BILL ANALYSIS                                                                                                                                                                                                    Ó







                      SENATE COMMITTEE ON PUBLIC SAFETY
                            Senator Loni Hancock, Chair              S
                             2013-2014 Regular Session               B

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          SB 226 (Emmerson)                                           
          As Introduced February 11, 2013 
          Hearing date:  April 23, 2013
          Penal Code
          AA:mc

                         CRIMINAL JUSTICE REALIGNMENT OF 2011:

             FELONY SENTENCES OF PERSONS WITH A "SEVERE MENTAL DISORDER"  

                                       HISTORY

          Source:  California District Attorneys Association

          Prior Legislation: AB 109 (Committee on Budget) - Ch. 15, Stats.  
          2011
                       AB 117 (Committee on Budget) - Ch. 39, Stats. 2011
                       ABx1 17 (Blumenfield) - Ch. 12, Stats. 2011
                       AB 116 (Committee on Budget) - Ch. 136, Stats. 2011

          Support: Crime Victims United of California; Golden State Bail  
                   Agents Association; Crime Victims Action Alliance;  
                   California State Sheriffs' Association 

          Opposition:Taxpayers for Improving Public Safety; California  
                   Attorneys for Criminal Justice; Legal Services for  
                   Prisoners with Children; Taxpayers for Improving Public  
                   Safety; California Public Defenders Association 
           


                                         KEY ISSUE
           




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          SHOULD REALIGNMENT BE REVISED TO PROVIDE THAT CERTAIN FELONS  
          BELIEVED TO BE "SEVERELY MENTALLY DISORDERED" BE ASSESSED AND,  
          IF FOUND TO BE SO, SENTENCED TO STATE PRISON INSTEAD OF A COUNTY  
          CORRECTIONAL FACILITY, AS SPECIFIED?





                                       PURPOSE

          The purpose of this bill is to revise the criminal justice  
          realignment of 2011 by 1) requiring that a defendant convicted  
          of any felony and found to have a "severe mental disorder," as  
          specified, serve their executed felony sentence in prison; and  
          2) requiring that a person who is released from state prison who  
          has been found to have a "severe mental disorder," as specified,  
          be supervised by state parole. 

           Current law  generally provides that, for any person sentenced on  
          or after October 1, 2011, certain felonies - those which by  
          their statutory terms specifically so provide - are punishable  
          by a term of imprisonment in a county jail, as specified.   
          (Penal Code § 1170(h).)  

           Current law  provides that, notwithstanding this general  
          provision, where a defendant meets any of the following criteria  
          an executed sentence for a felony punishable pursuant to this  
          subdivision shall be served in state prison:

                 The defendant has a prior or current felony conviction  
               for a serious felony described in subdivision (c) of  
               Section 1192.7;
                 The defendant has a prior or current conviction for a  
               violent felony described in subdivision (c) of Section  
               667.5;
                 The defendant has a prior felony conviction in another  
               jurisdiction for an offense that has all of the elements of  
               a serious felony described in subdivision (c) of Section  
               1192.7 or a violent felony described in subdivision (c) of  




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               Section 667.5;
                 The defendant is required to register as a sex offender,  
               as specified; or
                 The defendant is convicted of a crime and as part of the  
               sentence an enhancement pursuant to Section 186.11 is  
               imposed.  (Penal Code § 1170(h)(3).)

           This bill  would amend this provision to provide in addition that  
          where a defendant has been convicted of a felony or felonies  
          punishable pursuant to this subdivision and is determined to  
          have a "severe mental disorder, as specified, the sentence shall  
          be served in state prison.

           This bill  would enact a process for determining whether a  
          convicted person is subject to confinement in state prison  
          because he or she has been convicted of a felony under section  
          1170(h) and has a "severe mental disorder," with the following  
          features and requirements:

          Applicability - Conviction Offenses

           This bill  would provide that its provisions would apply to  
          persons convicted of the following felonies punishable under  
          section 1170(h):




















