BILL ANALYSIS                                                                                                                                                                                                    �



                                                                      



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          |SENATE RULES COMMITTEE            |                   SB 778|
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                                 THIRD READING


          Bill No:  SB 778
          Author:   Padilla (D)
          Amended:  1/5/12
          Vote:     21

           
           SENATE GOVERNMENTAL ORGANIZATION COMM  :  10-0, 1/10/12
          AYES:  Wright, Anderson, Berryhill, Cannella, Corbett, De 
            Le�n, Evans, Hernandez, Padilla, Yee
          NO VOTE RECORDED:  Calderon, Strickland, Wyland

           SENATE APPROPRIATIONS COMMITTEE  :  8-0, 1/17/12
          AYES:  Kehoe, Walters, Alquist, Emmerson, Lieu, Pavley, 
            Price, Steinberg
          NO VOTE RECORDED:  Runner


           SUBJECT  :    Alcoholic beverages licensees:  contests and 
          sweepstakes

           SOURCE  :     The Wine Institute
                      Family of Wine Makers of California


           DIGEST  :    This bill adds a new section of law to the 
          Alcoholic Beverage Control (ABC) Act that authorizes wine, 
          beer and spirits producers to conduct, sponsor, or 
          participate in consumer "contests" or "sweepstakes."  

           ANALYSIS  :    Existing law establishes the Department of ABC 
          and grants it exclusive authority to administer the 
          provisions of the ABC Act in accordance with laws enacted 
          by the legislature.  This involves licensing individuals 
                                                           CONTINUED





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          and businesses associated with the manufacture, importation 
          and sale of alcoholic beverages in this state and the 
          collection of license fees or occupation taxes for this 
          purpose. 

          Existing law, known as the "tied-house" law, separates the 
          alcoholic beverage industry into three component parts of 
          manufacturer, wholesaler, and retailer.  The original 
          policy rationale for this body of law was to prohibit the 
          vertical integration of the alcohol industry and to protect 
          the public from predatory marketing practices.  Generally, 
          other than exemptions granted by the Legislature, the 
          holder of one type of license is not permitted to do 
          business as another type of licensee within the 
          "three-tier" system.

          The ABC Act prohibits any licensee from giving any premium, 
          gift, or free goods in connection with the sale or 
          distribution of any alcoholic beverage, except as provided.

          With respect to beer, existing law provides that premiums, 
          gifts, or free goods, including advertising specialties 
          that have no significant utilitarian value other than 
          advertising, shall be deemed to have greater than 
          inconsequential value if they cost more than $0.25 per 
          unit, or cost more than $15 in the aggregate for all those 
          items given by a single supplier to a single retail 
          premises per calendar year.  Additionally, existing law 
          prohibits the ABC from imposing a dollar limit of less than 
          $3 per unit original cost to the beer manufacturer who 
          purchased it.

          With respect to distilled spirits and wines, a licensee may 
          furnish, give, rent, loan, or sell advertising specialties 
          to a retailer, provided those items bear conspicuous 
          advertising required of a sign and the total value of all 
          retailer advertising specialties furnished by a supplier, 
          directly or indirectly, to a retailer do not exceed $50 
          dollars per brand in any one calendar year per retail 
          premises.

          Existing law prohibits the ABC from imposing a dollar limit 
          of less than $5 for consumer advertising specialties 
          furnished by a distilled spirits supplier to a retailer or 







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          the general public.  Existing law also provides that 
          consumer advertising specialties furnished by a wine 
          supplier to a retailer or to the general public shall not 
          exceed $1 per unit original cost to the supplier who 
          purchased it.

          ABC Rule 106 prohibits the giving of any premium, gifts or 
          goods of any sort, whether by way of sweepstakes, drawings, 
          prizes, cross merchandizing promotions with a non-alcoholic 
          beverage or product, or any other method if the value of 
          the premium, gift or good exceeds $0.25 with respect to 
          beer, $1 with respect to wine, or $5 with respect to 
          distilled spirits.  Rule 106 authorizes alcohol suppliers 
          to sponsor contests and other similar activities subject to 
          these monetary limits and other specified conditions.

          The ABC Act permits an on-sale retail licensee of wine or 
          distilled spirits to conduct "instructional" consumer 
          tastings on the licensed retail premise provided the 
          following conditions are met:  (1) no more than  ounce of 
          distilled spirits is offered in one tasting; (2) no more 
          than one ounce of wine is offered in one tasting; and, (3) 
          no more than three tastings are offered to an individual in 
          one day.  

          Existing law authorizes beer manufacturers and wholesalers 
          to offer beer samples (not to exceed 8 ounces per person, 
          per day) to individuals of legal drinking age at on-sale 
          retail licensed premises under specified conditions.
           
