BILL ANALYSIS                                                                                                                                                                                                    






                           SENATE JUDICIARY COMMITTEE
                         Senator Joseph L. Dunn, Chair
                           2005-2006 Regular Session


          AB 2927                                                A
          Assembly Member Leno                                   B
          As Amended August 7, 2006
          Hearing Date:  August 8, 2006                          2
          Government Code                                        9
          AMT:rm                                                 2
                                                                 7

                                     SUBJECT
                                         
                                 Public Records

                                   DESCRIPTION 

          This bill would establish a procedure for seeking review by  
          the Attorney General (AG) when a public agency denies or  
          fails to timely grant a written request for a record under  
          the Public Records Act (PRA).  The AG would issue a written  
          decision, and mail its decisions to the parties.  The AG  
          would also keep copies for public inspection, publish an  
          annual volume of decisions, and make decisions available on  
          the Internet.  To resolve conflict-of-interest questions,  
          the bill would: (1) permit a state agency to claim an  
          attorney-client relationship if the AG has previously  
          advised the agency regarding the application of the PRA to  
          a public record; (2) preclude the AG from issuing an  
          opinion on a PRA request made by a party to a pending  
          proceeding if the AG has provided or is providing legal  
          advice or representation to the state agency in that  
          proceeding; and (3) permit a state agency to retain legal  
          counsel other than the AG for further defense of any action  
          that is the subject of an adverse opinion by the AG.  A  
          person would not be required to exhaust this AG review  
          process before seeking a court order on a PRA denial, but a  
          court petition could not be submitted while a request for  
          AG review was still pending.

          The bill would also permit, in situations where a plaintiff  
          has successfully sued for enforcement of the PRA, a court  
          award to a plaintiff of up to $100 for each day that the  
                                                                 
          (more)



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          plaintiff was not permitted to access the public record, up  
          to a total of $10,000, if the court finds the agency took  
          the following actions in bad faith or with the knowledge  
          that the requested record was not exempt from disclosure  
          under the PRA: (1) failed to comply with the request; (2)  
          delayed in responding or in producing the record either  
          without reason, for a reason unsupported by compelling  
          circumstances, or for a reason that demonstrated a lack of  
          diligence; (3) imposed an unauthorized condition precedent  
          to access; or (4) otherwise frustrated timely and complete  
          access to the record.  The bill would list a number of  
          issues to be considered by the court in determining the  
          amount of any monetary award.

          This bill would also place new Internet posting  
          requirements on state agencies that have Internet Web  
          sites, effective January 1, 2008.  Agencies would be  
          required to post contact information for the person  
          responsible for responding to PRA or other information  
          requests and, where available or mandated, existing written  
          guidelines for requesting public records from the agency.   
          Agencies would also be required to host an online form that  
          could be used to submit an electronic request seeking  
          access to, or information regarding, a public record.   
          Other Internet posting requirements in the bill would be  
          deleted by author's amendments to be offered in committee.

          Pursuant to author's amendments to be offered in committee,  
          the bill would also require the appointment of a task force  
          to consider questions regarding the public value,  
          cost-effectiveness, and security associated with a  
          potential requirement that state agencies automatically  
          post PRA requests and denials and/or specified public  
          records on their Internet Web sites.

          [This analysis reflects author's amendments to be offered  
          in committee.]

                                    BACKGROUND  

          In 1999, this Legislature approved SB 48 (Sher) to permit  
          members of the public to seek written review from the AG  
          when a public records request was denied, and to permit a  
          court to issue a monetary award to a plaintiff when a  
          public agency declined to comply with a PRA request either  
                                                                       




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          in bad faith or with knowledge that the record was not  
          exempt from disclosure under the PRA.  The bill was vetoed  
          by Governor Davis on the basis that the AG review provision  
          did not address the potential for conflicts of interest  
          between the AG and state agencies.

          The Legislature then approved SB 2027 (Sher) in 2000 with  
          largely the same provisions, but with the addition of new  
          provisions to address the conflict of interest question  
          raised in the veto message for SB 48 (Sher, 1999).   
          Governor Davis also vetoed this bill, this time citing the  
          potential costs.  In his veto message, he directed the  
          Secretary of State and Consumer Affairs to review state  
          agencies' compliance with the PRA and make recommendations  
          on appropriate procedures to ensure a timely response.