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                 A crime not enumerated in a cross-referenced section,<1>  
               "in which the prisoner used force or violence, or caused  
             --------------------------
          <1> The bill employs a cross-reference here to a statute  
          applicable to the civil commitment of mentally disordered  
          offenders (Penal Code § 2960 et seq.)  The crimes enumerated in  
          this cross-reference (Penal Code § 2962(e)(2) are: (A) Voluntary  
          manslaughter. (B) Mayhem. (C) Kidnapping in violation of Section  
          207. (D) Any robbery wherein it was charged and proved that the  
          defendant personally used a deadly or dangerous weapon, as  
          provided in subdivision (b) of Section 12022, in the commission  
          of that robbery. (E) Carjacking, as defined in subdivision (a)  
          of Section 215, if it is charged and proved that the defendant  
          personally used a deadly or dangerous weapon, as provided in  
          subdivision (b) of Section 12022, in the commission of the  
          carjacking. (F) Rape, as defined in paragraph (2) or (6) of  
          subdivision (a) of Section 261 or paragraph (1) or (4) of  
          subdivision (a) of Section 262. (G) Sodomy by force, violence,  
          duress, menace, or fear of immediate and unlawful bodily injury  
          on the victim or another person.
          (H) Oral copulation by force, violence, duress, menace, or fear  
          of immediate and unlawful bodily injury on the victim or another  
          person. (I) Lewd acts on a child under the age of 14 years in  
          violation of Section 288. (J) Continuous sexual abuse in  
          violation of Section 288.5. (K) The offense described in  
          subdivision (a) of Section 289 where the act was accomplished  
          against the victim's will by force, violence, duress, menace, or  
          fear of immediate and unlawful bodily injury on the victim or  
          another person. (L) Arson in violation of subdivision (a) of  
          Section 451, or arson in violation of any other provision of  
          Section 451 or in violation of Section 455 where the act posed a  
          substantial danger of physical harm to others. (M) Any felony in  
          which the defendant used a firearm which use was charged and  
          proved as provided in Section 12022.5, 12022.53, or 12022.55.  
          (N) A violation of Section 18745. (O) Attempted murder. 









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               serious bodily injury, as specified<2>; or
                 A crime in which the perpetrator expressly or impliedly  
               threatened another with the use of force or violence likely  
               to produce substantial physical harm in such a manner that  
               a reasonable person would believe and expect that the force  
               or violence would be used.  For purposes of this  
               subparagraph, substantial physical harm shall not require  
               proof that the threatened act was likely to cause great or  
             --------------------------
          <2> The cross-reference here is to Penal Code section 243(f)(4),  
          which states that, "'Serious bodily injury' means a serious  
          impairment of physical condition, including, but not limited to,  
          the following: loss of consciousness; concussion; bone fracture;  
          protracted loss or impairment of function of any bodily member  
          or organ; a wound requiring extensive suturing; and serious  
          disfigurement."



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               serious bodily injury.<3>

          Applicability - Court Consideration
          
           This bill  would provide that if a defendant has been convicted  
          of an offense described above, the court would be required to  
          suspend the imposition of the sentence and transport the  
          defendant to the Department of Corrections and Rehabilitation  
          for evaluation, as specified below, "if the court has reason to  
          believe that the person has a severe mental disorder," as  
          specified.

          "Severe mental disorder" would be defined as "an illness or  
          disease or condition that substantially impairs the person's  
          thought, perception of reality, emotional process, or judgment;  
          or which grossly impairs behavior; or that demonstrates evidence  
          of an acute brain syndrome for which prompt remission, in the  
          absence of treatment, is unlikely.  The term "severe mental  
          disorder" as used in this section does not include a personality  
          or adjustment disorder, epilepsy, mental retardation or other  
          developmental disabilities, or addiction to or abuse of  
          intoxicating substances."<4> 

          Process

           This bill  would require that, within 90 days of receiving a  
          defendant for evaluation, a CDCR psychiatrist would be required  
          to "evaluate the defendant to determine whether he or she has a  
          severe mental disorder, that the disorder is not in remission,  
          or cannot be kept in remission without treatment, that the  
          severe mental disorder was one of the causes or was an  
          aggravating factor in the prisoner's criminal behavior, and that  
          by reason of his or her severe mental disorder the prisoner  
          ---------------------------
          <3> The cross-reference here is to Penal Code section  
          2962(e)(2)(Q), which is quoted in the text.
          <4> The cross-reference here is to Penal Code section 2962(a),  
          which in addition to defining the meaning of "severe mental  
          disorder" employed by this bill, also describes "remission" and  
          its effect in the context of the mentally disordered offender  
          statutes.



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          represents a substantial danger of physical harm to others."

           This bill  would require CDCR to report its findings to the  
          sentencing court in writing.

          Sentencing
          
           This bill  would provide that, if the initial evaluation  
          determines that the defendant has a severe mental disorder as  
          described above, the court shall impose a sentence for the term  
          described in the underlying offense to be served in the state  
          prison, as specified. 

           This bill  further would provide that if the initial evaluation  
          determines that the defendant does not have a severe mental  
          disorder, CDCR would be required to return the defendant to the  
          court for sentencing pursuant to subdivision (h) of Section  
          1170.

          Post Custodial Supervision

           This bill  would provide that upon completion of the sentence to  
          prison of a felon found to have a severe mental disorder  
          pursuant to the provisions of this bill, the defendant shall be  
          subject to parole, as specified. 


                    RECEIVERSHIP/OVERCROWDING CRISIS AGGRAVATION

          For the last several years, severe overcrowding in California's  
          prisons has been the focus of evolving and expensive litigation  
          relating to conditions of confinement.  On May 23, 2011, the  
          United States Supreme Court ordered California to reduce its  
          prison population to 137.5 percent of design capacity within two  
          years from the date of its ruling, subject to the right of the  
          state to seek modifications in appropriate circumstances.   

