BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  SB 168
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          Date of Hearing:   June 21, 2011

                  ASSEMBLY COMMITTEE ON ELECTIONS AND REDISTRICTING
                                  Paul Fong, Chair
                 SB 168 (Corbett) - As Introduced:  February 3, 2011

           SENATE VOTE  :  23-15
           
          SUBJECT  :  Petitions: compensation for signatures.

           SUMMARY  :  Prohibits a person from paying another person or being 
          paid based on the number of signatures obtained on an 
          initiative, referendum, or recall petition.  Specifically,  this 
          bill  :   

          1)Makes it unlawful for a person to pay or to receive money or 
            any other thing of value based on the number of signatures 
            obtained on a state or local initiative, referendum, or recall 
            petition.

          2)Provides that a violation of this bill is a misdemeanor 
            subject to the following penalties:

             a)   For a person or organization who pays a person based on 
               the number of signatures obtained on a state or local 
               initiative, referendum, or recall petition, a fine not to 
               exceed $25,000, imprisonment in a county jail not to exceed 
               one year, or both the fine and imprisonment.

             b)   For a person who is paid based on the number of 
               signatures obtained on a state or local initiative, 
               referendum, or recall petition, a fine not to exceed 
               $1,000, imprisonment in a county jail not to exceed six 
               months, or both the fine and imprisonment.

          3)Provides that nothing in this bill prohibits the payment for 
            signature gathering that is not based, either directly or 
            indirectly, on the number of signatures obtained on a state or 
            local initiative, referendum, or recall petition.

           EXISTING LAW  permits any person who is a voter or who is 
          qualified to register to vote in this state to circulate an 
          initiative or referendum petition.

           FISCAL EFFECT  :  According to the Senate Appropriations 








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          Committee, pursuant to Senate Rule 28.8, negligible state costs. 
           State-mandated local program; contains a crimes and infractions 
          disclaimer.

           COMMENTS  :   

           1)Purpose of the Bill  :  According to the author, "Some signature 
            gathering firms compensate circulators based on the number of 
            signatures they collect.  Some circulators reach the deadline 
            to qualify initiatives by illegally misinforming voters and 
            forging names.  Others have forged signatures onto their 
            petitions by copying names they chose from a phonebook.  
            Lastly, some have inserted carbon paper and a second petition 
            behind the original one in order to collect signatures."

           2)United States Supreme Court Jurisprudence  :  In 1988, the 
            United States Supreme Court ruled that a Colorado prohibition 
            against the use of paid circulators for initiative petitions 
            violated the First Amendment's right of free speech. Writing 
            for a unanimous court, Justice Stevens noted that "�t]he 
            State's interest in protecting the integrity of the initiative 
            process does not justify the prohibition because the State has 
            failed to demonstrate that it is necessary to burden 
            appellees' ability to communicate their message in order to 
            meet its concerns."  Meyer v. Grant  (1988), 486 U.S. 414.  The 
             Meyer  court, however, did not address the issue of whether a 
            state may regulate the manner in which circulators are paid.

          In 1999, the United States Supreme Court examined a Colorado law 
            that provided a number of other restrictions on the signature 
            collection process for ballot initiatives.  In that case the 
            court ruled that there must be a compelling state interest to 
            justify any restrictions on initiative petition circulation.  
             Buckley v. American Constitutional Law Foundation  (1999), 525 
            U.S. 182.

          In  Buckley  , the court invalidated Colorado's requirement that 
            paid petition circulators wear a badge identifying themselves 
            and identifying that they are paid circulators.  The court 
            stated that the requirement to wear badges inhibits 
            participation in the petitioning process.  "Because the badge 
            requirement compels personal name identification at the 
            precise moment when the circulator's interest in anonymity is 
            greatest, it does not qualify for inclusion among 'the more 
            limited �election process] identification requirement�s].'"








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           3)Other Federal Court Jurisprudence  :  Although the United States 
            Supreme Court has not ruled on the constitutionality of 
            prohibiting payment for signature collection on a 
            per-signature basis, a number of federal courts have 
            considered challenges to such laws, with the courts reaching 
            different conclusions about the constitutionality of 
            per-signature payment bans.

          In February 2001, the Eighth Circuit Court of Appeals ruled that 
            a North Dakota law prohibiting payment for signature 
            collection on a per-signature basis was consistent with the 
            United States Constitution and with the Supreme Court's 
            rulings in  Buckley  and  Meyer  .  In reaching this decision, the 
            court noted that the state "produced sufficient evidence that 
            the regulation is necessary to insure the integrity of the 
            initiative process," and also noted that no evidence was 
            presented "that payment by the hour, rather than on 
            commission, would in any way burden �the] ability to collect 
            signatures."  Initiative & Referendum Institute v. Jaeger  
            (2001), 241 F.3d 614.

