BILL ANALYSIS                                                                                                                                                                                                    Ó






                              SENATE JUDICIARY COMMITTEE
                             Senator Noreen Evans, Chair
                              2011-2012 Regular Session


          SB 1000 (Yee)
          As Amended April 18, 2012
          Hearing Date: April 24, 2012
          Fiscal: Yes
          Urgency: No
          TW


                                        SUBJECT
                                           
                        Public Utilities Commission:  Records

                                      DESCRIPTION  

          This bill would require California Public Utility Commission 
          (CPUC) investigation orders, recommendations, and accident 
          reports to be made publicly available pursuant to the California 
          Public Records Act (CPRA).  With respect to public utility 
          information furnished to the CPUC, this bill would do the 
          following:
           delete the misdemeanor penalty for any present or former CPUC 
            officer or employee who divulges confidential public utility 
            information;
           require the CPUC to create a list of safety-related reports 
            that the commission will automatically disclose to the public;
           require the CPUC to create and maintain on the CPUC's Internet 
            Web site information, as specified;
           require the CPUC to comply with the exemption requirements of 
            the CPRA; and
           require the CPUC to revise its guidelines, resolutions, and 
            general orders for the disclosure of public records. 

                                      BACKGROUND 

          Unlike other state agencies, whose records are generally open 
          for public inspection, the California Public Utilities 
          Commission (CPUC) operates under a statute that affords the 
          public access to its records only when specifically permitted by 
          the CPUC.  (Pub. Util. Code Sec. 583.)  This section creates a 
          presumption against public inspection and has its origin in a 
          law enacted in 1915.  Despite the "open government" reforms in 
                                                                (more)



          SB 1000 (Yee)
          Page 2 of ?



          California, such as the California Public Records Act (CPRA) 
          (enacted in 1968), the statutory standard for public access to 
          utility filings with the CPUC has not fundamentally changed 
          since 1915.

          The CPRA gives every person the right to inspect and obtain 
          copies of all state and local government documents not exempt 
          from disclosure.  (Gov. Code Sec. 6253.)  Exemptions include 
          corporate financial records and corporate proprietary 
          information, including trade secrets.  (Gov. Code Secs. 6254, 
          6254(k), 6254.15.)  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.  (Gov. Code Secs. 6276, 6276.36.)

          In November 2004, the voters passed Proposition 59, which 
          provided the public with a constitutional right of access to 
          records and public meetings of government officials and 
          agencies.  Proposition 59 did not nullify or repeal any 
          confidentiality law existing at that time that created an 
          exception to the right of access to public records.  
          Accordingly, confidentiality statutes applicable to the CPUC 
          were not affected by the passage of Proposition 59 and remained 
          intact.

          SB 1488 (Bowen, Ch. 690, Stats. 2004), as introduced and passed 
          out of this committee, contained similar provisions as in this 
          bill and would have required the CPUC to provide public access 
          to public utility information received by the CPUC, as 
          specified.  SB 1488 was subsequently amended to require the CPUC 
          to examine its public disclosure practices to provide for 
          meaningful public participation and open decision-making.

          This author-sponsored bill would require CPUC investigation 
          orders, recommendations, and accident reports to be made 
          publicly available pursuant to the CPRA.  With respect to public 
          utility information furnished to the CPUC, this bill would 
          require the CPUC, pursuant to exemptions under the CPRA, to 
          provide public disclosure of public utility reports, as 
          specified, and revise its guidelines, resolutions, and general 
          orders for the disclosure of public records.

          This bill was heard by the Senate Energy, Utilities and 
          Communications Committee on April 17, 2012 and passed out on a 
          vote of 7-4.  

                                                                      



          SB 1000 (Yee)
          Page 3 of ?



                                CHANGES TO EXISTING LAW
           
           Existing law  , the California Constitution, declares the people's 
          right to transparency in government.  ("The people have the 
          right of access to information concerning the conduct of the 
          people's business, and therefore, the meetings of public bodies 
          and the writings of public officials and agencies shall be open 
          to public scrutiny....")  (Cal. Const., art. I, Sec. 3.)

