The Zumbrun Law Firm v. California Legislature

165 Cal. App. 4th 1603, 82 Cal. Rptr. 3d 525, 2008 Cal. App. LEXIS 1326
CourtCalifornia Court of Appeal
DecidedAugust 19, 2008
DocketC054832
StatusPublished
Cited by15 cases

This text of 165 Cal. App. 4th 1603 (The Zumbrun Law Firm v. California Legislature) is published on Counsel Stack Legal Research, covering California Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
The Zumbrun Law Firm v. California Legislature, 165 Cal. App. 4th 1603, 82 Cal. Rptr. 3d 525, 2008 Cal. App. LEXIS 1326 (Cal. Ct. App. 2008).

Opinion

Opinion

BLEASE, Acting P. J.

Plaintiff, The Zumbrun Law Firm, brought this action as a taxpayer against defendants California Legislature, its Committees on Rules and others, 1 seeking declaratory and injunctive relief, claiming that *1609 a contract for the Capitol Park Safety and Security Improvements Project (Capitol Project), entered into by the Committees on Rules of the Legislature to improve security measures at the Capitol by controlling access to the State Capitol building and grounds, violated the separation of powers doctrine of the state Constitution 2 and unlawfully restricted competitive bidding under the State Contract Act (Pub. Contract Code, § 10100 et seq.) by requiring an all-union workforce. Plaintiff also sought, but was denied in part, records relating to the contract under the Legislative Open Records Act (LORA; Gov. Code, § 9070 et seq.). 3

The trial court concluded the contract did not violate the separation of powers or the State Contract Act. It also concluded that the denial of discovery of certain records did not violate LORA. We agree.

The contract did not violate the separation of powers doctrine of article HI, section 3 of the Constitution because under article IV, section 7 of the Constitution, the Legislature retains powers necessary to its lawmaking functions, including the power to protect the safety and security of the Legislature, its members and any buildings and grounds used by the Legislature. (See also Ex parte McCarthy (1866) 29 Cal. 395.) The Legislature did not delegate this function to the Department of General Services (Department or General Services) when it created the Department to provide management and technical services for the state. (§ 14600.) Lastly, the Legislature is not bound by the competitive bidding requirements of the State Contract Act, and the documents sought are exempt from discovery under LORA and the Constitution. 4

We shall affirm the judgment.

FACTS RELATING TO SEPARATION OF POWERS

On January 16, 2001, a big rig truck rammed into the south entrance to the State Capitol, causing a fire and major structural damage, and killing the truck’s driver. Close on the heels of that disaster came the horrifying events of September 11, 2001. As a result, the Joint Rules Committee, which acts as the administrative arm of the Legislature, determined that increased security measures were necessary at the State Capitol building.

*1610 On July 1, 2005, the Senate and Assembly Rules Committees entered into a contract with Howard S. Wright Construction Company for construction of the Capitol Project. The project provided for the erection of vehicle barriers around Capitol Park and the construction of two visitor pavilions to serve as controlled public entrances to the Capitol building. The single clause in the contract that is the driving factor in this litigation is the requirement that the contractor and subcontractors employ an all-union workforce.

The Joint Rules Committee requested that the Department assume the task of managing the construction project and through the Assembly Committee on Rules entered into an interagency agreement with the Department to manage the Capitol Project.

The trial court found that the Legislature, not General Services, was the contracting party, that the Legislature was not subject to the State Contract Act or its competitive bidding requirements, and that General Services’s involvement in the project as the project manager did not trigger the application of the State Contract Act to the Legislature. The court also found that General Services had no contracting power to delegate, as that power resided exclusively with the Legislature. The court further found there was no violation of the separation of powers clause of the Constitution on the ground the letting of a contract for building or repair work is not exclusively an executive function.

FACTS RELATING TO THE LEGISLATIVE OPEN RECORDS ACT

On December 5, 2005, plaintiff made a request pursuant to LORA for certain writings, including e-mail communications. The request was sent to the Legislature, its Rules Committees, and individual members of the Rules Committees. The requests sought documents related generally to the administration of public contracts for construction projects involving the State Capitol, and specifically to the requirement in the Capitol Project contract that the work be performed by union-only contractors and subcontractors. 5

The Senate, Assembly, and Joint Committees on Rules responded on behalf of all recipients of the request, pursuant to section 9074, which states that the appropriate Committee on Rules is deemed to have custody of all legislative *1611 records and is solely responsible for making them available for inspection. The identical responses related that LORA provides a number of exemptions from disclosure, specifically for (1) preliminary drafts, notes, or legislative memoranda; (2) correspondence of and to individual members of the Legislature and their staffs; and (3) records that are exempted or prohibited from disclosure pursuant to provisions of federal or state law, including evidentiary privileges.

The responses contained (1) the contract between the Legislature and Howard S. Wright Construction Company for the construction of the Capitol Project, (2) section 01310 of the project manual referenced in the contract, (3) addendum No. 1 to the project manual, and (4) a form outlining the procedure for examining legislative records. They stated that these documents were responsive to categories 3 and 4 of the request and that the committee was not in possession of any additional documents responsive to these or any other categories of the request, or that the documents it had fell within one of the statutory exemptions.

Thereafter, plaintiff directed a near-identical request to the Director of the Department of Finance and to the director of General Services. The Department of Finance had no records responsive to the request, but General Services produced several documents, including copies of e-mails, some of which were internal to General Services, and some of which were between *1612 General Services staff and Senate Rules Committee staff. Also included were handwritten notes taken at two meetings.

Approximately one month after General Services answered the document request, plaintiff filed its complaint in this action seeking injunctive and declaratory relief. Plaintiff alleged defendants violated LORA by, inter alia, failing to search for records and failing to properly identify records not produced.

Plaintiff’s first application for an order declaring that defendants violated LORA and made an unlawful expenditure of public funds by requiring the work to be performed by a union-only workforce, was denied.

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Cite This Page — Counsel Stack

Bluebook (online)
165 Cal. App. 4th 1603, 82 Cal. Rptr. 3d 525, 2008 Cal. App. LEXIS 1326, Counsel Stack Legal Research, https://law.counselstack.com/opinion/the-zumbrun-law-firm-v-california-legislature-calctapp-2008.