BILL ANALYSIS                                                                                                                                                                                                    Ó




                     SENATE GOVERNANCE & FINANCE COMMITTEE
                            Senator Lois Wolk, Chair
          

          BILL NO:  SCA 3                       HEARING:  6/25/13
          AUTHOR:  Leno                         FISCAL:  Yes
          VERSION:  6/20/13                     TAX LEVY:  No
          CONSULTANT:  Ewing                    

                       OPEN RECORDS AND OPEN MEETING LAWS
                                   (Revised)
          

          Proposes constitutional amendments that require local  
          agencies to comply with open records and open meeting laws  
          and exempt compliance activities from state mandate claims.


                           Background and Existing Law  

          Section 3, Article I of the California Constitution states  
          that 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 (Proposition 59, 2004).

          The Constitution further states that statutes, court rules,  
          or other authorities must be broadly construed if they  
          further the people's right of access, and narrowly  
          construed if they limit the right of access.  A statute,  
          court rule, or other authority that limits the right of  
          access must be adopted with findings demonstrating the  
          interest protected by the limitation and the need for  
          protecting that interest.

          Consistent with the Constitution, the Ralph M. Brown Act  
          (AB 339, Brown, 1953) and the California Public Records Act  
          (AB 1381, Bagley, 1968) establish standards for public  
          agencies' open and public meetings and public access to the  
          agencies' records. 

          The Ralph M. Brown Act requires the meetings of local  
          governments' legislative bodies to be "open and public,"  
          thereby ensuring the people's access to information so they  
          may retain control over the public agencies that serve  
          them.  





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          The Brown Act prohibits closed meetings, with specified  
          exceptions, and requires local agencies to post hearing  
          notices, provide the public with copies of materials  
          distributed during open meetings, and follow related  
          provisions to enhance public awareness and access to the  
          meetings and deliberations of local agencies' legislative  
          bodies. 

          Like the Brown Act, the California Public Records Act  
          directs, with specified exceptions, that public records be  
          open to inspection and that every person has the right to  
          inspect any public record.  Public records are defined to  
          include any writing containing information related to the  
          conduct of the public's business prepared, owned, used, or  
          retained by any state or local agency.

          The California Public Records Act includes provisions  
          specifying conditions for public agency compliance with the  
          Act, including the requirement to offer reasonable  
          assistance to persons making requests for information,  
          timeframes for compliance, providing written notice when a  
          request is denied, and similar provisions.

          In 1979, the voters added Section 6 of Article XIIIB to the  
          Constitution, requiring the state to reimburse local  
          governments for the cost of new programs or higher levels  
          of service mandated by the Legislature or any state agency  
          (Proposition 4, 1979).  The Constitution provides  
          exceptions for mandates requested by an affected local  
          agency, new crimes, and mandates established prior to  
          January 1, 1975.  

          In 1984, the Legislature created the Commission on State  
          Mandates.  The Commission is a quasi-judicial body which  
          decides test claims alleging that the Legislature or a  
          state agency imposed a state-mandated local program.  If  
          the Commission identifies a state-mandated program, it  
          adopts parameters and guidelines defining what activities  
          will be reimbursed, and adopts statewide cost estimates.

          After receiving the adopted parameters and guidelines for a  
          mandate, the State Controller's Office (SCO) issues  
          claiming instructions to guide local agencies and school  
          districts in claiming reimbursable costs.  The SCO  
          receives, pays, and audits reimbursement claims from local  
          agencies and school districts.  The SCO can reduce  





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          reimbursement claims it deems excessive or unreasonable.

          The State Constitution requires the Legislature to either  
          appropriate funds in the budget bill to pay all outstanding  
          claims for a mandate, or suspend or repeal the mandate  
          (Proposition 1A, 2004).  This requirement does not apply to  
          school and employee relations mandates.  

          In 2012, the voters approved Proposition 30, known as The  
          Schools and Local Public Safety Protection Act of 2012.   
          Among other provisions related to taxes and public safety  
          realignment, Proposition 30 added a section to the  
          Constitution exempting the Brown Act from state mandate  
          reimbursement requirements of Section 6, Article XIIIB.  

