Judge: Stephen I. Goorvitch, Case: 24STCP03201, Date: 2025-06-13 Tentative Ruling
Case Number: 24STCP03201 Hearing Date: June 13, 2025 Dept: 82
Andrea Alarcon Case No. 24STCP03201
v.
Hearing:
June 13, 2025
Location:
Stanley Mosk Courthouse
Department:
82
City of Palmdale Judge:
Stephen I. Goorvitch
[Tentative] Order Denying in Part Petition
for Writ of Mandate
[Tentative] Order Continuing Hearing on
Petition for Writ of Mandate
INTRODUCTION
Petitioner
Andrea Alarcon (“Petitioner”), an elected member of the Palmdale City Council, seeks
a writ of mandate under the California Public Records Act (“CPRA”) directing Respondent
City of Palmdale (“Respondent” or the “City”) to produce billing records and
invoices transmitted to Respondent by attorney William Curley and/or Harper
& Burns LLP, which serve as the City Attorney. Petitioner also seeks a judicial declaration
stating that she “is entitled to view all or a portion of the billing records
and invoices submitted to Respondent by Respondent’s City Attorney seeking
payment; that Respondent’s denial of access to those records to Petitioner
violates the CPRA; and that Petitioner is entitled to view all Respondent’s
documents reasonably related to her duties as an elected member of Respondent’s
governing board.” (Petition for Writ of Mandate (“Pet.”),
Prayer.) The
petition for writ of mandate and claim for declaratory relief are denied to the
extent Petitioner seeks billing narratives of
any matter, and billing amounts for ongoing matters. The court continues the hearing on the
petition for writ of mandate and claim for declaratory relief to the extent
Petitioner seeks the amounts of fees billed between January 1, 2023, and March
22, 2024, for past matters.
BACKGROUND
A. The City Council and the City Attorney
Petitioner,
an attorney, was elected in 2022 to the Palmdale City Council by the voters of
District #5 of the City. (Alarcon Decl.
¶ 6.) The City Council, composed of five
members, is the governing board of the City of Palmdale. (See Palmdale Mun. Code § 2.08.020.) The City Council is responsible for setting
the policy of the City, including by adopting an annual budget. (See Palmdale
Charter § 200.) The City Council is also
responsible for hiring and firing the City Manager and City Attorney. (Palmdale Municipal Code §§ 2.04.010;
2.06.020; 2.06.030.) As part of its
budgetary duties, the
City Council authorizes the compensation of the City Attorney. (Palmdale
Municipal Code § 2.06.080 [“The City Attorney … shall receive such compensation
as the City Council shall from time to time authorize in the budget….”].)
The City does not currently employ
an in-house counsel and, instead, contracts for its City Attorney services
through the law firm Harper & Burns LLP.
Until approximately April 2025, William Curley of Harper & Burns LLP
was designated the City’s lead City Attorney.
His responsibilities included attending Council Meetings and advising
the City Council. (See Alarcon
Decl. ¶ 8; Curley Decl. ¶ 2.) As
relevant to this petition, the City Attorney’s contract with the City states:
The [City
Attorney] shall maintain adequate records of services provided in sufficient
detail to permit an evaluation of services. … [The City Attorney] shall provide
free access to the representatives of City and/or its designees at reasonable
times to such books and records, shall give City the right to examine and audit
said books and records, shall permit City to make transcripts therefrom as
necessary, and shall allow inspection of all work, data, documents, proceedings
and activities related to this Agreement.
Such records, together with supporting documents, shall be maintained
for a period of three (3) years after receipt of final payment.
(Alarcon
Decl. Exh. A, Section 10.)
B. The City Attorney Investigates
Complaints Made Against Petitioner
William Curley, who served as lead City
Attorney until April 2025, declares that “Petitioner has been the subject of
numerous complaints of misconduct from staff and other Council Members.” (Curley Decl.
4.) Curley states:
The complaints
began escalating in October and November 2023. In response to the complaints of
misconduct, the City Council, as the City of Palmdale’s legislative body,
assigned me the task of handling those complaints….. [T]he Palmdale City
Council had directed the City Attorney to investigate misconduct on behalf of
Petitioner…. As part of the investigation, I spoke with staff members, many of
whom provided factual detail regarding the misconduct allegations….
