BILL ANALYSIS                                                                                                                                                                                                    �



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          Date of Hearing:  April 29, 2014

                           ASSEMBLY COMMITTEE ON JUDICIARY
                                Bob Wieckowski, Chair
                    AB 2468 (Donnelly) - As Amended: April 8, 2014
           
          SUBJECT  :  SEARCH WARRANTS: PRIVACY

           KEY ISSUES  :  

          1)SHOULD CALIFORNIA LAW PROHIBIT THE STATE AND CORPORATIONS FROM  
            PROVIDING ASSISTANCE TO ANY FEDERAL AGENCY ATTEMPTING THE  
            COLLECTION OF ELECTRONIC DATA OR META DATA, WITHOUT CONSENT OF  
            ANY PERSON NOT BASED ON A WARRANT?

          2)WOULD THIS BILL POTENTIALLY REQUIRE THE STATE AND CORPORATIONS  
            TO VIOLATE A POTENTIALLY BROAD BUT UNCERTAIN ARRAY OF FEDERAL  
            LAWS, REGULATIONS AND ORDERS?  ARE THE BILL'S TERMS AND  
            BREADTH SUFFICIENTLY CLEAR IN THEIR INTENT AND REACH?

          3)WOULD THE BILL ALSO SPECIFICALLY CONFLICT WITH VARIOUS DUTIES  
            IMPOSED ON CORPORATIONS DOING BUSINESS IN CALIFONRIA, SUCH AS  
            STATUTORY AND REGULATORY DUTIES IMPOSED ON FINANCIAL  
            INSTITUTIONS TO PROVIDE MANDATED INFORMATION RELATING TO  
            LENDING AND ACCOUNT ORIGINATION ON A REGULAR BASIS?  WOULD IT  
            INADVERTENTLY PENALIZE CORPORATIONS FOR SIMPLY COMPLYING WITH  
            FEDERAL LAWS AND REGULATIONS?  

          4)WOULD THE MEASURE THEREBY LIKELY BE FOUND TO BE PREEMPTED BY A  
            PLETHORA OF FEDERAL LAWS? 
              
                                      SYNOPSIS

          This recent gut and amend seeks to address the recent  
          controversies surrounding the federal government's national  
          surveillance program overseen by the National Security Agency  
          (NSA).  It appears to be a replica of the introductory version  
          of Senate Bill 828 (Lieu and Anderson), which was introduced  
          several months ago on January 6th.  That measure, which has  
          since been substantially narrowed in scope, is scheduled to be  
          heard in the Senate Public Safety Committee the same day this  
          much broader measure is scheduled to be heard in this Committee.  
           An apparently identical measure to this one, H.B. 161, is being  
          pursued in at least one other state, Utah, by State  
          Representative Marc K. Roberts (R-Utah County).








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          In addition to seeking to bar the state from providing  
          assistance to any federal agency attempting the collection of  
          electronic data or meta data, without the consent of any person  
          not based on a warrant, this bill seeks a host of other broad  
          statutory proscriptions whose terms are potentially vague and  
          whose scope is uncertain.  For example, would the bill  
          potentially conflict with various financial institutions'  
          statutory and regulatory duties to provide mandated information  
          relating to lending and account origination on a regular basis?   
          Or would it prevent them from complying with federal law to  
          provide consumer electronic data to the federal government  
          without consumer consent or a search warrant, thereby penalizing  
          corporations for simply complying with federal laws and  
          regulations?  Would the measure thereby be found to be preempted  
          by various federal laws? 

          In support, the author acknowledges that the bill seeks to  
          codify the principle that California may refuse to comply with  
          federal laws and potentially federal court orders, stating that  
          "Our state has a long history of noncompliance with Federal laws  
          that are unconstitutional, from medical marijuana to the passage  
          of AB 351 last year, and it can essentially enact the same  
          philosophy in regards to the NSA."  There is no known  
          organizational support or opposition for this measure, but this  
          may partially be because the measure only came into being this  
          month.  

