BILL ANALYSIS                                                                                                                                                                                                    �







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        |Hearing Date:April 8, 2013         |Bill No:SB                         |
        |                                   |676                                |
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                      SENATE COMMITTEE ON BUSINESS, PROFESSIONS 
                               AND ECONOMIC DEVELOPMENT
                          Senator Curren D. Price, Jr., Chair
                                           

                          Bill No:        SB 676Author:Block
                    As Introduced February 22, 2013    Fiscal:  Yes

        
        SUBJECT:  Real estate records: unlawful destruction.

        SUMMARY:  This bill clarifies that there is a misdemeanor penalty when  
        a real estate broker, salesperson, or a director, officer, employee,  
        agent, or shareholder of a corporation licensed as a real estate  
        broker, unlawfully destroys records required to be maintained by a  
        real estate broker, or records that have been sought in connection  
        with an investigation, audit, or examination by the Real Estate  
        Commissioner.

        Existing law:

           1)   Requires a real estate broker to retain for three years copies  
             of all listings, deposit receipts, canceled checks, trust  
             records, and other documents executed or obtained by the broker  
             in connection with any transactions for which a real estate  
             broker license is required.  (BPC � 10148)

           2)   Requires a broker, after receiving notice, to make available  
             for examination, inspection, and copying by the Real Estate  
             Commissioner or the Commissioner's designee, during regular  
             business hours, all requested records the broker is legally  
             required to retain.  
           (BPC � 10148)
             
           3)   States that after an initial inspection of retained records,  
             and upon the appearance of sufficient cause, a broker is subject  
             to audit without further notice, so long as the audit is not  
             harassing.  (BPC � 10148)
        





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           4)   States that any person who willfully violates or knowingly  
             participates in the violation of a provision of the Real Estate  
             Division of the Business and Professions Code is guilty of a  
             misdemeanor.  (BPC � 10185)

           5)   Gives the Real Estate Commissioner authority to investigate  
             licensees, bring administrative actions against licensees, and in  
             some circumstances suspend or revoke a real estate licensee.   
             (BPC �� 10175, 10176)

        This bill:  Clarifies that any real estate broker, real estate  
        salesperson, or any director, officer, employee, agent, or shareholder  
        of a corporation licensed as a real estate broker, who knowingly  
        destroys, alters, conceals, mutilates, or falsifies any of the books,  
        papers, writings, documents, or tangible objects that are required to  
        be maintained by this section or that have been sought in connection  
        with an investigation, audit, or examination of a real estate licensee  
        by the commissioner is guilty of a misdemeanor.

        FISCAL EFFECT:  Unknown.  This bill has been keyed "fiscal" by  
        Legislative Counsel.

        COMMENTS:
        
        1. Purpose.  In order to thwart investigations and hide wrong doing,  
           some real estate licensees have falsified or destroyed records  
           required to be kept under law.  According to the Author, this bill  
           resolves a weakness in current Real Estate Law, by clarifying that  
           there is a misdemeanor penalty for real estate licensees, and other  
           persons, who knowingly destroy, alter, conceal, mutilate, or  
           falsify records required to be kept under law or sought in an  
           investigation.  This bill makes the punishment for committing a  
           knowing violation of BPC � 10148 clear and obvious.

        2. Background.  Currently, a licensee's failure to retain records  
           required under BPC � 10148 may be punished through an  
           administrative action or criminal prosecution.   Although BPC �  
           10148 itself is silent on the penalty for violating the statute,  
           other sections (BPC �� 10175, 10176, 10185) authorize strong  
           penalties for violating the records retention requirement.  

           Potential discipline includes professional penalties, such as  
           suspension or revocation of the violator's real estate license.  To  
           take action against a license, the Real Estate Commissioner must  
           prove in an administrative action that the accused individual's  
           acts constituted fraud or dishonest dealing.  Criminal penalties  





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           are available pursuant to BPC � 10185, which states that a willful  
           violation or knowing participation in a violation of real estate  
           law may be prosecuted as a misdemeanor.

           According to the Author, this bill is necessary to create clear  
           rules for real estate professionals, and to authorize the  
           Department of Real Estate to seek administrative disciplinary  
           action against licensees who engage in actions prohibited by BPC �  
           10148.  

        3. Staff Comments:  Real estate law already authorizes the Real Estate  
           Commissioner to take administrative action against licensees who  
           engage in fraud or dishonest dealings, and states that it is a  
           misdemeanor to willfully or knowingly violate real estate law.   
           However, adding language to BPC � 10148 to clarify the penalty for  
           violating the record retention requirement strengthens the record  
           retention requirement.  By making a closer, clearer connection  
           between the prohibited actions and the criminal penalties, this  
           bill emphasizes the importance of retaining accurate records and  
           the seriousness of failing to comply with BPC � 10148.

        4. Arguments in Support.  The  California Association of Realtors,   
           (CAR) supports this bill.  CAR states that it hopes that clarifying  
           the linkage between the professional obligations related to record  
           keeping and the potential prosecution for violating those  
           requirements will raise the quality of practice, to the benefit of  
           consumers and other licensees.


         NOTE  :  Double-referral to Rules Committee second.
        


        SUPPORT AND OPPOSITION:
        
         Support:

         California Association of Realtors

         Opposition:  None received as of April 2, 2013



        Consultant: Kristin Webb







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