BILL ANALYSIS                                                                                                                                                                                                    



                                                                  SB 1400
                                                                  Page  1

          Date of Hearing:   June 15, 2004
          Counsel:               Heather Hopkins


                         ASSEMBLY COMMITTEE ON PUBLIC SAFETY
                                  Mark Leno, Chair

               SB 1400 (Romero and Speier) - As Amended:  June 9, 2004


           SUMMARY  :   Provides that the California Department of  
          Corrections (CDC) shall adopt regulations to address the "Code  
          of Silence".  Specifically,  this bill  :  

          1)States various legislative findings and declarations regarding  
            employee investigations and the disciplinary process in the  
            CDC.

          2)Provides that CDC shall adopt regulations to govern the  
            process by which allegations of employee misconduct are  
            investigated and pursued.  These regulations shall, to the  
            extent possible, meet various specified objectives regarding  
            the reporting of misconduct, investigations of misconduct, and  
            disciplinary action.

          3)Provides that CDC shall incorporate provisions, as specified,  
            to eliminate the "Code of Silence".

          4)Provides that CDC shall incorporate provisions to improve the  
            integrity, quality, and timeliness of investigations, as  
            specified, including, but not limited to, the following:

             a)   Implement an Office of Independent Review within the  
               Office of the Inspector General (OIG).

             b)   Conduct an overall operational review of the Office of  
               Investigative Services (OIS), which shall evaluate and  
               recommend changes, as specified.  Provides for specified  
               changes in practices that shall be implemented.

             c)   Make various changes in the way OIS investigates,  
               protects its investigators, manages cases, provides case  
               assistance, and trains its agents.

             d)   Bring in outside expert assistance to develop and  








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               implement necessary and discretionary changes.

             e)   Make changes in the CDC Employment Law Unit, as  
               specified.

             f)   Implement a vertical prosecution system, as specified.

             g)   Specify policies and procedures regarding vertical  
               prosecution, settlements, Skelly hearing requirements,  
               employees testifying as expert witnesses and writs and  
               appeals.

             h)   Improve the hiring and training of people who work in  
               the disciplinary processes for employees of the CDC, as  
               specified.

          5)Provides that CDC shall incorporate provisions to assure the  
            implementation, monitoring, and continual assessment of the  
            effectiveness of its efforts under Chapter 2.5 of the Penal  
            Code, as specified.

           EXISTING LAW  :

          1)Creates the CDC with a director appointed by the Governor; the  
            director may prescribe and amend rules and regulations for the  
            administration of the prisons and for the administration of  
            the parole, as specified.  (Penal Code Section 5058.)

          2)Creates the independent Office of the Inspector General (OIG)  
            for the Youth and Adult Correctional Agency (YACA) and  
            includes within the duties of that office that upon receiving  
            a complaint of retaliation from an employee, the Inspector  
            General may commence an investigation, as specified, and  
            further provides that:

             a)   Upon authorization of the complainant employee, the  
               Inspector General may release the findings of the  
               investigation of alleged retaliation to the State Personnel  
               Board for appropriate action.

             b)   Any employee at any rank and file, supervisory, or  
               managerial level, who intentionally engages in acts of  
               reprisal, retaliation, threats, coercion, or similar acts  
               against another employee shall be disciplined by adverse  
               action as specified.  (Penal Code Section 6129.)








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          3)Provides that peace officer or custodial officer personnel  
            records and records maintained by any state or local agency  
            involving citizen's complaints are confidential but allows a  
            department or agency that employs peace or custodial officers  
            to disseminate data regarding the number, type, or disposition  
            of complaints (sustained, not sustained, exonerated, or  
            unfounded) made against its officers if that information is in  
            a form which does not identify the individuals involved.   
            (Penal Code Section 832.7.)

          4)Establishes the Public Safety Officers Procedural Bill of  
            Rights Act, specifying the procedures to be followed whenever  
            any public safety officer is subject to investigation and  
            interrogation for alleged misconduct which may result in  
            punitive action.  "Punitive action" is defined as any action  
            which may lead to dismissal, demotion, suspension, reduction  
            in salary, written reprimand, or transfer as punishment.   
            (Government Code Section 3300, et seq.)

