BILL ANALYSIS                                                                                                                                                                                                    �







                      SENATE COMMITTEE ON PUBLIC SAFETY
                            Senator Loni Hancock, Chair              S
                             2011-2012 Regular Session               B

                                                                     7
                                                                     7
                                                                     7
          SB 777 (Lieu)                                               
          As Amended April 25, 2011 
          Hearing date:  May 3, 2011
          Government Code
          AA:dl

                              CORRECTIONS AUDIT PROGRAM:

                                    STATE AUDITOR  


                                       HISTORY

          Source:  Author

          Prior Legislation: None

          Support: Unknown

          Opposition:None known
           

                                         KEY ISSUE
           
          SHOULD THE STATE AUDITOR BE STATUTORILY AUTHORIZED TO ESTABLISH A 
          CORRECTIONS AUDIT PROGRAM FOR THE PURPOSE OF CONDUCTING, REPORTING 
          ON, AND TRACKING THE RESOLUTION OF FINANCIAL AND PERFORMANCE AUDITS 
          OF PROGRAMS AND FUNCTIONS OF THE DEPARTMENT OF CORRECTIONS AND 
          REHABILITATION, AS SPECIFIED?


                                       PURPOSE













                                                              SB 777 (Lieu)
                                                                      PageB

          The purpose of this bill is to authorize but not require the 
          State Auditor to establish a corrections audit program for the 
          purpose of conducting, reporting on, and tracking the resolution 
          of, financial and performance audits of the programs and 
          functions of the Department of Corrections and Rehabilitation, 
          as specified.

           Current law  creates the independent office of the Inspector 
          General which shall not be a subdivision of any other 
          governmental entity.  The Governor shall appoint, subject to 
          confirmation by the Senate, the Inspector General to a six-year 
          term.  (Penal Code � 6125.)

           Current law  charges the Inspector General with specified duties 
          concerning the Department of Corrections and Rehabilitation 
          ("CDCR").  (Penal Code � 6126 et seq.)  In summary these duties 
          and authorities include the following:

                 reviewing CDCR policy and procedures;
                 conducting audits of investigatory practices and other 
               audits;
                 responsibility for contemporaneous oversight of internal 
               affairs investigations and the disciplinary process;
                 conducting investigations of CDCR, as requested by 
               either the Secretary of CDCR or a Member of the 
               Legislature, pursuant to the approval of the Inspector 
               General under policies to be developed by the Inspector 
               General;  
                 auditing each warden of an institution one year after 
               his or her appointment, and audit
                 each correctional institution at least once every four 
               years, as specified; 
                 recommending corrective actions, including, but not 
               limited to, additional training with respect to 
               investigative policies, additional policies, or changes in 
               policy, as well as any other findings or recommendations 
               that the Inspector General deems appropriate;
                 reviewing the Governor's candidates for appointment to 
               serve as warden for the state's adult correctional 
               institutions and as superintendents for the state's 




                                                                     (More)







                                                              SB 777 (Lieu)
                                                                      PageC

               juvenile facilities, as specified; 
                 developing a methodology for producing a workload budget 
               to be used for annually adjusting the budget of the Office 
               of the Inspector General, as specified (Penal Code � 
               6126.);  
                 initiating an investigation or an audit on the IG's own 
               accord (PC 6126(a).);
                 reporting annually to the Governor and the Legislature a 
               summary of his or her investigations and audits, as 
               specified (Penal Code � 6132); 
                 conducting and administering the California 
               Rehabilitation Oversight Board (C-ROB), to "regularly 
               examine the various mental health, substance abuse, 
               educational, and employment programs for inmates and 
               parolees operated by" CDCR, as specified; (Penal Code � 
               6141); and 
                 through its Bureau of Independent Review, doing the 
               following:

             o    conducting contemporaneous public oversight of CDCR 
               investigations conducted by the CDCR Office of Internal 
               Affairs;
             o    advising the public regarding the adequacy of each 
               investigation, and whether discipline of the subject of the 
               investigation is warranted;
             o    having discretion to provide public oversight of other 
               CDCR personnel investigations as needed; and
             o    issuing regular reports, no less than annually, as 
               specified (Penal Code � 6133). 