           Existing law permits a licensed winegrower, manufacturer, 
          importer, or wholesaler to provide samples of the alcoholic 
          beverages which are authorized to be sold by the licensee 
          in accordance with rules prescribed by the ABC.  A retail 
          licensee, however, is not authorized to provide any free 
          samples of alcoholic beverages.  Moreover, ABC regulations 
          provide that samples of alcoholic beverages may only be 
          given away to licensees or employees of licensees who are 
          in a position to purchase the product or who are in need of 
          additional information about the product, as specified.

          Existing law authorizes distilled spirits manufacturers to 
          conduct tastings and provide distilled spirits without 
          charge for events sponsored by nonprofit organizations.  







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          Only persons affiliated with the nonprofit organization, 
          including up to three guests, may attend.  No distilled 
          spirits may be sold or solicited for sale at the tasting, 
          and the organization must obtain a permit from ABC prior to 
          the event.

          This bill adds a new section of law to the ABC Act that 
          authorizes wine, beer and spirits producers to conduct, 
          sponsor, or participate in consumer "contests" or 
          "sweepstakes."  Specifically, this bill:

            1.  Stipulates that, notwithstanding any other provision 
              of law, an authorized licensee may conduct, sponsor, or 
              participate in consumer contests and sweepstakes, as 
              defined.

            2.  Prohibits a purchase or entry fee to enter a contest 
              or sweepstakes and makes it explicit that entrance into 
              a contest or sweepstakes shall be limited to persons 21 
              years of age or older.

            3.  Prohibits the use of caps, cap liners, corks, labels, 
              cartons, cases, or other material attached to an 
              alcoholic beverage when purchased as an entry to a 
              contest or sweepstakes or as a means of determining the 
              amount or size of the prize or the winner.

            4.  Authorizes "neck-hangers" to carry an entry form only 
              if similar entry forms are available at the point of 
              sale and are reproduced or an alternative means of 
              entry is available.

            5.  Prohibits the use of scratch-offs, pull tabs, or 
              other means of instant wins.  Also, prohibits any 
              requirement to visit a retail premises in order to 
              enter a contest or sweepstakes.

            6.  Makes it explicit that alcoholic beverages or 
              anything redeemable for alcoholic beverages shall not 
              be awarded as a contest or sweepstakes prize.

            7.  Prohibits a retail licensee from serving as the agent 
              of an authorized licensee for purposes of collecting or 
              forwarding entries or awarding prizes to a contest or 







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              sweepstakes winner.

            8.  Prohibits a licensee that is not an authorized 
              licensee from sharing in, or contributing to, the costs 
              of a contest or sweepstakes.

            9.  Stipulates that advertising of a contest or 
              sweepstakes must comply with existing signage and 
              advertising restrictions and regulations issued by the 
              Department of ABC.  Also, prohibits such advertising 
              from identifying or referring to any retail licensee.

            10. Makes it explicit that a prize awarded for a contest 
              or sweepstakes shall not be subject to the monetary 
              limitations imposed by existing provisions of the ABC 
              Act or a regulation issued by the Department of ABC.

            11. Provides that contest or sweepstakes prizes shall not 
              be awarded to any retail or wholesale licensee or agent 
              officer, or family member of any retail or wholesale 
              licensee.  Additionally, requires authorized licensees 
              to maintain all records pertaining to a contest or 
              sweepstakes for three years following the completion of 
              a contest or sweepstakes. 

            12. Provides that an authorized licensee that violates 
              any of the above listed provisions, in addition to any 
              other penalties imposed by law, may be prohibited by 
              the Department of ABC from offering a contest or 
              sweepstakes to California residents for a period of 12 
              months.

            13. Defines "authorized licensee" to mean a winegrower, 
              beer and wine importer general, beer manufacturer, 
              out-of-state beer manufacturer certificate holder, 
              distilled spirits manufacturer, distilled spirits 
              manufacturer's agent, distilled spirits importer 
              general, distilled spirits rectifier, distilled spirits 
              general rectifier, rectifier, out-of-state distilled 
              spirits shipper's certificate holder, brandy 
              manufacturer, and brandy importer. An authorized 
              licensee is allowed to hold more than one license.

            14. Defines "contest" to mean a game, contest, puzzle, 







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              scheme, plan, or similar activity that holds out or 
              offers to participants the opportunity to receive or 
              compete for gifts, prizes, gratuities, or other things 
              of value as determined by skill, knowledge, or ability 
              rather than upon random selection ("skill, knowledge, 
              or ability" does not include the consumption or use of 
              alcoholic beverages).

