BILL ANALYSIS                                                                                                                                                                                                    



                                                                       



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          |SENATE RULES COMMITTEE            |                   SB 218|
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                              UNFINISHED BUSINESS


          Bill No:  SB 218
          Author:   Yee (D), et al
          Amended:  9/2/09
          Vote:     21

           
           SENATE JUDICIARY COMMITTEE  :  4-1, 5/12/09
          AYES:  Corbett, Harman, Florez, Leno
          NOES:  Walters

           SENATE FLOOR  :  35-1, 6/3/09
          AYES: Aanestad, Alquist, Ashburn, Benoit, Calderon,  
            Cogdill, Corbett, Cox, Denham, DeSaulnier, Dutton,  
            Florez, Hancock, Harman, Hollingsworth, Huff, Kehoe,  
            Leno, Lowenthal, Maldonado, Negrete McLeod, Oropeza,  
            Padilla, Pavley, Romero, Runner, Simitian, Steinberg,  
            Strickland, Walters, Wiggins, Wolk, Wright, Wyland, Yee
          NOES: Correa
          NO VOTE RECORDED: Cedillo, Ducheny, Liu 

           ASSEMBLY FLOOR  :  76-0, 9/3/09 - See last page for vote


           SUBJECT  :    Public records:  state agency:  auxiliary  
          organizations

           SOURCE  :     California Newspaper Publishers Association
                      California Faculty Association
                      American Federation of State, County, and  
          Municipal
                        Employees

           DIGEST  :    This bill includes in the California Public  
                                                           CONTINUED





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          Records Act (CPRA) auxiliary organizations of the  
          University of California (UC), the California State  
          University (CSU), and the California Community Colleges  
          (CCC), except as specified. Specifically


           Assembly Amendments  (1) change reference from "nonprofit  
          entities" to "auxiliary organizations," (2) clarifies  
          definition of "state agency," (3) add legislative intent  
          language, and (4) add coauthors.

           ANALYSIS  :    Existing law, the California Public Records  
          Act governs the disclosure of information collected and  
          maintained by public agencies. (Gov. Code Sec. 6250 et  
          seq.)  Generally, all public records are accessible to the  
          public upon request, unless the record requested is exempt  
          from public disclosure. (Sec. 6254.)  There are 30 general  
          categories of documents or information that are exempt from  
          disclosure, essentially due to the character of the  
          information, and unless it is shown that the public's  
          interest in disclosure outweighs the public's interest in  
          non-disclosure of the information, the exempt information  
          may be withheld by the public agency with custody of the  
          information.  

          Existing law provides that a person whose request for a  
          public record under the CPRA is denied may file an action  
          in superior court for an order requiring disclosure. (Sec.  
          6258.).  The test for a determination of whether a record  
          may be withheld from public access is whether the public's  
          interest in disclosure is outweighed by the public's  
          interest in withholding disclosure of the record. (Sec.  
          6255.)

          Existing law, Article 1, Section 3 of the California  
          Constitution declares the people's right to transparency in  
          government:  (...(b)(1) The people have the right of access  
          to information concerning the conduct of the people's  
          business, and therefore, the meetings of public bodies and  
          the writings of public officials and agencies shall be open  
          to public scrutiny...").

          Existing law defines state agency, for purposes of the  
          CPRA, to include every state officer, department, division,  







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          bureau, board, and commission or other state body or  
          agency, except for the Legislature and the Judiciary.  The  
          California State University, the University of California,  
          and the California Community Colleges are considered to be  
          state agencies for this purpose. (Sec. 6252.)

          Existing law authorizes the University of California, the  
          California State University, and the California Community  
          Colleges to form auxiliary organizations for the various  
          purposes related to their educational mission. (Ed. Code  
          Secs. 72670.5, 89900 et seq.)

          Existing case law holds that a non-governmental  
          association, which was a nonprofit auxiliary corporation  
          affiliated with a state university, and which operated a  
          multi-purpose arena being built on campus was not a "state  
          agency" for purposes of the CPRA, and thus could not be  
          compelled under the CPRA to disclose requested information.  
           (  California State University, Fresno Assn., Inc. v.  
          Superior Court  (2001) 90 Cal.App.4th 810.)

