BILL ANALYSIS                                                                                                                                                                                                    �






                                                       Bill No:  SB  
          1337
          
                 SENATE COMMITTEE ON GOVERNMENTAL ORGANIZATION
                           Senator Lou Correa, Chair
                           2013-2014 Regular Session
                                 Staff Analysis

          SB 1337  Author:  DeSaulnier
          As Amended:  April 21, 2014
          Hearing Date:  April 22, 2014
          Consultant:  Art Terzakis


                                     SUBJECT  
                           Public Records and Reports

                                   DESCRIPTION
           
          SB 1337 adds a new provision to the Public Records Act  
          (PRA) that requires a state agency, in response to a public  
          records request, to provide the requested public record  
          within 30 days of the date that the agency has determined  
          the request is for a disclosable public record in its  
          possession.  Additionally, this bill adds a new provision  
          to the Government Code that requires written reports  
          submitted to the Legislature or executive body, by any  
          state agency or department, include a signed statement by  
          the head of that agency or department declaring that the  
          factual contents of the report are true, accurate, and  
          complete, to the best of his/her knowledge.   Specifically,  
          this bill:   

          1)Stipulates that once a state agency has determined that a  
            public record request is for a disclosable public record  
            in its possession, the state agency must promptly provide  
            the requested public record and no later than 30 days  
            after the determination. 

          2)Permits the head of the state agency or his/her designee,  
            in unusual circumstances, to extend the 30-day time limit  
            an additional 14 days upon written notice to the  
            requester.

          3)Provides that every written report required to be  
            submitted to the Legislature, a Member of the  




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            Legislature, or any state legislative or executive body  
            by any state agency or department must include a signed  
            statement by the head of that agency or department  
            declaring that the factual contents of the report are  
            true, accurate, and complete to the best of his/her  
            knowledge.  

          4)Stipulates that the provisions of this bill apply to the  
            head of every state agency or department, including but  
            not limited to, elected state officials, and any state  
            official whose duties are prescribed by the California  
            Constitution. 

          5)Provides that with respect to the Franchise Tax Board,  
            the signed statement shall be made by the board's  
            executive officer, and with respect to the State Board of  
            Equalization the signed statement shall be made by the  
            executive director.

          6)Provides that the declaration in the signed statement as  
            to the truth, accuracy, and completeness of the contents  
            of the written report shall not apply to any predictions,  
            forecasts, recommendations, or opinions contained in the  
            report.

          7)Provides that any person who declares as true any  
            material matter that he/she knows to be false shall be  
            liable for a civil penalty not to exceed $20,000.  Also,  
            provides that the civil penalty shall be exclusively  
            assessed and recovered in a civil action by the Attorney  
            General.

                                  EXISTING LAW

           The California Public Records Act (Government Code Section  
          6250 - 6276.48) requires every state or local agency to  
          make public records open to inspection at all times during  
          regular office hours and provides that every person has a  
          right to inspect any public record, except as specified.  

          Existing law requires a state or local agency, within 10  
          days from the receipt of the request, to determine whether  
          the request seeks copies of disclosable public records in  
          the possession of the agency.  (Government Code Section  
          6253)





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          Existing law establishes numerous requirements for state  
          and local government agencies to prepare and submit to the  
          Legislature, the Governor, and other governmental entities,  
          written reports on various subject matters of interest to  
          policymakers and regulatory entities.

          Existing law provides that every willful omission to  
          perform any duty enjoined by law upon any public officer,  
          or person holding any public trust or employment, where no  
          special provision is made for the punishment of such  
          delinquency, is punishable as a misdemeanor.  (Government  
          Code Section 1222)

          Existing law provides that every person who, while taking  
          and subscribing the oath or affirmation, states as true any  
          material matter which he knows to be false, is guilty of  
          perjury, and is punishable by imprisonment in the state  
          prison not less than one nor more than fourteen years.   
          (Government Code Section 1368)

          Existing law provides that every officer authorized by law  
          to make or give any certificate or other writing is guilty  
          of a misdemeanor if he makes and delivers as true any  
          certificate or writing containing statements which he knows  
          to be false.  (Government Code Section 6203)