          Beginning in early 2007, Senate leadership initiated a policy to  
          hold legislative proposals which could further aggravate the  
          prison overcrowding crisis through new or expanded felony  




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          prosecutions.  Under the resulting policy known as "ROCA" (which  
          stands for "Receivership/ Overcrowding Crisis Aggravation"), the  
          Committee held measures which created a new felony, expanded the  
          scope or penalty of an existing felony, or otherwise increased  
          the application of a felony in a manner which could exacerbate  
          the prison overcrowding crisis.  Under these principles, ROCA  
          was applied as a content-neutral, provisional measure necessary  
          to ensure that the Legislature did not erode progress towards  
          reducing prison overcrowding by passing legislation which would  
          increase the prison population.  ROCA necessitated many hard and  
          difficult decisions for the Committee.

          In January of 2013, just over a year after the enactment of the  
          historic Public Safety Realignment Act of 2011, the State of  
          California filed court documents seeking to vacate or modify the  
          federal court order issued by the Three-Judge Court three years  
          earlier to reduce the state's prison population to 137.5 percent  
          of design capacity.  The State submitted in part that the, ". .  
          .  population in the State's 33 prisons has been reduced by over  
          24,000 inmates since October 2011 when public safety realignment  
          went into effect, by more than 36,000 inmates compared to the  
          2008 population . . . , and by nearly 42,000 inmates since 2006  
          . . . ."  Plaintiffs, who opposed the state's motion, argue in  
          part that, "California prisons, which currently average 150% of  
          capacity, and reach as high as 185% of capacity at one prison,  
          continue to deliver health care that is constitutionally  
          deficient."  In an order dated January 29, 2013, the federal  
          court granted the state a six-month extension to achieve the  
          137.5 % prisoner population cap by December 31st of this year.  

          In an order dated April 11, 2013, the Three-Judge Court denied  
          the state's motions, and ordered the state of California to  
          "immediately take all steps necessary to comply with this  
          Court's . . . Order . . . requiring defendants to reduce overall  
          prison population to 137.5% design capacity by December 31,  
          2013."         

          The ongoing litigation indicates that prison capacity and  
          related issues concerning conditions of confinement remain  
          unresolved.  However, in light of the real gains in reducing the  




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          prison population that have been made, although even greater  
          reductions are required by the court, the Committee will review  
          each ROCA bill with more flexible consideration.  The following  
          questions will inform this consideration:

                 whether a measure erodes realignment;
                 whether a measure addresses a crime which is directly  
               dangerous to the physical safety of others for which there  
               is no other reasonably appropriate sanction; 
                 whether a bill corrects a constitutional infirmity or  
               legislative drafting error; 
                 whether a measure proposes penalties which are  
               proportionate, and cannot be achieved through any other  
               reasonably appropriate remedy; and
                 whether a bill addresses a major area of public safety  
               or criminal activity for which there is no other  
               reasonable, appropriate remedy.



                                      COMMENTS

          1.  Stated Need for This Bill

           The author states:

               SB 226 would require a felony offender that is  
               suspected by the courts to have a severe mental  
               disorder, and would otherwise be sentenced to  
               imprisonment in county jail pursuant to realignment,  
               to be transferred to the California Department of  
               Corrections and Rehabilitation for an evaluation.  If  
               the offender is determined to have a severe mental  
               disorder, he or she must serve their sentence in state  
               prison.  This is necessary because state authorities  
               have the ability to require the offender to receive  
               the proper mental health treatment before being  
               released and as a condition of parole, whereas in  
               county jail there is no authority or opportunity to  
               screen these offenders that may need this treatment  




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               before they can safely re-enter society.

          2.  What This Bill Would Do

           Broadly speaking, this bill would narrow the category of felons  
          eligible to serve a felony sentence locally instead of in  
          prison, which was a feature of realignment.  Specifically, this  
          bill would provide that convicted felons determined by the court  
          to have a "severe mental disorder" would be statutorily  
          ineligible to serve a felony sentence in jail - they would be  
          required to serve an executed felony sentence in prison and be  
          supervised by parole upon release.  The bill uses the  
          definitions of "severe mental disorder" currently reflected in  
          the statutes pertaining to the civil commitment of mentally  
          disordered offenders.  The bill proposes an evaluation process  
          in which the court, if it has reason to believe a defendant has  
          a severe mental disorder, would refer the person to CDCR where a  
          psychiatrist would conduct an evaluation of the defendant to  
          determine whether or not they have a "severe mental disorder,"  
          and provides their report to the court.  If they do, they must  
          serve their time in prison and not jail.  The bill uses the  
          definitions and standards of the existing mentally disordered  
          offender statutes.

          3.  Felony Sentencing Under the Criminal Justice Realignment of  
          2011; Proponent's Arguments    for This Bill

           This bill would alter how felony sentencing is handled under  
          realignment by providing that in addition to the persons now  
          statutorily ineligible to serve an executed felony sentence in  
          jail, convicted felons determined by the court to have a "severe  
          mental disorder" also would be statutorily ineligible to serve a  
          felony sentence in jail; they would have to serve an executed  
          felony sentence in prison.

