BILL ANALYSIS                                                                                                                                                                                                    Ó          1





                SENATE ENERGY, UTILITIES AND COMMUNICATIONS COMMITTEE
                                 ALEX PADILLA, CHAIR
          

          SB 1000 -  Yee                Hearing Date:  April 17, 2012      
           S
          As Amended:         April 10, 2012           FISCAL       B

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                                      DESCRIPTION
           
           Current law  requires that the records of every state agency be 
          made available for public inspection upon request, with certain 
          exceptions and subject to procedures.  This law is commonly 
          referred to as the California Public Records Act (CPRA).

           This bill  requires the California Public Utilities Commission 
          (CPUC) to immediately revise its rules and regulations related 
          to public access to records.

           Current law  requires public utilities to furnish to the CPUC, as 
          requested, copies of any or all maps, profiles, contracts, 
          agreements, franchises, reports, books, accounts, papers, and 
          records in its possession or in any way relating to its property 
          or affecting its business, and also a complete inventory of all 
          its property in such form as the commission may direct as 
          necessary it to carry out its regulatory duties.  

           Current law  establishes a presumption against public disclosure 
          of any information submitted to the CPUC by a public utility 
          unless it orders the information to be made public.  Any 
          official or employee of the commission who releases confidential 
          information not ordered for release is guilty of a misdemeanor. 

           This bill  eliminates the misdemeanor offense for release of 
          confidential information by an official or employee of the CPUC.

           This bill  requires that any order or recommendation of the CPUC 
          or any accident report filed with or generated by the commission 
          be made public in compliance with the CPRA and that the 











          commission create a list of safety-related reports that will be 
          automatically disclosed to the public.

           This bill  exempts nine specific categories of safety-related 
          reports and records from any consideration of confidentiality by 
          the CPUC thus requiring public release.

           This bill  requires the CPUC to determine whether any exemptions 
          of the CPRA apply to the release of the record or any other law 
          restricting disclosure, and to redact information as appropriate 
          prior to that disclosure.

           Current law  requires the CPUC to establish written guidelines 
          for accessibility of records and post them in a conspicuous 
          public place.  

           This bill  requires the CPUC to post on its Internet Web site 
          indices of records maintained by the CPUC and to explain whether 
          and how they may be located, prior requests received to 
          designate documents as confidential, and the disposition of 
          those requests, and specified records of safety investigations, 
          tests and reports.

                                      BACKGROUND
           
          Unlike other state agencies, the CPUC operates under a statute 
          (PUC 583) which in practice makes public access to much of the 
          information in its proceedings the exception, rather than the 
          rule without positive action by the commission to make those 
          documents public.  

          According to prior analyses on this issue, the statute has its 
          origins in a law enacted in 1951.  Notwithstanding the 
          subsequent "open government" reforms in California, the 
          California Public Records Act (CPRA), the statutory standard for 
          public access to utility filings held by the CPUC, has not 
          fundamentally changed since 1951.

          The CPRA gives every person the right to inspect and obtain 
          copies of all state and local government documents not exempt 
          from disclosure.  Exemptions include corporate financial records 
          and corporate proprietary information, including trade secrets.  
          The CPRA also specifically provides that information held by the 
          CPUC which is deemed confidential under Public Utilities Code 










          Section 583 is not required to be disclosed.  

          CPUC Records Access - On its own accord the CPUC issued a 
          proposal last month that would improve and streamline the 
          process for the public to access documents received or generated 
          by the CPUC.  The CPUC's current policies for public access to 
          records are included in its General Order 66-C which was adopted 
          in 1974 and amended in 1982.  Consequently, the 30 year old 
          policies are long overdue for reform.  By its own admission the 
          CPUC's regulations for public access to records are "outdated 
          and cumbersome, and often delay rather than facilitate access to 
          records requested under the California Public Records Act."

          The CPUC has released a draft resolution to revise its policies 
          which would be reflected in a new General Order 66-D.  The draft 
          is out for public comment.  The schedule for formal adoption by 
          the CPUC is unknown at this time.  The Draft Resolution is a 
          significant departure for the CPUC which has generally started 
          from the standpoint that everything they do is confidential and 
          the public and press has had an uphill battle in gaining access 
          to the records.  The CPUC has reviewed outdated rules that 
          impede the CPUC's ability to share documents with the public it 
          serves, and the new policy is intended to allow the CPUC to 
          provide the public with more immediate access to documents.  In 
          addition, by updating the CPUC's regulations governing public 
          access to CPUC records; establishing procedures for more uniform 
          processing of records requests and requests for confidential 
          treatment of documents provided to the CPUC; and improving 
          access to records on the CPUC's website, the CPUC could 
          substantially streamline public access to records and 
          information.  

