BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 1514
                                                                  Page  1

          Date of Hearing:  April 21, 2009

                  ASSEMBLY COMMITTEE ON ELECTIONS AND REDISTRICTING
                                  Paul Fong, Chair
                    AB 1514 (Hayashi) - As Amended:  April 2, 2009
           
          SUBJECT  :  Political Reform Act of 1974: reporting.

           SUMMARY :  Requires all state campaign committees that are  
          required to file campaign reports online or electronically to  
          report receiving a contribution of $1,000 or more within 24  
          hours during the last 90 days before an election.  Requires such  
          campaign committees to report receiving contributions of $5,000  
          or more received at any other time within 10 business days.   
          Significantly increases reporting requirements for slate mailer  
          organizations.  Specifically,  this bill  :  

          1)Requires slate mailer organizations to file semi-annual  
            campaign statements regardless of the amount of payments  
            received or expenditures made to produce slate mailers.

          2)Requires all committees, instead of just candidates for  
            elective state office and committees primarily formed to  
            support or oppose one or more state ballot measures, that are  
            required to file campaign reports online or electronically  
            with the Secretary of State (SOS), to file an online or  
            electronic report disclosing any contribution of $1,000 or  
            more received during an election cycle within 24 hours of  
            receiving such a contribution.  

          3)Requires all committees, instead of just candidates for  
            elective state office and committees primarily formed to  
            support or oppose one or more state ballot measures, that are  
            required to file campaign reports online or electronically  
            with the SOS, to file an online or electronic report  
            disclosing any contribution of $5,000 or more received at any  
            time other than during an election cycle within 10 business  
            days of receiving such a contribution.

          4)Requires a slate mailer organization that is required to file  
            campaign reports online or electronically with the SOS to file  
            an online or electronic report disclosing any payment of  
            $1,000 or more received during an election cycle within 24  
            hours of receiving such a payment.









                                                                  AB 1514
                                                                  Page  2

          5)Requires a slate mailer organization that is required to file  
            campaign reports online or electronically with the SOS to file  
            an online or electronic report disclosing any payment of  
            $5,000 or more received at any time other than an election  
            cycle within 10 business days of receiving such a payment.

           EXISTING LAW  :

          1)Requires a slate mailer organization to file semiannual  
            campaign statements for each period in which it has received  
            payments totaling $500 or more from any person for the support  
            of or opposition to candidates or ballot measures in a slate  
            mailer, or in which it has expended $500 or more to produce  
            one or more slate mailers.

          2)Requires a candidate for state office to file campaign reports  
            online or electronically with the SOS if the candidate  
            receives contributions or loans or makes expenditures or loans  
            totaling $50,000 or more.  

          3)Requires a committee to file campaign reports online or  
            electronically with the SOS if the committee receives  
            contributions or makes expenditures totaling $50,000 or more  
            to support or oppose candidates for any elective state office  
            or state measure.

          4)Defines "election cycle" as the period of time commencing 90  
            days prior to an election and ending on the date of the  
            election.

          5)Requires a candidate for elective state office who is required  
            to file campaign reports online or electronically with the SOS  
            to file an online or electronic report disclosing any  
            contribution of $1,000 or more received during an election  
            cycle within 24 hours of receiving such a contribution.   
            Requires such a candidate to file an online or electronic  
            report disclosing any contribution of $5,000 or more received  
            at any time other than during an election cycle within 10  
            business days of receiving such a contribution.

          6)Requires a committee that is primarily formed to support or  
            oppose one or more state ballot measures and that is required  
            to file campaign reports online or electronically with the SOS  
            to file an online or electronic report disclosing any  
            contribution of $1,000 or more received during an election  








                                                                  AB 1514
                                                                  Page  3

            cycle within 24 hours of receiving such a contribution.   
            Requires such a committee to file an online or electronic  
            report disclosing any contribution of $5,000 or more received  
            at any time other than during an election cycle within 10  
            business days of receiving such a contribution.

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

           COMMENTS  :   

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

               Existing law contains a number of financial disclosure  
               requirements for political organizations.  Certain  
               exemptions were created in order to limit the filing  
               burden on political committees in the era before the  
               Secretary of State's office offered a free online  
               filing system.  Now that a free online filing system  
               exists, the original rationale behind the exemptions  
               has largely vanished.  California law requires slate  
               mailer organizations to file semiannual campaign  
               statements  only  if they have (a) received $500 or more  
               form any person in support or opposition of any  
               candidate or ballot measure, or (b) spent $500 or more  
               to produce one or more slate mailings.

               AB 1514 calls for increased financial disclosure by  
               requiring all recipient political committees and slate  
               mailers to report significant financial contributions  
               consistent with the existing requirements for state  
               candidates and state ballot measure committees.

           2)Does Election Cycle Reporting Make Sense for General Purpose  
            Committees  ?  Part of the reason why the "election cycle"  
            reporting requirements in state law apply only to candidates  
            and primarily formed ballot measure committees is that  
            candidates and primarily formed committees typically have an  
            interest in and participate in a single election, unlike  
            general purpose committees, which tend to exist for much  
            longer periods of time and may have an interest in and  
            participate in many elections, including state and local  
            elections.  As such, a candidate is subject to the "election  
            cycle" reporting requirements during the last 90 days before  
            the election where that candidate will appear on the ballot.   








