BILL ANALYSIS                                                                                                                                                                                                    �



           
                     SENATE GOVERNANCE & FINANCE COMMITTEE
                            Senator Lois Wolk, Chair
          

          BILL NO:  AB 2299                     HEARING:  6/13/12
          AUTHOR:  Feuer                        FISCAL:  No
          VERSION:  6/6/12                      TAX LEVY:  No 
          CONSULTANT:  Lui                      

                   PUBLIC SAFETY OFFICIALS' PROPERTY RECORDS
          

          Authorizes a county board of supervisors to establish a 
          program that redacts public safety officials' names from 
          property records, at the official's request. 


                           Background and Existing Law  

          California's 58 counties have boards of supervisors that 
          make and enforce rules for the government of the board, 
          preservation of order, and business transactions.  

          A county recorder records and indexes documents, papers, or 
          notices that are photographically reproducible and are 
          authorized or required by law or court to be recorded after 
          payment of fees and taxes for services.  Some examples of 
          documents at the recorder's office include birth 
          certificates, marriage licenses, property record title or 
          possession, and transfer or encumbrance of interest in real 
          property.  For specified documents that contain social 
          security numbers, the county recorder must truncate social 
          security number to create a public version of official 
          records.  

          The county assessor assesses property for local taxing 
          entities, except school districts, and provides an estimate 
          of the property's assessed valuation. 

          In some counties, the offices of the county recorder and 
          assessor are combined.

          The Public Records Act provides that all state and local 
          records are open, and the public has the right to inspect 
          records under specified conditions.  The PRA exempts some 
          records from the open records requirement.

          Public officials' information is protected in many ways.




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                     A state or local agency is prohibited from 
                 posting the home address or telephone number of any 
                 elected or appointed officials without first getting 
                 written permission of the elected official. 
                     State law prohibits any person, business, or 
                 association from selling or trading on the Internet 
                 the home address or telephone number of an elected 
                 or appointed official, with the intent to harm.      
                      
                     It's a misdemeanor for a person to knowingly 
                 post on the Internet the home address or telephone 
                 number of any elected or appointed official, his or 
                 her spouse or child, with the intent to harm. 
                     Residence or mailing address information of any 
                 person in the Department of Motor Vehicles database 
                 is confidential and cannot be disclose except to law 
                 enforcement, courts, or specified governmental 
                 agencies. 

          In 2002, the Legislature passed AB 2238 (Dickerson), the 
          Public Safety Officials Home Protection Act, which created 
          an advisory task force to determine how to protect a public 
          safety official's home information and provide 
          recommendations.  The task force, chaired by the Attorney 
          General and comprised of representatives from law 
          enforcement, judges, district attorneys and public 
          defenders, state recorders and assessors, and the business 
          community involved in real estate transactions, issued the 
          report to the Legislature in January 2004.  

          For the last eight years, the Ventura County Assessor's 
          office has operated a program that allows PSO to request 
          their name be redacted.  The Assessor coordinated with 
          local law enforcement to create a process that verified the 
          PSO's identity, and then, his office puts it into a 
          database.  Last year, an anonymous group published some 
          L.A. Police Department command staff's home addresses on 
          the Internet.  The author would like to extend more 
          protections to public safety officials and their families 
          by redacting information from county recorders' and 
          assessors' documents for officials' primary residence. 


                                   Proposed Law  

          Assembly Bill 2299 authorizes a county board of supervisors 





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          to establish a program that requires a public safety 
          official's (PSO) name be redacted from any property record 
          disclosed to the public by that county.  AB 2299 requires a 
          county that establishes a program to ensure that the 
          property record of a PSO is redacted when a search is 
          conducted by index name. 

