BILL ANALYSIS                                                                                                                                                                                                    



                                                                  SB 541
                                                                  Page  1

          Date of Hearing:  July 7, 2009

                  ASSEMBLY COMMITTEE ON ELECTIONS AND REDISTRICTING
                                  Paul Fong, Chair
                     SB 541 (Pavley) - As Amended:  June 30, 2009

           SENATE VOTE  :  22-15
           
          SUBJECT  :  Elections: ballot cards and voting systems.

           SUMMARY  :   Requires voting system vendors and ballot paper  
          manufacturers to notify the Secretary of State (SOS) of any  
          flaws or defects that they discover in their products.  Requires  
          ballot paper manufacturers and finishers to pay the costs  
          associated with facility inspections by the SOS.  Specifically,  
           this bill  :   

          1)Defines the following terms, for the purposes of this bill:

             a)   "Defect" means any flaw in the hardware or documentation  
               of an approved or conditionally approved voting system that  
               could result in a state of unfitness for use or  
               nonconformance to the manufacturer's specifications.

             b)   "Failure" means a discrepancy between the external  
               results of the operation of any software or firmware in an  
               approved or conditionally approved voting system and the  
               manufacturer's product requirements for that software or  
               firmware.

             c)   "Fault" means a step, process, or data definition in any  
               software or firmware in an approved or conditionally  
               approved voting system that is incorrect under the  
               manufacturer's program specification.

          2)Requires a voting system vendor that knows of, or becomes  
            aware of, a defect, fault, or failure in the voting system or  
            a part of the voting system, to make the following written  
            notifications of that defect, fault, or failure:

             a)   In the case of a voting system that is being submitted  
               to the SOS to be reviewed, notification to the SOS of any  
               defect, fault, or failure known to the vendor as part of  
               the application for review;









                                                                  SB 541
                                                                  Page  2

             b)   In the case of a voting system that has been submitted  
               to the SOS to be reviewed, but for which the SOS has not  
               completed his or her report on the examination of the  
               system, notification to the SOS of any defect, fault, or  
               failure that becomes known to the vendor;

             c)   In the case of a voting system that has been approved by  
               the SOS, notification to the SOS and to all local elections  
               officials who use the system within 30 calendar days after  
               the vendor learns of the defect, fault, or failure; and, 

             d)   In the case of a voting system that is approved by the  
               SOS prior to the effective date of this bill, notification  
               to the SOS and to all local elections officials who use the  
               system not later than January 8, 2010 of any defect, fault,  
               or failure known to the vendor prior to January 1, 2010.

          3)Requires the SOS to notify the United States Election  
            Assistance Commission (EAC) or its successor entity of any  
            defect, fault, or failure disclosed to the SOS by a voting  
            system vendor pursuant to this bill.

          4)Requires a ballot card manufacturer or finisher to disclose  
            any known flaw or defect in its current or past manufacturing  
            or finishing process or manufactured or finished ballot cards  
            in writing to the SOS not later than five working days before  
            the SOS begins his or her initial inspection of that  
            manufacturer's or finisher's facilities.  Requires a ballot  
            card manufacturer or finisher that has been approved by the  
            SOS to notify the SOS and affected local elections officials  
            in writing within two business days after it discovers any  
            flaw or defect in its manufacturing or finishing process or  
            manufactured or finished cards.

          5)Requires the SOS to inspect manufacturing and storage  
            facilities for ballot cards biennially, instead of  
            periodically, and requires the SOS to inspect finishing  
            facilities for ballot cards biennially.  Requires the costs  
            associated with the biennial inspection to be paid by the  
            ballot card manufacturer or finisher, and permits the SOS to  
            require the manufacturer or finisher to deposit sufficient  
            funds to cover the costs of the inspection prior to the  
            inspection.

          6)Permits the SOS to seek injunctive and administrative relief  








                                                                  SB 541
                                                                  Page  3

            when a voting system or part of a voting system is defective  
            due to a known hardware, software, or firmware defect, fault,  
            or failure that has not been disclosed as required by this  
            bill.  Permits the SOS to seek all of the following relief for  
            a known but undisclosed defect, fault, or failure in a voting  
            system or part of a voting system approved or conditionally  
            approved for use in California:

             a)   Refund of all moneys paid by a local agency for a voting  
               system or part of a voting system that is defective due to  
               a known but undisclosed defect, fault, or failure, whether  
               or not the voting system has been used in an election;

             b)   A civil penalty from the offending party or parties, not  
               to exceed $50,000 per violation; and,

             c)   A penalty of $1,000 for each day between the deadline  
               for the vendor to disclose the defect, fault, or failure  
               and the day when the required disclosure is filed with the  
               SOS.

