BILL ANALYSIS                                                                                                                                                                                                    �




                     SENATE GOVERNANCE & FINANCE COMMITTEE
                            Senator Lois Wolk, Chair
          

          BILL NO:  SB 330                      HEARING:  1/11/12
          AUTHOR:  Padilla                      FISCAL:  Yes
          VERSION:  As proposed to be amended (mock-up)TAX LEVY:  Yes
          CONSULTANT:  Lui                      

                          TOBACCO LICENSE QUERY SYSTEM


             Requires Department of Public Health to establish the 
            Tobacco License Query System. Assesses a $100 annual fee 
               for retailers located within 600 feet of schools.


                           Background and Existing Law  
          I.  Synar Amendment
          In 1992, Congress passed the Synar Amendment, which aimed 
          to decrease minors' access to tobacco.  The Synar Amendment 
          requires states to adopt and enforce laws prohibiting any 
          manufacturer, retailer, or distributor from selling or 
          distributing tobacco products to minors.  If the state's 
          Youth Purchase Survey-a state compliance check using 
          underage decoys to purchase cigarettes at random site 
          inspections-is above 20 percent, the federal government may 
          reduce each state's alcohol and substance abuse block grant 
          funding. This federal block grant amounts to nearly $100 
          million annually for California.

          II.  STAKE Act
          In 1994, the Legislature enacted Stop Tobacco Access to 
          Kids Enforcement (STAKE) Act (Hayden, SB 1927, 1994) was 
          adopted to meet the requirements of the Synar Amendment.  
          The STAKE Act created a new statewide enforcement program 
          to take regulatory action against businesses that sold 
          tobacco to minors.  The California Department of Public 
          Health (DPH) enforces certain provisions of the STAKE Act, 
          such as conducting compliance checks, using teenage decoys, 
          serving legal notices, administering penalty appeal 
          hearings, and assessing and collecting penalties.  Many 
          cities and counties have also adopted local tobacco retail 
          licensing ordinances to further reduce the sales of tobacco 
          products to minors.

          If any person, firm or corporation sells or furnishes 
          minors with any tobacco paraphernalia, tobacco, cigarette, 




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          or cigarette papers, an enforcing agency may assess the 
          following civil penalties:
                 For the first violation, a $400 to $600 fine.
                 For the second violation within 5 years, a $900 to 
               $1,000 fine.
                 For the third violation within 5 years, a $1,200 to 
               $1,800 fine.
                 For the fourth violation within 5 years, a $3,000 
               to $4,000 fine.
                 For a fifth or subsequent violation within 5 years, 
               a $5,000 to $6,000 fine.
          If a retailer or person who sells or deals tobacco fails to 
          conspicuously post a notice that serving minors is illegal, 
          the enforcing agency may assess a $200 fine for the first 
          offense, $500 fine for the second.  The CDPH Food and Drug 
          Branch also conducts compliance checks and manages a 
          toll-free number to report illegal tobacco sales to minors. 


          III.  Cigarette and Tobacco Products Licensing Act 
          To stem the tide of untaxed distributions and illegal sales 
          of cigarettes and tobacco products, the Cigarette and 
          Tobacco Products Licensing Act requires the Board of 
          Equalization (BOE) to license manufacturers, distributors, 
          wholesalers, importers and retailers of cigarette or 
          tobacco products who are engaged in business in California 
          (AB 71, Horton, 2003).  A retailer must have and maintain a 
          license to sell cigarettes or tobacco products.  Any 
          retailer that owns or controls more than one retail 
          location, where cigarette and tobacco products are sold, 
          must obtain a separate license for each retail location.  
          Each retailer is required to submit a one-time license fee 
          of one hundred dollars ($100) with each application, and 
          may submit a single application with a license fee of one 
          hundred dollars ($100) per location.  Retailers must 
          annually renew their license.  A "retail location" is 
          defined as any building from which cigarettes or tobacco 
          products are sold at retail or a vending machine.  

