BILL ANALYSIS                                                                                                                                                                                                    �



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          Date of Hearing:   August 16, 2011

                  ASSEMBLY COMMITTEE ON ELECTIONS AND REDISTRICTING
                                  Paul Fong, Chair
                  ACA 12 (Gatto) - As Introduced:  December 9, 2010
           
          SUBJECT  :   Statewide initiative measures: legislative amendment.

           SUMMARY  :   Permits the Legislature to propose amendments to an 
          initiative measure prior to that measure appearing on the 
          ballot.  Specifically,  this constitutional amendment  :  
                         
          1)Provides that an initiative measure will appear on the ballot 
            at the next general or statewide special election held at 
            least 176 days after the initiative qualifies for the ballot, 
            instead of at the next general or statewide special election 
            held at least 131 days after the initiative qualifies for the 
            ballot.

          2)Requires the Secretary of State (SOS) to transmit a copy of 
            each initiative measure certified for the ballot to each house 
            of the Legislature not later than 176 days prior to the date 
            of the election at which the measure is to be voted on.

          3)Permits the Legislature, not later than 30 days after both 
            houses receive a copy of a certified initiative measure from 
            the SOS pursuant to the procedure outlined above, to propose 
            an amended form of the measure by a concurrent resolution 
            adopted by each house.  Provides that the concurrent 
            resolution may be adopted by a majority of the membership of 
            each house of the Legislature.  Requires that the amended form 
            of the measure address only the subject matter addressed by 
            the certified initiative measure.

          4)Requires the Legislature, immediately upon adoption of a 
            concurrent resolution proposing an amended form of a certified 
            initiative measure, to deliver that amended form to the 
            proponents of the measure and the SOS.

          5)Provides that if a majority of the proponents accept the 
            amended form proposed in the concurrent resolution, not later 
            than 131 days prior to the date of the election at which the 
            certified measure is to be voted on, the amended form shall be 
            placed on the ballot in place of the proposal set forth in the 
            certified measure.  Provides that if the amended form is not 








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            accepted by a majority of the proponents by that date, the 
            original certified measure shall appear on the ballot, and the 
            amended form shall not.  Provides that if the amended form is 
            not accepted by a majority of the proponents, information 
            regarding that amended form shall be included in the ballot 
            materials relating to the initiative measure.

          6)Provides that, for the purposes of this constitutional 
            amendment, the "proponent" is the person or entity that 
            presented the SOS with a petition for an initiative measure 
            that has been certified to appear on the ballot.

           EXISTING LAW  :

          1)Permits voters to propose statutes or amendments to the 
            Constitution by initiative.  Requires an initiative petition 
            for a measure that amends or enacts a statute to contain a 
            number of signatures equal to five percent of the votes cast 
            for candidates for Governor at the last gubernatorial election 
            in order for that initiative to appear on the ballot.  
            Requires an initiative petition for an initiative that amends 
            the state constitution to contain a number of signatures equal 
            to eight percent of the votes cast for candidates for Governor 
            at the last gubernatorial election in order to appear on the 
            ballot.

          2)Requires the SOS to submit a statewide initiative measure to 
            the voters at the next general election held at least 131 days 
            after it qualifies, or at any special statewide election held 
            prior to that general election.  Permits the Governor to call 
            a special statewide election on any initiative measure.

           FISCAL EFFECT  :   Unknown

           COMMENTS  :   

           1)Purpose of the Constitutional Amendment  :  According to the 
            author:
             
                ACA 12 would allow the legislature to amend an 
               initiative measure certified for placement on the 
               ballot.

               Current law requires initiative proponents to submit 
               their proposal to the Attorney General's office before 








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               circulating a measure. The Attorney General obtains a 
               fiscal analysis from the Department of Finance and the 
               Joint Legislative Budget Committee and then provides 
               the proponent with a title and 100 word summary which 
               must be printed at the top of each petition. 
               Proponents pay a fee of $200 (an amount established in 
               1942) which is refunded if the initiative qualifies 
               for the ballot. Initiative proponents have the option 
               of submitting their measure for review by Legislative 
               Counsel, but they rarely do so. After filing, no 
               further changes can be made to a measure.

