BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 436
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          Date of Hearing:   March 31, 2009

                  ASSEMBLY COMMITTEE ON ELECTIONS AND REDISTRICTING
                                  Paul Fong, Chair
                 AB 436 (Saldana) - As Introduced:  February 24, 2009
           
          SUBJECT  :   Elections: initiatives.

           SUMMARY  :   Increases the fee that the proponents of an  
          initiative measure are required to pay at the time of submitting  
          the draft of the measure to the Attorney General (AG) from $200  
          to $2,000.  Specifies that the fee revenues shall be used for  
          the reimbursement of the costs incurred by the AG for preparing  
          the title and summary of the proposed initiative measure.   
          Requires the AG annually to review this fee and adjust it to  
          reflect any increase in the California Consumer Price Index  
          (CPI).  

           EXISTING LAW  : 

          1)Establishes a process for the AG to prepare a summary of the  
            chief purposes and points of a proposed measure.  Requires the  
            AG to provide a copy of the title and summary to the Secretary  
            of State within 15 days after receipt of the final version of  
            a proposed initiative measure, or if a fiscal estimate or  
            opinion is to be included, within 15 days after receipt of the  
            fiscal estimate or opinion prepared by the Department of  
            Finance (DOF) and the Joint Legislative Budget Committee  
            (JLBC). 

          2)Requires proponents of any initiative measure, at the time of  
            submitting the draft of the measure to the AG, to pay a fee of  
            two hundred dollars ($200), which shall be placed in a trust  
            fund in the office of the Treasurer and refunded to the  
            proponents if the measure qualifies for the ballot within two  
            years from the date the summary is furnished to the  
            proponents.  If the measure does not qualify within that  
            period, the fee shall be immediately paid into the General  
            Fund of the state. 

          3)Specifies that in preparing a title and summary, the AG shall  
            determine whether the substance thereof, if adopted, would  
            affect the revenues or expenditures of the state or local  
            government, and if he or she determines that it would, he or  
            she shall include in the title either the estimate of the  








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            amount of any increase or decrease in revenues or costs to the  
            state or local government. 

           FISCAL EFFECT  :   Unknown

           COMMENTS  :   

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

               In California, proponents must submit the text of a measure  
               to the state Attorney General's office and pay a $200  
               filing fee before they can begin circulating petitions for  
               signatures.  Originally set in 1943, this $200 fee was  
               intended to cover the administrative costs of analyzing and  
               verifying petitions and to discourage frivolous proposals.   
               The filing fee is then refunded to proponents if the  
               measure qualifies for the ballot (Elections Code Section  
               9004), and this practice is unaffected by the provisions of  
               this bill.

               AB 436 addresses the drastic disparity between the  
               historical cost to file an initiative measure and the  
               actual cost incurred by our state's Attorney General to  
               prepare a measure's title and summary.  The initiative  
               process in California has radically changed since its  
               inception in 1911 and the designation of its filing fee in  
               1943, and there is a pressing need to balance the cost to  
               proponents to file initiative measures with the cost to the  
               state to prepare them.

               The current filing fee for initiative measures no longer  
               covers the Attorney General's administrative costs.  For  
               2007-2008, the median cost to the Attorney General to  
               prepare titles and summaries for initiative measures was  
               $3,157; of those measures, one of the most expensive was  
               Proposition 9 ("The Victims' Bill of Rights Act of 2008:  
               Marsy's Law") which bore a price tag of $15,504.50.  Since  
               Proposition 9 qualified for the ballot, its $200 filing fee  
               was refunded to the proponents.  Adjusted for inflation,  
               the value of the $200 filing fee in 1943 corresponds to  
               approximately $2,441 today.

               The current fee also fails to discourage frivolous  
               propositions as it could in 1943.  Oftentimes, initiative  
               proponents submit multiple, incrementally different  








                                                                  AB 436
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               versions of a single initiative measure for preparation of  
               their titles and summaries while they poll test which  
               version is most likely to garner the necessary votes to  
               pass at the ballot.  This practice - known to many as  
               "ballot title shopping" - is facilitated by our state's  
               nominal filing fee and costs the Attorney General far more  
               to prepare each version of a measure than what the fees  
               offset.  For example, four versions of Prop. 9 were  
               prepared by the Attorney General in 2007-2008 at a total  
               cost of $27,231.  Since only one of the four versions was  
               pursued to qualify for the ballot, proponents paid a mere  
               $600 for the state to provide its service.  
               