           Current law  creates in "state government the Bureau of State 
          Audits under the direction of the Milton Marks "Little Hoover" 
          Commission on California State Government Organization and 
          Economy.  In order to be free of organizational impairments to 
          independence, the bureau shall be independent of the executive 
          branch and legislative control."  (Gov't Code � 8543.)  The head 
          of the bureau is the State Auditor (Penal Code � 8543.2), and 
          its duties "are to examine and report annually upon the 
          financial statements prepared by the executive branch of the 
          state and to perform other related assignments, including 




                                                                     (More)







                                                              SB 777 (Lieu)
                                                                      PageD

          performance audits, that are mandated by statute."  (Gov't Code 
          � 8543.1.)

           This bill  would expressly authorize the State Auditor to 
          "establish a corrections audit program for the purpose of 
          conducting, reporting on, and tracking the resolution of, 
          financial and performance audits of the programs and functions 
          of the Department of Corrections and Rehabilitation," as 
          follows:

                           Financial audits shall examine financial 
                    statements and financially related activities and 
                    monitor expenditures made under the department's 
                    contracts, grants, and other agreements. 
                           Performance audits shall review the 
                    practices and programs of the department to 
                    determine whether the department is managing its 
                    resources in an effective, economical, and 
                    efficient manner consistent with the 
                    evidence-based correctional practices and public 
                    safety. 

           This bill  would require that financial and performance 
          audits conducted pursuant to its provisions "be conducted 
          in accordance with professional auditing standards and 
          shall include recommended actions to correct deficiencies."

           This bill  would require that, "upon the completion of any 
          audit conducted pursuant to (its provisions), the State 
          Auditor shall prepare a written report which shall be 
          disclosed, along with any underlying materials that the 
          State Auditor deems appropriate, to the Governor, the 
          Legislature, the Secretary of the Department of Corrections 
          and Rehabilitation, and the appropriate director, chair, or 
          law enforcement agency. Copies of all written reports shall 
          be posted on the State Auditor's Internet Web site within 
          10 days of being disclosed as described in this 
          subdivision."  The bill contains additional technical 
          language regarding reports submitted pursuant to its 
          provisions.




                                                                     (More)







                                                              SB 777 (Lieu)
                                                                      PageE

           
                    RECEIVERSHIP/OVERCROWDING CRISIS AGGRAVATION
          
          For the last several years, severe overcrowding in California's 
          prisons has been the focus of evolving and expensive litigation. 
           As these cases have progressed, prison conditions have 
          continued to be assailed, and the scrutiny of the federal courts 
          over California's prisons has intensified.  

          On June 30, 2005, in a class action lawsuit filed four years 
          earlier, the United States District Court for the Northern 
          District of California established a Receivership to take 
          control of the delivery of medical services to all California 
          state prisoners confined by the California Department of 
          Corrections and Rehabilitation ("CDCR").  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 January 12, 2010, a 
          three-judge federal panel issued an order requiring California 
          to reduce its inmate population to 137.5 percent of design 
          capacity -- a reduction at that time of roughly 40,000 inmates 
          -- within two years.  The court stayed implementation of its 
          ruling pending the state's appeal to the U.S. Supreme Court.  

          On Monday, June 14, 2010, the U.S. Supreme Court agreed to hear 
          the state's appeal of this order and, on Tuesday, November 30, 
          2010, the Court heard oral arguments.  A decision is expected as 
          early as this spring.  

          In response to the unresolved prison capacity crisis, in early 
          2007 the Senate Committee on Public Safety began holding 
          legislative proposals which could further exacerbate prison 
          overcrowding through new or expanded felony prosecutions.     

           This bill  does not aggravate the prison overcrowding crisis 
          described above.