                                    BACKGROUND
           
           California Public Records Act (PRA):   The PRA is designed  
          to give the public access to information in possession of  
          public agencies.  Public records are open to inspection at  
          all times during the office hours of the agency and every  
          person has the right to inspect any public record except as  
          provided, [and to receive] an exact copy of an identifiable  
          record unless impracticable.  All state and local agencies  
          are covered under the PRA, including any officer, bureau,  
          department, any board, commission or agency created by the  
          agency (including advisory boards) and nonprofit entities  
          that are legislative bodies of a local agency.  The  
          Legislature falls under provisions of the "Legislative Open  
          Records Act" (Government Code Section 9070 - 9080).   
          "Records" include all communications related to public  
          business regardless of physical form or characteristics,  
          including any writing, picture, sound, or symbol, whether  
          paper, magnetic or other media.  Electronic records are  
          included.  An agency has 10 days to decide if copies will  




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          be provided and in unusual circumstances (e.g., request is  
          voluminous, records are kept off-site, or consultation with  
          other agencies is required), the agency may, upon written  
          notice to the requester, give itself an additional 14 days  
          to respond - these time frames may not be used solely to  
          delay access to the records. 

           Purpose of SB 1337:   According to the author's office, this  
          bill is intended to address two significant issues that  
          have arisen in response to a series of legislative hearings  
          reviewing the Bay Bridge Project in which it was found that  
          Caltrans had provided inaccurate information to the  
          Legislature and withheld information or misrepresented  
          certain facts, such as cost overruns and evidence of  
          project mismanagement.   

          The author's office notes that current law provides that  
          once a public agency has determined that records are  
          disclosable under the PRA, the agency is required to make  
          the records promptly available to any person upon payment  
          of fees covering direct costs of duplication, or a  
          statutory fee if applicable.  The author's office states  
          this bill would additionally require that the agency  
          provide a public record promptly and no later than 30 days  
          after the date that it has determined a request is for a  
          disclosable public record in its possession.  The author's  
          office discovered that responses to PRA requests are  
          frequently delayed while paper documents are gathered and  
          that such delays can be problematic, particularly if the  
          requests are from media outlets that play a significant  
          role in informing the public of potential public safety  
          concerns or government abuses.

          The author's office found that Caltrans and other agency  
          heads withheld information or misrepresented vital facts in  
          their reports to the Legislature and to the executive body  
          and under California law, the officials had no liability  
          for their actions.   The Bay Bridge project was 10 years  
          late and $5 billion over budget. This project particularly  
          illustrated how problematic it can be when department and  
          agency heads are not held accountable.  

          This bill would require a signed declaration to attest to  
          the truth, accuracy, and completeness of the factual  
          contents, and not the entire contents of a written report.   
          In fact, this bill specifically states that the declaration  




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          shall not apply to any predictions, forecasts,  
          recommendations, or opinions contained in the written  
          report.  Narrowing the scope of the declaration to only  
          apply to factual content is appropriate, as any  
          predictions, recommendations, or opinions made in written  
          reports are normally based on their factual content.   
          Additionally, the bill would impose a maximum civil penalty  
          of $20,000 on any person who declares as true any material  
          matter that he or she knows to be false.  

           Staff Comments:   This bill contains provisions similar to  
          AB 1135 (Strickland) of 2007, AB 2404 (Klehs) of 2006, and  
          AB 1625 (Klehs) of 2005 - all of which were vetoed by the  
          Governor.  
           
          AB 1135 (Strickland) of 2007 would have required written  
          reports, as defined, submitted by any state agency or  
          department to the Legislature, a Member of the Legislature  
          or any state legislative or executive body to include a  
          signed statement by the head of the agency or department  
          declaring that the factual contents of the report are true,  
          accurate, and complete.

          AB 1135 (Strickland) differed from AB 1625 (Klehs) and AB  
          2404 (Klehs) in that it only required a signed declaration  
          to attest to the truth, accuracy, and completeness of the  
          factual contents, and not the entire contents of a written  
          report.  In fact, AB 1135 stipulated that the declaration  
          shall not apply to any predictions, forecasts,  
          recommendations, or opinions contained in the written  
          report.  The Governor's veto message of AB 1135 stated:

          "As I stated when I vetoed similar legislation last year, I  
          agree that the Legislature should base their decisions on  
          sound information that is true, accurate and complete. To  
          that end, I noted that state law already makes it a  
          misdemeanor for a state or local official to submit a  
          written report containing false information to the State  
          Controller. Further, the Legislature already has the  
          authority to question the accuracy of any information  
          presented to it.   Finally, this bill would create an  
          inconsistent system in which some of the information  
          submitted by the Administration is subject to declarations  
          of truth while all other information used in the  
          legislature's deliberative process is not." 





