BILL ANALYSIS                                                                                                                                                                                                    



                                        
                       SENATE LOCAL GOVERNMENT COMMITTEE
                            Senator Dave Cox, Chair


          BILL NO:  AB 1666                    HEARING:  6/16/10
          AUTHOR:  Swanson                     FISCAL:  No
          VERSION:  6/9/10                     CONSULTANT:   
          Weinberger
          
                             WHISTLEBLOWER HOTLINES

                                    Background  

          An employer cannot retaliate against an employee for  
          disclosing, to a government or law enforcement agency,  
          information that the employee believes discloses violations  
          of state or federal statutes or regulations  (AB 2452,  
          Maxine Waters, 1984).  By shielding employees from negative  
          consequences, whistleblower protection is an incentive to  
          report wrongdoing.

          The California Whistleblower Protection Act authorizes the  
          State Auditor to receive complaints from state employees  
          and members of the public who want to report improper  
          governmental activity (SB 37, Maddy, 1993).  An "improper  
          governmental activity" is any action that violates the law,  
          is economically wasteful, or involves gross misconduct,  
          incompetency, or inefficiency.  The complaints received by  
          the State Auditor are confidential, and the identity of the  
          complainant may not be revealed without the permission of  
          the complainant, except to an appropriate law enforcement  
          agency conducting a criminal investigation.  If there is  
          reasonable cause to believe that a state employee or agency  
          has engaged in improper governmental activity, the State  
          Auditor must report the nature and details of the activity  
          to the head of the employing agency, or the appropriate  
          appointing authority.  The State Auditor must keep  
          investigations confidential, but may issue reports of  
          substantiated investigations, keeping confidential the  
          identity of all individuals involved.

          The Attorney General must maintain a statewide  
          whistleblower hotline to receive calls from the public with  
          information regarding possible violations of state or  
          federal statutes, rules, regulations, or violations of  
          fiduciary responsibility by a corporation or limited  
          liability company to the shareholders, investors, or  
          employees.  The Attorney General must refer calls to the  




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          appropriate government authority for further investigation.  
           During the initial review, the identities of the  
          whistleblower and the party being investigated are  
          confidential (SB 777, Escutia, 2003).

          In response to city auditors' concerns that state law  
          insufficiently protected whistleblowers who call local  
          hotlines, and individuals who are investigated as the  
          result of those calls, the Legislature imposed  
          confidentiality rules on local whistleblower hotline calls  
          and investigations (AB 2001, Swanson, 2008).  City  
          officials want to clarify some of the Swanson bill's  
          provisions.
                                   Proposed Law  

          I.   Fraud, waste, and abuse  .  Current law allows a city,  
          county, or city and county auditor or controller to  
          maintain a whistleblower hotline to receive calls from  
          people who have information regarding possible violations  
          by local government employees of state, federal, or local  
          statutes, rules, or regulations.  
          
          Assembly Bill 1666 instead authorizes a local whistleblower  
          hotline to receive calls from people who have information  
          regarding "fraud, waste, or abuse" by local government  
          employees.  AB 1666 defines "fraud, waste, or abuse" as any  
          activity by a local agency or employee that is undertaken  
          in the performance of the employee's official duties,  
          including activity outside the scope of his or her  
          employment, that:
                 Violates any local, state, or federal law or  
               regulation relating to corruption, malfeasance,  
               bribery, theft of government property, fraudulent  
               claims, fraud, coercion, conversion, malicious  
               prosecution, misuse of government property, or willful  
               omission to perform duty.
                 Is economically wasteful.
                 Involves gross misconduct.
          The bill specifies that the term "improper government  
          activity" has the same meaning as "fraud, waste, or abuse."

          II.   Confidentiality  .  Current law allows a local auditor  
          or controller to conduct an investigative audit after  
          receiving specific information that an employee or local  
          government has engaged in improper activity.  An  
          investigative audit must be kept confidential, except to  





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          issue any report of an investigation that has been  
          substantiated, or to release any findings resulting from a  
          conducted investigation that are necessary to serve the  
          public interest.  The identity of the individual or  
          individuals involved must be kept confidential.
          
          Assembly Bill 1666 specifies that the identity of the  
          individuals reporting the improper government activity, and  
          the subject employees, must be kept confidential  except  ,  
          that an auditor or controller can provide a copy of a  
          substantiated audit report that includes the identities of  
          the subject employees and other pertinent information  
          concerning the investigation to the appropriate appointing  
          authority for disciplinary purposes.  The substantiated  
          audit report, and subsequent investigatory materials or  
          information, and the disposition of any resulting  
          disciplinary proceedings are subject to the confidentiality  
          provisions of applicable local, state, and federal  
          statutes, rules, and regulations.

          AB 1666 also makes additional technical and conforming  
          amendments.





                                     Comments  

          1.   Fixing problems  .  In implementing the local  
          whistleblower hotline rules enacted by the 2008 Swanson  
          bill, San Diego city officials identified three problems  
          that AB 1666 fixes.  First, current law broadly allows  
          hotlines to collect information on possible violations of  
          state, federal, or local statutes, rules, or regulations.   
          By narrowing this language to "fraud, waste, and abuse," AB  
          1666 ensures that the local whistleblower process focuses  
          on those activities and not on personnel complaints that  
          are more appropriately handled by human resources  
          departments.  Second, the bill specifies that the  
          confidentiality rules do not prohibit an auditor or  
          controller from providing a substantiated audit report to  
          an appropriate authority for disciplinary purposes.  Third,  
          the bill clarifies that its confidentiality provisions do  
          not apply to complaints submitted to other city or county  
          agencies or hotlines.





          AB 1666 -- 6/9/10 -- Page 4




          2.   Almost the same  .  The rules that AB 1666 imposes on a  
          local auditors who release substantiated investigative  
          audit reports to appointing authorities for disciplinary  
          purposes are almost the same as the rules that apply to the  
          State Auditor.   However, the State Auditor must send a  
          copy of an audit report to an employee's appointing  
          authority or employing agency whenever there is reasonable  
          cause to believe the employee has engaged in an improper  
          governmental activity.  State law also requires that the  
          individual who receives a report from the State Auditor to  
          report back regularly regarding any action taken in  
          response to the improper governmental activity.  To mirror  
          the rules that apply to the State Auditor, the Committee  
          may wish to consider amending AB 1666 to require a local  
          auditor, with reasonable cause, to provide a copy of an  
          audit report to an employee's appointing authority or  
          employing agency and to require reports back to the auditor  
          regarding any disciplinary actions taken in response to  
          improper government activity.


                                 Assembly Actions  

          Assembly Local Government Committee:  9-0
          Assembly Floor:                    76-0
           

                        Support and Opposition  (6/10/10)

           Support  :  City of San Diego.

           Opposition  :  Unknown.