California Policy Research Guide


Steps detailed below...
1. Choose a policy to research and read the statute.

2. Note the year, the chapter number, the bill number, and author of the policy.
3. Read and copy the bill "history."
4. Read all of the versions of the bill.
5. Check for a Senate or Assembly Floor Analysis of the bill.
6. Check for committee analyses of the bill.
7. Check the Senate and Assembly Journals.
8. Check for published committee reports or hearings.
9. Check the State Archives for unpublished materials.
10. Call legislative offices.

11. Expand your search.

 

Before You Begin
Researching California legislation is challenging. Legislative history material is not as readily available for California legislation as it is for federal legislation. Committee hearings on bills are usually not transcribed and reports on bills are rarely prepared. There is no written record of debate. There are, however, some sources that you can routinely check to trace the history of a California statute. This guide describes those sources. Most important among them are the various versions of a bill, which (as noted in Step 6) you should always consult as part of your search for legislative history.

Doing a Legislative History
Follow the steps below, preferably in the order suggested. A simple checklist for keeping track of each step as you complete it is provided.

For questions about legislative history research, consult with your professor or Ask a Librarian.


1. Choose a policy to research and read the statute.
Legislative policies, in order to be effectively research, must have become actual law. You will need to locate an enacted law, called a statute, to begin your assignment. This can be a difficult step if you have no particular kind of policy in mind. Luckily, there are tools that allow you to chose a policy area and view legislation passed during a particular year. You can also locate California statutes for specific policy areas if you have a topic already in mind.

Source of STATUTES:

California State Legislature (1993- ).
Search by chapter number, chapter year, or keyword. The original statute may be viewed and printed. http://www.legislature.ca.gov/port-statute.html

Official California Legislative Information (1993- ).
Search by chapter number, chapter year, or keyword. The original statute may be viewed and printed. http://www.leginfo.ca.gov/statute.html

Senate Office of Research (1998- ).
Browse by policy area. Note bill number, year, author. Look up bill in one of the other statute sources. VERY USEFUL IF YOU DO NOT HAVE A TOPIC BUT DO HAVE A GENERAL AREA OF INTEREST. HIGHLY RECOMMENDED.
http://www.sor.govoffice3.com/index.asp?Type=B_LIST&SEC={78E1CF94-861F-4853-AEAF-4ED9BC71D3C5}

Statutes of California and Amendments to the Codes (1854-1919).
Statutes of California (1921-1967).
Statutes of California and Digest of Measures (1968-date).
KFC25 A213 (Law Reference)
Choose a year. Look up topic in the index in the back of the last volume of that year. Use the chapter number referenced next to the topic to find the text of the statute. Look up the chapter number in the "Table of Laws Enacted" to find the bill number and sponsors (front of first volume of each year).

 

2. Note the year, the chapter number, the bill number, and author of the policy.
This citation helps you find the original statute, if not already located in step 1. All numbers will be important when conducting further research and when writing your paper.

Your bill numbers should appear as S.B. (for Senate Bill) or A.B. (for Assembly Bill) or a similar variations for other bill forms.


3. Read and copy the bill "history."
The bill "history" is actually a chronology of actions taken on the bill. Critical information from the "history" includes: (1) bill authors and sponsors; (2) dates of amendments; and (3) reviewing committees. Information about committees helps you find published or unpublished reports or hearings. Knowing authors' and sponsors' names lets you request from them any unpublished information on file, and eventually researching authors and sponsors can help determine their motivations or interests in drafting the law.

Bill histories are listed by bill number and are printed in each sessions' Senate (or Assembly) Final History (or, before 1964, in the Final Calendar of Legislative Business). You can find more current bill histories online. See below for options.

Sources of BILL HISTORIES before and after 1993:

Senate or Assembly Final Histories (1961- ). California Documents, L505 H5s/a.
Senate or Assembly Final Histories (1981- ). California Documents, Microfiche.

Sources of BILL HISTORIES for 1993 and after:

California State Legislature (1993- )
Search by keyword or by bill number. Search by keyword or by bill number. http://www.legislature.ca.gov/

Official California Legislative Information (1993- )
Search by keyword or by bill number. Search by keyword or by bill number. http://www.leginfo.ca.gov/bilinfo.html

 

4. Read all of the versions of the bill.
This is the single most important step in researching the California legislative history. Often the only clues to intent are in (1) the occasional explicit statement of intent, (2) whatever you can infer from the language of the bill - the various amendments, additions, and deletions made to the bill as it went through the legislative process, or (3) the Legislative Counsel's Digest, which precedes the text of the bill. (A Legislative Counsel's Digest accompanies each version of every bill and compares current law to the proposed bill.)

