BILL ANALYSIS                                                                                                                                                                                                    �







                      SENATE COMMITTEE ON PUBLIC SAFETY
                            Senator Loni Hancock, Chair              S
                             2013-2014 Regular Session               B

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          SB 933 (Anderson)                                           
          As Amended April 21, 2014 
          Hearing date:  April 29, 2014
          Penal Code
          AL/AA:mc

                            PROBATION: GRADUATED SANCTIONS  

                                       HISTORY                       

          Source:  Author     

          Prior Legislation: None

          Support: Unknown

          Opposition:None known


                                         KEY ISSUE
           
          SHOULD CHIEF PROBATION OFFICERS BE REQUIRED TO ESTABLISH AND  
          IMPLEMENT A SYSTEM OF GRADUATED SANCTIONS FOR PROBATION VIOLATIONS?


                                       PURPOSE

          The purpose of this bill is to mandate county chief probation  
          officers to establish a protocol for the imposition of graduated  
          sanctions for violations of probation conditions, as specified. 

           Current law  defines "probation" as "the suspension of the  
          imposition or execution of a sentence and the order or  




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          conditional and revocable release in the community under the  
          supervision of a probation officer."  (Penal Code � 1203(a).)

           


          Current law  generally authorizes courts to grant probation to  
          persons convicted of crimes, except as specified.  (Penal Code  
          � 1203 et seq.)
           
          Current law  provides for the offices of adult probation  
          officer, assistant adult probation officer, and deputy adult  
          probation officer.  (Penal Code �� 1203.5; 1203.6; Code of  
          Civil Procedure � 131.3 et seq.)  "Except where a separate  
          office of adult probation officer has been created by local  
          charter, probation officers, assistant probation officers, and  
          deputy probation officers appointed under the Juvenile Court  
          Law are ex officio adult probation officers, assistant adult  
          probation officers, and deputy adult probation officers."  (3  
          Witkin Cal. Crim. Law Punishment � 503 (some citations  
          omitted); Penal Code � 1203.5.)

           Current law  requires probationers to be placed under the  
          supervision of the county probation officer who may determine  
          the type and level of supervision in following with the  
          court-ordered conditions of probation.  (Penal Code �  
          1202.5(a).) 

           Current law  requires probation officers to report to the court  
          any violations to the conditions of probation by individuals  
          under their supervision.  (Penal Code � 1203.12.)

           Current law  authorizes the court to modify the conditions of  
          probation for probation violators, including the reimprisonment  
          of the probation violator in county jail.  (Penal Code �  
          1203.1(j).) 

           Current law  establishes a parole violation decisionmaking  
          instrument as a standardized tool used by the Secretary of the  
          Department of Corrections and Rehabilitation (CDCR) to determine  




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          the "most appropriate" sanctions given relevant case factors for  
          parolees who violate the conditions of their parole.  (Penal  
          Code � 3015(b).)

           This bill  requires county chief probation officers to establish  
          a protocol for the imposition of graduated sanctions for  
          probation violations with a "menu of prescriptive sanctions for  
          common suspension violations," including, but not limited to 1)  
          failure to report; 2) failure to pay fines, fees, or victim  
          restitution; 3) failure to participate in a required program,  
          service, or training; 4) failure to complete community service;  
          5) violation of a protective order or a stay-away order; and 6)  
          failure to refrain from the use of alcohol or controlled  
          substances.

           This bill  requires the probation department to take into  
          consideration, at a minimum, the following factors when imposing  
          graduated sanctions: 1) the severity of the current violation;  
          2) the probationer's criminal record; 3) the probationer's  
          assessed risk level; and 4) the imposition of sanctions imposed  
          for any previous violations. 
           





                     RECEIVERSHIP/OVERCROWDING CRISIS AGGRAVATION

          For the last several years, severe overcrowding in California's  
          prisons has been the focus of evolving and expensive litigation  
          relating to conditions of confinement.  On May 23, 2011, the  
          United States Supreme Court ordered California to reduce its  
          prison population to 137.5 percent of design capacity within two  
          years from the date of its ruling, subject to the right of the  
          state to seek modifications in appropriate circumstances.  