                                      COMMENTS





                                                                     (More)







                                                              SB 777 (Lieu)
                                                                      PageF

          1.  Stated Need for This Bill

           The author states:

               As California continues to address billions of dollars 
               in budget deficits, the Legislature must find ways for 
               state agencies to become more efficient and effective. 
                As recently reported by the California Senate Office 
               of Oversight and Outcomes, California's taxpayers are 
               not getting their money's worth from the Office of the 
               Inspector General (OIG).  The report revealed that the 
               OIG had spent significant taxpayer money on 
               categorizing their lawyers and auditors as peace 
               officers and providing them with state-owned cars. 

               The Office of the Inspector General is an independent 
               agency within the California Department of Corrections 
               and Rehabilitation.  The OIG was established in 1998 
               to oversee, monitor and investigate alleged wrongdoing 
               in the state's correctional system.   Among the OIG's 
               duties is to conduct audits and investigations of the 
               California Department of Corrections and 
               Rehabilitation, oversees the department's internal 
               affairs investigations, collects complaints and tips 
               about the correctional system, and inspects 
               facilities. 

               SB 777 simply consolidates the auditing function of 
               the Office of the Inspector General and places that 
               auditing function within the Bureau of State Audits.  
               The Bureau of State Audits is known throughout 
               California as truly an independent external auditor, 
               who provides the taxpayers with non-partisan, 
               accurate, and timely assessment of state agencies.  By 
               having the auditing duties of the Office of the 
               Inspector General under the authority of the State 
               Audit, this bill will help to reduce immediate and 
               long-term state cost as well as ensuring professional 
               standards for the auditing duties.





                                                                     (More)







                                                              SB 777 (Lieu)
                                                                      PageG

          2.  What This Bill Would Do

           As explained above, this bill would authorize but not require 
          the State Auditor to establish a corrections audit program for 
          the purpose of conducting, reporting on, and tracking the 
          resolution of, financial and performance audits of the programs 
          and functions of the Department of Corrections and 
          Rehabilitation ("CDCR"). Financial audits shall examine 
          financial statements and financially related activities and 
          monitor expenditures made under the CDCR's contracts, grants, 
          and other agreements. Performance audits shall review the 
          practices and programs of CDCR to determine whether CDCR is 
          managing its resources in an effective, economical, and 
          efficient manner consistent with the evidence-based correctional 
          practices and public safety. The bill requires that the audits 
          conducted pursuant to its provisions be conducted in accordance 
          with professional auditing standards and include recommended 
          actions to correct deficiencies.
           
           3.    Recent Senate Office of Oversight and Outcomes Report

           In November of 2010, the Senate Office of Oversight and Outcomes 
          issued a report entitled, "Gun-Toting Auditors and Attorneys: 
          Does the Inspector General Need 105 Armed Peace Officers?"  The 
          summary for this report includes the following:

               The Office of the Inspector General is an independent 
               state agency
               established in 1998 to oversee and investigate alleged 
               wrongdoing within
               the state corrections department.  Among its duties, 
               OIG conducts audits
               and investigations of the California Department of 
               Corrections and
               Rehabilitation, oversees the department's internal 
               affairs investigations,
               collects complaints and tips about the correctional 
               system, evaluates
               candidates for warden, and inspects facilities.





                                                                     (More)







                                                              SB 777 (Lieu)
                                                                      PageH

               The OIG workforce has tripled in the last six years, 
               from 48 to 150.  At the
               same time, the proportion of peace officers has also 
               grown: from 44%
               in 2003 to 70% today.  Much of the growth at OIG was 
               the result of the
               creation in 2004 of a Bureau of Independent Review.  
               The new bureau was
               part of the state's response to the well-publicized 
               federal court oversight
               of the prison system in the ongoing Madrid litigation, 
               which found that
               state corrections officials were plagued by inadequate 
               internal policing and
               insufficient investigation of wrongful behavior, 
               including excessive force.


