BILL ANALYSIS                                                                                                                                                                                                    



                                                                       



           ------------------------------------------------------------ 
          |SENATE RULES COMMITTEE            |                   SB 321|
          |Office of Senate Floor Analyses   |                         |
          |1020 N Street, Suite 524          |                         |
          |(916) 651-1520         Fax: (916) |                         |
          |327-4478                          |                         |
           ------------------------------------------------------------ 
           
                                         
                              UNFINISHED BUSINESS


          Bill No:  SB 321
          Author:   Benoit (R)
          Amended:  7/15/09
          Vote:     21

           
           SENATE LOCAL GOVERNMENT COMMITTEE  :  5-0, 4/29/09
          AYES:  Wiggins, Cox, Aanestad, Kehoe, Wolk

           SENATE APPROPRIATIONS COMMITTEE  :  Senate Rule 28.8

           SENATE FLOOR  :  39-0, 5/26/09 (Consent)
          AYES:  Aanestad, Alquist, Ashburn, Benoit, Calderon,  
            Cedillo, Cogdill, Corbett, Correa, Cox, Denham,  
            DeSaulnier, Ducheny, Dutton, Florez, Hancock, Harman,  
            Hollingsworth, Huff, Kehoe, Leno, Liu, Lowenthal,  
            Maldonado, Negrete McLeod, Oropeza, Padilla, Pavley,  
            Romero, Runner, Simitian, Steinberg, Strickland, Walters,  
            Wiggins, Wolk, Wright, Wyland, Yee
          NO VOTE RECORDED:  Vacancy

           ASSEMBLY FLOOR  :  74-0, 8/27/09 (Consent) - See last page  
            for vote


           SUBJECT  :    Local government:  assessments:  election  
          requirements

           SOURCE  :     Howard Jarvis Taxpayers Association


           DIGEST  :    This bill implements additional requirements on  
          mailed assessment ballots for easier identification and  
                                                           CONTINUED





                                                                SB 321
                                                                Page  
          2

          makes changes to the ballot tabulation process, as  
          specified.

           Assembly Amendments  permit the phrase "OFFICIAL BALLOT  
          ENCLOSED" to be printed in other languages, and make  
          clarifying changes.

           ANALYSIS  :    Proposition 218 (1996) limited local  
          officials' powers to impose taxes, levy benefit  
          assessments, and charge fees.  The Legislature translated  
          the new constitutional limits on benefit assessments into  
          statutory procedures for notice, hearing, and protests [SB  
          919 (Rainey), Chapter 38, Statutes of 1997] and imposed  
          additional requirements to enhance the confidentiality and  
          impartiality of benefit assessment ballot proceedings [SB  
          1477 (Lewis), Chapter 220, Statutes of 2000].  

           Mailing Ballots

           Existing law requires local officials to mail to each  
          affected property owner a ballot to vote for or against a  
          proposed assessment and a notice containing specific  
          information about the proposed assessment, including the  
          date, time, and place of the public hearing at which  
          ballots will be tabulated.  

          This bill requires the phrase "OFFICIAL BALLOT ENCLOSED" to  
          be printed, in no smaller than 16-point bold type, on  
          envelopes mailed to property owners containing the notices  
          and assessment ballots.  Permits the phrase to be printed  
          in a language other than English.

           Ballot Tabulation

           Existing law requires that an impartial person designated  
          by the agency who does not have a vested interest in the  
          outcome of the proposed assessment must tabulate the  
          ballots.  

          This bill states that if the agency uses agency personnel  
          for the ballot tabulation or if the agency contracts with a  
          vendor for the ballot tabulation and the vendor or its  
          affiliates participated in the research, design,  
          engineering, public education, or promotion of the  







                                                                SB 321
                                                                Page  
          3

          assessment, the ballots shall be unsealed and tabulated in  
          public view so as to permit all interested persons to  
          monitor the accuracy of the tabulation process.  This bill  
          clarifies that an impartial person may include the clerk of  
          the agency.

          This bill requires ballots to be unsealed and tabulated in  
          public view at the conclusion of the public hearing so as  
          to permit all interested persons to meaningfully monitor  
          the accuracy of the tabulation process.  This bill allows  
          the agency's governing body to continue the tabulation at a  
          different time or location accessible to the public,  
          provided that the time and location are announced at the  
          hearing.
           
           Public Records

           Existing law requires, during and after the tabulation,  
          that assessment ballots must be treated as public documents  
          and be available to both the proponents and opponents.  In  
          tabulating the ballots, the ballots are weighted according  
          to each property's proportional financial obligation.

          This bill requires the information used to determine the  
          weight of each ballot to be public and made equally  
          available to proponents and opponents.  This bill requires  
          ballots to be preserved for at least two years and  
          references the statutes under which agencies may dispose of  
          the ballots after that time.

           Comment  
           
           Recent controversies over benefit assessments demonstrate a  
          need to further clarify the statutes that implement  
          Proposition 218.  This bill's sponsor cites examples of  
          property owners who discard assessment ballots they receive  
          in the mail, thinking that the contents are "junk mail."   
          Proponents also express concerns about assessment ballots  
          being tabulated behind closed doors by private firms.  By  
          making mailed assessment ballots easier for property owners  
          to identify and by requiring a more impartial and  
          transparent ballot tabulation process, this bill enhances  
          the integrity of the approval process for benefit  
          assessments.







                                                                SB 321
                                                                Page  
          4


           FISCAL EFFECT  :    Appropriation:  No   Fiscal Com.:  Yes    
          Local:  Yes

           SUPPORT  :   (Verified  8/28/09)

          Howard Jarvis Taxpayers Association (source)


           ASSEMBLY FLOOR  :
          AYES:  Adams, Ammiano, Anderson, Arambula, Beall, Bill  
            Berryhill, Tom Berryhill, Blakeslee, Block, Blumenfield,  
            Brownley, Buchanan, Caballero, Charles Calderon, Carter,  
            Chesbro, Conway, Cook, Coto, Davis, De La Torre, De Leon,  
            DeVore, Duvall, Emmerson, Eng, Feuer, Fletcher, Fong,  
            Fuller, Furutani, Gaines, Galgiani, Garrick, Gilmore,  
            Hagman, Harkey, Hayashi, Hernandez, Hill, Huber, Huffman,  
            Jeffries, Jones, Knight, Krekorian, Lieu, Logue, Bonnie  
            Lowenthal, Ma, Mendoza, Miller, Monning, Nava, Nestande,  
            Niello, Nielsen, John A. Perez, V. Manuel Perez,  
            Portantino, Ruskin, Salas, Silva, Skinner, Smyth,  
            Solorio, Audra Strickland, Swanson, Torlakson, Torres,  
            Torrico, Tran, Villines, Yamada
          NO VOTE RECORDED:  Evans, Fuentes, Hall, Saldana, Bass,  
            Vacancy


          AGB:mw  8/28/09   Senate Floor Analyses 

                         SUPPORT/OPPOSITION:  SEE ABOVE

                                ****  END  ****