          In February 2006, the Ninth Circuit Court of Appeals ruled that 
            an Oregon law that prohibited payment to electoral petition 
            signature gatherers on a piece-work or per-signature basis did 
            not impose a severe burden under the First Amendment, and 
            therefore did not unconstitutionally burden core political 
            speech.  The court found that Oregon had an "important 
            regulatory interest in preventing fraud and its appearances in 
            its electoral processes," and that prohibiting the payment of 
            signature gatherers on a per-signature basis was reasonably 
            related to that interest.   Prete v. Bradbury  (2006), 438 F.3d 
            949.

          In October 2006, the Second Circuit Court of Appeals upheld a 
            New York law that prohibited payment of any compensation to 
            individuals hired to circulate electoral petitions if that 
            compensation is contingent on the number of signatures 
            obtained.  Because New York does not have the initiative 
            process, the law applies only to nomination petitions for 
            candidates and to petitions to qualify a new political party.  
            In its decision upholding the law, the Court referenced the 
            decisions in the Eighth and Ninth Circuits, and noted that 
            "�l]ike our sister circuits, we find the record presented to 
            us provides insufficient support for a claim that the ban on 








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            per-signature payment is akin to the complete prohibition on 
            paying petitions circulators that was deemed unconstitutional 
            in  Meyer  , or that the alternative methods of payment it leaves 
            available are insufficient."   Person v. New York State Board 
            of Elections  (2006), 467 F.3d 141.

          On the other hand, the Sixth Circuit Court of Appeals struck 
            down an Ohio law that made it a felony to pay anyone for 
            gathering signatures on election-related petitions on any 
            basis other than time worked.  In its decision, the Court 
            noted that while Ohio's interest in eliminating election fraud 
            is a compelling state interest, "there is no evidence in the 
            record that most, many, or even more than a de minimis number 
            of circulators who were paid by signature engaged in fraud in 
            the past."  The court further noted that "�t]here is little 
            dispute that operating under a per-time-only system will 
            increase the costs of both proposing an initiative and 
            qualifying it for the ballot," and cited evidence presented 
            that professional coordinators and circulators were less 
            interested in working under a per-time-only system.  At the 
            same time, however, the Court discussed the rulings in the 
            Second, Eighth, and Ninth Circuits, noting that unlike the 
            laws that were upheld in North Dakota, Oregon, and New York, 
            the Ohio law was more restrictive and had harsher criminal 
            sanctions for violations.  Specifically, the court noted that 
            the laws in North Dakota, Oregon, and New York banned payments 
            made on a per-signature basis, while Ohio banned all payment 
            to circulators except on a per-time basis.  The court noted 
            that unlike the laws considered by appellate courts in other 
            circuits, the Ohio law would prohibit bonuses to circulators 
            based on productivity or longevity, would prohibit a person 
            employing circulators from setting a minimum signature 
            requirement, and could even prohibit a person employing 
            circulators from terminating a circulator who consistently did 
            not collect enough signatures.  Additionally, the court noted 
            that a violation of the Ohio law was a felony, compared to 
            misdemeanor penalties for violations in North Dakota, Oregon, 
            and New York.  Although the court recognized these 
            distinctions between the Ohio law and the laws upheld by three 
            other appellate circuits, the court refused to discuss whether 
            it would uphold an Ohio law that was similar to Oregon's, 
            North Dakota's, or New York's.   Citizens for Tax Reform et al. 
            v. Deters et al.  (2008), 518 F.3d 375.

          A number of federal district courts have struck down bans on 








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            per-signature payments in other states, however.  In 1994, a 
            federal district court struck down a Washington law that made 
            it illegal to pay gatherers of signatures on initiative and 
            referendum petitions on a per-signature basis, noting in its 
            decision that the state had failed to provide any "proof of 
            fraud stemming from the payment per signature method of 
            collection."   Limit v. Maleng  (1994), 874 F.Supp. 1138.  In 
            1997, a district court struck down a similar Mississippi law, 
            citing evidence presented that the "payment of a flat daily 
            rate to Mississippi circulators had yielded poor results," and 
            concluding that the state had failed to prove "actual fraud or 
            threat to citizens' confidence in government posed 
            by?circulators who were paid per signature."   Term Limits 
            Leadership Council, Inc. v. Clark  (1997), 984 F.Supp. 470.  
            Federal district courts also struck down similar laws in Maine 
            (  On Our Terms '97 PAC v. Secretary of State of State of Maine  
            (1999), Civil No. 98-104-B-DMC) and in Idaho (  Idaho Coalition 
            United for Bears v. Cenarrusa  (2001), 234 F.Supp.2d 1159).  
            More recently, a Colorado court issued a preliminary 
            injunction against a Colorado law prohibiting payments made on 
            a per-signature basis (  Independence Institute v. Buescher  
            (2010), Civil No. 10-cv-00609-PAB-MEH), pending a full trial 
            on the law.

