BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 567
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          Date of Hearing:   April 22, 2009

            ASSEMBLY COMMITTEE ON PUBLIC EMPLOYEES, RETIREMENT AND SOCIAL  
                                      SECURITY
                                 Ed Hernandez, Chair
                AB 567 (Villines) - As Introduced:  February 25, 2009
           
          SUBJECT  :   Government practices.

           SUMMARY  :   Creates a Clearinghouse for Government Innovation and  
          Improvement Program (clearinghouse) within the Bureau of State  
          Audits (bureau) which shall solicit recommendations from the  
          public for improving state operations, and makes other specified  
          changes to the operations of the State Auditor (SA).   
          Specifically,  this bill  :  

          1)Expands the restrictions regarding the release of information  
            related to a State Auditor (SA) report to the officers and any  
            employee or former officers or employees of any state or local  
            agency or publicly created entity that has been subject to or  
            that has assisted the Bureau of State Audits (bureau) with an  
            audit or investigation or that has received a draft copy of  
            any report or other draft document from the bureau for comment  
            or review. 

          2)Replaces references to "investigative audit" with  
            "investigation."

          3)Establishes the clearinghouse, and requires the SA to  
            establish a means for members of the public to submit  
            recommendations for improving state operations and review such  
            submissions in good faith.    

          4)Permits the SA to forward selected recommendations from the  
            public to the Governor, the Director of Finance, and the  
            majority and minority party leaders in both houses of the  
            Legislature for review.

          5)Requires the SA to create the means for the submission of  
            allegations of improper governmental activity both mail and  
            electronically.  The State Auditor may request, but shall not  
            require, that a person submitting an allegation provide his or  
            her name and contact information and provide the names and  
            contact information for any persons who could help to  
            substantiate the claim. 








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          6)Permits the SA to include recommendations to prevent the  
            continuation or recurrence of improper governmental activity  
            in a report to the head of the employee's agency. 

          7)Lengthens the reporting time from 30 to 60 days for the head  
            of the employing agency to report any action taken regarding  
            improper governmental activity. 

          8)Requires the SA to keep every investigation confidential,  
            including all investigative files and work product.  

          9)Specifies that the SA must report any recommendations that  
            have not been fully implemented.


          10)Revises the term "employee" to include any individual  
            appointed by the Legislature who is not an employee of the  
            Legislature.

           EXISTING LAW  :

          1)Sets forth the duties and powers of the bureau and makes  
            reference to audits and investigative audits.

          2)Prohibits the State Auditor or his or her employees from  
            releasing to the public, among other things, any papers,  
            correspondence, or any substantive information pertaining to  
            any audit not completed.

           FISCAL EFFECT  :   Unknown.

           COMMENTS  :   According to the author's office, "Currently, the  
          California Whistleblower Protection Act (Act) provides the means  
          for state employees and members of the public to anonymously  
          speak out if they witness any government waste, fraud or abuse.   
          While this Act works, there are several improvements that could  
          be made to encourage state employees to come forward without  
          fear of retaliation and to ensure that auditor recommendations  
          to correct issues are taken seriously."

          The Act authorizes the California SA to receive complaints from  
          state employees and members of the public who wish to report an  
          improper governmental activity.  According to the SA, bureau  
          staff conduct careful evaluations of each complaint to determine  








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          whether an improper governmental activity has occurred, and if  
          the complaint has merit, the SA may conduct a formal  
          investigation.    

          The author's office has not cited specific examples of  
          deficiencies with the bureau's current system of receiving and  
          investigating complaints or instances of any improper  
          disclosures.  It is also noted that the provisions requiring the  
          bureau to implement a system that allows an individual to  
          contact the bureau via mail, email, or telephone is consistent  
          with the bureau's current program.

          The State Association of County Auditors has taken an "oppose  
          unless amended" position on the bill.  They are concerned that  
          the provisions prohibiting county auditors from discussing  
          information found in an ongoing audit with key county staff,  
          including county counsel, and restricting county auditors from  
          seeking assistance from other local government officials as  
          technical experts are too restrictive.  While they agree with  
          the author's effort to restrict the release of information on an  
          audit not yet completed to the public and the press, they feel  
          "?strongly that preserving the ability to perfect audit reports  
          through technical discussion with experts must be upheld."  They  
          are seeking an amendment that would clarify that the bill does  
          not limit local governmental officials from discussing policy,  
          practice or procedures in any area of their responsibility or  
          function of their office with other local government officials  
          as technical experts. 

          This bill was also heard in the Assembly Committee on Business  
          and Professions where it passed unanimously on consent.


           REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           
          None on file

           Opposition 
           
          State Association of County Auditors
           
          Analysis Prepared by  :    Karon Green / P.E., R. & S.S. / (916)  
          319-3957 








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