          All persons and firms engaged in the retail sale of 
          cigarettes and tobacco products must check the 
          identification of tobacco purchasers.  The law also 
          prohibits any person, firm or corporation from selling, 
          giving, or in any way furnishing cigarettes or tobacco 
          products to any person who is under the age of 18 years.






          SB 330 - As proposed to be amended -- Page 3



          The application requirements for the Licensing Act are as 
          follows: 
                 Applicant's name, address, and telephone number.
                 Affirmation that the applicant has not been 
               convicted of a felony; the applicant must also affirm 
               that he or she will to violate any rule pertaining to 
               the manufacture, sale, or distribution of cigarettes 
               or tobacco products.  
                 The license or permit number of any license or 
               permits issued by the Department of Alcoholic Beverage 
               Control. 

          The applicant must sign a statement affirming the accuracy 
          and truthfulness of the application contents.  If the 
          applicant falsifies any information, the applicant is 
          guilty of a misdemeanor punishable by imprisonment of up to 
          one year in county jail, and/or a fine of not more than 
          $1,000. 

          The penalty structure is: 
                 First conviction of a violation, BOE sends the 
               retailer a warning letter that delineates the 
               circumstances under which BOE may suspend or revoke 
               the license, and the amount of time BOE can suspend or 
               revoke the license.  The retailer and its employees 
               must receive training on tobacco control laws from the 
               Department of Health Services upon a first conviction. 
                                                                      
                 
                 Second conviction of a violation within 12 months, 
               the retailer is subject to a fine of five hundred 
               dollars ($500). 
                 Third conviction of a violation within 12 months, 
               the retailer is subject to a fine of one thousand 
               dollars ($1,000). 
                 Fourth to the seventh conviction of a violation 
               within 12 months, BOE is required to suspend the 
               retailer's license to sell cigarette and tobacco 
               products for 90 days.
                 Eighth conviction of a violation within 2 years, 
               BOE must revoke the retailer's license to sell 
               cigarette and tobacco products.

          IV.  California Penal Code
          BOE can take action if a retailer is convicted of either 
          selling cigarettes or tobacco products to any person who is 





          SB 330 - As proposed to be amended -- Page 4



          under the age of 18 years or violating the provisions of 
          the STAKE Act.  Any person who provides tobacco to a minor 
          may be convicted of a misdemeanor, or to a civil action 
          brought by a city attorney, a county counsel, or a district 
          attorney.  BOE may issue a $200 fine for the first offense, 
          a $500 fine for the second offense, and a $1,000 fine for 
          the third offense. 

          Existing law also requires every person, firm, or 
          corporation which sells, deals in tobacco or any tobacco 
          product to post a conspicuous notice at the point of 
          purchase, that selling tobacco products to anyone under 18 
          years of age is illegal.  Any person convicted of failing 
          to post conspicuously a notice is punished by:
                 For the first offense, a $50 fine. 
                 For the second offense, a $100 fine. 
                 For the third offense, a $250 fine.
                 For the fourth and each subsequent offense, a $500 
               fine or imprisonment in a county jail for no more than 
               30 days. 
          However, BOE can only use this enforcement action when the 
          Youth Purchase Survey is 13% or more.  If the Youth 
          Purchase Survey is under 13 percent, this authority remains 
          inoperative. In 2006-2007, the National Survey on Drug Use 
          and Health found that 6.9% of youth aged 12 to 17 years 
          smoked a cigarette in the past month. 
          
          V. Proposition 26.  In November 2010, California voters 
          approved Proposition 26, which changed how fees and taxes 
          are defined (Article XIII (3)(b)).  A tax is any levy, 
          charge, or exaction imposed by the State,  except for  : 
                 A charge imposed for a specific benefit conferred, 
               or privilege granted directly to the payor that is not 
               provided to those not charged; 
                 A charge imposed for a specific government service 
               or product;
                 A charge imposed for the reasonable regulatory 
               costs to the State, like issuing licenses and permits, 
               performing investigations or inspections, enforcing 
               agricultural marketing orders;
                 A charge imposed for the entrance to or use of 
               state property, or the purchase, rental, or lease of 
               state property;  and  
                 A charge fine, penalty, or other monetary charge 
               imposed by the judicial branch, for violating the law.






