BILL ANALYSIS                                                                                                                                                                                                    






               SENATE COMMITTEE ON ELECTIONS, REAPPORTIONMENT AND  
                           CONSTITUTIONAL AMENDMENTS
                          Senator Loni Hancock, Chair


          BILL NO:   AB 753              HEARING DATE:6/16/09
          AUTHOR:    ADAMS               ANALYSIS BY:Frances Tibon  
          Estoista
          AMENDED:   6/9/09
          FISCAL:    YES
          
                                     SUBJECT
           
          Ballot titles and labels

                                   DESCRIPTION  
          
           Existing law  requires the proponents of a proposed  
          statewide initiative or referendum to submit a draft of  
          that measure to the Attorney General (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.

           Existing law  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.

           Existing law  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.










           Existing law  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.

           This bill  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).

           This bill  defines the "ballot title" as the name of a  
          statewide measure that is included in the "ballot label"  
          and the "ballot title and summary."

           This bill  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.

           This bill  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.

           This bill  requires the AG to provide a copy of the  
          "circulating title and summary" and its unique numeric  
          identifier to the proponents and the Secretary of State  
          (SOS) within 15 days after receipt of the fiscal estimate  
          or opinion prepared by DOF and the JLBC.

           This bill  requires every proponent of a proposed initiative  
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          measure to provide both of the following at the time a  
          draft of the measure is submitted to the AG for the AG to  
          prepare a circulating title and summary:

           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,
           Public contact information.

           This bill  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.

           This bill  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.

           This bill  requires the 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.

           This bill  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.

           This bill repeals obsolete requirements regarding the  
          preparation of ballot labels of not more than 20 words for  
          elections conducted on voting machines.

           This bill  reorganizes various provisions of the Elections  
          Code dealing with the preparation of ballot titles, ballot  
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          labels, and titles and summaries.

                                    BACKGROUND  
          
           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 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  
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          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.

                                     COMMENTS  
          
            1. According to the author  :  AB 753 is a code clean-up  
             measure to reorganize, update, and clarify the Elections  
             Code 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. 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  
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             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 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  
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             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 deadlines.
           
           3. 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.

            4. Prior Legislation  :  The original version of AB 2584  
             (Mendoza) of 2008, contained similar clean-up language  
             dealing with ballot labels, titles and summaries.  That  
             language was amended out of AB 2584 prior to it being  
             heard in this Committee.

                                   PRIOR ACTION
           
          Assembly Elections and Redistricting Committee:  7-0
          Assembly Appropriations Committee:          16-0
          Assembly Floor:                             78-0






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                                    POSITIONS  

          Sponsor: Secretary of State

           Support: None received

           Oppose:  None received



































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