            15. Defines "sweepstakes" to mean a procedure, activity, 
              or event for the distribution of anything of value by 
              lot, chance, or random selection where the odds for 
              winning a prize are equal for each entry.

           Comments

           For the better part of a 20-year period California 
          consumers were eligible to enter alcoholic beverage 
          sweepstakes like other states due to the fact that the 
          Department of ABC had sanctioned the use of sweepstakes, 
          and had issued a series of policy guidelines authorizing 
          sweepstakes under specific conditions.  However, in 
          response to what many felt was an overly aggressive brewer 
          marketing program, where increasingly attractive gifts 
          could be redeemed based on the quantities of alcohol 
          consumed (e.g., redemption of bottle caps), the Department 
          of ABC in 1999 amended its Rule 106 to clarify the existing 
          law that prohibits the giving of any premium, gift, or free 
          goods, by any means whatsoever, including, but not limited 
          to, sweepstakes, drawings, prizes, and cross-merchandising 
          promotions, where the value of such premium, gift, or free 
          good exceeds the monetary limits determined in statute. 

          At the time, various segments of the alcohol industry 
          complained that the revised rule was inconsistent with the 
          Department of ABC's previous position regarding consumer 
          promotions and sweepstakes.  This prompted the Department 
          of ABC to pursue legal means to halt the marketing program 
          and issue a warning to the alcohol industry that the ABC 
          was returning to a strict interpretation of existing law 
          and would prohibit future alcohol advertising campaigns 
          that sought to use sweepstakes, contests, or cross 
          merchandising themes.  Subsequently, several beer 
          manufacturers filed legal challenges claiming that the 
          Department of ABC had exceeded its statutory authority by 







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          in effect prohibiting beer manufacturers from conducting 
          sweepstakes promotions.  These challenges were ultimately 
          rejected by the Third District Court of Appeal and the 
          State Supreme Court and were denied a hearing.  In doing 
          so, the court observed that the ABC's position regarding 
          sweepstakes prizes was consistent with the statute despite 
          its 20-year history of authorizing sweepstakes. 

          This bill would once again permit California residents to 
          enter alcohol-related sweepstakes and contests, giving them 
          the same opportunity to win a prize as someone from outside 
          the state.  There have been several attempts (see 
          prior/related legislation listed below) over the past dozen 
          or so years to clarify existing law with respect to this 
          matter however, those efforts failed due to a lack of 
          consensus within the alcohol beverage industry as to the 
          appropriate policy on the use of contests, sweepstakes, and 
          cross merchandizing themes in industry advertising 
          programs.

          A Sampling of 2011 Winery Sweepstakes/Contests Offered to 
          "Non-California" Residents:  

           Barefoot Wine & Bubbly Hosts Jake Owen Sweepstakes
           Prize - The grand prize winner and three friends will win a 
          once-in-a-lifetime opportunity; a trip to Jake's hometown 
          in Florida to catch his concert in Vero Beach in a premium 
          viewing area and will have the opportunity to meet and 
          mingle with Jake.

           Concannon Vineyard "Family First" Celebration Sweepstakes
           Prize - Chance to win $20,000 to host the family reunion of 
          their dreams.

           Wente Discover the Wine, Discover the Music Sweepstakes
           Grand Prize - trip for two (2) to Livermore, CA for a 2012 
          Concert at Wente Vineyards, consisting of domestic coach 
          air transportation within the United States for two people, 
          (2) nights accommodations at the Wente Vineyards cottage, 3 
          meals per day for 2 days for winner and travel companion at 
          Wente Vineyards, and ground transportation to and from 
          airport to Wente Vineyards. 

           Robert Mondavi Wine Country Getaway Sweepstakes







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           Prize - A trip for two (2) to Napa, California, to attend a 
          Robert Mondavi Winery concert scheduled between July 2011 
          and August 2011, consisting of round-trip coach air 
          transportation from major airport nearest winner's 
          residence to San Francisco, two (2) nights double-occupancy 
          Napa hotel accommodations, three (3) days car rental, $500 
          cash, admission for two (2) to the concert including a VIP 
          reception, and a winery tour. 

           Beringer and Buble Ultimate VIP Experience Sweepstakes
           Prize - A trip for 2 to Beringer Vineyards to attend a 
          special performance by Michael Buble.  Prize also includes 
          airfare, accommodations, and dinner at Beringer.

           Fetzer's Big Green Egg Grill Sweepstakes
           Prize - The grand-prize winner will receive a large Big 
          Green Egg Grill and one starter kit.

           Korbel Mimosa Girls Getaway Contest
           Prize - Package includes all airfare and accommodations for 
          four days of VIP extravagance in California with limousine 
          transportation, an exclusive winery tour, a private chef 
          and poolside spa treatment at the Korbel Winery for the 
          grand prize winner and her 5 girlfriends.  