          SB 330 - As proposed to be amended -- Page 5




                                   Proposed Law
                                         
          I.  Tobacco License Query System.  Senate Bill 330 requires 
          the California Department of Public Health (DPH) to 
          establish, and maintain quarterly, the Tobacco License 
          Query System, an electronic database of any retailer's 
          federal, state, or local infractions in selling tobacco to 
          minors.  The Tobacco License Query system shall include, 
          but is not limited to all penalties assessed pursuant to:
                 The STAKE Act;
                 Penal Code Section 308 by any city attorney, county 
               counsel, or district attorney;  and  
                 The Board of Equalization's Tobacco Licensing Act.
          The enforcing agency will submit information to DPH, 
          regarding any penalties assessed against retailers pursuant 
          to any law intended to prevent illegal tobacco sales to 
          minors.  DPH will create and provide a form for enforcing 
          agencies to submit information.

          II.  License renewal fee.  For retail locations located 
          within 600 feet of a public or private elementary or 
          secondary school, or retail location which have not 
          affirmed that the location is located outside the 600-foot 
          radius, SB 330 requires DPH to collect an annual $100 
          administrative surcharge fee, after an applicant renews its 
          license with the Board of Equalization.  Revenue generated 
          by the $100 fee shall be deposited into the Tobacco License 
          Query System fund, which shall only be used for the 
          system's operations.

          III.  Department of Public Health.  SB 330 encourages DPH 
          to coordinate with the U.S. Food and Drug Administration to 
          include information regarding all penalties assessed in 
          California, pursuant to the federal Family Smoking 
          Prevention and Tobacco Control Act.
          
          IV. Findings and declarations.  SB 330 makes several 
          legislative findings and declarations to support the bill's 
          purpose.


                               State Revenue Impact

           The Department of Public Health estimates a one-time cost 
          of $3,398,893 and an annual cost of $980,988 to create and 





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          maintain the Tobacco Query License System.




                                     Comments  

          1.   Purpose of the bill  .  According to the California 
          Department of Public Health (DPH), more than 35,000 
          Californians die each year from smoking-related illnesses.  
          According to the Centers for Disease Control and Prevention 
          (CDC) over 80% of adult smokers started before they turned 
          18.  Despite existing laws that prohibit the sale of 
          tobacco products to minors and public media efforts aimed 
          at deglamorizing tobacco use, retailers may still sell 
          tobacco products to youth and market increasingly to 
          younger audiences.  Not only does early tobacco use pose 
          significant health problems for young people, but early 
          tobacco engagement increases the likelihood of lifelong 
          tobacco addiction.  A study conducted by the 
          Tobacco-Related Disease Research Program found that nearly 
          33% of tobacco sales to minors take place within 1,000 feet 
          of schools.  Reducing the number of tobacco retailers by 
          schools will decrease youth access to tobacco and in turn, 
          provide California with a healthier future. Federal, state, 
          and local agencies enforce tobacco laws that prohibit 
          selling tobacco products to minors.  Because local agencies 
          and DPH conducts separate sting operations, information 
          about possible mutual repeat offenders may not be shared.  
          The author proposes synthesizing retail locations' 
          violations information in an accessible way to better serve 
          the public. 