               A lack of legislative review has resulted in state 
               and/or federal courts either partially or fully 
               striking down many initiatives over the years and 
               unintended consequences have increased as the number 
               of initiatives has increased, causing cost to the 
               State and a burden on Californians in our attempts to 
               comply.

               ACA 12 seeks to provide a way for the legislature and 
               the public to participate (by way of hearing) in the 
               analysis of an initiative, while still allowing the 
               initiative proponent to have control over their 
               measure.

               ACA 12 would require the Secretary of State to 
               transmit a copy of an initiative measure certified for 
               the ballot that would amend the Constitution to each 
               house of the Legislature no later than 176 days prior 
               to the election at which the measure is to be voted 
               upon. Within 30 days the Legislature may propose an 
               amendment. If the Legislature proposes amendments to 
               the initiative measure and are accepted by the 
               proponent, or a majority of the proponents, the 
               amended version of the initiative measure would appear 
               on the ballot in place of the certified initiative 
               measure.  If the amendments proposed by the 
               Legislature are not accepted, information regarding 
               the proposed amended form will be included in the 
               ballot materials relating to the initiative measure.

               The measure would allow for the legislature to provide 
               a way for the proponents of a measure to fix any 
               unforeseen flaws in their proposed initiative before 








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               it goes to the ballot. There is little room for 
               mischief because the proponents would reserve the 
               right to refuse any proposed changes by the 
               legislature at any time. Unlike other states where the 
               legislature can put a competing initiative comprised 
               of their proposed changes, ACA 12 would only put on 
               the ballot what the proposed changes were in an effort 
               to give voters more information as to the 
               inner-workings of the initiative and any potential 
               flaws that may exist.

           2)Indirect Initiative Background  :  According to the National 
            Conference of State Legislatures (NCSL), eight states 
            currently offer some form of an "indirect" initiative process. 
             Maine, Michigan, Nevada, Ohio, Utah, and Washington provide 
            for an indirect initiative process for statutory initiatives 
            only; Mississippi provides the process only for constitutional 
            amendment initiatives; while Massachusetts includes both 
            statutory and constitutional amendment initiatives.

          In the indirect initiative process, a proposed initiative is 
            referred to the legislature after proponents have gathered the 
            required number of signatures.  The legislature has the option 
            to enact, defeat or amend the measure.  Depending on the 
            legislature's action, the proponents may continue to pursue 
            placement on the ballot for a popular vote.  In three states 
            (Massachusetts, Ohio and Utah), proponents must gather 
            additional signatures to place the measure on the ballot if 
            the Legislature defeats the measure or proposes amendments 
            that are unacceptable to the proponents; in the others, the 
            measure automatically goes on the ballot.

          Alaska's and Wyoming's initiative processes are sometimes cited 
            as indirect. However, instead of requiring that an initiative 
            be submitted to the legislature for action, they provide only 
            that an initiative cannot be placed on the ballot until after 
            a legislative session has convened and adjourned, thus 
            providing the legislature with the opportunity to address the 
            issue if it so chooses.

          Two states - Utah and Washington - offer both the direct and 
            indirect initiative process; proponents have the option of 
            choosing either.  In Utah, the initial signature requirement 
            is lower for the indirect process.  This serves as an 
            incentive for proponents to choose the indirect route and thus 








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            incorporate the legislature into the process.  Qualifying an 
            initiative directly to the ballot requires signatures equal to 
            10 percent of the votes cast for governor in the last 
            election; presenting an indirect initiative to the legislature 
            requires signatures equal to 5 percent of the votes cast for 
            governor in the last election. However, if the indirect 
            initiative is rejected by the legislature, proponents must 
            gather additional signatures equal to 10 percent of the votes 
            cast for governor, creating a total signature threshold for 
            indirect initiatives that is higher than that for direct 
            initiatives.  As a consequence, use of Utah's indirect 
            initiative is significantly lower than use of the direct 
            method.

