BILL ANALYSIS                                                                                                                                                                                                    



                                                                           
           AB 605
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          CONCURRENCE IN SENATE AMENDMENTS
          AB 605 (Portantino)
          As Amended  August 2, 2010
          Majority vote
           
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          |ASSEMBLY:  |     |(May 21, 2009)  |SENATE: |27-6 |(August 18,    |
          |           |     |                |        |     |2010)          |
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                         (vote not relevant)

          Original Committee Reference:    G.O.  

           SUMMARY  :  Creates a new type of license (instructional tasting  
          license) that allows the tasting of beer, wine, and distilled  
          spirits at off-sale licensed premises.  Specifically  this bill  :
                
          1)Authorizes the Department of Alcoholic Beverage Control (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 license holder to prominently display signage  
            prohibiting minors from entering the instructional tasting  
            event area.

          5)Prohibits a license holder 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 Consumer Price Index adjustments, and  








                                                                           
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            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% 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 and requires local  
            governing bodies to determine public convenience or necessity  
            when there is undue concentration.  However, it expressly  
            authorizes ABC to deny the issuance of an instructional  
            tasting license in an area of undue concentration. 

          10)   Specifies that existing laws that require the posting of  
            notices and authorizes protests and hearings 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 eight 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  








                                                                           
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            allowing a manufacturer, wholesaler, or designated  
            representative from conducting a tasting 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 license holder to advertise an instructional  
            tasting event at the license holder'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  
            license holder 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.

           EXISTING LAW  :

          1)Establishes 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.

          2)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:  a) no more than one-fourth ounce of  
            distilled spirits is offered in one tasting; b) no more than  
            one ounce of wine is offered in one tasting; and, c) 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.

          3)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.

          4)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  








                                                                           
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            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.

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

          6)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.

          7)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.









                                                                           
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          8)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  

           FISCAL EFFECT  :  According to the Senate Appropriations  
          Committee, potentially $300,000 in      special enforcement to  
          be offset by fee revenue into the ABC Fund.

           COMMENTS  :  

           Purpose of the bill  :  According to the author, tastings are a  
          traditional means of allowing responsible adult consumers to  
          sample and learn about the wide variety of alcoholic beverage  
          products available in the marketplace.  The author's office  
          points out that a majority of states permit tastings at  
          "off-sale" retail premises for wine, spirits and beer products  
          as part of  consumer education programs.  Specifically, 37  
          states permit such tastings for wine products, 31 states permit  
          it for spirits products, and more than half the states in the  
          country allow off-sale tastings for beer.

          The author notes that beer, wine and distilled spirits tastings  
          are authorized in California under the ABC Act at "on-sale"  
          licensed premises, such as bars and restaurants.  The author  
          also acknowledges that existing law recognizes the basic merits  
          of the "off-sale" retail instructional tasting opportunity for  
          wine, spirits and beer but contends that current law is simply  
          unworkable for the vast majority of off-sale licensed retailers  
          because it only permits tastings by way of a cumbersome,  
          expensive and rigid licensing process.  The author points out  
          that currently, off-sale retailers who wish to have tastings of  
          beer and wine offered in-store must obtain a Type 42 on-sale  
          beer and wine license.  In addition, off-sale retailers who wish  
          to have tastings of spirits must obtain a Type 48 on-sale  
          general license.  (Type 48 licenses are subject to quota  
          restrictions, thus an on-sale general license would very likely  
          not be available.)

          Thus, the author believes that the law needs to be changed so as  
          to be practical and usable. This proposal (AB 605) is intended  
          to allow a licensed off-sale retailer to apply to the ABC for an  








                                                                           
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          annual instructional tasting license to permit suppliers and  
          wholesalers to conduct      instructional events, including  
          tastes of beer, wine, or distilled spirits, in conjunction with  
          the retailer, at the retailer's off-sale licensed premises. 

          The author notes that under the provisions of AB 605, samples of  
          wine, beer, or distilled spirits may be part of the  
          instructional event, but must be limited to not more than three  
          tastings to any individual of legal drinking age in one day.  In  
          terms of quantity, 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 beer tasting shall be limited to  
          not more than the tasting of eight ounces of beer per person per  
          day.  No product can be sold as part of the tasting to any  
          consumer for immediate consumption on the off-sale retail  
          premises.  Only one instructional event may be conducted by one  
          supplier or wholesaler per day at any individual premises of an  
          off-sale retail licensee.  Only a single type of alcoholic  
          beverage may be tasted at an instructional event and only  
          products that are authorized to be sold by the off-sale retailer  
          may be tasted.

          The author emphasizes that AB 605 creates an alternative way of  
          conducting tastings which includes not only wine and beer but,  
          also, distilled spirits.  It provides a regulated approach to  
          authorizing the giving away of alcoholic beverage samples or  
          tastes that requires an off-sales licensee to acquire a separate  
          license to serve alcohol beverage samples in the premises.  The  
          new tasting license requires that a portion of the off-sales  
          premises be cordoned-off as a tasting area.  Within the  
          boundaries of that designated area, a licensee may serve  
          samples. 

