BILL ANALYSIS                                                                                                                                                                                                    Ó




                   Senate Appropriations Committee Fiscal Summary
                            Senator Kevin de León, Chair


          SB 2 (Lieu) - Campaign Statements
          
          Amended: May 6, 2013            Policy Vote: E&CA 4-1
          Urgency: No                     Mandate: No
          Hearing Date: May 13, 2013      Consultant: Maureen Ortiz
          
          This bill meets the criteria for referral to the Suspense File.
          
          
          Bill Summary:  SB 2 establishes new campaign report filing  
          requirements, authorizes the Fair Political Practices Commission  
          (FPPC) to perform additional audits, and increases various fines  
          and penalties relating to campaign reporting laws.

          Fiscal Impact: 

              Potential increase in penalty revenue of $200,000 -  
              $300,000 annually (General)
              Potential increase in  revenue of approximately $15,000  
              (PDATA Fund)
              FPPC indicates annual costs of $389,048 plus one-time costs  
              of $8,000 (General)

          FPPC costs result from the need for 1PY Senior Commission  
          Counsel, 1 PY FPPC Counsel, and 2 PYs Political Reform  
          Consultant.  One-time costs result from workstations and  
          furniture.

          Background: Existing law, pursuant to the Political Reform Act  
          (PRA), requires candidates, political committees, and slate mail  
          organizations to file specified periodic and activity-based  
          campaign finance reports, including semiannual statements,  
          pre-election statements, supplemental pre-election statements,  
          and late contribution/expenditure reports that include specified  
          campaign finance information.

          These campaign statements must disclose, among other things,  
          specified information about contributors who have made aggregate  
          contributions, as defined, of $100 or more as well as similar  
          information about expenditures of $100 or more.

          Candidates and committees that are required to file specified  








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          campaign statements by online or electronic means with the  
          Secretary of State (SOS) must additionally file the original and  
          one copy of those campaign statements in a paper format with the  
          SOS.  The paper originals will continue to be considered the  
          official filing for audit and other legal purposes until the SOS  
          determines that the online or electronic campaign disclosure  
          system is operating securely and effectively. 

          Existing law permits the Fair Political Practices Commission to  
          make investigations and audits with respect to any reports or  
          statements required under the PRA. However, those audits are  
          prohibited until after the last date for filing the first report  
          or statement following the general, runoff, or special election  
          for the office for which the candidate ran, or following the  
          election at which the measure was adopted or defeated.

          SB 1001 (Yee), Chapter 506 of 2012 imposed a new $50 fee on  
          specified committees that are required to file disclosure  
          reports pursuant to the PRA and increased fees by $25 per year  
          on lobbying firms and lobbyist employers.  The measure created  
          the Political Disclosure, Accountability, Transparency, and  
          Access Fund (PDATA Fund) and require the new fee revenue to be  
          used for the maintenance, repair, and improvement of the online  
          or electronic disclosure program implemented by the Secretary of  
          State.

          Proposed Law:  SB 2 repeals existing campaign reporting  
          requirements and instead establishes new quarterly statements,  
          monthly statements, pre-election statements, postelection  
          statements, and year-end statements for filing, as specified,  
          including, but not limited to, all of the following:

          a.Elected officers, candidates, committees, and slate mailer  
            organizations will be required to file quarterly statements  
             each  year.

          b.Candidates who receive contributions of less than $1,000, and  
            who make expenditures of less than $1,000, in a calendar year  
            will not be required to file quarterly statements, as  
            specified.

          c.Elected officers whose salaries are less than $200 a month,  
            judges, judicial candidates, and their controlled committees  








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            will not be required to file quarterly statements for any  
            three-month period in which they have not made or received any  
            contributions or made any expenditures.

          d.A judge who is not listed on the ballot for reelection to, or  
            recall from, any elective office during a calendar year will  
            not be required to file quarterly statements for any  
            three-month period in that year if the judge has not received  
            any contributions and the only expenditures made by the judge  
            during the calendar year are contributions from the judge's  
            personal funds to other candidates or committees totaling less  
            than $1,000.

          e.A candidate, committee, or slate mailer organization that is  
            required to file monthly statements during an even-numbered  
            year will not be required to file quarterly statements during  
            an even-numbered year.

          f.During each  even-numbered year , the following entities shall  
            file monthly statements:

                 Ballot measure committees.
                 Slate mailer organizations.
                 Committees not controlled by a candidate, if the  
               candidate for whom the committee is primarily formed to  
               support or oppose will appear on the ballot for the primary  
               or general election held in that even-numbered year.
                 Candidates for statewide elective office and their  
               controlled committees, if they will appear on the ballot  
               for the primary or general election held in that  
               even-numbered year.

          a.During each  odd-numbered year  in which an election occurs, the  
            following entities shall file a monthly statements for the  
            period covering each month in which the entity has spent  
            $1,000 or more to support or oppose a candidate or ballot  
            measure in that election:

                 A ballot measure committee primarily formed to support  
               or oppose a ballot measure appearing on the ballot.
                 A slate mailer organization that produces a slate mailer  
               supporting or opposing candidates or ballot measures  
               appearing on the ballot.