          California had an indirect initiative process until 1966.  It 
            was available in addition to the direct process, and 
            proponents were permitted to choose the process they 
            preferred.  However, the indirect option was used successfully 
            only once before it was abolished by voters.

          NCSL notes that the indirect initiative is frequently offered as 
            an improvement over the direct initiative because it allows 
            for legislative analysis, committee hearings, and floor 
            debate.  Legislative deliberation and debate on the issue 
            itself and its effect on other existing policies may result in 
            an improved initiative proposal because unintended 
            consequences and errors may come to light.

          NCSL also notes that pitfalls exist in the indirect initiative 
            process, however, which prevent it from being a panacea to the 
            problems with the initiative process.  The main argument 
            against the indirect initiative is that, where the process is 
            currently offered, legislatures rarely take up the initiative 
            proposal and, when they do, they almost always reject 
            initiative proposals.  Rarely do they engage in negotiation 
            with initiative proponents and seek to craft a compromise.  
            Most often, indirect initiatives are rejected by the 
            legislature and end up on the ballot for a popular vote; in 
            this case the indirect process has done little but prolong the 
            initiative process.

           3)Speaker's Commission on the California Initiative Process  :  In 
            2000, then-Assembly Speaker Robert M. Hertzberg created a 
            commission on the California initiative process.  The goal of 
            the Commission was to examine the initiative process and 








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            recommend changes to make the process more responsive to voter 
            concerns.  The Commission issued its final report in January 
            2002.  Among the recommendations proposed by the Commission 
            was the creation of an indirect initiative process that would 
            allow the Legislature to enact an initiative into law, with 
            the proponents' consent, thereby removing the need for the 
            initiative to go to the ballot.

          In stating the desirability of creating an indirect initiative 
            process, the Commission noted that when drafting problems are 
            discovered in an initiative being circulated, there is no 
            process for correcting such mistakes.  The Commission's report 
            argued that allowing the Legislature to review initiative 
            measures, and make minor changes or suggestions for changes to 
            such measures, could reduce technical problems or unintended 
            consequences in initiative measures.

          There is one key difference, however, between this proposal and 
            the recommendation by the Commission for the creation of an 
            indirect initiative process.  While this measure provides that 
            all initiatives would be subject to Legislative review, the 
            Commission recommended that the indirect initiative process be 
            voluntary.  
           
           4)Should Initiative Proponents Have the Final Say  ?  This measure 
            gives the proponents of an initiative measure the authority to 
            allow that initiative to be substituted on the ballot by a 
            measure that was approved by the Legislature.

          It is unclear whether the proponents of an initiative measure 
            should have this authority.  The initiative process is the 
            power of the electors to propose statutes and amendments to 
            the Constitution, and to approve or reject them.  The hundreds 
            of thousands of voters who signed petitions to place the 
            initiative measure on the ballot would have no recourse if 
            they did not agree with the measure approved by the 
            Legislature.

          However, such a situation is already possible under existing 
            law.  It is not uncommon for initiative proponents to collect 
            more than enough signatures than necessary to qualify an 
            initiative for the ballot, but to delay turning in some of 
            those signatures in the hopes of prompting the Legislature to 
            adopt a bill or constitutional amendment that is consistent 
            with the purposes of the initiative measure.  If the 








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            Legislature fails to act, the proponents submit the remaining 
            signatures and the initiative measure qualifies for the 
            ballot.  If the Legislature adopts a bill or constitutional 
            amendment that is consistent with the purposes of the 
            initiative measure, the proponents do not submit the remaining 
            signatures, and the initiative measure fails to qualify for 
            the ballot.  In this scenario, which already occurs under 
            existing law, those voters who signed petitions to place the 
            initiative measure on the ballot have no recourse if they do 
            not agree with the proponents that the bill or constitutional 
            amendment approved by the Legislature was consistent with the 
            intent of the initiative measure.  
           
