BILL ANALYSIS                                                                                                                                                                                                    �






                             SENATE JUDICIARY COMMITTEE
                         Senator Hannah-Beth Jackson, Chair
                              2013-2014 Regular Session


          SB 1337 (DeSaulnier)
          As Amended April 21, 2014
          Hearing Date: April 29, 2014
          Fiscal: Yes
          Urgency: No
          TMW


                                        SUBJECT
                                           
                             Public Records and Reports

                                      DESCRIPTION  

          Existing law, the California Public Records Act (CPRA), requires  
          public agencies to make public records open to inspection at all  
          times.  This bill would provide that once a state agency has  
          determined that a CPRA request is for a disclosable public  
          record in the possession of the state agency, the state agency  
          must provide the record as soon as possible and no later than 30  
          days of determining that it is disclosable.

          Existing law requires specified reports to be submitted to the  
          Legislature, state agencies and departments.  This bill would  
          require those reports to 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 or her knowledge.

                                      BACKGROUND 

          The California Public Records Act (CPRA), enacted in 1968,  
          requires public disclosure of public agency documents.  The CPRA  
          gives every person the right to inspect and obtain copies of all  
          state and local government documents not exempt from disclosure.  
           (Gov. Code Sec. 6253.)  The CPRA requires each public agency,  
          upon a request for a copy of records and within 10 days from  
          receipt of the request, to determine whether the request, in  
          whole or in part, seeks copies of disclosable public records in  
          the possession of the agency and requires the agency to promptly  
          notify the person making the request of the determination and  
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          the reasons therefor.

          Although existing law requires the public agency, within 10 days  
          from receipt of the records request, to make a determination on  
          whether records are disclosable, it does not specifically  
          provide a deadline by which the public agency must provide the  
          records to the requestor.  This bill would require state  
          agencies to produce disclosable public records as soon as  
          possible but no later than 30 days from the date of  
          determination that the records are disclosable.  

          Existing law also requires specified reports to be submitted to  
          the Legislature, state agencies and departments.  This bill  
          would require those reports to 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 or her knowledge.

          The report requirement in this bill is substantially similar to  
          AB 1135 (Strickland, 2007), which was vetoed by Governor  
          Schwarzenegger because the report veracity requirement would  
          create an inconsistent system in which some of the information  
          submitted by a public agency is subject to declarations of truth  
          while other information used by the Legislature is not.  He also  
          argued that existing law already provides criminal penalties for  
          submitting a false report, and the Legislature already has the  
          ability to question the accuracy of all information presented to  
          it.  AB 1135 was not referred to this Committee.  AB 2404  
          (Klehs, 2006) and AB 1625 (Klehs, 2005) also contained a similar  
          report requirement and were both vetoed.

          This bill was heard in the Senate Committee on Governmental  
          Organization on April 22, 2014, and passed out on a vote of  
          10-0.

                                CHANGES TO EXISTING LAW
           
           1.Existing law  , the California Constitution, declares the  
            people's right to transparency in government.  ("The people  
            have the right of access to information concerning the conduct  
            of the people's business, and therefore, the meetings of  
            public bodies and the writings of public officials and  
            agencies shall be open to public scrutiny....")  (Cal. Const.,  
            art. I, Sec. 3.)

             Existing law  , the California Public Records Act (CPRA),  
                                                                      



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            governs the disclosure of information collected and maintained  
            by public agencies.  (Gov. Code Sec. 6250 et seq.)  Generally,  
            all public records are accessible to the public upon request,  
            unless the record requested is exempt from public disclosure.   
            (Gov. Code Sec. 6254.)  There are 30 general categories of  
            documents or information that are exempt from disclosure,  
            essentially due to the character of the information, and  
            unless it is shown that the public's interest in disclosure  
            outweighs the public's interest in non-disclosure of the  
            information, the exempt information may be withheld by the  
            public agency with custody of the information.  
             
            Existing law  defines state agency, for purposes of the CPRA,  
            to include every state office, department, division, bureau,  
            board, and commission or other state body or agency, except  
            for the Legislature and the Judiciary.  (Gov. Code Sec. 6252.)