               As currently configured, 105 of the 150 positions in 
               the Office of the
               Inspector General are sworn peace officers. Their 
               titles are spelled out in
               Penal Code Section 830.2 (j), a statute amended in 
               2009 specifically to
               include the 27 lawyers in the Bureau of Independent 
               Review.  The office's
               auditors have been peace officers since the OIG was 
               established, along
               with the Inspector General himself.

               . . .

               Among our findings:

                 OIG staffers from the Inspector General on down are 
               expected to
               carry a gun and ammunition at all times theyre on 
               duty: at the office,
               on the road, in the air.  But one place they always go 
               unarmed is




                                                                     (More)







                                                              SB 777 (Lieu)
                                                                      PageI

               inside a prison.  At California correctional 
               facilities, OIG staff must
               check their weapons at the gate or leave them locked 
               in their cars.

                 Those weapons have price tags: $430 for a Glock 
               semi-automatic
               pistol, $35 for a holster, $75 for ammunition.  All 
               told, outfitting each
               OIG peace officer costs taxpayers $2,050. Add the 
               take-home state
               car, and the grand total exceeds $20,000.

                 In the past five years no OIG peace officer has 
               fired a gun on duty,
               except at the firing range.  That itself can be 
               dangerous  one
               Deputy Inspector General accidentally shot himself 
               while putting
               in his required hours at the range.

                 70% of the mileage OIG peace officers put on their 
               take-home
               state cars is for their daily commute to the office. 
               The Senate
               oversight office asked for all vehicle home-storage 
               permits and was
               given permits for 71 OIG peace officers.  Based on 
               these permits,
               their home-to-office commutes total 3,230 miles per 
               workday (an
               average of 45 miles for each worker).  Overall, of the 
               1 million miles
               logged by the OIG fleet in 2009/10, more than 700,000 
               miles were
               for employees' commute to work.

                 During 2007, 2008 and 2009, OIG fielded more than 
               10,000
               separate complaints and tips  but only eight cases 




                                                                     (More)







                                                              SB 777 (Lieu)
                                                                      PageJ

               were referred to
               a law enforcement agency for possible criminal 
               prosecution during
               those three years.  Another six criminal 
               investigations were closed by
               the OIG for lack of evidence, for a total of 14 cases, 
               according to
               quarterly reports.  Despite the low number of criminal 
               cases, in
               2009 the OIG created a separate Bureau of Criminal 
               Investigation.

                 The career paths leading to these peace officer 
               positions indicate how
               unusual the Office of the Inspector General is in this 
               area.  In the two
               OIG bureaus that house the attorneys and auditors, 98% 
               were
               not peace officers before signing on with the 
               Inspector General.

                 The OIGs Bureau of Independent Review was modeled on 
               Los
               Angeles County's Office of Independent Review, a team 
               of lawyers
               who monitor the L.A. Sheriff's Department, including 
               county jails.
               The Los Angeles operation, however, is emphatically a 
               civilian group.
               "We don't feel we need peace officer status - we never 
               asked for it,
               we never needed it, we don't want it," its chief 
               attorney said.

                 Californias Attorney General employs 1,150 lawyers. 
               They dont
               have take-home cars and only a handful  fewer than 5  
               are sworn
               peace officers. Just one carries a gun. None of the 
               AGs 80 auditors




                                                                     (More)







                                                              SB 777 (Lieu)
                                                                      PageK

               are peace officers or get state cars.
             
          4.  State Auditor

           The Web Site for the State Auditor provides the following 
          information about the Auditor's mission and philosophy:

               Mission
               
               The California State Auditor promotes the efficient 
               and effective management of public funds and programs 
               by providing to citizens and government independent, 
               objective, accurate, and timely evaluations of state 
               and local governments' activities.

               Purpose
               
               The purpose of the California State Auditor's office 
               is to improve California government by assuring the 
               performance, accountability, and transparency that its 
               citizens deserve.