                                                                  AB 1514
                                                                  Page  4

            Similarly, a primarily formed ballot measure committee is  
            subject to the "election cycle" reporting requirements during  
            the last 90 days before the election where the ballot measure  
            or measures that the committee was primarily formed to support  
            or oppose will appear on the ballot.

          Because general purpose committees are not formed for a single  
            election, it is unclear which election or elections would  
            trigger the "election cycle" reporting requirements for such  
            committees if this measure is approved.  Without further  
            amendments to this bill, one reasonable interpretation of the  
            requirements of this bill is that general purpose committees  
            would be required to report contributions of $1,000 or more  
            within 24 hours if they are received within 90 days of any  
            election held anywhere in the state.  To the extent that this  
            bill is interpreted in that manner, it would effectively serve  
            to require general purpose committees to report all  
            contributions of $1,000 or more within 24 hours every day of  
            the year, due to the number of local elections held around the  
            state throughout the year.  That means that general purpose  
            committees that receive a large number of donations from a  
            broad spectrum of people could be forced to have a campaign  
            treasurer ready to file reports every day of the year,  
            including Christmas and Thanskgiving.  

           On the other hand, even though general purpose committees are  
            not subject to the election cycle reporting requirements under  
            existing law, any significant contributions received by those  
            committees before an election in which those committees are  
            participating are disclosed in advance of the election under  
            existing law.  As such, the desirability of imposing  
            significantly burdensome new reporting requirements on general  
            purpose committees for disclosure that already occurs in  
            advance of any relevant election is unclear.  

          3)Electronic Campaign Filing and Previous Legislation  :  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  








                                                                  AB 1514
                                                                  Page  5

            SOS to provide, by December 31, 2002, a means or method  
            whereby individuals subject to online and electronic filing  
            disclosure requirements of the PRA may submit required filings  
            free of charge.  However, it was not until February 1, 2007  
            that the SOS announced completion of the free online filing  
            method for all individuals who are required to file online or  
            electronically.

          The sponsor of this bill, the SOS, argues that it is appropriate  
            to make the "election cycle" reporting requirements that  
            currently apply only to candidates and primarily formed ballot  
            measure committees applicable to all committees.  In support  
            of such a policy, the SOS argues that the development of a  
            free filing system eliminates the rationale for excluding  
            other committees from this "election cycle" reporting.   
            However, as noted above, it is not clear that the "election  
            cycle" reporting requirements are designed in such a way as to  
            make them easily applicable to general purpose committees  
            without imposing significantly burdensome new reporting  
            requirements.

          Additionally, while it is true that the SOS has deployed a free  
            filing system as required by law, it is unclear whether that  
            system is sufficiently user-friendly for the candidates,  
            campaigns, and other filers that would be required to use that  
            option (or contract with a private vendor, at a cost) under  
            this bill.  In fact, the sponsor of this bill - the SOS -  
            reported to the Legislature in February 2007 that although the  
            free filing option had been developed and implemented, "the  
            forms . . . aren't nearly as 'user-friendly' as they should  
            be."
           
          4)Is The Electronic Filing 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 disclosure system is  
            operating effectively.  The SOS did hold 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.








                                                                  AB 1514
                                                                  Page  6


          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.
           
          5)Arguments in Support  :  According to the sponsor, Secretary of  
            State Debra Bowen:

               Existing law contains a number of financial disclosure  
               requirements for political organizations, as well as  
               various exemptions based on the size of the organization  
               and the time frame prior to an election.  These exemptions  
               were created in order to limit the filing burden on  
               political committees in an era before my office developed a  
               free online filing system.

               For example, California law requires state level candidates  
               and ballot measure committees to report monetary  
               contributions of $1,000 or more within 24 hours of their  
               receipt within 90 days of an election or of $5,000 or more  
               within 10 business days of their receipt at any other time,  
               but does not impose the same standards on other recipient  
               political committees or slate mailer organizations.

               Furthermore, current law requires slate mailer  
               organizations to file semiannual campaign statements only  
               if they have (a) received $500 or more from any person for  
               the support or opposition to any candidate or ballot  
               measure, or (b) spent $500 or more to produce on or more  
               slate mailings.

               Now that a free online filing system exists, the original  
               rationale behind these exemptions has largely vanished.

               AB 1514 mirrors the requirements that apply to state level  
               candidates and state ballot measure committees by requiring  
               all recipient political committees and slate mailer  
               organizations to file a report online with my office (a)  
               within 24 hours of receipt of a contribution of $1,000 or  
               more made within 90 days of an election and (b) within 10  
               business days of receipt of a contribution of $5,000 or  
               more made anytime other than the 90 days before an  








                                                                  AB 1514
                                                                  Page  7

               election.

               AB 1514 also eliminates the under $500 exemption for slate  
               mailer organizations by requiring all slate mailer  
               organizations to file semiannual campaign reports  
               regardless of how much money they have spent or received.

           6)Related Legislation  :  AB 1181 (Huber), which is also being  
            heard in this committee today, proposes to eliminate the  
            threshold levels at which certain candidates and committees  
            are required to file campaign reports online or  
            electronically, and instead to require that  all  campaign  
            reports that are filed with the SOS be filed online or  
            electronically, with very limited exceptions.  
           
           7)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 
           
          Secretary of State Debra Bowen (sponsor)
          CALPIRG
          League of Women Voters of California

           Opposition 
           
          None on file.
           
          Analysis Prepared by  :    Ethan Jones / E. & R. / (916) 319-2094