           SUMMARY  :  Prohibits, among other things, the state from helping  
          the federal government to collect electronic or so-called  
          metadata without consent or a bona fide search warrant.   
          Specifically,  this bill  :  

          1)Declares that it is the policy of the state to refuse to  
            provide material support, participation, or assistance to a  
            federal agency, or pursuant to a federal law, rule,  
            regulation, or order, that purports to authorize the  
            collection of electronic data or meta data of a person  
            pursuant to an action not based on a warrant that is issued  
            upon probable cause and that particularly describes the  
            persons, places, and things to be searched or seized.

          2)Provides, notwithstanding any law, rule, regulation, or order,  
            a state agency, political subdivision of the state, or officer  
            or employee thereof acting in his or her official capacity, or  








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            corporation providing services on behalf of the state or a  
            political subdivision, that the state shall not do any of the  
            following:

             a)   Provide, in any form, material support, participation,  
               or assistance to a federal agency, or pursuant to a federal  
               law, rule, regulation, or order, that purports to authorize  
               the collection of electronic data or metadata of a person  
               pursuant to an action not based on a warrant that is issued  
               upon probable cause and that particularly describes the  
               persons, places, and things to be searched or seized.

             b)   Utilize any assets, state funds, or funds allocated by  
               the state to local entities on or after January 1, 2015, in  
               whole or in part, to engage in an activity that aids a  
               federal agency, federal agent, or corporation providing  
               services to the federal government in the collection of  
               electronic data or metadata of a person pursuant to an  
               action not based on a warrant that is issued upon probable  
               cause and that particularly describes the persons, places,  
               and things to be searched or seized.

             c)   Provide services, or participate or assist in any way in  
               providing services, to a federal agency, federal agent, or  
               corporation providing services to the federal government  
               that is involved in the collection of electronic data or  
               metadata of any person pursuant to an action not based on a  
               warrant that is issued upon probable cause and that  
               particularly describes the persons, places, and things to  
               be searched or seized.

             d)   Use in a criminal investigation or prosecution any  
               information provided by a federal agency, federal agent, or  
               corporation providing services to the federal government  
               that was obtained through the collection of electronic data  
               or metadata of any person pursuant to an action not based  
               on a warrant that is issued upon probable cause and that  
               particularly describes the persons, places, and things to  
               be searched or seized.

          3)Provides that the Attorney General may bring an action in  
            court to enforce this bill.

          4)Provides that state grant funds shall be withheld from a  
            political subdivision of the state that adopts an ordinance,  








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            resolution, or policy in violation of #2) above during the  
            first full fiscal year immediately following the year in which  
            a final judicial determination is made that the political  
            subdivision has violated #2) above in an action brought under  
            this bill.  

             a)   For purposes of this bill, defines "state grant funds"  
               to mean funds that are awarded to a political subdivision  
               of the state pursuant to a state grant program.

             b)   Provides that an officer or employee of the state or a  
               political subdivision of the state who is found to have  
               violated #2) above in a final judicial determination shall  
               be deemed to have resigned from his or her office or  
               employment, and he or she shall thereafter be ineligible to  
               serve in any public office or public employment within this  
               state.

             c)   Provides that a corporation providing services on behalf  
               of the state or a political subdivision of the state that  
               is found to have violated #2) above in a final judicial  
               determination shall be ineligible to provide services on  
               behalf of, or provide services to, the state or a political  
               subdivision of the state.

          5)Contains a severability clause.

           EXISTING LAW  :  

          1)Provides, under the U.S. Constitution, that "the right of the  
            people to be secure in their persons, houses, papers, and  
            effects, against unreasonable searches and seizures, shall not  
            be violated, and no warrants shall issue, but upon probable  
            cause, supported by oath or affirmation, and particularly  
            describing the place to be searched and the persons or things  
            to be seized."  (4th Amendment of the U.S. Constitution.)

          2)Holds that the U.S. Constitution implies a right to privacy in  
            various aspects of one's personal life.  (See, e.g., Griswold  
            v. Connecticut (1965) 381 U.S. 479; Roe v. Wade (1973) 410  
            U.S. 113).)