          This bill:  

           1.   Expands the definition of "state agency" for purposes  
               of CPRA to include UC, CSU, and CCC Board of  
               Governor's auxiliary organizations and expands the  
               definition of "local agency" for purposes of CPRA to  
               include CCC district auxiliary organizations to  
               include the following: 

               A.     Student auxiliaries, as specified. 

               B.     Any entity whose governing instrument provides  
                 in substance both of the following: 

                  (1)             Its purpose is to promote or assist  
                    the higher education institution or to receive  
                    gifts, property, and funds to be used for the  
                    benefit of the higher education institution or  
                    any person or organization having an official  
                    relationship therewith; and, 

                  (2)             Any of its directors, governors, or  
                    trustees are either appointed or nominated by, or  







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                    subject to, approval of the governing board of  
                    the higher education institution, an official of  
                    the institution, or selected ex officio, from the  
                    membership of the student body, faculty,  
                    government board, or administrative staff of the  
                    institution. 

                  (3)             Any entity that, exclusive of the  
                    foregoing subdivision of this section, is  
                    designated as an auxiliary organization by the  
                    higher education institution's governing body. 

           2.   Defines UC auxiliaries, comparable to existing  
               statutory definitions for CSU and CCC auxiliaries, as  
               follows: 

               A.     An entity in which a UC official participates  
                 as a director as part of his or her official duties.  


               B.     An entity that operates a commercial service  
                 for the benefit of a UC campus on a UC campus or  
                 other UC property. 

               C.     An entity whose governing instrument provides  
                 in substance both of the following: 

                  (1)             That its purpose is to promote or  
                    assist any UC campus or to receive gifts,  
                    property, and funds to be used for the benefit of  
                    that campus or any person or organization having  
                    an official relationship therewith; and, 

                  (2)             That any of its directors,  
                    governors, or trustees are either appointed or  
                    nominated by, or subject to, the approval of an  
                    official of any UC campus, or serve, exofficio,  
                    from the membership of the student body or the  
                    faculty or the administrative staff of a campus. 

               D.     Any entity whose governing instrument provides  
                 in substance both of the following: 

                  (1)             That its purpose is to promote or  







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                    assist the UC Board of Regents (Regents), or to  
                    receive gifts, property, and funds to be used for  
                    the benefit of the UC Regents, or any person or  
                    organization having an official relationship  
                    therewith; and, 

                  (2)             That any of its directors,  
                    governors, or trustees are either appointed or  
                    nominated by, or subject to, the approval of the  
                    UC Regents or a UC official, or serve, ex  
                    officio, from the membership of the UC Regents or  
                    the UC administrative staff. 

               E.     An entity that is designated by the UC Regents  
                 as a UC auxiliary organization. 

           3.   Stipulates that nothing in this bill shall be  
               construed to require disclosure of the names of  
               individuals who donate to an entity, as specified, or  
               to a nonprofit entity, as specified, if those  
               individuals request anonymity. This exemption does not  
               apply if a donor, in a quid pro quo arrangement,  
               receives anything that has more than a nominal value  
               in exchange for the donation. 

           4.   Stipulates that auxiliaries are not required to  
               disclose trade secrets or other records specifically  
               exempted or prohibited from disclosure by state and  
               federal law, as specified. 

           5.   Expresses the Legislature's intent to reject the  
               court's interpretation of state law regarding the  
               application of CPRA to auxiliary bodies such as those  
               described in California State University, Fresno  
               Assn., Inc. v. Superior Court (2001) 90 Cal.App.4th  
               810 (CSU Fresno v. Superior Court). 

           6.   States legislative intent that auxiliaries defined in  
               this bill are a "state agency" solely for the purposes  
               of CPRA.

           Background
           
          Auxiliary organizations are formed to further the  







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          educational missions of their institution.  Examples  
          include alumni groups, student associations, faculty  
          organizations, and groups that bear the name of the  
          particular college or university or campus.  These groups  
          operate as nonprofit public benefit corporations chartered  
          under the California Nonprofit Public Benefit Corporation  
          Law and must meet certain standards of operation such as:   
          1) auditing and financial reporting procedures with  
          oversight by a certified public accountant; 2) expenditures  
          that are in accordance with policies delineated by the  
          governing body; 3) meetings of boards and committees that  
          are open to the public; and, 4) conformity of operational  
          procedures with regulations established by the governing  
          body. 

