BILL ANALYSIS                                                                                                                                                                                                    �




                   Senate Appropriations Committee Fiscal Summary
                           Senator Christine Kehoe, Chair


          SB 1001 (Yee) - Lobbyists Fees.
          
          Amended: May 8, 2012            Policy Vote: E&CA 3-2
          Urgency: No                     Mandate: No
          Hearing Date: May 14, 2012      Consultant: Maureen Ortiz
          
          This bill meets the criteria for referral to the Suspense File.
          
          
          Bill Summary: SB 1001 increases the filing fee for lobbyists 
          from the existing fee of up to $25 per year to a fee of no more 
          than $50 per year, and also requires political committees 
          (recipient candidate, general purpose, ballot measure 
          committees, etc.) that receive contributions totaling $1,000 or 
          more in a calendar year to pay a similar fee of up to $50 per 
          year.  Additionally the bill establishes a late filing penalty 
          for committees equal to three times the amount of the fee.

          SB 1001 provides that the lobbyist filing fees, the new 
          committee filing fee, and any late filing penalties imposed on 
          committees will all be deposited into the Political Disclosure, 
          Access, and Transparency Account (PDAT Account) which the bill 
          creates.  The money will be used for the maintenance, repair, 
          and improvement of the lobbyists' online disclosure system at 
          the Secretary of State's Office. 

          Fiscal Impact: Total costs of approximately $590,000 (General 
          Fund) annually of which approximately $490,000 is new fee 
          revenue.

              The Secretary of State indicates the need for one 
              additional PY to administer the new filing fee imposed on 
              political committees at an estimated cost of approximately 
              $80,000 annually (General Fund).
              A redirection of approximately $200,000 in lobbyist filing 
              fee revenue from the General Fund to the newly created PDAT 
              Account.
              Approximately $390,000 in revenue from the new fee imposed 
              on committees to the Political Disclosure, Access, and 
              Transparency Account.
              Unknown revenue from late filing penalties collected from 
              committees that do not meet the filing deadlines, deposited 








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              into the PDAT Account.

          There are approximately 7,800 recipient committees that would be 
          required to pay a new $50 annual fee to the Secretary of State 
          resulting in potential new revenue of up to $390,000 each year.  
          Ordinarily, this revenue would be deposited into the General 
          Fund, however, SB 1001 directs the money to the Political 
          Disclosure, Access, and Transparency Account.

          Background:  Current law requires lobbying firms and lobbyist 
          employers to register with the Secretary of State (SOS) and 
          authorizes the SOS to charge a fee of up to $25 per year for 
          each lobbyist listed on its registration statement.  Existing 
          law also provides that any person, candidate or committee that 
          files a statement of economic interest, campaign statement or 
          report after the deadline imposed by the PRA will be subject to 
          a late filing penalty of $10 per day.

          Existing law, pursuant to the Political Reform Act of 1974 
          (PRA), requires the Secretary of State, in consultation with the 
          Fair Political Practices Commission, to provide online and 
          electronic filing processes for use by specified political 
          committees, lobbyists, lobbying firms, and lobbyist employers.  
          Those processes must enable a user to comply with all relevant 
          disclosure requirements.  The SOS must also make all data filed 
          available on the Internet for public viewing.  


            Created in 1999, Cal-Access is the database and filing system 
          used by the Secretary of State to make much of the lobbying and 
          campaign finance information available online at no cost to 
          users.  Cal-Access consists of a suite of applications developed 
          in 13 different programming languages which, until recently, ran 
          the system on a server cluster and associated components that 
          are more than 12 years old, using an uncommon version of the 
          Unix operating system.  While the SOS has the funding to 
          maintain the existing hardware and software, finding parts and 
          qualified people to do the maintenance on such outdated 
          equipment has been increasingly difficult.


          The Cal-Access system has been riddled with problems recently 
          when the entire program went down November 30, 2011, was 








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          restored December 7, 2011, went down again on December 9, 2011, 
          and was restored again on December 30, 2011.  The causes of the 
          outages were layered and complex and no quick fix was available. 
           While the recovery efforts pursued in December should stabilize 
          Cal-Access and enable it to continue running, the system can 
          never be made stronger or patched with new features.  Any 
          attempt to upgrade or modernize Cal-Access could be as risky, 
          time-consuming, and expensive as developing and deploying a new 
          system.  Even the December work to restore Internet availability 
          of Cal-Access is probably a temporary fix.  It is highly likely 
          that Cal-Access will require more robust servers in the next 
          three to four years simply to continue providing access to the 
          ever-growing volume of information.

          Proposed Law:  SB 1001 does the following:

             a)   Increases the filing fee for lobbyists from the existing 
               fee of up to $25 per year to a fee of no more than $50 per 
               year; 
             b)   Requires political committees (recipient candidate, 
               general purpose, ballot measure committees, etc.) that 
               receive contributions totaling $1,000 or more in a calendar 
               year to pay a similar fee of up to $50 per year within 15 
               days of filing its statement of organization;
             c)   Provides that a committee which is created and pays the 
               initial $50 fee in the final three months of a calendar 
               year is not subject to the fee the following year;
             d)   Provides that a committee that existed prior to January 
               1, 2013 shall pay the $50 fee no later than February 15, 
               2013, but by January 15 each year thereafter;
             e)   Subjects a committee that fails to pay its annual 
               registration fee on time to a penalty equal to three times 
               the amount of the fee;
             f)   Requires the FPPC to enforce the fee provisions;
             g)   Creates The Political Disclosure, Access, and 
               Transparency Account, and specifies that the filing fee 
               revenue from lobbyists and committees, as well as fees 
               collected for late filing of reports from committees, will 
               be deposited in that account, and provides that the money 
               will be used for the maintenance, repair, and improvement 
               of the online or electronic disclosure program implemented 
               by the Secretary of State.









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          SB 1001 requires the Fair Political Practices Commission to 
          adjust the filing and registration fees on December 1 of each 
          even-numbered year to reflect any increase in the Consumer Price 
          Index, and to round each adjustment to the nearest $5. 

          Staff Comments: SB 1001 contains provides that the filing fees 
          and late filing penalties be deposited in the Political 
          Disclosure, Access, and Transparency Account to be used to 
          upgrade and maintain the Secretary of State's Cal-Access 
          database.  However, the money will not be appropriated by the 
          Legislature until the Secretary of State has completed and 
          submitted a feasibility study regarding a new online or 
          electronic disclosure program to the Joint Legislative Budget 
          Committee and the Department of Finance.

          Staff Recommended Amendments:  Staff recommends the following 
          amendments:

          1)  On page 3, delete lines 38 and 39 which require fees 
          collected prior to January 1, 2013 to be deposited into the 
          General Fund.  This language is unnecessary since 
          SB 1001 does not take effect until January 1, 2013, any fees 
          collected in the current year will already be deposited into the 
          General Fund pursuant to existing law.

          2)  Clarify that the Secretary of State will NOT have to 
          complete a feasibility study report every time money in the fund 
          will be used to improve the electronic disclosure system once a 
          new system is established.  The Secretary of State has existing 
          authority to perform Information Technology projects that cost 
          up to $1 million annually which means small updates and changes 
          can be completed quickly and efficiently.  The language in 
          Section 84613(c) appears to restrict the current authority of 
          the Secretary of State to make future updates when necessary.