          The "2011 Realignment Legislation Addressing Public Safety"  
          fundamentally altered how convicted felons are handled under  







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          California law.<5>  Under California law operative until October  
          1, 2011, a felony was a crime punishable by death or  
          imprisonment in state prison.<6>  Effective October 1, 2011,  
          realignment redefined the term "felony" to include crimes  
          punishable by imprisonment in a county jail, as specified,  
          depending upon the criminal history of the offender.<7> 

          As explained in a January 2012, article describing felony  
          sentencing after realignment:

               With respect to felony sentencing, it appears the  
               intent of the realignment legislation is merely to  
               change the place where sentences for certain crimes  
               are to be served.  The legislation has not changed the  
               basic rules regarding probation eligibility.  Courts  
               retain the discretion to place people on probation,  
               unless otherwise specifically prohibited, under the  
               law that existed prior to the realignment legislation.  
                There is no intent to change the basic rules  
               regarding the structure of a felony sentence contained  
               in sections 1170 and 1170.1.  Furthermore, there is no  
               change in the length of term or sentencing triad for  
               any crime.  Realignment comes into play when the court  
               determines the defendant should not be granted  
               probation, either at the initial sentencing or as a  
               ----------------------
          <5>   AB 109 (Committee on Budget) (Ch. 15, Stats. 2011) is the  
          principal measure establishing the 2011 public safety  
          realignment.  As noted at the beginning of this analysis,  
          several subsequent measures revised AB 109 and enacted  
          additional provisions relating to certain aspects of  
          realignment. 
          <6> Penal Code § 17.  This classification does not affect the  
          ability of the court to suspend execution of a felony sentence  
          and impose conditions of probation where allowable, supervised  
          and performed locally.  (See Penal Code § 1203.1.)  A  
          misdemeanor is a crime punishable by imprisonment by 6 months or  
          not more than one year.  (Penal Code §§ 19 and 19.2.)
          <7>   Penal Code § 17.





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               result of a probation violation.<8>

          The confinement changes under realignment - that is,  
          modifications to where felons serve their executed felony  
          sentences in custody, either in state prison or in local  
          facilities - apply to persons sentenced on or after October 1,  
          2011.  These changes are not retroactive.<9>

          Realignment provides that numerous felonies are punishable by a  
          term of imprisonment in county jail - not prison - unless the  
          crime of conviction or a defendant's criminal history makes the  
          defendant ineligible for serving their felony sentence in  
          jail.<10>  This change, contained in subdivision (h) of Penal  
          Code section 1170, applies only to criminal statutes which have  
          been expressly amended to provide for a felony jail term where  
          ---------------------------
          <8>  Felony Sentencing After Realignment, J. Richard Couzens,  
          Judge of the Superior Court, County of Placer (Ret.); Tricia A.  
          Bigelow, Presiding Justice, Court of Appeal, 2nd Appellate  
          District, Div. 8, p. 3 (January 2012).  
          (http://www.courts.ca.gov/partners/documents/felony_sentencing.pd 
          f.)
          <9>  Paragraph (6) of subdivision (h) of Section 1170 of the  
          Penal Code states:  "The sentencing changes made by the act that  
          added this subdivision shall be applied prospectively to any  
          person sentenced on or after October 1, 2011."  With the  
          exception of the role of courts in adjudicating parole  
          violations, which starts on July 1, 2013, the major criminal law  
                                                                        provisions of realignment became operative on and after October  
          1, 2011.   
          <10>  Just like the law prior to realignment about the length of  
          terms, if a term is not specified in the underlying offense the  
          crime shall be punishable by a term of imprisonment for 16  
          months, or two or three years and, for crimes where the  
          underlying criminal statute specifies the term, the felony shall  
          be punishable by imprisonment for the term described in the  
          underlying offense.  (See Penal Code § 18 and Penal Code Section  
          1170(h).) 






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          otherwise allowable.<11>   

          Certain felons are categorically prohibited from serving an  
          executed felony sentence in county jail.  The following persons  
          are statutorily ineligible to serve any executed felony sentence  
          in county jail:

                 The defendant has a prior or current felony conviction  
               for:
              o     a serious felony described in subdivision (c) of  
                Section 1192.7, or
              o     a violent felony described in subdivision (c) of  
                Section 667.5;
                 The defendant has a prior felony conviction in another  
               jurisdiction for an offense that has all the elements of a  
               serious or violent felony in California, as specified;
                 The defendant is required to register as a sex offender;  
                or 
                 The defendant is convicted of a crime and as part of the  
               sentence receives an aggravated theft enhancement, as  
               specified.<12>

          Under current law, for convicted felony offenders subject to  
          confinement in a county jail courts are authorized to impose the  
          felony sentence to commit a defendant to county jail as follows:

                 For a full term in custody as determined in accordance  
               with the applicable sentencing law.
                 For a term as determined in accordance with the  
               applicable sentencing law, but suspend execution of a  
               concluding portion of the term selected in the court's  
               discretion, during which time the defendant shall be  
             --------------------------
          <11>  This feature of criminal justice realignment - that its  
          newly-created felony jail sanction can be applied only to those  
          criminal statutes expressly amended to include a cross-reference  
          authorizing that sanction - largely accounts for the length of  
          AB 109 (663 pages).  
          <12>   Penal Code § 1170(h) (3), as amended in Sections 450 and  
          451 of AB 109.



