BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 1921
                                                                  Page  1

          Date of Hearing:   May 4, 2010

                  ASSEMBLY COMMITTEE ON ELECTIONS AND REDISTRICTING
                                  Paul Fong, Chair
                 AB 1921 (Davis) - As Introduced:  February 16, 2010
           
          SUBJECT  :   Political Reform Act of 1974: electronic filing.

           SUMMARY  :  Allows Santa Clara and Ventura Counties and the City  
          of Long Beach to participate in an ongoing pilot project that  
          allows certain local jurisdictions to permit statements of  
          economic interests (SEIs) to be filed electronically.

           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)Requires that candidates for and current holders of specified  
            elected or appointed state and local offices and designated  
            employees of state and local agencies file SEIs disclosing  
            their financial interests, including investments, real  
            property interests, and income.

          3)Establishes a pilot project which permits Los Angeles, Merced,  
            Orange, and Stanislaus Counties to permit the electronic  
            filing of an SEI in accordance with regulations adopted by the  
            FPPC.

          4)Requires the pilot project to cover the reporting periods of  
            2008 through 2010.

          5)Requires a county participating in the pilot project to submit  
            a report to the FPPC not later than July 1, 2011.  Requires  
            the report to include a listing and estimate of associated  
            operational efficiencies; related savings and associated costs  
            from implementing and operating the pilot program; a listing  
            of the safety, security, or privacy issues encountered and an  
            explanation of how those issues were addressed; available  
            information related to feedback from electronic filing  
            participants; and any other relevant information on the  
            implementation of the pilot program.









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          6)Requires the FPPC to transmit the county reports received, as  
            well as any comments on the reports, to the Legislative  
            Analyst's Office (LAO) no later than August 15, 2011, and  
            requires the LAO to provide a report to the Legislature  
            evaluating the pilot project not later than February 1, 2012.

          7)Allows the FPPC, in conjunction with the LAO, to develop  
            additional criteria for the report to be submitted to the FPPC  
            by participating counties.

          8)Provides that the pilot project will begin on January 1, 2009  
            and end on January 1, 2012.

           FISCAL EFFECT  :   Keyed non-fiscal by the Legislative Counsel.







































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          COMMENTS  :   

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

               Assembly Bill 2607 (Davis) provided Los Angeles, Orange,  
               Merced and Stanislaus Counties with the ability to  
               participate in a pilot program to provide constituents with  
               the option of filing their Form 700 Statement of Economic  
               Interests using a secure electronic template.  The program  
               provides a safe, cost-effective and workload-reducing  
               option for the filer to utilize to fulfill their annual  
               filing obligation.

               Assembly Bill 1921 would add Santa Clara and Ventura  
               Counties, as well as the City of Long Beach, to the  
               existing pilot project.  These entities are prepared to  
               administer the electronic filing option immediately, and  
               require legislative action to provide them the avenue  
               needed to officially launch their programs.  The language  
               in AB 1921 will provide the referenced entities with an  
               additional year of financial and workload savings.

           2)Statements of Economic Interests  :  As part of the PRA's  
            comprehensive scheme to prevent conflicts of interest by state  
            and local public officials, existing law identifies certain  
            elected and other high-level state and local officials who  
            must file SEIs. Similarly, candidates for those positions must  
            file SEIs.  Other state and local public officials and  
            employees are required to file SEIs if the position they hold  
            is designated in an agency's conflict of interest code.  A  
            position is designated in an agency's conflict of interest  
            code when the position entails the making or participation in  
            the making of governmental decisions that may foreseeably have  
            a material financial effect on the decision maker's financial  
            interests.  While the exact number of people that are required  
            to file SEIs is unknown, the FPPC previously has estimated  
            that the number exceeds 130,000 officials and employees  
            statewide.

          The information that must be disclosed on an SEI, and the  
            location at which an SEI is filed, varies depending on the  
            position held by the individual who is required to file an  
            SEI.  Although there are some exceptions, individuals who are  
            required to file an SEI typically must file that document with  
            the agency of which they are an elected official or by which  








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            they are employed.  
           
           3)Is It Appropriate to Modify the Participants In An Ongoing  
            Pilot Project  ?  AB 2607 (Davis), Chapter 498, Statutes of  
            2008, established a pilot project which permits Los Angeles,  
            Merced, Orange, and Stanislaus Counties to permit the  
            electronic filing of an SEI in accordance with regulations  
            adopted by the FPPC.  AB 1149 (Davis), Chapter 139, Statutes  
            of 2009, made two minor changes to that pilot project.  The  
            pilot project began in 2009 for SEIs filed for the 2008  
            calendar year, and is scheduled to conclude with SEIs filed  
            for the 2010 calendar year.  The Legislative Analyst is  
            required to provide a report to the Legislature by February 1,  
            2012 evaluating the pilot program.

          This bill seeks to add two additional counties (Santa Clara and  
            Ventura) and a city (Long Beach) to the ongoing pilot project  
            that was created by AB 2607.  It is fairly uncommon for the  
            participants in a pilot project to be changed after the pilot  
            project has already begun, in part because such a modification  
            may make it difficult to evaluate the impacts of the pilot  
            program.  If this bill is approved and the three entities that  
            are authorized to participate in the pilot project by this  
            bill do participate, those three entities will be  
            participating for just one (2010) of the three filing years  
            (2008, 2009, 2010) covered by the pilot project.   
            Additionally, individuals who are required to file SEIs in  
            Santa Clara and Ventura Counties and in the City of Long Beach  
            had to file a paper copy of their SEI for the 2009 calendar  
            year, would have the option of filing electronically for the  
            2010 calendar year, but then would be required to file a paper  
            copy again for the 2011 calendar year, absent additional  
            legislative action.  The committee may wish to consider  
            whether it is appropriate to change the participants in this  
            pilot project two-thirds of the way in to the duration of the  
            pilot project.

           4)Arguments in Support  :  The Santa Clara County Board of  
            Supervisors, a co-sponsor of this bill, writes:

               Our County is well suited to begin immediate participation  
               in the pilot program.  In October 2009, our Board  
               authorized the purchase of an e-filing software program for  
               Form 700 submissions to simplify the current submission  
               process for both filers and the Clerk of the Board.  The  








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               software offers an electronic submission feature, which  
               would be easy to implement if AB 1921 is enacted.

               Our Clerk of the Board is the local filing officer for over  
               4,000 filers in Santa Clara County.  Most of these filers  
               would qualify for electronic filing under the pilot  
               program.  This includes various County employees and  
               members of local school boards and special districts.  As  
               you can imagine, the large number of filers in our county  
               creates a tremendous amount of work for the Clerk's Office.  
                The ability to accept electronic submissions of statements  
               of economic interest forms will result in staff  
               efficiencies, reduce the risk of errors, and provide some  
               cost savings.  
                
           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 
           
          California Association of Clerks and Election Officials  
          (co-sponsor)
          Santa Clara County Board of Supervisors (co-sponsor)
          Ventura County Board of Supervisors (co-sponsor)
          City Clerks Association of California
          City of Long Beach
          City of Thousand Oaks
          Orange County Board of Supervisors

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