          In 2002, the Legislature again approved a bill with largely  
          the same provisions, this time modifying the bill to  
          address the cost question by designating half of any  
          monetary awards under the bill for deposit in the General  
          Fund.  [  See  AB 822 (Shelley, 2002).]  Governor Davis vetoed  
          this bill as well, stating that the performance review  
          conducted by the Secretary of State and Consumer Affairs  
          had found that state agencies were giving timely responses  
          to PRA requests, and that there was very little litigation  
          challenging agencies' responses.  He further directed  
          various parties to implement recommendations for  
          establishing uniform guidelines for reviewing PRA requests  
          and providing updated training materials.

          In January 2006, the bill's sponsor, Californians Aware  
          (CalAware), conducted a performance audit regarding the  
          compliance of state agencies, boards, and commissions with  
          the requirements of the PRA.  The author states that this  
          audit revealed an average score of "F" for the state  
          agencies that were audited.  Of the 31 agencies audited,  
          CalAware states that 90 percent failed to post written  
          guidelines for making public records requests, two-thirds  
          did not provide a copy of their written guidelines at their  
          main offices when a visitor requested a copy, more than  
          half failed to provide a copy of the requested record  
          within the ten-day statutory deadline, and some of those  
          that timely complied charged an improper fee.  CalAware  
          also notes that employees at 71 percent of the audited  
          agencies asked the requestor, in violation of the PRA, to  
                                                                       




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          state his or her name, who he or she was working for, or  
          why he or she was requesting the information. 

          According to the author, Governor Schwarzenegger responded  
          to the CalAware audit by issuing Executive Order S-03-06 on  
          March 29, 2006, which required state agencies, boards, and  
          commissions to review and post PRA request guidelines in a  
          conspicuous public place at all office locations, to  
          identify and designate staff to handle PRA requests, and to  
          ensure appropriate training of designated staff on the  
          rudiments of the PRA.  The sponsor indicates the Executive  
          Order was implemented in April of this year, but a  
          representative informs committee staff that a recent  
          informal poll of agency staff who attended new training  
          sessions revealed that many staff members remained  
          uninformed or misinformed about key elements of the PRA.

          In this bill, the author seeks to reintroduce the  
          enforcement and review provisions previously contained in  
          SB 48 (Sher, 1999), SB 2027 (Sher, 2000), and AB 822  
          (Shelley, 2002), arguing that the recent CalAware  
          performance audit demonstrates that agency compliance with  
          the PRA under existing legal restrictions and requirements  
          is inadequate.  The author also seeks to "bring the [PRA]  
          into the 21st century" by requiring the posting of  
          specified PRA request information on agency Web sites. 

                             CHANGES TO EXISTING LAW
           
           1.Existing law  , the Public Records Act (PRA), declares that  
            access to information concerning the conduct of the  
            people's business is a fundamental and necessary right of  
            every person in this state, and grants every person the  
            right to inspect any public record unless the record is  
            exempted from disclosure under the PRA.  [Gov. Code   
            6250, 6253(a).]

             Existing law  requires an agency to determine within ten  
            days of receiving a PRA request whether the request seeks  
            a disclosable public record, and to promptly notify the  
            requestor of the determination and the reasons therefore.  
             [Gov. Code  6253(c).]

             Existing law  requires an agency to justify any  
            withholding of a record sought under the PRA by  
                                                                       




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            demonstrating either that the record is exempt from  
            disclosure or that "on the facts of the particular case  
            the public interest served by not disclosing the record  
            clearly outweighs the public interest served by  
            disclosure of the record."  [Gov. Code  6255(a).]  If a  
            request is in writing, any denial of the request must  
            also be in writing.  [Gov. Code  6255(b).]

             Existing law  permits any person to institute court  
            proceedings for injunctive or declaratory relief or a  
            writ of mandate to enforce a right to inspect or receive  
            a copy of a public record or class of records.  [Gov.  
            Code  6258.]

             Existing law  requires courts to order a public official  
            to make a public record public if the court determines  
            that the withholding of the record was not justified  
            under the PRA.  [Gov. Code  6259(a)-(b).]  A plaintiff  
            who prevails in seeking a court order to make a record  
            public is entitled to court costs and reasonable  
            attorney's fees.  [Gov. Code  6259(d).]

             This bill  would establish an optional, intermediate  
            procedure through which a member of the public may seek  
            review by the Attorney General (AG) of an agency's  
            failure to grant a written request for a public record  
            under the PRA, as follows:  
           
                  A request for review would have to be submitted to  
               the AG within 20 days of an agency denial of a PRA  
               request, or within 40 days of the plaintiff's  
               submission of the request if the agency did not  
               respond.  