          In its review of reimbursable mandates, the Legislative  
          Analyst's Office found that the activities required by the  
          California Public Records Act, including provisions adopted  
          after 1975, are recognized "best practices" for local  
          governments to ensure public access to local agency records  
          and information.  The Legislative Analyst's Office asked  
          whether it made sense, in light of the Constitutional  
          provisions to ensure public access to public records, for  
          the state to reimburse local agencies for activities that  
          should be their responsibility.  In response, the  
          Legislature passed AB 76 (Assembly Committee on Budget,  
          2013), which recognized components of the California Public  
          Records Act as best practices and made local agency  
          compliance with the following provisions permissive:
                 Respond to a Public Records Act request within 10  
               days, except under unusual circumstances, as defined  
               (SB 143, Kopp, 1998).
                 Provide assistance with the request, which is  
               intended to facilitate accurate requests for people  
               who may not know how public records are labeled,  
               stored or identified (AB 1014, Papan, 2001).
                 Provide public records in an electronic format, if  
               they are in that format (AB 2799, Shelley, 2000). 
                 Provide a written statement outlining the specific  
               exemption cited, if a Public Records Act request is  
               denied (AB 1381, Bagley, 1968; AB 2799, Shelley,  
               2000).
                 Prevent the disclosure of home phone numbers and  
               home address information for state and school  
               employees (AB 1040, Mays, 1993).






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          AB 76 (Assembly Committee on Budget, 2013) requires local  
          agencies that elect not to follow the components listed  
          above to make a public statement to that effect during an  
          open meeting. 

          Some policymakers want to clarify that local agencies are  
          responsible for the costs of compliance with open meeting  
          and open records provisions under the Constitution and  
          related statutes.


                                   Proposed Law  

          Senate Constitutional Amendment 3 places a measure on the  
          ballot to amend the California Constitution to require  
          local agencies to comply with the California Public Records  
          Act and the Ralph M. Brown Act, and any subsequent  
          amendments that further the constitutional provisions on  
          public access to public agency meetings and records.  SCA 3  
          exempts compliance with the California Public Records Act  
          and the Ralph M. Brown Act from state mandate claims. 


                               State Revenue Impact
           
          No estimate.


                                     Comments  

          1.   Purpose of the bill  .  Senate Constitutional Amendment 3  
          will place a measure on the ballot clarifying that local  
          agencies are responsible for the cost of complying with  
          constitutional provisions that guarantee public access to  
          the operations and records of local agencies and the  
          corresponding requirements of the California Public Records  
          Act and the Ralph M. Brown Act.  SCA 3 will end  
          long-standing concerns over how costs for local agency  
          compliance with best practices for open government are  
          distributed between the state and local agencies.  If  
          passed by the voters, SCA 3 will make clear that the state  
          is responsible for its costs under the Constitution and  
          open meeting and open records laws and local agencies are  
          responsible for their costs under the Constitution and open  
          meeting and open records laws. 






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          2.   Too open-ended  .  Senate Constitutional Amendment 3, if  
          passed by the voters, would obligate local agencies to  
          comply with the Ralph M. Brown Act and the California  
          Public Records Act, in their present form, and as amended  
          in the future, without the ability to seek reimbursement  
          from the state for new mandates.  The provisions of SCA 3  
          contradict the vote of the people in passing Proposition 4  
          of 1979 that stipulated that the state must fund any new  
          requirements it imposes on local governments. 

          3.   Amendment error  .  As amended on June 20, 2013, SCA 3  
          listed co-authors for the measure in its earlier form, as  
          it related to voting thresholds.  A corrected version of  
          the bill was printed on 6-21-13, listing the appropriate  
          co-authors.   


                         Support and Opposition  (6/21/13)

           Support  :  California Newspaper Publishers Association.

           Opposition  :  Association of California Healthcare Districts