           Existing law  , the California Public Records Act (CPRA), governs 
          the disclosure of information collected and maintained by public 
          agencies.  (Gov. Code Sec. 6250 et seq.)  Generally, all public 
          records are accessible to the public upon request, unless the 
          record requested is exempt from public disclosure.  (Gov. Code 
          Sec. 6254.)  There are 30 general categories of documents or 
          information that are exempt from disclosure, essentially due to 
          the character of the information, and unless it is shown that 
          the public's interest in disclosure outweighs the public's 
          interest in non-disclosure of the information, the exempt 
          information may be withheld by the public agency with custody of 
          the information.  
           
          Existing law  defines state agency, for purposes of the CPRA, to 
          include every state officer, department, division, bureau, 
          board, and commission or other state body or agency, except for 
          the Legislature and the Judiciary.  (Gov. Code Sec. 6252.)

           Existing law  , the CPRA, requires the California Public Utilities 
          Commission (CPUC) to establish written guidelines for 
          accessibility of records; the guidelines and regulations adopted 
          shall be consistent with other sections of the CPRA and reflect 
          the intention of the Legislature to make the records accessible 
          to the public.  (Gov. Code Sec. 6253.4.)

           Existing law  requires the CPUC to investigate the cause of all 
          accidents occurring in California on the property of any public 
          utility accident resulting in the loss of life or injury to 
          person or property; the CPUC is authorized to make any order or 
          recommendation regarding the accident investigation.  (Pub. 
          Util. Code Sec. 315.)

           Existing law  requires every public utility to file with the 
          CPUC, under such rules as the CPUC prescribes, a report of each 
          public utility accident.  (Pub. Util. Code Sec. 315.)

           Existing law  provides that no information, unless specifically 
                                                                      



          SB 1000 (Yee)
          Page 4 of ?



          required, furnished to the CPUC by a public utility, business 
          that is a subsidiary or affiliate of a public utility, or 
          corporation that holds a controlling interest in a public 
          utility shall be publicly available unless ordered to be public 
          by the CPUC in the course of a hearing or proceeding.  (Pub. 
          Util. Code Sec. 583.)  

           Existing law  provides that any present or former employee of the 
          CPUC who divulges any confidential public utility information 
          provided to the CPUC is guilty of a misdemeanor.  (Pub. Util. 
          Code Sec. 583.)
           
          This bill  would require any CPUC accident investigation order or 
          recommendation, and any accident report filed or generated in 
          connection therewith, to be made publicly available pursuant to 
          the CPRA.

           This bill  would delete the misdemeanor penalty for any present 
          or former officer or employee of the CPUC who divulges any 
          confidential public utility information provided to the CPUC.

           This bill  would require the CPUC to do the following:
           create a list of safety-related reports that the commission 
            will, upon completion of the report, automatically disclose to 
            the public;
           on its Internet Web site, the CPUC shall create and maintain 
            the following: (1) a comprehensive index of the CPUC's records 
            that explains whether and how the public can access the CPUC's 
            records; (2) a database that details the requests the CPUC has 
            received to treat documents as confidential and the CPUC's 
            decisions regarding these requests; (3) routinely post 
            safety-related reports the CPUC determines are subject to 
            disclosure; and (4) provide a description of the CPUC's safety 
            jurisdiction, inspection, investigation, and enforcement 
            activities;
           redact a publicly released document in compliance with the 
            CPRA; and
           immediately revise its guidelines, resolutions, and general 
            orders for the disclosure of public records to provide 
            guidance on the showing necessary to justify a CPUC decision 
            to withhold public disclosure of the categories of public 
            records defined under the CPUC. 

                                        COMMENT
           
          1.  Stated need for the bill  
                                                                      



          SB 1000 (Yee)
          Page 5 of ?



          
          The author writes:
          
               After the explosion in San Bruno, certain accident reports 
               and investigation information was not readily available for 
               public disclosure.

               The CPUC ÝCalifornia Public Utilities Commission] itself 
               believes its policies and practices regarding the release 
               of information needs to be modified and issued a support 
               position for the original contents of this bill.  The CPUC 
               is also conducting a review of its current disclosure 
               policies with a goal of allowing for more transparency at 
               the agency.

          The California Newspapers Publishers Association (CNPA), a 
          supporter of this bill, writes:

            Existing law provides a prolonged process that makes it 
            difficult, if not impossible, to obtain accident information, 
            safety reports and inspection records from the CPUC.  Unlike a 
            request made under the CPRA ÝCalifornia Public Records Act], 
            before the commission can release any information (which is 
            automatically sealed) it must first adopt a formal resolution 
            allowing disclosure after a lengthy process.