                 The AG would be required to issue a written opinion  
               within 20 days of receiving a request for review,  
               stating whether the agency's denial of or lack of  
               response to the PRA request was in compliance with the  
               PRA, unless the AG extended the time for review by 30  
               days for "good cause."  These time limits would be  
               directory, not mandatory.  A request for review of a  
               denial by the AG would be treated as a request for  
               reconsideration and would, if possible, be reviewed by  
               members of the AG's office not involved in the  
               original denial.
                                                                       




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                 The AG would not be permitted to issue an opinion  
               if the PRA request was made to a state agency by a  
               party to a pending proceeding involving the agency or  
               an employee of the agency, or a party to a pending  
               investigation by the agency, and the AG has provided  
               or is providing legal advice or representation to the  
               state agency with regard to the proceeding or  
               investigation.

                 A state agency could claim an attorney-client  
               relationship with the AG and seek to preclude the AG  
               from issuing an opinion if the agency previously  
               received advice from the AG regarding the application  
               of the PRA to public records.

                 Upon issuing an opinion, the AG would be required  
               to: (1) mail copies to the person requesting review  
               and the agency that denied access to the record; (2)  
               keep copies of the opinions in AG offices for public  
               inspection; (3) annually publish a special volume of  
               such opinions; and (4) make the opinions available on  
               the Internet.  The AG could charge a fee for the sale  
               of special volumes to cover the costs of publication  
               and distribution.

                 Although a person would not be required to seek AG  
               review before instituting court proceedings, a person  
               who sought AG review could not file a court action  
               until either ten days after the issuance of the AG  
               opinion or until he or she had withdrawn the AG review  
               request.

                 A state agency that received an adverse opinion  
               from the AG would be permitted to retain counsel other  
               than the AG for any further defense of that action,  
               and would compensate that retained counsel at the same  
               rate the AG would charge for the same legal services.   
               The AG's representation of the agency on any other  
               matter would not be affected.

                 Neither the AG, the Department of Justice (DOJ),  
               nor any staff would be subject to suit or discovery  
               for actions taken as a result of this review, except  
               where AG or DOJ records are at issue.
                                                                       




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             This bill  would permit a court, in its discretion, to  
            award up to $100 for each day that a state or local  
            agency's action resulted in the denial of a plaintiff's  
            right to copy or inspect a public record (up to a total  
            award of $10,000) if the state or local agency did any of  
            the following in bad faith or with knowledge that the PRA  
            request sought a disclosable record: 

                 Declined to comply with a request for a disclosable  
               public record;
                 Delayed in responding to a request seeking a  
               disclosable public record, or in producing that  
               record: (1) without stating the reason to the  
               requestor; (2) for reasons not supported by compelling  
               circumstances; or (3) for reasons that demonstrate a  
               lack of diligence in making the records available  
               promptly, without delay or obstruction;
                 Imposed a condition precedent to access to a  
               disclosable public record that is not authorized by  
               the PRA, such as requiring excessive copying fees; or
                 Otherwise frustrated timely and complete access to  
               the record.

             This bill  would require a court, in determining the  
            amount of a monetary award under this section, to  
            consider the following:

                 Whether the agency unreasonably failed to respond  
               within specified time periods, or otherwise caused an  
               undue delay;
                 Whether the agency's justification for denying the  
               request was reasonably based upon its perceived  
               obligation to protect the rights of persons or  
               entities identified in the records;
                 Whether the agency developed publicly accessible  
               internal operating procedures or guidelines, as  
               required under the PRA;
                 Whether the plaintiff pursued the request in good  
               faith; and
                 Whether the agency's conduct is inconsistent with  
               the PRA based on a reasonable interpretation of the  
               law.

           1.Existing law  requires any agency that has public records  
                                                                       




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            in an electronic format to make those records available  
            in an electronic format when requested by any person, so  
            long as the records are not exempt from disclosure under  
            the PRA.  [Gov. Code  6253.9(a).]  However, an agency  
            need not release the record in electronic format if the  
            release would jeopardize or compromise the security or  
            integrity of the original record or the proprietary  
            software on which the record is maintained.  [Gov. Code   
            6253.9(b)(f).]

             Existing law  states that every agency may adopt  
            regulations stating the procedures to be followed when  
            making its records available in accordance with the PRA.   
            Specified agencies are required to establish written  
            guidelines for accessibility of records, post a copy of  
            these guidelines in a conspicuous public place at their  
            offices, and make a copy of the guidelines available upon  
            request free of charge.  [Gov. Code  6253.4(a).]

