BILL ANALYSIS                                                                                                                                                                                                    







                      SENATE COMMITTEE ON PUBLIC SAFETY
                             Senator Mark Leno, Chair                A
                             2009-2010 Regular Session               B

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          AB 955 (De Leon)                                            
          As Amended June 22, 2009 
          Hearing date:  July 2, 2009
          Government Code
          SM:mc

              PEACE OFFICERS PROCEDURAL BILL OF RIGHTS: TIME TO COMPLETE  
 
                             INVESTIGATION OF MISCONDUCT  


                                       HISTORY

          Source:  Peace Officer's Research Association of California;  
          California Association of Highway Patrolmen

          Prior Legislation: AB 1436 (Cardoza) - Chapter 148, Stats. of  
          1997

          Support: Association for Los Angeles Deputy Sheriffs; California  
                   Correctional Supervisors Organization; California Peace  
                   Officers' Association; California Police Chiefs  
                   Association; Los Angeles County Probation Officers  
                   Union; Orange County Employees' Association; Riverside  
                   Sheriffs' Association; State Coalition of Probation  
                   Organizations; California State Sheriffs' Association

          Opposition:None known

          Assembly Floor Vote:  Ayes  69 - Noes  0







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                                                           AB 955 (De Leon)
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                                         KEY ISSUE
           
          SHOULD LAW ENFORCEMENT AGENCIES BE REQUIRED TO NOTIFY AN  
          EMPLOYEE WITHIN ONE YEAR OF AN ALLEGATION OF MISCONDUCT BEING  
          MADE WHETHER THAT AGENCY INTENDS TO PURSUE THE ALLEGATION, AND  
          SPECIFY THE PUNISHMENT THAT THE AGENCY INTENDS TO IMPOSE?


                                       PURPOSE

          The purpose of this bill is to require that the employing agency  
          notify the employee within one year of an allegation of  
          misconduct being made whether the agency intends to pursue the  
          allegation, and to specify the punishment that the agency  
          intends to impose.

           Existing law  establishes the Public Safety Officers Procedural  
          Bill of Rights (POBAR).  (Government Code  3300.)

          POBAR provides, among others, the following procedural  
          protections for peace officers in employment-related matters:

                 No public safety officer shall be subjected to punitive  
               action, or denied promotion, or be threatened with any such  
               treatment, because of the lawful exercise of the rights  
               granted under this chapter, or the exercise of any rights  
               under any existing administrative grievance procedure.   
               Nothing in this section shall preclude a head of an agency  
               from ordering a public safety officer to cooperate with  
               other agencies involved in criminal investigations.  If an  
               officer fails to comply with such an order, the agency may  
               officially charge him or her with insubordination.   
               (Government Code  3304(a).)

                 No punitive action nor denial of promotion on grounds  
               other than merit shall be undertaken by any public agency  
               against any public safety officer who has successfully  
               completed the probationary period that may be required by  
               his or her employing agency without providing the public  
               safety officer with an opportunity for administrative  




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               appeal.  (Government Code  3304(b).)

                 No chief of police may be removed by a public agency, or  
               appointing authority, without providing the chief of police  
               with written notice and the reason or reasons therefor and  
               an opportunity for administrative appeal.  For purposes of  
               this subdivision, the removal of a chief of police by a  
               public agency or appointing authority, for the purpose of  
               implementing the goals or policies, or both, of the public  
               agency or appointing authority, for reasons including, but  
               not limited to, incompatibility of management styles or as  
               a result of a change in administration, shall be sufficient  
               to constitute "reason or reasons."  Nothing in this  
               subdivision shall be construed to create a property  
               interest, where one does not exist by rule or law, in the  
               job of Chief of Police.  (Government Code  3304(c).)  

                 Except as specified, no punitive action, nor denial of  
               promotion on grounds other than merit, shall be undertaken  
               for any act, omission, or other allegation of misconduct if  
               the investigation of the allegation is not completed within  
               one year of the public agency's discovery by a person  
               authorized to initiate an investigation of the allegation  
               of an act, omission, or other misconduct.  This one-year  
               limitation period shall apply only if the act, omission, or  
               other misconduct occurred on or after January 1, 1998.  In  
               the event that the public agency determines that discipline  
               may be taken, it shall complete its investigation and  
               notify the public safety officer of its proposed  
               disciplinary action within that year, except in any of the  
               following circumstances (Government Code  3304(d)):

                  o         If the act, omission, or other allegation of  
                    misconduct is also the subject of a criminal  
                    investigation or criminal prosecution, the time during  
                    which the criminal investigation or criminal  
                    prosecution is pending shall toll the one-year time  
                    period.
                  o         If the public safety officer waives the  
                    one-year time period in writing, the time period shall  




