BILL ANALYSIS                                                                                                                                                                                                    



                                                                 AB 1245
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          Date of Hearing:  April 27, 2009

                           ASSEMBLY COMMITTEE ON JUDICIARY
                                  Mike Feuer, Chair
                    AB 1245 (Monning) - As Amended: April 13, 2009

                    PROPOSED CONSENT (As Proposed to be Amended)

           SUBJECT  :  Recovery of PUBLIC RECORDS

           KEY ISSUE  :  SHOULD A PROCEDURE BE ESTABLISHED TO ALLOW THE  
          RECOVERY OF GOVERNMENT RECORDS IN PRIVATE HANDS?   

          FISCAL EFFECT  :  As currently in print this bill is keyed fiscal.

                                      SYNOPSIS
          
          Public records document government actions and are a means for  
          the public to keep their government accountable.  However, in  
          some instances these records are finding their way into the  
          hands of private individuals and even into the marketplace.   
          This bill, sponsored by Secretary of State (SOS) Debra Bowen,  
          establishes a procedure to allow the Secretary of State to  
          recover government records in the hands of private individuals.   
          Specifically, the bill would authorize the SOS, where reasonable  
          grounds exist to believe that records belonging to the state or  
          a local agency are in the possession of a person or entity not  
          authorized to possess those records, to issue a written notice  
          demanding return of the records or demanding an explanation of  
          why the records do not belong to the state or a local agency.   
          If the person or entity fails to respond in a timely fashion,  
          the bill would authorize the SOS to request the Attorney General  
          (AG) to seek return of the records in court.  This  
          non-controversial bill unanimously passed out of the Assembly  
          Committee on Governmental Organization.  There is no known  
          opposition.  This bill is nearly identical to last year's AB  
          2595 (Laird) which passed out this Committee on consent and  
          passed off the Assembly floor twice (once on concurrence) with a  
          dissenting vote.  The Governor summarily vetoed that bill as one  
          of many that were vetoed due to the budget crisis and not  
          specifically due to the particular bill's contents. 

           SUMMARY  :  Establishes a procedure by which the SOS, in  
          consultation with California State Archivist, can recover  
          governmental records belonging to the state or a local agency  








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          that are found in possession of non-governmental entities or  
          persons.  Specifically,  this bill  : 

          1)Provides that whenever the SOS, in consultation with the State  
            Archivist, has reasonable grounds to believe that public  
            records belonging to the state or a local agency are in the  
            possession of a person or entity not authorized by law to  
            possess those records, the SOS may issue a written notice  
            demanding that person or entity, within 20 calendar days,  
            either return the records or respond in writing and declare  
            why the records do not belong to the state or agency.   
            Requires further that the notice be sent by certified or  
            registered mail with return receipt requested.

          2)Provides that if the person or entity fails to deliver the  
            described records, fails to respond to the notice within the  
            required time, or does not adequately demonstrate that the  
            records do not belong to the state or a local agency, the SOS  
            may ask the AG to petition the Superior Court in the county in  
            which the records are located for an order requiring the  
            return of those records. 

          3)Requires the court, after a hearing, and upon a finding that  
            the specified records are in the possession of a person or  
            entity not authorized by law to possess the records, to order  
            the records to be delivered to the State Archivist or other  
            government official designated by the court.

          4)Provides that the prevailing party may be awarded reasonable  
            attorney's fees and court costs. 

          5)Exempts any organization or institution having physical  
            custody of a record if the organization follows professional  
            practices recommended by the Society of American Archivists  
            (SAA) for the management, care, and preservation of historical  
            records, and makes those records accessible to the public to  
            the same extent that the public agency would be required to  
            make those records assessable. 

           EXISTING LAW  :

          1)     Provides that every officer having the custody of any  
            public record, as specified, filed or deposited in any public  
            office, or placed in his or her hands for any purpose, is  
            punishable by imprisonment in the state prison for 2, 3, or 4  








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            years if the officer willfully steals, removes, destroys,  
            mutilates, faces, alters or falsifies the record, or causes  
            another person to do so.  (Government Code Section 6200.   
            Unless otherwise specified, all further references are to that  
            code.)

          2)     Provides that every person, except as specified, who is  
            guilty of any of these acts is punishable by imprisonment in  
            the state prison or in a county jail for a period not  
            exceeding one year, or by a fine not exceeding $1,000, or  
            both.  (Section 6201.)

           COMMENTS  :  Public records document government actions and are a  
          means for the public to keep their government accountable.   
          Government must hold these records for the public and, in most  
          instances, make governmental records available for public  
          inspection.  However, in some instances these records are  
          finding their way into the hands of private individuals.   
          Moreover, on some occasions, these records are even finding  
          their way into the marketplace.  While the sale or trade of  
          private records may well be appropriate, the same cannot be said  
          for government records, which are created with public resources  
          and therefore belong to the public.  The absence of records may  
          deprive the public of access to important historical information  
          on the operation of government, as well as hinder accountability  
          efforts.  

          In 2004, the Council of State Archivists, SAA, and the National  
          Association of Government Archives and Records Administrators  
          issued a joint statement regarding the prevalence of historical  
          records for sale on online auction sites.  The joint statement  
          concisely summarizes the value of records and need for enhanced  
          protection as follows: "Historical records of government  
          agencies . . . represent the essential information by which all  
          citizens may understand the consequences of decisions made by  
          public agencies.  They allow the governed to hold those who  
          govern accountable. . . . Their disappearance into private hands  
          deprives the public of access to important historical details  
          concerning the development of property rights, taxation,  
          judicial actions, and community growth, as well as the enduring  
          impact of human beings upon their surrounding environments." 

          Existing law makes it a crime for a person to willfully steal,  
          remove, destroy, mutilate, deface, alter, or falsify a public  
          record.  California lacks a law that would allow governmental  








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          agencies to recover public records that have been removed from  
          public custody and does not address the downstream sale of these  
          documents.  In the absence of a law, there is a misconception  
          that once a public record is outside of public custody, it is no  
          longer a public record.  For example, on several occasions,  
          State Archives staff has discovered historic volumes or pages  
          from San Quentin or Folsom prison mug books or registers in  
          manuscript auction catalogs or on online auctions.  

          This non-controversial bill would establish a procedure by which  
          the SOS, on behalf of the CSA, could recover governmental  
          records in private hands.  Specifically, the bill would  
          authorize the SOS, where in consultation with the State  
          Archivist reasonable grounds exist to believe that records  
          belonging to the state or a local agency are in the possession  
          of a person or entity not authorized by law to possess those  
          records, to issue a written notice demanding return of the  
          records or an explanation why the records do not belong to the  
          state or a local agency.  If the person or entity fails to  
          respond in a timely manner, the bill would authorize the SOS to  
          request the AG to petition the superior court in the county in  
          which the records are located for an order requiring the return  
          of those records.

          This bill is largely modeled on an existing provision in Maine  
          law and is part of a national effort to ensure that states have  
          in place recovery statutes for governmental records.  

           Proposed Amendment  :  In order to ensure that notice is actually  
          received, the author has agreed to amend the bill to require  
          that the SOS send the notice and demand by certified or  
          registered mail, return receipt requested.

           REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           
          Debra Bowen, Secretary of State (sponsor)
          California Association of Museums
          California Historical Society
          California State Association of Archivists 

           Opposition 
           
          None on file








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           Analysis Prepared by  :  Thomas Clark / JUD. / (916) 319-2334