          7)Provides that all monetary penalties levied pursuant to the  
            provisions of this bill, other than the refund of moneys paid  
            by a local agency for a voting system, shall be allocated to  
            the office of the SOS.

          8)Requires regulations adopted by the SOS governing ballot cards  
            to govern the finishing and quality standards of such cards.

          9)Repeals an obsolete provision of law that establishes a  
            revolving fund for the purchase of ballot paper.

          10)Changes terminology in the Elections Code from "punchcards"  
            to "ballot cards."

          11)Makes corresponding changes.

           EXISTING LAW  :

          1)Requires ballot paper and punchcards used by any jurisdiction  
            in California to be tinted and watermarked or overprinted with  
            a design furnished by the SOS in a manner that the watermark  
            or overprint is plainly discernible.

          2)Requires the SOS to adopt regulations governing the  








                                                                  SB 541
                                                                  Page  4

            manufacture, distribution, and inventory control of  
            punchcards.  Requires the SOS to inspect the manufacturing and  
            storage facilities for punchcards periodically.  Requires the  
            SOS to approve each punchcard manufacturer prior to that  
            manufacturer providing punchcards for use in California  
            elections.

          3)Prohibits a user, vendor, or manufacturer from warehousing  
            ballot paper or punchcards furnished or released by the SOS  
            for a specific election for any subsequent election without  
            the advance written authorization of the SOS.

          4)Establishes a revolving fund for the purchase of ballot paper  
            and punchcards.

          5)Permits a person or corporation owning or being interested in  
            a voting system or a part of a voting system to apply to the  
            SOS to examine it and report on its accuracy and efficiency to  
            fulfill its purpose.  Requires the SOS to complete his or her  
            examination without undue delay.

          6)Permits the SOS to seek injunctive and administrative relief  
            when a voting system has been compromised by the addition or  
            deletion of hardware, software, or firmware without prior  
            approval.  

           FISCAL EFFECT  :   Unknown

           COMMENTS  :   

           1)Purpose of the Bill  :  According to the author:

               Under current law, ballot vendors and voting system vendors  
               are not required to inform the Secretary of State about  
               previously undisclosed flaws in their product before or  
               after an election.  This lack of disclosure can result in  
               serious delays or jeopardize or nullify votes in counties.   
               A recent incident in Humboldt County in which a vendor's  
               software deleted votes cast during a November 2008 election  
               illustrates the consequences of not requiring vendors to  
               notify the Secretary of State or anyone else when they  
               learn of a problem.  This bill would help prevent future  
               errors and discrepancies surrounding our voting processes,  
               by requiring voting system vendors and ballot manufacturers  
               to notify the Secretary of State about problems and flaws  








                                                                  SB 541
                                                                  Page  5

               with their respective systems and ballots, before and after  
               an election.

               Also, current law requires only voting system vendors to  
               pay the costs associated with the Secretary of State's  
               inspection of their product.  This bill would also require  
               ballot vendors to pay the costs associated with the  
               Secretary of State's inspection of their facilities,  
               mirroring the requirement imposed on voting system vendors.

           2)Humboldt County Incident  :  As noted by the author, this bill  
            is prompted in part by an incident in Humboldt County during  
            the November 2008 election that resulted in the deletion of  
            nearly 200 votes cast in that election.  The deletion was  
            caused by a programming error in a version of the GEMS  
            election management software produced by Premier Elections  
            Solutions (formerly Diebold).  That programming error caused  
            the first batch of ballots counted by a central count server  
            at an election to be deleted under certain circumstances.

          Premier knew of this problem at least four years prior to the  
            November 2008 election, and developed a "work-around" to avoid  
            the deletion of ballots.  While Premier did notify elections  
            officials in the 11 affected California counties of the  
            "work-around," they did not explain why it was necessary.   
            Furthermore, Premier did not provide notice of the defect to  
            the National Association of State Election Directors (NASED),  
            the EAC, SOS or to the public.  When the Humboldt County  
            employee who had been notified of the "work-around" left  
            Humboldt County for another job in 2007, that employee did not  
            pass the information about the "work-around" along to anyone  
            else in the county elections official's office.