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               supervised by the county probation officer in accordance  
               with the terms, conditions, and procedures generally  
               applicable to persons placed on probation, for the  
               remaining unserved portion of the sentence imposed by the  
               court.  The period of supervision shall be mandatory, and  
               may not be earlier terminated except by court order.   
               During the period when the defendant is under such  
               supervision, unless in actual custody related to the  
               sentence imposed by the court, the defendant shall be  
               entitled to only actual time credit against the term of  
               imprisonment imposed by the court.<13>
           
          The California District Attorneys Association, which is the  
          sponsor of this bill, essentially submits that realignment  
          excludes some felons from the potential for civil commitment as  
          mentally disordered offenders who could have been found to be  
          MDOs under the former law.  CDAA explains in part:

               Specified prisoners with severe mental disorders  
               wherein the disorder was a cause or aggravating factor  
               in the commission of a crime for which the prisoner  
               was sentenced to prison are required to be treated, as  
               a condition of parole, by the State Department of  
               State Hospitals (DSH), if certain criteria exist.   
               These persons who are civilly committed for treatment  
               are known as mentally disordered offenders (MDO).

               Criminal justice realignment limits the felonies that  
               qualify for state prison and thus parole, thereby  
               limiting the number of felons that might otherwise be  
               screened and qualify for MDO treatment.  This gap in  
               the law potentially endangers the public.  Further,  
               custodial sanctions for parole violators are limited  
               to a maximum of 90 days in county jail, eliminating  
               that source of commitment as well.  (MDOs released  
               from prison are still subject to parole, and not  
               postrelease community supervision.)

               Some felons committing crimes of force or violence, or  


               ----------------------
          <13>   Penal Code § 1170(h) (5).



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               threats of force or violence, are not sent to prison  
               because they must be sent to county jail under Penal  
               Code section 1170(h).  Those felons who suffer from a  
               severe mental disorder, as defined, might otherwise  
               have been committed to DSH for treatment as a  
               condition of parole had they been sent to prison and  
               paroled upon completion of their term.  Felony county  
               jail commitments under PC 1170(h) do not require a  
               term of parole, and there exists no opportunity for  
               the MDO commitment prerequisites of treatment,  
               evaluation, certification by a Chief Psychiatrist of  
               the California Department of Corrections and  
               Rehabilitation (CDCR), and a hearing by the Board of  
               Parole Hearings (BPH).

               PC 2962(e) lists those commitment offenses that make a  
               prisoner subject to MDO treatment.  There are 15  
               listed crimes, all of which are excluded from PC  
               1170(h) sentencing by virtue of being either a serious  
               or violent felony or a crime involving a life  
               sentence.  PC 2962(e), however, also makes a parolee  
               subject to MDO commitment for a crime of force or  
               violence, or a crime involving a serious threat of  
               force or violence.  Under realignment, only those  
               felons whose crime of force or violence is on the  
               exclusion list, or involves infliction of great bodily  
               injury or personal firearm use (a serious felony), are  
               subject to a prison sentence and therefore parole.   
               Similarly, only those threats that fall under PC 422,  
               i.e. threats of death or great bodily injury (a  
               serious felony) are subject to a prison sentence and  
               therefore parole.<14>

          Thus, the proponents argue that before realignment all felons  
          served their executed felony sentences in prison, where a felon  
          who might be an MDO would be assessed and, if found to be an  
          MDO, subject to civil commitment after they served their  
          sentence.  With realignment, since not all felons now serve  
          their custodial sentences in prison, those felons kept at the  


          ---------------------------
          <14>   On file in Committee offices.



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          local level are outside of the MDO process.  Members may wish to  
          ask the proponents for specific examples of the kinds of crimes  
          that could fall into the gap described by the proponents.

          This bill would provide a mechanism for sending an offender to  
          prison based on an MDO evaluation conducted after they have been  
          convicted; that evaluation would occur before the sentence for  
          the person is executed (in other words, right after their  
          conviction).  This would vary from the current MDO process,  
          where the determination of severe mental disorder for prison  
          inmates is not made until he or she has been in prison.  One  
          requirement for MDO consideration, for example, is that the  
          prisoner has been in treatment for the severe mental disorder  
          for 90 days or more within the year prior to the prisoner's  
          parole or release.  (Penal Code § 2962(c).)  The MDO law  
          requires only that the inmate's mental disorder to have been a  
          cause or aggravating factor in the commission of the offense;  
          members may wish to consider whether this bill essentially would  
          make the crime of conviction the main basis for an MDO referral  
          and commitment.  

