BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 741
                                                                  Page  1

          Date of Hearing:  April 21, 2009

                  ASSEMBLY COMMITTEE ON ELECTIONS AND REDISTRICTING
                                  Paul Fong, Chair
             AB 741 (Bill Berryhill) - As Introduced:  February 26, 2009
           
          SUBJECT  :  Political Reform Act of 1974: campaign funds.

           SUMMARY  :  Prohibits funds held by a ballot measure committee  
          from being used for a candidate's or elected officer's  
          attorney's fees or other costs in connection with  
          administrative, civil, or criminal litigation.  Specifically,  
           this bill  specifies that the expenditure of campaign funds held  
          by a ballot measure committee for a candidate's or elected  
          officer's attorney's fees and other costs in connection with  
          administrative, civil, or criminal litigation is not directly  
          related to a political, legislative, or governmental purpose and  
          is not within the lawful execution of the trust in which  
          campaign funds are held pursuant to existing law.

           EXISTING LAW  :

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

          2)Provides that a person who is entrusted with money or things  
            of value for the purpose of promoting or defeating an  
            initiative, referendum, or recall petition or any measure that  
            has qualified for the ballot is a trustee of the money or  
            things of value.  Provides that wrongful appropriation of the  
            money or things of value is punishable by a fine of $5,000, by  
            imprisonment in the state prison for 16 months or two or three  
            years on in a county jail not exceeding one year, or by the  
            fine and imprisonment.

          3)Provides that expenditures for attorney's fees and other costs  
            in connection with litigation are within the due and lawful  
            execution of the trust in which campaign funds are held if the  
            litigation arises directly out of any of the following:

             a)   Activities related to promoting or defeating an  
               initiative, referendum, or recall petition or any measure  
               that has qualified for the ballot;








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             b)   The enactment, by the initiative process, of any  
               ordinance, charter amendment, statute, or constitutional  
               amendment;

             c)   An election contest or recount; or,

             d)   A violation of state or local campaign, disclosure, or  
               election laws.

          4)Provides that committee funds held by a candidate controlled  
            ballot measure committee may be used only to make expenditures  
            related to a state or local measure or potential measure  
            anticipated by the committee, or to qualification or  
            pre-qualification activities related to such measures.

           FISCAL EFFECT  :  Unknown.  State-mandated local program; contains  
          a crimes and infractions disclaimer.
           COMMENTS  :   

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

               Candidates for legislative and state constitutional  
               offices have the ability to sponsor initiative  
               committees to raise funds for the purpose of  
               supporting or defeating ballot initiatives.  In recent  
               years, these campaign accounts have been the source of  
               abuse by candidates who have diverted millions of  
               dollars from these accounts into their personal legal  
               defense funds. . . This practice is specifically  
               allowed under the Political Reform Act of 1974.  In  
               January 2009, the Fair Political Practices Commission  
               adopted a rule prohibiting candidates from using  
               initiative committee dollars for anything other than  
               the support or defeat of a ballot initiative, but it  
               did not specifically prohibit the use of funds for a  
               candidate's legal defense, nor did it codify the  
               prohibition in state law.

               AB 741 would codify the FPPC's ruling by amending the  
               Political Reform Act of 1974 to specifically prohibit  
               candidates from using funds from these initiative  
               committees for their own personal legal defense.  This  
               bill lends a greater degree of specificity to the  
               FPPC's ruling and codifies a prohibition on using  








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               initiative committee funds for legal defense in law.   
               This commonsense political reform helps restore  
               integrity to the initiative process.

