BILL ANALYSIS                                                                                                                                                                                                    



                                                                  ACA 5
                                                                  Page  1

          Date of Hearing:  July 7, 2009

                  ASSEMBLY COMMITTEE ON ELECTIONS AND REDISTRICTING
                                  Paul Fong, Chair
                ACA 5 (Charles Calderon) - As Amended:  June 16, 2009
           
                              AS PROPOSED TO BE AMENDED

          SUBJECT  :  Initiatives: state general obligation bonds.

           SUMMARY  :  Requires an initiative measure that would authorize  
          the issuance of state general obligation (GO) bonds to be  
          approved by at least 66 percent of the voters who vote on the  
          measure.

           EXISTING LAW  : 

          1)Allows electors to propose statutes and amendments to the  
            Constitution and to adopt or reject them through the  
            initiative process.

          2)Requires any ballot measure that appears on the statewide  
            ballot to receive a majority of the votes cast on the measure  
            in order to be approved.

           FISCAL EFFECT  :  Unknown

           COMMENTS  :   

           1)Author's Amendments  :  Due to the fact that the committee  
            previously considered another proposal that would require  
            certain initiative bond measures to have a funding source and  
            that there is a proposal pending in the Senate that would  
            require  all  initiative measures that impose new state or local  
            costs to have a funding source, the author is proposing to  
            amend this measure to delete the similar provisions of this  
            measure that would require an initiative bond measure to have  
            a funding source.  As a result, the only change to existing  
            law made by this measure would be to increase the vote  
            threshold for approving an initiative bond measure from a  
            majority to 66 percent.  This analysis reflects those proposed  
            author's amendments.  
           
           2)Purpose of the Constitutional Amendment  :  According to the  
            author:








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               ACA 5 is a measure that seeks to reform the initiative  
               process in California as it pertains to the issuance of  
               statewide [GO] bonds that qualify for the ballot via  
               signatures.  The measure increases the threshold for voter  
               approval for these signature generated bond initiatives to  
               [66]% . . .

               There are two ways to issue statewide [GO] bonds in  
               California:

               1) A bond measure is approved by a 2/3 vote of both  
               legislative houses (subject to the legislative process) and  
               then goes to the ballot where it is subject to a vote of  
               the electorate, with a simple majority vote necessary for  
               approval.

               2) A bond petition may be circulated by voters to qualify a  
               measure for the ballot, where it then appears at the next  
               election for approval by a simple majority.

               The first method is the most common.  It subjects the  
               measure to legislative vetting and providing a  
               constitutional check before it appears on the ballot. 

               The second method, while not as common, lacks the fiscal  
               and legislative oversight that is necessary when  
               considering measures that leave the state responsible for  
               long term debt.  When a bond is considered by the  
               legislature, the long term costs and benefits are carefully  
               weighed as they must make considerations on the long term  
               debt service that goes with issuing the state's debt.  This  
               simply does not occur when a bond qualifies via signatures.  
                Additionally, it takes away discretion from the  
               legislature by adding unanticipated fiscal pressure that  
               accompanies this un-vetted debt.

               While there is no doubt that these bonds help to fund  
               important projects, there is a question as to whether  
               voters realize the full fiscal impact of approving these  
               bonds.  As the state faces almost yearly fiscal crisis, the  
               legislature is left to deal with the consequences of the  
               voters' decisions at the ballot box.  It is akin to a  
               college student running up the tab on their parents' credit  
               card, knowing that ultimately they are not responsible for  








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               having to pay down the debt.  Adding the [66]% threshold to  
               these types of measures would have the same effect as the  
               2/3 vote of the legislature for these measures- it  
               emphasizes the gravity of incurring such large amounts of  
               long term debt.

           3)Initiative Bond History  :  Since the creation of California's  
            initiative process in 1911, just 17 of the 331 initiative  
            measures that have appeared on the statewide ballot have  
            proposed to issue state GO bonds - about five percent.  Of  
            those 17 initiatives, nine have been approved-a success rate  
            of slightly more than 50 percent.  By comparison, about  
            one-third of statewide initiative measures that have appeared  
            on the ballot have been approved by voters.  The following  
            table details the 17 initiative bond measures that have  
            appeared on the ballot since 1911.  

           
             -------------------------------------------------------- 
            |Election|Prop. |      Subject       |  Amount   |Pass/Fa|
            |        |  #   |                    |           |  il   |
            |--------+------+--------------------+-----------+-------|
            |Nov.    |  11  |UC Construction     |$1.8       | Pass  |
            |1914    |      |                    |million    |       |
            |--------+------+--------------------+-----------+-------|
            |Nov.    |  38  |Los Angeles State   |$1.25      | Fail  |
            |1914    |      |Building            |million    |       |
            |--------+------+--------------------+-----------+-------|
            |Nov.    |  9   |Highways            |$40        | Pass  |
            |1920    |      |                    |million    |       |
            |--------+------+--------------------+-----------+-------|
            |Nov.    |  14  |Housing             |$100       | Fail  |
            |1948    |      |                    |million    |       |
            |--------+------+--------------------+-----------+-------|
            |Jun.    |  70  |Parks               |$776       | Pass  |
            |1988    |      |                    |million    |       |
            |--------+------+--------------------+-----------+-------|
            |Jun.    | 116  |Rail Transportation |$1.99      | Pass  |
            |1990    |      |                    |billion    |       |
            |--------+------+--------------------+-----------+-------|
            |Nov.    | 128  |Forestry            |$300       | Fail  |
            |1990    |      |                    |million    |       |
            |--------+------+--------------------+-----------+-------|
            |Nov.    | 129  |Drug                |$740       | Fail  |
            |1990    |      |Enforcement/Prisons |million    |       |








