BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 2521
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          ASSEMBLY THIRD READING
          AB 2521 (Torrico)
          As Amended May 28, 2010
          Majority vote 

           JUDICIARY           10-0        APPROPRIATIONS      12-5        
           
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          |Ayes:|Feuer, Tran, Brownley,    |Ayes:|Fuentes, Ammiano,         |
          |     |Evans, Hagman, Jones,     |     |Bradford,                 |
          |     |Knight, Swanson, Monning, |     |Charles Calderon, Coto,   |
          |     |Nava                      |     |Davis, Monning, Ruskin,   |
          |     |                          |     |Skinner, Solorio,         |
          |     |                          |     |Torlakson, Torrico        |
          |     |                          |     |                          |
          |-----+--------------------------+-----+--------------------------|
          |     |                          |Nays:|Conway, Harkey, Miller,   |
          |     |                          |     |Nielsen, Norby            |
          |     |                          |     |                          |
           ----------------------------------------------------------------- 
           SUMMARY  :  Requires the State Controller (Controller) to audit  
          the finances of the trial courts and the Administrative Office  
          of the Courts (AOC).  Specifically,  this bill  :

          1)Requires, the Controller, on or before December 15, 2012, to  
            perform a pilot audit of six trial courts.  Requires the  
            Controller to select the trial courts using specified  
            criteria.  Requires the audits to be performed in accordance  
            with generally accepted government auditing standards and must  
            include a review of revenues, expenditures and fund balances  
            of specified funds.  

          2)Requires, in addition to any other audits regularly conducted  
            by the Controller, the Controller, on or before December 15,  
            2013, and every four years thereafter, to audit each trial  
            court, in a manner the Controller deems appropriate and in  
            accordance with generally accepted government auditing  
            standards.  Requires the audit to include a review of  
            revenues, expenditures and fund balances of specified funds.  

          3)Requires the Controller to compile all the trial court audit  
            findings and report these results to the Legislature, the  
            Judicial Council and the Department of Finance as specified.    









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          4)Requires the Controller, beginning December 15, 2013, and  
            biennially thereafter, to perform an audit of the AOC in  
            accordance with generally accepted government auditing  
            standards, including a review of all funds under the  
            jurisdiction and control of the AOC and the Judicial Council  
            (JC).  Requires the AOC to reimburse the Controller for any  
            costs incurred by the audit.  

          5)Requires the Controller to provide a final copy of the AOC  
            audit to the Legislature, the Judicial Council and the  
            Department of Finance upon issuance.

          6)Allows the JC to inspect, review and perform comprehensive  
            oversight and analysis of all court financial records,  
            wherever they may be located, and investigate allegations of  
            financial impropriety or mismanagement.  Provides that this  
            authority shall not substitute for, or conflict with, the  
            authority of the Controller to conduct financial audits of the  
            trial courts.




           EXISTING LAW  :  

          1)Allows the JC to regulate the budget and fiscal management of  
            the trial courts.  Requires the JC, in consultation with the  
            Controller, to maintain appropriate regulations for  
            recordkeeping and accounting by the courts to ensure the  
            fiscal affairs of the court are managed efficiently,  
            effectively and responsibly; and all funds collected by the  
            courts and all revenues and expenditures of court operations  
            are known.  Allows JC to delegate this authority to the AOC.  

          2)Allows the Controller, at the request of the Legislature, to  
            perform financial and fiscal compliance audits of the reports  
            of court revenues and expenditures.  Requires the Controller  
            to report the results of these audits to the Legislature and  
            the JC.  

          3)Allows the JC, or its representative, to perform audits and  
            reviews of all court financial records.  









                                                                  AB 2521
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          4)Provides that all salaries and expenses incurred by the JC  
            shall be paid by funds appropriated for use by the JC.   
            Provides that the salary and expenses of the JC shall be  
            approved in a manner the JC directs and shall be audited by  
            the Controller, as provided.  

          5)Provides the JC with the ultimate responsibility to adopt a  
            budget and allocate funding for the trial courts to, among  
            other things, promote implementation of statewide policies and  
            promote immediate implementation of efficiencies in order to  
            guarantee equal access to the courts.  

          6)Requires the State Auditor to examine and report annually upon  
            the financial statements otherwise prepared by the executive  
            branch of the state so that the Legislature and the public  
            will be informed of the adequacy of those financial statements  
            in compliance with generally accepted accounting principles.  

           FISCAL EFFECT  :  According to the Assembly Appropriations  
          Committee, the SCO will incur first year costs of around  
          $700,000 for the pilot audits, ongoing costs of around $2.4  
          million for 20 audit staff and support positions and one-time  
          costs of $200,000 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  :  This bill, sponsored by the Service Employees  
          International Union (SEIU), seeks to establish regular,  
          independent audits of the trial courts and the AOC.  The author  
          writes that 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."

          Originally, trial courts were county entities.  Before state  
          funding was instituted, trial courts were required to seek  
          appropriations from both the board of supervisors in their  
          counties and the state.  Frequently, the state and the county  
          operated on different fiscal-year systems and used different  
          budgeting systems.  Courts usually had to compete for scarce  
          dollars, and the economic health of their particular communities  
          affected their success.  The Trial Court Realignment and  
          Efficiency Act of 1991 and later the Lockyer-Isenberg Trial  








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          Court Funding Act of 1997, AB 233 (Escutia/Pringle), Chapter  
          850, Statutes 1997, creates a more stable funding base for the  
          state's trial courts by requiring the state to assume the full  
          responsibility for funding the courts.  In transferring  
          responsibility for funding the courts from the counties to the  
          state, the Legislature recognized that such funding is necessary  
          to provide stable and adequate funding, uniform standards and  
          procedures, economies of scale, and structural efficiency.  It  
          also enhanced equal access to justice by removing disparities  
          resulting from the varying ability of individual counties to  
          meet the operating needs of the courts.

          As a result of the state budget crisis, all government entities  
          have been struggling to provide critical services in the wake of  
          reduced funding, and the courts are no exception.  To contend  
          with dramatic funding cuts, courts have reduced staff, reduced  
          service levels and even closed one day a month.  In the midst of  
          these dramatic and unprecedented reductions, it is more  
          important than ever to ensure that pertinent government  
          entities, affected employees and of course the public have  
          accurate financial information on which to base difficult budget  
          decisions.  

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

          In addition to these audits, the Bureau of State Audits also  
          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.  However, since  
          the courts are a comparatively small part of the overall state  
          budget, the courts make up only a very small part of the  
          Auditor's full statewide audit. 









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          The Controller also, at the request of the Legislature, may  
          perform financial and fiscal compliance audits of the reports of  
          court revenues and expenditures.  Currently, the Controller  
          audits the fees, fines and forfeitures collected by each trial  
          court on a four to five year cycle.  

          This bill seeks to increase accountability and transparency of  
          the judiciary by requiring the Controller to conduct regular  
          financial audits of all funds and accounts under the  
          jurisdiction and control of each of the trial courts and the  
          AOC.  
           

           Analysis Prepared by  :   Leora Gershenzon / JUD. / (916) 319-2334  


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