          5)Provides that no punitive action, nor denial of promotion on  
            grounds other than merit, shall be taken without the  
            opportunity for an administrative appeal.  Details of the  
            administrative appeal are left to the employing agency.   
            (Government Code Section 3304.)

          6)Provides that no actions shall be taken against an officer  
            unless an investigation under the Public Safety Officers  
            Procedural Bill of Rights Act is completed within one year,  
            with exceptions for specified circumstances such as if there  
            is an ongoing criminal investigation into the same events or  
            if more than one employee is involved and a reasonable time  
            extension is needed.  (Government Code Section 3304.)

          7)Establishes the California Whistleblower Protection Act which  
            provides protections against retaliation, as defined, for  
            good-faith disclosure - or cooperation in investigations of -  
            improper governmental activity.  (Government Code Section  
            8547, et seq.)

          8)Establishes the Whistleblower Protection Act - provides  
            protections against retaliation, as defined, for good-faith  
            disclosure of improper governmental activities to the  
            Legislature.  (Government Code Section 9149.20 to 9149.23.)









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           FISCAL EFFECT  :   Unknown

           COMMENTS  :   

           1)Author's Statement  :  According to the author, "The need for  
            this bill was demonstrated this month when OIS nearly blew the  
            statute of limitations in the investigation of two parole  
            agents accused of destroying evidence.  It took extraordinary  
            efforts to alert CDC officials that the statute of limitations  
            had not yet expired and that adverse action could still be  
            taken against the parole agents.  This case underscores what  
            we have known for some time:  the investigative and  
            disciplinary processes within the CDC are in serious  
            disrepair.  Pelican Bay Special Master John Hagar has found  
            that CDC officials at the highest level are unwilling or  
            unable to investigate and discipline serious abuses of force  
            by correctional officers.  Hagar also found systemic problems  
            within CDC's investigations, including an inaccurate and  
            unreliable management reporting system, ineffective oversight  
            of regional offices, inadequate staff training, an inadequate  
            case tracking system, and no approved policy manual for OIS  
            agents.  In response to Hagar's draft report, CDC submitted to  
            Federal Judge Thelton Henderson a remedial plan that addresses  
            several issues, including the Code of Silence, training for  
            OIS agents, and "real time" oversight of OIS investigations.   
            By codifying the remedial plan, as this bill does, the  
            Legislature has proper oversight authority to ensure that CDC  
            implements this plan.  Furthermore, this bill will greatly  
            improve the quality of OIS investigators and their  
            investigations and help restore the integrity of a tarnished  
            department."

           2)2004 Hearing on Investigating Correctional Employees  :  On  
            January 21, 2004, the Senate Select Committees on Government  
            Oversight and the California Correctional System held a  
            hearing.  One of the witnesses was Secretary Roderick Q.  
            Hickman, whose testimony included the following:

          " . . . [T]here are fundamental problems with investigations  
            throughout the department, and that I am working aggressively  
            to correct them.  . . .  We are going back to the basics.   
            First, we are re-defining the mission:  what do we want an  
            internal affairs investigator to do?  how aggressively should  
            the employment law unit pursue administrative discipline  
            cases?  We are clarifying investigator's missions and  








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            developing the necessary training as part of the program  
            development. 

          "My first week in office I ordered an agency wide operational  
            review of the investigations process within the youth and  
            adult correctional agency.  . . .  This review will include  
            the operational review of the employment law units . . . .

            "I have directed staff to develop a comprehensive plan.  It  
            will be a master plan for addressing the problems.  A part of  
            the process will include outside evaluation.  I am moving  
            forward to implement this plan with the intent to be  
            operational within a few months.  Equally, I was disheartened  
            that previous actions had not been taken to address the  
            shortcoming in the current process . . . .

            "As peace officers, we must conduct ourselves with the utmost  
            integrity.  Under my leadership, any wrongdoing or persons  
            involved in the 'Code of Silence' will not be tolerated.   
            Misconduct will be dealt with strongly and appropriately.  We  
            will hold each person accountable for his or her conduct, no  
            matter what position he or she holds.