          The Draft Resolution does emphasize three areas for which 
          confidentiality should be retained related to "privacy of 
          individual residents, short-term market sensitivity, and 
          critical infrastructure."

                                       COMMENTS
           
              1.   Author's Amendments  .  The author intends to strike two 
               significant provisions of this bill as follows.  Given his 
               intent, this analysis is based on the bill as he intends to 
               amend it.











               a)     Eliminate section 2 of this bill which amends Public 
                 Utilities Code Section 454.5 which would strike, at page 
                 3, lines 24 through 32; all of pages 4 through 7; and on 
                 page 8, lines 1 through 35; and
               b)     Eliminate proposed subdivision (c) of Public 
                 Utilities Code Section 583 which would strike, at page 9, 
                 lines 34 through 37.

              1.   Author's Purpose  .  The author reports that there have 
               been multiple documented instances of the CPUC denying 
               public access to safety reports, audits, and other public 
               information. In fact, most documents at the commission are 
               shielded by a secrecy statute passed in 1951 and a CPUC 
               rule adopted in the mid-1950s.  Unlike most states - as 
               well as all other public agencies in California - CPUC 
               keeps documents secret unless the commission votes to allow 
               public access. 

               Compounding the lack of disclosure, the CPUC often allows 
               private utility companies to determine whether information 
               is open or confidential - a practice that is specifically 
               outlawed for all other state and local agencies as a result 
               of a 2008 law (SB 1696) also authored by Yee.

               The secrecy statute was used in 2005 to prevent public 
               disclosure of records regarding gas pipeline accidents to 
               KNBC, a Los Angeles area television station. And despite 
               the 2010 San Bruno disaster, the same statute is still 
               being used today to prevent public access by Californians 
               concerned about dangerous pipelines running underneath 
               their neighborhoods.  Californians have a fundamental right 
               to know how their government is working and have access to 
               documents that they are essentially paying for and that 
               affect their families. There is no justification for the 
               CPUC to have a different set of rules.  SB 1000 adds the 
               specificity and clarity required to insure that the CPUC 
               adheres to the California Public Records Act.

              2.   Ancient Records Access Policy  . The author opines that 
               the CPUC's presumption of confidentiality for its records, 
               as well as a misdemeanor penalty on officials and staff 
               that release documents without a commission order, are a 
               barrier to public access of its records.  The CPUC advises 
               that this section does not forbid the disclosure of any 










               information and that the CPUC has unrestricted authority to 
               order the release of documents.  The commission opines that 
               the problem with this section is the "chilling effect on 
               the public disclosure of CPUC records" created by the 
               statutory threat of a misdemeanor offense for any staff 
               that disclose records furnished by a utility in the absence 
               of a CPUC order specifically authorizing such disclosure.
               Every state agency is required to establish written 
               guidelines for accessibility of records and post them in a 
               conspicuous public place which the commission has done 
               through its General Order 66-C which is posted on its 
               website.  However, the greatest chill on records release 
               appears to be that the policy was adopted in 1974 and has 
               not been revised since 1982 - more than 30 years ago.  The 
               document is brief, only five pages, and the content is 
               primarily a restatement of statutes not a substantive 
               policy and direction for staff on how to manage records 
               release.  The next most substantive provisions are the 
               laundry list of documents that are restricted from 
               released.  

               In March the commission released a resolution and draft of 
               a new general order (66-D).  They have done a comprehensive 
               review of policies and are now updating policies and 
               processes governing public access to records, establishing 
               procedures for more uniform processing of records requests 
               and requests for confidential treatment of documents 
               provided to the CPUC, and improving access to records on 
               the CPUC's website. The resolution and draft of General 
               Order 66-D appears to have thoughtfully considered the 
               issue of public records access and provided a balance of 
               the need for proprietary, customer and security 
               confidentiality needs with the need for transparency.

              3.   Safety Records  .  The CPUC's current General Order 66-C 
               applies confidentiality to all records of investigations 
               and audits made by the commission.  This restriction 
               appears to be at the heart of the controversy that resulted 
               in this bill.  During the aftermath of San Bruno myriad 
               records requests were made of the commission for records of 
               PG&E's gas transmission pipelines but few were successful.  


