BILL ANALYSIS                                                                                                                                                                                                    



                                                                       



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          |SENATE RULES COMMITTEE            |                   AB 567|
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                                 THIRD READING


          Bill No:  AB 567
          Author:   Villines (R)
          Amended:  9/2/09 in Senate
          Vote:     21

           
           SENATE GOVERNMENTAL ORG. COMMITTEE  :  9-0, 6/9/09
          AYES:  Wright, Harman, Benoit, Calderon, Denham, Negrete  
            McLeod, Padilla, Wiggins, Yee
          NO VOTE RECORDED:  Florez, Oropeza, Wyland, Vacancy

           SENATE JUDICIARY COMMITTEE  :  5-0, 7/14/09
          AYES:  Corbett, Harman, Florez, Leno, Walters
           
          SENATE APPROPRIATIONS COMMITTEE  :  12-0, 8/27/09
          AYES:  Kehoe, Cox, Corbett, Denham, Hancock, Leno, Oropeza,  
            Price, Runner, Walters, Wyland, Yee
          NO VOTE RECORDED:  Wolk

           ASSEMBLY FLOOR  :  73-0, 5/14/09 (Consent) - See last page  
            for vote


           SUBJECT  :    Government practices

           SOURCE  :     Author


           DIGEST  :    This bill makes numerous changes to the  
          California Whistleblower Protection Act (CWPA) to broaden  
          the class of employees covered by the CWPA, expands the  
          definition of improper governmental activity" that could be  
          reported by a whistleblower, and permits the State Auditor  
                                                           CONTINUED





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          to publicly report on recommendations made to heads of  
          state agencies that have not been fully implemented after  
          one year, among others.

           ANALYSIS  :    Existing law sets forth the duties and powers  
          of the Bureau of State Audits (BSA) and makes reference to  
          audits and investigative audits.  Existing law also  
          prohibits the State Auditor or his/her employees from  
          releasing to the public, among other things, any papers,  
          correspondence, or any substantive information pertaining  
          to any audit not completed. (Section 8543 et seq. of the  
          Government Code)

          This bill requires the State Auditor, when resources become  
          available, to establish the Clearinghouse for Government  
          Innovation and Improvement Program, for the purpose of  
          creating the means for the public to submit recommendations  
          for improving the operations of state government via mail  
          or other electronic submissions through an Internet website  
          portal.  This bill requires the State Auditor to select  
          recommendations and forward those to the Governor, the  
          Director of the Department of Finance, and majority and  
          minority party leaders in both houses of the Legislature.

          Existing law, the California Whistleblower Protection Act,  
          sets forth the circumstances and procedures under which a  
          state employee, as defined, may report improper  
          governmental activities, as defined, or make protected  
          disclosures, as defined, to the State Auditor, and  
          prohibits retaliation or reprisal against a state employee  
          for these acts.  (Section 8547 et seq. of the Government  
          Code)

          This bill makes the following changes to the California  
          Whistleblower Protection Act:

          1. Expands the definition of covered "employee" to include  
             any person appointed by the Legislature to a state board  
             or commission and who is not a member or employee of the  
             Legislature.  "Employee" includes any former employee  
             who met the criteria of this bill during his/her  
             employment.

          2. Defines "improper governmental activity" as any activity  







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             by a state agency or by an employee that is undertaken  
             in the performance of the employee's duties, undertaken  
             inside a state office, or outside the state office by  
             the employee, directly relates to state government,  
             whether or not that activity is within the scope of  
             his/her employment.

          3. Clarifies that "protected disclosure," includes not only  
             any good faith communication to BSA alleging an improper  
             governmental activity but also any evidence delivered to  
             the BSA in support of the allegation.

          4. Pursuant to an investigation and a finding that an  
             employee may have engaged or participated in improper  
             governmental activities, requires the State Auditor to  
             prepare an investigative report for submittal to the  
             employee's appointing power and provide evidence,  
             subject to certain limitations, necessary to support an  
             adverse action or other specified action to prevent the  
             continuation or recurrence of the improper activity.

          5. Requires the employee's appointing power that receives  
             the State Auditor's investigative report to take adverse  
             action within 60 days of receiving the report, or else  
             submit written reasons for not doing so to the State  
             Auditor and the State Personnel Board.

          6. Requires the State Auditor to establish the means for  
             submissions of allegations of improper governmental  
             activity via mail or other carrier or electronic  
             submission through an Internet website portal.

          7. Authorizes the State Auditor to request, not require, a  
             person submitting allegations of improper governmental  
             activity to provide his/her name and contact information  
             and to provide the names and contact information for any  
             person who could help to substantiate the claim.