          If a county board of supervisors establishes a 
          name-redaction program for PSOs, AB 2299:
                 Requires the county to prepare and maintain a list 
               specifying those job classifications that are eligible 
               to request redactions.
                 Permits a county to use or maintain internal 
               records that include the name of a PSO who has 
               requested redaction. 
                 Authorizes the county to charge a fee for 
               participating in the program, provided that the fee is 
               reasonable and charged to cover only the costs of the 
               program. 
                 Requires an individual to show valid photo 
               identification and proof of employment eligibility as 
               a precondition of requesting redaction under the 
               program. 
                 Requires that a county that establishes a program 
               and sells aggregate data must provide notice to the 
               person or entity that purchase the data that the names 
               of program participants remain confidential and cannot 
               be posted on any Internet website or solicited, sold, 
               or traded.  
                 Provides that a public safety official, whose name 
               is made public as a result of any Internet website 
               posting, solicitation, sale, or trade, can seek 
               injunctive or declarative relief in court.
                  o         If the court finds that a violation has 
                    occurred, it may award the official court costs, 
                    reasonable attorney's fees, and may impose a fine 
                    not to exceed $1,000 on the violator. 
                  o         A PSO whose name is solicited, sold, or 
                    traded may file a lawsuit.  If a jury or court 
                    finds that a violation has occurred, it must 
                    award damages to that PSO in an amount up to 
                    three times the actual damages but no less than 
                    $4,000. 
                  o         Provides that a county must not be held 
                    civilly liable if the county provided proper 
                    notice to the person or entity that purchased 





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                    data that the name of the PSO must remain 
                    confidential. 
                  Provides that a county that exercises reasonable 
               care must not be liable for unintentional disclosure 
               of a PSO's name. 
                 Provides that a PSO's name or property record must 
               be released, upon a PSO's request. 
                 Provides that a county board of supervisors has 
               discretion to design a program implementation process.
                 Requires that a county must ensure that a PSO's 
               property record is redacted when a search is conducted 
               by index by name of the PSO. 
                 Defines, for the purposes of the program,
                  o         "Post" means to intentionally communicate 
                    or otherwise make available to the general 
                    public. 
                  o         "Principal residence" means the residence 
                    that qualifies for a homeowners' property tax 
                    exemption. 
                  o         "Property record" means any property 
                    record that contains the address of a PSO's 
                    principal resident. 
                  o         "Public safety official" means any PSO 
                    who is eligible for, or participates in, the 
                    program. 
                  o         "Redacted or redaction" includes 
                    redaction of the address of principal residence 
                    and legal description of the property from a 
                    property record of a public safety official when 
                    a search is conducted by index by name of the 
                    PSO. 

          The bill provides that the Public Records Act cannot 
          require disclosure of the name of any PSO, who has 
          requested confidentiality, if the county maintains a 
          program that redacts information from property records and 
          when a search is conducted by name in an index. 

          The bill defines a public safety official, whether current 
          or former, as:
                 Any employee of a federal, state, or local law 
               enforcement agency, not under suspension or otherwise 
               lacking in good standing.
                 A judge, federal magistrate, court commissioner, or 
               referee who has authority to preside in criminal 
               proceedings.





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                 An attorney of a federal, state, or local 
               prosecutorial or defense agency.
                 An employee of a federal, state, or local agency 
               who supervises inmates or is required to have a 
               prisoner in his or her care.
                 A probation officer or parole agent. 

          The bill provides that any employee whose duties are 
          clerical or who is not engaged in law enforcement 
          operations is not a public safety official.  A PSO who 
          becomes an elected official is also ineligible for 
          redaction under the program. 

          AB 2299 prohibits a PSO's name or property record from 
          being disclosed under this measure, except to any of the 
          following:
                 A court.
                 A law enforcement agency.
                 The State Board of Equalization.
                 An attorney in a civil or criminal action that 
               demonstrates need for the name, pursuant to a 
               subpoena.
                 A governmental agency to which, under any law, 
               information is required to be furnished from records 
               maintained by the county. 
                 Any person, upon request of the PSO. 

            AB 2299 makes findings and declarations, including a 
            finding that this measure imposes a limitation on the 
            public's right of access to public bodies' meetings or 
            public officials and agencies' writings, which is 
            necessary to prevent crimes against public safety 
            officials and their families. 
           
                                         
                              State Revenue Impact

           No estimate. 


                                     Comments  

          1.   Purpose of the bill  .  According to the L.A. City 
          Attorney, "between 2003 and 2008, federal prosecutors and 
          judges experienced over a 50% increase in the number of 
          threats and harassing communications."  Assessors and 





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          recorders also can sell address data to land title 
          companies or other second-parties, and information can end 
          up on the Internet.  Aggrieved parties can use address 
          information to endanger public safety officials and their 
          families.  AB 2299 authorizes counties to create a 
          confidential name records program for current and former 
          public safety officials.  Public agencies and entities that 
          use non-redacted information, like a court order or a law 
          enforcement agency's request, may continue the use of 
          non-redacted information for official business.  Only 
          counties that create this program are authorized to charge 
          a fee that covers the cost of the program.  AB 2299 
          strengthens necessary protections for public safety 
          officials and helps ensure their families' safety.  