          In light of the differing opinions reached by various federal 
            courts on the constitutionality of laws that prohibit payments 
            on a per-signature basis for signature gathering on petitions, 
            it is unclear whether a court challenge to this bill, if 
            enacted, would be successful.

           4)Petition Fraud  :  According to the Secretary of State's 
            Election Fraud Investigation Unit (EFIU), between 1994 and 
            2010, the EFIU opened 240 cases for falsifying petitions, of 
            which 46 were sent to district attorneys for prosecution, 
            resulting in 33 convictions.  Since the EFIU was created in 
            1994, a larger number of convictions have been obtained for 
            falsified petitions than for any other election crime except 
            fraudulent voter registration.

           5)Labor Law Implications  :  This bill prohibits the payment of 
            individuals on a per-signature basis for collecting signatures 
            on petitions.  Typically, in California, those individuals who 
            are paid to circulate petitions or register voters on a 
            per-signature or per-piece basis are independent contractors.  
            However, to the extent that this bill forces individuals who 








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            are paid to circulate petitions or register voters to be paid 
            an hourly wage, this bill could also result in these 
            individuals being considered employees under California law.  
            As such, the individual, corporation, or group paying 
            individuals to circulate petitions may be required to pay 
            minimum wage, provide workers compensation insurance and 
            unemployment insurance for its employees, and maintain a 
            payroll system.

           6)Increased Costs  :  As noted above in comment #5, those 
            individuals or groups paying signature collectors may be 
            required to provide certain benefits such as unemployment 
            insurance and workers compensation insurance.  This may result 
            in higher costs to those groups that pay individuals to 
            circulate petitions.  In addition, prohibiting payment of 
            individuals on a per-signature basis could increase costs 
            because it may become more difficult to measure the work 
            product of petition circulators.  Potential increased costs 
            may be partially offset if, by reducing the incentive to 
            submit fraudulently-obtained signatures, this legislation 
            results in paid circulators submitting fewer such signatures.

           7)Arguments in Support  :  In support of this bill, the California 
            Labor Federation writes:

               Currently, signature gatherers typically earn a fixed 
               dollar amount per signature.  This amount can range 
               from $1 to $10 depending on the employing firm, the 
               length of time until the filing deadline and the 
               experience of the signature gatherer.  Unfortunately, 
               as history has made all too clear, the practice of 
               compensating these workers per signature gathered has 
               birthed, at best, inaccuracy and, at worst, outright 
               fraud.  The goal becomes simply names on a petition, 
               not insight on an issue.  Clearly, steps must be taken 
               to clean up the process.

               SB 168 in no way limits the ability of Californians to 
               act when their legislators will not.  An issue that 
               truly engages voters can still be the subject of a 
               citizen-sponsored ballot initiative, and those who 
               gather signatures can still be fairly compensated for 
               their work.  SB 168 simply prohibits signature 
               gathering firms from paying workers per signature, 
               thereby reducing the financial benefits of voter 








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               fraud, weeding out the bad actors while preserving our 
               treasured tradition of citizen activism.

            Also in support of the bill, the City of Murrieta writes:

               During past election cycles, the City of Murrieta was 
               the focus of initiative petitions.  While the 
               initiatives were originally the result of 
               community-based activism, they quickly descended into 
               campaigns that did not benefit the community.  Most 
               egregious, paid signature gatherers were hired that 
               misled many residents into signing petitions they 
               otherwise would not have endorsed.  While the City 
               fully supports community-driven initiatives, we do not 
               support campaigns that are based on misleading 
               information.

               Our City applauds?efforts to distinguish between 
               active participants that gather signatures in support 
               or opposition to an initiative and those who hire paid 
               political operatives that employ every tactic to get 
               an unknowing citizen to sign a petition.

           8)Arguments in Opposition  :  In opposition to this bill, the 
            Humane Society of the United States (HSUS) writes:

               Our primary concern is that if SB 168 is enacted it 
               will significantly increase the cost of petitioning to 
               place an initiative on the ballot, foreclosing our 
               ability to bring important animal protection reforms 
               before California voters. The HSUS has used 
               California's ballot initiative process many times to 
               protect wildlife and animals raised for food.  Had SB 
               168 been in place during 2008, Californians may never 
               have gotten the chance to vote in favor of Proposition 
               2, the single most important piece of legislation 
               protecting farm animals in U.S. history.  Even with 
               nearly 4,000 volunteers collecting half a million 
               signatures, we still had to contract with paid 
               petition circulators to gather the necessary 
               signatures to put Prop 2 before voters.  It's 
               challenging for any grassroots group to reach the 
               necessary threshold - and efforts to make it more 
               expensive can thwart efforts like ours.