           Sutter Home Build a Better Burger Contest
           Prize - The Grand Prize Winner for the Best Beef Burger 
          will receive a cash prize of $100,000.

          Beringer Great Steak Challenge
           Grand prize $25,000; Second prize $7,500; Third prize 
          $2,500; Fourth prize Weber Genesis E320 grill.

           Prior and Related Legislation

           AB 1245 (Torrico), Chapter 629, Statutes of 2008, modified 
          an existing provision of the ABC Act to allow beer 
          manufacturers to give adult 
          consumers promotional advertising items valued at $3 per 
          unit original cost to the beer manufacturer who purchased 
          it.    

          AB 2518 (Bill Campbell), 2001-02 Session, would have 
          allowed alcoholic beverage suppliers to conduct sweepstakes 







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          or contests that offer adults the opportunity to win prizes 
          or things of value.  (Failed passage in Assembly G.O. 
          Committee)

          AB 642 (Strickland), 2001-02 Session, would have provided 
          that no rule of the Department of ABC may permit a licensee 
          to offer any premium, gift, or free goods to a consumer in 
          such a way that would encourage the purchase or consumption 
          of alcoholic beverages by minors, and that is conditioned 
          on the purchase of an alcoholic beverage.  (Held in 
          Assembly G.O. Committee)

          AB 953 (Brown), 1997-98 Session, would have allowed a 
          distilled spirits or beer supplier to sponsor a consumer 
          sweepstakes or contest, as defined, offering the chance to 
          win prizes or other things of value, if specified 
          conditions are met.  (Withdrawn from Senate Third Reading 
          and re-referred to Senate Committee on Rules)

          SB 1069 (Thompson), 1997-98 Session, would have allowed a 
          winegrower or brandy manufacturer to sponsor a sweepstakes 
          or contest, as defined, offering the chance to win prizes 
          or other things of value, if specified conditions are met, 
          and to provide rebates or discounts on nonalcoholic 
          beverages or services in connection with the sale or 
          distribution of wine and brandy under certain conditions.  
          (Placed on Assembly Inactive File)

          SB 993 (Burton), Chapter 544, Statutes of 1997, among other 
          things, provided that no rule of the Department of ABC may 
          impose a dollar limit for consumer advertising specialties 
          furnished by a distilled spirits supplier to a retailer or 
          to the general public of less than $5 per unit original 
          cost to the supplier who purchased it.  Also, authorized a 
          licensed distilled spirits manufacturer to conduct tastings 
          of distilled spirits on the licensed premises under 
          specified conditions.  

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

          According to the Senate Appropriations Committee:

                          Fiscal Impact (in thousands)







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           Major Provisions                2012-13     2013-14    
           2014-15   Fund
           Admin/enforcement   $47.5          $95       $95Special*
          *Alcoholic Beverage Control Fund

           SUPPORT  :   (Verified  1/17/12)

          The Wine Institute (co-source) 
          Family of Wine Makers of California (co-source) 
          Diageo
          Distilled Spirits Council of the United States
          Korbel
          Treasury Wine Estates

           OPPOSITION  :    (Verified  1/17/12)

          California Council on Alcohol Problems

           ARGUMENTS IN SUPPORT  :    According to the author's office 
          is simply intended to allow Californians 21 years of age or 
          older to join the rest of the nation's consumers in being 
          able to take part in marketing activities conducted by 
          producers as a means to build brand awareness and interest. 
           Proponents point out that this bill is modeled after 
          guidelines previously utilized by the Department of ABC and 
          includes numerous restrictions and safeguards to preserve 
          the integrity of the state's alcoholic beverage laws and 
          regulations in order to guide authorized licensees in how 
          to legally conduct contests and sweepstakes.   

          Proponents emphasize that this bill is "responsible 
          legislation that does not encourage consumption of alcohol. 
           In fact, the legislation prohibits a requirement of 
          purchase for participation.  It also requires that 
          participants be of legal drinking age and requires that all 
          such promotions meet the existing advertising laws and 
          guidelines issued by the Department of ABC."

           ARGUMENTS IN OPPOSITION  :    The California Council on 
          Alcohol Problems (CCAP) is opposed to this measure on the 
          basis that it is a "gut-and-amend" of a two year bill which 
          must be passed through the House of origin in less than 
          three weeks.  Writing in opposition, CCAP states that "The 







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          public, the media, and interest groups outside the alcohol 
          industry have a right to be given the opportunity to 
          digest, consider and respond to such a measure in a more 
          deliberative fashion."   
           

          PQ:nl  1/18/12   Senate Floor Analyses 

                         SUPPORT/OPPOSITION:  SEE ABOVE

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