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                    be tolled for the period of time specified in the  
                    written waiver.
                  o         If the investigation is a multi-jurisdictional  
                    investigation that requires a reasonable extension for  
                    coordination of the involved agencies.
                  o         If the investigation involves more than one  
                    employee and requires a reasonable extension.
                  o         If the investigation involves an employee who  
                    is incapacitated or otherwise unavailable.
                  o         If the investigation involves a matter in  
                    civil litigation where the public safety officer is  
                    named as a party defendant, the one-year time period  
                    shall be tolled while that civil action is pending.
                  o         If the investigation involves a matter in  
                    criminal litigation where the complainant is a  
                    criminal defendant, the one-year time period shall be  
                    tolled during the period of that defendant's criminal  
                    investigation and prosecution.
                  o         If the investigation involves an allegation of  
                    workers' compensation fraud on the part of the public  
                    safety officer.

                 Where a pre-disciplinary response or grievance procedure  
               is required or utilized, the time for this response or  
               procedure shall not be governed or limited by this chapter.  
                (Government Code  3304(e).)  
                 If, after investigation and any pre-disciplinary  
               response or procedure, the public agency decides to impose  
               discipline, the public agency shall notify the public  
               safety officer in writing of its decision to impose  
               discipline, including the date that the discipline will be  
               imposed, within 30 days of its decision, except if the  
               public safety officer is unavailable for discipline.   
               (Government Code  3304(f).) 
                 Notwithstanding the one-year time period specified, an  
               investigation may be reopened against a public safety  
               officer if both of the following circumstances exist  
               (Government Code  3304(g)):

                  o         Significant new evidence has been discovered  




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                    that is likely to affect the outcome of the  
                    investigation.
                  o         One of the following conditions exist:

                                     The evidence could not reasonably  
                         have been discovered in the normal course of  
                         investigation without resorting to extraordinary  
                         measures by the agency.
                                     The evidence resulted from the  
                         public safety officer's pre-disciplinary response  
                         or procedure.


          This bill  amends section 3304 to provide, except as specified in  
          existing law, no disciplinary action may be undertaken for any  
          act of misconduct if the investigation of the allegation is not  
          completed within one year of the agency's discovery by a person  
          authorized to initiate an investigation of the allegation of an  
          act, omission, or other misconduct.  In the event that the  
          agency determines that discipline may be taken, it shall  
          complete its investigation and notify the public safety officer  
          of its proposed  discipline by a Letter of Intent or Notice of  
          Adverse Action articulating the discipline  that year, except as  
          specified in existing law.   The public agency shall not be  
          required to impose the discipline within that one-year period.  


                    RECEIVERSHIP/OVERCROWDING CRISIS AGGRAVATION
          
          California continues to face a severe prison overcrowding  
          crisis.  The Department of Corrections and Rehabilitation (CDCR)  
          currently has about 170,000 inmates under its jurisdiction.  Due  
          to a lack of traditional housing space available, the department  
          houses roughly 15,000 inmates in gyms and dayrooms.   
          California's prison population has increased by 125% (an average  
          of 4% annually) over the past 20 years, growing from 76,000  
          inmates to 171,000 inmates, far outpacing the state's population  
          growth rate for the age cohort with the highest risk of  






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          incarceration.<1>

          In December of 2006 plaintiffs in two federal lawsuits against  
          CDCR sought a court-ordered limit on the prison population  
          pursuant to the federal Prison Litigation Reform Act.  On  
          February 9, 2009, the three-judge federal court panel issued a  
          tentative ruling that included the following conclusions with  
          respect to overcrowding:

               No party contests that California's prisons are  
               overcrowded, however measured, and whether considered  
               in comparison to prisons in other states or jails  
               within this state.  There are simply too many  
               prisoners for the existing capacity.  The Governor,  
               the principal defendant, declared a state of emergency  
               in 2006 because of the "severe overcrowding" in  
               California's prisons, which has caused "substantial  
               risk to the health and safety of the men and women who  
               work inside these prisons and the inmates housed in  
               them."  . . .  A state appellate court upheld the  
               Governor's proclamation, holding that the evidence  
               supported the existence of conditions of "extreme  
               peril to the safety of persons and property."  
               (citation omitted)  The Governor's declaration of the  
               state of emergency remains in effect to this day.