            "I will advise leadership staff of all YACA, boards, and  
            departments of their responsibility to establish systems and  
            an environment that allows employees to report misconduct.   
            All employees need to understand that if they fail to report  
            misconduct, they become willing accomplices to the misconduct  
            and are subject to discipline or prosecution, if appropriate.

            "We will enforce sanctions for any one who violates the  
            policy, regardless of the position they hold within the  
            organization.  I am taking action to repair a flawed system  
            that has been ignored and open for exploitation.

            "Let me share with you what I believe are the critical  
            components of an investigative policy: impartial, fair  
            treatment for inmates, wards, staff, and the public; timely,  
            objective, equitable, and thorough investigations of  
            misconduct allegations; appropriate accountability and  
            discipline for persons found guilty of misconduct regardless  
            of their position within the organization; appropriate  
            administrative oversight to ensure the integrity of the  
            investigative process; implementation of all corrective  
            action; and continual agency monitoring, oversight, and  








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            compliance reviews, including outside evaluations to maintain  
            the transparency and integrity of our operations."

           3)CDC Memo to Employees Entitled "Zero Tolerance Regarding the  
            'Code of Silence' "  : A February 17, 2004 memorandum to all CDC  
            employees regarding the code of silence, signed by the  
            then-acting CDC Director and the YACA Secretary, states in  
            part:

          "CDC is only as strong as the values held by each of its  
            employees, sworn and non-sworn.  How we conduct ourselves  
            inside our institutions and in the central office is a  
            reflection of those values.

          "The 'Code of Silence' operates to conceal wrongdoing.  One  
            employee, operating alone, can foster a Code of Silence.  The  
            Code of Silence also arises because of a conspiracy among  
            staff to fail to report violations of policy, or to retaliate  
            against those employees who report wrongdoing.  Fostering the  
            Code of Silence includes the failure to act when there is an  
            ethical and professional obligation to do so.

          "Every time a correctional employee decides not to report  
            wrongdoing, he or she harms the CDC and each one of us by  
            violation the public's trust.  As members of law enforcement,  
            all correctional officers must remain beyond reproach.  The  
            public's trust in the CDC is also violated by retaliating  
            against, ostracizing, or in any way undermining those  
            employees who report wrongdoing and/or cooperation during  
            investigations.  There is no excuse for fostering a Code of  
            Silence.

          "Your hard-fought efforts to protect the public deserve  
            recognition.  Recently, however, the public's trust has been  
            undermined by the operation of a Code of Silence within the  
            CDC.  To correct this problem, we are taking steps to ensure  
            the CDC exemplifies integrity and instills pride.  Part of  
            this effort is the immediate implementation of a  
            zero-tolerance policy condemning the Code of Silence.  We will  
            not tolerate any form of silence as it pertains to misconduct,  
            unethical, or illegal behavior.  We also will not tolerate any  
            form of reprisal against employees who report misconduct or  
            unethical behavior, including their stigmatization or  
            isolation.









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          "Each employee is responsible for reporting conduct that  
            violates CDC policy.  Each supervisor and manager is  
            responsible for creating an environment conducive to these  
            goals.  Supervisors are responsible for acquiring information  
            and immediately conveying it to managers.  Managers are  
            responsible for taking all appropriate steps upon receipt of  
            such information, including initiating investigations and  
            promptly disciplining all employees who violate departmental  
            policy.

          "Any employee, regardless of rank, sworn or non-sworn, who fails  
            to report violations of policy or who acts in a manner that  
            fosters the Code of Silence, shall be subject to discipline up  
            to and including termination."

           4)Governor's Independent Review Panel  :  On March 5, 2005, the  
            Governor announced that former Governor George Deukmejian will  
            chair an Independent Review Panel (IRP) designed to expedite  
            fundamental reform within California's youth and adult  
            correctional systems.   

          The IRP will investigate and make recommendations on ways to  
            improve practices within the adult and youth corrections  
            system including, but not limited to, overall organizational  
            structure, risk management practices and policies, personnel  
            and training programs, operational improvements, cost benefits  
            in service and program delivery, productivity and performance  
            enhancements, and organizational ethics and culture. 

