BILL ANALYSIS                                                                                                                                                                                                    







                      SENATE COMMITTEE ON PUBLIC SAFETY
                             Senator Mark Leno, Chair                S
                             2009-2010 Regular Session               B

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          SB 325 (Alquist)                                            
          As Introduced February 25, 2009 
          Hearing date:  April 21, 2009
          Penal and Welfare and Institutions Codes
          AA:mc

                                    SEX OFFENDERS:

                                  RISK ASSESSMENTS  


                                       HISTORY

          Source:  SARATSO Review Committee

          Prior Legislation: SB 1253 (Alquist) - 2008, vetoed
                       SB 1128 (Alquist) - Ch. 337, Stats. 2006

          Support: Los Angeles District Attorney's Office; Chief Probation  
          Officers of California;                                Crime  
          Victims United of California; Peace Officers Research  
          Association of California (PORAC)

          Opposition:None known
           

                                        KEY ISSUES
           
          SHOULD SPECIFIED, LARGELY TECHNICAL AND OPERATIONAL CHANGES BE MADE  
          TO THE "STATE-AUTHORIZED RISK ASSESSMENT TOOL FOR SEX OFFENDERS"  
          ("SARATSO") REVIEW AND TRAINING COMMITTEES?

          SHOULD AN EXPLICIT PROCESS FOR RISK ASSESSING REGISTERED SEX  




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          OFFENDERS WHO PREVIOUSLY HAVE NOT BEEN ASSESSED BE ESTABLISHED?

          SHOULD AN APPROPRIATE SARATSO INSTRUMENT BE APPLIED TO JUVENILE SEX  
          OFFENDERS RECOMMENDED FOR COMMITMENT TO THE DIVISION OF JUVENILE  
          JUSTICE?


                                       PURPOSE


          The purpose of this bill is to make the following revisions to  
          the state-authorized sex offender risk assessment ("SARATSO")  
          laws: 1) provide for individuated reviews where a SARATSO  
          scoring agency believes an individual score is too high or too  
          low, as specified; 2) clarify that sex offender parolees are to  
          be assessed only if they have not been assessed previously, as  
          specified; 3)  require the Department of Mental Health ("DMH")  
          to record in a database risk assessment scores, including any  
          submitted by a probation officer, as specified; 4) require that  
          beginning on January 1, 2010, California Department of  
          Corrections and Rehabilitation ("CDCR") and DMH send assessment  
          scores to the Department of Justice ("DOJ") Sex Offender  
          Tracking Program within 30 days of the assessment, and that the  
          risk assessment score of an offender be made part of his or her  
          file maintained by the DOJ Sex Offender Tracking Program as soon  
          as possible without financial impact, but no later than January  
          1, 2012; 5) establish a process for risk assessing registered  
          sex offenders who previously have not been assessed, as  
          specified; 6) broaden the definition of sex offenders eligible  
          for risk assessment, as specified; 7) provide immunity for  
          persons who perform authorized risk assessments in good faith,  
          as specified; 8) expand the existing records access by the  
          SARATSO Review Committee to experts it retains, as specified; 9)  
          clarify that probation reports include SARATSO results for  
          persons recommended for sex offender registration by a probation  
          officer, as specified; and 10) authorize the use of an  
          appropriate SARATSO instrument for juvenile sex offenders where  
          probation recommends commitment to the Division of Juvenile  
          Justice, as specified.





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           Background:  The "SARATSO" Review Committee
           
           Current law  generally authorizes the use of a "State-Authorized  
          Risk Assessment Tool for Sex Offenders" ("SARATSO") pursuant to  
          the legislative finding that "a comprehensive system of risk  
          assessment, supervision, monitoring and containment for  
          registered sex offenders residing in California communities is  
          necessary to enhance public safety and reduce the risk of  
          recidivism posed by these offenders."  (Penal Code  290.03;  
          290.04.)

           Current law  establishes a "SARATSO Review Committee," comprised  
          of a representative of the State Department of Mental Health, in  
          consultation with a representative of the Department of  
          Corrections and Rehabilitation and a representative of the  
          Attorney General's office.  (Penal Code  290.04(a)(2).)  The  
          purpose of the SARATSO Review Committee is to "ensure that the  
          SARATSO reflects the most reliable, objective and  
          well-established protocols for predicting sex offender risk of  
          recidivism, has been scientifically validated and cross  
          validated, and is, or is reasonably likely to be, widely  
          accepted by the courts.  The committee shall consult with  
          experts in the fields of risk assessment and the use of  
          actuarial instruments in predicting sex offender risk, sex  
          offending, sex offender treatment, mental health, and law, as it  
          deems appropriate."  (Id.)