          2.   A fee by any other name would smell as sweet  .  In a 
          previous form, SB 330, a state-mandate, sought to impose an 
          additional tax on the distribution of cigarettes at the 
          rate of ($0.075) or 75 mills for each cigarette 
          distributed.  After a gut-and-amend, the bill proposes 
          another complicated fee system, aimed to further restrict 
          retailers' ability to sell tobacco.  In hopes to offset 
          fiscal concerns of implementing the Tobacco License Query 
          System, the author amended the bill to include a $100 
          annual surcharge fee on retailers located within 600-feet 
          of schools.  However, it is questionable if the bill's 
          "fee" is a fee at all.  According to the state 
          Constitution, including the recently passed Proposition 26 





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          (2010), any levy, charge, or exaction is a tax unless it 
          meets certain exception criteria. The bill's proposed fee 
          fails to meet any of the exceptions, thereby creating a new 
          tax.  Moreover, imposing a $100 fee on a small subset of 
          retailers is wrought with additional flaws. 
                 First, punishing retailers on their location to 
               schools assumes a causal relationship between the 
               existence of a tobacco retail location and sales to 
               minors.  However, this may certainly not be the case. 
               There could be retailers that have never have sold to 
               a minor subject to the same fee as retailers who have 
               sold to minors.  If the author is interested in 
               preventing youth tobacco access, the bill should 
               distinguish good and bad actors.  The Committee may 
               wish to ask if whether the fee would be better 
               constructed as a penalty instead of on all retailers. 

                 Second, the bill fails to recognize that certain 
               retailers that may have existed long before schools 
               were even built.  The Committee may wish to refine the 
               heavy-handed fee, so that retailers are not punished 
               for city and county decisions that occurred after 
               their retail location's establishment date.

                 Third, while the author may not have intended the 
               bill to be a $100 license renewal fee, the fee is 
               assessed annually after a retail location renews its 
               license.  For small business owners that sell tobacco, 
               the inequitable application of the $100 fee, 
               compounded with additional local and state and fees, 
               may be enough to squeeze businesses out of the market, 
               creating significant competition issues between 
               stores.  The Committee may wish to ask if the fee 
               should be commensurate with business volume and 
               revenue.

                 Fourth, the bill is silent on BOE's coordination 
               process with DPH about retail locations within 600 
               feet of schools.  For example, if a retail location is 
               within 600 feet of a school and its license renewal 
               date is forthcoming.  Will BOE simply notify DPH when 
               to levy the $100 fee? Will BOE have to create another 
               database that filters for retailers' locations within 
               600 feet of schools? What does DPH's $100 fee 
               collection process look like? How will the state 
               notify existing retailers that they are now subject to 





          SB 330 - As proposed to be amended -- Page 8



               an additional fee? The Committee may wish to resolve 
               these pending questions.

          Due to the substantive questions the fee raises, the 
          Committee may wish to ask why a two-year bill with 
          substantive implementation and constitutionality concerns 
          is being rushed to meet the Senate Rules House of Origins 
          deadline, rather than the policy being introduced as a new 
          bill.

          3.   Hester Prynne and the Scarlet Letter  .  The author 
          suggests that compiling state and local enforcement 
          agencies' findings about retailers that have sold tobacco 
          to minors is in the public's best interest.  It appears, 
          however, that the creation of a tobacco registry would 
          simply employ the shame game tactic, where a list of retail 
          violators is named, and an infuriated public presses for 
          change.  Yet, the shame game assumes that a) the population 
          wants to be informed of wrongdoing and b) believes that 
          that shame is the best way change an individual's behavior. 
           It is unclear if either of these assumptions exists for 
          the registry.  While there may be bureaucratic frustrations 
          about the perceived lack of information sharing, it is 
          unknown if the public is clamoring for this registry at 
          all.  This bill creates a database of retailers that 
          violated the law, in the hopes that this notice will deter 
          bad behavior-- similar to how Hester Prynne was branded 
          with the scarlet letter A to discourage adultery in 17th 
          century Puritan Boston.  However, the Committee may wish to 
          consider if public shaming is the appropriate mechanism to 
          achieve the author's intent of reducing tobacco retail 
          sales to youth. 