            The current process deprives the public and journalists of 
            timely, much-needed information about the threatened safety of 
            communities where recent deadly pipe explosions have killed 
            residents in neighborhoods like San Bruno and Rancho Cordova.  
            Without access to this information, people that live in these 
            communities have no means to identify the risks that may still 
            exist and no way of evaluating whether a decision to remain is 
            life threatening.

          2.  Providing public access to CPUC accident investigation reports  

          This bill would require any CPUC accident investigation order or 
          recommendation, and any accident report filed or generated in 
          connection therewith, to be made publicly available pursuant to 
          the CPRA.  Existing law requires the CPUC to investigate the 
          cause of all accidents occurring in California on the property 
          of any public utility accident resulting in the loss of life or 
          injury to person or property.  (Pub. Util. Code Sec. 315.)  To 
          aid the CPUC in its accident investigations, existing law 
          requires every public utility to file with the CPUC, under such 
                                                                      



          SB 1000 (Yee)
          Page 6 of ?



          rules as the CPUC prescribes, a report of each public utility 
          accident.  (Id.)  Existing law authorizes the CPUC to make any 
          order or recommendation regarding the accident investigation.  
          (Id.)  

          The author argues that this bill is in response to the aftermath 
          of the San Bruno explosion, during which it was discovered that 
          certain accident reports and investigation information were not 
          readily available for public disclosure.  Supporters of this 
          bill argue that existing law provides that accident 
          investigation reports, such as that following the San Bruno 
          explosion, are confidential by default and requires an extensive 
          process by the CPUC to gain public access to such reports, which 
          severely restricts the public right to access government 
          records.  AARP argues in support of this bill that "it is 
          important to foster governmental openness, accountability and 
          civic participation, particularly at an agency that regulates 
          basic commodities that seniors on fixed incomes are required to 
          purchase."  

          The CPUC is aware that the existing public disclosure methods 
          under Public Utilities Code Section 583 and General Order 66, 
          the regulatory public disclosure framework utilized by the CPUC 
          that is currently in the process of being updated, are outdated 
          and dysfunctional.  A memorandum prepared by the Office of 
          Governmental Affairs to the CPUC states that:

            Ýc]urrent rules and practices dictate that the CPUC prepare, 
            circulate for public comment and then act on routine draft 
            resolutions authorizing staff to disclose records of completed 
            CPUC accident investigations.  These rules and practices 
            represent an unnecessary procedural barrier to the prompt 
            disclosure of records to the public.  Under SB 1000, those 
            barriers would be removed while preserving the CPUC's 
            authority to protect from disclosure records subject to 
            codified exemptions.  (Office of Governmental Affairs - 
            Sacramento, Memorandum, SB 1000 (Yee) - Public Utilities 
            Commission: public records (Feb. 1, 2012) < 
            http://docs.cpuc.ca.gov/ word_pdf/REPORT/158501.pdf> Ýas of 
            Apr. 18, 2012].)

          Further, according to CNPA, "Ýt]he CPUC readily admits it has 
          received over 100 appeals to obtain investigative reports on gas 
          pipeline accidents, safety audit reports and inspection records, 
          all of which have been withheld.  In those instances where the 
          CPUC has released information after adopting a formal 
                                                                      



          SB 1000 (Yee)
          Page 7 of ?



          resolution, the CPUC has acknowledged that the documents were of 
          the type that would be readily disclosed under the CPRA."
          Utility companies have expressed opposition to this bill 
          revolving around confidentiality for financial details, trade 
          secrets, and network security information.  Southern California 
          Edison (SCE) argues that this bill takes "an unnecessarily broad 
          approach to addressing the need for accident-related information 
          to be publicly accessible."  Further, SCE argues that existing 
          CPUC disclosure provisions (Pub. Util. Code Sec. 583 and General 
          Order 66-C) "apply to a wide range of utility information that 
          would have serious privacy, financial, and security implications 
          if it were to lose its confidential status."  

