BILL ANALYSIS                                                                                                                                                                                                    



                                                                       



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          |SENATE RULES COMMITTEE            |                   AB 605|
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                                 THIRD READING


          Bill No:  AB 605
          Author:   Portantino (D)
          Amended:  8/2/10 in Senate
          Vote:     21

           
           PRIOR SENATE VOTES NOT RELEVANT  
           
          SENATE GOVERNMENTAL ORG. COMMITTEE  :  8-1, 6/22/10
          AYES:  Wright, Harman, Calderon, Denham, Negrete McLeod,  
            Padilla, Price, Yee
          NOES:  Florez
          NO VOTE RECORDED:  Oropeza, Wyland

           SENATE APPROPRIATIONS COMMITTEE  :  8-1, 8/2/10
          AYES:  Kehoe, Alquist, Corbett, Emmerson, Leno, Price,  
            Wyland, Yee
          NOES:  Ashburn
          NO VOTE RECORDED:  Walters, Wolk

           ASSEMBLY FLOOR  :  Not relevant


           SUBJECT  :    Alcoholic beverages:  instructional tasting  
          events

           SOURCE  :     Author


           DIGEST  :    This bill creates a new type of license  
          (instructional tasting license) that allows the tasting of  
          beer, wine, and distilled spirits at off-sale licensed  
          premises.
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           ANALYSIS  :    Existing law establishes the Department of  
          Alcoholic Beverage Control (ABC) and grants it exclusive  
          authority to administer the provisions of the ABC Act in  
          accordance with laws enacted by the Legislature.  This  
          involves licensing individuals and businesses associated  
          with the manufacture, importation and sale of alcoholic  
          beverages in this state and the collection of license fees  
          or occupation taxes for this purpose. 

          The ABC Act permits an on-sale retail licensee of wine or  
          distilled spirits to conduct "instructional" consumer  
          tastings on the licensed retail premise provided the  
          following conditions are met:  (1) no more than one-fourth  
          ounce of distilled spirits is offered in one tasting, (2)  
          no more than one ounce of wine is offered in one tasting,  
          and (3) no more than three tastings are offered to an  
          individual in one day.  An instruction may include the  
          history, nature, values and characteristics of the product  
          being offered, and the methods of presenting and serving  
          the product.  

          Existing law authorizes beer manufacturers and wholesalers  
          to offer beer samples (not to exceed eight ounces per  
          person, per day) to individuals of legal drinking age at  
          on-sale retail licensed premises under specified  
          conditions.

          Existing law permits a licensed winegrower, manufacturer,  
          importer, or wholesaler to provide samples of the alcoholic  
          beverages which are authorized to be sold by the licensee  
          in accordance with rules prescribed by the ABC.  A retail  
          licensee, however, is not authorized to provide any free  
          samples of alcoholic beverages.  Moreover, ABC regulations  
          provide that samples of alcoholic beverages may only be  
          given away to licensees or employees of licensees who are  
          in a position to purchase the product or who are in need of  
          additional information about the product, as specified.

          Existing law authorizes distilled spirits manufacturers to  
          conduct tastings and provide distilled sprits without  
          charge for events sponsored by nonprofit organizations.   
          Only persons affiliated with the nonprofit organization,  
          including up to three guests, may attend.  No distilled  

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          spirits may be sold or solicited for sale at the tasting,  
          and the organization must obtain a permit from ABC prior to  
          the event.

          Existing law authorizes licensed winegrowers to conduct  
          winetastings featuring their products either on or off the  
          winegrower's premises, as provided for in rules and  
          regulations adopted by ABC.  With regard to winetastings  
          held off the premises of the wine manufacturer, ABC Rule 53  
          provides that a winegrower may conduct winetastings at  
          unlicensed premises with specified restrictions, including  
          that such events may not be open to the public.   
          Winetastings may additionally be sponsored by nonprofit or  
          private organizations with attendance restricted to guests  
          of the organization.  For nonprofit events held at premises  
          licensed by ABC, the tastings must be held in an area  
          separate from the portion of the premises where alcohol  
          sales are being conducted, and no consumption of alcoholic  
          beverages other than what is being tasted is permitted.   
          Finally, no winetasting may be given for the benefit of any  
          retail licensee, and no retail licensee may participate in  
          a winetasting directly or indirectly, except as provided  
          for by ABC rule or regulation.

          Existing law, known as the "tied-house" law, separates the  
          alcoholic beverage industry into three component parts of  
          manufacturer, wholesaler, and retailer.  The original  
          policy rationale for this body of law was to prohibit the  
          vertical integration of the alcohol industry and to protect  
          the public from predatory marketing practices.  Generally,  
          other than exemptions granted by the Legislature, the  
          holder of one type of license is not permitted to do  
          business as another type of licensee within the  
          "three-tier" system.