               
               Philosophy
               
               The staff of the California State Auditor, who are 
               under the direction of the State Auditor, understand 
               and respect the importance of their position as the 
               State's independent auditors. The staff of the 
               California State Auditor's Office conducts their 
               reviews in a nonpartisan manner, free from outside 
               influence, including that of the Legislature, 
               Governor, and the subjects of their audits and 
               investigations. California State Auditor staff base 
               their findings, conclusions, and recommendations upon 
               reliable evidence and will not allow preconceived 
               notions or personal opinions to influence their work. 
               The staff strictly adheres to the standards of the 
               auditing profession and exercises the highest 
               standards of ethics. The California State Auditor's 




                                                                     (More)







                                                              SB 777 (Lieu)
                                                                      PageL

               Office and the staff lead by example, holding the 
               organization and themselves to the same or higher 
               standards that they use to evaluate others.<1>
           
           With respect to audits conducted by the State Auditor, the 
          office explains:

               The California State Auditor conducts performance 
               audits that are either mandated by statute or 
               requested by the Legislature. Performance auditing is 
               the systematic and objective examination of evidence 
               to provide an independent assessment of the 
               performance and management of an organization or 
               activity against objective criteria as well as 
               assessments that provide a prospective focus or create 
               best practices. Performance audits provide information 
               to improve operations and facilitate decision making 
               by parties with responsibility to oversee or initiate 
               corrective action and improve public accountability. 
               These audits cover a wide variety of objectives, 
               including objectives related to providing perspective, 
               analysis, guidance, or summary information or in 
               assessing:

               Program effectiveness and results, and economy and 
               efficiency

               Examples of these audits include:
             �    The extent to which legislative, regulatory, or 
               organizational goals and objectives are being 
               achieved.
             �    The extent to which programs duplicate, overlap, or 
               conflict with other related programs.
                 �    The relative cost and benefits or cost 
               effectiveness of program performance.
             �    The reliability, validity, and relevance of 
               financial information related to the performance of a 
               program.



            ------------------------
          <1>   http://www.bsa.ca.gov/aboutus/mission.



                                                                     (More)







                                                              SB 777 (Lieu)
                                                                      PageM

               



               Internal control

               These assessments relate to management's plans, 
               methods, and procedures used to meet its mission, 
               goals, and objectives. Examples of these audits 
               include providing reasonable assurance that:
             �    Organizational mission, goals, and objectives are 
               achieved effectively and efficiently.
             �    Resources are used in compliance with laws, 
               regulations, or other requirements.
             �    Resources are safeguarded against unauthorized 
               acquisition, use, or disposition.
             �    Management information and public reports are 
               complete, accurate, and consistent to measure 
               performance and support decision making.
             �    Security over computerized information systems will 
               prevent or timely detect unauthorized access.
             �    Contingency planning for information systems 
               provides essential backup and recovery.
               
               Compliance with legal or other requirements

               These assessments relate to compliance criteria 
               established by laws, regulations, contract provisions, 
               leases, and grant agreements.

               Other types of reviews

               These assessments pertain to work that provides a 
               prospective focus, guidance, or best practices 
               including:
             �    Assessing advantages or disadvantages of 
               legislative proposals.
             �    Analyzing budget proposals or budget requests and 
               identifying best practices in program or management 
               system approaches.




                                                                     (More)







                                                              SB 777 (Lieu)
                                                                      PageN

             �    Producing high-level summaries or reports that 
               affect multiple programs or entities on issues 
               studied.<2>

          With respect to financial and compliance audits the office 
          states:

               In general, financial audits are primarily concerned 
               with providing reasonable assurance about whether the 
               financial statements of an organization, project, 
               individual, or entity are presented fairly in all 
               material respects in accordance with Generally 
               Accepted Accounting Principles (GAAP) and whether the 
               organization, project, individual, or entity has 
               complied with laws and regulations for those 
               transactions and events that may have a material 
               effect on the financial statements. State statutes 
               mandate that the California State Auditor annually 
               conduct California's Single Audit and that it comply 
               with government and industry auditing standards. 