          Beginning in early 2007, Senate leadership initiated a policy to  
          hold legislative proposals which could further aggravate the  
          prison overcrowding crisis through new or expanded felony  




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          prosecutions.  Under the resulting policy known as "ROCA" (which  
          stands for "Receivership/ Overcrowding Crisis Aggravation"), the  
          Committee held measures which created a new felony, expanded the  
          scope or penalty of an existing felony, or otherwise increased  
          the application of a felony in a manner which could exacerbate  
          the prison overcrowding crisis.  Under these principles, ROCA  
          was applied as a content-neutral, provisional measure necessary  
          to ensure that the Legislature did not erode progress towards  
          reducing prison overcrowding by passing legislation which would  
          increase the prison population.  ROCA necessitated many hard and  
          difficult decisions for the Committee.

          In January of 2013, just over a year after the enactment of the  
          historic Public Safety Realignment Act of 2011, the State of  
          California filed court documents seeking to vacate or modify the  
          federal court order to reduce the state's prison population to  
          137.5 percent of design capacity.  The State submitted in part  
          that the, ". . .  population in the State's 33 prisons has been  
          reduced by over 24,000 inmates since October 2011 when public  
          safety realignment went into effect, by more than 36,000 inmates  
          compared to the 2008 population . . . , and by nearly 42,000  
          inmates since 2006 . . . ."  Plaintiffs, who oppose the state's  
          motion, argue in part that, "California prisons, which currently  
          average 150% of capacity, and reach as high as 185% of capacity  
          at one prison, continue to deliver health care that is  
          constitutionally deficient."  

          In an order dated January 29, 2013, the federal court granted  
          the state a six-month extension to achieve the 137.5 % prisoner  
          population cap by December 31st of this year.  

          The ongoing litigation indicates that prison capacity and  
          related issues concerning conditions of confinement remain  
          unsettled.  However, in light of the real gains in reducing the  
          prison population that have been made, although even greater  
          reductions are required by the court, the Committee will review  
          each ROCA bill with more flexible consideration.  The following  
          questions will inform this consideration:

                 whether a measure erodes realignment;




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                 whether a measure addresses a crime which is directly  
               dangerous to the physical safety of others for which there  
               is no other reasonably appropriate sanction; 
                 whether a bill corrects a constitutional infirmity or  
               legislative drafting error; 
                 whether a measure proposes penalties which are  
               proportionate, and cannot be achieved through any other  
               reasonably appropriate remedy; and
                 whether a bill addresses a major area of public safety  
               or criminal activity for which there is no other  
               reasonable, appropriate remedy.

                                      COMMENTS
         1.Need for This Bill  


          According to the author:


              According to testimony given at the January 30 Senate  
              Committee on Public Safety Informational Hearing on  
              Corrections and Rehabilitation by Chuck DeVore, Vice  
              President for Policy at Texas Public Policy Foundation,  
              Texas has saved taxpayers $119 million dollars by  
              utilizing a system of graduated sanctions for probation  
              which focused on quick and swift sanctions that are short  
              of sending individuals back to prison.

              California is positioned to take similarly proactive steps  
              to reduce recidivism.  However, there are some county  
              probation departments that do not have such a system in  
              place, thereby placing more of a burden on the rest of the  
              correctional system.  This bill would provide that county  
              probation departments develop their own matrix for  
              graduated sanctions.  The bill also sets a few basic  
              minimum while allowing individual counties vast autonomy  
              to develop their own system that works best for them.

              Graduated probation sanctions seek to identify and enforce  
              the various levels of violations committed by individuals  




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              on parole and match them with graduated and appropriate  
              sanctions as an alternative to returning parolees to  
              prison.  According to a report on Probation and Parole  
              Violations by the National Conference of State  
              Legislatures, graduated sanctions are designed to  
              effectively "hold offenders accountable for breaking the  
              rules; address the issues causing the violations; minimize  
              interruption to the offender's work and family life; and  
              minimize the cost of incarceration to the state."