          Existing law defines an "on-sale" license as authorizing  
          the sale of all types of alcoholic beverages: namely, beer,  
          wine and distilled spirits, for consumption on the premises  
          (such as at a restaurant or bar).  An "off-sale" license  
          authorizes the sale of all types of alcoholic beverages for  
          consumption off the premises in original, sealed  
          containers.  

          This bill:

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          1. Authorizes ABC to issue an instructional tasting license  
             to the holder of an off-sale retail license at the  
             premises of the off-sale retail license. 

          2. Requires, at all times during an instructional tasting  
             event, the instructional tasting event area to be  
             separated from the remainder of the off-sale licensed  
             premises by wall, rope, cable, cord, chain, fence, or  
             other permanent or temporary barrier.

          3. Prohibits minors from entering the instructional tasting  
             area. 

          4. Requires the licenseholder to prominently display  
             signage prohibiting minors from entering the  
             instructional tasting event area.

          5. Prohibits a licenseholder from allowing any consumer to  
             leave the instructional tasting area with an open  
             container of alcohol.

          6. Prohibits instructional tasting events from taking place  
             before 10:00 a.m. or after 9:00 p.m.

          7. Establishes the fees for the instructional tasting  
             license at $300 initial and $261 annual renewal.  It  
             makes the annual renewal fee subject to CPI adjustments,  
             and requires that the fees be deposited into the ABC  
             Fund.

          8. Makes the following off-sale licensees ineligible for an  
             instructional tasting license:  retail locations that  
             sell gasoline unless the licensee operates a fully  
             enclosed off-sale retail area of at least 10,000 square  
             feet and retail locations with a total of under 5,000  
             square feet of interior space unless the gross sales at  
             the licensed location comprise on a calendar quarterly  
             basis at least 75 percent of the total gross sales of  
             all products sold at the licensed premises.

          9. Exempts the instructional tasting license from existing  
             laws that limit the number of licensed premises (Article  
             2 commencing with Section 23815 of Chapter 5 of the  

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             Business and Professions Code [BPC]) and requires local  
             governing bodies to determine public convenience or  
             necessity when there is undue concentration (Section  
             23958.4).  However, it expressly authorizes ABC to deny  
             the issuance of an instructional tasting license in an  
             area of undue concentration.  (NOTE:  Cities and  
             counties across the state apply Section 23958.4  
             differently.  Some ignore it and let ABC decide, some  
             simply draft a letter with a positive or negative  
             finding, and some have a full application processes with  
             scheduled hearings, etc.  It does occasionally delay  
             applications.)

          10.Specifies that existing laws that require the posting of  
             notices (Article 2 commencing with Section 23985) and  
             authorizes protests and hearings (Article 3 commencing  
             with Section 24011) of Chapter 6 of the ABC Act shall  
             apply.  Although not specifically stated, existing laws  
             that give local governments the ability to prevent  
             issuance of the license through zoning or ordinances  
             would also apply.  And, the premises designation would  
             be the same as that of the off-sale licensed premises.

          11.Provides that the instructional tasting license  
             authorizes the holder to allow alcoholic beverage  
             manufacturers, wholesalers, or their designated  
             representatives to conduct instructional tasting events  
             for consumers on the subject of wine, beer, or distilled  
             spirits limited to not more than three tastings per  
             person per day.  A single tasting of distilled spirits  
             shall not exceed one-fourth of one ounce and a single  
             tasting of wine shall not exceed one ounce.  A single  
             tasting of beer shall not exceed 8 ounces.  This mirrors  
             existing law for tastings at on-sale premises.

          12.Limits an instructional tasting event to a single type  
             of alcoholic beverage (distilled spirits, wine or beer).

          13.Prohibits an alcoholic beverage manufacturer, wholesaler  
             or designated representative from conducting more than  
             one instructional event per day per licensed premises  
             and prohibits a retailer who also holds an on-sale  
             license from allowing a manufacturer, wholesaler, or  
             designated representative from conducting a tasting  

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             under the privileges of the on-sale license on the same  
             day and at the same location.

          14.Prohibits a retailer from conducting an instructional  
             tasting event unless the authorized licensee (or its  
             designated representative) is unable to conduct an event  
             previously advertised and scheduled.  In this instance,  
             the retailer must supply the product being tasted and  
             provide or pay for a person to staff the event who is  
             over 21 years of age.