          In the late 1990s, CSU Fresno built a multipurpose arena on  
          its campus funded primarily by private donations and  
          operated by the CSU Fresno Association, a nonprofit  
          corporation that operates all of the campus's commercial  
          enterprises, including the bookstore, food services,  
          housing, and the student union.  In exchange for gifts to  
          the campus's foundation (a separate nonprofit corporation),  
          some donors obtained luxury suites in the arena for a  
          specified number of years pursuant to licensing agreements  
          between the donors and the CSU Fresno Association.  The  
          Fresno Bee made a CPRA request for the licensing agreements  
          and other documents in an attempt to learn the identity of  
          the donors and investigate whether the donors received  
          favorable treatment from any of the entities involved. The  
          CSU Fresno Association and the campus foundation denied the  
          request for information, claiming that they were not state  
          agencies as defined in CPRA and, therefore, not subject to  
          its disclosure requirements.  The Fresno Bee filed a  
          superior court action to compel disclosure, and the trial  
          court ordered disclosure.  The appellate court reversed the  
          trial court's decision (  CSU Fresno v. Superior Court  ),  
          concluding that CPRA was not written broadly enough to  
          include either entity in the definition.

           FISCAL EFFECT  :    Appropriation:  No   Fiscal Com.:  No    
          Local:  No

           SUPPORT  :   (Verified  6/1/09)








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          California Newspaper Publishers Association (co-source) 
          California Faculty Association (co-source) 
          American Federation of State, County, and Municipal  
          Employees (co-source) 
          Associated Students, UC Davis
          California Nurses Association 
          California Taxpayers Association 
          California Teachers Association 
          Californians Aware
          EDITORIAL - Long Beach State Univ. - Daily 49er
          EDITORIAL - Los Angeles Times
          EDITORIAL - Modesto Bee
          EDITORIAL - Riverside Press Enterprise
          EDITORIAL - Santa Rosa Press Democrat
          EDITORIAL - Chico State University - The Orion
          EDITORIAL - Sacramento Bee
          EDITORIAL - Santa Cruz Sentinel
          EDITORIAL - UCLA Daily Bruin
          Service Employees International Union State Council
          Sonoma County Supervisor Shirley Zane
          State Employees' Trade Council 
          Student Senate for California Community Colleges
          University of California Students Association 

           OPPOSITION  :    (Verified  6/1/09)

          California State University
          University of California
          California Community Colleges
          Foundation for California Community Colleges
          The University Corporation - CSU Northridge
          San Francisco Chamber of Commerce
          Valley Industry and Commerce Association

           ARGUMENTS IN SUPPORT  :    According to the author's office,  
          "SB 218 strengthens the legislature's long and rich  
          tradition of protecting the public's fundamental right of  
          access to information concerning the conduct of the  
          people's business by ensuring that documents and other  
          information used by public officials is open to public  
          scrutiny."

           ARGUMENTS IN OPPOSITION  :    The California State University  
          Chancellor's Office contends that in general, this bill  







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          would subject auxiliary organizations "to unnecessary,  
          time-consuming and costly efforts to respond to PRA  
          requests; requests that would not result in better service  
          to students and the state.  Instead, SB 218 will require  
          staff of these self-supporting entities to redirect their  
          attention from their core mission for the university,  
          students and faculty to preparing responses to PRA  
          requests.  Under the law we can only charge for the copying  
          costs for PRA requests; there is no remedy for the loss of  
          staff time diverted from their real job or the impact on  
          the programs and services supported by the auxiliary."  


           ASSEMBLY FLOOR  :  
          AYES: Adams, Ammiano, Anderson, Beall, Bill Berryhill, Tom  
            Berryhill, Blakeslee, Block, Blumenfield, Brownley,  
            Buchanan, Caballero, Charles Calderon, Carter, Chesbro,  
            Conway, Cook, Coto, De La Torre, De Leon, Duvall,  
            Emmerson, Eng, Evans, Feuer, Fletcher, Fong, Fuentes,  
            Fuller, Furutani, Gaines, Galgiani, Garrick, Gilmore,  
            Hagman, Hall, Harkey, Hayashi, Hernandez, Hill, Huber,  
            Huffman, Jeffries, Jones, Knight, Krekorian, Lieu, Logue,  
            Bonnie Lowenthal, Ma, Mendoza, Miller, Monning, Nava,  
            Nestande, Niello, Nielsen, John A. Perez, V. Manuel  
            Perez, Portantino, Ruskin, Salas, Saldana, Silva,  
            Skinner, Smyth, Solorio, Audra Strickland, Swanson,  
            Torlakson, Torres, Torrico, Tran, Villines, Yamada, Bass
          NO VOTE RECORDED: Arambula, Davis, DeVore 


          RJG:nl  9/4/09   Senate Floor Analyses 

                         SUPPORT/OPPOSITION:  SEE ABOVE

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