           The SARATSO Training and Review Committees
           
           Current law  establishes the "SARATSO Training Committee,"  
          comprised of a representative of the State Department of Mental  
          Health, a representative of the Department of Corrections and  
          Rehabilitation, a representative of the Attorney General's  
          Office, a representative of the Chief Probation Officers of  
          California, and generally tasked with the development of a  
          training program for the administration of the SARATSO, as  
          specified.  (Penal Code  290.05.)





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           This bill  would establish an individuated override process for  
          SARATSO scoring, providing that, if "the agency responsible for  
          scoring the SARATSO believes an individual score does not  
          represent the person's true risk level, based on factors in the  
          offender's record, the agency may submit the case to the experts  
          retained by the SARATSO Review Committee to monitor the scoring  
          of the SARATSO.  Those experts shall be guided by empirical  
          research in determining whether to raise or lower the risk  
          level.  Agencies that score the SARATSO shall develop a protocol  
          for submission of risk level override requests to the experts  
          retained in accordance with this subdivision." 

           Assessment Implementation
           

           Current law  provides a schedule for the assessment of sex  
          offenders using SARATSO, as specified.  (Penal Code  290.06.)



           Current law  requires the Department of Corrections and  
          Rehabilitation to assess every eligible person on parole, as  
          specified.  (Penal Code  290.06(a)(2).)



           This bill  would revise this provision to apply only if the  
          person was not assessed prior to release from state prison.

           

           Current law  requires the Department of Mental Health to assess  
          every eligible person committed to that department, as  
          specified.  (Penal Code  290.06(a)(3).)



           This bill  would require DMH to "record in a database the risk  
          assessment scores of persons assessed . . . , and any risk  
          assessment score that was submitted to the department by a  




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          probation officer," as specified, and make technical corrections  
          to clarify that this provision applies to the state Department  
          of Mental Health.



           This bill  would require that, "(c)ommencing January 1, 2010,  
          (CDCR) and (DMH) shall send the scores obtained (as specified),  
          to the Department of Justice Sex Offender Tracking Program not  
          later than 30 days after the date of the assessment.  The risk  
          assessment score of an offender shall be made part of his or her  
          file maintained by the Department of Justice Sex Offender  
          Tracking Program as soon as possible without financial impact,  
          but no later than January 1, 2012."



           Current law  provides, "if a person required to be assessed . . .  
           was assessed . . . within the previous five years, a  
          reassessment is permissible but not required.  (Penal Code   
          290.06(b).)

           Current law  requires the SARATSO Review Committee, in  
          consultation with local law enforcement agencies, to establish a  
          plan and a schedule for assessing eligible persons not assessed,  
          as specified.  "The plan shall provide for adult males to be  
          assessed on or before January 1, 2012, and for females and  
          juveniles to be assessed on or before January 1, 2013, and it  
          shall give priority to assessing those persons most recently  
          convicted of an offense requiring registration as a sex  
          offender.  On or before January 15, 2008, the committee shall  
          introduce legislation to implement the plan."  (Penal Code   
          290.06(c).)



           This bill  would delete these provisions, and provide the  
          following with respect to assessing persons eligible for  
          assessment who have not been assessed under SARATSO:





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                 Upon request of the law enforcement agency in the  
               jurisdiction in which the person is registered as a sex  
               offender, as specified, the person shall be assessed.  The  
               law enforcement agency would be authorized to enter into a  
               memorandum of understanding with a probation department to  
               perform the assessment, or may arrange to have personnel  
               trained to perform the risk assessment, as specified.



                 Eligible persons not assessed upon request of the  
               registering law enforcement agency may request that a risk  
               assessment be performed, as follows:

                  o         a request form shall be available at  
                    registering law enforcement agencies;

                  o         the person requesting the assessment shall pay  
                    a fee for the assessment that shall be sufficient to  
                    cover the cost of the assessment;

                  o         the risk assessment so requested shall be  
                    performed either by the probation department or by  
                    trained personnel, as specified.  



           Current law  provides that "eligible person" in this context  
          "means a person who was convicted of an offense that requires  
          him or her to register as a sex offender pursuant to Section 290  
          and who has not been assessed with the SARATSO within the  
          previous five years."  (Penal Code  290.06(c)(emphasis added).)



           This bill would strike the italicized language above and replace  
          it with, "is eligible for assessment, pursuant to the official  
          Coding Rules designated for use with the risk assessment  




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          instrument by the author of any risk assessment instrument  
          (SARATSO) selected by the SARATSO Review Committee."