Sources of BILLS before and after 1993:

California Documents, Microfiche (1961- ).
Look up the bill number to find all versions.

Sources of BILLS after 1993:

California State Legislature (1993- )
Official California Legislative Information (1993- )


5. Check for a Senate or Assembly Floor Analysis of the bill.

These nonpartisan analyses of bills provide a committee digest, comments, fiscal effects, and amendments.

Sources of FLOOR ANALYSIS (current and historic):

State Archives. Contact archives staff with bill number and year to request documents related to your bill. (See Step 9, below, for more information.)

Sources of FLOOR ANALYSIS after 1993:

California State Legislature (1993- )
Official California Legislative Information (1993- )

 

6. Check for committee analyses of the bill.

These analyses offer insights into the potential effect of the legislation and indicate which interest groups supported or opposed the bill. Only non-partisan analyses are available, and superseded analyses are not included.

Sources of COMMITTEE ANALYSES (current and historic):

State Archives. Contact archives staff with bill number and year to request documents related to your bill. (See Step 9, below, for more information.)

Sources of COMMITTEE ANALYSES (1993- ):

California State Legislature (1993- )
Official California Legislative Information
(1993- )


7. Check the Senate and Assembly Journals.

Contains the proceedings of the Senate and Assembly (does not include debate). Such proceedings include: the title of each measure considered and the vote, messages from the Governor and Senate/Assembly, reports from Senate/Assembly committees and other agencies as required by law, and the contents of petitions, memorials, or other papers presented to and authorized by the Senate and Assembly. Sometimes include Legislative Counsel opinions, legislators' letters of intent and other communications about bills. Although these valuable documents will not be available for many bills, you should always check the Journals to see if they contain anything useful regarding your bill.

Sources of SENATE & ASSEMBLY JOURNALS (1850-date):

Journal of the Senate (1850 - date). California Documents, L505 J7s.
Journal of the Assembly (1850 - date). California Documents, L505 J7a.

Official California Legislative Information.
Senate Daily Journal (Oct. 2002 - date). http://www.leginfo.ca.gov/senate-journal.html

California Assembly site.
Assembly Daily Journal (1995 - date). http://www.assembly.ca.gov/clerk/billslegislature/srchframe.htm


8. Check for any published committee reports or hearings.

It is rare to find published reports and hearings, but some do exist. Generally the published reports or hearings rarely concentrate on a specific bill. Instead, they tend to focus on a more general problem facing the State. Therefore, when consulting the sources below, be sure to check the years immediately preceding the bill for hearings and reports on the general subject addressed by the bill. Most hearings are never transcribed. For very recent hearings, however, it is sometimes possible for interested persons to request a transcript from the chair of the committee that conducted the hearing.

To find out which committees may have conducted hearings or issued reports on a bill, consult the Final Calendar or Final History (described in Step 3).

Sources of PUBLISHED HEARINGS:

Meriam Library's California Documents Collection. 4th floor.
To find hearings in the Meriam Library, you must first search either the California State Library Catalog or Melvyl to find the relevant California Documents call number. Then, use that call number to look in our California Documents collection for the hearing.

California Hearings and Reports Index: (Hastings Law Library) (1984-date)
Search this site to determine what hearings have been held since 1884. Searchable by keyword, bill number, and committee.


9. Check the State Archives for unpublished files (hearings, etc.).

The state archives contain a wide variety of background information on legislation. Some of the major resources are listed below. For each of these resources, the content of the files may vary drastically from one bill to another, and for some bills no file may exist at all. Always check with the Archives for availability before traveling to Sacramento. If you call the Archives in advance, they can tell you whether they have a file on the bill and how many pages it contains. For a fee, they will make copies for you, or you can visit the Archives and make your own copies. If you choose to have the Archives make copies, expect a turn-around time of at least a week. Always have the year and bill number before calling the Archives.

Contact:

California State Archives (http://www.ss.ca.gov/archives/)
1020 "O" Street, 4th Floor
Sacramento, CA 95814.
(916) 653-7715 (General Information)
(916) 653-2246. (Reference)
Email: ArchivesWeb@ss.ca.gov
Hours: Monday - Friday, 9:30 am to 4:00 pm

Description of legislative resources at the Archives: http://www.ss.ca.gov/archives/level3_legrecords.html.