           2)Is This Bill Necessary  ?  As noted in the author's statement in  
            support of this bill, in January 2009, the FPPC adopted new  
            regulations governing ballot measure committees that are  
            controlled by candidates for elective state office.  Among  
            other provisions, those regulations provide that funds held by  
            a ballot measure committee that is controlled by a candidate  
            for elective state office may be used "only to make  
            expenditures related to a state or local measure or potential  
            measure anticipated by the committee, or to qualification or  
            pre-qualification activities related to such measures."  The  
            regulation specifies that "[s]uch expenditures include, but  
            are not limited to, payment of the committee's reasonable and  
            ordinary operating costs, administrative overhead, fundraising  
            activities, travel, compliance costs, and attorney's fees  
            incurred as a result of the committee's activities."  A  
            candidate controlled ballot measure committee that is  
            preparing to terminate its status as a committee also is  
            permitted to disburse its leftover funds by making donations  
            to charitable nonprofit organizations, provided that no  
            substantial part of the proceeds will have a material  
            financial effect on the candidate or elected officer, any  
            member of his or her immediate family, or his or her campaign  
            treasurer.

          In light of the adoption of this regulation by the FPPC, this  
            bill appears to be unnecessary.  Although not codified in  
            state statute, properly adopted regulations that have been  
            filed with the Secretary of State have the force of law.   
            Under the FPPC's new regulation, an expenditure by a candidate  
            of funds held by his or her controlled ballot measure  
            committee for attorney's fees or other costs in connection  
            with administrative, civil, or criminal litigation would not  
            be permitted unless the attorney's fees or other litigation  
            costs were incurred as a result of the committee's activities.

           3)Does This Bill Accomplish the Author's Purpose  ?  In addition  
            to the fact that this bill does not appear to be necessary in  
            light of the FPPC's recent action, it is not clear whether  
            this bill would accomplish the author's stated purpose of  
            "prohibit[ing] candidates from using funds from . . .  
            initiative committees for their own personal legal defense"  








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            absent the regulation adopted by the FPPC.

          This bill prohibits a ballot measure committee from expending  
            funds for a candidate's or elected officer's attorney's fees  
            and other costs in connection with administrative, civil, or  
            criminal litigation.  It does not, however, expressly prohibit  
            a ballot measure committee from contributing or transferring  
            funds to other committees.  In the one example cited by the  
            author of funds from a candidate controlled ballot measure  
            committee being used to pay attorney's fees for the candidate  
            that controlled the committee, the ballot measure committee  
            did not pay those fees directly, but rather contributed to the  
            candidate's legal defense fund, which paid the attorney's  
            fees.  Although such an arrangement would be illegal under the  
            FPPC's new regulation, it would not appear to be illegal under  
            this bill absent the regulation.  As such, it is not clear  
            whether this bill would accomplish the author's stated  
            purpose.

           4)Legal Fees Related to Ballot Measures  :  As this bill is  
            written, it is not clear whether it would allow a candidate  
            controlled ballot measure committee to expend campaign funds  
            for the controlling candidate's attorney's fees in connection  
            with litigation even if such litigation was directly related  
            to the ballot measure activities of the committee.  If this  
            bill is construed to prohibit such payments, it could  
            significantly restrict the ability of candidate controlled  
            ballot measure committees to defend their rights and positions  
            in court.

          For instance, if a candidate controlled ballot measure committee  
            was heavily involved in the passage of a ballot measure that  
            subsequently was challenged in court, this bill could prohibit  
            that committee from using campaign funds to defend the measure  
            in those court proceedings.  

          Such an application of this bill also would appear to conflict  
            with Section 18680 of the Elections Code, which explicitly  
            provides that attorney's fees and other costs in connection  
            with litigation where the litigation arises directly out  
            activities related to the initiative measure are an  
            appropriate expenditure of funds held in a ballot measure  
            committee.

          Although it does not appear to be the author's intent to  








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            prohibit candidate controlled ballot measure committees from  
            paying attorney's fees in connection with litigation where  
            such litigation is directly related to a ballot measure with  
            which the committee was involved, this bill could be  
            interpreted to prohibit such payments.  As a result, this bill  
            creates ambiguity in the law that does not exist in the FPPC's  
            regulation addressing the same issue.

           5)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,  
            must further the purposes of the initiative and require a  
            two-thirds vote of both houses of the Legislature.

           REGISTERED SUPPORT / OPPOSITION  :   

           Support                         Opposition  

          None on file.                      None on file.

           Analysis Prepared by  :    Ethan Jones / E. & R. / (916) 319-2094