BILL ANALYSIS                                                                                                                                                                                                    






                                                       Bill No:  AB  
          1135
          
                 SENATE COMMITTEE ON GOVERNMENTAL ORGANIZATION
                           Senator Dean Florez, Chair
                           2007-2008 Regular Session
                                 Staff Analysis



          AB 1135  Author:  Strickland
          As Amended:  June 13, 2007
          Hearing Date:  June 26, 2007
          Consultant:  Art Terzakis


                                     SUBJECT  
                                 State Reports

                                   DESCRIPTION
           
          AB 1135 requires written reports submitted to the  
          Legislature or executive body to include a signed statement  
          by the head of the agency or department that the contents  
          of the report are true, accurate, and complete, to the best  
          of his/her knowledge.  Specifically, this measure:
           
          1.  Stipulates that every written report required to be  
            submitted to the Legislature, a Member of the  
            Legislature, or any state legislative or executive body  
            by any state agency or department must include a signed  
            statement by the head of that agency or department  
            declaring that the factual contents of the report are  
            true, accurate, and complete to the best of his/her  
            knowledge.

          2.  Declare that the provisions of this bill apply to the  
            head of every state agency or department, including but  
            not limited to, elected state officials, and any state  
            official whose duties are prescribed by the California  
            Constitution. 

          3.  Provides that with respect to the Franchise Tax Board,  
            the signed statement shall be made by the board's  
            executive officer and with respect to the State Board of  
            Equalization the signed statement shall be made by the  




          AB 1135 (Strickland) continued                               
                                        Page 2
          


            executive director.

          4.  Provides that any person who declares as true any  
            material matter that he/she knows to be false shall be  
            liable for a civil penalty not to exceed $20,000.  Also,  
            provides that the civil penalties shall be exclusively  
            assessed and recovered in a civil action brought by the  
            Attorney General.
                                         
           5.  Defines "written report" and stipulates that the  
            declaration in the signed statement as to the truth,  
            accuracy, and completeness of the contents of the written  
            report shall not apply to any predictions, forecasts,  
            recommendations, or opinions contained in the report.
                                         
                                  EXISTING LAW
           
          Existing law establishes numerous requirements for state  
          and local government agencies to prepare and submit to the  
          Legislature, the Governor, and other governmental entities,  
          written reports on various subject matters of interest to  
          policymakers and regulatory entities.
                                         
                                   BACKGROUND
           
           Purpose of AB 1135:   This measure has been introduced in  
          response to a series of hearings in which it was found that  
          CalTrans had provided inaccurate information to the State  
          Legislature and withheld information concerning the  
          retrofit of the eastern span of the Bay Bridge.  During the  
          Joint Legislative Audit Committee hearing to review the  
          audit on the Bay Bridge project, it was found that CalTrans  
          and other agency heads had withheld information from the  
          Legislature or misrepresented certain facts, such as cost  
          overruns and evidence of project mismanagement.  The  
          author's office contends that under existing law, the  
          officials had no liability for their actions.  The author's  
          office also points out that other types of reports,  
          including the "Annual Road Report" and the "Annual Street  
          Report" are already filed under certification and penalty  
          of perjury.  The author's office argues that "it does not  
          make sense to require certification from some agencies and  
          not others."

          According to the author's office, this measure would ensure  
          that all state agencies and departments and the officials  




          AB 1135 (Strickland) continued                               
                                        Page 3
          


          in charge of them are held accountable to the same  
          standards.  In addition, the author's office states that AB  
          1135 would bring state agency certification in line with  
          what public companies are already required to do by federal  
          law, namely, "remain accountable to their shareholders in  
          providing accurate financial information."  The author's  
          office points out that "California taxpayers are the  
          shareholders in state and local entities and they deserve  
          the same accountability from the officials appointed to  
          manage public funds."

           Arguments in Opposition:   The Department of Consumer  
          Affairs and the Department of Mental Health have expressed  
          opposition to this measure on the basis that it is  
          unnecessary given the extensive protections already in  
          place to ensure accurate reporting and communications in  
          state government.  For example, requirements for executing  
          an oath of office or oath of allegiance for state  
          employees, appointees, elected officials and Constitutional  
          officers are found in the Government Code and those oaths  
          require faithful discharge of all assigned duties with  
          misdemeanor punishment for delinquency in the performance  
          of those duties.  Additionally, provisions for the filing  
          of perjury charges for willfully signing false statements  
          are found in sections of both the Government Code and the  
          Penal Code.  Successful prosecution can result in sentences  
          to state prison for up to 14 years.  Furthermore, opponents  
          note that "the civil penalty provision contained in this  
          measure would not obviate any criminal charges that may be  
          filed and is not considered a necessary deterrent given the  
          range of punishments already found in law." 
           
           Staff Comments:   This bill contains provisions similar to  
          AB 1625 (Klehs) of 2005, and AB 2404 (Klehs) of 2006, both  
          of which were vetoed by the Governor.  In his veto message  
          of AB 2404, the Governor stated:
           
          "Although I agree that the Legislature should base their  
          decisions on sound information that is true, accurate and  
          complete, I believe that this bill is the wrong approach.   
          By requiring that only mandatory reports submitted to the  
          Legislature and State Controller contain signed statements  
          attesting to their accuracy, this bill would create an  
          inconsistent system in which some of the information  
          considered in the legislative process is subject to  
          declarations of truth, while the majority of the  written  




          AB 1135 (Strickland) continued                               
                                        Page 4
          


          material used in the legislative process is accepted as  
          truth without such verification."

          "The Legislature already has the authority to question the  
          accuracy of a report by requiring those responsible for  
          submitting the report to attest to the accuracy of the  
          report under oath.   Given this legislative oversight and  
          the fact that state law already makes it a misdemeanor for  
          a state or local official to submit a written report  
          containing false information to the State Controller, this  
          measure is unnecessary."

                                PRIOR LEGISLATION
           
           AB 2404 (Klehs) of 2005-06 Session.    Would have required  
          written reports that are required to be submitted by any  
          state agency, board, or commission to include a signed  
          statement by the head of the agency or chair of the board  
          or commission, declaring that the contents of the report  
          are true, accurate, and complete to the best of his/her  
          knowledge.  (Vetoed)

           AB 1625 (Klehs) of 2005-06 Session.    Would have required  
          written reports that are required to be submitted to the  
          Legislature by any state agency, board, or commission to  
          include a signed statement by the head of the agency, chair  
          of the board or commission or executive director, declaring  
          that the contents of the report are true, accurate, and  
          complete to the best of his/her knowledge.  (Vetoed)
           
          SUPPORT:  None on file as of June 21, 2007.

           OPPOSE:   As of June 21, 2007:

          Department of Consumer Affairs
          Department of Mental Health

           DUAL REFERRAL:   Senate Judiciary Committee
           
          FISCAL COMMITTEE:   Senate Appropriations Committee

                                   **********








          AB 1135 (Strickland) continued                               
                                        Page 5