BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 2771
                                                                  Page  1

          Date of Hearing:   April 18, 2006

                  ASSEMBLY COMMITTEE ON ELECTIONS AND REDISTRICTING
                                  Tom Umberg, Chair
                     AB 2771 (Leno) - As Amended:  April 3, 2006
           
          SUBJECT  :   Political Reform Act of 1974: electronic filing.

           SUMMARY  :   Suspends the requirement that certain specified  
          entities must file campaign reports online or electronically  
          until January 1, 2010 or until the first filing due six months  
          after the Secretary of State (SOS) has developed a free online  
          filing process, whichever is earlier.  Specifically,  this bill  :   


          1)Makes various findings and declarations about the cost to  
            committees for complying with the requirement that they file  
            online or electronically and about the failure of the SOS to  
            timely provide a means of free online or electronic filing.

          2)Provides that any general purpose committee, small contributor  
            committee, or slate mailer organization that is otherwise  
            required by existing law to file online or electronically that  
            has not cumulatively received contributions or made  
            expenditures totaling $50,000 within three years of the  
            applicable beginning date for calculating cumulative totals  
            need not file online or electronically until January 1, 2010,  
            or until the first filing date more than six months after the  
            Fair Political Practices Commission (FPPC) has certified that  
            the free online filing processes developed by the SOS are  
            sufficiently simple to access and use that a person without  
            technical training or support can reasonably be expected to  
            file without that training or support, whichever is earlier.

          3)Permits the SOS, when developing a means or method whereby  
            filers required to file campaign reports online or  
            electronically can do so free of charge, to include some  
            enhanced functions as long as the method does not include any  
            additional services beyond those needed to file the campaign  
            reports.

           EXISTING LAW  : 

          1)Requires, by December 31, 2002, that the SOS, in consultation  
            with the FPPC, develop a means or method whereby filers who  








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            are required to submit campaign filings online or  
            electronically may do so free of charge.

          2)Requires the following persons to file all campaign reports  
            online or electronically with the SOS;

             a)   Candidates who have received contributions or loans, or  
               made expenditures or loans, cumulatively totaling $50,000  
               or more;

             b)   General purpose committees that have received  
               contributions or made expenditures cumulatively totaling  
               $50,000 or more to support or oppose candidates for  
               elective state office or state measures;

             c)   Slate mailer organizations with cumulative reportable  
               payments received or made of $50,000 or more; and,

             d)   Lobbyists, lobbying firms, or lobbyist employers with  
               reportable payments, expenses, contributions, gifts, or  
               other items of $5,000 or more in any calendar quarter.

          3)Provides that the beginning date for calculating cumulative  
            totals to determine whether a candidate, general purpose  
            committee, or slate mailer organization is required to file  
            online or electronically is January 1, 2000 for a committee or  
            slate mailer organization that existed prior to January 1,  
            2000.  For a committee or slate mailer organization that did  
            not exist prior to January 1, 2000, the beginning date is the  
            date the committee first became a committee or slate mailer  
            organization.

           FISCAL EFFECT  :   Unknown

           COMMENTS  :   

           1)Purpose of the Bill  :  According to the author, local slate  
            mailer organizations that are required to file campaign  
            reports online have been put in an unfair position because the  
            SOS has not yet completed a free online filing method, as  
            required by law, and the two private vendors who provide  
            online filing services for slate mailer organizations are  
            unwilling to take the local slate mailer organizations as  
            clients because those organizations do not provide a  
            sufficient amount of business.  As a result, these local slate  








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            mailer organizations are facing fines of $100 per day for  
            failure to file online, as required by law.  The FPPC is aware  
            of the situation and is declining to take enforcement actions  
            against these local slate mailer organizations.  However, a  
            local slate mailer organization could be subject to fines and  
            civil penalties if a citizen took advantage of the provisions  
            of the Political Reform Act (PRA) that allow any citizen to  
            file a civil suit to enforce the PRA.

           2)Electronic Campaign Filing and Previous Legislation :  SB 49  
            (Karnette), Chapter 866, Statutes of 1997, the Online  
            Disclosure Act of 1997, required the SOS to develop a process  
            whereby reports and statements required under the PRA could be  
            filed online and viewed by the public.  SB 49 also required  
            certain candidates, committees, slate mailer organizations,  
            lobbyists, lobbyist employers, and lobbying firms to file  
            campaign reports online.

