BILL ANALYSIS                                                                                                                                                                                                    �






                         SENATE COMMITTEE ON ELECTIONS 
                         AND CONSTITUTIONAL AMENDMENTS
                           Senator Lou Correa, Chair


          BILL NO:   SB 3              HEARING DATE:  04/30/13
          AUTHOR:    YEE               ANALYSIS BY:   Darren Chesin
          AMENDED:   04/22/13
          FISCAL:    YES
          
                                     SUBJECT
           
          Political Reform Act: campaign reporting: campaign  
          treasurers
           
                                  DESCRIPTION  
          
           Cal-Access
           
           Existing law  requires the Secretary of State (SOS), in  
          consultation with the Fair Political Practices Commission  
          (FPPC), to provide an online and electronic filing system  
          for use by specified state candidates, committees,  
          lobbyists, lobbying firms, and lobbyist employers.  This  
          online reporting and disclosure system is commonly referred  
          to as the Cal-Access system.  The SOS must make all the  
          data filed using the system available on the Internet for  
          public viewing in an easily understood format and also  
          provide a means whereby entities that are required to file  
          statements or reports online or electronically with the SOS  
          pursuant to the PRA, can submit those required filings free  
          of charge.  

           This bill  states that it is the intent of the Legislature  
          to develop a single, statewide electronic filing system  
          that consolidates the filing of all state  and local   
          campaign statements and reports required by this title into  
          one searchable database that provides for, but is not  
          limited to, all of the following:

           Electronic filing of committee organization statements.

           Electronic filing of campaign statements by all state  
            committees, without regard to the amounts of  
            contributions and expenditures.










           Electronic filing of reports by all major donors at the  
            state and local levels when specified thresholds are met.

           A consolidated statewide network that includes a process  
            to import into the statewide database state-required  
            committee disclosures from each local jurisdiction that  
            has its own electronic filing system.

           A statewide, Internet Web-based database with expanded  
            filing and public search capabilities that are data  
            driven and user-friendly for all members of the public.

           This bill  would require the SOS to develop this electronic  
          filing system as follows:

           Not later than December 31, 2014, the SOS must develop a  
            feasibility study report (FSR) that will outline the  
            technology requirements and the costs of the electronic  
            filing system. The SOS must consult and coordinate with  
            other state agencies that he or she deems appropriate,  
            including, but not limited to, the FPPC, with respect to  
            data transitioning.

           The SOS must develop a funding plan that includes a  
            comprehensive and detailed project budget that will be  
            accurate through the duration of the project and will  
            include appropriate and reasonable contingencies.

           Not later than December 31, 2018, the SOS must complete  
            work on the development, construction, and launch of the  
            new electronic filing system.

           Campaign Reporting
          
          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.

           Existing law  requires candidates and committees to file a  
          report within 24-hours of making or receiving a  
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          contribution, or making an independent expenditure, of  
          $1,000 or more during the last 90 days before an election  
          (late contribution and late independent expenditure  
          reports).

           This bill  would change the terms "late contribution" and  
          "late independent expenditure," as defined in the PRA, to  
          "election-cycle contribution" and "election-cycle  
          independent expenditure," respectively, and would make  
          other conforming changes.

           Existing law  requires candidates and committees that are  
          required to file specified campaign statements by online or  
          electronic means with the SOS to additionally file the  
          original and one copy of those campaign statements in a  
          paper format with the SOS.  The paper originals, which are  
          signed, are considered the official filing for audit and  
          other legal purposes.

           This bill  repeals the requirement that these candidates and  
          committees file these paper reports.

           Existing law  requires each committee to file a statement of  
          organization within 10 days of becoming a committee. 

           This bill would reduce the time in which the statement of  
          organization must be filed to 5 days. 

           Existing law  provides that if any person files a copy of a  
          statement or report after any deadline imposed by the PRA,  
          he or she shall, in addition to any other relevant  
          penalties or remedies, be liable in the amount of $10 per  
          day until the statement is filed not to exceed the  
          cumulative amount stated in the late statement or report,  
          or $100, whichever is greater.

           This bill  would increase the fines and penalties imposed on  
          campaign statements and reports that are filed late from  
          $10 per day to $30 per day not to exceed 150% of the  
          cumulative amount stated in the late statement or report,  
          or $1,000, whichever is greater.

           Campaign Treasurers
           
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           Existing law  requires each committee to have a designated  
          treasurer who is identified in the statement of  
          organization.  A committee may not make an expenditure  
          without the authorization of the treasurer.

           This bill  would require a treasurer for a committee or  
          committees that have made cumulative contributions or  
          expenditures in excess of $250,000 to complete an online  
          certification course, designed and administered by the  
          FPPC.  The course would address the statutes and  
          regulations governing the financing of campaigns and the  
          duties and responsibilities of a treasurer  and it must be  
          completed within 20 business days after being designated as  
          the treasurer, or within 20 business days of exceeding the  
          $250,000 threshold. 