          2.   Occupational hazard  .  Although the bill advances the 
          goal of protecting public safety officials, PSOs are not 
          alone in confronting personal safety threats.  California's 
          Secretary of State operates Safe at Home, a confidentiality 
          program for victims of domestic violence, stalking, sexual 
          assault, and reproductive healthcare doctors, nurses, 
          volunteers, and patients.  Safe at Home participants use a 
          free P.O. Box instead of their home address, which 
          maintains their privacy when receiving mail, opening bank 
          accounts, registering to vote, or enrolling a child in 
          school.  When a Safe at Home participant would like to 
          purchase property, Secretary of State staff advise them to 
          hire legal counsel to place property into a trust.  County 
          recorders and assessors do not redact Safe at Home 
          participants' names from property records.  Why should 
          state law protect PSOs' property records but not afford 
          others the same protections?  The Committee may wish to 
          authorize Safe at Home participants to request their name 
          be redacted from property records in a county that sets up 
          a name-redaction program. 

          3.   Constructive notice and transparency  .  One county 
          recorder writes, "Ownership of real property is the 
          foundation of a free society."  Protecting real property 
          ownership rights is an important governmental 
          responsibility.  Constructive notice is provided by 
          recording all documents that affect real property in one 
          office.  The PRA ensures that all parties have access to 
          these documents.  The county recorders hold a chain of 
          title, which identifies land possession over time, on a 
          given property.  If a legal description of the property or 





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          ownership is removed from the index of official records, it 
          may break constructive notice of the transaction, which 
          undermines the public's access to public documents.  AB 
          2299 doesn't proscribe implementation procedures, allowing 
          for local discretion.  However, this flexibility may 
          inadvertently create non-uninform procedures across the 
          state.  While costly, the Committee may wish to mandate 
          that all counties create a name-redaction program to avoid 
          confusion of a permissive program.

          4.   Unresolved issues  .  The bill raises other potential 
          issues. 
                 First, the bill provides explicit authorization for 
               certain parties to receive non-redacted information.  
               The author's intent was to allow land title companies 
               or others that use and mange real property 
               transactions to use non-redacted information for 
               business, as long as requested PSOs' information 
               remains confidential and is not posted on the 
               internet, sold, or traded.  However, stakeholders 
               interpret the language otherwise.  Without this 
               authority, land title companies and others worry that 
               issues related to real property, like ownership, 
               liens, child support, which may be flagged during 
               escrow, would result in delayed sales, transfers, and 
               refinancing.  The Committee may wish to clarify the 
               author's intent.   
                 Second, some county recorder's offices use 
               microfiche or digital copies that cannot be text 
               searched, while other offices are fully digitized.  It 
               is unclear how some counties that have outdated 
               technology can comply.  Will recorders search and edit 
               records manually?  
                 Third, a participating county may keep internal 
               records that identify a PSO that requests his or her 
               name redacted.  That internal list's security may be 
               breached and could make it easier to identify and 
               locate the individuals seeking protection. 

          5.   Fiscal pressures  .  AB 2299 is not a state mandate 
          because it simply creates an optional program.  However, 
          counties will face increased pressures to create the 
          program.  It is unclear whether levied fees will offset 
          program costs.  The Committee may wish to consider that 
          though the county recorder may provide a higher level or 
          service, counties will not be eligible for reimbursement 





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          claims. 

          6.   Double-referral  .  Because some of the bill's provisions 
          relate to liability, the Senate Rules Committee 
          double-referred AB 2299 to the Senate Governance and 
          Finance Committee and the Senate Judiciary Committee. 
           
           7.   Related legislation  .  AB 2299 is not the first bill 
          that seeks to expand privacy protections. 
                 AB 2483 (Blumenfield, 2012) removes the requirement 
               that victims of stalking provide specified evidence 
               before they can participate in the Secretary of 
               State's Safe at Home program.  The bill is in the 
               Senate Judiciary Committee. 

                 AB 1813 (Lieu, 2010) expanded the definition of 
               peace officer and provided that a public official may 
               ask to be removed from the internet on cellular phone 
               applications. 