             This bill  would require every state agency that hosts an  
            Internet Web site to include on its homepage, prominently  
            displayed without scrolling, the words "Public  
            Information Center," which shall be followed by, or shall  
            link to, on another page, all of the following:

                 Under the words "Whom to Contact," the title,  
               mailing address, telephone number, and e-mail address  
               of the public information officer or other person to  
               whom requests for inspection or copying of records  
               pursuant to the PRA, or informal requests for simple  
               factual information, should be directed.

                 Under the words "How to Request Records," any  
               written guidelines authorized or required under  
               Government Code  6253.4(a), and an HTML form for  
               submitting online requests for public records under  
               the PRA.  The HTML form would contain all of the  
               following labeled fields: 

              (1)  Today's date. 
              (2)  My name (optional). 
              (3)  My e-mail address (optional). 
              (4)  My postal address (optional). 
              (5)  My telephone number (optional). 
              (6)  I am interested in the following records or  
                                                                       




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            information: 
              (7)  Where can I inspect these records? 
              (8)  Send me copies of the records without inspection. 
              (9)  Send me a fee estimate before copying.

               The HTML form would also be required to be designed to  
               immediately and automatically send a copy of the  
               request to the email address from which it was sent.

             This bill  would permit a person to seek a court order  
            requiring a state agency to comply with the Internet  
            posting requirements of the bill through a petition for  
            an order to show cause, using a process that mirrors the  
            existing process for seeking court enforcement of a PRA  
            records request under Section 6259 of the Government  
            Code.   The bill  would also mirror Section 6259's  
            provision requiring a prevailing plaintiff to be awarded  
            court and discovery costs and reasonable attorney's fees.

             This bill  would provide that the new Internet posting  
            requirements, and the applicable enforcement provision,  
            shall become effective on January 1, 2008.

             This bill  would require the appointment of a task force  
            to consider and make recommendations for a statutory  
            standard governing the posting of Public Records Act  
            requests and denials and/or public documents that are  
            subject to disclosure under the Public Records Act on the  
            Internet Web sites of state agencies.  [The full  
            provisions governing the appointment of this task force  
            are set out in Comment 7 below.]

                                     COMMENT
           
           1.Stated need for the bill  

            Although the sponsor expresses gratitude for Governor  
            Schwarzenegger's issuance of an Executive Order this year  
            to require both the prominent posting of PRA guidelines,  
            and the designation and training of staff to handle PRA  
            requests, the sponsor argues that "the passage of time,  
            changes in personnel and perhaps even in policy with  
            succeeding administrations will inevitably erode any  
            corrections made by such training."  Instead, the sponsor  
            argues that "permanent and structural adjustment is  
                                                                       




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            needed, and indeed overdue given 21st Century information  
            practices."

          2.General requirements of the Public Records Act (PRA)  

            The PRA declares that access to information concerning  
            the conduct of the people's business is a fundamental and  
            necessary right of every person in this state, and  
            therefore grants every person the right to inspect any  
            public record unless that record is explicitly exempted  
            from disclosure.  [Gov. Code  6250, 6253(a).]  Public  
            agencies are required to determine within ten days of  
            receiving a request whether it pertains to a disclosable  
            public record, and to make any disclosable record  
            "promptly available" upon receiving a request that  
            reasonably describes an identifiable record.  [Gov. Code  
             6253(b)-(c).]

            Any person may bring a court action to enforce his or her  
            right to inspect or receive a copy of a public record,  
            and a court must order a public official to make a  
            requested record public if it determines that the  
            withholding of the record was not justified under the  
            PRA.  [Gov. Code  6258, 6259.]  A prevailing plaintiff  
            who receives a court order to make a record public is  
            entitled to an award of reasonable attorney's fees.   
            [Gov. Code  6259(d).]

           3.Attorney General review process  

            The bill would establish an AG review procedure that any  
            person could use to seek a written opinion on whether an  
            agency's denial of a public records request was correct.   
            This review procedure has enjoyed support in past bills  
            on the basis that it would be a fast and efficient way to  
            seek an opinion on a PRA request, and because the  
            requester would not be required to invest the time and  
            expense associated with a full court action.

            Under the bill, review would be sought from the AG either  
            upon receipt of a denial of a PRA request - in which case  
            the requester would be required to seek an AG opinion  
            within 20 days of the denial - or upon the failure of the  
            agency to respond to the request within 20 days - in  
            which case the requester would be required to seek an  
                                                                       




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            opinion within 40 days of submitting his or her PRA  
            request.  Upon receipt of a request for an opinion, the  
            AG would be expected to issue its written opinion within  
            20 days unless a finding of "good cause" justifies an  
            additional delay of up to 30 days.  However, the bill  
            would establish that the time limitations for the AG are  
            directory, not mandatory.