                                    BACKGROUND  
          
           Cal-Access Status  :  Created in 1999, Cal-Access is a  
          database and filing system the SOS has used to make much of  
          the lobbying and campaign finance information available  
          online at no cost to users.  In late November 2011, the  
          Cal-Access system went down, and the system was unavailable  
          for most of the month of December.  Shortly following that  
          incident, the SOS provided the following information about  
          the status of the Cal-Access system and the challenges to  
          replacing that system with a new (and more robust) campaign  
          and lobbying disclosure database:

               Cal-Access is a suite of applications developed  
               in 13 different programming languages which,  
               until [recently], ran the system on a server  
               cluster and associated components?that are more  
               than 12 years old, using an uncommon version of  
               the Unix operating system.?While the [SOS] has  
               the funding to maintain the existing hardware and  
               software, finding parts and qualified people to  
               do the maintenance on such outdated equipment has  
               been increasingly difficult?.

               The Cal-Access system went down November 30, was  
               restored December 7, went down December 9, and  
               was restored again on December 30.  The causes of  
               the outages were layered and complex and no quick  
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               fix was available?. 

               The recovery efforts that [SOS] staff and  
               contractors pursued in December should stabilize  
               Cal-Access and enable it to continue running, but  
               the system can never be made stronger or patched  
               with new features.  Any attempt to upgrade or  
               modernize Cal-Access could be as risky,  
               time-consuming, and expensive as developing and  
               deploying a new system.  Even the December work  
               to restore Internet availability of Cal-Access  
               will not last forever.  It is highly likely that  
               Cal-Access will require more robust servers in  
               the next three to four years simply to continue  
               providing access to the ever-growing volume of  
               information.

               The cost of an entirely new system and the speed  
               with which it can be deployed will depend on many  
               factors and ultimately can only be borne out  
               through the state's IT procurement process, which  
               history has shown to be lengthy and expensive.   
               Before the Cal-Access outage began on November  
               30, my office was looking at existing commercial  
               off-the-shelf (COTS) products, as well as systems  
               used by other states to prepare a feasibility  
               study report (FSR) - the project blueprint that  
               is the required precursor for an IT project and  
               subject to approval by state control agencies.   
               Any consideration of an FSR, along with the  
               subsequent legislative and gubernatorial review  
               of any budget change proposal to conduct a  
               procurement, would take into account the  
               replacement of Cal-Access in the context of the  
               two major IT procurements - VoteCal and  
               California Business Connect - that my office is  
               currently conducting.

           The PDATA Fund  .  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 bill created the Political  
          Disclosure, Accountability, Transparency, and Access Fund  
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          (PDATA Fund) in the State Treasury and required the new fee  
          revenue to be used for the online and electronic disclosure  
          of reports filed pursuant to the PRA.  Moneys deposited in  
          the PDATA Fund are subject to appropriation by the  
          Legislature for the maintenance, repair, and improvement of  
          the online or electronic disclosure program implemented by  
          the SOS pursuant to existing law (Cal-Access).  It is  
          estimated that these fees will result in approximately  
          $490,000 of new revenue yearly for the PDATA Fund.



                                     COMMENTS  
          
            1. According to the author  :  In winter of 2011, the  
             Secretary of State's online campaign finance and  
             lobbying disclosure website (also known as  
             Cal-ACCESS) crashed for nearly a month.  During  
             that time regulated parties sought other means of  
             filing legally required disclosure forms; the media  
             and government watchdogs were forced to wait until  
             the system was restored in order to continue using  
             the system to do important accountability work; and  
             the public was left in the dark regarding how much  
             money and what type of activity took place in the  
             political industry.  Luckily, this crash occurred  
             during a quiet time in state politics and during a  
             non-election year.  However, this incident only  
             supported the ongoing commentary among independent  
             watchdogs, candidates, consultants, lobbyists and  
             media publications that the decade-old design of  
             Cal-ACCESS is outdated and does not meet the 21st  
             Century data standards or demands of today. 

           In 2012, Common Cause sponsored legislation authored  
             by Senator Yee that created a dedicated funding  
             source for a new online disclosure system through  
             registration fees gathered from lobbyists and  
             political committees.  Senate Bill 1001 created the  
             Political Disclosure, Accountability, Transparency,  
             and Access Fund for the purpose of paying for  
             maintenance and an eventual upgrade to the  
             Cal-ACCESS system.

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           Senate Bill 3 is the second half of the Sunshine in  
             Campaigns Act (including SB 2).  SB 3 is also a  
             continuation of the work done in Senate Bill 1001  
             with its major provisions that set out statutory  
             deadlines for when the Secretary of State will need  
             to complete the design and development of a new  
             online disclosure system that will meet today's  
             information technology standards.  A new disclosure  
             system will make searching for data more accessible  
             and make campaign and lobbying spending easier for  
             the regulated community, all while improving the  
             public's experience with this important resource.

           In addition to providing for a new state online  
             disclosure system, SB 3 also allows local  
             jurisdictions to allow for electronic filing in  
             lieu of paper disclosures if the jurisdiction  
             allows it.  This reform will save local governments  
             money and make filing campaign statements easier  
             for local candidates and committees. 

           SB 3 also makes important changes to what the state  
             designates as "late" contributions or independent  
             expenditures.  This change will amend the term  
             "late" with the term "election-cycle" which is less  
             confusing to voters and regulated individuals and  
             closer to how the FPPC designates these  
             transactions in regulations. 





                                    POSITIONS  

          Sponsor: California Common Cause
                   
           Support: California Clean Money Campaign 
                    League of Women Voters of California

           Oppose:  None received



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