Additionally, some of the other matters being investigated were personal
matters to which a City Council Member is not privy.
(Id.
¶¶ 4-5, 18-19.) Neither Petitioner
nor Respondent has provided detail about the allegations of misconduct against
Petitioner. (See generally Curley
Decl., Alarcon Decl., and Reply 8-10 and fn. 5.) However, a letter from the City Attorney
dated April 1, 2024, states that the City Council directed Curley to
investigate Petitioner “after her latest arrest for driving under the
influence.” (Alarcon Decl. Exh. F.)
C. Petitioner Requests to Examine the City
Attorney’s Invoices
On November 29, 2023, after complaints
were made against her, Petitioner sent an email to Curley requesting “all the
billing records from [the City Attorney to] the City of Palmdale.” (Alarcon
Decl. ¶ 14, Exh. B.)[1] The City Attorney responded, “I’m sending you
nothing, as you have no right to it as an individua [sic]. You can take it up
with the Council as a whole. You can
file a public records act request if you’d like.” (Ibid.) The following day, Petitioner stated: “I
asked to see your billing records because I need to know what the City is
paying for. This is part of my job as Mayor Pro Tem.” (Ibid.) Curley did not produce the requested
records. (Ibid.)
On November 30, 2023, Petitioner again
requested the City Attorney’s invoices.
This time the request explicitly referenced the CPRA and was made through
Respondent’s public records request online portal. (Alarcon Decl. ¶ 15, Exh. C, D.)
Specifically, Petitioner requested “[a]ll invoices, bills, statements, time
records, financial accountings, requests for payment, and payment disbursement
authorizations for payments made to and services rendered by Harper &
Burns, LLC from 1/1/2023 to 11/30/2023….”
(Ibid.) On December 11,
2023, Respondent requested an extension to respond. On January 17, 2024, Respondent produced 10
pages of heavily redacted images of checks issued by the City to the City
Attorney. (Id. ¶ 15.) Respondent never provided a substantive
written response or asserted any exemptions from disclosure under the
CPRA. (Ibid.)
On March 22, 2024, Petitioner submitted another
request for the City Attorney’s invoices under the CPRA, this time through legal
counsel. Specifically, she requested:
All bills and invoices
of the City Attorney (William Curley and/or Harper & Burns LLP) seeking
payment from the City of Palmdale of attorneys’ fees, expenses and/or
sanctions…All communications (including text messages and emails, regardless of
whether they are on a personal or city email or phone) between the City
Attorney (William Curley and/or Harper & Burns LLP) and City Manager (Ronda
Perez) regarding payment of attorneys’ fees, expenses and/or sanctions…and All
documents describing the tasks performed by the City Attorney (William Curley
and/or Harper & Burns LLP) for which payment has been requested from the
City of Palmdale.
(Alarcon
Decl. ¶ 16, Exh. E.) As relevant to this
writ petition, the third request also asserted:
In determining
whether a document (or portion thereof) is exempt from disclosure, please note
that assertion of the attorney-client privilege would be inappropriate as
Councilmember Alarcon is an officer of the City of Palmdale (the client), and
thus disclosure to Councilmember Alarcon would not operate as a waiver of such
privilege. To avoid any potential for such a waiver, any requested documents
which you contend include privileged content should be provided only to
Councilmember Alarcon directly, and identified as such, so she knows not to
share such documents with anyone outside of the city government.
(Ibid.)
On April 1, 2024, the City Attorney denied
the third request. (Alarcon Decl. ¶ 17,
Exh. F.) The City Attorney justified his
refusal to provide the requested invoices based on his contention that
Petitioner “has no governmental, legislative, or administrative purpose to
obtain these records and so appears to seek them only for a personal reason …
to demean, discredit, and create negative attributes about me.” (Id., Exh. F
[pp. 2-3, 5].)
