BILL ANALYSIS                                                                                                                                                                                                    



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          Date of Hearing:  March 23, 2010

                           ASSEMBLY COMMITTEE ON JUDICIARY
                                  Mike Feuer, Chair
                     AB 1926 (Evans) - As Amended: March 18, 2010
           
          SUBJECT  :  Court Records: Preservation Guidelines

           KEY ISSUE  :  Should Courts be authorized to create, maintain, and  
          preserve court records in electronic form in order to avoid  
          unnecessary storage costs associated with paper records, so long  
          as electronic records are created and maintained in a way that  
          preserves the accuracy, integrity, and accessibility of the  
          records?

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


                                      SYNOPSIS 

          Sponsored by the Judicial Council of California, this bill seeks  
          to bring California's nineteenth century system of court record  
          preservation into the twenty-first century.  Under existing  
          statutes that require courts to preserve paper records,  
          California devotes nearly two million linear feet to storing  
          court records, many of which must be stored at off-site  
          facilities.  With existing technology, however, the courts could  
          create and maintain less costly and more efficient electronic  
          versions of paper records.  Although courts are now permitted to  
           maintain  electronic records (e.g. those that may be submitted  
          electronically) under existing law, they do not have any  
          authority to  create  official electronic records from the paper  
          records.  This bill will give the court that authority, as well  
          as require the Judicial Council to develop standards that will  
          protect the accuracy, integrity, and accessibility of the  
          electronic records.  As explained in the analysis, requiring  
          courts to maintain and preserve all paper records creates  
          substantial storage and retrieval costs for the courts - an  
          important consideration given the serious budget challenges that  
          our courts are now facing.  As most recently amended, this bill  
          clarifies that the standards to be developed by the Judicial  
          Council will ensure that electronic records will be subject to  
          the same statutory preservation periods and access rules that  
          currently govern paper records.  The analysis suggests one minor  
          clarifying amendment.  There is no registered opposition to this  








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          non-controversial bill. 

           SUMMARY  :  Authorizes courts to create and maintain records in  
          electronic form and requires the Judicial Council to adopt rules  
          to govern the creation, maintenance, reproduction, and  
          preservation of these electronic court records.  Specifically,  
           this bill  :  

          1)Expands the authority of the courts to create, maintain, and  
            preserve in any form or forms, including paper, optical,  
            electronic, magnetic, micrographic, or photographic media or  
            other technology, so long as this is done according to  
            standards that ensure the accuracy, integrity, and  
            accessibility of the records. 

          2)Requires the Judicial Council to adopt rules to establish  
            standards and guidelines for the creation, maintenance,  
            production, or preservation of court records and specifies  
            that such standards and guidelines must ensure that court  
            records are created and maintained in a manner that ensures  
            accuracy and preserves the integrity of the records.   
            Specifies, also, that standards and guidelines shall ensure  
            that records are stored and preserved in a manner that will  
            protect against loss and ensure preservation for the required  
            statutory period, including records that must be preserved  
            permanently. 

          3)Specifies that records created pursuant to this bill shall be  
            disposable by the same procedure governing disposal of  
            existing records. 

          4)Requires each court to conduct periodic review of the media in  
            which court records are stored to ensure that storage medium  
            is not obsolete and that current technology is capable of  
            accessing and reproducing the records.

          5)Specifies that electronic court records shall be accessible to  
            the public and viewable at the court in the same manner as  
            would be the case if they were stored and maintained as paper  
            records. 

          6)Redefines the definition of "retain permanently" so as to  
            permit the destruction of paper records so long as electronic  
            versions of those records are created and maintained  
            permanently according to prescribed standards and guidelines. 








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           EXISTING LAW  :

          1)Permits trial court records to be preserved in any form of  
            communication or representation according to minimum standards  
            or guidelines for preservation and reproduction of the medium  
            adopted by the American National Standards Institute or the  
            Association for Information and Image Management.  Specifies  
            that no additions, deletions, or changes shall be made to the  
            content of the records and generally sets forth the manner in  
            which records shall be preserved, reproduced, or maintained.   
            (Government Code Section 68150.)

          2)Prescribes the manner by which court records may be destroyed  
            after proper notice and of the passing the prescribed  
            statutory retention period.  (Government Code Sections 68152  
            and 68513.) 

           COMMENTS  :  According to the author and sponsor, this measure  
          will save the courts considerable time and expense by permitting  
          the courts to create and maintain electronic court records in  
          lieu of paper records.  The Judicial Council, the bill's  
          sponsor, notes that under existing law, courts must maintain  
          records in paper for the duration of statutory retention periods  
          and sometimes permanently.  The result is that California must  
          devote nearly two million linear feet of storage space to courts  
          records.  Because many courthouses lack sufficient space, many  
          records must be maintained at off-site storage facilities.  In  
          addition to storage costs, keeping records at off-site storage  
          facilities also means staff must sometimes travel considerable  
          distances - on average 15 miles - to retrieve the paper records.  
           Electronic records, on the other, would obviate both the need  
          for physical storage space and make it easier for staff to  
          access these records almost instantly, instead of driving to  
          off-site facilities.  According to the author, total costs  
          associated with records management in 2005-2006 was $21.8  
          million, with annual storage costs totaling $1.8 million.   
          Permitting the courts to create, maintain, and preserve records  
          in electronic form, the author and sponsor contend, will result  
          in significant long-terms savings.

