to both state  
          and local government open meeting laws that allows state  
          and local government bodies to meet in closed session for  
          the purpose of discussing a confidential final draft audit  
          report from the State Auditor.

           Senate floor amendments  of 7/12/04 correct an inaccurate  
          code reference.

           ANALYSIS  :    Existing law:
                                                           CONTINUED





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          1. Provides, pursuant to the Ralph M. Brown Act (Brown  
             Act), that the meetings of the legislative body of a  
             local agency are required to be conducted openly,  
             publicly, and after public notice of agenda items, with  
             specified exceptions. 

          2. Provides, pursuant to the Bagley-Keene Open Meeting Act  
             (Bagley-Keene Act), that all meetings of a state body  
             shall be open and public and all persons shall be  
             permitted to attend any meeting of a state body except  
             as otherwise provided, and that its purpose is to allow  
             the public to attend, observe, monitor, and participate  
             as fully as possible in the decision-making process of  
             state bodies. 

          3. Prohibits any officer or employee of any publicly  
             created entity that has assisted the State Auditor in  
             the course of any audit or that has received a draft  
             copy of any report for comment or review from divulging  
             the particulars, and further states that violation of  
             this provision will result in a misdemeanor. 

          This bill: 

          1. Allows a legislative body of a local agency to meet in  
             closed session for the purpose of discussing its  
             response to the final draft audit report, a confidential  
             document prepared by the State Auditor, and further  
             specifies that after the public release of the audit  
             report that a local agency must then meet in open  
             session if it wants to deliberate further. 

          2. Allows a state body to meet in closed session for the  
             purpose of discussing the final draft audit report, a  
             confidential document prepared by the State Auditor, and  
             further specifies that after the public release of the  
             audit report that a local agency must meet in open  
             session. 

          3. Allows a state body, or local agency to hold a closed  
             session to consider its response to a confidential draft  
             audit report. 








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          4. Makes additional changes to existing law (Section  
             54954.5 of the Government Code), proposed by AB 2782  
             (Benoit), to become operative only if this bill and AB  
             2782 are enacted and become effective on or before  
             January 1, 2005, and this bill is enacted last, and  
             corrects an inaccurate code reference contained in the  
             double-jointing amendments.

           Comments

           The Brown Act governs the rules for meetings conducted by  
          local legislative bodies, such as boards of supervisors,  
          city councils, and school boards.  The Brown Act is meant  
          to strike a balance between public access to meetings of  
          multi-member public bodies on the one hand, and the need  
          for confidential candor, debate, and information gathering  
          on the other.  The Legislature has established a  
          presumption in favor of public access and requires most  
          local agency meetings be open to the public.  However, a  
          number of exceptions have been carved out to provide local  
          agencies with some flexibility where the Legislature has  
          found it to be warranted. 

          The Bagley-Keene Act (1) requires all meetings of a state  
          body to be open and public and grants the right to attend  
          such meetings to all persons, with certain exceptions, (2)  
          requires these public meetings to be noticed with an agenda  
          that contains the items of business that may be acted upon  
          at the meeting, and (3) defines a state body to mean every  
          state board, commission, or similar multimember body of the  
          state that is created by statute or required by law to  
          conduct official meetings and every commission created by  
          executive order.  Neither the Brown Act nor the  
          Bagley-Keene Act includes an exception that allows closed  
          session discussion of a confidential draft audit report  
          from the State Auditor. 

          The state's "accounting firm," the State Auditor, provides  
          independent, nonpartisan assessments of California  
          government's financial and operational activities.  The  
          State Auditor is organized under the executive branch and  
          is funded by public monies via the General Fund.  However,  
          recognizing the importance of audit independence, the  
          statute creating the Bureau of State Audits specifically  







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          states:  "In order to be free of organizational impairments  
          to independence, the bureau shall be independent of the  
          executive branch and legislative control."  The State  
          Auditor requested that the author introduce this bill. 

          In December 2003, the State Auditor published a report  
          regarding the California Integrated Waste Management Board  
          (CIWMB).  CIWMB is organized under the California  
          Environmental Protection Agency and as such is subject to  
          state open meeting laws.  While the subject of the report  
          is not relevant to this bill, CIWMB specifically mentioned  
          in its official response that it could not thoroughly  
          respond to the report because it is  bound by State Auditor  
          confidentiality requirements.  CIWMB stated that, "Due to  
          the confidential nature of the document and the fact that  
          the Board may not deliberate except in a noticed public  
          meeting, the Board itself had not been able to discuss this  
          response." 

          According to the author's office, a state or local  
          government body's inability to meet in closed session to  
          discuss ongoing audits presents a persistent challenge for  
          the State Auditor.  While state and local legislative  
          bodies respond to the reports, they are often incomplete  
          due to the Catch-22 of confidentiality and open meeting law  
          requirements.  The conflict prevents the auditee's board  
          members from meeting as a group to discuss a report's  
          accuracy amongst themselves or with their staff.  More  
          importantly, it does not allow board members to formulate a  
          plan of action based on the recommendations or to discuss  
          their disagreement with the findings, resulting in the  
          board's plan of action not being included in the report.   
          This partial response hampers the Legislature's ability to  
          fulfill its oversight role.   This bill permits state and  
          local governmental bodies to meet in closed session for the  
          narrow purpose of discussing its response to the  
          confidential draft report. 

           FISCAL EFFECT  :    Appropriation:  No   Fiscal Com.:  No    
          Local:  No

           SUPPORT  :   (Verified  7/12/04)

          Association of California Water Agencies







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          California School Boards Association
          California Special Districts Association
          East Bay Municipal Utility District 
          Santa Clara Valley Water District

           ASSEMBLY FLOOR  :
          AYES:  Aghazarian, Bates, Benoit, Berg, Bermudez, Calderon,  
            Campbell, Canciamilla, Chan, Chavez, Chu, Cogdill, Cohn,  
            Corbett, Correa, Cox, Daucher, Diaz, Dutton, Dymally,  
            Frommer, Garcia, Goldberg, Hancock, Harman, Jerome  
            Horton, Shirley Horton, Houston, Jackson, Keene, Kehoe,  
            Koretz, La Malfa, La Suer, Laird, Leno, Leslie, Levine,  
            Lieber, Liu, Longville, Lowenthal, Maddox, Maldonado,  
            Matthews, Maze, McCarthy, Montanez, Mountjoy, Mullin,  
            Nakanishi, Negrete McLeod, Oropeza, Pacheco, Parra,  
            Pavley, Reyes, Richman, Ridley-Thomas, Runner, Salinas,  
            Samuelian, Simitian, Steinberg, Strickland, Vargas,  
            Wesson, Wiggins, Wolk, Nunez
          NOES:  Bogh, Dutra, Haynes, Plescia, Spitzer, Wyland, Yee
          NO VOTE RECORDED:  Firebaugh, Nakano, Nation


          TSM:mel  7/13/04   Senate Floor Analyses 

                         SUPPORT/OPPOSITION:  SEE ABOVE

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