SUMMARY OF
THE CALIFORNIA PUBLIC RECORDS ACT
Pursuant to the CPRA (Gov. Code § 7921.000, et
seq.), individual citizens have a right to access government records.[2] Article 1, Section 3(b) of the
Constitution affirms that “[t]he people have the right of access to information
concerning the conduct of the people’s business.” The Constitution mandates
that the CPRA be “broadly construed,” while any statute “that limits the right
of access” must be “narrowly construed.”
(See Nat’l Lawyers Guild v. City of Hayward (2020) 9 Cal.5th 488,
507.) “Any
reasonably segregable portion of a record shall be available for inspection by
any person requesting the record after deletion of the portions that are
exempted by law.” (Gov. Code §
7922.525(b).) The CPRA
“does not allow limitations on access to a public record based upon the purpose
for which the record is being requested, if the record is otherwise subject to
disclosure.” (Gov. Code §
7921.300.)
To
establish that an agency has a duty to disclose under the CPRA, the petitioner
must show that: (1) The record “qualifies as a
public record;” and (2) The record is in the possession of the agency. (Anderson-Barker v Sup.Ct. (2019) 31
Cal.App.5th 528, 538.) Once that initial
burden is met, the agency has the burden to prove “that a particular record is
exempt from disclosure.” (Sacramento County Employees’ Retirement
System v. Superior Court (2013) 195 Cal.App.4th 440, 453.)
“[B]ecause the party opposing disclosure under
any CPRA exemption always bears the burden of proving the exemption applies …
on the facts, doubtful cases must always be resolved in favor of
disclosure.” (Essick v. County of
Sonoma (2022) 81 Cal.App.5th 941, 950.)
While government agencies are generally “entitled to a presumption that
they have reasonably and in good faith complied with the obligation to disclose
responsive information,” that presumption is not absolute, as there is “a
statutory presumption that all governmental records are available to any
person.” (ACLU of Northern Cal. v.
Sup.Ct. (2011) 202 Cal.App.4th 55, 83.)
To carry its burden, the [agency] must describe the justification for
nondisclosure with reasonably specific detail and demonstrate that the
information withheld is within the claimed privilege or exemption. This process
cannot require an agency to disclose the very information it seeks to protect.
Having both the burden of proof and all the evidence, the agency has the
difficult task of justifying its withholding the documents without
compromising that very act by revealing too much information. However, declarations supporting the agency’s
claims of exemption must be specific enough to give the requester a meaningful
opportunity to contest the withholding of the documents and the court to
determine whether the exemption applies.
The agency must describe each document or portion thereof withheld, and
for each withholding it must discuss the consequences of disclosing the
sought-after information.
(Golden Door Properties, LLC v. Sup. Ct. (2020)
53 Cal.App.5th 733, 790, citations and internal quotations and alterations
omitted.)
In camera review of the unredacted records is permitted
under the CPRA, but it is not required.
(See e.g. Gov. Code § 7923.105(a); see American Civil Liberties Union of Northern Cal. v. Superior Court (2011)
202 Cal.App.4th 55, 74.) However, the trial court may
not order review of documents in camera to
determine whether the attorney-client privilege applies. (Evid. Code § 915(a).)
EVIDENTIARY ISSUES
Petitioner requests judicial notice of: (1) This court’s
records in Smith et al. vs. City of Palmdale, Case No. 22STCV18219
“demonstrating that case concluded more than a year ago, and that the City of
Palmdale was represented by Harper & Burns LLP”; and (2) The transcription
of a portion of the January 22, 2025 meeting of the Palmdale City Council,
attached as Exhibit H. There is no
objection. The court grants the
request.
Respondent
requests judicial notice of City Clerk’s Certification, Authentication and Attest
of the Charter of the City of Palmdale, California 2009 attached as Exhibit
I. There is no objection. The court grants the request.
DISCUSSION
A. Petitioner Has No Greater Right to
Access than the General Public
As
an initial matter, Petitioner takes the position that her membership on the
City Council entitles her to access to the records. The City may—or may not—have a ministerial
duty to provide the records to the City Council pursuant to the City Attorney’s
contract, the City’s charter, the Palmdale Municipal Code, or some other
contract, rule, or statute. But those
issues are not before the court. This is
a petition to enforce the CPRA, which is the only issue the court will address
in this proceeding.