              A system of graduated sanctions allows probation  
              departments to issue swift sanctions on all levels of  
              violations, which has proven effective in deterring  
              parolees from committing greater and more serious  
              violations because it sends a strong message that all  
              violations are taken seriously.  Graduated sanctions  
              provide parole departments with a powerful tool to help  
              lower recidivism rates and thereby save the state money  
              through reducing the number of parolees returning to  
              prison. 












         2.Background: Probation in California


           In June of 2003, the Probation Services Task Force Final  
          Report<1> was issued by the Judicial Council and the California  
          State Association of Counties.  The report was the product of 18  
          court, county and probation professionals who spent nearly three  


          ---------------------------
          <1> http://www.courts.ca.gov/documents/fullReport.pdf.



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          years studying a broad range of issues relating to probation in  
          California.  The report explained:

              Probation occupies a unique and central position in  
              the local and state justice structure.  It serves as a  
              linchpin of the criminal and juvenile justice systems  
              and is the one justice system partner that regularly  
              collaborates with all stakeholders as an offender  
              moves through the system.  Probation connects the many  
              diverse stakeholders, including law enforcement; the  
              courts; prosecutors; defense attorneys;  
              community-based organizations; mental health, drug and  
              alcohol, and other service providers; the community;  
              the victim; and the probationer.

          Historically, California's probation system struggled under  
          severe constraints and yielded poorer outcomes when compared to  
          probation populations in other states.  Funded through a  
          patchwork of grants, funds, and fees, county probations  
          departments lacked the stable and adequate funding base  
          necessary to carry out effective supervision, management, and  
          programming strategies.  Probation officers often faced  
          overburdened caseloads due to a large, needy, and growing number  
          of probationers.  In 2010, California had the third largest  
          probation population in the nation at an estimated 350,000  
          probationers with numbers only expected to increase with growing  
          population trends.<2>  With some counties falling behind in best  
          practices and inadequately funded, California also had a  
          probation success rate 10 percent lower than other states.  In  
          2009, the CDCR estimated that 40 percent of new admissions to  

          ---------------------------


          <2> Legislative Analyst's Office.  (2009).  Achieving Better  
          Outcomes for Adult Probation.  
           








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          state prisons were revocations from probation.<3>  County  
          probation departments were chronically overwhelmed, ineffective,  
          and dysfunctional. 


          In response to high recidivism rates among probation violators,  
          the Legislature passed SB 678 (Leno) in 2009 creating the  
          Probation Performance Incentive Funding Program.  Counties that  
          successfully reduce the rate of probation revocation are awarded  
          a portion of state savings from lower prison costs.  Funds  
          awarded through the program have to be reinvested in the  
          implementation of evidence-based programs and practices to  
          reduce recidivism.  SB 678 also creates High Performance Grants  
          to award proactive counties that already have low probation  
          failure rates.  A 2013 Judicial Council Report<4> assessing the  
          success of the SB 678 Program found highly encouraging results.   
          According to the report:


                The SB 678 program and its performance-based funding  
                mechanism has created significant state savings by  
                lowering the number of probationers sent to state  
                prison over the past three years.  In 2010, the first  
                calendar year county probation departments  
                implemented the SB 678 program, the average daily  
                population in state prison dropped by 6,008  
                offenders.  The state's overall probation failure  
                rate, defined in statute as the percentage of adult  
                ----------------------


          <3> Pew Center on the States.  (2012).  The Impact of  
          California's Probation Performance Incentive Funding Program.   
          


          <4> Judicial Council of California.  (2013).  Report on the  
          California Community Corrections Performance Incentives Act of  
          2009.   
          



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                felony probationers who are sent to state prison,  
                dropped from the 2006-2008 baseline rate of 7.9% to  
                6.1% in 2010, a 23% reduction.  In both 2011 and  
                2012, the probation failure rate continued to  
                decline.  In 2012, the probation failure rate was  
                5.3%, a 33% reduction from the baseline ? 


