BILL ANALYSIS                                                                                                                                                                                                    �



                                                                            



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                                    THIRD READING


          Bill No:  SB 1009
          Author:   Liu (D)
          Amended:  As introduced
          Vote:     21

           
           SENATE GOVERNMENTAL ORGANIZATION COMMITTEE  :  8-0, 3/25/14
          AYES:  Correa, Berryhill, Cannella, De Le�n, Galgiani,  
            Hernandez, Torres, Vidak
          NO VOTE RECORDED:  Lieu, Padilla, Vacancy

           SEN APPROPRIATIONS COMMITTEE  :  Senate Rule 28.8


           SUBJECT  :    Public records

           SOURCE  :     Secretary of State Debra Bowen


           DIGEST  :    This bill authorizes the Secretary of State (SOS) to  
          evaluate gubernatorial records to determine which records should  
          be preserved in the State Archives.

           ANALYSIS  :    

          Existing law:

           1. Requires, under the Public Records Act, state and local  
             agencies to make records available to any person upon payment  
             of fees to cover costs, subject to specified exemptions. 

           2. Requires the Governor to transfer public records from the  
             Governor's Office to the State Archives as soon as  
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             practicable after leaving office. 

           3. Authorizes the Governor to restrict, in writing, public  
             access to any of the transferred public records, or any other  
             writings he/she may transfer, which have not already been  
             made accessible to the public, except as specified.

          This bill authorizes the SOS to evaluate gubernatorial records  
          to determine which records should be preserved in the State  
          Archives.  Specifically, this bill: 

           1. Enables the SOS to appraise and manage new or existing  
             public records that are transferred to the State Archives  
             when a Governor leaves office to determine whether the  
             records are appropriate for preservation in the State  
             Archives.

           2. Directs the SOS to employ professional archival practices,  
             including, but not limited to, appraising the historic value  
             of the records, arranging and describing the records,  
             rehousing the records in appropriate storage containers, or  
             providing any conservation treatment that the records  
             require.

           Background
           
          In 1947, the Legislature directed the SOS to establish a Central  
          Record Depository for the receipt and custody of all records  
          required or permitted by law to be filed or deposited in the  
          Office of the SOS (AB 1028, Field, Chapter 1556).  The  
          legislation also permitted the SOS to determine records  
          retention periods before records were destroyed, and to  
          determine what records would be "microphotographed" before being  
          destroyed.

          Legislation enacted in 1963 (AB 2006, Marks, Chapter 1786)  
          created the Department of General Services (DGS) and transferred  
          the Central Record Depository to DGS.  In 1965, the State  
          Records Management Act was enacted 
          (AB 1124, Marks, Chapter 371) which directs DGS to administer a  
          records management program that applies efficient and economical  
          management, retention, preservation, and disposal of state  
          records.


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           Comments
           
          According to author's office, when a Governor leaves office,  
          he/she must transfer all public records to the State Archives,  
          regardless of their archival value.  Although state law  
          authorizes the SOS to appraise all other state agency records  
          and remove inappropriate and duplicative documents, the law does  
          not permit the SOS to manage records from California's Governors  
          in the same fashion.  Absent the authority to properly appraise  
          and manage gubernatorial records, the State Archives is required  
          to retain every record sent over from each departing Governor,  
          regardless of the record's archival value. 

          As a result, the State Archives is running out of storage space  
          much more rapidly than it otherwise would.  The volume of  
          records from the last three Governors alone exceeds 10,000 cubic  
          feet, which is nearly 10% of the total volume of records held in  
          the State Archives.

           FISCAL EFFECT  :    Appropriation:  No   Fiscal Com.:  Yes    
          Local:  No

           SUPPORT  :   (Verified  4/7/14)

          Secretary of State Debra Bowen (source)
          California Historical Records Advisory Board
          Society of California Archivists

           ARGUMENTS IN SUPPORT  :    The bill's sponsor, the SOS, states  
          that this bill will allow the State Archives Division of the  
          SOS' Office to appraise and manage gubernatorial records.  This  
          will promote wise use of state property and reduce fiscal  
          pressures.  Storage space at the State Archives is currently at  
          85% of capacity and is expected to reach full capacity in four  
          to six years.  This bill will allow the SOS to appropriately  
          preserve important public documents and make them more  
          accessible to the people of California.


          MW:k  4/8/14   Senate Floor Analyses 

                           SUPPORT/OPPOSITION:  SEE ABOVE

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