BILL ANALYSIS                                                                                                                                                                                                    






                           SENATE JUDICIARY COMMITTEE
                            Martha M. Escutia, Chair
                           2003-2004 Regular Session


          SB 1431                                                S
          Senators Speier and Romero                             B
          As Amended April 26, 2004
          Hearing Date:  April 27, 2004                          1
          Penal Code; Welfare and Institutions Code              4
          GMO:cjt                                                3
                                                                 1

                                     SUBJECT
                                         
                   Department of Corrections: Code of Conduct  
                                         

                                   DESCRIPTION  

          This bill would require the Director of the Department of  
          Corrections and the Director of the Youth Authority:
            to adopt a code of conduct that clearly states an  
             employee's responsibility to report employee misconduct  
             and to cooperate in any law enforcement investigation; 
            to develop a program to ensure the protection of  
             employees who have reported improper conduct and who  
             need counseling and personal protection; and
            to provide for the development and implementation of a  
             disciplinary matrix with offenses and associated  
             punishments.  The disciplinary matrix would apply to all  
             employees of the respective department and would be  
             consistent statewide.


                                    BACKGROUND

          On January 21, the authors co-chaired a legislative hearing  
          on "Reform of How Employee Investigations Are Conducted at  
          Youth and Adult Correctional Facilities," at which the  
          current Director of the Department of Corrections, Roderick  
          Q. Hickman, testified.  Acknowledging the problems widely  
          publicized before the hearing, the Director also admitted  
          to the department's shortcomings in instituting reforms  
          within the correctional system and the lack of enforcement  
                                                                 
          (more)



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          of the sanctions already applicable to violations of  
          departmental policy.  The Director stated his personal  
          commitment to the legislative committee and to federal  
          court Judge Thelton Henderson and the court-appointed  
          Special Master John Hagar to "develop a comprehensive  
          investigations process that has integrity, that is  
          credible, thorough, and fair."

          In his special report on Pelican Bay State Prison, Special  
          Master Hagar stated:

             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 MTAs.  The  
             correctional officer recruits who seek employment within  
             the CDC do so with high expectations and positive  
             motives, consistent with other applicants who 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 the 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 Department has failed to address the situation  
             in any effective manner; indeed, the evidence  
             demonstrates that the Directorate turned its head when  
             confronted with the code of silence, especially if the  
             CCPOA is involved.  It cannot be emphasized too strongly  
             that the code of silence is always accompanied by  
             corruption.  It serves no legitimate penological  
             purpose.

          The Department of Corrections, in response perhaps to the  
          hearings held in January and the Special Master's report,  
          issued in February a Memorandum to all California  
          Department of Corrections  employees titled "Zero Tolerance  
                                                                       




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          Regarding the 'Code of Silence'."  The Memorandum decries  
          the "Code of Silence " and emphasizes that "[f]ostering the  
          Code of Silence includes the failure to act when there is  
          an ethical and professional obligation to do so?.  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."

          The Pelican Bay State Prison is currently under the  
          watchful eyes of federal court Judge Henderson, who has  
          threatened to place the state prison under the court's  
          supervision unless reforms are instituted to address the  
          findings of the Special Master.

          SB 1431 and SB 1400 (Romero, 2004) intend to establish by  
          statute some of the reforms needed to address the problems  
          highlighted by the Special Master's report and the hearings  
          held in January 2004.  

           
                            CHANGES TO EXISTING LAW
           
           Existing law  establishes the Department of Corrections for  
          the confinement of convicted adults and the Department of  
          the Youth Authority for the rehabilitation of persons under  
          18 years who have committed certain criminal offenses.

           This bill  would require the directors of these two  
          institutions to develop and implement a "disciplinary  
          matrix" of offenses and associated punishments applicable  
          equally to all employees of each respective department. 

           This bill  would require the directors of these two  
          institutions to adopt a code of conduct that shall clearly  
          state an employee's responsibility to report employee  
          misconduct and to cooperate in investigations.  It would  
          require the code of conduct to specify the kinds of  
          behavior that would be prohibited.

           This bill  would require both directors to develop a program  
          to ensure the protection of employees who have reported  
          misconduct and who require counseling or personal  
          protection.
                                                                       




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           This bill  would require each warden of a prison and  
          superintendent of a youth facility to publish every six  
          months information regarding the Code of Conduct, the duty  
          to report misconduct, how to report misconduct, the duty to  
          fully cooperate during investigations, and assurances  
          against retaliation.