          Members also may wish to consider how many defendants courts  
          would refer to CDCR under this bill.  The categories of offenses  
          this bill would apply to include the following; members may wish  
          to consider how many of these would apply in an 1170(h) case:

                 the defendant's crimes involved the use of force or  
               violence, caused serious bodily injury;
                 the defendant expressly or impliedly threatened another  
               with the use of force or violence likely to produce  
               substantial physical harm in such a manner that a  
               reasonable person would believe and expect that the force  
               or violence would be used.

          In addition, if a defendant has a severe mental disorder  
          immediately after a trial and conviction, it would seem likely  
          that incompetent to stand trial issues would arise during the  
          proceedings.  Why would the case get to the conviction stage if  
          the defendant has been in court with a severe mental disorder?  





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          Finally, members may wish to consider whether potential MDO  
          defendants under this bill would have a reasonable argument that  
          full due process must be afforded them (i.e., a jury trial) in  
          the trial court's determination that results in a prison  
          sentence and, potentially, a later MDO commitment.  

          In assessing the need and function of this bill, members may  
          wish to discuss whether the objectives of this bill could be met  
          in a manner more consistent with current law.  Members may wish,  
          to consider whether the bill should be reframed to provide that  
          the process for determining whether a jail felon is an MDO occur  
          towards the end of their sentence, which is consistent with the  
          MDO laws today.  For example, where a local felon is determined  
          to have a severe mental disorder and otherwise meets the  
          requirements of MDO determination, the supervising agency  
          (sheriff or probation) could petition the court to have the  
          offender transferred to prison at that time.

          Members also may wish to discuss with the author and proponents  
          whether the existing LPS system can be employed to address the  
          issues raised by jail felons with very severe mental health  
          issues.  

          WHAT SPECIFIC EXAMPLES ILLUSTRATE THE KINDS OF CRIMES THAT COULD  
          FALL INTO THE GAP DESCRIBED BY THE PROPONENTS?

          HOW MANY DEFENDANTS WOULD BE REFERRED TO CDCR UNDER THIS BILL?
           
          COULD DEFENDANTS BE FOUND TO BE COMPETENT TO STAND TRIAL AT THE  
          BEGINNING OF A TRIAL, AND THEN FOUND TO BE "SEVERELY MENTALLY  
          DISORDERED" ONCE THEY ARE CONVICTED?

          SHOULD THIS BILL BE REVISED TO PROVIDE THAT ITS PROVISIONS  
          REQUIRING AN "MDO" EVALUATION OCCUR ONLY IF THE DEFENDANT  
          PREVIOUSLY HAS BEEN FOUND TO BE COMPETENT TO STAND TRIAL?  

          SHOULD THIS BILL BE REFRAMED TO MOVE ITS "MDO" CONSIDERATION  
          PROVISIONS, AND POTENTIAL FOR A TRANSFER TO STATE PRISON, TO THE  
           END  OF A JAIL FELON'S SENTENCE?
           




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          4.  Public Safety Realignment of 2011;  Additional Considerations  
          for This Bill
           
          The Governor's Budget Summary for 2011-2012 describes the  
          administration's reasoning for realignment's provisions  
          realigning some felons from the state to the counties:

               The large number of shortterm, lowerlevel offenders  
               and parole violators in prison has resulted in  
               overloaded reception centers, inefficient prison  
               operations, and difficulties with rehabilitation  
               efforts.  The number of shortterm, lowerlevel  
               offenders has increased dramatically since California  
               changed to a determinate sentencing model.  Lowerlevel  
               offenders currently represent almost half of the  
               prison population on any given day. . . .  The  
               constant cycling of parole violators and shortterm  
               offenders creates a situation in which many inmates  
               are housed in gyms and day rooms.  The reception  
               centers must process 250,000 to 300,000 individual  
               offenders in any given year.  Due to limited resources  
               for county probation departments, many of these  
               shortterm offenders have previously failed to turn  
               their lives around after being convicted of crimes at  
               the county level.  With more resources, shortterm  
               offenders can be better managed and can become more  
               successful through a combination of probation services  
               and jail time.<15>

          The Governor's Budget Summary for 2013-14, released in January  
          of this year, notes the following with respect to prison  
          overcrowding and the ongoing federal litigation and court orders  
          summarized earlier in this analysis:

               In November 2006, plaintiffs filed a motion to convene  
               a threejudge panel in the Plata lawsuit under the 1996  
               Prison Litigation Reform Act, claiming that  
               ----------------------
          <15>   
          http://2011-12.archives.ebudget.ca.gov/pdf/BudgetSummary/Correcti 
          onsandRehabilitation.pdf.



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               overcrowded conditions in Californias prisons resulted  
               in unconstitutional medical care.  The second lawsuit  
               joined in the threejudge panel, Coleman, involves  
               mental health services for inmates.  Both lawsuits  
               claim that care for inmates violates the Eighth  
               Amendment of the U.S. Constitution, which prohibits  
               cruel and unusual punishment of the incarcerated.