          3)Provides, in the California Constitution, that "the right of  
            the people to be secure in their persons, houses, papers and  
            effects against unreasonable seizures and searches may not be  








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            violated; and a warrant may not issue except on probable  
            cause, supported by oath or affirmation, particularly  
            describing the place to be searched and the persons and things  
            to be seized."  (Article I, Section 13 of the California  
            Constitution.)

          4)Provides, in the California Constitution, that "All people . .  
            . have inalienable rights.  Among these are . . . pursuing and  
            obtaining safety, happiness, and privacy."  (Cal. Const. Art.  
            I, Section 1.)

          5)Holds that the California constitutional right to privacy  
            defends against intrusions both by governmental and  
            nongovernmental actors.  (Hill v. National Collegiate Athletic  
            Assn. (1994) 7 Cal.4th 1, 16.)

          6)Defines a "search warrant" as an order in writing in the name  
            of the People, signed by a magistrate, directed to a peace  
            officer, commanding him or her to search for a person or  
            persons, a thing or things, or personal property, and in the  
            case of a thing or things or personal property, bring the same  
            before the magistrate.  (Penal Code Section 1523.)

          7)Vests in Congress the power to "provide for the common defense  
            and general welfare of the United States" (U.S. Const. Art. I,  
            Section 8), and the President's Oath of Office includes a  
            pledge to "protect and defend the Constitution of the United  
            States" (U.S. Const. Art. II, Section 1).  

          8)Permits under federal law, except as specified, the Attorney  
            General of the United States and Director of National  
            Intelligence to authorize, for a period of up to one year, the  
            targeting of persons reasonably believed to be located outside  
            the United States to acquire foreign intelligence information.  
             (The Foreign Intelligence Surveillance Act of 1978 ("FISA"  
            Pub.L. 95-511, 92 Stat. 1783, 50 U.S.C. ch. 36.)

          9)Authorizes the Director of the Federal Bureau of  
            Investigation, or his or her designee, to make an application  
            for an order requiring the production of any tangible things,  
            as specified, for an investigation to obtain foreign  
            intelligence information not concerning a United States person  
            or to protect against international terrorism or clandestine  
            intelligence activities.  (Id.)                           









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           FISCAL EFFECT  :  As currently in print this bill is keyed fiscal.

           COMMENTS  :  This very recent gut and amend measure (created on  
          April 8th) appears to be a replica of the introductory version  
          of Senate Bill 828 (Lieu and Anderson) which was introduced  
          several months previously on January 6th.  That measure, which  
          has since been substantially narrowed in scope, is scheduled to  
          be heard in the Senate Public Safety Committee the same day this  
          much broader measure is scheduled to be heard in this Committee.  
           An apparently identical measure to this one, H.B. 161, is being  
          pursued in at least one other state, Utah, by State  
          Representative Marc K. Roberts (R-Utah County).  In addition to  
          seeking to bar the state from providing assistance to any  
          federal agency attempting the collection of electronic data or  
          meta data, pursuant to an action not based on a warrant, this  
          bill seeks a host of other broad statutory proscriptions whose  
          terms are potentially vague and whose scope is uncertain.  

          According to the author, the bill is in response to recent  
          information about the NSA's surveillance program.  He states in  
          support of the measure that:

               AB 2468 asserts California's right as a state to not  
               comply with the unconstitutional invasion of our privacy  
               by the NSA.  Our state has a long history of  
               noncompliance with Federal laws that are  
               unconstitutional, from medical marijuana to the passage  
               of AB 351 last year, and it can essentially enact the  
               same philosophy in regards to the NSA.  If passed, this  
               bill will reserve the people's right to protect all  
               Californians from this ongoing suspension of our civil  
               liberties and make sure that we are all secure from the  
               government reading our emails and listening to our phone  
               calls.            