             Existing law  provides that except with respect to public  
            records exempt from disclosure by express provisions of law,  
            each state or local agency, upon a request for a copy of  
            records that reasonably describes an identifiable record or  
            records, 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.  (Gov. Code  
            Sec. 6253(b).)

             Existing law  requires each agency, upon a request for a copy  
            of records and within 10 days from receipt of the request, to  
            determine whether the request, in whole or in part, seeks  
            copies of disclosable public records in the possession of the  
            agency and requires the agency to promptly notify the person  
            making the request of the determination and the reasons  
            therefor. (Gov. Code Sec. 6253(c).)
             
            Existing  law provides that in unusual circumstances, the  
            10-day time limit may be extended by written notice from the  
            head of the agency or his or her designee to the person making  
            the request, setting forth the reasons for the extension and  
            the date on which a determination is expected to be  
            dispatched.  No notice shall specify a date that would result  
            in an extension of more than 14 days.  When the agency  
            dispatches the determination, and if the agency determines  
            that the request seeks disclosable public records, the agency  
            shall state the estimated date and time when the records will  
            be made available.  Existing law defines "unusual  
            circumstances" to mean the following, but only to the extent  
                                                                      



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            reasonably necessary to the proper processing of the  
            particular request:
                 the need to search for and collect the requested records  
               from field facilities or other establishments that are  
               separate from the office processing the request; 
                 the need to search for, collect, and appropriately  
               examine a voluminous amount of separate and distinct  
               records that are demanded in a single request; 
                 the need for consultation, which shall be conducted with  
               all practicable speed, with another agency having  
               substantial interest in the determination of the request or  
               among two or more components of the agency having  
               substantial subject matter interest therein; and
                 the need to compile data, to write programming language  
               or a computer program, or to construct a computer report to  
               extract data.  (Gov. Code Sec. 6253(c).)

             Existing law  prohibits construing the CPRA to permit an agency  
            to delay or obstruct the inspection or copying of public  
            records.  (Gov. Code Sec. 6253(d).)

             This bill  would provide that once a state agency has made a  
            determination that a request is for a disclosable public  
            record in the possession of the state agency, the state agency  
            shall promptly provide the requested public record, and no  
            disclosable public record shall be provided later than 30 days  
            from the date of the determination.  

             This bill  would provide that in unusual circumstances, the  
            30-day time limit may be extended by written notice by the  
            head of the agency or his or her designee to the person making  
            the request, setting forth the reasons for the extension and  
            the date on which the disclosable public record is expected to  
            be provided; however, no notice shall specify a date that  
            would result in an extension for more than 14 days.
           
           2.  Existing law  generally sets out the requirements for the  
            submission of written reports by public agencies to the  
            Legislature, the Governor, the Controller, and state  
            legislative and other executive entities.  (Gov. Code Sec.  
            7550 et seq.)

             This bill  would require a written report submitted to the  
            Legislature, a Member of the Legislature, or any state  
            legislative or executive body by any state agency or  
            department to include a signed statement by the head of that  
                                                                      



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            agency or department (including the head of every state agency  
            or department, including, but not limited to, elected  
            officials of state government, and any state official whose  
            duties are prescribed by the California Constitution)  
            declaring that the factual contents of the report are true,  
            accurate, and complete to the best of his or her knowledge.
             
            This bill  , with respect to the Franchise Tax Board, would  
            require that signed statement to be made by the executive  
            officer of that board, and with respect to the State Board of  
            Equalization, the statement shall be made by the executive  
            director of that board.

             This bill  would define "written report" to mean either (1) a  
            document required by statute to be prepared and submitted to  
            the Legislature, or any state legislative or executive body,  
            or (2) A document, summary, or statement requested by a Member  
            of the Legislature.

             This bill  would provide that the declaration in the signed  
            statement as to the truth, accuracy, and completeness of the  
            factual contents of the written report would not apply to any  
            forecasts, predictions, recommendations, or opinions contained  
            in the written report.

             This bill  would authorize a civil penalty up to $20,000,  
            exclusively assessed and recovered in a civil action brought  
            by the Attorney General, against any person who declares, with  
            respect to the written report, as true any material matter the  
            he or she knows to be false.

