BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 1245
                                                                  Page  1

          CONCURRENCE IN SENATE AMENDMENTS
          AB 1245 (Monning)
          As Amended  June 30, 2009
          Majority vote
           
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          |ASSEMBLY:  |77-0 |(May 21, 2009)  |SENATE: |34-3 |(August 27,    |
          |           |     |                |        |     |2009)          |
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           Original Committee Reference:   G.O.  

           SUMMARY  :  Establishes a procedure by which the Secretary of  
          State (SOS), on behalf of the California State Archives (CSA),  
          could recover governmental records, belonging to the state or a  
          local agency that are found in possession of non-governmental  
          entities or persons.   Specifically,  this bill  :  

          1)Provides whenever the SOS, in consultation with the CSA, has  
            reasonable grounds to believe that a record belonging to the  
            state or a local agency is in the possession of a person,  
            organization, or institution not authorized by law to possess  
            those records, the SOS may issue a written notice demanding  
            that person, organization, or institution to do either of the  
            following within 20 calendar days of receiving the notice: (1)  
            Return the record to the appropriate state or local agency.   
            (2) Respond in writing and declare why the record does not  
            belong to the state or a local agency.
           
          2)Provides the notice and demand issued shall identify the  
            record claimed to belong to the state or local agency with  
            reasonable specificity, and shall state that the SOS is  
            authorized to take legal action to recover the record if the  
            person, organization, or institution fails to respond in  
            writing within the required time or does not adequately  
            demonstrate that the record does not belong to the state or a  
            local agency.

          3)Provides if a person, organization, or institution that  
            receives a written notice and demand from the SOS and does not  
            act on the request, as defined, the SOS may ask the Attorney  
            General (AG) to petition the superior court in the county in  
            which the records are located for an order requiring the  
            return of the record.









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          4)Authorizes a local agency to request the SOS to act on its  
            behalf under these circumstances and set forth the criteria  
            pursuant to which the local agency could undertake these  
            procedures on its own behalf.

          5)States if a person, organization, or institution that receives  
            a written notice and demand from a local agency, and no action  
            is taken, the local agency may request the county district  
            attorney or, where applicable, the city attorney, to petition  
            the superior court in the county in which the record is  
            located for an order requiring the return of the record.

          6)Provides after a hearing, and upon a finding that a specified  
            record is in the possession of a person, organization, or  
            institution not authorized by law to possess the record, the  
            court shall order the record to be delivered to the local  
            agency or a government official designated by the court, as  
            specified.

          7)Require the secretary or a local agency to issue a copy or  
            digital image of the record, when a record is returned and the  
            person, organization, or institution returning that record  
            makes that request. 

          8)Exempts an organization or institution that complies with  
            professional practices recommended by the Society of American  
            Archivists for the management, care, and preservation of  
            historical records and that makes records in its possession  
            available for inspection in accordance with disclosure  
            requirements applicable to public agencies.

          9)Provides the court may award reasonable attorney's fees and  
            costs to the prevailing party.

           The Senate amendments  :

          1)Require the secretary or a local agency to issue a copy or  
            digital image of the record, when a record is returned and the  
            person, organization, or institution returning that record  
            makes that request. 

          2)Delete requirement that if the AG recovers a record, as  
            described, the court may award attorney's fees and court  
            costs.









                                                                  AB 1245
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           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 years if  
            the officer willfully steals, removes, destroys, mutilates,  
            faces, alters or falsifies the record, or causes another  
            person to do so. 

          2)Provides that every person not an officer 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.

           AS PASSED BY THE ASSEMBLY  , this bill established a process by  
          which the SOS, on behalf of the State Archivist, can recover  
          governmental records belonging to the state or a local agency  
          that are found in the possession of non-governmental agencies or  
          persons.

           FISCAL EFFECT  :   According to the Senate Appropriations  
          Committee, pursuant to Senate Rule 28.8, negligible state costs.

           COMMENTS  :   

          Public records provide evidence of 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 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 all Californians rather than individuals.   
          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  








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          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, found in Government Code, establishes that it is a  
          crime for a person to willfully steal, remove, destroy,  
          mutilate, deface, alter, or falsify a public record.  This state  
          lacks a law that would allow governmental 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 within society that  
          suggests that once a public record is outside of public custody,  
          it is no longer a public record.  

           Purpose of the bill  .  According to the author, in the absence of  
          a law that allows governmental agencies to recover public  
          records that have been removed from public custody and that  
          addresses the downstream sale of these documents, there is a  
          prevalent misconception in society that once a public record is  
          outside of public custody, it is no longer a public record.  For  
          example, the State Archives staff on several occasions  
          discovered historic volumes or pages from San Quentin or Folsom  
          Prison on mug books or registers in manuscript auction catalogs  
          or online auctions.

          Thus, in response to the growing sales of public records,  
          whether they are in lawful or unlawful custody of private  
          individuals or entities, the Council of State Archivists, the  
          Society of American Archivists, and the National Association of  
          Government Archives and Records Administrators issued a joint  
          statement on the sale of public records and established a page  
          on its Web site regarding the sale of public records.  The  
          archivist groups have also launched an effort to ensure that  
          states have in place recovery statutes for governmental records.  
           This bill is patterned after the Maine recovery statute.   
          Several other states have adopted similar recovery statutes.









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          This bill is similar to AB 2595 (Laird) of 2008 which was vetoed  
          by the Governor due to the 2008-2009 State Budget delay.  In his  
          veto message of AB 2595, the Governor stated, "The historic  
          delay in passing the 2008-2009 State Budget has forced me to  
          prioritize the bills sent to my desk at the end of the year's  
          legislative session.  Given the delay, I am only signing bills  
          that are the highest priority for California.  This bill does  
          not meet that standard and I cannot sign it at this time."

           
          Analysis Prepared by  :    Eric Johnson / G. O. / (916) 319-2531 


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