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SACRAMENTO COUNTY OFFICE OF EDUCATION
» Legal Compliance Scoring
» Customer Service Scoring
» Auditor Narrative
» CalAware Reaction

Legal Compliance

Deduct the following from 100 points :

Was the requester denied the ability to make the request? No (-0 points)
Explanation: When the agency refuses to receive the request or pass it along to the appropriate party.
Did the agency deny access to any of the Form 700s? Yes (-10 points)
Explanation: When the agency refuses to allow access to any of the completed Form 700s for any reason.
Was photo ID required? No (-0 points)
Explanation: When the agency requires the requester to produce photo ID as a condition of the access.
Was the requester's name required? No (-0 points)
Explanation: When the agency requires the requester to provide their name as a condition of the access.  
Was the requester's affiliation required? No (-0 points)
Explanation: When the agency requires the requester to provide their affiliation as a condition of the access.
Was the requester required to state their purpose? No (-0 points)
Explanation: When the agency requires the requester to explain the reason they are making the request and/or what they will do with the materials produced as a condition of the access.
Was a written request required? No (-0 points)
Explanation:When the agency requires that requests be made in writing (refuse to acknowledge oral requests).
Were the Form 700s produced by the legally compliant deadline (within 48 after making the request)? (not applicable)
Was the requester only allowed to view (not copy) the Form 700s? (not applicable)
Was the requester charged a fee to view the Form 700s? (not applicable)
Was the copy fee for the Form 700s within the legally compliant maximum
(10¢ per page)?
(not applicable)
Was the letter of determination received within 10 days (or 24 days, if a 14 day extension was requested)? Yes (-0 points)
Did the agency deny access to any of the items in the written request? Yes (-15 points)
Explanation: The score is reduced by 5 points for each item unjustifiably denied, up to -35 points.  
Total Points Deducted : 25
Final Score : 75
Grade : C

Customer Service

Deduct the following from 100 points :

Was agency staff courteous? Yes (-0 points)
Explanation:When agency staff are polite and professional
Was agency staff helpful? Yes (-0 points)
Explanation:When agency staff try to help the requester succeed with his or her request.
Was the requester referred to another agency altogether? No (-0 points)
Explanation: When the agency refuses to fulfill the request, and instead sends the requester to another agency.
BONUS! Did the agency have any public records request guidelines (or policy) posted? No (+0 points)
Explanation: When the agency conspicuously posts procedural guidelines in its main lobby area to help the public navigate their agency when making public record requests (worth 10 extra credit points).
Total Points Deducted : 0
Final Score : 100
Grade : A+
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Auditor Narrative (auditor Julia Baum):


I went to the Sacramento County Board of Education building on Tuesday, March 24. I arrived at around 1:10 p.m when I parked my car. A middle-aged gentleman wearing a red flannel shirt told me that I needed to walk just two minutes away to their Business building. The man was very helpful, polite, and courteous - and the walk was under 2 minutes just as he said, so it wasn't much of an inconvenience.

Inside the business office I was greeted by an older Asian woman. She didn't speak very good English, so communication with her was difficult. There were no obvious public records request policies or guidelines posted in the office. The woman told me that she didn't know what a Form 700 was and that I had to have business with the school to see any sort of financial records. She told me to go to the city or other nearby buildings, but wasn't specific. She even suggested that I go to the IRS for the board members' filed statements of financial interest. My visit in that office was probably 3-4 minutes before I finally left at approximately 1:25 p.m.

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CalAware Reaction (Terry Francke, General Counsel):


The person to whom the auditor was referred did not provide the Form 700s, but seemed to believe they were filed with other agencies, or perhaps the IRS. In any event she said a requester had to have business with the office in order to see financial records. The legally prompt determination letter said that the requests for the employment contract, cash compensation and credit card or expense reimbursement statements of the superintendent and those reporting directly to him were "too vague"; that employee discipline records of the kind requested were confidential; and that worksheets for evaluating low-performing school districts' own reports as to the adequacy of textbooks, other school supplies and facilities maintenance-an evaluation which the superintendent is required to make annually - "do not currently exist".

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