               . . .  the evidence is compelling that there is no  
               relief other than a prisoner release order that will  
               remedy the unconstitutional prison conditions.

               . . .

               Although the evidence may be less than perfectly  
               ----------------------
          <1>  "Between 1987 and 2007, California's population of ages 15  
          through 44 - the age cohort with the highest risk for  
          incarceration - grew by an average of less than 1% annually,  
          which is a pace much slower than the growth in prison  
          admissions."  (2009-2010 Budget Analysis Series, Judicial and  
          Criminal Justice, Legislative Analyst's Office (January 30,  
          2009).)



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               clear, it appears to the Court that in order to  
               alleviate the constitutional violations California's  
               inmate population must be reduced to at most 120% to  
               145% of design capacity, with some institutions or  
               clinical programs at or below 100%.  We caution the  
               parties, however, that these are not firm figures and  
               that the Court reserves the right - until its final  
               ruling - to determine that a higher or lower figure is  
               appropriate in general or in particular types of  
               facilities.

               . . .

               Under the PLRA, any prisoner release order that we  
               issue will be narrowly drawn, extend no further than  
               necessary to correct the violation of constitutional  
               rights, and be the least intrusive means necessary to  
               correct the violation of those rights.  For this  
               reason, it is our present intention to adopt an order  
               requiring the State to develop a plan to reduce the  
               prison population to 120% or 145% of the prison's  
               design capacity (or somewhere in between) within a  
               period of two or three years.<2>

          The final outcome of the panel's tentative decision, as well as  
          any appeal that may be in response to the panel's final  
          decision, is unknown at the time of this writing.

           This bill  does not appear to aggravate the prison overcrowding  
          crisis outlined above.


                                      COMMENTS

          ---------------------------
          <2>  Three Judge Court Tentative Ruling, Coleman v.  
          Schwarzenegger, Plata v. Schwarzenegger, in the United States  
          District Courts for the Eastern District of California and the  
          Northern District of California United States District Court  
          composed of three judges pursuant to Section 2284, Title 28  
          United States Code (Feb. 9, 2009).



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          1.  Need for This Bill  

          According to the author:

               Years ago (1997), AB 1436 was passed into law to amend  
               the Peace Officers Procedural Bill of Rights.  The law  
               ensured that officers were provided appropriate  
               information regarding the details and decisions of any  
               investigations conducted on them in a timely manner.

               Last Spring, the California Supreme Court  
               misinterpreted the intent of existing law to limit  
               investigation periods and provide notice of proposed  
               discipline to one year.  

               AB 955 seeks to clarify the intent of the original  
               legislation, and continue providing officers  
               administrative guidance in these situations.

          2.  Abrogating Mays v. City of Los Angeles  

          The purpose of this bill is to abrogate the unanimous holding of  
          the California Supreme Court in Mays v. City of Los Angeles, 43  
          Cal.4th 313 (2008).  The Court in Mays stated the issue as  
          follows:

               At issue in this appeal is the meaning of the language  
               in section 3304(d) requiring a public agency to  
               "notify the public safety officer of its proposed  
               disciplinary action."  Defendants contend that the  
               quoted language requires only that notice of the  
               misconduct charges be provided.  Plaintiff and the  
               Court of Appeal, however, view section 3304(d) as  
               mandating notice of the specific punishment or  
               discipline that is contemplated for the charged  
               misconduct.  As we shall explain, we believe the Court  
               of Appeal's interpretation is not consistent with the  
               language  or purpose  of the statute.  (Mays v. City of  
               Los Angeles, 43 Cal. 4th 313, 321 (2008), (emphasis  
               added).)