               In 2007, a threejudge panel was convened to address  
               claims that overcrowding in state prisons results in  
               unconstitutional medical care.  In 2009, the panel  
               ordered the state to reduce its adult institution  
               population to 137.5 percent of design capacity within  
               two years, equivalent to a reduction of about 40,000  
               inmates.  The state appealed this decision, but in  
               2011, the U.S. Supreme Court upheld the panel's  
               finding.

               Since 2007, California has taken numerous actions to  
               reduce overcrowding.  The most significant ongoing  
               actions are realigning lowerlevel offenders and parole  
               violators to local jurisdictions, and increasing  
               prison health care bed and treatment capacity.  These  
               actions have been effective in reducing the prison  
               population while maintaining public safety,  
               eliminating the use of all nontraditional beds, and  
               allowing CDCR to focus on providing rehabilitation  
               programs to reduce recidivism.

               The threejudge panel issued another order in October  
               2012 requiring the state to develop two plans to  
               reduce the prison population to 137.5 percent of  
               design capacity by June 27, 2013 and December 27,  
               2013.  The plans were submitted to the Court on  
               January 7, 2013, as ordered.

          The February 2013 analysis of the Governor's budget proposals  
          provided by the Legislative Analyst's Office includes the  
          following background regarding projections concerning  
          California's prison population:




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               The average daily prison population is projected to be  
               about 129,000 inmates
               in 2013-14, a decline of roughly 3,600 inmates (3  
               percent) from the estimated current-year level.  This  
               decline is largely due to the 2011realignment of  
               lower-level felons from state to local responsibility.  
                Although decreasing, the projected
               inmate population for 2013-14 is still about 3,200  
               inmates higher than was projected by CDCR in spring  
               2012.  According to the department, this is due in  
               part to higher-than-expected admissions to state  
               prison.<16>

          In the last five years the state has provided significant  
          support to counties seeking to improve their jail conditions and  
          capacity.  The Legislative Analyst's Office ("LAO") provided an  
          update on this funding in its February 2013 analysis of the  
          Governor's criminal justice proposals, including the following:

               Since 2007, the Legislature has approved two measures  
               authorizing a total of $1.7 billion in lease-revenue  
               bonds to fund the construction and modification of  
               county jails.  Assembly Bill 900 provided $1.2 billion  
               to help counties address jail overcrowding.  Chapter  
               42, Statutes of 2012 (SB 1022, Committee on Budget and  
               Fiscal Review), authorized an additional $500 million  
               to help counties construct and modify jails to  
               accommodate longer-term inmates who would be shifted  
               to county responsibility under the 2011 realignment of  
               lower-level offenders.<17>

          SB 1022, last year's measure which included $500 million in  
          lease-revenue bonds for county jails, including the following  
          ---------------------------
          <16>   LAO, The 2013-14 Budget: Governor's Criminal Justice  
          Proposals (Feb. 15, 2013.)
          <17>   Legislative Analyst's Office, The 2013-14 Budget:  
          Governor's Criminal Justice Proposals 9Feb. 15, 2013;  
          http://www.lao.ca.gov/analysis/2013/crim_justice/criminal-justice 
          -proposals/criminal-justice-proposals-021513.aspx



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          legislative intent language:

               In support of this state financing, the Legislature  
               finds and declares all of the following:

               (a) The county adult criminal justice system needs  
               more housing, program, and treatment space to manage  
               the adult offender population under its jurisdiction.
               (b) Appropriate county adult criminal justice housing,  
               program, and treatment space will enhance public  
               safety throughout the state by providing increased  
               access to appropriate programs or treatment.
               (c) By expanding county adult criminal justice  
               capacity, this financing will serve a critical state  
               purpose by promoting public safety.
               (d) This purpose represents valuable consideration in  
               exchange for this state action.<18>

          This legislation also included statutory guidance for funding  
          consideration which reflects an understanding of the need for  
          local custodial space which can provide treatment,  
          rehabilitation and mental health services:

               Funding consideration shall be given to counties that  
               are seeking to replace existing compacted, outdated,  
               or unsafe housing capacity or are seeking to renovate  
               existing or build new facilities that provide adequate  
               space for the provision of treatment and  
               rehabilitation services, including mental health  
               treatment.<19>

          In addition to these state bonds, as part of realignment the  
          state shifted certain revenues to local governments.  As  
          explained by the LAO:

               . . .  (T)he 2011-12 budget package included statutory  
               changes to realign several criminal justice and other  
               programs from state responsibility to local  

               ----------------------
          <18>   SB 1022, Ch. 42, Stats. 2012.
          <19>   Id., Government Code § 15820.926.