           The Many Uncertain Implications of the Measure's Potential  
          Implementation  :  This bill is very broad in its scope and terms,  
          many of which are not easily discernible.  For example, the bill  
          states that the state shall not "provide, in any form, material  
          support, participation, or assistance to a federal agency, or  
          pursuant to a federal law, rule, regulation, or order, that  
          purports to authorize the collection of electronic data or  
          metadata of a person pursuant to an action not based on a  
          warrant that is issued upon probable cause and that particularly  
          describes the persons, places, and things to be searched or  








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          seized."   The Committee may wish to explore with the author  the  
          uncertain contours of this provision.  

          For example, would the bill potentially conflict with various  
          financial institutions' statutory and regulatory duties to  
          provide mandated information relating to lending and account  
          origination on a regular basis?  Or would it prevent them from  
          complying with federal law to provide consumer electronic data  
          to the federal government without consumer consent or a search  
          warrant, thereby penalizing corporations for simply complying  
          with federal laws and regulations?  Would the measure thereby be  
          found to be preempted by various federal laws?
           

            Although Not Expressing Any Position on This Measure,  
          TechAmerica Has Raised Similar Concerns With the Nearly  
          Identical Cousin of This Measure That Is Being Pursued in Utah  :   
           TechAmerica, which is a major voice for the U.S. technology  
          industry, has raised many of these concerns regarding the  
          similar Utah legislation noted above.  Amongst those concerns,  
          it states that this type of measure would "have the unintended  
          consequences of disrupting provision of services to the state of  
          Utah and its political subdivisions.  For example, if the Utah  
          state government uses specific company email services, it would  
          not be able to continue doing so under HB 161 [the similar  
          measure to this bill] because the companies providing these  
          email services will presumably be required to provide  
          information to the federal government.  Instead, Utah would have  
          to cease using these services and find new, potentially  
          less-experienced vendors."  (Letter dated March 5, 2014, from  
          Kelly McKechnie Hitt, DirectorState Government Affairs - Western  
          Region, TechAmerica, on file in the Committee.)

           

          Background -- The Federal Government And The State Of California  
          Already Are Required to Strike A Careful and Difficult Balance  
          Protecting Constitutional Rights And Promoting Public Safety  :   
          As noted above, the California Constitution affirms the  
          importance of civil liberties, both with its protection against  
          unreasonable searches and seizures (Cal. Const. Art. I, Section  
          13) and its specific guarantee of the inalienable right to  
          privacy (Cal. Const. Art. I, Section 1).  The federal government  
          recognizes the former right in the Fourth Amendment and the  
          latter right in a variety of Supreme Court decisions.  (See,  








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          e.g., Griswold v. Connecticut (1965) 381 U.S. 479; Roe v. Wade  
          (1973) 410 U.S. 113; Lawrence v. Texas (2003) 539 U.S. 558.)   
          The United States has a long history of protecting civil  
          liberties, and California has of course been at the forefront of  
          this fight.  Indeed, as the author notes, these constitutional  
          rights are the cornerstone of our democracy.



          At the same time, however, it is important to reiterate that  
          Congress has the power to "provide for the common defense and  
          general welfare of the United States" (U.S. Const. Art. I,  
          Section 8), and the President's Oath of Office includes a pledge  
          to "protect and defend the Constitution of the United States"  
          (U.S. Const. Art. II, Section 1).  Keeping the country safe and  
          secure is also an extremely important responsibility of both  
          Congress and the President.  Both those institutions repeatedly  
          note that protecting the nation's security is among their top  
          priorities.


           The Relationship Between Civil Liberties And National Security  
          Has Long Been The Subject Of Delicate Balancing, And That  
          Balancing Act Has Been Made Even More Complex With Newer  
          Electronic Means For Both Communication And Surveillance  :   
          Surveillance by the National Security Agency (NSA) has been in  
          the public discourse since even before the September 11, 2001  
          terrorist attacks.  In 1978, Congress enacted the Foreign  
          Intelligence Surveillance Act (FISA), which regulated the  
          surveillance of foreign targets and created the Foreign  
          Intelligence Surveillance Court (FISC).  The FISC is a  
          specialized court designed to review, and when appropriate,  
          approve court orders for foreign surveillance.  FISA has been  
          amended several times since September 11, 2001, including by the  
          Patriot Act of 2001, which was spearheaded by President Bush and  
          enacted just six weeks after the September 11th attacks.  FISA  
          allows the surveillance of "agents of foreign powers," and,  
          among other things, the Patriot Act extended the definition to  
          include terrorists not working for any specific foreign  
          government.  