          15.Provides that, except for situations described in the  
             previous bullet, instructional tasting events are to be  
             conducted by alcoholic beverage manufacturers,  
             wholesalers, or their designated representatives, either  
             with product that they bring to the event or purchase  
             from the off-sale licensee at the retailer original  
             invoice price.  Any unused alcoholic beverage remaining  
             from the tasting must be removed from the off-sale  
             licensed premises by the authorized licensee or its  
             designated representative.

          16.Authorizes a beer and wine wholesaler to conduct an  
             instructional tasting event, but prohibit the beer and  
             wine wholesaler from serving tastes of beer unless the  
             beer and wine wholesaler also held a beer manufacturer's  
             license, an out-of-state beer manufacturer's certificate  
             or more than six distilled spirits wholesaler's  
             licenses.

          17.Prohibits charging for the tastings.

          18.Allows alcoholic beverage manufacturers, wholesalers, or  
             designated representatives to advertise the  
             instructional tasting events with same limitations in  
             existing law for "Meet the Winemaker" dinners at on-sale  
             retail premises (BPC Section 25503.4).

          19.Allows the licenseholder to advertise an instructional  
             tasting event at the licenseholder's own expense using  
             flyers, newspaper ads, Internet communications, and  
             interior signage.

          20.Prohibits the manufacturer, wholesaler, or designated  

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             representative from providing any free goods, gifts,  
             premiums or other things of value in connection with the  
             instructional tastings, except equipment, material, and  
             utensils as may be required for use in connection with  
             the instructional tasting event.

          21.Prohibits a manufacturer, wholesaler, or designated  
             representative from entering into a collusive scheme  
             with a licenseholder to exclude competitors.  Doing so  
             would result in suspension of the retailer's license and  
             suspension of the privilege of the manufacturer,  
             wholesaler, or designated representative to conducting  
             tastings for six months to one year.

           Background
          
          According to the Department of ABC analysis, currently,  
          on-sale beer and wine public premises licenses (Type 42)  
          are regularly applied for and issued to locations adjacent  
          to and operating in conjunction with off-sale licensed  
          premises (Type 20 or Type 21).  Nearly all of these  
          existing dual-licensed operations are for the purpose of  
          beer and/or wine tasting as a small portion of the larger  
          off-sale business.  The number of Type 42 licenses allowed  
          to be issued by ABC is not limited by statute, making the  
          license relatively inexpensive to obtain ($300 application  
          and $261 annual renewal fee).   Type 20/42 and 21/42  
          combination licenses have, for the most part, met the needs  
          of suppliers and retailers in terms of on-site consumer  
          tasting of beer and wine products.  

          The above-described license combination, however, requires  
          two separate licensed premises and does not allow for the  
          service or tasting of distilled spirits products.  If an  
          off-sale general retail licensee (Type 21) wishes to  
          conduct or allow tastings of distilled spirits, he or she  
          must obtain an on-sale general public premises license  
          (Type 48). However, current law (Business and Professions  
          Code section 23793) generally prohibits the original  
          issuance of such licenses.  In some counties, on-sale  
          general licenses are sold between parties for as much as  
          $250,000.

          Throughout the state, there are approximately 221 on-sale  

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          beer and wine public premises (Type 42) licenses issued at  
          locations adjacent to and in conjunction with off-sale  
          general (Type 21) licensed premises.  And, there are  
          approximately 202 on-sale beer and wine public premises  
          (Type 42) licenses issued at locations adjacent to and in  
          conjunction with off-sale beer and wine (Type 20) public  
          premises.  Nearly all of these 423 dual-licensed businesses  
          exist for the purpose of beer and wine tasting as a portion  
          of the larger off-sale operations.  Although applications  
          for such businesses are occasionally protested by local  
          citizens or law enforcement officials, the protests  
          generally center on issues related to the off-sale  
          operation.  The Department rarely receives complaints  
          related to the on-sale aspect of dual-licensed operations.  
          Over the past two fiscal years (08-09 and 09-10) ABC has  
          only filed 22 accusations on dual-licensed operations, and  
          of those only two accusations were for violations  
          associated with the on- sale licenses. 

           FISCAL EFFECT  :    Appropriation:  No   Fiscal Com.:  Yes    
          Local:  Yes

          According to the Senate Appropriations Committee:

                          Fiscal Impact (in thousands)

             Major Provisions                2010-11     2011-12    
             2012-13               Fund  

            Administration/               ---potentially $300  
            annually            Special*
            enforcement           offset by fee revenue---

            * Alcoholic Beverage Control Fund




          TSM:mw  8/4/10   Senate Floor Analyses 

                       SUPPORT/OPPOSITION:  NONE RECEIVED

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