            The AG review process proposed in the bill would not  
            necessarily be a faster process than the currently  
            available court processes.  If a case can be made to the  
            court for an expedited hearing, a court action could  
            conceivably be heard within a day or two of filing (which  
            could be as soon as ten days after the request was  
            submitted).  The real benefit of the AG review process  
            contemplated in the bill would be the fact that it is a  
            less complicated filing process and does not require the  
            person seeking access to pay court filing fees or an  
            attorney's retainer.  On the other hand, if a person were  
            to decide that the court review process would be more  
            beneficial to him or her, the bill would clearly  
            establish that a person is not required to seek AG review  
            before bringing a court action under the PRA.  The only  
            constraint would be that a person could not seek court  
            review while a request for AG review remained pending.

            Providing further potential assistance to agencies and  
            members of the public, the bill would require the AG to  
            collect the written opinions it issues under the bill  
            into an annual publication and to make those opinions  
            available on the Internet.  This compilation of written  
            opinions could ultimately evolve into a comprehensive  
            body of materials interpreting the requirements of the  
            PRA.  By making these opinions widely available, the bill  
            could establish an additional resource for agencies and  
            members of the public to consult in seeking information  
            about what records requests are appropriate under the  
            PRA.  The bill would permit the AG to charge a fee for  
            its annual volume of opinions, not to exceed the costs of  
            publication and distribution.

            Opponent California Law Enforcement Association of  
            Records Supervisors (CLEARS) argues that the AG review  
            provision could create a conflict of interest situation  
            because it would require the AG to issue quasi-judicial  
                                                                       




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            decisions regarding the actions of state agencies, when  
            some of those agencies might be entitled to  
            representation by the AG in related actions or  
            circumstances.  The bill contains a number of provisions  
            that are designed to address these concerns: (1) In cases  
            where the AG has previously advised a state agency  
            regarding the agency's response to PRA requests, the bill  
            specifies that the agency may have a basis for claiming  
            an attorney-client relationship that would prohibit the  
            AG from issuing an opinion on the issue; (2) In cases  
            where the AG has represented or advised, or is  
            representing or advising, a state agency in a pending  
            proceeding, the AG would not be authorized to issue an  
            opinion regarding a PRA request from a party to that  
            proceeding; and (3) In cases where a state agency would  
            otherwise be entitled to representation by the AG in its  
            defense of a PRA denial, but the AG has issued a written  
            opinion adverse to that denial, the bill would establish  
            that the agency may retain other counsel who shall be  
            compensated at the same rate the AG would charge for the  
            same legal services.  These provisions appear to  
            adequately address the possibility that the AG's  
            quasi-judicial role under this bill could create a  
            conflict of interest.

            One possible result from the conflict of interest  
            provisions should be considered, however.  Allowing an  
            agency to claim an attorney-client relationship if the  
            agency previously received advice from the AG about how  
            to respond to a PRA request could encourage agencies to  
            consult the AG about such requests, in advance of  
            responding, with increased frequency.  Seeking such  
            advice in advance could serve the dual purpose of  
            informing the agency about how to respond to the request  
            and insulating the agency from the potential for future  
            AG administrative review.  While it would not be ideal to  
            encourage actions to avoid administrative review, it  
            could ultimately be of some benefit to the public if  
            agencies seek legal advice on difficult PRA questions  
            before denying the requests.

            The bill would also provide that the AG and the  
            Department of Justice (DOJ) are immune from suit or  
            discovery in any suit for any action taken as a result of  
            review conducted under this section of the bill, except  
                                                                       




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            where the records of the AG or DOJ are the subject of the  
            request.

            The author's staff notes that the author did not add this  
            section to the bill until the author had received  
            verification from the AG's office that it was not opposed  
            to the procedures and terms contained in this section.

           4.Monetary penalty provision  

            This bill would grant courts discretion to award monetary  
            fees to a plaintiff in specified situations, in effect as  
            a penalty to public agencies for willful or knowing  
            failures to comply with the PRA.  Specifically, the bill  
            would permit a court to award up to $100 per day, with a  
            total limit of $10,000, when a public agency is found to  
            have taken any of the following actions in bad faith or  
            with knowledge that a PRA request sought a disclosable  
            public record:  (1) failed to comply with the request;  
            (2) delayed in responding or producing the record either  
            without reason, for a reason unsupported by compelling  
            circumstances, or for a reason that demonstrated a lack  
            of diligence; (3) imposed an unauthorized condition  
            precedent to access; or (4) otherwise frustrated timely  
            and complete access to the record.  This potential  
            monetary award would be in addition to the mandatory  
            award of attorney's fees that is available under existing  
            law.

