BILL ANALYSIS                                                                                                                                                                                                    



                                                                  SB 1342
                                                                  Page  1

          Date of Hearing:   June 15, 2004
          Chief Counsel:      Bruce E. Chan


                         ASSEMBLY COMMITTEE ON PUBLIC SAFETY
                                  Mark Leno, Chair

                     SB 1342 (Speier) - As Amended:  June 9, 2004
                       As Proposed to be Amended in Committee


           SUMMARY  :   Fixes the term of the Inspector General (IG) at six  
          years and establishes basic requirements and protocols for the  
          investigations.  Specifically,  this bill  :   

          1)Provides that the IG shall be appointed to a six-year term,  
            subject to Senate confirmation.  The IG may not be removed  
            from office during that term, except for good cause.

          2)Revises certain provisions relating to what materials are  
            deemed confidential in connection with investigations by the  
            IG.  Provides that all identifying information, and any  
            personal papers or correspondence from any person who  
            initiated the investigation, shall not be disclosed, except in  
            those cases where the IG determines that disclosure of the  
            information is necessary in the interests of justice.    

          3)Deletes provisions regarding investigations of specified  
            employees and revises provisions regarding the communication  
            to the IG of information that may describe a variance from  
            various departmental investigatory policies and procedures to  
            apply instead to improper governmental activity, as defined. 

          4)Revises procedures relating to the investigation of complaints  
            of retaliation by certain employees.  Expands the definition  
            of "retaliation" to include retaliation for refusing to obey  
            an illegal order or directive.  Provides that the IG may also  
            refer the matter for investigation by the appropriate  
            employing agency, subject to investigative oversight by the  
            IG.  If an employing entity declines to investigate the  
            complaint, the entity shall, within 30 days of receipt of the  
            referral by the IG, notify the IG of its decision.  The IG may  
            thereafter conduct, or decline to conduct, his or her own  
            investigation into the complaint.  If after reviewing the  
            complaint the IG determines there is no cause of action, the  








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            IG shall notify the complainant and the State Personnel Board  
            (SPB).

          5)Provides a procedure for coordinating investigations by the  
            SPB, the IG, and the appropriate employing entity, as  
            specified.  An employee may not be required to first file a  
            retaliation complaint with the IG before filing a complaint  
            with the SPB.

          6)Provides that disciplinary action regarding acts of  
            retaliation shall require, at a minimum, a suspension for not  
            less that 30 days without pay, except in a case in which the  
            employing entity determines that a lesser penalty is  
            warranted, as specified. 

          7)Provides that specified state agencies shall immediately  
            inform the IG of all matters involving criminal conduct and  
            shall refer those matters to the district attorney in the  
            appropriate jurisdiction and the Attorney General for further  
            action, as specified.  Except as to the receiving authorities,  
            the employing entity shall neither disclose official  
            information gathered during the investigative process which is  
            deemed confidential or privileged nor enter such information  
            in the officer's personnel file.

          8)Requires that upon completion of any audit, the IG shall  
            disclose a written report to specified entities and post the  
            reports on the IG's Web site within 30 days.

           EXISTING LAW  :

          1)Creates the independent Office of the Inspector General (OIG),  
            which shall be responsible for reviewing departmental policy  
            and procedures for conducting audits of investigatory  
            practices and other audits and investigations of the  
            California Department of Corrections (CDC), the Department of  
            the Youth Authority, the Board of Prison Terms, the Youthful  
            Offender Parole Board, the Board of Corrections, the Narcotic  
            Addict Evaluation Authority, the Prison Industry Authority,  
            and the Youth and Adult Correctional Agency, as requested by  
            either the secretary of the Youth and Adult Correctional  
            Agency, a member of the Legislature, or at the initiative of  
            the IG, under policies developed by the IG.  (Penal Code  
            Sections 6125 - 6129.)









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          2)Provides that the Governor shall appoint the IG, subject to  
            Senate confirmation of that appointment.  (Penal Code Section  
            6125.)

          3)Requires the IG, upon completion of an investigation or audit,  
            to provide a response to the requester.  (Penal Code Section  
            6126.)

          4)Requires the IG to conduct a management review audit of any  
            warden in the CDC or superintendent in the Department of the  
            Youth Authority who has held his or her position for more than  
            four years and/or following the confirmation of a new warden  
            or the appointment of a new superintendent unless the IG  
            determines that the audit is not warranted at that time.   
            (Penal Code Section 6051.)

          5)Specifies that the management review audits shall be submitted  
            to the secretary of the agency and the respective director for  
            evaluation and for any response deemed necessary, provides  
            that any member of the Legislature may request and shall be  
            provided with a copy of any audit report, and specifies that a  
            report that involves potential criminal investigations or  
            prosecution shall be considered confidential.  (Penal Code  
            Section 6051.)