                                        COMMENT
           
          1.  Stated need for the bill  
          
          The author writes:
          
            Under current law, the California Public Records Act  
            [(CPRA)]directs public agencies to determine whether a public  
            records act request, in whole or in part, is disclosable and  
            respond to the requester within 10 days.  Under unusual  
            circumstances, public agencies may notify the requester that  
            an extension is necessary to make this determination.  The  
            extension may not exceed 14 days. 

            Currently, there is no set deadline for public agencies to  
                                                                      



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            deliver documents under the [CPRA].  Current law states that  
            once a public agency has determined that records are  
            disclosable under the public records act, the agency "shall  
            make the records promptly available to any person upon payment  
            of fees covering direct costs of duplication, or a statutory  
            fee if applicable." 

            SB 1337 requires a state agency to provide a public record as  
            soon as possible and no later than 30 days after the date that  
            the agency has determined that a request is for a disclosable  
            public record in the possession of the agency. 

            Under current law heads of state departments or agencies have  
            no liability for misrepresenting facts in reports to the  
            legislature or a state executive body.  The construction of  
            the new eastern span of the Bay Bridge was 10 years late and  
            over $5 billion over budget.  This project particularly  
            illustrated how problematic it can be when department and  
            agency heads are not held accountable.  During Joint  
            Legislative Audit Committee hearings in the early 2000s to  
            review the audit on the Bay Bridge project, it was found that  
            Caltrans and other agency heads had withheld information from  
            the Legislature or misrepresented certain facts, such as cost  
            overruns and evidence of project mismanagement.  

            SB 1337 requires a written report 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 written  
            report are true, accurate, and complete to the best of his or  
            her knowledge. 

          2.  Statutory deadline for public record production  

          Existing law, under the CPRA, provides a statutory deadline of  
          10 days from receipt of a records request for a public agency to  
          make a determination on whether the records requested are  
          disclosable.  (Gov. Code Sec. 6253(c).)  This bill would provide  
          a statutory deadline for the actual production of the  
          disclosable public records by requiring state agencies to  
          promptly produce disclosable public records and provide the  
          records no later than 30 days from the date of determination  
          that the records are disclosable.  

          The author notes that the CPRA requires public agencies to make  
                                                                      



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          public records promptly available upon payment of fees to cover  
          the costs of providing copies of the records.  This bill would  
          further the legislative intent for public documents to be made  
          available promptly to the public.  Since there may be times that  
          the public records requested are voluminous, extensive, or  
          housed off-site, this bill would provide a savings clause  
          similar to the existing provision for delayed determinations of  
          disclosable records.  This bill would provide that the  
          production date may be extended up to 14 days in unusual  
          circumstances, and this bill utilizes the existing definition of  
          unusual circumstances as applied to determinations.

          3.  Report provision  

          This bill would require a written report submitted to the  
          Legislature, a Member of the Legislature, or any state  
          legislative or executive body by any state agency or department  
          to 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 or her  
          knowledge.  That report provision, which is substantially  
          similar to the enrolled versions of AB 1135 (Strickland and  
          Spitzer, 2007), AB 2404 (Klehs, 2006), and AB 1625 (Klehs,  
          2005), was approved by the Senate Committee on Governmental  
          Organization on April 22, 2014.

          AB 1135, AB 2404, and AB 1625 were approved by the Senate  
          Committee on Government Organization or its predecessor but not  
          referred to this Committee since those bills did not contain the  
          provisions regarding the California Public Records Act as in  
          this bill.  Those bills were vetoed, and in his veto of AB 1135,  
          Governor Schwarzenegger 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 [L]egislature's deliberative process  
                                                                      



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            is not.


           Support  :  None Known

           Opposition  :  None Known

                                        HISTORY
           
           Source  :  Author

           Related Pending Legislation  :  None Known

           Prior Legislation  :  

          AB 1135 (Strickland and Spitzer, 2007) See Background; Comment  
          3.

          AB 2404 (Klehs, 2006) See Background; Comment 3.

          AB 1625 (Klehs, 2005) See Background; Comment 3.

           Prior Vote  :  Senate Committee on Governmental Organization (Ayes  
          10, Noes 0)

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