            Opponent California Association of Highway Patrolmen  
            (CAHP) argues that the bill (presumably this provision of  
            the bill) will increase the number of public records  
            requests exponentially and "allow attorneys to  
            concentrate their business solely on suing state and  
            local agencies for violations of [the PRA], thereby  
            inundating the agency with requests and allowing these  
            attorneys to sue for their fees when successful."  CAHP's  
            apparent concern is that the possibility of a monetary  
            fee award would provide a "carrot" to encourage the  
            filing of unnecessary PRA requests for the sole purpose  
            of justifying litigation if the PRA request is treated  
            improperly by the public agency.
            Given the limitations built into the monetary award  
            provision, it does not appear that the provision would  
            encourage frivolous or unnecessary PRA requests and suits  
                                                                       




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            any more than the existing attorney's fees provision.   
            Although the provision would allow a person to seek a  
            monetary award for different types of failure to comply  
            with the PRA - including improper denials of access,  
            certain types of delay in complying with a PRA request,  
            imposition of an improper condition precedent to access  
            to the record, or other acts that frustrate timely and  
            complete access - the court could only make an award upon  
            a finding that the agency acted in bad faith or with  
            knowledge that the relevant PRA request sought a record  
            that is subject to disclosure under the PRA.  Under this  
            standard, a denial or delay based on a belief that a  
            record is or might be exempt from disclosure would not be  
            a basis for a penalty award.

            Moreover, committee staff is informed that the author has  
            reached a conceptual agreement with opponent California  
            State Association of Counties (CSAC) to further limit the  
            monetary award language by requiring the court to find  
            either bad faith or "reckless disregard" of the  
            requirements of the PRA.  Mere knowledge that a record  
            was subject to disclosure under the PRA might not justify  
            a penalty award if the agency did not act in "reckless  
            disregard" of the PRA.  This modification would further  
            ensure that the monetary award provision is available as  
            a tool for ensuring good faith compliance with the PRA,  
            without expanding the market for unnecessary or frivolous  
            lawsuits.

            DOES THE AUTHOR INTEND TO AMEND THE MONETARY PENALTY  
            PROVISION TO REPLACE THE "KNOWLEDGE" STANDARD WITH A  
            "RECKLESS DISREGARD" STANDARD?

            In addition to the above standard for justifying a  
            monetary award, the limitations placed on the amount of a  
            potential award also make it unlikely that this provision  
            would provide any significant inducement to bring  
            unnecessary suits.  The award would be limited to $100  
            for every day that the agency denies a person's rights  
            under the PRA, and would be capped at a total of $10,000.  
             In the absence of a long period of noncompliance, the  
            award amount would not likely be significant.  Moreover,  
            the bill would provide a list of questions for the court  
            to consider in determining the amount of an award,  
            including: (1) whether the agency caused an unreasonable  
                                                                       




          AB 2927 (Leno)
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            or undue delay; (2) whether the agency's action was  
            reasonably based upon its perceived obligation to protect  
            the rights of persons or entities identified in the  
            records; (3) whether the agency had developed publicly  
            accessible internal operating procedures or guidelines;  
            (4) whether the plaintiff acted in good faith; and (5)  
            whether the agency's conduct is inconsistent with the PRA  
            based on a reasonable interpretation of the law.  This  
            standard could further limit significant monetary awards  
            to those involving unreasonable or bad faith actions. 

            In addition to the bill's built-in limitations on the  
            circumstances in which a court would award more than a  
            small monetary penalty, it is not clear that even the  
            potential for a full award of $10,000 would significantly  
            increase the inducement for plaintiffs to sue beyond the  
            attorney's fees award already available under existing  
            law.

           5.Internet posting requirements that are not removed by  
            author's amendments  

            In the interest of "bring[ing] the [PRA] into the 21st  
            century," the bill would require state agencies that  
            already have Internet Web sites to add prominent sections  
            to those sites that provide the public with: (1)  
            information about who to contact with PRA requests; (2)  
            written guidelines for requesting public records from the  
            agency; and (3) an online form that may be used to submit  
            a request for information or access to a public record  
            electronically.  These requirements would follow on the  
            heels of other efforts to modernize the PRA, such as  
            recent statutes requiring agencies to provide certain  
            records in an electronic form upon request or requiring  
            certain public records to be posted online.  [  See  Gov.  
            Code  6253.8, 6253.9.]  

