BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 753
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          Date of Hearing:  April 21, 2009

                  ASSEMBLY COMMITTEE ON ELECTIONS AND REDISTRICTING
                                  Paul Fong, Chair
                     AB 753 (Adams) - As Amended:  April 13, 2009
           
          SUBJECT  :  Ballot titles and labels.

           SUMMARY  :  Standardizes and clarifies terminology and procedures  
          for the preparation of titles, summaries, and ballot labels for  
          state ballot measures.  Reorganizes provisions of existing law  
          governing the preparation of titles, summaries, and ballot  
          labels for state ballot measures.  Specifically,  this bill  :  

          1)Requires each ballot measure to be designated on the ballot by  
            its "ballot label," and specifies that the "ballot label" for  
            statewide measures shall contain no more than 75 words and  
            shall be a condensed version of the ballot title and summary  
            including the fiscal impact summary prepared by the  
            Legislative Analyst's Office (LAO).

          2)Defines the "ballot title" as the name of a statewide measure  
            that is included in the "ballot label" and the "ballot title  
            and summary."

          3)Defines the "ballot title and summary" as the summary of the  
            chief purposes and points including the fiscal impact summary  
            of any measure that appears in the state ballot pamphlet.   
            Requires the ballot title and summary to include a statement  
            of the measure's fiscal impact.  Limits the summary to 100  
            words, not including the fiscal impact statement.

          4)Defines the "circulating title and summary" as the text that  
            is required to be placed on an initiative or referendum  
            petition that summarizes the chief points and purposes of the  
            proposed measure.  Provides that the "circulating title and  
            summary" for an initiative measure includes the fiscal impact  
            of the proposed initiative measure.  Limits the circulating  
            title and summary to 100 words, not including the fiscal  
            impact summary.

          5)Requires every proponent of a proposed initiative measure to  
            provide both of the following at the time a draft of the  
            measure is submitted to the Attorney General (AG) for the AG  
            to prepare a circulating title and summary:








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             a)   An original signed certification stating that the  
               proponent declares under penalty of perjury that he or she  
               is a citizen of the United States and is 18 years of age or  
               older, and that specifies the county in California in which  
               the proponent resides; and,

             b)   Public contact information.

          6)Requires all proposed initiative and referenda measures that  
            are submitted to the AG for the preparation of a circulating  
            title and summary to be submitted by U.S. Mail, alternative  
            mail service, or personal delivery.

          7)Requires the AG to assign a unique numeric identifier for each  
            proposed initiative measure that is submitted for a  
            circulating title and summary to be prepared.  Requires this  
            numeric identifier to be placed before the circulating title  
            and summary on the initiative petition.

          8)Requires the Secretary of State (SOS) to notify county  
            elections officials and the proponents of a proposed  
            initiative or referendum measure of the circulating title and  
            summary for that measure and the schedule showing the maximum  
            filing deadline for that measure within one business day of  
            receiving the circulating title and summary from the AG.

          9)Requires the SOS to transmit a copy of a measure to the AG  
            promptly after the SOS determines that the measure will appear  
            on the ballot at the next statewide election.  Requires the AG  
            to provide and return to the SOS a ballot title and summary  
            and a ballot label for that measure by a date sufficient to  
            meet ballot pamphlet public display deadlines.

          10)Repeals obsolete requirements regarding the preparation  
            ballot labels of not more than 20 words for elections  
            conducted on voting machines.

          11)Reorganizes various provisions of the Elections Code dealing  
            with the preparation of ballot titles, ballot labels, and  
            titles and summaries.

           EXISTING LAW  :

          1)Requires the proponents of a proposed statewide initiative or  








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            referendum to submit a draft of that measure to the AG prior  
            to the circulation of any initiative or referendum for  
            signatures.  Requires the AG to prepare a title and summary of  
            the chief purpose and points of that proposed measure.  Limits  
            the length of the title and summary to not more than 100  
            words.