           

           This bill  would provide that "(p)ersons authorized to perform  
          risk assessments pursuant to this section, Section 1203, and  
          Section 706 of the Welfare and Institutions Code shall be immune  
          from liability for good faith conduct under this act."



           Access to Records  


           Current law  grants access by any person authorized by statute to  
          administer SARATSO to all relevant records pertaining to a  
          registered sex offender, as specified.  (Penal Code  290.07.)

           This bill  would expressly include within this provision "any  
          person acting under authority from the SARATSO Review Committee  
          as an expert to train, monitor, or review scoring by persons who  
          administer the SARATSO pursuant to Section 290.05 or 1203 of  
          this code or Section 706 of the Welfare and Institutions Code, .  
          . ."


           Probation Reports; SARATSO

          Current law  generally requires probation officers to investigate  
          and report to the court upon the circumstances surrounding the  
          crime, the prior history and record of the person, which may be  
          considered either in aggravation or mitigation of the punishment  
          for persons convicted of a felony and eligible for probation.   
          (Penal Code  1203.)

           Current law  generally requires that these reports include the  
          results of the SARATSO assessment conducted on the person, as  
          specified.  (Penal Code  1203(b)(2)(c).)





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           This bill  would revise this language technically to ensure it  
          applies to persons for whom probation could recommend sex  
          offender registration, as specified.
           

           Juveniles



          Current law provides that after finding that a minor is  
          delinquent, as specified, "the court shall hear evidence on the  
          question of the proper disposition to be made of the minor.  The  
          court shall receive in evidence the social study of the minor  
          made by the probation officer and any other relevant and  
          material evidence that may be offered, including any written or  
          oral statement offered by the victim, the parent or guardian of  
          the victim if the victim is a minor, or if the victim has died  
          or is incapacitated, the victim's next of kin, (as specified).   
          In any judgment and order of disposition, the court shall state  
          that the social study made by the probation officer has been  
          read and that the social study and any statement has been  
          considered by the court."  (Welfare and Institutions Code   
          706.)


           This bill  would provide in addition that, "if the probation  
          officer has recommended that the minor be transferred to (CDCR),  
          Division of Juvenile Justice pursuant to an adjudication for an  
          offense requiring him or her to register as a sex offender (as  
          specified), the (applicable) SARATSO . . . shall be used to  
          assess the minor, and the court shall receive that risk  
          assessment score into evidence."  
                                           
              RECEIVERSHIP/OVERCROWDING CRISIS AGGRAVATION IMPLICATIONS
          
          California continues to face a severe prison overcrowding  
          crisis.  The Department of Corrections and Rehabilitation (CDCR)  
          currently has about 170,000 inmates under its jurisdiction.  Due  
          to a lack of traditional housing space available, the department  
          houses roughly 15,000 inmates in gyms and dayrooms.   




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          California's prison population has increased by 125 percent (an  
          average of 4 percent annually) over the past 20 years, growing  
          from 76,000 inmates to 171,000 inmates, far outpacing the  
          state's population growth rate for the age cohort with the  
          highest risk of incarceration.<1>  

          In December of 2006 plaintiffs in two federal lawsuits against  
          CDCR sought a court-ordered limit on the prison population  
          pursuant to the federal Prison Litigation Reform Act.  On  
          February 9, 2009, the three-judge federal court panel issued a  
          tentative ruling that included the following conclusions with  
          respect to overcrowding:

               No party contests that California's prisons are  
               overcrowded, however measured, and whether considered  
               in comparison to prisons in other states or jails  
               within this state.  There are simply too many  
               prisoners for the existing capacity.  The Governor,  
               the principal defendant, declared a state of emergency  
               in 2006 because of the "severe overcrowding" in  
               California's prisons, which has caused "substantial  
               risk to the health and safety of the men and women who  
               work inside these prisons and the inmates housed in  
               them." . . .  A state appellate court upheld the  
               Governor's proclamation, holding that the evidence  
               supported the existence of conditions of "extreme  
               peril to the safety of persons and property."  
               (citation omitted)  The Governor's declaration of the  
               state of emergency remains in effect to this day.  

               . . .  the evidence is compelling that there is no  
               relief other than a prisoner release order that will  
               remedy the unconstitutional prison conditions.
               ----------------------
          <1>  "Between 1987 and 2007, California's population of ages 15  
          through 44-the age cohort with the highest risk for  
          incarceration-grew by an average of less than 1 percent  
          annually, which is a pace much slower than the growth in prison  
          admissions."  (2009-2010 Budget Analysis Series, Judicial and  
          Criminal Justice, Legislative Analyst's Office (January 30,  
          2009).)



