BILL ANALYSIS                                                                                                                                                                                                    Ó



                                                                  SB 479
                                                                  Page  1

          Date of Hearing:   June 19, 2013

           ASSEMBLY COMMITTEE ON ACCOUNTABILITY AND ADMINISTRATIVE REVIEW
                                 Jim Frazier, Chair
                     SB 479 (Block) - As Amended:  April 4, 2013

           SENATE VOTE  :   34-0-4
           
          SUBJECT  :   State government: Secretary of State: duties.

           SUMMARY  :   Changes the management of state records within the  
          Department of General Services (DGS) and Secretary of State's  
          Office (SOS).   Specifically,  this bill  :   

             1)   Transfers the responsibility of state records management  
               from DGS to SOS.

             2)   Transfers three staff positions and their files from the  
               California Records Information Management (CalRIM) program  
               housed with the State Printer under DGS to the Secretary of  
               State under the State Archives Division.

             3)   Changes the name of the "Keeper of the Archives" to the  
               "Chief of Archives."  

             4)   Provides that DGS will continue to operate the State  
               Records Center, retaining its staff and its responsibility  
               for storing records for state agencies.

             5)   Allows the Workers' Compensation Appeals Board, with the  
               approval of the SOS, to destroy or otherwise dispose of a  
               file kept by it in connection with a proceeding regarding  
               workers' compensation and insurance.

             6)   Makes numerous technical, nonsubstantive, conforming and  
               code maintenance changes.


           EXISTING LAW:
           
             1)   Requires the SOS to appoint a competent person to the  
               position of Keeper of the Archives.

             2)   Specifies that the Keeper of the Archives is responsible  
               for the preservation and indexing of material deposited in  








                                                                  SB 479
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               the State Archives, and shall make the material readily  
               available for use.

             3)   Requires DGS to manage state records, as specified in  
               the State Records Management Act.

             4)   Allows the Workers' Compensation Appeals Board, with the  
               approval of the Department of Finance, to destroy or  
               otherwise dispose of a file kept by it in connection with a  
               proceeding.


          FISCAL EFFECT  :   According to the Senate Appropriations  
          Committee, the first year costs will be $303,000 and annually  
          $288,000 for the transfer of three staff positions from DGS to  
          SOS.  This is an interagency funds transfer and except for  
          $15,000 in transitional expenses, it will not result in any new  
          costs.  Personnel being transferred from the CalRIM program  
          consist of three personnel years (Records Management Analyst  
          II).

           COMMENTS  :   This bill, which is sponsored by the SOS, transfers  
          the responsibility of state records management from DGS' CalRIM  
          program to SOS' California State Archives (State Archives).  To  
          accomplish this change, this bill moves three positions from DGS  
          to SOS.  Additionally, this bill changes the name of the "Keeper  
          of the Archives" to the "Chief of Archives." 

          The State Archives, which is part of the SOS, collects,  
          catalogs, preserves, and provides access to the historic records  
          of state government and some records of local governments.   
          Until 1963, the SOS also had responsibility for state records  
          management.  The Central Records Depository was moved from the  
          SOS to DGS when DGS was created under AB 2006 (Marks), Chapter  
          1786, Statutes of 1963.

          The state records program within DGS is comprised of two program  
          elements, CalRIM, and the State Records Center (SRC).  CalRIM  
          establishes guidelines for state agencies in records management  
          and retention, including the management of electronic records.   
          CalRIM also provides training and other technical services to  
          help customer agencies establish and maintain effective records  
          programs.  

          CalRIM and the State Archives currently review and approve  








                                                                  SB 479
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          records retention schedules prepared by state agencies.  The  
          State Archives staff determines if records identified on an  
          agency retention schedule have archival value and should  
          therefore be transferred to the Archives at the end of the  
          records' lifecycles.  

          The SRC stores and retrieves vital records and semi-active and  
          inactive records for state agencies.  Under this bill, these  
          responsibilities will remain under DGS. 


          According to the author's office, the State's existing program  
          for creating, managing, and preserving records is not cohesive  
          and results in significant duplication of efforts and missed  
          opportunities for efficiency between the State Archives and  
          DGS/CalRIM.  The author's office and SOS explain that the bill  
          is meant to more efficiently manage records.


          The Innoventure Technology Group opposes this bill, contending  
          that it is premature and that the state should consider various  
          factors, including what is the best approach to managing state  
          records, risks associated from shifting responsibilities, and  
          where is the best fit for these responsibilities.   


           REGISTERED SUPPORT / OPPOSITION  :

           Support 
           
          Secretary of State
          Society of California Archivists
           
            Opposition 
           
          Innoventure Technology Group

           Analysis Prepared by  :    Scott Herbstman / A. & A.R. / (916)  
          319-3600