BILL ANALYSIS                                                                                                                                                                                                    �



                                                                            



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                                    THIRD READING


          Bill No:  SB 1401
          Author:   Block (D)
          Amended:  3/26/14
          Vote:     21

           
           SENATE GOVERNMENTAL ORGANIZATION COMMITTEE  :  9-0, 4/22/14
          AYES:  Correa, Berryhill, Cannella, De Le�n, Galgiani,  
            Hernandez, Lieu, Torres, Vidak
          NO VOTE RECORDED:  Padilla, Vacancy

           SENATE APPROPRIATIONS COMMITTEE  :  7-0, 5/23/14
          AYES:  De Le�n, Walters, Gaines, Hill, Lara, Padilla, Steinberg


           SUBJECT  :    Alcoholic beverages

           SOURCE  :     California Craft Brewers Association


           DIGEST  :    This bill authorizes the Department of Alcoholic  
          Beverage Control (ABC) to hire six additional full-time staff to  
          its trade enforcement unit and makes it explicit that the ABC  
          has the authority to investigate violations relating to beer  
          price posting and marketing regulations and provisions relating  
          to labeling and containers.

           ANALYSIS  :    

          Existing law:

          1. Establishes the ABC and grants it exclusive authority to  
             administer the provisions of the Alcoholic Beverage Control  
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             Act (ABC Act) in accordance with laws enacted by the  
             Legislature to ensure uniform administration and enforcement  
             of the laws throughout the state.  This involves licensing  
             individuals and businesses associated with the manufacture,  
             importation and sale of alcoholic beverages in this state and  
             the collection of license fees for this purpose.  

          2. Establishes the Alcoholic Beverage Control Fund (ABC Fund)  
             into which original and annual alcoholic beverage license  
             fees are deposited.  Monies from the ABC Fund are allocated,  
             upon appropriation by the Legislature, to the ABC for the  
             administration and enforcement of the ABC Act.  The ABC Act  
             also establishes various alcoholic beverage license  
             categories and a schedule of annual fees charged to the  
             alcoholic beverage licensees.

          3. Separates the alcoholic beverage industry into three  
             component parts of manufacturer (the first tier), wholesaler  
             (the second tier), and retailer (the third tier).  This is  
             known as the "tied-house" law or "three-tier" system.  

          This bill:

          1. Makes various legislative findings and declarations relative  
             to the importance and necessity of maintaining a regulated  
             process for investigation and enforcement of violations of  
             the state's "tied-house" laws for the stated purpose of  
             preserving a fair and orderly market in the manufacture,  
             distribution, and retail sales of alcoholic beverages. 

          2. Encourages the ABC to devote the necessary resources to  
             adequately and aggressively enforce the state's tied-house  
             laws.

          3. Stipulates that the ABC has the authority to investigate  
             violations relating to beer price posting and marketing  
             regulations and provisions relating to labeling and  
             containers.

          4. Directs and authorizes the ABC to hire six, full-time  
             equivalent personnel, additional to the ABC's current staff,  
             to investigate and prosecute violations of the state's  
             tied-house laws.


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          5. Makes minor code maintenance changes and deletes obsolete  
             cross-references to certain provisions of the ABC Act  
             relating to alcoholic beverages fair trade contracts and  
             price posting and wine fair trade contracts and price  
             posting.

           


          Background
           
          The state's economic downturn in the early 1990s forced the ABC  
          to lay off a significant number of employees.  This, in turn,  
          prompted the Legislature in 1992 to convert the ABC from a  
          General Fund agency to a special fund agency supported solely  
          from license fees charged to holders of alcoholic beverage  
          licenses.  This was done to provide the ABC with a dedicated and  
          more stable funding source so the ABC could continue to process  
          license applications and to enforce point of sale violations  
          such as sales to minors and policing disorderly premises.   
          (Currently, the ABC has authorization for 133 agents to police  
          the more than 85,000 licensed establishments in California.  By  
          comparison, in 1965, the ABC had slightly more than 200 field  
          investigators to regulate about 48,000 licensed outlets.)

          In the mid-1990s, the Legislature continued in its efforts to  
          provide the ABC with additional funding to assist the ABC in  
          maintaining its existing programs and services.  This was  
          thought to be necessary given the increased costs due to  
          inflation and the additional enforcement activities resulting  
          from a significant increase in the number of establishments  
          licensed to sell alcohol in California.  

          In 1997, for example, the Legislature augmented the ABC's  
          1997-98 budget by $2.5 million, $2 million of which was to  
          provide for 18 additional field investigator positions and six  
          associated positions and $500,000 for additional local law  
          enforcement grants.  The Governor did not veto the legislative  
          augmentation, but he noted that the augmentation could not be  
          sustained in subsequent years without an increase in the ABC  
          revenues.  Budget trailer legislation that would have provided  
          additional revenue by utilizing the fines imposed upon the ABC  
          Act violators was vetoed because of the Governor's objections to  
          using revenues which otherwise would be deposited into the  

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          General Fund.  However, the Governor stated in his veto message  
          that in order to maintain the level of enforcement, additional  
          revenues would be necessary.  The Governor suggested he would be  
          amenable to support legislation that provided the ABC additional  
          revenues as long as it did not affect the General Fund.
           