          2)Requires the AG, during the preparation of a title and summary  
            for a proposed statewide initiative measure, to determine  
            whether the measure would affect the revenues or expenditures  
            of the state or local government.  Requires the Department of  
            Finance (DOF) and the Joint Legislative Budget Committee  
            (JLBC) to prepare an estimate of the impact on revenues or  
            expenditures if the AG determines that the initiative would  
            affect revenues or expenditures.  Requires the AG to include  
            this estimate in the title and summary.

          3)Requires the AG to provide a ballot title for each measure  
            submitted to the voters of the whole state.  Provides that the  
            ballot title shall express in not more than 100 words the  
            purpose of the measure.  Requires the AG, in providing the  
            ballot title, to give a true and impartial statement of the  
            purpose of the measure in such language that the ballot title  
            shall neither be an argument, nor likely to create prejudice,  
            for or against the proposed measure.

          4)Requires each statewide ballot measure to be designated on the  
            ballot title provided by the AG.

          5)Provides that the statement of all measures submitted to the  
            voters shall be abbreviated on the ballot.  Limits the length  
            of this abbreviated statement to no more than 75 words.   
            Requires the abbreviation of measures to be voted on statewide  
            to be prepared by the AG, and provides that the abbreviated  
            statement shall be a condensed statement of the ballot title  
            prepared by the AG.

           FISCAL EFFECT  :  Unknown

           COMMENTS  :   

           1)Purpose of the Bill  :  According to the author:
           
                [This bill is a] [c]ode clean-up measure to  
               reorganize, update, and clarify the Elections Code  








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               provisions regarding ballot labels, titles, and  
               summaries.  Current law is confusing to those that  
               have to enforce it and those who have to abide by it  
               because the terminology is not consistent in the codes  
               or in keeping with current practices.  In addition,  
               the code is not well organized, making it difficult  
               for voters and people wanting to use and understand  
               the initiative process to adhere to the requirements.   
               The goal of AB 753 is to make the terminology  
               consistent throughout the code to make the process  
               easier to understand and follow for members of the  
               public.  

           2)Titles and Summaries, Ballot Titles, and Ballot Labels  :   
            Existing law uses various terms to refer to summaries that are  
            prepared for state measures and proposed state initiatives and  
            referenda.  When a person or organization proposes a state  
            initiative or referendum measure, that measure is given a  
            "title and summary" by the AG.  The title and summary is a  
            statement of no more than 100 words expressing the chief  
            points and purposes of the proposed measure which appears at  
            the top of the petitions for the initiative or referendum  
            measure.  In addition, the title and summary for a proposed  
            state initiative measure (but not for a proposed referendum)  
            will include an estimate of the fiscal impact of the measure  
            on state or local governments if the AG determines that the  
            measure will have a fiscal impact on state or local  
            governments.  This summary is required to be prepared jointly  
            by the JLBC and the DOF, and is not counted towards the  
            100-word limit to the title and summary.

          Once a measure qualifies for the ballot (whether through the  
            initiative or referendum process, or by the Legislature  
            placing the measure on the ballot), the AG must prepare a  
            "ballot title" for the measure, which is also frequently  
            referred to as the "ballot title and summary."  The ballot  
            title is a statement of no more than 100 words expressing the  
            purpose of the measure, and in the case of an initiative  
            measure, it may differ from the "title and summary" that  
            appeared on petitions for that initiative measure.  The ballot  
            title appears in the state ballot pamphlet at the beginning of  
            the section dealing with that measure, and includes an  
            estimate of the net state and local government financial  
            impact of the measure, which is prepared by the LAO.  The  
            estimate of the financial impact is not counted towards the  








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            100-word limit to the ballot title, and is included for all  
            statewide ballot measures, including referenda and measures  
            placed on the ballot by the Legislature.

          In addition to preparing a ballot title for any measure that  
            appears on the statewide ballot, the AG must also prepare a  
            "condensed statement of the ballot title," which is also  
            referred to as the "ballot label."  The ballot label is an  
            abbreviated version of the ballot title, and is limited to 75  
            words, which includes the estimate of the financial impact of  
            the measure.  The ballot label is the language that actually  
            appears on the ballot at the election.

          Because of the similarities in the language used to refer to  
            these various summaries of state measures, and because  
            existing law occasionally uses multiple different terms to  
            refer to the same type of summary, there often is confusion  
            about the proper terminology for specific types of summaries  
            of state measures.  