          3)Should the SOS Receive Penalty Revenues  ?  This bill provides  
            that any monetary penalties assessed against a voting system  
            vendor for failure to disclose a known defect, fault, or  
            failure in the voting system or a part of the voting system  
            shall be paid to the office of the SOS.  It is relatively  
            uncommon for a state agency to receive penalty revenues  
            resulting from an enforcement action undertaken by that agency  
            pursuant to law.  The desirability of such a policy is  
            unclear, as it could create an incentive for a state agency to  
            pursue enforcement actions for financial gain rather than to  
            ensure the fair and effective implementation of state law.









                                                                  SB 541
                                                                  Page  6

          In at least one circumstance, however, state law already allows  
            the SOS to collect a portion of civil penalties assessed under  
            an enforcement action brought by the SOS.  Existing law  
            provides for a civil penalty of up to $10,000 per violation  
            for an unauthorized change to a voting system, with penalty  
            revenues split evenly between the county in which the  
            violation occurred and the SOS.  However, this provision of  
            state law explicitly requires such penalty revenues to be used  
            by the SOS "for purposes of bolstering voting systems security  
            efforts."  No such restriction exists on penalty revenues  
            received by the SOS under this bill.

          The committee may wish to consider amending this bill to provide  
            that penalty revenues resulting from a violation of the bill  
            shall be deposited in the state's general fund.

           4)Ballot Paper Manufacturing Facilities  :  Under existing law,  
            any manufacturer who wishes to sell ballot paper or ballot  
            cards to jurisdictions in California must first be approved by  
            the SOS.  Existing law also requires the SOS to adopt  
            regulations governing the manufacture, distribution, and  
            inventory control of ballot paper.  

          This bill codifies a number of the regulations adopted by the  
            SOS pursuant to existing law.  Among the regulations codified  
            by this bill are a requirement that ballot manufacturing and  
            storage facilities be inspected biennially (the Elections Code  
            requires such facilities to be inspected "periodically") and a  
            requirement that the SOS approve and inspect ballot finishing  
            facilities (which is not explicitly required by the Elections  
            Code).

          Additionally, this bill requires ballot paper manufacturers and  
            finishers to pay the costs associated with the SOS inspections  
            of their facilities.  While existing law already requires  
            voting system vendors to pay the costs of the examination by  
            the SOS of those systems, no similar requirement currently  
            exists for ballot paper manufacturers and finishers.   
           
           5)Arguments in Opposition  :  The Election Technology Council  
            (ETC), which is a national trade association of voting system  
            manufacturers, sent a letter of opposition to a prior version  
            of this bill on March 31 of this year.  Since that time, this  
            bill has been amended three times, and some of the amendments  
            taken appear to respond to concerns raised by the ETC in their  








                                                                  SB 541
                                                                  Page  7

            letter of opposition.  As of this writing, committee staff has  
            been unable to confirm whether ETC continues to oppose this  
            bill.  

          In its opposition to a prior version to this bill, however, ETC  
            expressed concern with a number of provisions that remain in  
            this bill.  For instance, ETC argued that requiring ballot  
            paper manufacturers and finishers to pay the costs of the  
            facility inspections by the SOS "may harm the viability for  
            smaller providers to remain within the market and lead to a  
            consolidation in the number of providers."  ETC also argued  
            that the inspection costs "would simply be passed along to the  
            customers in the state of California (i.e., local election  
            officials and taxpayers)."  Finally, ETC maintained that the  
            imposition of substantial civil penalties for violations of  
            the bill was unwarranted, and that it would be more  
            appropriate to provide for the assessment of damages against a  
            vendor if those damages result from a violation of the bill.

           6)Technical Amendment  :  Committee staff recommends the following  
            technical amendment to this bill:

          On page 6, line 5, strike out "flaw, or error" and insert  
            "fault, or failure".

           REGISTERED SUPPORT / OPPOSITION  :

           Support 
           
          Secretary of State Debra Bowen (sponsor)
          American Federation of State, County and Municipal Employees,  
          AFL-CIO
          Disability Rights California
           
            Opposition 
           
          Election Technology Council (as introduced)

           Analysis Prepared by  :    Ethan Jones / E. & R. / (916) 319-2094