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          The Court found that the purpose of section 3304(d) is to act as  
          a statute of limitations requiring the employing agency to  
          investigate any allegations of misconduct within one year and,  
          within that time period, decide whether or not to commence  
          disciplinary proceedings:  

               Viewing the terms of section 3304(d) as a whole, it  
               appears clear that the fundamental purpose of this  
               provision is to place a one-year limitation on  
               investigations of officer misconduct.  The one-year  
               period runs from the time the misconduct is  
               discovered.  Once the public agency decides that  
               discipline may be warranted ("that discipline may be  
               taken" (ibid.)), it must so inform the public safety  
               officer (must "notify the public safety officer of its  
               proposed disciplinary action" (ibid.)).  In this  
               context, it seems most reasonable to interpret the  
               language "proposed disciplinary action" as referring  
               to the agency's determination that "discipline may be  
               taken."  (Ibid.)  Not only completion of the  
               investigation, but also the requisite notification to  
               the officer, must be accomplished within a year of  
               discovery of the misconduct.  This interpretation is  
               consistent with the apparent purpose of the  
               subdivision, which is to ensure that an officer will  
               not be faced with the uncertainty of a lingering  
               investigation, but will know within one year of the  
               agency's discovery of the officer's act or omission  
               that it may be necessary for the officer to respond in  
               the event he or she wishes to defend against possible  
               discipline.

               A contrary conclusion-that section 3304(d) requires  
               notification of the specific discipline contemplated  
               by the public agency-prematurely would impose a  
               requirement that is unreasonable in view of the timing  
               of the notice.  Section 3304(d) refers to an agency  
               decision that "discipline may be taken." (Italics  
               added.)  The use of the conditional word "may"  




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               demonstrates the preliminary nature of the proceedings  
               at the time the notice is required under subdivision  
               (d).  It would be anomalous to require the public  
               agency to reach a conclusion regarding potential  
               discipline prior to any predisciplinary proceedings or  
               response on the part of the officer.  (See Sulier v.  
               State Personnel Bd. (2004) 125 Cal.App.4th 21, 29 [22  
               Cal. Rptr. 3d 615] (Sulier) ["the notice contemplated  
               by section 3304(d) is given at a time when the  
               disciplinary authority has not necessarily committed  
               itself to disciplining the employee ?"].)  Such a  
               requirement also could have the practical effect of  
               always leading the public agency to propose the  
               maximum punishment in order to ensure it retained the  
               full range of options in the subsequent disciplinary  
               proceedings.

               Another subdivision of section 3304-subdivision  
               (f)-strongly supports the foregoing interpretation of  
               section 3304(d).  Subdivision (f) provides: "If, after  
               investigation and any predisciplinary response or  
               procedure, the public agency decides to impose  
               discipline, the public agency shall notify the public  
               safety officer in writing of its decision to impose  
               discipline, including the date that the discipline  
               will be imposed, within 30 days of its decision,  
               except if the public safety officer is unavailable for  
               discipline."  ( 3304, subd. (f).)  Thus, it appears  
               that, ordinarily, a predisciplinary response and/or  
               hearing will occur subsequent to the investigation but  
               prior to the agency's conclusion regarding the  
               specific discipline to be imposed.  Once the agency  
               follows its relevant procedural mechanism and decides  
               the level of specific discipline it intends to impose,  
               it then has 30 days to so notify the officer.  (See  
               Sulier, supra, 125 Cal.App.4th at pp. 29-30 [a formal  
               notice of adverse action containing a statement of the  
               nature of such action is required when the public  
               agency decides to impose discipline and serves a  
               formal notice pursuant to  3304, subd. (f)].)  When  




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               the two subdivisions are read together, it is evident  
               that section 3304(d) limits the duration of the  
               investigation and provides, through its notice  
               requirement that discipline may be imposed, a starting  
               point for predisciplinary responses or procedures,  
               whereas subdivision (f) is directed at providing the  
               officer with written notice of the discipline that the  
               agency-after considering the officer's predisciplinary  
               response-has decided to impose.  (Mays, supra, at  
               321-323 (emphasis in original).)

          Thus, the Court found that the Legislature's intent in  
          enacting the statute was to provide a one-year limit on  
          investigations of misconduct claims, prior to any  
          disciplinary hearing, and that reading section 3304(d) to  
          require notification of the specific discipline  
          contemplated by the public agency, as proposed by this  
          bill, "prematurely would impose a requirement that is  
          unreasonable in view of the timing of the notice."  

          DOES THE ONE-YEAR NOTICE INDICATE THAT DISCIPLINARY ACTION  
          WILL BE TAKEN OR MAY BE TAKEN?






















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          DOES THE STATUTORY SCHEME CONTEMPLATE THAT, FOLLOWING THE  
                                                                               ONE-YEAR NOTICE, SOME PREDISCIPLINARY RESPONSE OR PROCEDURE  
          WILL TAKE PLACE?