               The CPUC reports that it now intends to authorize the 










               disclosure of safety related investigations on a routine 
               basis and has addressed this issue in its proposed General 
               Order 66-D.  However, this bill goes further and expressly 
               requires the release of nine categories of safety-related 
               reports and investigations and exempts those documents from 
               any consideration of confidentiality by the CPUC.  The 
               specific listing of safety-related records that shall be 
               released by the commission may be interpreted as preventing 
               the commission from redacting information related to 
               personnel, security, or proprietary interests or holding 
               documents for which confidentiality must be at least 
               temporarily maintained as the result of a pending 
               investigation or enforcement proceeding.

               The commission's resolution for revision of General Order-C 
               reflects its intent to release these documents.  The bill 
               also requires the commission to develop a list of 
               safety-related reports that will be automatically disclosed 
               on a routine basis.  Moreover, amendments to PUC Section 
               315 require the commission to release "any accident report 
               filed with, or generated by, the commission" taking into 
               account the confidentiality review of PUC 583 and the CPRA. 
               Consequently, the committee may wish to consider striking 
               the exemption of the nine specific categories of 
               safety-related records from confidentiality (at page 9, 
               strike lines 8 through 33). 

              4.   Fundamental Opposition  .  This bill, with the author's 
               amendments and with the committee's recommended amendment 
               in comment 4, would not in any way mandate that information 
               previously viewed as confidential by the commission now 
               suddenly be released.  The California State Association of 
               Electrical Workers and the California Utility Employees 
               write in opposition to the bill that it takes "an overly 
               broad approach to making this narrow field of information 
               available."  This argument could be valid if the amendments 
               in comment 4 are not taken by the author which would 
               eliminate the commission's ability to maintain 
               confidentiality of certain information in safety-related 
               reports.  As amended the bill would not mandate the release 
               of any new information and would completely retain the 
               commission's current discretion to deem information 
               confidential and not subject to disclosure.











               The remaining fundamental issue to most opponents is that 
               this bill will eliminate the misdemeanor penalty for 
               officials and staff that release documents deemed 
               confidential.

               Telecommunications companies are also opposed to the bill 
               and argue for specific delineation of categories of 
               information that would be completely restricted from 
               disclosure thus removing the commission's discretion to 
               review information and then decide the appropriateness of 
               disclosure.  They further argue that "the misdemeanor 
               penalty for divulging confidential information by CPUC 
               officials or staff must be maintained as it appears in 
               current law."  The committee has asked the author and 
               opponents for other instances in state law where 
               misdemeanor penalties apply against state employees for the 
               release of restricted documents and only one was 
               discovered.  Employees of the State Auditor are subject to 
               misdemeanor penalties for the release of specified records 
               but they are also subject to a misdemeanor if they fail or 
               refuse "to permit access and examination and reproduction" 
               to the public.  

              5.   Technical Amendment  .  The bill directs the commission to 
               "revise its written guidelines" which are adopted pursuant 
               to the CPRA.  Because the commission's guidelines are 
               contained in resolutions and general orders, the bill 
               should be amended to include those references as well at 
               page 10, lines 23, after "guidelines" insert ", resolutions 
               and general orders".

              6.   Related Legislation  .  AB 1541 (Dickinson) subjects 
               certain commission actions CPUC to the CPRA, repeals CPUC 
               nondisclosure requirements, and specifies exemptions for 
               market sensitive information.  Status:  Passed Assembly 
               Utilities & Commerce Committee, April 9, 2012.

              7.   Double Referral  . Should this bill be approved by the 
               committee, it should be re-referred to the Senate Committee 
               on Judiciary for its consideration as "Do Pass."  In the 
               interest of time, amendments taken in this committee will 
               be accepted and processed by the Judiciary Committee.

                                       POSITIONS










           
           Sponsor:
           
          Author

           

          Support:
           
          AARP
          Agricultural Energy Consumers Association
          California Newspaper Publishers Association
          California Public Utilities Commission, with technical 
          amendments
          California Teamsters Public Affairs Council
          Consumer Federation of California
          South San Joaquin Irrigation District
          The Utility Reform Network
          Utility Workers Union of America, Local 132

          Oppose:
           
          San Diego Gas & Electric 
          Sempra Energy Utilities
          Southern California Edison
          Southern California Gas Company

           Oppose (unless amended):
           
          AT&T
          California Cable & Telecommunications Association
          California Communications Association
          California State Association of Electrical Workers
          Coalition of California Utility Employees
          Frontier Communications
          PacifiCorp

          
























          Kellie Smith 
          SB 1000 Analysis
          Hearing Date:  April 17, 2012