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          AB 1625 (Klehs) of 2005 would have required written reports  
          that are required to be submitted by any state agency,  
          board, or commission to include a signed statement by the  
          head of the agency or chair of the board or commission,  
          declaring, under the penalty of perjury, that the contents  
          of the report are true, accurate, and complete to the best  
          of his/her knowledge.  The Governor's veto message of AB  
          1625 stated: 

          "I absolutely believe that the Legislature, indeed all  
          elected officials, must base their decisions on information  
          that is true, accurate, and complete.  This bill, requiring  
          legislative reports be submitted under penalty of perjury,  
          only applies to individuals appointed by the Governor and  
          confirmed by the Senate, and to the executive officer of  
          the Franchise Tax Board and the executive director of the  
          Board of Equalization.

          The law already protects against falsified reports to the  
          Legislature.  Department heads must take oaths of office,  
          and various Government and Penal Code provisions set forth  
          duties, obligations, and penalties for the accurate and  
          truthful execution of the operation of state government.   
          Further, the Legislature may already require individuals  
          appearing before it to testify under oath, and false  
          testimony is a felony.  

          I will consider similar legislation that applies to all  
          written materials used in the course of legislative  
          deliberations that applies to any official of the State,  
          elected or appointed by the Governor, the Legislature or  
          any other constitutional officer."

          AB 2404 (Klehs) of 2006 was introduced containing similar  
          provisions as AB 1625, but with several differences.  AB  
          1625 contained language that explicitly stated that the  
          bill did not apply to any elected official of the state, or  
          any official whose duties are prescribed by the California  
          Constitution.  AB 2404 removed those exemptions.  AB 2404  
          also added provisions that required mandatory reports to be  
          submitted to the State Controller by local agencies to also  
          include a statement signed under penalty of perjury.  The  
          Governor's veto message of AB 2404 stated:

          "Although I agree that the Legislature should base their  
          decisions on sound information that is true, accurate and  




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          complete, I believe that this bill is the wrong approach.   
          By requiring that only mandatory reports submitted to the  
          Legislature and [the] State Controller contain signed  
          statements attesting to their accuracy, this bill would  
          create an inconsistent system in which some of the  
          information considered in the legislative process is  
          subject to declarations of truth, while the majority of the  
          written material used in the legislative process is  
          accepted as truth without such verification.

          The Legislature already has the authority to question the  
          accuracy of a report by requiring those responsible for  
          submitting the report to attest to the accuracy of the  
          report under oath.   Given this legislative oversight and  
          the fact that state law already makes it a misdemeanor for  
          a state or local official to submit a written report  
          containing false information to the State Controller, this  
          measure is unnecessary."

           Opposition:   It should be noted that the Committee received  
          letters of opposition from the California Professional  
          Firefighters and the Association of California Water  
          Agencies however their concerns were focused on certain  
          provisions contained in an earlier version of the bill that  
          would have required a state or local agency to provide an  
          "electronic copy of a public record" when the public record  
          is made available in response to a request from a member of  
          the press.  

                            PRIOR/RELATED LEGISLATION
           
           AB 1135 (Strickland) of 2007-08 Session.   Would have  
          required written reports, as defined, submitted by any  
          state agency or department to the Legislature, a Member of  
          the Legislature or any state legislative or executive body  
          to include a signed statement by the head of the agency or  
          department declaring that the factual contents of the  
          report are true, accurate, and complete. (Vetoed) 

           AB 2404 (Klehs) of 2005-06 Session.    Would have required  
          written reports that are required to be submitted by any  
          state agency, board, or commission to include a signed  
          statement by the head of the agency or chair of the board  
          or commission, declaring under the penalty of perjury, that  
          the contents of the report are true, accurate, and complete  
          to the best of his/her knowledge.  (Vetoed)




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           AB 1625 (Klehs) of 2005-06 Session.    Would have required  
          written reports that are required to be submitted to the  
          Legislature by any state agency, board, or commission to  
          include a signed statement by the head of the agency, chair  
          of the board or commission or executive director,  
          declaring, under the penalty of perjury, that the contents  
          of the report are true, accurate, and complete to the best  
          of his/her knowledge.  (Vetoed)
          
           SUPPORT/OPPOSITION:   None on file as of April 17, 2014.
           
          DUAL REFERRAL:   Senate Judiciary Committee
           
          FISCAL COMMITTEE:   Senate Appropriations Committee
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