          4.   Some say .  A registry system that only shows violations 
          instead of successes may be biased.  Some grocers currently 
          expend significant amounts of time and money training 
          employees.  If one location, out of human error, sells to a 
          minor, that violation would be documented in the registry, 
          in spite of the chain's other locations' successes.  The 
          Committee may wish to weigh the benefits of only 
          documenting retailers' failures rather than provide the 
          whole perspective on how several chains may be faring. The 
          Committee may wish to amend the bill to track best 
          practices around tobacco sales to minors. 

          5.  Wrapping wads  . According to the author, the revenue 





          SB 330 - As proposed to be amended -- Page 9



          generated by the $100 annual license renewal fee for 
          retailers located within 600 feet of schools may be enough 
          to offset the costs of the creating and maintaining the 
          Tobacco Query System. However, if the bill only imposes the 
          fee on those located within 600 feet, presumably, 
          retailers, who may not be able to absorb the additional 
          annual fee, will move outside the 600 feet radius.  If all 
          retailers move out of a 600 foot radius, how will the 
          Tobacco License Query System be funded?  The Committee may 
          wish to consider that the registry is written to be funded 
          by a possible declining revenue source. 

          6.  All astir for naught  ? In 1989, California was the first 
          in the nation to implement a comprehensive statewide 
          tobacco control program.  Undoubtedly, the state's 
          longstanding commitment to change smoking behavior through 
          public education, increased cigarette excise taxes, and the 
          creation of smoke-free public and workplaces has resulted 
          with reduced rates of tobacco users and a transformation of 
          social norms.  According to the Department of Public 
          Health, California ranks second, behind Utah, for the 
          lowest number of adult tobacco users -- 11.9% of the 
          population. DPH conducts annual STAKE Act sting operations. 
          The Department's findings are below. 
              STAKE Enforcement: Number of tobacco sales to minors

                     --------------------------------- 
                    |            | 2008 | 2009 | 2010 |
                    |------------+------+------+------|
                    |   First    | 758  | 598  | 611  |
                    | violation  |      |      |      |
                    |------------+------+------+------|
                    |   Second   |  82  |  71  |  96  |
                    | violation  |      |      |      |
                    |------------+------+------+------|
                    |   Third    |  17  |  3   |9     |
                    | violation  |      |      |      |
                    |------------+------+------+------|
                    |   Fourth   |  1   |  1   |  1   |
                    | violation  |      |      |      |
                    |------------+------+------+------|
                    |   TOTAL    | 858  | 673  |717   |
                     --------------------------------- 
                    In September 2011, DPH reported that only 6% of surveyed 
          stores sold cigarettes to minors, down from 14.6% (2008) 
          and 13.8% (2010).  This is the lowest rate ever since the 





          SB 330 - As proposed to be amended -- Page 10



          inception of the 15-year old survey.  California businesses 
          prefer stability, and local governments can issue their own 
          set of more stringent local tobacco retail licensing 
          ordinances.  Why enact an additional $100 fee, when the 
          existing penalties borne by the private market are working? 
           The Committee may wish to question the value of changing 
          an existing policy, which has successfully helped reduce 
          rates of selling to minors, and whether adding another 
          registry will make any difference.

          7.   Smoke and mirrors  . Some retailers may interpret the 
          $100 surcharge fee as an automatic license renewal fee, 
          leading them to the question BOE's Licensing Act.  The BOE 
          may have to answer those questions and refer retailers back 
          to DPH.  To address retailers' possible confusion, BOE and 
          DPH workload may be impacted without any compensation.  
          Currently, the BOE's Licensing Act administration and 
          enforcement costs are funded by the Cigarette and Tobacco 
          Products Compliance Fund. These costs are also backfilled 
          by the by the cigarette and tobacco products tax funds 
          (General Fund, Breast Cancer Fund, Cigarette and Tobacco 
          Products Surtax Fund and California Children and Families 
          Trust Fund).  The Committee may wish to be mindful that 
          everything comes at a price, and it is unclear if the 
          existence of a violation registry will change behavior. 