                A fundamental component of SB 678 is the  
                implementation of evidence-based practices (EBP) by  
                county probation departments.  SB 678 defines  
                evidence-based practices as "supervision policies,  
                procedures, programs, and practices demonstrated by  
                scientific research to reduce recidivism among  
                individuals under probation, parole, or Postrelease  
                supervision."  While no probation department in the  
                state has fully implemented evidence-based practices  
                in all facets of supervision, all counties have  
                expanded their use of EBP elements, including  
                actuarial risk and needs assessments, collaboration  
                among local justice system partners, more effective  
                supervision of offenders, more effective treatment  
                programs for offenders, and more effective management  
                practices.


         3.What this Bill Would Do  


          SB 933 would require county chief probation officers to develop  
          and implement a system of graduated sanctions for probationers,  
          which take into consideration specified factors such as the  
          probationer's risk level and severity of the violation.  The  
          system of graduated sanctions would be required to include  
          appropriate sanctions for common supervision violations, as  
          specified.  

         4.Other Systems of Graduated Sanctions: Parole Violation Decision  
          Making Instrument (PVDMI)  





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          The Parole Violation Decision Making Instrument (PVDMI) is a  
          structured decision matrix used by parole agents to recommend  
          appropriate sanctions as determined by parolee risk level and  
          violation severity.  First piloted in 2008, the PVDMI was  
          developed to reduce the high number of returning parolees by  
          systemically changing how parole violations were handled.  Upon  
          determining that a parole violation has occurred, a parole agent  
          will enter the parolee's information and committed violations  
          into the computer-automated PVDMI.  Taking into consideration  
          the severity of the most serious violation, the parolee's  
          calculated risk-to-recidivate, and any stabilizing or  
          destabilizing factors indicated by the parole agent, the PVDMI  
          will generate a range of possible sanctions at the recommended  
          intensity response level.  Response levels range from least  
          intensive (behavioral contract or verbal reprimand) to  
          moderately intensive (program referral, increased drug testing)  
          to most intensive sanctions (return to custody or RTC).  PVDMI  
          is now standard operating practice in California (SBX3-18,  
          Ducheny, 2009). 


          In theory, by scaling the intensity of the punishment to the  
          severity of the violation and probationer risk level, graduated  
          sanctions would allow supervising officers to employ less severe  
          community-based sanctions for lesser violations while reserving  
          revocation to prison or jail for subsequent, more serious  
          violations.  The system provides more opportunities for  
          rehabilitation when supervised offenders commit smaller,  
          technical or administrative violations while creating uniformity  
          in sanctions.  When swiftly and consistently applied, graduated  
          responses can act as an effective deterrent for certain  
          offenders and interrupt the cycle of reoffending for others.<5>





          ---------------------------


          ---------------------------
          <5> See Footnote #2.





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          A 2012 UC Irvine study<6> analyzing early results from PVDMI  
          implementation at four parole units found no significant  
          difference in recidivism or parole revocation rates between the  
          piloting and non-piloting sites.  In effect, several factors  
          limited PVDMI implementation, including substantial deviations  
          from the tool's recommendations, parole agents overruling the  
          recommendations due to the lack of treatment options, parole  
          agents or the Board of Parole Hearings overriding  
          recommendations in favor of a higher response level, and the  
          resistance of parole agents to using a tool that would limit  
          their personal discretion.  Beyond anecdotal dissatisfaction  
          reported by parole officers, a full examination of the design  
          and construction of the PVDMI was not included. 


          Given the reported experience of the PVDMI, Committee members  
          may wish to discuss whether requiring probation to use a similar  
          instrument would be an effective strategy for promoting  
          evidence-based practices at the local level. 


          SHOULD GRADUATED SANCTIONS FOR PROBATION BE REQUIRED UNDER STATE  
          LAW?   