Governor's Chaptered Bill File (1943-1998). A file the governor reviews before signing or vetoing a bill. Useful material might include: "enrolled bill memoranda" or "enrolled bill reports." Some governors, however, sealed their chaptered bill files and others never gave them to the Archives. (Beginning with the Wilson administration, all governors are required by law to deposit their public papers in the Archives.).

Committee Bill Files (1960- ). Files prepared by the committee considering the bill. These include: analyses; summaries of testimony; minutes; legislative counsel opinions; miscellaneous background material.

Committee Hearing Files (1940- ). Files (often containing transcripts) from committee consideration of a particular issue. May include consideration of one or more bills. Besides transcripts, other useful material might include: statements or testimony not in transcripts; legislative counsel opinions; various background documents.

Authors' Bill Files (ca. 1950- ). Maintained by the author of the bill. (Legislators are not required to deposit these with the Archives, but many do.) At best, a thorough documentary record tracking the progress of the bill. May include: documents prepared by interested third parties; press releases; other background information.

Agency Legislative Records (dates vary). Documents generated by state agencies with an interest in the legislation. May include: analyses; policy memoranda; position statements; background information. Particularly useful if the bill in question originated with the agency.

Caucus Bill Files (1973- ). Contains: Democratic and Republican party caucus analyses reflecting the parties' views.

Legislative Bill File (1849- ). Contains: summary and text of bill (and amendments); name of author; record of progress through the legislature. Useful only in the absence of other information.


10. Call legislative offices for any unpublished information.

For relatively recent legislation it is often useful to call: (1) the author and sponsors of the bill; (2) the committee(s) that considered it; and/or (3) any partisan caucuses (the Assembly Republican and Democratic Caucuses and the Senate Majority and Minority Caucuses) that may have been involved. A staff person may be willing to search the relevant files for useful documentation on the bill.

Phone numbers for individual legislators as well as committees and caucuses are printed in the California State Government Directory. The Senate and Assembly web pages also give contact information.

Sources of STATE DIRECTORY INFORMATION (current):

California Blue Book: KFC721 Z9 C3 2000 (Ready Reference, behind the reference desk)

California Senate: http://www.senate.ca.gov/. Select the "Senators," "Committees," or "Offices/Caucuses" link.

California Assembly: http://www.assembly.ca.gov/. Select the "Member Directory," "Committee Directory," "Democratic Caucus," or "Republican Caucus" link.

 

11. Expand your search by consulting one or more of these sources:

Newspaper Articles. Articles in California newspapers (especially the Los Angeles Times, the Sacramento Bee, and the San Francisco Chronicle) may provide clues to the background and purpose of the legislation. You may also find quotes from parties interested in the outcome of the bill, including industry lobbyists, grassroots activists, and legislators.

When searching newspapers, try searching any of the following: the bill number, the topic of the bill, the common name of the bill, or the sponsor(s).

Sources of NEWSPAPERS (current and historic):

LexisNexis Academic. Access LexisNexis through the ReSEARCH Station / Articles & Databases page. Once in the database, select Guided News Search / U.S. News / California... Newspapers include:
Fresno Bee (1/1994-)
Los Angeles Times (last 6 months)
Sacramento Bee (1/2002-)
San Diego Union-Tribune (1/2000-)
San Francisco Chronicle (10/1989-)
San Jose Mercury News (10/11/1996-)

National Association of Newspapers.
Select California from the map or pull-down menu.
http://www.newspaperlinks.com/

The Sacramento Bee as the Capitol's paper, has particularly good legislative coverage. http://www.sacbee.com/
A fee-based searchable archive (from 1984 to date) is available at http://www.sacbee.com/static/live/search/index.html.

Journal Articles. Articles in journals can provide studies of policy problems, examination of the effectiveness of existing policies, and insights into how other communities tackle particular problems.

Sources of JOURNAL ARTICLES (current and historic):

To find recommendations for journal databases, visit the ReSEARCH Station / Subject Guides / Public Administration. Try searching several databases, specifically ABI/Inform and Academic Search.


*This guide has been adapted by Kathi Fountain from a guide prepared by
Lee Ryan, Senior Reference Librarian
at the University of San Francisco's Zief Law Library.

updated 08.18.2005 by kcf