          8.   Double-dipping .  Many local cities and counties have 
          adopted their own local tobacco retailer licensing laws 
          (TRLs).  If California retailers sell tobacco products and 
          are located in a city or county that has adopted local 
          TRLs, they have two licenses (state and city/county).  Some 
          local ordinances and penalties are also stricter than the 
          state's. By requiring retailers within 600 feet of schools 
          to pay an additional surcharge, the Committee may wish to 
          ask if the bill double-penalizes retailers that may already 
          abide by stricter local laws.  
                                                                            
          9.   Agency input  . DPH raises several fiscal and technical 
          issues.
                 Civil penalties assessed by local, state, or 
               federal agencies for violation of illegal tobacco 
               sales to minors, pending adjudication, are not 
               considered public information nor releasable.  The 
               Committee may wish to ask for an amendment that states 
               that only information for adjudicated cases or where 
               the retailer has paid their assessed penalty will be 





          SB 330 - As proposed to be amended -- Page 11



               included in the query system.

                 SB 330 does not specify the method, type or 
               frequency of information that is to be provided to DPH 
               pertaining to violations of local, state, and federal 
               tobacco sales to minors' laws.  The Committee may wish 
               to ask for an amendment that specifies the Tobacco 
               License Query System's information needs, like 
               business name, address, type of penalty assessed, 
               amount of penalty, amount of previous penalties 
               assessed, number of previous violations to be accrued, 
               and date assessed. 

                 The bill is silent on an implementation deadline.  
               The Committee may wish to ask for an amendment that 
               specifies when DPH must create this query system.

          10.   Another agency input  .  BOE raises the concern that the 
          inclusion of the Licensing Act violations into the Tobacco 
          Query System is not related to the author's intent of 
          shedding sunshine on retailers who have sold to minors.  
          The purpose of the Licensing Act was to stem the tide of 
          untaxed distributions and illegal sales of cigarettes and 
          tobacco products (AB 71, Horton, 2003).  The Committee may 
          wish to ask for an amendment that omits Licensing Act 
          violations from the registry.

          11.   Related measures  .  SB 330 is not the only 
          tobacco-related measure introduced this session.  
                 SB 331 (Padilla, 2011) adds a 600 feet restriction 
               on new tobacco retailers to a list of that the Board 
               of Equalization can use to deny a license.  The bill 
               is double-referred to the Senate Health Committee and 
               will be heard in Senate Health on January 11, 2012. 
                 AB 1301 (Hill, 2011) repeals the Licensing Act's 
               eight-strike penalty system and changes the STAKE 
               Act's five-strike penalty schedule.

          In the past: 
                 SB 601 (Padilla, 2009) would have added provisions 
               to the Licensing Act, prohibiting the issuance of a 
               retail license for a location within 1,000 feet of a 
               school, and limited retail licenses to "traditional 
               retail locations," like grocery stores, convenience 
               stores, pharmacies, liquor stores, or tobacco or cigar 
               stores.  SB 601 (Padilla, 2009) was held in the Senate 





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               Appropriations Committee suspense file.  
                 Before being amended, SB 602 (Padilla) would have 
               added provisions to the Licensing Act to prohibit the 
               issuance of a new license to a retailer in an "area of 
               overconcentration," and made reporting requirement 
               changes related to sales to minors.  When SB 602 
               (Padilla, 2009) was chaptered, it transformed into a 
               bill about food safety.  
                 SB 603 (Padilla, 2009) would have imposed an annual 
               retailer fee, limited the total number of retailer 
               licenses issued in a county, and provided for the 
               transfer of a license under specified conditions. SB 
               603 was referred to the Assembly Governmental 
               Organization Committee, but was never heard. 

          12.   Process  .  SB 330 provides that retail locations, which 
          may have not affirmed its location outside the 600 foot 
          radius of schools, may be assessed the $100 license renewal 
          fee.  This affirmation statement is included in the 
          author's SB 331 bill.  Technical amendments may be needed 
          later to double-joint both bills. 


                         Support and Opposition  (1/5/12)

           Support  :  Unknown.

           Opposition :  Unknown.