          Proponents state that AB 605 has been carefully crafted to  
          ensure that regulatory safeguards have been built into the  
          process for obtaining an instructional tasting license.   
          Additionally, the rationale for excluding the applicability of  
          some of the licensing provisions was to make the      licensing  
          process for an instructional tasting license less costly and  
          burdensome for the retail community, and to exclude provisions  
          of law that are not relevant to off-premise tastings and would  
          only be unduly burdensome.  For example, the premises have  
          already been approved for          alcohol-related business  
          pursuant to the original off-sale license for purposes of zoning  








                                                                           
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          laws.  Adding occasional instructional events would not  
          substantially change the mode or character of the retail  
          operation.  

          Proponents also note that the full provisions relating to  
          notices and protests are specifically included to give local  
          governmental bodies the power to decide whether the issuance of  
          the instructional tasting license is proper.  

          Proponents claim that the notice and protest mechanism allows  
          local residents and local governments to object to the issuance  
          of the license and request that ABC conduct a public hearing on  
          the issues raised by the protesting parties.

           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  
          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 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  








                                                                           
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          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.  ABC states they rarely receive 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. 

           Arguments in Opposition  :   Opponents argue that AB 605 is simply  
          an irresponsible means of giving away alcoholic beverages to as  
          many potential customers as possible, in the hopes they will  
          desire more than just the free drink.  Potentially, it could  
          initiate a whole new marketing        strategy among alcoholic  
          beverage competitors, staging hundreds of these "free sample"  
          events throughout the state on any given day.  

          Writing in opposition, the Marin Institute states, "AB 605 is  
          just over-the-top, over-reaching, alcohol industry pandering  
          that is way too dangerous for the health and safety of  
          California residents." 

          Also writing in opposition, the California Council on Alcohol  
          Policy states, "the cost of enforcement is prohibitive to the  
          ABC and to local government.  Local law enforcement agencies are  
          facing severe cutbacks in personnel due to revenue shortfalls,  
          and therefore will not be able to monitor these 'tasting'  
          activities.  ABC is already working through reductions and does  
          not have the personnel to enforce this new program." 

          The California Council on Alcohol Problems views AB 605 as a  
          radical and extremely provocative bill that would legalize the  
          consumption of alcohol at every grocery market, liquor store and  
          even corner gas station/convenience stores in California, under  
          the guise of "tasting events."
           
           Prior legislation:  SB 639 Calderon 2009-10 Session.  Would have  
          added a new provision to the Alcoholic Beverage Control (ABC)  
          Act authorizing ABC to issue an "on-sale tasting license" to the  
          holder of any off-sale retail license for the purpose of  








                                                                           
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          furnishing tastings of alcoholic beverages to consumers subject  
          to certain limitations.  (Died on Senate Appropriations Suspense  
          File) 

          SB 995 (Maldonado) 2007-08 Session.  Would have permitted  
          winegrowers, distilled spirits manufacturers, distilled spirits  
          rectifiers general, or distilled spirits importers general,  
          out-of-state distilled spirits shippers, and authorized agents  
          of any of the above to instruct consumers          on the  
          premises of an off-sale licensee regarding wine and distilled  
          spirits, respectively, as provided.  Also, would have allowed  
          the instruction to include the furnishing of tastings under  
          specified conditions and would have limited the amount of  
          instructions that include tastings per year and require the  
          winegrowers, distilled spirits manufacturers, distilled spirits  
          rectifiers general, or distilled spirits importers general,  
          out-of-state distilled spirits shippers, and authorized agents  
          to notify ABC when instructions with tastings would occur, as  
          provided.  (Held in Senate G.O. Committee at author's request.)
                                                                          
          AB 2613 (Plescia) 2007-08 Session.  Would have authorized  
          winegrowers, distilled spirits manufacturers, as well as  
          rectifiers, importers and shippers of these beverages to offer  
          tastings of wine or distilled spirits at off-sale retail  
          licensed premises (grocery stores and liquor stores) in a  
          segregated area.  Also, would have required  verification of age  
          at entrance to the segregated area and placed limits on tastings  
          (one-quarter ounce of spirits and one ounce of wine) and limited  
          tastings to three per person each day.  (Held in Assembly  
          Appropriations Committee)

          AB 2293 (De Leon) Chapter 638, Statutes of 2008.  Added a new  
          provision to the ABC Act that permits distilled spirits  
          manufacturers and winegrowers to provide their product offerings  
          directly to consumers (free of charge) during invitation-only  
          events on premises for which a caterer's permit authorization  
          has been issued.  

          SB 1548 (Murray) Chapter 670, Statutes of 2006.  Authorized beer  
          manufacturers and wholesalers to offer beer samples (not to  
          exceed 8 ounces per person, per day) to individuals          of  
          legal drinking age at on-sale retail licensed premises under  
          specified conditions.  









                                                                           
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          AB 2285 (V. Brown) Chapter 248, Statutes of 1998.  Allowed  
          on-sale retail licensees to offer limited tastings of wine or  
          distilled spirits at the licensed establishment.

          SB 993 (Burton) Chapter 544, Statutes of 1997.  Among other  
          things, authorized a licensed distilled spirits manufacturer to  
          conduct tastings of distilled spirits on the licensed premises  
          under specified conditions.

           
          Analysis Prepared by  :    Eric Johnson / G. O. / (916) 319-2531 


          FN: 0006265