The CPRA “does not allow limitations on access
to a public record based upon the purpose for which the record is being
requested, if the record is otherwise subject to disclosure.” (Gov. Code §
7921.300.) Furthermore, “an elected member or officer of any state or local agency is
entitled to access to public records of that agency on the same basis as
any other person.” (Gov. Code §
7921.305 [emphasis added].) There is a
reason for this: “[O]nce a public record is
disclosed to the requesting party, it must be made available for inspection by
the public in general.” (City of San
Jose v. Superior Court (1999) 74 Cal.App.4th 1008, 1018; see also Edais v. Superior Court (2023)
87 Cal.App.5th 530, 542 [“Records released to one requestor under the CPRA
generally must be made available to other members of the public.”].)
Petitioner cites Los Angeles
Unified School District v. Superior Court (2007) 151 Cal.App.4th 759, 764 (“LAUSD”)
for the proposition that the City must produce records to “an elected official
who is attempting to carry out his duties as a representative of the City
Council.” (Opening Brief (“OB”) at 9:10-12.) Petitioner misinterprets the case. In that case, the City of Long Beach and its elected
City Attorney, Robert E. Shannon, sought access to public records from the Los
Angeles Unified School District (the “LAUSD”).
The petitioners sought several reasons for seeking the records, one of
which was because he was “an elected official who is attempting to carry out
his duties as a representative of the City Council, City Management, and
citizens of the City. . . .” (LAUSD,
supra, 151 Cal.App.4th at 764.)
However, the Court of Appeal did not grant the CPRA request on that
basis, so the case does not stand for the proposition advanced by Petitioner. Rather, the issue before the Court was
narrow: “The only issue before us is whether the City and City Attorney Shannon
have standing to request public records from the LAUSD,” i.e., “whether
a public agency is authorized to . . . seek disclosure of public records in the
possession of another public agency.” (Id.
at 762, 764.) “An opinion
is not authority for propositions not considered.” (People v. Knoller (2007) 41 Cal.4th
139, 154-55 [citations omitted].)
Petitioner contends that “certain
exemptions enumerated in the CPRA, which might otherwise warrant nondisclosure
to other members of the public, cannot justify nondisclosure to an elected
official of the agency’s governing board.”
(OB 10:5-8.) Petitioner fails to
support this position. Petitioner cites
Government Code sections 7930.125 and 7930.165, which simply state that certain
materials disclosed in a closed session before a legislative body may be exempt
from disclosure under the CPRA. Petitioner
cites to cases discussing the rights of corporate directors to inspect
corporate records. (OB 10-11, citing Tritek
Telecom, Inc. v. Superior Court (2009) 169 Cal.App.4th 1385, 1387 and Fowler
v. Golden Pac. Bancorp, Inc. (2022) 80 Cal.App.5th 205, 221.) Those cases are inapposite and did not
consider the CPRA.
Petitioner argues that she is a
third-party beneficiary of the City’s contract with the City Attorney and is
therefore entitled to review the requested records pursuant to that
contract. As discussed, Petitioner
raises a narrow issue: This is a petition for writ of mandate to enforce the
CPRA. Therefore, this issue is not
before the court in this proceeding.
In sum, the only issue before this
court is whether Petitioner, like any member of the general public, has a right
to access the records at issue under the CPRA.
The court does not reach the issues whether Petitioner has a right to
access these records pursuant to the City Attorney’s contract, the City’s
charter, the Palmdale Municipal Code, or any other contract, rule, or statute. The court notes that Petitioner likely has a
conflict of interest in requesting certain records because she is the subject
of an ongoing investigation by the City Attorney.