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               . . .

               Although the evidence may be less than perfectly  
               clear, it appears to the Court that in order to  
               alleviate the constitutional violations California's  
               inmate population must be reduced to at most 120% to  
               145% of design capacity, with some institutions or  
               clinical programs at or below 100%.  We caution the  
               parties, however, that these are not firm figures and  
               that the Court reserves the right - until its final  
               ruling - to determine that a higher or lower figure is  
               appropriate in general or in particular types of  
               facilities.
               . . .

               Under the PLRA, any prisoner release order that we  
               issue will be narrowly drawn, extend no further than  
               necessary to correct the violation of constitutional  
               rights, and be the least intrusive means necessary to  
               correct the violation of those rights.  For this  
               reason, it is our present intention to adopt an order  
               requiring the State to develop a plan to reduce the  
               prison population to 120% or 145% of the prison's  
               design capacity (or somewhere in between) within a  
               period of two or three years.<2>

          The final outcome of the panel's tentative decision, as well as  
          any appeal that may be in response to the panel's final  
          decision, is unknown at the time of this writing.
           
           This bill  does not aggravate the prison overcrowding crisis  
          outlined above.

                                      COMMENTS
                             ---------------------------
          <2>  Three Judge Court Tentative Ruling, Coleman v.  
          Schwarzenegger, Plata v. Schwarzenegger, in the United States  
          District Courts For The Eastern District of California And The  
          Northern District Of California United States District Court  
          Composed Of Three Judges Pursuant To Section 2284, Title 28  
          United States Code (Feb. 9, 2009).



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          1.  Stated Need for This Bill

           The author states:

               Current law requires the state and local governments  
               to assess the risk of all registered sex offenders  
               prior to sentencing, upon release from prison or jail  
               and while living anywhere within the state of  
               California.  In order for the state risk assessment  
               committee to ensure that these assessments are  
               reliable, SB 325 provides that the State Authorized  
               Risk Assessment review Committee (SARATSO) will  
               monitor the consistency and quality of risk  
               assessments, and retain experts to train those who  
               will oversee the training of persons who will perform  
               the risk assessments. 

               The bill also gives the SARATSO Training Committee the  
               authority to arrange for experts to monitor scoring  
               and answer questions from the field about scoring, and  
               to ensure scores are empirically based and legally  
               defensible.  Since legal challenges to risk  
               assessments are already being litigated in the  
               California courts, it is imperative these changes be  
               made to existing law. 

               SB 325 sets up the proper checks and balances to  
               ensure that the law mandating the monitoring of high  
               risk sex offenders on intensive caseloads, places the  
               GPS monitoring systems on high risk offenders.  By  
               ensuring these procedures are in place we can depend  
               on the reliability of the risk assessment and defend  
               against any legal challenges. 
            
           2.  What This Bill Would Do
           

          As explained in detail above, this bill would refine  
          California's law concerning its application of the  




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          state-authorized risk assessment instrument for sex offenders  
          ("SARATSO").  The major features of the bill are to:



                 provide for the risk assessment of  juvenile sex  
               offenders recommended for commitment to the state's  
               Division of Juvenile Facilities;

                 clarify that probation reports for sex offenders include  
               SARATSO results, as specified; 

                 provide a process for risk assessing registered sex  
               offenders, primarily those now in the community, who have  
               not been risk assessed; and

                 improve certain database and record-keeping provisions  
               concerning SARATSO scores.

          3.  Risk Assessments of Sex Offenders

           The value of risk assessments in managing sex offenders is  
          broadly recognized.  For example, in July of 2007 the California  
          Sex Offender Management Task Force included as a strategic goal  
          the establishment of "comprehensive standards for assessment of  
          sex offenders to allow for appropriate allocation of  
          interventions and resources."  The Task Force explained:

               One important principle of sex offender management is  
               that sex offenders are a diverse group of individuals  
               with widely differing levels of risks and areas of  
               needs. . .  .

               Within the past decade, risk assessment has become an  
               area of increased influence in decision-making with  
                       sex offense cases.  Actuarial instruments are  
               currently the most common method of estimating and  
               categorizing sex offenders into risk groups.  These  
               instruments are designed to determine a sex offender's  
               likelihood of being arrested for a new sex crime by  




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               assessing how he is similar to other groups of sex  
               offenders for whom the risk of re-offense is known.   
               These instruments are moderately effective at  
               predicting the re-offense rate of a group of similarly  
               defined offenders, but cannot identify whether a  
               particular individual offender within a specific "risk  
               group" will or will not re-offend. . . .