          WOULD IT BE PREMATURE TO REQUIRE AN EMPLOYING AGENCY TO  
          SPECIFY THE DISCIPLINARY MEASURES IT INTENDS TO IMPOSE  
          PRIOR TO ANY ACTUAL HEARING AND OPPORTUNITY FOR THE ACCUSED  
          OFFICER TO RESPOND TO THE ALLEGATIONS?

          WOULD REQUIRING AN AGENCY TO SPECIFY THE PENALTY BEFORE A  
          HEARING ON THE ALLEGATIONS RESULT IN THE AGENCY ALWAYS  
          PROPOSING THE MAXIMUM PUNISHMENT?

          The Court looked at the legislative history of section  
          3304(d) and found that to be consistent with its reading of  
          the statute:  

               Nor is there any indication in section 3304(d)'s  
               legislative history that the Legislature intended to  
               require that public agencies propose a specific  
               punishment at the stage when an investigation has been  
               completed but disciplinary proceedings have yet to  
               commence.  Indeed, that history reveals no discussion  
               or debate concerning the meaning of section 3304(d)'s  
               phrase "notify the public safety officer of its  
               proposed disciplinary action."  Rather, the history  
               confirms that section 3304(d) was intended to function  
               primarily as a limitation upon investigations of  
               misconduct.  The express purpose of the bill that  
               encompasses what is now section 3304(d) was "to enact  
               specific time limits and exceptions for investigating  
               alleged acts or omissions which may lead to punitive  
               actions, as specified."  (Sen. Rules Com., Off. of  
               Sen. Floor Analyses, 3d reading analysis of Assem.  
               Bill No. 1436 (1997-1998 Reg. Sess.) as amended June  
               17, 1997, pp. 3-4, italics added.)  Relevant committee  
               reports express concern about the length of  
               disciplinary investigations and focus upon the need to  
               conclude those investigations in a timely fashion.   




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               (See, e.g., Sen. Com. on Public Safety, Rep. on Assem.  
               Bill No. 1436 (1997-1998 Reg. Sess.)  June 10, 1997,  
               p. 5 [" 'it is unfair to our peace officer[s] not to  
               investigate and bring charges or dismiss the action  
               within a reasonable time,' " and " '[o]ne year is the  
               agreed-upon time by both labor and management' "].)   
               There is no documented discussion of the specific  
               content of the notice to be provided to the officer  
               once the investigation is completed and discipline is  
               being contemplated.  Accordingly, in enacting section  
               3304(d), it is clear that the Legislature was focused  
               upon preventing a perceived lack of fairness caused by  
               a drawn-out investigatory process-and not with  
               requiring that officers receive notice of specific  
               intended discipline at that early stage of the  
               process.  (Mays v. City of Los Angeles, 43 Cal. 4th  
               313, 323-324 (2008).)

          WAS IT THE ORIGINAL INTENT OF THE LEGISLATURE THAT THE AGENCY BE  
          REQUIRED TO NOTIFY THE EMPLOYEE OF THE DISCIPLINARY ACTION IT  
          INTENDS TO TAKE BEFORE IT HOLDS A DISCIPLINARY HEARING?

          3.  Argument in Support  

          The California Association of Highway Patrolmen (CAHP) and the  
          Peace Officers Research Association of California (PORAC) state:

               Government Code Section 3304 (d) was placed into the  
               statute to protect officers from the management  
               practice of capriciously opening an investigation on  
               an officer, often times putting that officer on  
               administrative leave, and then dragging that  
               investigation out over a long period of time.  These  
               investigations would sometimes take years to complete.  
                It is extremely difficult when employees are put on  
               administrative leave for long periods of time.  Many  
               times, management has used this investigative tool as  
               discipline or punishment for an employee they did not  
               personally care for, knowing full well that eventually  
               when the case goes to court, the officer would likely  












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               be reinstated with full pay.  At that point, the  
               damage has been done.  

               On April 17, 2008, the California Supreme Court ruled  
               in Mays v. City of Los Angeles (43 Cal. 4th 313) that  
               the Court of Appeals erred in interpreting section  
               3304 (d), requiring notice of specific proposed  
               punishment, and that "although the agency is not  
               precluded from proposing specific discipline at that  
               time, it is not required by Section 3304 (d) to do  
               so."  This means that the original intent of GC 3304  
               (d), to limit the investigation and notice of proposed  
               discipline to one year, has been completely  
               misconstrued and, in effect, overturned.  The language  
               in this bill would simply clarify the original intent  
               and restore the protection of GC 3304 (d) that was in  
               effect prior to this case.  


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