          A New York Times article in December, 2005, revealed that  
          President Bush had signed a presidential order in 2002  








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          permitting the NSA to monitor, without a warrant, international  
          phone calls and emails from the United States.  This  
          surveillance led to many lawsuits, including Hepting v. AT&T  
          (N.D.Cal. 2006), which sought to prevent AT&T from cooperating  
          with domestic surveillance by the NSA.  That case was dismissed  
          as a result of the FISA Amendments Act (FAA) of 2008, which  
          granted immunity to any person who provided assistance to the  
          intelligence community.  (See In re National Sec. Agency  
          Telecommunications Records Litigation (9th Cir. 2011) 671 F.3d  
          881, 894 cert. denied (2012) 133 S.Ct. 421; other cases, such as  
          Jewel v. National Security Agency (N.D.Cal. 2008), are ongoing.)  
           

           

          Serious Questions About Federal Surveillance Programs Continue  
          to Be Raised About The Reach Of NSA Surveillance:   Last year,  
          information about federal surveillance programs was leaked to  
          news organizations by Edward Snowden, a former CIA employee and  
          former NSA contractor, who has now been granted asylum in  
          Russia.  First revealed was a court order requesting all  
          metadata from Verizon's phone records.  Much about the context  
          of this order is not known, but varying news reports suggest  
          that such orders have been given regularly since about 2007.   
          Based on publicly available information, it appears - but we do  
          not yet know for sure since the reports about this issue are  
          changing daily -- that the federal government does not receive  
          recordings of phone calls or listen in on calls under this  
          program.  As of now, reports continue to suggest that the NSA  
          currently receives information regarding phone numbers dialed,  
          call duration, and other such metadata. 



           Federal Assurances That The Nation's Surveillance Programs Are  
          In Fact Saving American Lives  :  In response to reports on the  
          surveillance programs, and massive media coverage raising  
          concerns about their scope, various government officials have  
          stated that these surveillance programs have helped to foil  
          numerous specific terror plots and catch dozens of terrorists.   
          In addition, they note that Congress has been briefed regularly,  
          and a federal court has approved the surveillance requests, as  
          required.  Thus, they argue that all three branches of the  
          federal government have had some role in overseeing programs  
          critical to protect national security and have helped to ensure  








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          their constitutional legitimacy.



          However, some reports have reportedly surfaced on a number of  
          errors made by the federal government when seeking information  
          through these programs.  According to the Washington Post, an  
          NSA audit from May 2012 purportedly counted 2,776 incidents of  
          unauthorized collection in the preceding 12 months, most of  
          which were allegedly unintended, and one in ten of which were  
          due to typographical errors in analyst queries.  Reportedly,  
          too, about two-thirds of these incidents occurred in relation to  
          foreign calls, not domestic calls.  Only a few serious  
          violations have been publicly disclosed however.



           President Obama's Announcement Last Year About Federal Reforms  
          in This Area  :  On August 9, 2013, in response to ongoing press  
          reports and controversies, President Obama announced that he  
          would pursue reforms of these programs.  Conceding, "It's not  
          enough for me, as president, to have confidence in these  
                                           programs; the American people need to have confidence in them as  
          well," the President announced several steps that his  
          Administration would take to improve the programs, increase  
          their transparency, and ensure their constitutionality.  These  
          steps include: working with Congress to pursue appropriate  
          reforms to the section of the Patriot Act that authorizes the  
          NSA program that collects telephone records; pursuing reforms  
          that improve the public's confidence in the oversight conducted  
          by the FISC; providing the public as much information about  
          surveillance programs as possible; and the formation of a high  
          level group of outside experts to review the entire intelligence  
          and communications technologies, which has since reported its  
          findings, some of which the President states he is implementing,  
          though the extent to which this is curtailing perceived  
          overreaches by the NSA remains unclear and evolving. 
           