          8. Prohibits the disclosure of the identity of the person  
             who provided the information that initiated an  
             investigation, or the person providing information in  
             confidence to further the investigation.

          9. Authorizes the State Auditor, if he/she determines that  







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             there is reasonable cause to believe that an employee of  
             a state agency has engaged in improper governmental  
             activity, to include, in the report given to the head of  
             the employing agency, recommendations to prevent the  
             continuation or recurrence of the activity.

          10.Requires the State Auditor to keep confidential every  
             investigation, including all investigative files and  
             work product, but may release, as part of a report  
             issued after an investigation has been substantiated,  
             evidence supporting any findings.
           
          11.Requires the State Auditor to report, on January 15 of  
             each year, to the Joint Legislative Budget Committee,  
             the Joint Legislative Audit Committee, and the  
             Department of Finance, on each recommendation made based  
             on an audit or investigation conducted more than one  
             year prior, and that has not been fully implemented by  
             the affected agency.

          This bill deletes the term "investigative audit" from the  
          CWPA and replaces it with "investigation."

          This bill provides that it shall be implemented at no cost  
          to the state and using only existing resources.

           FISCAL EFFECT  :    Appropriation:  No   Fiscal Com.:  Yes    
          Local:  No

          According to the Senate Appropriations Committee:

                         Fiscal Impact (in thousands)

           Major Provisions       2009-10     2010-11    2011-12     Fund  

          Revision/expansion of          Minor, absorbable costs  
          ongoing              General*
          California Whistleblower
          Protection Act

          * State Audit Fund

           SUPPORT  :   (Verified  9/2/09)








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          California Bureau of State Audits (State Auditor)
          Service Employees International Union Local 1000

           OPPOSITION  :    (Verified  9/2/09)

          State Personnel Board (unless amended)

           ARGUMENTS IN SUPPORT  :    The author's office contends that  
          California's citizens need to know that their government is  
          acting responsibly and running efficiently, especially  
          during our current budget climate.  The author's office  
          points out that although the California Whistleblower  
          Protection Act provides the means for state employees and  
          members of the public to speak out if they witness any  
          government fraud, waste, or abuse, more can be done to  
          encourage state employees to come forward without fear of  
          retaliation and auditor recommendations to correct issues  
          can be taken more seriously.  The author states, "[i]t is  
          important that no person feels threatened when providing  
          information on how our government can run more effectively  
          and efficiently and corrective actions are taken when  
          necessary."

          The State Auditor, although not a sponsor of the bill,  
          supports the changes being made to the CWPA.  In fact, many  
          of the bill's provisions were drafted to clarify the State  
          Auditor's function as the administrator of the CWPA and to  
          strengthen the impact of the investigations conducted by  
          the State Auditor and the recommendations made to state  
          agencies as a result of those investigations.

           ARGUMENTS IN OPPOSITION  :    The State Personnel Board  
          states that "The July 16 amendments add language expanding  
          the definition of 'improper governmental activities' to  
          encompass any activity undertaken inside a state office,  
          or, if undertaken outside a state office, that directly  
          relate to state government.  Rules of statutory  
          construction would interpret the new provisions as  
          expanding the scope of improper governmental activities.   
          The additional language is ambiguous and will result in an  
          increase in complaint filings and litigation costs."  
           

           ASSEMBLY FLOOR  : 







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          AYES:  Adams, Anderson, Arambula, Beall, Bill Berryhill,  
            Tom Berryhill, Blakeslee, Block, Blumenfield, Brownley,  
            Buchanan, Caballero, Charles Calderon, Carter, Chesbro,  
            Conway, Cook, Coto, Davis, De La Torre, De Leon, DeVore,  
            Duvall, Emmerson, Eng, Evans, Feuer, Fletcher, Fong,  
            Fuller, Furutani, Galgiani, Gilmore, Hagman, Hall,  
            Harkey, Hayashi, Hernandez, Hill, Huber, Huffman,  
            Jeffries, Jones, Knight, Krekorian, Lieu, Logue, Bonnie  
            Lowenthal, Ma, Mendoza, Miller, Monning, Nava, Nestande,  
            Niello, Nielsen, John A. Perez, V. Manuel Perez,  
            Portantino, Price, Ruskin, Salas, Silva, Skinner,  
            Solorio, Audra Strickland, Swanson, Torlakson, Torres,  
            Torrico, Tran, Villines, Yamada
          NO VOTE RECORDED:  Ammiano, Fuentes, Gaines, Garrick,  
            Saldana, Smyth, Bass


          TSM:mw  9/2/09   Senate Floor Analyses 

                         SUPPORT/OPPOSITION:  SEE ABOVE

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