BILL ANALYSIS                                                                                                                                                                                                    






               SENATE COMMITTEE ON ELECTIONS, REAPPORTIONMENT AND  
                           CONSTITUTIONAL AMENDMENTS
                          Senator Loni Hancock, Chair


          BILL NO:   AB 1181                            HEARING DATE:  
          7/7/09
          AUTHOR:    HUBER                              ANALYSIS BY:   
             Darren Chesin
          AMENDED:   6/30/09
          FISCAL:    YES
          
                                     SUBJECT
           
          Statements and reports: online filing

                                   DESCRIPTION  
          
           
           Existing law  requires all candidates and committees who are  
          required to file campaign reports in connection with a  
          state elective office or state measure to file those  
          reports online or electronically if the cumulative amount  
          of contributions received, expenditures made, loans made,  
          or loans received is $50,000 or more.

           Existing law  requires general purpose committees, including  
          political party committees and small contributor committees  
          that cumulatively receive contributions or make  
          expenditures of $50,000 or more to support or oppose  
          candidates for any elective state office or state measures,  
          to file campaign reports online or electronically.

           Existing law  requires slate mailer organizations to file  
          campaign reports online or electronically if the cumulative  
          reportable payments received or made for the purposes of  
          producing slate mailers is $50,000 or more.

           Existing law  requires lobbyists, lobbying firms, lobbyist  
          employers, and other persons required to file periodic  
          lobbying disclosure reports to file such reports online or  
          electronically if the total amount of any category of  
          reportable payments, expenses, contributions, gifts, or  
          other items is $5,000 or more in a calendar quarter.

           Existing law  permits any committee or other person who is  









          required to file a campaign report or lobbying disclosure  
          report to file that report online or electronically, even  
          if he or she is not required to do so.

           Existing law  provides that once a person or entity files a  
          campaign report or lobbying disclosure report online or  
          electronically, that person or entity shall file all  
          subsequent reports online or electronically.

           This bill  lowers the monetary thresholds which trigger  
          mandatory electronic reporting of campaign contributions  
          and expenditures by candidates, officeholders, committees,  
          major donors, and slate mailer organizations.   
          Specifically, this bill:   

          A.Lowers, from $50,000 to $25,000, the cumulative amount of  
            contributions received, expenditures made, or loans made  
            or received by a candidate or committee in connection  
            with a state elective office or a state measure before  
            that candidate or committee is required to file those  
            reports online or electronically.

          B.Lowers, from $50,000 to $25,000, the cumulative amount of  
            contributions received or expenditures made by a general  
            purpose committee to support or oppose candidates for any  
            elective state office or state measures, before that  
            committee is required to file those reports online or  
            electronically.

          C.Lowers, from $50,000 to $25,000, the cumulative amount of  
            reportable payments received or made for the purposes of  
            producing slate mailers by a slate mailer organization  
            before that slate mailer organization is required to file  
            campaign reports online or electronically.

          D.Lowers, from $5,000 in a calendar quarter to $2,500 in a  
            calendar quarter, the amount of reportable payments,  
            expenses, contributions, gifts, or other items that must  
            be made by a lobbyist, lobbying firm, or lobbyist  
            employer before that lobbyist, firm, or employer is  
            required to file periodic lobbying disclosure reports  
            online or electronically.

          E.Eliminates the requirement that statewide candidates,  
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          2  
           








            committees formed to support or oppose statewide  
            measures, and state general purpose committees file a  
            paper copy of all campaign reports with Los Angeles and  
            San Francisco Counties.  Eliminates the requirement that  
            members of the Legislature and Board of Equalization,  
            court of appeal justices, superior court judges, and  
            candidates for those offices file a paper copy of  
            campaign reports with the elections official in the  
            county with the largest number of registered voters in  
            the district.

          F.Requires candidates for the Board of Administration of  
            the Public Employees Retirement System to file campaign  
            reports online or electronically with the Secretary of  
            State (SOS).

          G.Eliminates the requirement that a paper copy of a late  
            contribution report or a late independent expenditure  
            report be filed if such report is submitted by online or  
            electronic transmission to the SOS.

          H.Requires lobbyist registration statements and amendments  
            to those statements to be filed both by online or  
            electronic means and in a paper format.

                                         
                                   BACKGROUND  
          
           Online Disclosure and Free Electronic Filing  . SB 49  
          (Karnette), Chapter 866, Statutes of 1997, the Online  
          Disclosure Act of 1997, required the SOS to develop a  
          process whereby reports and statements required under the  
          Political Reform Act (PRA) could be filed online and viewed  
          by the public.  SB 49 also required certain candidates,  
          committees, slate mailer organizations, lobbyists, lobbyist  
          employers, and lobbying firms to file campaign reports  
          online.