         5.Realignment Effects on Probation 


          Under AB 109, California created two new categories for  
          post-conviction release to be overseen by the probation  
          department:


              1.    Postrelease Community Supervision (PRCS) provides  
                community supervision for certain persons sentenced to  
                state prison for non-violent, non-serious, or  
                non-sexual crimes after release.
              -----------------------
          <6> Turner, S. et al. (2012).  Evaluation of the California  
          Parole Violation Decision-Making Instrument (PVDMI). Journal of  
          Crime and Justice.   
          





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              2.    Mandatory Supervision allows eligible individuals  
                convicted for non-violent, non-serious, non-sexual  
                crimes to serve a portion of their jail sentence in  
                the community under the supervision of a probation  
                officer as part of a split sentence. 


          County probation departments, as the lead agency responsible for  
          PRCS, are required to "determine and order appropriate response  
          to alleged violations, which can include, but shall not be  
          limited to, immediate, structured, and graduated sanctions up to  
          and including imprisonment
































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          in a county jail" under AB 109.  As a strategy to manage the  
          larger caseload following realignment, probation departments are  
                   utilizing graduated sanctions and are in various stages of  
          developing and implementing a sanctions matrix.  
          In 2012, the ACLU released a report<7> reviewing all 53  
          available county realignment implementation plans and reported  
          at least sixteen counties indicating future plans to incorporate  
          graduated sanctions, including Butte, Kern, Madera, Mendocino,  
          Santa Clara, Yuba, Monterey, Riverside, Sacramento, San  
          Francisco, Santa Barbara, Sonoma, Ventura, Yolo, Santa Cruz, and  
          Napa.


          According to the report: 


              San Francisco's plan states that graduated sanction are  
              a key component of effective supervision.  Santa Cruz  
              County's plan notes that even before AB 109  
              implementation began the County was already employing  
              graduated sanctions with probationers through the  
              California Risk Assessment Pilot Project.  Santa Cruz  
              will expand the use of graduated sanctions during Phase  
              2 of its AB 109 implementation from October 2011 to  
              March 2012. 


              Madera County provides perhaps the most detail  
              concerning its planned use of graduated sanctions.   
              Madera's probation department will employ graduated  
              sanctions before revoking PRCS.  The implementation plan  
              goes into great detail about this: the probation  
              department has been in the process of reviewing various  
              graduated sanctions programs and processes, and will be  
              -----------------------


          <7> ACLU. (2012). Public Safety Realignment: California at a  
          Crossroad.  
          



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              collaborating with probation departments in the Central  
              Valley to determine the best sanctions matrix system  
              utilized by other agencies across the state and nation.   
              The department is currently reviewing systems and  
              sanction matrix' currently used by the Pennsylvania  
              Department of Corrections, the Oregon Department of  
              Corrections and the Napa County Probation Department.   
              The Madera plan specifies that its graduated sanction  
              strategies for violating supervision conditions will  
              include: imposition of up to 10 days jail (flash  
              incarceration); increased supervision and reporting  
              requirements, increased drug and alcohol testing; and  
              referrals to community service, self-help alcohol and  
              drug treatment, and inpatient programs. 


              In Butte County, the Probation Department will utilize  
              graduated sanctions prior to long-term incarceration  
              when a supervised individual violates his or her  
              conditions of probation or PRCS.  Intermediate sanctions  
              will include community service, mandatory residential or  
              outpatient substance abuse treatment, electronic  
              monitoring, and flash incarceration.


          WOULD REQUIRING GRADUATED SANCTIONS IN STATE LAW PROMOTE THE  
          INNOVATION, COLLABORATION, AND LOCALLY-RESPONSIVE DEVELOPMENT OF  
          GRADUATED SANCTIONS ALREADY OCCURING AT THE COUNTY LEVEL? 


          DO THE FACTORS REQUIRED FOR CONSIDERATION BY THIS BILL REFLECT  
          THOSE FOUND IN PREVIOUSLY VALIDATED GRADUATED SANCTIONS TOOLS?    



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