BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 2521
                                                                  Page  1

          Date of Hearing:   May 19, 2010

                        ASSEMBLY COMMITTEE ON APPROPRIATIONS
                                Felipe Fuentes, Chair

                   AB 2521 (Torrico) - As Amended:  April 26, 2010 

          Policy Committee:                               
          JudiciaryVote:10-0

          Urgency:     No                   State Mandated Local Program:  
          No     Reimbursable:               

           SUMMARY  

          This bill requires the State Controller's Office (SCO) to  
          perform annual audits of the Administrative Office of the Courts  
          (AOC) and the trial courts. Specifically, this bill:

             1)   Requires the SCO, by December 15, 2012 and annually  
               thereafter, to audit each trial court, to include a review  
               of all funds and accounts under the jurisdiction and  
               control of each trial court. These audits are to be in  
               addition to any audit regularly conducted by the  
               Controller.

             2)   Requires the SCO, by February 1, 2012 and annually  
               thereafter, to audit, as in (1), the AOC.

             3)   Requires the SCO to:

             a)   Report the results of all audits to the Legislature, the  
               Judicial Council, and the Department of Finance (DOF) by  
               April 1 of each year.

             b)   Develop, in consultation with the Judicial Council and  
               the trial courts, an audit template and guide to  
               standardize the trial court audits.

             4)   Stipulates that any costs incurred by the SCO for the  
               audits will be reimbursed by the local trial courts and by  
               the AOC, respectively.

           FISCAL EFFECT  









                                                                  AB 2521
                                                                  Page  2

          The SCO will incur ongoing costs of around $7.8 million for 57  
          audit staff and support positions and one-time costs of $600,000  
          for equipment and furnishings. These costs will be reimbursed  
          from the Trial Court Trust Fund (TCTF). (About one-half of TCTF  
          resources come from the General Fund.)

           COMMENTS  

              1)   Purpose  . This bill, sponsored by the Service Employees  
               International Union (SEIU) requires regular, independent  
               audits of the trial courts and the AOC. The author  
               maintains this bill is necessary to "increase good  
               government transparency and independent oversight of  
               taxpayer funds which support the judiciary. . . . In this  
               time of severe cutback, maximum transparency is paramount  
               to maintain the public's trust in government services."

              2)   Current Auditing of the Courts  .  Existing law authorizes  
               the AOC to audit the trial courts. According to the  
               Judicial Council, the AOC currently performs a  
               comprehensive audit of all trial courts every four years.  
               The Council indicates that these audits are more in-depth  
               than the financial audits contemplated by this bill,  
               testing financial components at a highly detailed level and  
               reviewing each court's compliance with rules and standards.  
               These audits are labor intensive and can take months to  
               complete, but the Council believes they are important to  
               the fiscal and operational integrity of the courts.

            The Bureau of State Audits does an annual financial audit of  
            all state entities, including the courts. This audit includes  
            a review of financial statements, internal controls over  
            financial reporting and compliance with federal program  
            requirements. The Controller, at the request of the  
            Legislature, may perform financial and fiscal compliance  
            audits of the reports of court revenues and expenditures. The  
            Controller currently audits the fees, fines and forfeitures  
            collected by each trial court on a four to five year cycle. 

            Finally, the Judicial Council indicates that it is currently  
            seeking to enter into an agreement with the DOF Office of  
            State Audits to perform periodic audits of the AOC. These  
            audits reportedly would include reviewing (1) the reliability  
            and integrity of financial and operating information; (2) the  
            systems established to ensure compliance with laws and  








                                                                  AB 2521
                                                                  Page  3

            regulations; (3) the safeguarding of assets; and (4) the  
            economy and efficiency with which resources are acquired,  
            protected and employed. It is anticipated that this audit  
            would be quite similar to the Controller audit of the AOC  
            proposed by this bill.

              3)   Judicial Council Concerns  . While not opposed to the  
               policy objectives of AB 2521, the Council opposes the bill  
               unless it is adequately funded and believes there is a lack  
               of clarity regarding the scope of the audits.  

            According to the Council, "To the extent these audits would  
            involve extensive fieldwork or other audit work resulting in  
            State Controller spending weeks or months at each trial court  
            or significantly impacting staff time, the Judicial Council  
            believes annual audits to be excessive and unduly burdensome.  
            The workload on trial court staff simply to assist in the  
            audit could be significant, diverting court staff from other  
            work and functions they need to perform. At a time with  
            unparalleled vacancy rates and staff doing more with less,  
            significant additional workload would be untenable."

           Analysis Prepared by  :    Chuck Nicol / APPR. / (916) 319-2081