                                     COMMENT
           
          1.     Stated need for the bill

              According to the author, this bill is necessary to move  
             the departments quickly towards satisfying the federal  
             court that the state is taking care of the problems at  
             its correctional institutions and youth authority  
             facilities.  With the spectre of federal receivership of  
             Pelican Bay State Prison looming on the horizon, all  
             agree that action must be taken, and taken quickly.   
             Therefore, the issues raised by both the Special  
             Master's report and the legislative hearings held in  
             January are being addressed by SB 1431 and SB 1400  
             (Romero).



          2.     Recent author's amendments
           
             Author's amendments:

               a.  replace the language of proposed Section 5058.4 of  
             the Penal Code and Section 1752.5 of the Welfare and  
             Institutions Code with a new provision that would  
             require the director of each institution to develop and  
             implement a disciplinary matrix of offenses and  
             punishments that would be applicable to all of the  
             department's employees uniformly statewide;
               b. delete the proposed language requiring each  
             employee to sign under penalty of perjury a code of  
             conduct to be adopted by the Director of the Department  
             of Corrections or the Department of the Youth Authority  
             and making the intentional failure to sign the code of  
             conduct grounds for termination of the employee;
               c.  add a new provision with language lifted from SB  
             1400 (Romero) requiring each warden of a prison or  
                                                                       




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             superintendent of a youth facility to publish to all  
             employees every six months information regarding the  
             Code of Conduct, the duty to report misconduct, how to  
             report misconduct, the duty to fully cooperate during  
             investigations, and assurances against retaliation.

          3.      SB 1431 would increase protections for employee  
             whistleblowers

              Both the Department of Corrections and the Department of  
             the Youth Authority already have codes of conduct, but  
             apparently the codes do not clearly state the employee's  
             responsibility to report employee misconduct.  This bill  
             would require that each director adopt a code of conduct  
             that articulates this duty clearly.

             The California Whistleblower Act of 2002 protects state  
             employees from adverse employment action (e.g.,  
             suspension, demotion, change of working assignments,  
             termination) in retaliation for reporting conduct of  
             other employees or public officials that violate state  
             or federal law or regulation.  In addition, Labor Code  
             Sec. 1102.5 also protects a state employee from adverse  
             employment actions for having been a whistleblower in  
             former employment or for refusing to perform an act that  
             is illegal or that would violate state or federal law or  
             regulation.  Generally, employees who are whistleblowers  
             enjoy a higher degree of protection in California than  
             most other states.

             Employees of the Departments of Corrections and Youth  
             Authority are state employees, and are protected by the  
             current whistleblower laws.  However, as pointed out by  
             the Special Master's report and the legislative hearings  
             held in January, the "Code of Silence" pervasive in the  
             system has made the whistleblower protections inadequate  
             to encourage employees to shed light on the abuses that  
             are occurring in the correctional facilities.
             According to the author, SB 1431 intends to increase  
             current protections for whistleblower employees in the  
             Departments of Corrections and Youth Authority by  
             requiring the directors to develop programs to ensure  
             their protection.  The added protections would be  
             available to employees who "reported improper  
             governmental activities and who require counseling or  
                                                                       




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             personal protection."  However, the language in the bill  
             is not clear as to whether the program developed by the  
             director must provide protections in addition to current  
             whistleblower protections or in stead of current  
             protections.

             SHOULD THIS BE CLARIFIED?  SHOULD THERE BE A PROVISION  
             STATING THAT THESE PROTECTIONS ARE IN ADDITION TO THOSE  
             AVAILABLE UNDER EXISTING LAW?

             The bill does not specify what the added protections  
             would be, nor does it specify whether the "personal  
             protection" that would be required means protection of  
             their identity, or protection of their physical safety  
             and under what conditions.

             As pointed out in the analysis by the Committee on  
             Public Safety, this could mean 24-hour protection or  
             placement of the employee in a program similar to a  
             witness protection program.  The language of the bill  
             indicates the added protections would apply only to  
             employees who are whistleblowers  and  who require  
             counseling or personal protection.  Thus, all other  
             departmental employees would be covered by only the  
             whistleblower laws applicable to all other state  
             employees.

             IS THIS THE AUTHOR'S INTENT?

             SHOULD THESE ADDED PROTECTIONS BE SPECIFIED?

          4.      SB 1431 requires the code of conduct to specify  
             prohibited behavior that would be sanctioned 

              a.     Statute should spell out kinds of behavior that  
             would be sanctioned
              
                This bill would require the director to adopt  
                regulations that shall clearly state an employee's  
                responsibility to report employee misconduct.  It  
                would then require the director to adopt a code of  
                conduct that would "specify the kinds of behavior  
                that are prohibited."  