           5)Initiative Statutes and Voter Approval  :  Unlike other recent 
            proposals to establish an indirect initiative system in 
            California (see below), this constitutional amendment does not 
            provide a mechanism for initiatives that propose to amend 
            state statute only to be enacted without appearing on the 
            ballot.  If the proponents of an initiative statute collected 
            and submitted a sufficient number of signatures for that 
            measure to appear on the ballot, some form of that measure 
            would have to appear on the ballot even if the Legislature 
            enacted the initiative measure into law in its entirety, 
            without any changes.  

          One of the potential impacts of an indirect initiative process 
            is that it may allow a proposed initiative measure to be 
            enacted into law without a vote of the people, thereby 
            reducing the number of measures that voters are asked to 
            consider.  The author and the committee may wish to consider 
            whether it would be appropriate to amend this constitutional 
            amendment to provide that a proposed initiative measure can be 
            withdrawn from the ballot if that measure only amends state 
            statute, if the Legislature approves a statute that addresses 
            the same subject matter as the initiative measure, and if a 
            majority of the proponents of the initiative measure accept 
            the statute enacted by the Legislature in lieu of the 
            initiative measure.  
           
           6)Arguments in Support  :  In support of this measure, the 
            American Federation of State, County and Municipal Employees, 
            AFL-CIO writes:

               Assembly Constitutional Amendment 12 will allow for 
               the correction of imperfect initiatives before they 








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               reach the voters by allowing the Legislature to 
               suggest amendments to an initiative on the ballot.  
               During the past election, one significant criticism of 
               California's Proposition 19 was that the measure was 
               poorly written and could have exposed employers to 
               increased liability.  If ACA 12 had been in effect, 
               then Proposition 19 could have been reviewed and 
               improved by the Legislature prior to reaching the 
               ballot.  Though we do not wish to debate the value of 
               any proposition, we do suggest that better policy and 
               governance might arise from additional legislative 
               input in the ballot initiative process, creating a 
               system that better serves the interests of all 
               Californians.

           7)Arguments in Opposition  :  In opposition to this measure, the 
            California Taxpayers Association writes:
           
                ACA 12 may result in initiatives being placed on the 
               ballot in a dramatically different form than approved 
               by petition-signers.  An amended version of an 
               initiative might be opposed by those whose signatures 
               put the initiative on the ballot.  ACA 12 even 
               provides for a scenario in which a sponsor of an 
               initiative might oppose the version that ends up on 
               the ballot.

               Under ACA 12, if proponents of an initiative do not 
               accept the Legislature's substitute version, ballot 
               materials would include unspecified information about 
               the version that was rejected.  Using the ballot 
               pamphlet to provide information about measures that 
               are not on the ballot may result in voter confusion.  
               This also may have the effect of suggesting a "no" 
               vote on the original - an improper use of public 
               resources.

               ACA 12 would provide that the Legislature's substitute 
               version "shall address only the subject matter 
               addressed by the certified initiative measure."  
               However, based on California's experience with the 
               existing single-subject rule for initiatives, it is 
               uncertain how or if this provision would be enforced.

               Additionally, ACA 12 would increase state spending for 








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               legislative activity and printing additional ballot 
               materials, without identifying a new source of revenue 
               or reductions in existing spending to offset the cost.

           8)Previous Legislation  :  ACA 18 (Nation) of 2005, and ACA 13 (Ed 
            Hernandez) of 2009, both proposed establishing an indirect 
            initiative process.  Both measures were approved by this 
            committee, but neither measure was brought up for a vote on 
            the Assembly Floor.  
           
           9)Related Legislation  :  ACA 19 (Allen), which is pending on the 
            Assembly Floor, proposes to create a voluntary indirect 
            initiative process. 

           10)Approval of Voters  :  As a constitutional amendment, this 
            measure requires the approval of the voters to take effect.

           REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           
          American Federation of State, County and Municipal Employees 
          (AFSCME), AFL-CIO

           Opposition 
           
          California Taxpayers Association
          Howard Jarvis Taxpayers Association
          PawPAC
          One individual
           
          Analysis Prepared by  :    Ethan Jones / E. & R. / (916) 319-2094