          Subsequently, in his 1998-99 Budget, the Governor proposed an  
          "enforcement surcharge" that would have been imposed on a range  
          of the ABC license types to provide the funding necessary for  
          the ABC to maintain its existing enforcement programs.  However,  
          the alcoholic beverage industry was not willing to support a fee  
          increase because of the General Fund budget surplus that existed  
          at that time.  The industry questioned how much, if any, General  
          Fund revenues could be used to offset the fee increase and thus  
          reduce the impact on the industry.  The lack of consensus  
          regarding this matter eventually undermined the proposal.
           
          In the Legislative Analyst's analysis of the 2001-02 Budget  
          Bill, the Legislative Analyst recommended that the Legislature  
          "enact legislation allowing the ABC to increase license fees to  
          sustain current enforcement levels and avoid budgetary  
          shortfalls."  The Analyst also affirmed the fact that the ABC's  
          operating costs had increased because of inflation and  
          additional enforcement activities, but that license fees had not  
          kept pace with these costs.  

          The Analyst suggested that ideally the ABC fee structure should  
          generate sufficient operating revenue to fund needed the ABC  
          operations and establishes a reasonable reserve.  In addition,  
          the Analyst recommended that the fees should be structured with  
          sufficient flexibility to periodically allow adjustments to  
          match enforcement activities and associated budget changes  
          approved by the Legislature.  The Legislature heeded the  
          Analyst's recommendation and enacted AB 1298 (Wesson, Chapter  
          488, Statutes of 2001), which increased annual license fees by  
          specified amounts through 2004, and authorized the ABC to  
          annually adjust the fees charged by an amount not to exceed an  
          inflation factor based on the Consumer Price Index for the west  
          region.  AB 1298 also required the ABC to publish the adjusted  
          fees and transmit them to the Legislature for approval as part  
          of the ABC's budget submission for the fiscal year in which the  
          adjusted fees would be implemented.  AB 1389 (Assembly Budget  
          Committee, Chapter 751, Statutes of 2008), a Budget trailer  
          bill, was the most recent vehicle for increasing the ABC license  

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          fees that took effect beginning in January 2009.

           Comments
           
          The author's office notes that the craft beer industry has  
          witnessed tremendous growth over the years (currently, there are  
          over 430 craft breweries in California) and generates  
          approximately $4.7 billion in total economic impact to the  
          state.   The author's office states that tied-house  
          investigations conducted by the ABC are often extremely complex,  
          take considerable time, and require extensive resources.  Also,  
          alcoholic beverage industry members who comply with the  
          tied-house laws are generally placed at a competitive  
          disadvantage by those few members of the industry that choose to  
          violate the laws.  The author's office believes that more  
          effective enforcement will help ensure market fairness to  
          protect this fast-growing segment of the economy and curb  
          illegal activities by bad actors.

          According to the author's office, this bill is simply intended  
          to enable the ABC to appropriately enforce existing regulations  
          imposed on the alcoholic beverage industry by adding six  
          additional full-time equivalent staff positions to investigate  
          and prosecute violations of the tied-house laws.  As noted  
          above, "tied-house" refers to laws, adopted both on the federal  
          level and by every state, that regulate how alcoholic beverages  
          are marketed and how the three tiers of the alcoholic beverage  
          industry interact.

          The author's office contends that in the 1960s, the ABC had a  
          total of 200 field officers to oversee 50,000 permanent  
          alcoholic beverage licensees - a ratio of one agent for every  
          250 licenses.  At the end of the 2012-13 fiscal year, the ABC  
          was authorized a total of 133 agents to police the activities of  
          approximately 85,788 permanent alcoholic beverage licensees as  
          well as an additional 37,427 "special event" licenses issued by  
          the ABC.  This equates to a ratio of one agent for every 926  
          licensees.  Furthermore, the author's office points out that at  
          the end of the 2012-13 fiscal year, the ABC had only two  
          full-time trade enforcement investigators with a backlog of  
          approximately 1,729 cases.  The remainder of the ABC's  
          investigators are engaged in the investigation of direct public  
          safety violations, such as sales of alcohol to minors and other  
          licensing violations.

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          The author's office emphasizes that the ABC Fund has a surplus  
          of $28.5 million in the 2013-14 fiscal year and that a $26.2  
          million surplus is projected through the 2014-15 fiscal year.   
          The salaries and benefits of the six new investigators, provided  
          by this bill, will be paid out of the ABC Fund at an estimated  
          cost of approximately $800,000.

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

          According to the Senate Appropriations Committee, annual costs  
          of up to $800,000 for six investigative agents (Special Fund).  

          The ABC Fund had a surplus of $28.5 million in the 2013-14  
          fiscal year and an estimated surplus of $26.2 million through  
          the 2014-15 fiscal year.  The six new investigators that are  
          being authorized by this bill will be paid out of the existing  
          ABC Fund.

           SUPPORT  :   (Verified  5/23/14)

          California Craft Brewers Association (source)
          Alcohol Justice: The Industry Watchdog
          California Beer and Beverage Distributors
          San Diego Regional Chamber of Commerce
          Stone Brewing Company


           ARGUMENTS IN SUPPORT  :    Proponents state that this bill will  
          protect California's craft breweries by adding six additional  
          ABC officers to carry out trade enforcement and ensuring that  
          competition remains open and fair.


          MW:d  5/23/14   Senate Floor Analyses 

                           SUPPORT/OPPOSITION:  SEE ABOVE

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