B. The
Attorney-Client Privilege Applies to the City Attorney’s Invoices
The attorney-client privilege allows the client
or the client’s attorney “to refuse to disclose, and to prevent another from
disclosing, a confidential communication between client and lawyer . . . .” (Evid. Code § 954.) In Los Angeles County Board of Supervisors
v. Superior Court (2016) 2 Cal.5th 282 (“ACLU”), our Supreme Court
considered a CPRA request for “invoices specifying the amounts that the County
had been billed by any law firm in connection with nine different lawsuits
alleging excessive force against jail inmates.” (Id. at 288.) The Court held that “the attorney-client
privilege does not categorically shield everything in a billing invoice from [CPRA]
disclosure,” but that “invoices for work in pending and active legal matters
are so closely related to attorney-client
communications that they implicate the heartland of the privilege.” (Ibid.) The Court explained:
To the extent that billing information is conveyed for the purpose of
legal representation—perhaps to inform the client of the nature or amount of
work occurring in connection with a pending legal issue—such information lies
in the heartland of the attorney-client privilege. And even if the information
is more general, such as aggregate figures describing the total amount spent on
continuing litigation during a given quarter or year, it may come close enough
to this heartland to threaten the confidentiality of information directly
relevant to the attorney's distinctive professional role. The
attorney-client privilege protects the confidentiality of information in both
those categories, even if the information happens to be transmitted in a
document that is not itself categorically privileged. When a legal matter
remains pending and active, the privilege encompasses everything in an invoice,
including the amount of aggregate fees. This is because, even though the amount
of money paid for legal services is generally not privileged, an invoice that
shows a sudden uptick in spending might very well reveal much of a government
agency’s investigative efforts and trial strategy.
….[¶]
The same may not be true for fee
totals in legal matters that concluded long ago. In contrast to information
involving a pending case, a cumulative fee total for a long-completed
matter does not always reveal the substance of legal consultation. The fact
that the amounts in both cases were communicated in an invoice transmitted
confidentially from lawyer to client does not automatically make this information
privileged. Instead, the privilege turns on whether those amounts reveal
anything about legal consultation. Asking an agency to disclose the cumulative
amount it spent on long-concluded litigation—with no ongoing litigation to shed
light on the context from which such records are arising—may communicate little
or nothing about the substance of legal consultation. But when those same
cumulative totals are communicated during ongoing litigation, this real-time
disclosure of ongoing spending amounts can indirectly reveal clues about legal
strategy, especially when multiple amounts over time are compared.
(ACLU, supra, 2 Cal.5th at 297-298.)
In sum, ACLU
provides that: (1) The billing narrative on attorney invoices is privileged and
remains so regardless of whether a matter has concluded; (2) The amounts of
fees billed for active matters, as shown on the invoices, are privileged; and
(3) The amounts of fees billed for concluded matters may, or may not, be
privileged depending on “whether those amounts reveal anything about legal
consultation.”
C. Petitioner Has Not Proven that the
Attorney-Client Privilege was Waived
Petitioner argues that any CPRA exemptions were
waived because “Respondent did not identify any exemptions in response to any
of Councilmember Alarcon’s request.” (OB
7.)
The CPRA requires the City to respond in writing to any written request
for a copy of public records within 10 days of receiving the request, with
certain exceptions. (§§ 7922.535, 7922.540.) If the public entity claims the record is exempt from disclosure, it
must justify its claim as part of the response. (§§ 7922.000, 7922.540.) In other words, upon receiving a request for public records, any
agency subject to the CPRA must make the records available or respond to the
request within the time frames described in the statute.
(Di Lauro v. City of Burbank (2025) 110
Cal.App.5th 969, 199.) However,
Petitioner has not cited any statute or case law stating that a CPRA exemption
is automatically waived if the agency fails to assert the exemption in a
written response to the CPRA request. In
fact, the California Supreme Court has held that failure to comply with the
CPRA’s timing requirements does not result in the waiver of an exemption. (Michaelis, Montanari & Johnson v.
Superior Court
(2006) 38 Cal. 4th 1065, 1072 [“we believe that requiring
disclosure of otherwise exempt records as a penalty for delay in complying with
the Act's timing requirements is unduly harsh. Certainly, the Act does not
expressly provide such a remedy.”)
Rather, the agency’s failure to respond is simply evidence that
may be submitted at trial to establish that the agency has failed to justify
its withholding of the records. (See
Di Lauro, supra 110 Cal.App.5th at 199 [in a ruling on demurrer, the City’s
alleged failure to respond in a timely manner was sufficient to state an
individual claim for relief under the CPRA].)