               Actuarial risk assessments have been developed in two  
               distinct areas.  Static risk assessments use primarily  
               static or unchangeable risk factors (e.g., number of  
               prior sex offenses, age of the offender, gender of  
               victims, and relationship to victims).  They are  
               historical in nature and research has identified them  
               to be moderately predictive of future sexual offending  
               behavior.  More recently, researchers have begun to  
               focus on dynamic or changeable risk factors believed  
               to be associated with sexual recidivism. (e.g.,  
               negative mood, substance abuse, anger, victim access,  
               intimacy deficits, poor social supports, antisocial  
               lifestyle or behaviors).  Some risk assessment tools  
               contain both static and dynamic risk factors, while  
               others exclusively examine one or the other. . . .<3>


          As summarized in a January 2008 report issued by the California  
          Sex Offender Management Board:

               By statute effective September 2006, the Legislature  
               established a statutory scheme for assessing all  
               persons required to register as sex offenders in  
               California for risk of reoffending.  For each  
               population of sex offenders-adult males, adult  
               females, juvenile males, and juvenile females-the  
               Legislature either selected, or established a means  
               for selecting, a State Authorized Risk Assessment Tool  
               ----------------------
          <3>  Making California Communities Safer: Evidence-Based  
          Strategies for Effective Sex Offender Management (July 2007)  
          California Sex Offender Management Task Force (see  
           http://www.casomb.org/docs/CSOM%20Full%20  Report.pdf.)



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               for Sex Offenders, or SARATSO.  By statute, the  
               SARATSO selected for adult males is the Static-99 risk  
               assessment instrument.  The continued use of this  
               instrument for adult males, and the selection of  
               instruments for the other populations, will be  
               determined by the SARATSO Review Committee.  The  
               Committee, which is composed of representatives from  
               the California Department of Corrections and
               Rehabilitation, the Department of Mental Health, and  
               the Attorney General's Office, is working in  
               consultation with experts in a variety of disciplines  
               to ensure that, for each population, the SARATSO is  
               "the most reliable, objective, and well-established  
               protocol[] for predicting sex offender risk of  
               recidivism."

               The law contemplates that, as of January 1, 2013, each  
               person required to register as a sex offender in  
               California will have been assessed for his or her risk  
               of reoffending.  This information will be available to  
               probation offices, courts, correctional facilities,  
               and law enforcement.

               . . .

               Through the efforts of the SARATSO Committee (State  
               Authorized Risk Assessment Tool for Sex Offenders)  
               established by the legislature and Governor in 2006,  
               California is on a path to identify and implement the  
               best possible available instruments for the assessment  
               of "static" as well as "dynamic" risk.<4>









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               ----------------------
          <4>  An Assessment of Current Management Practices of Adult Sex  
          Offenders in California (January 2008), California Sex Offender  
          Management Board (see  
          http://www.casomb.org/docs/SOMBReport1.pdf.)









          The Board's January 2009 "Progress Report" underscores that,  
          "(i)n a time of limited resources the most effective way to  
          maximize public safety is to allocate resources in a manner that  
          ensures that the highest risk populations receive supervision,  
          management and transition resources that are commensurate with  
          their risk."  The Board notes, "(t)he Static-99 is a sex  
          offender risk assessment instrument that is used to help  
          determine the risk of recidivism for male adult offenders.  It  
          is the only recognized risk assessment tool utilized for this  
          population in California. The committee intends to examine the  
          challenges in training and administering the Static-99  
          instrument.  Also, there are challenges being presented in the  
          court process with the exam itself; the committee would like to  
          look at how to prepare these findings for the most useful  
          presentation in court."<5>

          4.  Veto

           The author carried a very similar bill last session, SB 1253,  
          which was vetoed by the Governor.  However, the veto was  
          accompanied by a standard message relating to the late budget  
          which the Governor used for a number of bills, and did not on  
          its face indicate any substantive concerns about the bill.<6>


                                   ***************


          ---------------------------
          <5>   Progress Report, January 2009, California Sex Offender  
          Management Board (see  http://www.casomb.org/docs/  
          2009  %20Progress%20Report%20V5.pdf.)
          <6> Specifically, the veto message read: "I am returning Senate  
          Bill 1253 without my signature.  (P)  The historic delay in  
          passing the 2008-2009 State Budget has forced me to prioritize  
          the bills sent to my desk at the end of the year's legislative  
          session.  Given the delay, I am only signing bills that are the  
          highest priority for California.  This bill does not meet that  
          standard and I cannot sign it at this time."




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