           2)Attorney General's Process for Preparing Ballot Summaries and  
            Titles  :  Before circulating a measure, initiative proponents  
            must first submit their proposal to the AG's office.  The AG  
            obtains a fiscal analysis from the DOF and the JLBC and then  
            provides the proponent with a title and summary that must be  
            placed at the top of each petition.  Current law states that  
            proponents must pay a $200 fee to the AG, a fee that is  
            refunded if the initiative qualifies for the ballot. 

           3)Increasing Number of Initiatives and Ballot Summaries:    
            According to the AG's office, there has been a steady increase  
            in the number of initiative proposals submitted in the last  
            few decades.  In the 1960s, just 47 proposed initiatives were  
            submitted to the AG for a title and summary to be prepared - a  
            number that more than tripled to 180 proposed initiative  
            measures in the 1970s.  In the 1980s, 282 proposed initiatives  
            were submitted to the AG, while in the 1990s, 391 were  
            submitted - more than double the number that was submitted  
            just two decades earlier.  The number of initiatives submitted  
            to the AG for preparation of a title and summary has continued  
            to increase this decade, with 545 measures submitted to the AG  
            since 2000, with 9 months remaining in the decade.  Although  
            reports show that there has been a recent decline in the  
            number of voter approved initiatives, the AG is still required  
            to develop a title and summary for each initiative, regardless  
            of whether the initiative qualified for the ballot.  
           


           4)How Do Other States Administer Filing Fees for Initiative  
            Petitions  :  According to the National Conference of State  
            Legislatures, there are a number of ways in which states have  








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            addressed the issue of filing fees for initiative petitions.   
            States like Arizona, Colorado, Illinois and Ohio do not  
            require an initiative filing fee, while others like Alaska,  
            Mississippi, Washington and Wyoming require anywhere from $5  
            to $500 for filing fees.  Only Alaska and California allow for  
            refunds if petitions are properly filed or if petitions  
            qualify for the ballot within two years from the date the  
            summary is furnished, respectively.  

            The Florida Legislature requires elections officials to  
            collect, in advance, the sum of 10 cents for each signature  
            checked or the actual cost of verifying such signatures,  
            whichever is less, by the person or organization submitting  
            the petition.  However, if a person or organization seeking to  
            have an issue placed upon the ballot cannot pay such charges  
            without imposing an undue burden on personal resources they  
            can, upon written certification of such inability given under  
            oath to the elections official, be entitled to have the  
            signatures verified at no charge.  In most cases, a person or  
            organization is required to collect signatures of at least one  
            percent of the total number of registered voters of that  
            geographical area in order to qualify a ballot measure.

           5)Will this Bill Limit Access to the Ballot for Some  
            Organizations  ?  Proponents of an initiative proposal now pay a  
            $200 filing fee, which is refunded if the initiative qualifies  
            for the ballot.  The fee's primary purpose is to discourage  
            frivolous proposals, and it also helps to defray some of the  
            administrative costs associated with processing initiatives.   
            Although the AG's cost to prepare the title and summary of  
            each filed initiative has increased over the years, increasing  
            the filing fee to $2,000 could limit access to the initiative  
            process.  

           6)Possible Amendment  :  Although the $2,000 fee that is proposed  
            by this bill is less than the fee would be if the original fee  
            had been indexed to reflect a change in inflation, an increase  
            in the filing fee from $200 to $2,000 is a sudden and  
            significant increase, rather than an incremental or gradual  
            one.  As such, the author and the committee may wish to  
            consider whether it would be preferable to increase the fee by  
            a smaller amount, and to direct the AG to adjust this fee in  
            the future to reflect any change in inflation.
           
          7)Arguments in Support :  The American Federation of State,  








                                                                  AB 436
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            County and Municipal Employees supports this bill because "it  
            acknowledges the hard work the Attorney General puts in to  
            titling and summarizing potential initiatives.  As initiatives  
            become increasingly popular, the Attorney General's office  
            will become more inundated with work.  The revenue from this  
            fee will allow the Attorney General's office to meet the  
            demand for their work on initiatives."

           8)Arguments in Opposition  :  In opposition to this bill, Capitol  
            Resource Family Impact maintains that the legislation" would  
            deter California voters from filing initiatives, and making  
            their voices heard, by increasing the deposit tenfold.  The  
            AG's office is currently able to prepare titles and summaries  
            without this large $2,000 reimbursement.  While many offices  
            would doubtless welcome additional money, this particular fee  
            is both unnecessary and unjust to California voters."





































                                                                  AB 436
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           REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           
          American Federation of State, County and Municipal Employees  
          (AFSCME)

           Opposition 
          
          Capitol Resource Family Impact
           
          Analysis Prepared by  :    Qiana Charles / E. & R. / (916)  
          319-2094