BILL ANALYSIS                                                                                                                                                                                                    



                                                                  SB 115
                                                                  Page  1

          Date of Hearing:   July 8, 2009

                        ASSEMBLY COMMITTEE ON APPROPRIATIONS
                                Kevin De Leon, Chair

                  SB 115 (Lowenthal) - As Amended:  March 24, 2009 

          Policy Committee:                              JudiciaryVote:7-3

          Urgency:     No                   State Mandated Local Program:  
          No     Reimbursable:               

           SUMMARY  

          This bill permits a public employee or employment applicant to  
          sign a modified oath of office, as specified, based on the  
          employee's or applicant's moral, ethical, or religious beliefs  
          that conflict with their ability to take such oath without  
          mental reservation, so long as they are willing and able to  
          uphold the Constitutions of the United States and California.

          The above option would not be available to a public officer,  
          employee or applicant for public employment who is elected or  
          who serves at the pleasure of an elected official.

           FISCAL EFFECT  

          Minor absorbable costs to state agencies and minor  
          nonreimbursable costs to local government entities to provide  
          the modified oath of office as an option to employees and  
          applicants.

           COMMENTS  

           1)Background  .  Section 3 of Article XX of the state Constitution  
            contains the loyalty oath, the first paragraph of which reads:

               "I, ______, do solemnly swear (or affirm) that I will  
               support and defend the Constitution of the United  
               States and the Constitution of the State of California  
               against all enemies, foreign and domestic; that I will  
               bear true faith and allegiance to the Constitution of  
               the United States and the Constitution of the State of  
               California; that I take this obligation freely,  
               without any mental reservation or purpose of evasion;  








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               and that I will well and faithfully discharge the  
               duties upon which I am about to enter."

            The second paragraph of the oath, pertaining to membership in  
            organizations "advocating the overthrow of the state and  
            federal governments" was invalidated in 1967 by the California  
            Supreme Court "because it bars persons from public employment  
            for a type of association that may not be proscribed  
            consistently with First Amendment rights."  All persons  
            required to take the state loyalty oath today take and  
            subscribe to only the first paragraph of the oath, as  
            described above.  Existing California case law further  
            prohibits the prospective employee from making any  
            alterations, interlineations, or strikeouts to the oath.

           2)Purpose  .  This bill permits public employees and applicants  
            for public employment to take and sign a modified loyalty  
            oath, as follows:

               "I, ____, do solemnly affirm that I will uphold the  
               Constitution of the United States and the Constitution  
               and all other laws of the State of California; that I  
               take this obligation freely, without any mental  
               reservation or purpose of evasion; and that I will  
               well and faithfully discharge the duties upon which I  
               am about to enter."

            The alternative oath replaces the language that the oathtaker  
            will "support and defend" the U.S. and California  
            Constitutions and all other state laws "against all enemies,  
            foreign and domestic" with language that the person will  
            simply "uphold" those constitutions and laws.  This is an  
            attempt to alleviate the concerns of individuals who are  
            committed by faith to pacifism, such as Quakers, who interpret  
            those two phrases as requiring them to participate in war or  
            violence in order to defend the Constitutions and state laws.

           3)Prior Legislation  :  SB 1322 (Lowenthal) of 2008, which sought  
            to repeal a number of McCarthy-era laws relating to  
            anti-communism, and, among other things, authorized an  
            alternative loyalty oath with language identical to the one in  
            this bill, was vetoed.  The governor stated that he saw "no  
            compelling reason to change the law that maintains our  
            responsibility to ensure that public resources are not used  
            for purposes of overthrowing the U.S. or state government, or  








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            for communist activities."  Notably, this message indicated  
            that the veto was based on the proposed repeal of  
            anti-communism statutes, but not specifically on the loyalty  
            oath provisions.  AB 115 addresses only the state loyalty oath  
            applicable to public employees and applicants for employment.

           Analysis Prepared by  :    Chuck Nicol / APPR. / (916) 319-2081