BILL ANALYSIS                                                                                                                                                                                                    Ó



                                                                  AB 857
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          CONCURRENCE IN SENATE AMENDMENTS
          AB 857 (Fong)
          As Amended  September 6, 2013
          Majority vote
           
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          |ASSEMBLY:  |53-24|(May 29, 2013)  |SENATE: |23-11|(September 10, |
          |           |     |                |        |     |2013)          |
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           Original Committee Reference:    E. & R.

          SUMMARY  :  Makes numerous significant changes to provisions of  
          state law governing state initiatives.  Specifically,  this bill  :  
           

          1)Requires at least 10% of the signatures collected to qualify a  
            state initiative for the ballot to be collected by individuals  
            who did not receive money or valuable consideration  
            exclusively or primarily for the specific purpose of  
            soliciting signatures of electors on the petition, as  
            specified ("10% requirement").

             a)   Provides that signatures qualify toward the 10%  
               requirement if they are collected by an employee or member  
               of a non-profit organization (except a political party), as  
               specified, who receives money or valuable consideration  
               from the organization and as part of that employment or  
               membership solicits signatures, as specified. 

             b)   Provides that signatures solicited through direct mail  
               do not count towards the 10% requirement unless i) every  
               person who organizes, pays, or arranges for the direct  
               mail, is eligible to solicit signatures that qualify toward  
               meeting the 10% requirement, or ii) an organization that  
               has a primary purpose other than soliciting signatures on  
               initiative petitions is soliciting signatures from its  
               members through direct mail.

          2)Requires a petition section that qualifies toward the 10%  
            requirement to be printed on white paper.  Requires a petition  
            section that does not qualify toward the 10% requirement to be  
            printed on paper of a color other than white, and to include  
            the following notice printed in 12-point boldface type:









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          "NOTICE TO THE PUBLIC: THIS PETITION IS BEING CIRCULATED BY A  
            PERSON PAID TO OBTAIN YOUR SIGNATURE.  YOU ARE ENCOURAGED TO  
            READ THE CONTENTS OF THIS PETITION BEFORE SIGNING."

          3)Requires a person who solicits signatures that qualify toward  
            the 10% requirement to sign an affidavit declaring that to the  
            best of his or her knowledge, the signatures on the sections  
            that he or she circulated should count towards the  
            requirement.

          4)Makes corresponding changes to the process for elections  
            officials to verify signatures submitted on a state initiative  
            petition.

          5)Provides that the signatures on a state initiative petition  
            section are invalid if they are solicited and submitted by a  
            person who engages in intentional fraud, misrepresentation, or  
            other illegal conduct concerning the circulation of the  
            petition, as specified.  Provides that the Secretary of State  
            (SOS), the Attorney General (AG), any district attorney, any  
            city attorney of a city having a population in excess of  
            750,000, or any elector may enforce this provision by a civil  
            action in which the plaintiff has the burden of showing a  
            violation by clear and convincing evidence.  Prohibits a  
            petition section from being invalidated after the SOS has  
            certified that the measure has qualified for the ballot.

           The Senate amendments  :

          1)Reduce the percentage of signatures on a state initiative  
            petition that must be collected by individuals who did not  
            receive money or valuable consideration exclusively or  
            primarily for the specific purpose of soliciting signatures of  
            electors on the petition, as specified, from 20% to 10%.

          2)Delete provisions of the bill that would have required state  
            initiative petitions to include a listing of the three top  
            donors of $50,000 or more to the committee paying for the  
            petition to be circulated.

          3)Delete provisions of the bill that would have required  
            professional petition firms (PPFs) to register with the SOS,  
            and that would have required PPFs to train the circulators  
            that they employ and to provide specified information to the  
            SOS about the paid circulators they employ.  Delete related  








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            provisions that would have required PPFs to maintain records  
            that would have been subject to inspection by the SOS, and  
            that would have required county elections officials to verify  
            that the individuals who circulated certain initiative  
            petitions were on a list of trained circulators maintained by  
            the SOS.

          4)Specify that if a person signs a petition for an initiative  
            both on a petition section that qualifies for meeting the 10%  
            requirement and on a petition section that does not qualify  
            for meeting the 10% requirement, the signature on the petition  
            that meets the 10% requirement shall count, and the other  
            signature shall not.

          5)Exclude referendum measures from any of the provisions of the  
            bill.

          6)Provide that a person who is paid to collect signatures on an  
            initiative petition is not eligible to collect signatures that  
            qualify toward the 10% requirement for that same initiative.

          7)Permit the SOS to adopt emergency regulations for the purposes  
            of this bill.

          8)Provide that the provisions of this bill do not apply to any  
            initiative measure for which the AG issues a circulating title  
            and summary before January 1, 2014.

          9)Revise the findings and declarations.

          10)Make other minor, corresponding, clarifying, and technical  
            changes.
           
          FISCAL EFFECT  :  According to the Senate Appropriations  
          Committee:

          1)Approximately $50,000 to SOS for revising regulations (General  
            Fund). 

          2)Unknown, probably not substantial, costs to local county  
            election officials (General Fund).

           COMMENTS  :  According to the author, "AB 857 preserves the  
          original intent of the initiative process by ensuring that  
          initiative measures have broad-based community support in order  








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          to qualify to appear on the ballot.  To achieve that goal, AB  
          857 requires at least 10% of the signatures gathered to qualify  
          a state initiative for the ballot to be collected by grassroots  
          signature gatherers.  Additionally, AB 857 helps ensure that  
          measures do not qualify for the ballot due to fraudulent  
          activity by prohibiting fraudulently collected signatures from  
          being used to qualify a measure for the ballot."

          Under the provisions of this bill, in order for a state  
          initiative measure to qualify for the ballot, at least 10% of  
          the signatures gathered on the petition for that measure would  
          have to be collected on petition sections that were circulated  
          by a person who does not receive money or other valuable  
          consideration exclusively or primarily for the purpose of  
          soliciting signatures of electors on the petition, as specified.  
           This "10% requirement" does not apply to state referendum or  
          recall petitions, nor does it apply to local initiatives,  
          referenda, or recalls.

          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 guarantee 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.  It could  
          be argued that the 10% requirement imposed by this bill could be  
          susceptible to a court challenge in light of the United States  
          Supreme Court's ruling in Meyer.  However, the 10% requirement  
          in this bill is distinguishable from the law struck down in  
          Meyer in a number of different ways, and thus may be more likely  
          to withstand constitutional scrutiny.

          Please see the policy committee analysis for a full discussion  
          of this bill.
           

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


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