                 AB 32 (Lieu, 2009) authorized an agent of the 
               public official to make a written demand for the 
               removal of the Internet positing of the official's 
               home address or telephone number.

                 AB 1595 (Evans, 2005) allowed elected or appointed 
               officials to obtain an injunction against any person 
               that publicly posts the home address or telephone 
               number of that official on the internet, and allows 
               for damages if this disclosure was made with the 
               intent to cause bodily harm. 


                                 Assembly Actions  

          Assembly Local Government: 6-1
          Assembly Floor:                    68-0
                         Support and Opposition  (6/7/13)

           Support  :  Alameda County Sheriff's Office; Association of 
          Los Angeles Deputy Sheriffs; Association of Orange County 
          Deputy Sheriffs; Calaveras County Sheriff Gary Kuntz; 
          California Attorneys, Administrative Law Judges and Hearing 
          Officers in State Employment (CASE); California Coalition 
          of Law Enforcement Associations; California Correctional 
          Peace Officers Association; California Correctional 





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          Supervisors Association; California Fraternal Order of 
          Police; California Peace Officers' Association; California 
          Police Chiefs Association; California Public Defenders 
          Association; California Narcotics Officers Association; 
          California State Sheriffs' Association; Chief Probation 
          Officers of California; City of Los Angeles; City and 
          County of San Francisco Interim Sheriff Vicki Hennessy; 
          Colusa District Attorney John R. Poyner; Contra Costa 
          County Sheriff David O. Livingston; Del Norte 
          Sheriff-Coroner Dean Wilson; Fresno County Sheriff Margaret 
          Mims; Honorable James R. Brandlin; Judicial Council of 
          California; Kern County Sheriff Donny Youngblood; Kings 
          County Sheriff David Robinson; Long Beach Police Officers 
          Association; Los Angeles City Attorney Carmen Trutanich; 
          Los Angeles County Police Chiefs Association; Los Angeles 
          County Probation Officers Union; Los Angeles County 
          Professional Peace Officers Association; Los Angeles County 
          District Attorney's Office; Los Angeles County District 
          Attorney Steve Cooley; Los Angeles County Sheriff's 
          Department; Los Angeles County Sheriff Leroy D. Baca; Los 
          Angeles Police Chief Charlie Beck; Los Angeles Police 
          Protective League; Mono County Sheriff-Coroner Richard C. 
          Scholl; Orange County Sheriff-Coroner Sandra Hutchens; 
          Peace Officers Research Association of California; Placer 
          County Sheriff-Coroner-Marshal Edward N. Bonner; Plumas 
          County District Attorney's Office; Riverside Sheriffs' 
          Association; Sacramento County Deputy Sheriffs Association; 
          Sacramento County District Attorney's Office; Sacramento 
          County Sheriff Scott Jones; San Bernardino County Sheriff 
          Rod Hoops; San Diego County Sheriff William D. Gore; San 
          Diego Deputy District Attorneys Association; Santa Ana 
          Police Officers Association; Santa Barbara Sheriff Bill 
          Brown; San Mateo County Sheriff Greg Munks; Shasta County 
          District Attorney's Office; Shasta County Sheriff-Coroner 
          Tom Bosenko; Siskyou County Sheriff Jon E. Lopey; Sonoma 
          County Sheriff-Coroner Steve Freitas; Southern California 
          Alliance of Law Enforcement; Ventura County Sheriff's 
          Office; Yolo County Sheriff-Coroner E.G. Prieto; Yuba 
          County Sheriff-Coroner Steven L. Durfor.

           Opposition  :  Bardellini, Straw, Cavin & Bupp, LLP; 
          California Assessors' Association; California Association 
          of Realtors; California Association of County Treasurers 
          and Tax Collectors; California Escrow Association; 
          California Land Title Association; California Newspaper 
          Publishers Association; Colusa County Recorder Kathleen 





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          Moran; Contra Costa County Clerk-Recorder and Register of 
          Voters Stephen L. Weir; County Recorders' Association of 
          California; Inyo County; Inyo County Clerk, Recorder, and 
          Registrar of Voters Kammi Foote; Jamison and Chappel; First 
          American Financial Corporation; Napa County; Placer County 
          Clerk-Recorder-Registrar Jim McCauley; Santa Clara County 
          Assessor Lawrence E. Stone; 5 individuals.