          AB 696 (Longville), Chapter 917, Statutes of 2001, required  
          the SOS to provide a means or method whereby individuals  
          subject to mandatory electronic or online filing may submit  
          required filings free of charge.  AB 696 additionally  
          contained a $600,000 appropriation to the SOS to cover the  
          costs of developing a system for free electronic filing.   
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          AB 696 required the free filing option to be developed by  
          December 31, 2002; however, the SOS did not report  
          completing that free filing option until February 1, 2007. 
                     
                                     COMMENTS  
          
           1.According to the author  , AB 1181 will provide greater  
            transparency in government by lowering the threshold for  
            the exemption some state candidates, committees, slate  
            mailing organizations and lobbying entities have from the  
            law requiring documents filed with the Secretary of State  
            to be filed electronically.

          Existing law requires state candidates, committees and  
            slate mailer organizations to file campaign statements  
            and reports online if the cumulative amount of reportable  
            contributions, expenditures and loans made or received is  
            $50,000 or more.  Similarly, state lobbying entities are  
            only required to file reports online if the total amount  
            of any category of reportable payments, expenses,  
            contributions, gifts or other items is $5,000 or more in  
            a calendar quarter.

          While the exemption may have been logical when the online  
            filing statutes were created in 1997, the availability of  
            free electronic filing software makes this exemption no  
            longer necessary for state lobbying entity documents and  
            the vast majority of state campaign documents.

          AB 1181 lowers the under $50,000 and under $5,000  
            exemptions to $25,000 and $2,500 for all state lobbying  
            entity documents and most state campaign documents,  
            requiring these documents to be filed online.  Two  
            campaign documents that cannot currently be filed online  
            - Candidate Forms 501 (Candidate Intention Statement) and  
            470 (Officeholder and Candidate Campaign Statement -  
            Short Form and Supplement) - would be exempted from this  
            requirement.  This proposal will improve transparency by  
            making it easier for the public to track how money is  
            raised and spent.
          

           2.Reports Required of Electronic Filers  .  One of the  
            collateral consequences of the enactment of this bill is  
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            that candidates and campaigns that are not presently  
            subject to the online or electronic filing requirement  
            may be forced to file new campaign reports that they are  
            not presently required to file.

          Under existing law, any candidate or committee that is  
            required to file campaign reports online or  
            electronically is required to file a report online or  
            electronically within 10 business days each time it makes  
            contributions or independent expenditures totaling $5,000  
            or more to support or oppose the qualification or passage  
            of a single state ballot measure.  Candidates and  
            primarily formed ballot measure committees that are  
            subject to the online or electronic filing requirement  
            must also file a report within 24 hours of receiving a  
            contribution of $1,000 or more during the last 90 days  
            before an election, and must file a report within 10  
            business days of receiving a contribution of $5,000 or  
            more at any time other than the last 90 days before an  
            election.

          Finally, all committees that are required to file campaign  
            reports online or electronically must file a report  
            within 24 hours of making an independent expenditure of  
            $1,000 or more during the last 90 days before the  
            election in connection with a candidate for elective  
            state office or a state ballot measure.  These reports  
            are not required of candidates or committees that are not  
            required to file reports online or electronically.  
           
           3.Is the Online Disclosure System Operating Effectively  ?   
            Under existing law, the SOS is required to determine and  
            publicly disclose when the online and electronic campaign  
            disclosure systems are operating effectively.  Despite  
            the fact that legislation requiring the development of an  
            online campaign disclosure system was enacted in 1997,  
            the SOS has never made a public determination that the  
            online campaign disclosure system is operating  
            effectively.  The SOS held a joint public hearing with  
            the Fair Political Practices Commission (FPPC) to  
            determine whether the online disclosure system was  
            operating effectively in September, 2007, but that  
            hearing was not followed by any public determination on  
            the system's effectiveness by the SOS.
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          Given that it has been 12 years since the Legislature  
            required the creation of an online campaign disclosure  
            system, and given the fact that the SOS still has not  
            determined that the system is operating effectively, it  
            is unclear whether it is timely and appropriate to expand  
            the situations under which reports are required to be  
            filed using that system.

                                   PRIOR ACTION
           
          Assembly Elections and Redistricting Committee:6-1
          Assembly Appropriations Committee: 14-2
          Assembly Floor:                         76-1
                                         


                                   POSITIONS  


          Sponsor: Secretary of State

           Support: League of Women Voters of California
                   Fair Political Practices Commission (FPPC)
                   CALPIRG
                   California Common Cause
                   
           Oppose:  None received














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