                Because the bill promises added protections to an  
                                                                       




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                employee whistleblower who reports misconduct  
                (rather, "improper governmental activities") it  
                would, hopefully, encourage more employees to come  
                forward and make such reports.  However, because of  
                past experience that resulted in the code of silence  
                instead of a workable code of conduct, and to ensure  
                that employees know in advance what types of behavior  
                would be covered by the code of conduct, it is  
                recommended that the bill itself incorporate some, if  
                not all, of the types of behavior that would be  
                considered "misconduct" under the code.  By doing so,  
                the director would have some statutory guidance about  
                what the regulations must address.

                The author's staff informed Committee staff that, in  
                fact, such a list is being compiled, and the list is  
                expected to be ready for amendment into SB 1431 when  
                it reaches the Assembly.

                SHOULD THE LIST OF TYPES OF CONDUCT THAT WOULD BE  
                SANCTIONED BE INCORPORATED INTO THE BILL (WHEN READY)  
                TO PROVIDE THE DIRECTORS SOME GUIDANCE?

                If amended into the bill while it is in the Assembly,  
                the bill will need concurrence by the Senate.

             b.     Specifying prohibited conduct would assist the  
                departments in potential Skelly hearings

                 One of the reasons the "Code of Silence" worked to  
                prevent complaints of misconduct from seeing the  
                light of day is that employees of the Departments of  
                Corrections and Youth Authority, as do all civil  
                service employees of state agencies, have  
                constitutionally protected rights regarding their  
                employment.  Skelly v. State Personnel Board  (1975) 
                15 C.3d 194 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."

                By expressly stating the type of behavior that would  
                                                                       




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                result in an adverse action under the new  
                disciplinary matrix to be promulgated by the  
                director, the departments would be ensuring that any  
                employee action for misconduct taken is based on  
                complete and actual knowledge of the prohibited  
                behavior by the employee.  In other words, this  
                provision could assist the department in a  Skelly   
                hearing when it disciplines an employee. 





          5.    Warden or Superintendent to publish duties and rights  
            under the code of conduct every six months  

            SB 1431 would require the warden of each prison or the  
            superintendent of each youth facility to publish, every  
            six months, employee rights and duties under the code of  
            conduct, including the duty to report misconduct, how to  
            report misconduct, the duty and how to cooperate in the  
            investigation of a reported misconduct, and assurances of  
            protection for reporting misconduct.

            The repeated publication of employees' responsibility to  
            report as well as instruction on how to report misconduct  
            and how to cooperate with investigations would reinforce  
            the reforms that are proposed in this bill and SB 1400  
            (Romero) (see below).  

            It should be noted that this every-six-month publication  
            would include "assurances against retaliation."  It is  
            assumed that this means "assurances of protection against  
            retaliation" and that this protection involves remedies  
            other than those available under California's  
            whistleblower laws.  

            Because this bill would expand the protection for  
            whistleblowers only in these two departments, the bill  
            should probably include some findings and declarations to  
            justify why only these departments' employees would enjoy  
            these benefits.

            SHOULD THE BILL CONTAIN FINDINGS AND DECLARATIONS TO  
            JUSTIFY SPECIAL PROTECTIONS FOR EMPLOYEES OF THE  
                                                                       




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            DEPARTMENT OF CORRECTIONS AND THE DEPARTMENT OF THE YOUTH  
            AUTHORITY?

          6.      SB 1400 (Romero) a companion bill to SB 1431

              SB 1431 and SB 1400 are companion bills, resulting from  
             the legislative hearings and the federal court Special  
             Master's findings on the Pelican Bay State Prison.  

             SB 1400 would make extensive findings and declarations  
             relating to problems in the investigation and  
             disciplinary processes used by the Department of  
             Corrections regarding its workforce, and would require  
             the Department to adopt regulations to remedy various  
             identified aspects of these investigation and discipline  
             processes.

             The regulations to be adopted by the Director of the  
             Department of Corrections, detailed in SB 1400, would  
             govern the process by which allegations of employee  
             misconduct are investigated and pursued, would eliminate  
             the code of silence by, for example, providing material  
             and training on ethics and the need to report  
             misconduct, create an Office of Independent Review  
             within the Office of the Inspector General and provide  
             support for investigations and review of allegations,  
             would eliminate the use of  untrained, nonattorney  
             employment relations officers in presenting cases before  
             the State Personnel Board and provide for a vertical  
             prosecution system when pursuing an adverse employment  
             action against an employee.
           
           

          Support: None Known

          Opposition: None Known

                                     HISTORY
           
          Source:  Authors 

          Related Pending Legislation:  SB 1400 (Romero).  See  
          Comment 4.

                                                                       




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          Prior Legislation:  None Known

          Prior vote:  Committee on Public Safety (Ayes 5, Noes 0).

          
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