BILL ANALYSIS                                                                                                                                                                                                    



                                                                       



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          |SENATE RULES COMMITTEE            |                   AB 797|
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                                 THIRD READING


          Bill No:  AB 797
          Author:   Ma (D)
          Amended:  5/4/09 in Assembly
          Vote:     21

           
           SENATE BUSINESS, PROF. & ECON. DEVELOP. COM. :  10-0,  
            6/29/09
          AYES: Negrete McLeod, Wyland, Aanestad, Corbett, Correa,  
            Florez, Oropeza, Romero, Walters, Yee

           SENATE APPROPRIATIONS COMMITTEE  :  Senate Rule 28.8

           ASSEMBLY FLOOR  :  76-0, 5/28/09 - See last page for vote


           SUBJECT  :    Accountants:  discipline:  Internet posting

           SOURCE  :     California Society of Certified Public  
          Accountants 


           DIGEST  :    This bill requires the California Board of  
          Accountancy to publish disciplinary decisions on its  
          Website for a period of at least 10 years.


           ANALYSIS  :    Existing law:

          1.Licenses and regulates some 40,000 certified public  
            accountants (CPAs) under the Accountancy Act by the  
            California Board of Accountancy (Board) within the  
            Department of Consumer Affairs (DCA).
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          2.Authorizes the Board to receive and investigate  
            complaints against a licensee and to initiate and take  
            disciplinary action against a licensee, as specified,  
            through administrative procedures as specified in the  
            Accountancy Act and in the Administrative Procedure Act. 

          3.Specifies that protection of the public shall be the  
            highest priority for the Board in exercising its  
            licensing, regulatory, and disciplinary functions.   
            Whenever the protection of the public is inconsistent  
            with other interests sought to be promoted, the  
            protection of the public shall be paramount.

          This bill:

          1.Requires the Board to publish on its Internet Website  
            disciplinary decisions against a certified public  
            accountant, public accountant, accountancy partnership,  
            or accountancy corporation for a period of at least 10  
            years from the date the decision was issued.

          2.Requires the published disciplinary decisions to be  
            accessible by the name of the accountant, partnership, or  
            corporation that is the subject of the decision.

           Background
           
          The documents related to both a pending formal accusation  
          against a licensee, and the final disciplinary order  
          against a licensee are considered a public record and  
          obtainable upon request to any of the more than 40 consumer  
          protection boards, bureaus, programs and commission in the  
          DCA.  

          As a matter of administrative policy, the Board currently  
          publishes the final documents of final disciplinary  
          decisions on its Website for a minimum of 7 years, but in  
          some cases may publish that information indefinitely.   
          Specifically, for each final disciplinary action, the Board  
          posts the licensee's name, the disciplinary action imposed  
          (revocation, probation, suspension, stipulated decision),  
          the basis of the disciplinary action (code sections  
          violated) and a summary of the allegations (the acts the  







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          licensee committed that constituted violations of the law),  
          and a link to a copy of the formal accusation and the  
          disciplinary order (the Board's adopted decision) in "PDF"  
          format.  

          This bill codifies the Board's current practice of  
          publishing the disciplinary decision on the Website, and  
          would extend the time the decision is available on the  
          Website to 10 years.  The Board would have discretion to  
          leave the decision posted for an even longer period of time  
          if it so chooses (such as in cases where there were  
          especially egregious violations).

           Related Legislation
           
          AB 138 (Hayashi) requires California-licensed accounting  
          firms to undergo a peer review of their accounting and  
          auditing services.  

          AB 1005 (Block) requires the California Board of  
          Accountancy to publish on its Website a notice of formal  
          disciplinary accusations, documents related to disciplinary  
          decisions, a live audio or video broadcast of public  
          meetings, and the meeting minutes, as specified.  

          AB 117 (Niello) requires the holder of an inactive  
          certified public accountant license to disclose the  
          inactive license status on all materials that display the  
          CPA designation.  

          SB 961 (Yee) requires, beginning January 1, 2014,  
          applicants for CPA licensure who have a bachelor's degree  
          and two years of experience to acknowledge when they sit  
          for the exam that licensure under that pathway may not be  
          considered substantially equivalent for purposes of  
          practice privileges in other states that require 150  
          semester hours for licensure.  

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

           SUPPORT  :   (Verified  7/7/09)

          California Society of Certified Public Accountants (source)  







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           ARGUMENTS IN SUPPORT  :    According to the author's office,  
          current policy of the Board is to post a summary of  
          disciplinary decisions on its website for a period of seven  
          years.  This bill requires the Board to post the full text  
          of its disciplinary decisions for a period of ten years.   
          According to the author's office this increases consumer  
          protection by providing the full text of the disciplinary  
          decisions so that all proven allegations are readily  
          available and a full description of the proven allegations  
          can be accessed easily and for a longer period of time.


           ASSEMBLY FLOOR  :
          AYES:  Adams, Ammiano, 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,  
            Duvall, Emmerson, Eng, Evans, Feuer, Fletcher, Fong,  
            Fuentes, Fuller, Furutani, Gaines, Galgiani, Garrick,  
            Gilmore, Hagman, Hall, Harkey, Hayashi, Hernandez, Hill,  
            Huber, Huffman, Jeffries, Jones, Knight, Krekorian, Lieu,  
            Bonnie Lowenthal, Ma, Mendoza, Miller, Monning, Nava,  
            Nestande, Niello, Nielsen, John A. Perez, V. Manuel  
            Perez, Portantino, Price, Ruskin, Salas, Skinner, Smyth,  
            Solorio, Audra Strickland, Swanson, Torlakson, Torres,  
            Torrico, Tran, Villines, Yamada, Bass
          NO VOTE RECORDED:  DeVore, Logue, Saldana, Silva


          JA:nl  7/7/09   Senate Floor Analyses 

                         SUPPORT/OPPOSITION:  SEE ABOVE

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