Here, as discussed above, the evidence shows that at least some of the
withheld billing records and invoices are protected from disclosure by the attorney-client
privilege. (See Curley Decl. ¶¶ 3-4,
14-20; ACLU, supra, 2 Cal.5th at
297-298.) Accordingly, Respondent did
not waive the privilege simply because it failed to provide a written response
identifying the applicable CPRA exemptions.
Petitioner has not shown that Respondent waived
the privilege on any other basis. (See
OB 7-8.) Generally, waiver of the
attorney-client privilege “occurs when the holder of the privilege has voluntarily disclosed a
significant portion of the privileged communications.”
(Lohman v. Sup.Ct. (1978) 81 Cal.App.3d 90, 95.) Petitioner does not argue, or show with
evidence, that this occurred here.
Furthermore, Respondent asserted the attorney-client privilege in its answer
and opposition papers and, therefore, no waiver occurred for failure to assert
the privilege in this litigation. (OB
7:26-8:11, citing Scottsdale Ins. Co. v. Superior Court (1997) 59
Cal.App.4th 263, 272-274; see also Answer, Fifth Affirmative
Defense.)
D. Petitioner Is Not Entitled to Certain
Records
Based upon the foregoing, the court finds that Petitioner
is not entitled to any billing narratives.
The court finds that Petitioner is not entitled to records concerning
the amounts of fees billed for active matters, as reflected on the invoices. Petitioner requests billing records and
invoices of the City Attorney seeking payment from the City for the period of
January 1, 2023, through March 22, 2024.
(Alarcon Decl. ¶¶ 14-17, Exh. B-E.)
The billing invoices that pertain to matters that are still pending,
including any ongoing investigation into complaints against Petitioner, fall
within the attorney-client privilege. (ACLU,
supra, 2 Cal.5th at 297-298; see Curley Decl. ¶¶ 18-19 [summarizing
the pending investigation into Petitioner].)
Petitioner does not argue that the investigation of her has been
completed. Accordingly, the court finds
that Petitioner is not entitled to billing narratives of any matter, and
invoices concerning ongoing matters.
E. Petitioner
Has Not Demonstrated an Entitlement to Exempt Records
Petitioner argues that she is
entitled to the City Attorney’s billing records and invoices under the CPRA
because Respondent made those records available to two Councilmembers on a
subcommittee that was required to evaluate the performance and billing of the
City Attorney. (OB 11-12.) Specifically, at the City Council meeting on
January 22, 2025, Petitioner stated:
For the past year and a half or so, I’ve been trying to access
City Attorney billing records. I think everybody is aware of my time and time
again efforts to get those records. I’m asked to vote on the City budget, and
the City Attorney’s budget appropriation, but I have not been able to see any
of those invoices. So, unfortunately, I had to pursue litigation under the
California Public Records Act in order to try to get those. Still, there is
pushback in releasing those records.
(Pet. RJN Exh. H.) Notably, Petitioner acknowledged that she had
a conflict of interest in reviewing the billing records and invoices of Harper
& Burns:
I find it a little concerning that the firm Harper &
Burns is defending the City in the action to defend not disclosing the Harper
& Burns invoices. I think that that’s an inherent conflict. But
that’s for the Council to discern….
The Council can do what it wants in terms of moving forward,
because I obviously can’t participate in some of those decisions,
but I just think that the public should know that these things are happening….
So, you guys can do with that what you will, but I think it’s quite concerning.
(Ibid. [emphasis added].) In response to Petitioner’s statement,
Councilmember Ohlsen stated: “When you originally brought up the billing issue,
a Council subcommittee was formed and looked into the matter and it’s been
resolved. You weren’t on the subcommittee.”
(Ibid.)
In arguing that there was
discrimination, Petitioner relies on Government Code section 7921.310, of the
CPRA, which provides:
Notwithstanding Section
7921.305 or any other provision of law,
when the members of a legislative body of a local agency are authorized to
access a writing of the body or of the agency as permitted by law in the
administration of their duties, the local agency, as defined in Section
54951, shall not discriminate between or
among any of those members as to which writing or portion thereof is made
available or when it is made available.