          AB 696 (Longville), Chapter 917, Statutes of 2001, required the  
            SOS to provide, by December 31, 2002, a means or method  
            whereby individuals subject to online and electronic filing  
            disclosure requirements of the PRA may submit required filings  
            free of charge.  At the time AB 696 was moving through the  
            Legislature, the SOS indicated that it would cost $600,000 to  
            develop a method whereby individuals subject to electronic  
            filing disclosure requirements of the PRA could submit those  
            filings free of charge.  As such, AB 696 appropriated $600,000  
            to the SOS for that purpose.

          However, more than three years after the deadline, the SOS has  
            not yet completed the free online filing method for all  
            individuals who are required to file online or electronically.  
             While all quarterly lobbying disclosure forms can be filed  
            online or electronically for free, there are a number of  
            campaign disclosure forms that cannot be filed online or  
            electronically for free.  None of the required campaign  
            filings for slate mailer organizations can be filed online  
            through the SOS's web site for free.

          The failure of the SOS to develop a free online filing method in  
            a timely manner has slowed attempts to provide for more timely  
            and thorough campaign disclosure.  SB 1849 (Karnette) of 2004,  
            would have lowered certain monetary thresholds which trigger  
            electronic filing requirements.  The lower thresholds in SB  
            1849 would have expanded access to campaign disclosure reports  








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            by requiring a larger number of candidates and committees to  
            file campaign reports electronically.  However, Governor  
            Schwarzenegger vetoed SB 1849, noting in his veto message that  
            it would be premature to lower the filing thresholds until the  
            SOS finished the free online filing system.

          This bill would temporarily suspend the electronic filing  
            requirement for certain general purpose committees and slate  
            mailer organizations until 2010 or until the first filing due  
            six months after SOS has finished the free filing system,  
            whichever comes first.  The suspension of that requirement  
            would apply only for those committees and slate mailer  
            organizations that did not reach the cumulative thresholds for  
            filing electronically within the first three years of the  
            beginning date for calculating cumulative totals.  That means  
            that committees and slate mailer organizations that existed  
            prior to January 1, 2000 will not be required to file online  
            or electronically unless they reached the threshold for  
            mandatory online filing before January 1, 2003-the date by  
            which the free filing system was required to be in operation.

           3)Enhanced Functions  ?  One of the provisions of AB 696  
            prohibited the SOS, when developing the free filing method,  
            from providing "any additional or enhanced functions or  
            services that exceed the minimum requirements necessary to  
            fulfill the disclosure provisions" of state law.  This  
            provision was included in AB 696 to protect the investment of  
            private vendors who had spent time and money developing  
            software to submit required campaign filings electronically.   
            Because most private vendors offered campaign services that  
            went beyond the electronic filing of campaign reports, the  
            vendors were confident that they could recoup their  
            investments in developing the electronic filing software as  
            long as the SOS was prohibited from providing these additional  
            services for free.

          This bill would instead prohibit the SOS from providing "any  
            additional services that exceed the minimum requirements  
            necessary to fulfill the disclosure provisions" of state law.   
            According to the author's office, this change in law is  
            intended to allow the SOS to add minimal additional  
            functionality to the free filing method, such as offering  
            "pre-populated data" on the online filing option, that will  
            provide for greater ease of use without competing against the  
            additional services offered by private vendors.








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           4)Related Legislation  :  AB 2902 (N??ez), also being heard in  
            this committee today, requires the SOS to report to the  
            Legislature on the implementation and development of online  
            and electronic filing of campaign reports, with a specific  
            emphasis on the status of the development of a method by which  
            filers may file required reports online or electronically free  
            of charge.  
           
           5)Political Reform Act of 1974  :  California voters passed an  
            initiative, Proposition 9, in 1974 that created the FPPC and  
            codified significant restrictions and prohibitions on  
            candidates, officeholders and lobbyists. That initiative is  
            commonly known as the PRA.  Amendments to the PRA that are not  
            submitted to the voters, such as those contained in this bill,  
            must further the purposes of the initiative and require a 2/3  
            vote of both houses of the Legislature.

           REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           
          None on file.

           Opposition 
           
          None on file.
           
          Analysis Prepared by  :    Ethan Jones / E. & R. / (916) 319-2094