               The Single Audit encompasses an audit of California's 
               financial statements, review of internal controls over 
               financial reporting and compliance with federal 
               program requirements, and additional tests of 
               compliance with federal and state laws and regulations 
               at the entity level and at the major federal program 
               level. California's single audit is performed in 
               accordance with the Single Audit Act, provisions of 
               OMB Circular A-133, the Government Accountability 
               Office's (GAO's) Generally Accepted Government 
               Auditing Standards (GAGAS), and the AICPA's Statements 
               on Auditing Standards. The Single Audit satisfies the 
               federal requirements for an independent financial 
               audit and compliance audits of federal programs which 
               is a condition for the state to receive over $76 
               billion in federal funds each year.






                                                                     (More)







               ----------------------
          <2> http://www.bsa.ca.gov/aboutus/performance_audits.









               Also, contracts involving the expenditure of public 
               funds greater than $10,000, entered into by any state, 
               local, or public entity, are subject to audit by the 
               bureau for a period of three years after final 
               contract payment per Government Code, Section 8546.7. 
               Every public contract must contain a provision stating 
               that the contracting parties shall be subject to 
               examination and audit; however, failing to include 
               such a provision does not preclude the California 
               State Auditor from conducting the audit. 

               In addition, the Legislature may direct the California 
               State Auditor, through statute or by request from the 
               Joint Legislative Audit Committee, to conduct other 
               financial related audits of state, local, or other 
               public entities that may provide different levels of 
               assurance and scopes of work.<3>

          The State Auditor has issued numerous reports concerning 
          CDCR.<4>  Many of these were prompted by a request from the 
          Joint Legislative Audit Committee.<5>  This bill would provide 
          the statutory authority for the State Auditor to conduct 
          performance and financial audits of CDCR.

          ARE THERE REDUNDANCIES BETWEEN AUDIT OPERATIONS OF THE OIG AND 
          THE STATE AUDITOR?  

          SHOULD THE STATE AUDITOR BE AUTHORIZED TO CONDUCT PERFORMANCE 
          AND FINANCIAL AUDITS OF CDCR?  


          ---------------------------
          <3>   
          http://www.bsa.ca.gov/aboutus/financial_and_compliance_audits.
          <4>   See http://www.bsa.ca.gov/reports/agency/22.
          <5>   See California Department of Corrections and 
          Rehabilitation: Inmates Sentenced Under the Three Strikes Law 
          and a Small Number of Inmates Receiving Specialty Health Care 
          Represent Significant Costs (May 2010), California State 
          Auditor.











                                                              SB 777 (Lieu)
                                                                      PageP




          5.  Related Legislation  
          This bill is scheduled to be heard on the same date as SB 490 
          (Hancock).  That bill would restructure the Office of the 
          Inspector General to 1) narrow its duties and authorities, as 
          specified; 2) repeal the statutory authority giving its 
          personnel peace officer status and instead provide them with 
          non-peace officer authority relating to powers of arrest, 
          serving warrants, and access to summary criminal history 
          information, as specified; and 3) rename the office as the 
          "Office of Independent Correctional Oversight," with a director 
          instead of an Inspector General, with related changes.  In 
          addition to maintaining existing, mandated duties, SB 490 would 
          authorize the reformed office to conduct "oversight reviews" 
          pertaining to the following significant correctional issues 
          relating to the Department of Corrections and Rehabilitation: 
          (1)  Security procedures, including contraband interdiction. (2) 
           Inmate, ward, and parolee administrative appeals and 
          grievances.  (3)  Employee use of force. (4)  Prison Rape 
          Elimination Act procedures. (5)  Inmate-patient health care 
          delivery.  The authors of these bills may wish to consider 
          refining the scope of their respective bills to ensure that any 
          redundancies between the State Auditor and the OIG are 
          eliminated, to the extent possible.



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