          6)Specifies that all books, papers, records, and correspondence  
            of the OIG pertaining to its work are public records subject  
            to Chapter 3.5 (commencing with Section 6250) of Division 7 of  
            Title 1 of the Government Code except the following items:   
            (a) personal papers and correspondence of any person receiving  
            assistance from the IG when that person requested in writing  
            that his or her papers and correspondence be kept private and  
            confidential; (b) papers, correspondence, memoranda, or any  
            information pertaining to any audit or investigation not  
            completed; and, (c) papers, correspondence, or memoranda  
            pertaining to any audit or investigation that has been  
            completed if the papers, correspondence, or memoranda are not  
            used in support of any report resulting from the audit or  
            investigation.  (Penal Code Section 6126.3.)

          7)Provides that it is a misdemeanor for the IG or any employee  
            or former employee of the IG to divulge or make known in any  
            manner not expressly permitted by law to any person not  
            employed by the IG any particulars of any record, document, or  
            information the disclosure of which is restricted by law from  








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            release to the public.  (Penal Code Sections 6126.4 and  
            6126.6.)

          8)Requires that upon the completion of any investigation, the IG  
            shall prepare a written report, which shall be held as  
            confidential and disclosed in confidence, only to the  
            Secretary of the Youth and Adult Correctional Agency, the  
            Governor, and the appropriate director or law enforcement  
            agency; a summary of the report's findings and conclusions  
            shall be made available, upon request, to the person who  
            requested the investigation, the person or persons who were  
            the subjects of the investigation, and to any member of the  
            Legislature.  However, nothing shall preclude, as specified,  
            the OIG from following all applicable laws regarding  
            confidentiality including, but not limited to, the California  
            Public Records Act, the Public Safety Officers Procedural Bill  
            of Rights, the Information Practices Act of 1977, the  
            Confidentiality of Medical Information Act, and the provisions  
            of Penal Code Section 832.7 relating to the disposition  
            notification for complaints against peace officers.  [Penal  
            Code 6129(g) and (h).]

           FISCAL EFFECT  :   Unknown

           COMMENTS  :   

           1)Author's Statement  :  According to the author, "Our  
            correctional facilities require an internal justice system  
            free from outside influence and inside conflict of interest.   
            The OIG, as an independent watchdog protective of employees  
            who report wrongdoing, is the cornerstone element of this  
            envisioned internal justice system.  The IG needs six elements  
            of support.  First: A system staffed by competent, trained  
            investigators who know the prison work culture and the  
            dictates of the Police Officers Bill of Rights.  I do not want  
            auditors investigating correctional officers (SB 1400).  Two:   
            A system that is built with structurally sound procedures.   
            Unwritten procedures just do not work (SB 1342 and SB 1400).   
            Three:  A system that has teeth.  When wrongdoing is  
            documented, discipline will follow.  In prior years, the IG's  
            findings sometimes entered a disciplinary vacuum.  The ability  
            of employees to report wrongdoing must not be chilled by  
            inaction on the part of management. (SB 1342).  Fourth:  A  
            system that is transparent, where findings have not been  
            shielded or weakened by secrecy.  There is a problem with the  








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            fact that the IG's reports and findings are not subject to  
            sunshine (SB 1352).  Fifth: A system that has adequate  
            resources to succeed in our new era of reduced funding.   
            Sixth:  A system with a code of conduct that clearly separates  
            good behavior from bad behavior (SB 1400 and SB 1431).  If  
            these six elements become a reality, we will have a system of  
            sound internal justice."
           
          2)Background Information - The IG  :  According to background  
            information, in the past, the CDC has ignored reports of  
            employee wrongdoing filed by the IG.  In some cases, reports  
            were filed with the Governor's Office but the reports were  
            never acted on or made public.  The author contends that the  
            process can be strengthened by making the IG a term  
            appointment; by requiring the IG to investigate employee  
            retaliation complaints against CDC management; by requiring  
            the hiring authority to initiate corrective action when the IG  
            finds that there is retaliation against employees who report  
            wrongdoing; and by requiring the IG, with the witnesses'  
            consent, to file an unredacted report of employee retaliation  
            with the SPB when the hiring authority declines to take  
            corrective action.  This bill also establishes a guideline for  
            improving the working relationship between the IG and the SPB,  
            partly in response to several instances where disciplinary  
            actions against correctional employees were overturned by the  
            SPB. 

           3)Proposed Author's Amendment  :  The author has indicated that  
            the term of appointment of the IG shall be six years instead  
            of the ten years as currently provided for in this bill.
           
          REGISTERED SUPPORT / OPPOSITION  :

           Support 
           
          None on file
           
            Opposition 
           
          California Correctional Peace Officers Association


           Analysis Prepared by  :    Bruce Chan / PUB. S. / (916) 319-3744