Generally, the CPRA governs the
disclosure of public records to “a member of the public.” (See Gov. Code § 7922.600.) However, section 7921.305(a) states:
Notwithstanding the definition of “member of the public”
in Section
7920.515, an elected member or officer of
any state or local agency is entitled to access to public records of that
agency on the same basis as any other person. Nothing in this section shall limit the
ability of elected members or officers to access public records permitted by
law in the administration of their duties.
Neither
party has cited a case interpreting sections 7921.305 and 7921.310. Nor have the parties provided a comprehensive
discussion of these statutes, their purposes, or their legislative
history. The Legislative Counsel’s
Digest for the predecessor to section 7921.310 (section 6252.7) states, in
pertinent part:
(2)
The California Public Records Act requires state and local agencies to make
their records available for public inspection and to make copies available upon
request and payment of a fee unless they are exempt from disclosure.
The Ralph M. Brown Act provides that, notwithstanding any other provision of
law, agendas of public meetings and any other writings, when distributed to
all, or a majority of all, of the members of a legislative body of a local
agency by any person in connection with a matter subject to discussion or
consideration at a public meeting of the body, are disclosable public records
under the California Public Records Act unless exempt from disclosure
under that act. The Ralph M. Brown Act requires that these writings be
made available for public inspection at the meeting if prepared by the local
agency or a member of its legislative body, or after the meeting if prepared by
some other person.
This
bill would provide that, notwithstanding any other provision of law, when the
members of a legislative body of a local agency are authorized to access a
writing of the body or of the agency as permitted by law in the administration
of their duties, the local agency shall not discriminate between or among any
of those members as to which writing or portion thereof is made available or
when it is made available.
(2008 Cal. Legis. Serv. Ch. 63 (S.B.
1732) (WEST) [emphasis added].) As
discussed, the records at issue are privileged and therefore exempt from
disclosure. Regardless, even if section
7921.310 applies to this case, Petitioner has not shown that it was violated on
these facts.
On March 20, 2024, the City Council considered Petitioner’s
allegations and her CPRA requests for attorney-client protected City Attorney
invoices. The City Council, in its oversight role, conducted a closed session
evaluation of the City Attorney without the City Attorney present. The Council formed a review subcommittee to
look at the invoices. T he subcommittee consisted of Mayor Pro Tempore (now
Mayor) Richard Loa, Esq. (California attorney), Council Member Eric Ohlsen (a
legislative aide to Assemblyman Juan Carrillo), and City Manager Ronda Perez.
The subcommittee found no improprieties.
(Curley Decl. ¶ 14; see also Pet.
RJN Exh. H.) It is undisputed that
Petitioner was not a member of this subcommittee and, therefore, the
administration of her duties as a City Councilperson did not require her to
review the City Attorney’s billing records and invoices. Nor could she do so because, as Petitioner
acknowledged, she had a conflict of interest.
Petitioner advances no evidence that members of the City Council who did
not serve on the subcommittee received access to the records. Thus, Petitioner has not proven discrimination
within the meaning of section 7921.310.
F. The Court Does Not Have Sufficient
Information to Resolve the Last Issue
The court does not have
sufficient information to determine whether the amounts of fees billed between
January 1, 2023, and March 22, 2024, for past matters are privileged. This resolution will depend on “whether those
amounts reveal anything about the legal consultation.” (ACLU, supra, 2 Cal.5th at 298.) Harper & Burns LLP has served as the City
Attorney since July 27, 2022. (Curley
Decl. ¶ 2.) Respondent has the burden of
proving that all the records were properly withheld pursuant to the
attorney-client privilege or some other CPRA exemption.
Petitioner identifies one
case handled by the City Attorney—Smith et al. v. City of Palmdale, Los
Angeles Superior Court Case No. 22STCV18219 (Smith)—that concluded
before she made her final CPRA request.
(OB 15:10-12; Pet. RJN.)