            The most complex requirement added by this section of the  
            bill would be the mandate for agencies to create an  
            online form that may be used by the public to  
            electronically submit requests for PRA records or  
            information.  It should be noted that this provision  
            would require agencies to accept PRA records and  
            information requests that are submitted over the  
            Internet, but would not require agencies to respond over  
                                                                       




          AB 2927 (Leno)
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            the Internet or to provide copies of public records  
            electronically (any more than is already required under  
            existing law in Section 6253.9. of the Government Code).

            The bill's Internet posting requirements would not place  
            requirements on state agencies that are significantly  
            different in concept from existing requirements, since  
            state agencies are already required to both facilitate  
            PRA requests and provide information to the public about  
            how to file such requests.  However, the actual  
            implementation of the requirements could involve some  
            complicated considerations, since there are presumably  
            technological nuances associated with creating an online  
            form for submitting electronic PRA requests.   
            Implementation would also likely require a number of  
            staffing and resource considerations in order to set up  
            and manage the new Internet requirements.  

            The potential difficulty of implementing these changes is  
            put into greater relief by the fact that the bill would  
            also create an enforcement provision for these  
            requirements to mirror the existing PRA enforcement  
            provision, including a requirement that mandatory  
            attorney's fees be granted to a prevailing plaintiff.  In  
            light of the strong measures the bill would put in place  
            for prosecuting violations, the author has agreed to  
            offer amendments in committee to delay the implementation  
            of this provision until January 1, 2008.

            Two additional, minor clarifications may also be  
            appropriate.  First, the required labels for the online  
            form contain a heading that would allow a person to  
            request that an entity "Send me copies of the records  
            without inspection."  This language is presumably meant  
            to reflect that a person may request that the agency send  
            public records to him or her without first visiting the  
            agency to "inspect" the records.  However, there may be  
            confusion among members of the public as to what is meant  
            by "inspection."

            SHOULD THE WORDS "WITHOUT INSPECTION" BE DELETED FROM THE  
            ONLINE FORM REQUIREMENTS, FOR PURPOSES OF CLARITY?

            The bill would require that the online request form be  
            designed to "immediately and automatically send a copy of  
                                                                       




          AB 2927 (Leno)
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            the request to the e-mail address from which it was  
            sent."  This requirement is presumably designed to ensure  
            that a person can easily keep a copy of the online  
            request.  However, the other terms of this section  
            specify that it is "optional" for a person to include his  
            or her e-mail address on the request form.  It would  
            presumably be impossible for the form to send a copy of  
            the request to the person's e-mail address if that  
            address is not provided. 

            SHOULD IT BE CLARIFIED THAT A COPY NEED ONLY BE SENT TO  
            THE E-MAIL ADDRESS FROM WHICH THE REQUEST WAS SENT "IF  
            THAT E-MAIL ADDRESS IS PROVIDED BY THE PERSON SUBMITTING  
            THE FORM"?

           6.Author's amendments to remove certain Internet posting  
            requirements and instead convene a task force to study  
            the issue and make recommendations  

            The author has agreed to offer author's amendments in  
            committee to remove a large portion of the Internet  
            posting requirements currently contained in the bill.   
            This amendment is offered in recognition of concerns  
            raised by committee staff and certain state agencies and  
            boards that proposed requirements for the automatic  
            posting of certain public documents on the Internet could  
            result in significant costs and potential security  
            concerns, while providing an uncertain amount of public  
            benefit.  

            In place of the relevant provisions of the bill, the  
            author's amendments would create a task force to make  
            recommendations regarding the possibility of requiring  
            public records to be posted automatically online, taking  
            into consideration the potential value to the public, any  
            implementation and management costs, and the availability  
            of adequate security protections.  [The full text of this  
            provision is set out in Comment 7 below.]  

            The one unresolved question with regard to the creation  
            of a task force is what entity would be most appropriate  
            to convene the task force.  The author's staff has  
            suggested that the Administration, the Department of  
            Justice (DOJ), or the Secretary of State may be  
            appropriate options.  The author's staff further  
                                                                       




          AB 2927 (Leno)
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            indicates that the author would suggest DOJ as the most  
            appropriate option, since it is the entity that would be  
            responsible for defending state agencies that fail to  
            comply with whatever requirements are ultimately  
            implemented.

            WHAT ENTITY WOULD BE THE MOST APPROPRIATE CHOICE TO  
            CONVENE THE TASK FORCE TO REVIEW THE AUTHOR'S PROPOSED  
            INTERNET POSTING REQUIREMENTS?

           7.Author's amendments  

            The following amendments will be offered by the author in  
            committee:

             A.   On page 3, strike out lines 27 - 39, and strike out  
               page 4, and insert:

               (c)  This section shall become effective on January 1,  
               2008.