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                 A committee not controlled by a candidate, if the  
               candidate for whom the committee is primarily formed to  
               support or oppose will appear on the ballot.
                 A candidate for statewide elective office and the  
               candidate's controlled committees, if the candidate for  
               statewide elective office will appear on the ballot.

          a.An elected official, candidate, committee, or slate mailer  
            organization may elect to file monthly statements in lieu of  
            filing quarterly.  

          b.During an  even-numbered year  , all candidates for elective  
            office to be voted upon in the statewide primary election or  
            statewide general election, their controlled committees,  
            committees formed primarily to support or oppose an elected  
            state officer or candidate for state elective office being  
            voted upon at the election, all committees formed primarily to  
            support or oppose a ballot measure to be voted upon at the  
            statewide primary election or statewide general election, and  
            slate mailer organizations shall file a  year-end  campaign  
            statement.  The year-end statement shall be filed by January  
            31 of the year following the year of the election and shall  
            cover the time period starting on the 21st day following the  
            election and ending December 31 of the year in which the  
            election occurred.

          c.A candidate whose name appeared on a statewide primary  
            election ballot and that candidate's controlled committees  
            shall not be required to file a year-end statement if that  
            candidate does not advance to the general election, unless the  
            candidate or the candidate's controlled committees expend  
            funds to support or oppose another candidate or a ballot  
            measure that will be voted on at the general election. 

          Additionally, SB 2 increases the penalties for the late filing  
          of campaign reports from $10 per day to $30 per day.  The  
          penalties for filing late campaign reports in FY 2012-13 was  
          $163,456, in FY 2011-12 was $181,195, and in FY 2010-11 the  
          penalty revenue totaled $197,384.  Since the bill essentially  
          triples the fine, revenue could also triple however it is more  
          likely that the increase in penalties will result in better  
          compliance.









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          SB 2 also adds a 15% surcharge for improperly reporting  
          laundered or earmarked contributions and requires that revenue  
          to be deposited into the PDATA Fund to be used for maintenance  
          on the Cal-ACCESS database.

          SB 2 also authorizes the FPPC to perform audits prior to the  
          date of the election and prior to the date that a statement or  
          report is required to be filed, and authorizes the FPPC to seek  
          an injunction to compel compliance with the audit.

          Certain disclosure information is currently required on all  
          slate mailers.  SB 2 will additionally require that each  
          candidate and ballot measure whose appearance has been paid for  
          by a third party be designated by an @.

          Staff Comments: Under existing law, candidates and committees  
          generally are required to file regular campaign disclosure  
          reports semi-annually.  Candidates generally are required to  
          file two pre-election campaign statements for any election where  
          they will appear on the ballot, and certain non-candidate  
          committees similarly must file pre-election reports.  When  
          candidates and committees are required to file these  
          pre-election reports, they generally must also file late  
          contribution reports, and late IE reports, disclosing within  
          24-hours any contributions made or received and IEs made of  
          $1,000 or more in the last 16 days before the election.   
          Candidates and committees can also be required to file  
          additional special campaign reports at other times of year,  
          based on the particular campaign finance activity of the  
          candidate or committee.

          This bill seeks to eliminate many of the special activity-based  
          reports in favor of requiring more frequent regular reports.

          SB 2 will adopt slate mailer recommendations from the FPPC's  
          Chairman's Task Force that include language access to slate  
          mailer disclosures when the slate mailer is in a language other  
          than English.  Slate mailer reforms also include a new symbol to  
          alert voters when certain advertisements are purchased by third  
          parties or IEs.  Current law does not provide for such a  
          designation. 

          Lastly, SB 2 gives the FPPC discretionary audit tools that will  








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          allow them to react and investigate violations prior to Election  
          Day.  Most of the FPPC's discretionary audit powers can now only  
          be utilized after the election, which prevents the FPPC from  
          reacting to violations in progress that may affect the result of  
          a contest. 

          SB 2 amends the Political Reform Act and will require 2/3rd vote  
          on the Senate Floor.