Specifically, an Order of Dismissal of the entire action was filed in Smith
on March 18, 2024, four days before Petitioner made her final CPRA
request. (See Curley Decl. ¶ 17
and Court File in Smith.) As
discussed, the amounts of fees billed for concluded matters may, or may not, be
privileged depending on “whether those amounts reveal anything about legal
consultation.” (ACLU, supra, 2 Cal.5th at 297-298.) Respondent’s evidence—the Curley
declaration—does not provide sufficient information for the court to adjudicate
this issue. (See Curley Decl. ¶
20.) The court cannot determine, on this
record, whether the attorney-client privilege applies to all or any parts of
the City Attorney’s billing invoices for Smith. Furthermore, it seems possible that the City
Attorney handled other cases that concluded before March 22, 2024. Curley also does not sufficiently address
that issue.
Based upon the
foregoing, the court orders Respondent to prepare and produce a privilege log
and/or supplemental declarations identifying billing records/invoices for
completed matters in which there were billings between January 1, 2023, through
March 22, 2024.
[The] declarations supporting the agency’s claims of exemption must be
specific enough to give the requester a meaningful opportunity to contest the
withholding of the documents and the court to determine whether the exemption
applies. The agency must describe each
document or portion thereof withheld, and for each withholding it must discuss
the consequences of disclosing the sought-after information.
(Golden Door Properties, LLC v. Superior
Court (2020) 53 Cal.App.5th 733, 790.)
If
the agency’s declarations are not sufficiently detailed to support a
determination of exemption under the CPRA, the agency “should be afforded an
opportunity to file supplemental declaration(s) in the superior court
containing information from which the court may make an informed decision on
privilege and exemption claims.” (Id. at 790.) To the
extent Respondent contends that exemptions other than the attorney-client
privilege apply, Respondent must identify those exemptions in the privilege log
and supplemental declarations. (See Oppo.
13:7-28.)
Respondent has not demonstrated to the court’s
satisfaction that preparing a privilege log would be unduly burdensome. The request relates only to completed matters
in which there was billing between January 1, 2023, and March 22, 2024. Respondent also argues that “learned
colleagues and professionals reviewed the invoices, determined they were
proper, and the only remaining interest of Petitioner is to disrupt and impugn
the City Attorney’s investigation and disrupt City operations and the direction
of the City Council.” (Oppo.
13:25-28.) The CPRA “does not allow
limitations on access to a public record based upon the purpose for which the
record is being requested, if the record is otherwise subject to disclosure.” (Gov. Code
§ 7921.300.)
Thus, Petitioner’s alleged purpose in requesting the records is not
relevant. As discussed, the court cannot
conduct the public interest balancing for any specific record based on the
evidence submitted by Respondent.
CONCLUSION AND ORDER
Based
upon the foregoing, the court orders as follows:
1. The petition for writ of mandate and
claim for declaratory relief are denied to the extent Petitioner seeks billing narratives of any matter,
and invoices concerning ongoing matters.
2. The court
continues the hearing on the petition for writ of mandate and claim for
declaratory relief to the extent Petitioner seeks the amounts of fees billed
between January 1, 2023, and March 22, 2024, for past matters.
3. The court
orders Respondent to prepare a privilege log relating to the outstanding items.
4. The court
orders the parties to meet-and-confer concerning the privilege log and to file
a joint status report on _______, 2025, discussing whether this case has been
resolved and, if not, what aspects of the petition the court must resolve.
5. If the
parties cannot resolve the outstanding issue, Respondent shall file a
supplemental opposition on or before ___________, 2025.
6. Petitioner
may file a supplemental reply brief on or before ________, 2025.
7. The court
continues the hearing to ___________, 2025.
8. The
court’s clerk shall provide notice.
IT IS SO ORDERED
Dated:
June 13, 2025 ___________________________
Stephen
I. Goorvitch
Superior
Court Judge
[1] Petitioner also
requested “to see all your emails, texts, and notes from meetings and
conversations with staff or other council members.” (Ibid.) Petitioner does not seek to enforce that
request in this writ action, which concerns the City Attorney’s billing records
and invoices.
[2] The CPRA statutes
were re-numbered effective January 1, 2023.
Unless otherwise stated, statutory references are to the Government
Code.