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            |--------+------+--------------------+-----------+-------|
            |Nov.    | 130  |Forest Acquisition  |$742       | Fail  |
            |1990    |      |                    |million    |       |
            |--------+------+--------------------+-----------+-------|
            |Nov.    | 138  |Forests & Parks     |$300       | Fail  |
            |1990    |      |                    |million    |       |
            |--------+------+--------------------+-----------+-------|
            |Jun.    | 180  |Parks               |$1.998     | Fail  |
            |1994    |      |                    |billion    |       |
            |--------+------+--------------------+-----------+-------|
            |Nov.    |  50  |Water               |$3.44      | Pass  |
            |2002    |      |                    |billion    |       |
            |--------+------+--------------------+-----------+-------|
            |Nov.    |  61  |Children's          |$750       | Pass  |
            |2004    |      |Hospitals           |million    |       |
            |--------+------+--------------------+-----------+-------|
            |Nov.    |  71  |Stem Cell Research  |$3 billion | Pass  |
            |2004    |      |                    |           |       |
            |--------+------+--------------------+-----------+-------|
            |Nov.    |  84  |Water & Parks       |$5.388     | Pass  |
            |2006    |      |                    |billion    |       |
            |--------+------+--------------------+-----------+-------|
            |Nov.    |  3   |Children's          |$980       | Pass  |
            |2008    |      |Hospitals           |million    |       |
            |--------+------+--------------------+-----------+-------|
            |Nov.    |  10  |Alternative Fuel    |$5 billion |Fail   |
            |2008    |      |Vehicles            |           |       |
             -------------------------------------------------------- 

           4)Outstanding Initiative Bond Measures  :  According to  
            information from the State Treasurer's office, there are 71  
            authorized and outstanding GO bonds as of May 1, 2009.  Of  
            those 71 bonds, only seven were placed on the ballot by  
            initiative - the remaining 64 bonds were placed on the ballot  
            by the Legislature.  Those seven bonds account for about 12.5  
            percent of the total amount of bonded indebtedness authorized  
            by the voters, and for about 17.6 percent of the long term  
            bonds that have been authorized, but not yet issued.

           5)Initiative Bond Measures Only  :  The 66 percent vote  
            requirement for initiative bond measures that is proposed by  
            this constitutional amendment applies to initiative bond  
            measures only; there would be no similar supermajority vote  
            requirement for costly initiative measures that were not bond  
            measures.  The reason for this distinction is unclear.








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          In fact, initiative bond measures make up a relatively small  
            portion of all bond measures and a very small portion of  
            General Fund spending.  In the 2009-10 budget year, the debt  
            service on initiative bond measures will be approximately $360  
            million - about 7.3 percent of the state's debt service for  
            all general obligation bonds for the fiscal year.  The  
            remaining 92.7 percent of debt service for general obligation  
            bonds will be for bonds that were placed on the ballot by the  
            Legislature.

          Initiative bond measures also make up a relatively small portion  
            of spending on initiative measures that have been enacted by  
            the voters.  Although a comprehensive accounting of the amount  
            of money that is spent annually to implement initiatives that  
            were approved by the voters is not available, the amount of  
            annual spending required by initiative measures that were not  
            bond measures clearly dwarfs the amount of spending required  
            by initiative bond measures.  In fact, the spending required  
            by Proposition 49 for after school programs will exceed $540  
            million in the 2009-10 fiscal year - more than the debt  
            service for  all  of the initiative bond measures in the fiscal  
            year.

          Given these facts, it is unclear whether it is desirable to  
            require a supermajority vote to approve initiative bond  
            measures without also imposing a similar requirement on the  
            proponents of  all  initiative measures.

           6)Is the 66 Percent Vote Requirement an Insurmountable Barrier  ?   
            The 66 percent vote threshold that this measure proposes to  
            require for initiative bond measures is so high that it may  
            serve to prevent any initiative bond measure from being  
            authorized by voters in the state ever again.  Of the 17  
            initiative bond measures that have appeared on the statewide  
            ballot since the initiative process was established, none of  
            them received the 66 percent threshold that would be required  
            by this constitutional amendment, and only two (Prop. 11 in  
            1914 and Prop. 70 in 1988) of the 17 were approved by more  
            than 60 percent of the voters.  As such, even if it is the  
            committee's desire to increase the vote threshold for voters  
            to approve initiative bond measures, it is unclear whether a  
            66 percent threshold would be appropriate.  Given California's  
            history with initiative bond measures, a 66 percent threshold  
            for approval for initiative bond measures would appear to  








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            impose a de facto ban on initiative bond measures in the  
            state.  
           
           7)Supermajority Vote Requirements  :  Currently, all state ballot  
            measures require a simple majority to be approved by the  
            voters, regardless of the changes to state law made by the  
            ballot measure.  If this constitutional amendment is approved  
            by voters, it would mark the first time that any measure that  
            appears on the state ballot would require more than a simple  
            majority to pass.  
           
           8)Related Measures :  ACA 3 (Blakeslee), which is pending in the  
            Assembly Appropriations Committee, would require initiative  
            bond measures of $1 billion or more to identify a funding  
            source.  ACA 3 was approved by this committee on a 7-0 vote.

          SCA 14 (Ducheny), which is pending in the Senate Appropriations  
            Committee, would require all state initiative measures that  
            would result in a net increase in state or local government  
            costs, instead of just bond measures, to identify a funding  
            source.

           9)Approval by Voters  :  As a constitutional amendment, this  
            measure requires the approval of the voters to take effect.

           REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           
          None on file.

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