          ARGUMENTS IN SUPPORT  :  Though not communicating support for the  
          similar measure in California, in Utah where a virtually  
          identical bill is being pursued by State Representative Marc K.  
          Roberts (R-Utah County) one website commentator insightfully  
          wrote in support of that measure that it would appear to allow  
          the State of Utah to legally "shut off the 1.7 million gallons  
          of water a day necessary to cool the U.S. National Security  








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          Agency Utah Data Center computers in Bluffdale, Utah."   
          (  www.UtahConcealedCarry.com  .)
           
          ARGUMENTS IN OPPOSITION  :  IT Alliance for Public Sector writes  
          in opposition to the similar Senate version of the bill that:

               [The bill] could be interpreted as barring any company  
               doing business with the state or a political subdivision  
               from contracting for any business with the identified  
               federal agency. Such a prohibition would seem to apply  
               broadly to any corporate offering, from janitorial  
               services to electronic data collection and anything in  
               between. 

               [The bill] could be interpreted to prohibit the  
               obligation of state or political subdivision funds in a  
               contract with a corporation that also contracts with any  
               federal agency to collect electronic data or metadata,  
               except as defined?  Many California-based companies  
               provide technology goods and analytic services which are  
               important to the provision of national and homeland  
               security for U.S. citizens and this would seem to  
               unnecessarily jeopardize their ability to compete for  
               business with the state or political subdivisions. 

               [The bill] could be interpreted to prohibit assistance or  
               services from the affected entities should they wish to  
               promote economic development or offer incentives to  
               companies to locate in the state or a particular  
               political subdivision. 

          California District Attorneys Association argues that to the  
          extent that the bill "purports to prohibit the use of evidence  
          gathered by federal agencies legally under the United States  
          Constitution, it violates the California Constitution's  
          provisions concerning Truth-in-Evidence enacted by the voters  
          through Proposition 8 (1982)."

          The California Police Chiefs Association notes that the bill, "a  
          law that appears to forbid local officials from cooperating with  
          federal agencies, would mean no local police in robbery and  
          kidnap cases being handled by the FBI, no participation of local  
          agencies if the FBI and Department of Homeland Security were  
          investigating Boston-marathon like terrorism in connection with  
          a Los Angeles based event, no joint task force or cooperation  








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          with federal agencies in connection with inter-state crimes such  
          as human trafficking, cargo theft, identity theft, narcotics  
          trafficking, as well as a whole host of other serious crimes."

           Prior Related Legislation  :  AJR 26 (Allen) of 2013:  Urged  
          Congress and the President of the United States to make the  
          protection of civil liberties and national security equal  
          priorities, to immediately discontinue any practices contrary to  
          the Fourth Amendment, and to instruct national security agencies  
          to ensure that national security is achieved without invasive  
          violations of civil liberties.  Failed in this Committee by a  
          vote of 3-1.

          AJR 27 (Donnelly) of 2013:  Sought to have the Legislature  
          formally support the passage of the "LIBERT-E" Act in Congress,  
          which sought to restrict federal surveillance activities but was  
          defeated in Congress.  Failed in this Committee by a vote of  
          1-1.

          AB 351 (Donnelly) of 2013:  Prohibits state agencies, political  
          subdivisions, employees, and members of the California National  
          Guard on official state duty from knowingly aiding an agency of  
          the Armed Forces of the United States in enforcing specified  
          federal laws if the agency, political subdivision, employee, or  
          National Guard member violates the United States or California  
          Constitutions, or any state law by providing that aid.  Chapter  
          450, Stats. 2013.
           
          REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           
          None on file

           Opposition 
           
          None on file
           
          Analysis Prepared by  :  Drew Liebert / JUD. / (916) 319-2334