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               Unfortunately, while SB 168's provisions would likely 
               have little effect on established, wealthy political 
               or corporate interests, who could afford to spend the 
               additional money required.  But it would have a 
               devastating impact on less well-heeled, non-profit, 
               grassroots groups.  Outlawing pay-per-signature 
               payment methods has been estimated to increase the 
               cost of obtaining signatures for petitions from 
               between 20 and 200 percent?

               The HSUS shares the desire to prevent fraud in the 
               initiative petition process. Our experience is that 
               the interests of all campaigns is to establish private 
               contracting mechanisms that minimize fraud - after 
               all, invalid or fraudulent signatures do not advance 
               anyone's campaign effort.  It's unclear to us how SB 
               168 will deter any fraud.  When enjoining enforcement 
               of a similar, though less stringent law in Colorado, a 
               federal judge concluded "pay per-signature 
               compensation is no more likely than pay-per-hour 
               compensation to induce fraudulent signature gathering 
               or increase invalidity rates."  
                
            Also in opposition to this bill, the California Chamber of 
            Commerce, on behalf of itself and several other organizations, 
            writes:

               It appears that the goal of SB 168 is to prevent?fraud 
               and ensure that voters get better information when 
               petitioners approach them.  While this is a worthy 
               goal, SB 168 would have the unintended consequence of 
               limiting the public's role in the ballot process.  By 
               outlawing payment for signature collection on a per 
               signature basis, SB 168 would make it prohibitively 
               expensive to do an initiative or a recall and next to 
               impossible to do a referendum.

               Furthermore, it is unclear how limiting the payment 
               type for signatures will ensure that the public will 
               receive better information when petitioners approach 
               them.  Indeed, SB 168 is likely to limit how far and 
               wide these important election materials are 
               disseminated - and even exclude certain areas - as 
               petitioners attempt to reach as many California voters 
               as possible.








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           9)Previous Legislation  :  This bill is identical to SB 34 
            (Corbett) of 2009, which was vetoed.  In his veto message, 
            Governor Schwarzenegger wrote:

               The California Constitution provides an important 
               system of checks and balance by giving the people 
               direct control over their government through 
               initiative, referendum and recall.  This bill would 
               limit the initiative process by prohibiting a person 
               from paying or receiving money or anything of value 
               based on the number of signatures obtained on such 
               petitions.

               As I have stated when vetoing similar legislation, 
               prohibitions on per-signature payments will make it 
               more difficult for grassroots organizations to gather 
               the necessary signatures and qualify measures for the 
               ballot.

            AB 2946 (Leno) of 2006, contained provisions similar to this 
            bill to prohibit payment on per-signature basis for 
            individuals circulating petitions.  AB 2946 was vetoed.

           10)Related Legislation  :  SB 205 (Correa), which is pending in 
            this committee, would prohibit any person, company, or other 
            organization from agreeing to pay money or other valuable 
            consideration on a per-affidavit basis to any person who 
            assists another person to register to vote by receiving the 
            completed affidavit of registration and would prohibit the 
            receipt of this per-affidavit consideration.

           REGISTERED SUPPORT / OPPOSITION  :

           Support 
           
          Ballot Initiative Strategy Center
          California Labor Federation
          California Professional Firefighters
          City of Murrieta
          Contra Costa County
          Secretary of State Debra Bowen
          One individual
           
            Opposition 








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          California Against Slavery
          California Chamber of Commerce.  In its letter of opposition, 
          the California Chamber of Commerce indicated that the following 
          groups are also opposed to this bill:
               American Council of Engineering Companies in California
               Associated General Contractors of California
               Association of California Life and Health Insurance 
          Companies
               California Apartment Association
               California Building Industry Association
               California Business Properties Association
               California Business Roundtable
               California Manufacturers and Technology Association
               California New Car Dealers Association
               California Retailers Association
               California Taxpayers Association
               Culver City Chamber of Commerce
               Greater Corona Valley Chamber of Commerce
               Greater Riverside Chambers of Commerce
               Lake Elsinore Valley Chamber of Commerce
               Long Beach Area Chamber of Commerce
                                                               Murrieta Chamber of Commerce
               Oxnard Chamber of Commerce
               Palm Desert Chamber of Commerce
               Pharmaceutical Research and Manufacturers of America
               Redondo Beach Chamber of Commerce
               San Diego Regional Chamber of Commerce
               Santa Clara Chamber of Commerce and Convention-Visitors 
          Bureau
               Simi Valley Chamber of Commerce
               South Bay Association of Chambers of Commerce
               Southwest California Legislative Council
               Temecula Valley Chamber of Commerce
               Western Growers Association
               Wildomar Chamber of Commerce
          Citizens in Charge
          Howard Jarvis Taxpayers Association
          Humane Society of the United States
          Wine Institute
          One individual

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










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