          In response, the author argues that this bill would provide a 
          default disclosure of accident reports subject to the CPRA, 
          which provides substantial disclosure exemptions that would 
          protect private documents.  Indeed, the CPRA provides an 
          exemption from public disclosure for corporate financial records 
          and corporate proprietary information, including trade secrets 
          (Gov. Code Secs. 6254, 6254(k), 6254.15, 6276.44), employee 
          personal information (Gov. Code Secs. 6254(c), 6254.3, 6276.34, 
          6276.36), and information affecting public safety or security 
          (Gov. Code Secs. 6253.9, 6254.19, 6254.23).  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.  (Gov. Code Secs. 6276, 6276.36.)  
          This bill would update the CPUC disclosure requirements in order 
          to provide better public access to critical information and 
          would provide better guidance to the CPUC as to what documents 
          and information are exempt from disclosure.

          3.  Removing the misdemeanor penalty for disclosure by a CPUC 
            employee or officer of confidential public utility information  


          Existing law provides a misdemeanor penalty for any present or 
          former officer or employee of the CPUC who divulges any 
          confidential public utility information provided to the CPUC.  
          (Pub. Util. Code Sec. 583.)  This bill would remove this 
          misdemeanor penalty.

          The CPUC supports removing the misdemeanor penalty because "it 
          would eliminate the threat of criminal sanctions for the CPUC's 
          public disclosure of information furnished by utilities, their 
          subsidiaries and their affiliates."  Opponents of this bill 
          argue that removing the misdemeanor penalty for the improper 
                                                                      



          SB 1000 (Yee)
          Page 8 of ?



          release of confidential information would create the risk that 
          confidential information will be released unnecessarily.  

          Staff notes that a multitude of state and local government 
          agency employees are required to comply with the CPRA, and its 
          exemptions for confidential information, without the penalty of 
          a misdemeanor for accidentally or intentionally disclosing 
          confidential information maintained by the state agency.  In 
          fact, only two other state agencies contain a misdemeanor 
          penalty for the release of confidential information.  First, the 
          State Auditor and any employee or former employee of the Bureau 
          of State Audits are subject to a misdemeanor penalty for 
          disclosing the particulars of any record, document, or other 
          information received or prepared by the State Auditor.  (Gov. 
          Code Sec. 8545.1.)  This statute was enacted in 1994, prior to 
          the passage of Proposition 59, which created the constitutional 
          right to government information.

          Second, any employee of the Department of Justice (DOJ) who 
          knowingly discloses a confidential record is subject to a 
          misdemeanor penalty.  (Pen. Code Sec. 11141.)  This provision, 
          enacted in 1974, is distinguishable from the CPUC misdemeanor 
          statute because in order for a DOJ employee who discloses 
          confidential information to be held guilty of a misdemeanor, he 
          or she must have a heightened state of mind, not mere negligence 
          or mistake, to be charged with the misdemeanor penalty.  

          This bill would require CPUC employees, prior to disclosing any 
          document, to first determine whether any confidentiality 
          exemption under the CPRA applies to the document or any 
          information contained therein.  This bill also would require any 
          confidential information that falls under a disclosure exemption 
          of the CPRA to be redacted.  As discussed under Comment 2 above, 
          the CPRA contains numerous exemptions from public disclosure for 
          corporate financial information, trade secrets, personal 
          employee information, public safety or security.


           Support  :  AARP; Agricultural Energy Consumers Association; 
          California Newspaper Publishers Association; California Public 
          Utilities Commission; 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

           Opposition  :  AT&T; California Association of Competitive 
                                                                      



          SB 1000 (Yee)
          Page 9 of ?



          Telecommunications Companies; California Cable & 
          Telecommunications Association; California Communications 
          Association; California State Association of Electrical Workers; 
          Coalition of California Utility Employees; Frontier 
          Communications; PacifiCorp; San Diego Gas & Electric; Sempra 
          Energy Utilities; Southern California Edison; Southern 
          California Gas Company; The Wireless Association; Verizon

                                        HISTORY
           
           Source  :  Author

           Related Pending Legislation  :  AB 1541 (Dickinson), among other 
          things, would require CPUC accident investigation orders or 
          recommendations and all information furnished to the CPUC, 
          unless exempt as specified, to be subject to public disclosure 
          under the CPRA.  AB 1541 is currently in the Assembly 
          Governmental Organization Committee.

           Prior Legislation  :  SB 1488 (Bowen, Ch. 690, Stats. 2004) See 
          Background.

           Prior Vote  :  Senate Energy, Utilities and Communications 
          Committee (Ayes 7, Noes 4)

                                   **************