               SEC. 2.  (a) The [insert agency or department here]  
               shall appoint an advisory task force to consider and  
               make recommendations for a statutory standard  
               governing the posting of Public Records Act requests  
               and denials and/or public documents that are subject  
               to disclosure under the Public Records Act on the  
               Internet Web sites of state agencies.

               (b) The task force should consider the following  
               issues:

               (1) Whether it is of greater value to the public for  
               state agencies to automatically post, with appropriate  
               security and privacy controls, certain public records  
               that are subject to disclosure under the Public  
               Records Act, Government Code  6250, et seq., on  
               agency Web sites rather than making such records  
               available to requesters on a request-only basis.   
               Specific consideration should be given to records that  
               relate to the compensation and economic interests of  
               key public officials and consultants, and the  
               performance of public agencies, including but not  
               limited to the settlement of litigation.  Specific  
               consideration should also be given to what specific  
                                                                       




          AB 2927 (Leno)
          Page 19



               advantages or disadvantages may be associated with an  
               affirmative Internet posting requirement.

               (2) Whether eventual cost savings and/or increases in  
               efficiency are likely to offset the implementation and  
               management costs of requiring state agencies to  
               automatically post disclosable public records on their  
               Internet Web sites, and whether certain types of  
               public record are better suited to automatic  
               disclosure based on these cost/efficiency  
               considerations.

               (3) Whether appropriate security measures are  
               available, and cost-effective, to ensure that the  
               personal or proprietary information contained in a  
               public record that is posted on the Internet is  
               protected from the possibility of identity theft or  
               other forms of misuse.

               (4) Whether appropriate security measures are  
               available, and cost-effective, to ensure that  
               disclosable public records posted on the Internet are  
               protected from alteration by third parties or other  
               forms of misuse.

               (5) Other issues that might arise from a statutory  
               requirement that certain public records be  
               automatically posted on agency Internet Web sites.

               (c) Members of the task force shall include the  
               following:

               (1) State agency and/or board representatives.

               (2) Representatives of the Department of Information  
               Technology.

               (3) Representatives of organizations with expertise in  
               technical policy and practices of Internet disclosure.

               (4) Representatives of organizations with expertise in  
               public integrity, goals, and values.

               (5) Representatives of organizations with expertise in  
               informed electoral participation.
                                                                       




          AB 2927 (Leno)
          Page 20




               (6) Representatives of organizations with expertise in  
               investigative journalism.

               (7) Legislative staff representatives.

             B.   On page 21, strike out lines 6 - 17, and insert:

               (e)  This section shall become effective on January 1,  
               2008.


          Support:  Associated Builders and Contractors of  
                 California; California Newspaper Publishers  
                 Association; Center for Public Interest Law; Common  
                 Cause; United Reporting Publishing Crime Beat News

          Opposition:  California Law Enforcement Association of  
                    Records Supervisors (CLEARS); California State  
                    Association of Counties (CSAC); California State  
                    Sheriffs' Association; California Veterinary  
                    Medical Association; Riverside County Sheriff's  
                    Department; Veterinary Medical Board; one  
                    individual

                                     HISTORY
           
          Source:  Californians Aware

          Related Pending Legislation:  None Known

           Prior Legislation:  SB 48 (Sher, 1999), vetoed by Governor  
                        Davis, would have permitted a person to seek  
                        written review from the AG when an agency  
                        declined to comply with a PRA request.  The  
                        bill would also have permitted a court award  
                        of up to $100 per day (up to $10,000) when a  
                        public entity declined to comply with a PRA  
                        request either in bad faith or with knowledge  
                        that the record was not exempt from PRA  
                        disclosure.

                        SB 2027 (Sher, 2000), vetoed by Governor  
                        Davis, mirrored SB 48 but added provisions to  
                        address concerns from the SB 48 veto message  
                                                                       




          AB 2927 (Leno)
          Page 21



                        that review of PRA request denials by the AG  
                                                                                          could cause a conflict of interest between  
                        the AG and state agencies that might be  
                        represented by the AG.

                        AB 822 (Shelley, 2002), vetoed by Governor  
                        Davis, mirrored SB 2027 but also specified  
                        that 50% of a court award against a public  
                        entity under the terms of the bill would go  
                        to the General Fund if a plaintiff first  
                        sought written review from the AG of the  
                        decision not to comply with the PRA request.

          Prior Vote:  Assembly Floor (80 - 0)
                   Assembly Appropriations (13 - 5)
                   Assembly G.O. (12 - 0)
          
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