           Existing Law  :  Although existing law permits courts to maintain  
          both electronic and paper records, it nonetheless has a  
          statutory obligation to preserve those records in their original  
          form for a prescribed statutory period.  The length of the  








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          retention period varies according to the nature of the records.   
          For example, records pertaining to eminent domain actions,  
          adoption, paternity, capital felonies, and change-of-name must  
          be retained permanently, and may never be destroyed or  
          transferred.  Records of family law cases must generally be  
          retained for thirty years, while the records of most other civil  
          actions or proceedings must be maintained for ten years unless  
          otherwise specified.  While in some cases existing law permits  
          the court to  maintain  such records in electronic forms if the  
          records were submitted in electronic form, it does not permit  
          the courts to  create  electronic versions of existing paper  
          records that can serve as the official record.  As such, courts  
          may not take full advantage of cost and time efficiencies that  
          new technologies offer.  

          This bill would change existing law by authorizing the courts to  
          create electronic records from existing paper records, and then  
          require the courts to maintain and preserve those electronic  
          records in accordance with standards to be established by the  
          Judicial Council.  In addition, this bill requires the Judicial  
          Council to adopt rules to establish the standards and guidelines  
          for the creation, maintenance, reproduction, or preservation of  
          courts records, including records which must be maintained  
          permanently.  The standards and guidelines adopted by the  
          Judicial Council will replace those of the American National  
          Standards Institute and the Association for Information and  
          Image Management, which presently provide standards and  
          guidelines that courts must follow for record preservation.  
          Recent amendments set out minimum requirements for these  
          standards (page 2 lines 18-29 of the bill in print), and it is  
          the author's intent that the new standards established by the  
          Judicial Council will be consistent with the standards and  
          guidelines adopted by the American National Standards Institute  
          or the Association for Information and Images Management

          In response to concerns about access to electronic records, the  
          recent amendments to this bill clarify that the created  
          electronic records will be subject to same access rights and  
          restrictions as would be the case if the records were maintained  
          in paper form.  

           Suggested Clarifying Amendment.   This bill simultaneously  
          authorizes the courts to create new electronic records according  
          to Judicial Council standards at the same time that it requires  
          the Judicial Council to establish and adopt those very  








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          standards.  As such, subdivision (a) in the proposed bill states  
          that courts shall comply with "requirements" in subdivision (c),  
          but subdivision (c) does not in fact set forth any  
          "requirements" - it simply directs the Judicial Council to adopt  
          rules that will establish certain standards and guidelines.  In  
          short, the bill authorizes the courts to use standards that may  
          or may not exist at the time that the bill becomes effective.   
          To clarify courts may continue maintaining and preserving  
          records under existing statutory standards and authority until  
          the new Rules are adopted,  the Committee recommends that the  
          author take the following amendment in this Committee:

            -  On page 2 line 7-8 of the bill in print delete "the  
             requirements provided in subdivision (c)." and insert:

          "the rules adopted by the Judicial Council pursuant to  
          subdivision (c), once such rules have been adopted.  Until such  
          rules are adopted, the courts may continue to create, maintain,  
          and preserve records according to the minimum standards or  
          guidelines for the preservation and reproduction of the medium  
          adopted by the American National Standards Institute or the  
          Association for Information Management ."
           
           ARGUMENTS IN SUPPORT  :  The Judicial Council contends that "the  
          current statute governing the storage and maintenance of trial  
          court records is technologically out-of-date, with the result  
          that courts cannot utilize any electronic storage technology and  
          instead maintain court records in paper form."  The Judicial  
          Council cites a 2007 survey showing that California devotes  
          1,854,992 linear feet of storage space spread out of 276  
          locations, including not only courthouse basements but off-site  
          storage facilities.  The Judicial Council notes that the only  
          other media approved for in current law is microfilm, a  
          technology which is antiquated and no longer serviceable by  
          commercial vendors.  According to the sponsor, this bill will  
          "enable courts to modernize the methods of creating,  
          maintaining, and preserving records."  The Judicial Council  
          contends that this bill will result in significant long-terms  
          savings, because paper forms are much more expensive to create,  
          maintain, and preserve.  In addition to the cost savings, the  
          Judicial Council claims electronic records can be made available  
          remotely, thereby allowing court users greater convenience in  
          accessing records.  Finally, the Judicial Council claims that  
          electronic records are less susceptible to loss because they can  
          be stored in multiple locations.  In short, the Judicial Council  








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          concludes: "Electronic court records management offers trail  
          courts myriad benefits which will reduce costs, eliminate the  
          unnecessary use of paper, improve access to court records, and  
          sure that court records can be safely and efficiently  
          preserved."

           REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           
          Judicial Council of California (sponsor)

           Opposition 
           
          None on file 
           
          Analysis Prepared by  :  Thomas Clark / JUD. / (916) 319-2334