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               governments, primarily counties.  Along with the  
               shift-or realignment-of programs, state law realigned  
               revenues to locals. Specifically, current law shifts a  
               share of the state sales tax, as well as Vehicle  
               License Fee revenue, to local governments. The passage  
               of Proposition 30 by voters in November 2012, among  
               other changes, guaranteed these revenues to local  
               governments in the future.  The Governor's budget  
               includes an estimate of revenues projected to go to  
               local governments over the next few years. These  
               estimates are generally in line with prior estimates.  
               . . . (T)otal funding for the criminal justice  
               programs realigned is expected to increase from $1.4  
               billion in 2011-12 to $2.2 billion in 2013-14.<20>

          This bill would provide a framework for re-aligning some of the  
          felony offenders now subject to local corrections, but does not  
          make any changes to the funding realigned pursuant to  
          realignment and guaranteed to local governments by Proposition  
          30.  Committee staff has not estimated how many felons would be  
          "re-realigned" to prison under this bill, and what that  
          realignment would mean in terms of costs for incarceration,  
          mental health treatment and assessment and, potentially, civil  
          commitment under the MDO laws.  The author's office has provided  
          information prepared by a deputy district attorney in San Luis  
          Obispo County attempting to assess the potential impact of this  
          bill.  His report states in part:

               In an effort to determine the impact on the prison  
               population reduction effort by (this bill), a sample  
               of Penal Code section 2966(b) petitions filed in 2011  
               was analyzed.  The year 2011 was chosen because it was  
               the last year before (realignment) . . . took effect.

               A sample of these "initial" Mentally Disordered  
               Offender (MDO) petitions was studied to determine how  
               many of them would have been sentenced under PC  
               1170(h) had it been in effect, and thus unidentified  
               as MDOs.


               ----------------------
          <20>   Id.



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               Only "initial" MDO petitions filed under PC 2966(b)  
               were examined.  The 83 "annual" petitions filed under  
               PC 2966(c) were not included.  Neither were petitions  
               filed in late 2011 that did not result in District  
               Attorney cases until 2012.






































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               . . .  There were 323 initial MDO petitions filed in  
               the San Luis Obispo Superior Court in 2011 that fit  
               the above criteria.  Of the 323 petitions, 230 were  
               examined.  Of the 230, 39 would have been sentenced  
               under PC 1170(h).  The 39 represented approximately  
               17% of the petitions.  Stated another way, about 1 in  
               6 of the MDO commitments would have been unidentified  
               had PC 1170(h) sentencing been in effect.

               Extrapolating the sample size figures to the entire  
               petition population, approximately 55 of 323 initial  
               MDO petitions filed in 2011 would have been  
               unidentified as MDOs due to PC 1170(h) sentencing.

               To determine the impact of the proposed legislation on  
               prison overcrowding concerns, however, it is important  
               to remember that not all of the 55 MDOs were sentenced  
               in the same year.

               Of the 39 in the sample size of 230, the commitment  
               year was as follows:

                         1 in 2002
                         1 in 2004
                         6 in 2007
                         2 in 2008
                         10 in 2009
                         15 in 2010
                         4 in 2011

               Thus, the greater numbers were in the years 2009 and  
               2010.  This is not surprising given that most of those  
               sentenced in prior years would be "off parole" and  
               therefore subject to PC 2970 commitments if they were  
               still being treated in custody.  Most of those  
               sentenced in 2011 would not have reached their release  
               date from prison and would not be on parole and  
               subject to an MDO commitment.
               Extrapolating the sample size numbers to the full  
               population figures, approximately 14 would have been  




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               PC 1170(h) sentences in 2009 and approximately 21  
               would have been 1170(h) sentences in 2010.

               . . .   Approximately 55 of the 323 MDO patients  
               filing PC 2966(b) petitions in 2011 would never have  
               been identified as MDOs had they been sentenced under  
               PC 1170(h).  They would have been released on parole  
               while they still represented a substantial danger of  
               physical harm to others by reason of their severe  
               mental disorder. . . .  On the other hand, the impact  
               on prison population reduction efforts would be  
               minimal.  Had both PC 1170(h) and the proposed  
               legislation been in effect in 2009 and 2010 (the years  
               of greatest impact), the prison population would have  
               increased by a mere 14 and 21 prisoners respectively.
             
          Members may wish to discuss how this bill would impact  
          realignment, including with respect to the following questions:

                 Should felons with severe mental disorders as defined by  
               the mentally disordered offender statutes who were  
               realigned under AB 109 be "re-realigned" back to the state?  
                
                 Would this bill address a "gap" in current law relating  
               to how mentally disordered felons are handled?
                 How would this bill affect the prison population?
                 How would this bill affect the ongoing federal  
               litigation described above and, in particular, the ability  
               of the state to meet the court orders concerning reductions  
               in California's prison population?
                 Should realigned felons be "re-realigned" to the state  
               without an adjustment to the funding realigned to local  
               governments and guaranteed by proposition 30? 
                 What are the implications of this bill with respect to  
               the fiscal guarantees assured in Proposition 30, passed  
               last November?
                 What are the implications of this bill with respect to  
               the state's General Fund?

          TO WHAT EXTENT WOULD THIS BILL ERODE REALIGNMENT?












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