BILL ANALYSIS Ó Bill No: SB 1009 SENATE COMMITTEE ON GOVERNMENTAL ORGANIZATION Senator Lou Correa, Chair 2013-2014 Regular Session Staff Analysis SB 1009 Author: Liu As Introduced: February 13, 2014 Hearing Date: March 25, 2014 Consultant: Paul Donahue SUBJECT Public Records DESCRIPTION Authorizes the Secretary of State to evaluate gubernatorial records to determine which should be preserved in the State Archives. Specifically, this bill : 1)Enables the Secretary of State to appraise and manage new or existing public records that are transferred to the State Archives when a Governor leaves office to determine whether the records are appropriate for preservation in the State Archives. 2)Directs the Secretary of State to employ professional archival practices, including, but not limited to, appraising the historic value of the records, arranging and describing the records, rehousing the records in appropriate storage containers, or providing any conservation treatment that the records require. EXISTING LAW 1)The Public Records Act requires state and local agencies to make records available to any person upon payment of fees to cover costs, subject to specified exemptions. 2)Requires the Governor to transfer public records from the SB 1009 (Liu) continued Page 2 Governor's office to the State Archives as soon as practicable after leaving office. 3)Authorizes the Governor to restrict, in writing, public access to any of the transferred public records, or any other writings he or she may transfer, which have not already been made accessible to the public, except as specified. BACKGROUND 1)Purpose : According to author, when a Governor leaves office, he or she must transfer all public records to the State Archives, regardless of their archival value. Although state law authorizes the Secretary of State to appraise all other state agency records and remove inappropriate and duplicative documents, the law does not permit the Secretary to manage records from California's Governors in the same fashion. Absent the authority to properly appraise and manage gubernatorial records, the State Archives is required to retain every record sent over from each departing governor, regardless of the record's archival value. As a result, the State Archives is running out of storage space much more rapidly than it otherwise would. The volume of records from the last 3 governors alone exceeds 10,000 cubic feet, which is nearly 10% of the total volume of records held in the State Archives. 2)History : In 1947, the Legislature directed the Secretary of State to establish a Central Records Depository for the receipt and custody of all records required or permitted by law to be filed or deposited in the office of the Secretary of State. The legislation also permitted the Secretary to determine records retention periods before records were destroyed, and to determine what records would be "microphotographed" before being destroyed. Legislation enacted in 1963 created the Department of General Services (DGS), transferred the Central Records Depository to DGS, and enacted the State Records Management Act. The Act directs DGS to administer a records management program that will apply efficient and economical management, retention, preservation and SB 1009 (Liu) continued Page 3 disposal of state records. 3)Support : The Secretary of State is sponsoring SB 1009, and states that the measure will allow the State Archives Division of the Secretary of State's office to appraise and professionally manage gubernatorial records. This will promote wise use of state property and reduce fiscal pressure. Storage space at the State Archives is currently at 85% capacity and is expected to reach full capacity in four to six years. This bill would allow the Secretary to appropriately preserve important public documents and make them more accessible to the people of California. PRIOR/RELATED LEGISLATION SB 938 (Senate G. O. Committee), 2011-2012 Session. Would have transferred duties related to records management and destruction from DGS to the California Technology Agency. (Held in Senate Appropriations) SB 2067 (Bowen) Chapter 569, Statutes of 1998. Requires the Secretary of State, in consultation with DGS, to approve and adopt appropriate standards established by the American National Standards Institute or the Association for Information and Image Management, and would require that reproduction of those records be done in compliance with the minimum standards or guidelines, or both, recommended by the American National Standards Institute or the Association for Information and Image Management. SUPPORT: Secretary of State Debra Bowen (sponsor) Society of California Archivists OPPOSE: None on file FISCAL COMMITTEE: Senate Appropriations Committee ********** SB 1009 (Liu) continued Page 4