          This bill would clarify and standardize the terminology that is  
            used to refer to these summaries.  The summary that appears at  
            the top of an initiative or referendum petition would be known  
            as the "circulating title and summary."  The summary that  
            appears in the state ballot pamphlet would be known as the  
            "ballot title and summary," while the name of a statewide  
            measure that appears on the ballot would be the "ballot  
            title."  Finally, the text that appears on the ballot itself  
            to describe a statewide measure would be known as the "ballot  
            label."

           3)Reorganization and Changes to Existing Law  :  In addition to  
            clarifying and standardizing the terminology that is used to  
            refer to summaries of state ballot measures and proposed  
            measures, this bill would reorganize the provisions of the  
            Elections Code that establish the procedures for the  
            preparation of those summaries.  This reorganization is mostly  
            non-substantive; however, there are a few minor, but  
            substantive, changes to existing law that are made by this  
            bill.

          First, this bill requires every proponent of an initiative  
            measure to provide public contact information and a signed  
            certification stating the county of California in which he or  
            she is a resident and declaring that he or she is a citizen of  








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            the United States and is 18 years of age or older.  This  
            information must be provided at the time the proposed  
            initiative measure is submitted to the AG.

          Second, this bill explicitly requires all statewide referenda  
            and proposed initiative measures to be submitted to the AG's  
            Initiative Coordinator located in the Sacramento AG's office  
            by US Mail, alternative mail service, or personal delivery,  
            and provides that only printed documents will be accepted and  
            that facsimile or e-mail delivery are not accepted.  While  
            these requirements are not currently provided in statute, they  
            are consistent with the AG's current practice for proposed  
            initiative and referendum measures.  This bill also imposes  
            similar requirements for the submission of amendments to a  
            proposed initiative measure by the proponents of that measure.

          Third, this bill requires the AG to assign a unique numeric  
            identifier to each proposed initiative measure that is  
            submitted to the AG - something that the AG currently does,  
            but which is not explicitly required by state law.  This bill  
            also requires that numeric identifier to be included on the  
            initiative petition.

          Fourth, existing law requires the AG to determine whether a  
            proposed initiative measure would affect the revenues or  
            expenditures of the state or local government, and if so,  
            requires the AG to obtain an estimate of the fiscal effect of  
            the measure from the DOF and the JLBC.  This bill would repeal  
            the requirement that the AG determine whether a proposed  
            initiative measure would affect the revenues or expenditures  
            of the state or local government, and instead would require  
            the AG to obtain a fiscal estimate from the DOF and the JLBC  
            for all proposed initiative measures.

          Finally, this bill would modify the process for preparation of a  
            ballot title for a measure that will appear on the statewide  
            ballot.  Under existing law, any person may request that the  
            AG prepare a ballot title for a proposed measure, which the AG  
            has 10 days to prepare.  According to information provided by  
            the sponsor of this bill, no one from the public has ever  
            requested a ballot title to be prepared pursuant to these  
            provisions.  As such, this bill would repeal those provisions  
            and instead require the AG to prepare a ballot title for a  
            measure that will appear on the statewide ballot by a date  
            sufficient to meet the ballot pamphlet public display  








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            deadlines.

           4)20-Word Ballot Labels  :  Existing law requires the AG to  
            compose ballot labels of, where possible, not more than 20  
            words, that are a condensed statement of the ballot title  
            prepared by the AG.  These ballot labels are in addition to  
            the 75-word ballot labels that the AG prepares.  However, the  
            requirement that the 20-word ballot labels be prepared is in a  
            portion of the Elections Code that applies only to elections  
            that are conducted on lever-style voting machines, which are  
            no longer used to conduct elections in the state.

          This bill would repeal the requirement that the AG prepare these  
            20-word ballot labels for use on those lever-style voting  
            machines.

           REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           
          Secretary of State Debra Bowen (sponsor)

           Opposition 
           
          None on file.
           
          Analysis Prepared by  :    Ethan Jones / E. & R. / (916) 319-2094