           5)Federal Special Master John Hagar's Report on Pelican Bay  
            State Prison (PBSP)  :  In Special Master Hagar's report on  
            Pelican Bay, he included the following in his preface to his  
            recommendations:  

          "[T]he Special Master must also carefully evaluate the impact of  
            his recommendations on CDC operations.  The failure to  
            investigate and discipline staff who abuse prisoners  
            jeopardizes institutional security.  Likewise, an active code  
            of silence threatens inmates, honest officers, security, and  
            public safety.  The Special Master has, over the course of  
            seven years, talked with numerous PBSP employees, including  
            recently hired correctional officers, nurses, and medical  
            technical assistants.  The correctional officer recruits who  
            seek employment within the CDC do so with high expectations  
            and positive motives, consistent with other applicants who  








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            seek a career in law enforcement.  The young men and women who  
            seek CDC employment are not taking peace officer jobs to  
            commit crimes or lie or cover-up the abuses of their  
            co-workers.  Somehow, however, the rookie correctional  
            officers who go to work for the CDC are forced to adopt the  
            Code of Silence.  Rather than CDC staff correcting the  
            prisoners, some correctional officers acquire a prisoner's  
            mentality:  they form gangs, align with gangs, and spread the  
            Code of Silence.  The Code of Silence is taught to new  
            recruits because of a longstanding CDC culture; thereafter,  
            good officers turn bad.  The CDC has failed to address the  
            situation in any effective manner; indeed, the evidence  
            demonstrates that the Directorate turned it head when  
            confronted with the code of silence, especially if the  
            California Correctional Peace Officers Association is  
            involved.  It cannot be emphasized too strongly that the Code  
            of Silence is always accompanied by corruption.  It serves no  
            legitimate penological purpose."

           6)Outside Assessment  :  On Page 3, Lines 27-29, this bill  
            requires that CDC seek an assessment of the organizational  
            culture of CDC, and assistance in facilitating change in that  
            culture.  It is unclear if these assessment would be done at  
            the onset of the imposition of the regulations required by  
            this bill or if this would be a periodic event.

           7)Reference to Skelly Hearing Requirements  :  On Page 7, Lines  
            10-11, this bill states that regulations should be adopted  
            that include policies and procedures regarding "Skelly hearing  
            requirements drawn up with consideration of the Pelican Bay  
            model."  "Skelly" refers to  Skelly v. State Personnel Board  
             (1975) 15 C.3d 194 which held that in a pretermination  
            hearing, a public employee is entitled, at a minimum, to a  
            "notice of the proposed action, the reasons therefor, a copy  
            of the charges and materials upon which the action is based,  
            and the right to respond, either orally or in writing, to the  
            authority initially imposing discipline."  However, it is  
            unclear how the consideration of the Pelican Bay model would  
            effect the Skelly requirement, nor what the Pelican Bay model  
            is.  

          8)Does CDC Have the Authority to Implement an Office of  
            Independent Review (OIR) within the OIG  :  This bill would  
            require CDC to implement an OIR within the OIG.  According to  
            the OIG's website they are the independent watch-dog for the  








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            state correctional system and, as such, has broad  
            responsibility for overseeing California's youth and adult  
            correctional agencies.  OIG carries out that oversight through  
            an active program of ongoing audits, investigations, and  
            special reviews to identify problems and address specific  
            issues.  Recommendations for improvement and corrective action  
            are provided to the Governor, the Legislature, and state  
            correctional administrators. 

          It is unclear that CDC would have the authority to do so.  At a  
            minimum, that responsibility would be better placed with the  
            YACA which oversees the activities of several boards and  
            departments, including CDC, the Board of Prison Terms, and the  
            Board of Corrections.  YACA is also responsible for  
            maintaining efficient and cohesive correctional policy among  
            its divisions and ensuring compliance with the law and  
            executive directives.  The YACA Secretary is a member of the  
            Governor's Cabinet and advises the Governor on correctional  
            matters.
           
           REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           
          California State Employees Association
          Prison Law Office

           Opposition 
           
          California Correctional Peace Officers Association
           

          Analysis Prepared by  :    Heather Hopkins / PUB. S. / (916)  
          319-3744