BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 9
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          Date of Hearing:  May 5, 2009

                  ASSEMBLY COMMITTEE ON ELECTIONS AND REDISTRICTING
                                  Paul Fong, Chair
                 AB 9 (John Perez) - As Introduced:  December 1, 2008
           
          SUBJECT  :  Political Reform Act of 1974: expenditures.

           SUMMARY :  Specifies that a payment of public moneys by a state  
          or local government agency for a communication regarding a  
          ballot measure is an expenditure for the purposes of the  
          Political Reform Act (PRA) unless certain conditions are met.   
          Specifically,  this bill  :  

          1)Provides that an "expenditure," for the purposes of the PRA,  
            includes the payment of public moneys by a state agency or  
            local government agency, or by an agent of that agency, for a  
            communication to the electorate within the jurisdiction of  
            that agency regarding a clearly identified measure, unless  
            either of the following applies:

             a)   The information in the communication constitutes a fair  
               and impartial presentation of relevant facts relating to  
               the measure; or,

             b)   The communication is otherwise required by law.

          2)Provides that for the purposes of this bill, a communication  
            clearly identifies a measure if either of the following  
            applies:

             a)   In the case of a measure that has qualified to be placed  
               on the ballot:

               i)     The communication states a proposition number,  
                 official title or popular name associated with the  
                 measure; or, 

               ii)    The communication refers to the subject matter of  
                 the measure and either states that the measure is before  
                 the people for a vote or, taken as a whole and in  
                 context, unambiguously refers to the measure.

             b)   In the case of a measure that has not qualified to be  
               placed on the ballot, if the communication refers to the  








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               subject matter of the measure and to the qualification  
               drive.

           EXISTING LAW  :

          1)Creates the Fair Political Practices Commission (FPPC), and  
            makes it responsible for the impartial, effective  
            administration and implementation of the PRA.

          2)Makes it unlawful for any elected state or local officer to  
            use or permit others to use public resources for a campaign  
            activity.  Provides that "campaign activity" means an activity  
            constituting a contribution or expenditure as defined under  
            the PRA.  Provides that the use of public resources for  
            providing information to the public about the possible effects  
            of any bond issue or other ballot measure on state activities,  
            operations, or policies is not prohibited provided that the  
            information activities are otherwise authorized by law, and  
            the information provided constitutes a fair and impartial  
            presentation of relevant facts.

           FISCAL EFFECT  :  Keyed non-fiscal by the Legislative Counsel.

           COMMENTS  :   

           1)Purpose of the Bill  :  According to the author:

               Existing law states that no agency or department of the  
               state may use its publications to advise state employees of  
               any constitutional officer's choice of candidates for  
               public office or for recommending positions on specific  
               ballot propositions not related to the functions of that  
               agency or department. (Elections Code Section 18390.)

               This past election cycle concerns were raised that some  
               local agencies were blurring the line between providing  
               information and "advocating" on behalf of certain measures  
               on the ballot.  In Los Angeles, the LA Metropolitan Transit  
               Authority (MTA) has posted a page on its website devoted to  
               the Measure R half-cent sales tax increase campaign.  It  
               stopped short of urging people to vote for Measure R but  
               said of transit resources, "more is needed" to reduce  
               traffic congestion.  Under pressure, MTA removed the [Web  
               page].  Similar concerns were raised by the FPPC on  
               campaigns across the state.








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               A recent court decision muddied the issue by stating that a  
               communication is not a political expenditure unless the  
               communication contains express advocacy, according to a  
               report by the state Fair Political Practices Commission.

               In order to address this issue, AB 9 clarifies existing law  
               that an expenditure includes the payment of public moneys  
               by a state agency or local government agency, or by an  
               agent of that agency, for a communication to the electorate  
               within the jurisdiction of that agency regarding a clearly  
               identified measure, except if the communication constitutes  
               a fair and impartial presentation of the facts relating to  
               the measure or the communication is otherwise required by  
               law.

           2)Recent Litigation  :  As the author notes above, a California  
            Appellate Court recently ruled that a communication paid for  
            by a public entity regarding a measure that was to appear on  
            the ballot was not prohibited by law unless the communication  
            expressly advocated an election outcome on the measure.  In  
            that case,  Vargas v. City of Salinas  (2005) 135 Cal App. 4th  
            361, the Sixth District Court of Appeals concluded that the  
            City of Salinas had not violated existing state law  
            prohibiting the use of public resources for campaign activity  
            when it made communications using public funds in connection  
            with a local measure to repeal the city's utility tax.  The  
            Court found that because the communications produced by the  
            City using public funds did not "expressly advocate" an  
            election outcome, they were permitted under existing law.  The  
            Court's decision in  Vargas  referenced the FPPC's regulations  
            that specify what it means for a communication to "expressly  
            advocate" an election outcome.  Pursuant to those regulations,  
            a communication "expressly advocates" an election outcome if  
            it contains express words of advocacy such as "vote for,"  
            "elect," "support," "cast your ballot," "vote against,"  
            "defeat," "reject," "sign petitions for" or otherwise refers  
            to a clearly identified candidate or measure so that the  
            communication, taken as a whole, unambiguously urges a  
            particular result in an election.

          On April 20, 2009, the California Supreme Court upheld the  
            Appellate Court's decision in  Vargas  , finding that the City of  
            Salinas did not violate existing state law when it used public  
            resources to produce communications discussing the measure to  








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            repeal the city's utility tax  (  Vargas v. City of Salinas   
            (2009) S140911).  However, the Supreme Court found that the  
            Appellate Court had ruled incorrectly when it found that a  
            communication created using public resources had to "expressly  
            advocate" an election outcome in order for that communication  
            to be illegal under existing law.  Instead, the Supreme Court  
            found that a municipality's expenditure of public funds for  
            materials or activities that reasonably are characterized as  
            campaign materials or activities is not authorized by existing  
            law, even when the message delivered does not constitute  
            express advocacy.  Writing for a unanimous court, Chief  
            Justice Ron George wrote that "[i]f a public entity could  
            expend public funds for any type of election-related  
            communication so long as the communication avoided 'express  
            words of advocacy' and did not 'unambiguously urge[] a  
            particular result,' the public entity easily could overwhelm  
            the voters by using the public treasury to finance bumper  
            stickers, posters, television and radio advertisements, and  
            other campaign material containing messages that, while  
            eschewing the use of express advocacy, nonetheless as a  
            realistic matter effectively promote one side of an election."  
             [Internal citation omitted.]  Instead, the Supreme Court  
            found that public resources may be used to create and  
            disseminate communications relating to a ballot measure only  
            when such communications are informational material containing  
            a fair and impartial presentation of relevant facts.  
           
           3)Related FPPC Regulation  :  At its December 2008 meeting, the  
            FPPC adopted a regulation that is substantially similar to the  
            policy proposed by this bill.  That regulation provides that a  
            payment of public moneys by a state or local government  
            agency, or by an agent of the agency, for communications  
            directed to the voters of the jurisdiction, about a measure  
            are considered an expenditure unless the information provided  
            constitutes a fair and impartial presentation of the facts  
            related to the measure.  Because the FPPC has already adopted  
            a regulation that is substantively identical to this bill, the  
            need for this bill is unclear.  
           
           4)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,  








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            must further the purposes of the initiative and require a  
            two-thirds vote of both houses of the Legislature.

           REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           
          American Federation of State, County and Municipal Employees,  
          AFL-CIO
          Fair Political Practices Commission

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