HomeMy WebLinkAboutS03-City Attorney
city. OF SAN BERNARDINO - REQUEST FOR COUNCIL ACTION
~
From:
JAMES F. PENMAN
Subject:
ADVICE ON FPPC "ZERO TOLERANCE"
WARNING FOR EVADING PUBLIC DIS-
CLOSURE
Dept:
City Attorney
October 2, 1996
OR/GI/vAl
Date:
Synopsis of Previous Council action:
NONE
Recommended motion:
NONE
IL ?/~
C Signature
Contact person:
JAMES F. PENMAN
Phone:
5255
Supporting data attached: 3 memoranda and one article Ward: All
FUNDING REOUIREMENTS:
Amount:
-0-
Source: (Acct. No.)
(Acct. DescriPtion)
Finance:
Cou nci I Notes:
/0 /7/9(;,
. I
Agenda Item No. S -:3
CITY OF SAN BERNARDINO
OFFICE OF THE CITY ATTORNEY
INTEROFFICE MEMORANDUM
TO:
Mayor and Common Council
FROM:
James F. Penman, City Attorney
DATE:
October 2, 1996
RE:
FPPC " Zero Tolerance" for Evading Public Disclosure
The FPPC Bulletin for September, 1996 contains a warning for all public officials from FPPC
Chairman Ravi Mehta that is particularly important for all City of San Bernardino elected officials,
employees and members of city boards and commissions because of measures on the November
ballot and at least one planned measure for March, 1997.
On July 3, 1996, the County of Sacramento was fined by the FPPC for failing to report spending on
certain ballot measures in the 1993 and 1994 elections.
Commenting on the fine, FPPC Chairman Mehta said: " our decision is a clear warning to public
officials that there is zero tolerance for evading public disclosure. No matter if they use taxpayer
dollars or it comes out of their own pockets, politicians cannot back ballot measures without telling
the public what they are doing and how much they are spending. The public is entitled to know who
is paying to pass a ballot measure, especially if it is their own government spending tax dollars to
persuade them." Mr. Mehta's article concluded saying: "officials who approve independent
expenditures that are not disclosed may also be held personally liable."
As you know, a government entity (the city in our case) may not expend public funds in favor of or
in opposition to a ballot measure. It is a misdemeanor to do so.
The FPPC is now requiring any city that spends $1,000.00 (or more) on a ballot proposition, in cash
or non-monetary value of goods or services to file a semi-annual statement disclosing the detail of
such expenditures. Employee time, use of rooms for meetings, films, T.V. time, etc. may all be
counted toward the $1,000.00 threshold amount triggering the filing requirement.
Because prosecutors have not always been aggressive in a uniform manner throughout the state on
the criminal aspects of such violations, it is significant that the FPPC has stepped into the breach and
is now pursuing actions against those who fail to file as required.
Mayor and Common Council
Zero Tolerance Memo
October 2, 1996
Page 2
We remind you of our July 10, 1996 Memorandum on the "Use of Public Funds and Public Time in
Support of or Opposition to Ballot Measures" previously distributed to you (copy attached) and the
August 2, 1996 Memorandum on the same issue which you have also received earlier (copy also
attached). Please review these carefully. The fine you save could otherwise come out of your own
pocket--not to mention criminal charges.
7-t~
James F. Penman
City Attorney
attachments
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State of California
Fair Political Practices Commission
1
September 1996
Volume 22, Issue 3
County of Sacramento
Fined
ghe County of Sacramento was
. fined $10,000 at the July 3
Commission meeting for five counts
of failing to report spending on ballot
measures Proposition 172 and
Measure Q in 1993 and Measure B
in 1994 elections.
Proposition 172 was an initiative
to amend the state constitution with a
permanent half-cent sales tax to
support law enforcement. Measure Q
would have retained the existing sales
tax in Sacramento County. Measure
B would have created and funded a
benefit district for open space.
County supervisors approved
use of county funds to persuade
county citizens to vote for the
measures, but did not disclose the
expenditures as all other independent
expenditure groups must do as
required by law. The California
Political Reform Act mandates that
any individual or organization that
Continued on Page 3
Enforcement Actions
County of Sacramento Fined Continued from page 1
spends $1,000 or more to support a ballot measure in cash or non-monetary value of.goods'or
services must file semi-annual statements that disclose spending details.
In the Measure B matter, the Sacramento County counsel advised the supervisors that they should
"expect" an FPPC investigation on spending for brochures, videos, newsletters and plans for
cultivating the newsmedia and community leaders. Despite the advice, the county spent taxpayer
funds to hire a communications consultant to produce a "public education" plan and materials
designed to persuade voters to .support Measure B, a proposal to fund-a benefit~istrict for open
space.
FPPC Chair Ravi Mehta characterized the penalties as a tough new standard for elected officials
and a ground-breaking precedent for the Political Reform Act.
While the FPPC penalized a San Diego area school district and its superintendent for a mass
mailing violation in 1991 that was not election-related, the Sacramento County case is a first time
enforcement against a government agency since the FPPC was created 21 years ago.
Mehta said that as a result of the Sacramento County case, he has
directed the FPPC Enforcement Division
to make random audits and aggressive
investigation a high priority for any
elective board, council or
commission which involves itself
in a ballot measure.
"For too many years, elected
officials have chosen to read only
the first half of our regulation that
says they can't call for a yes or no
vote on a ballot measure," said
Mehta. "They ignored the second half
that says that if their mailing or brochure
or any other communication taken as a whole
unambiguously urges a particular result in an election, that expenditure counts toward their becoming
an independent expenditure committee. They must then disclose how and when they spent every
dime."
Mehta said that during election years, the FPPC gets numerous complaints alleging misuse of
public funds in ballot measure campaigns, but the Political Reform Act prohibits use of public funds
only in candidate races. The attorney general has jurisdiction over misappropriation or misuse of
public funds.
In the past, the FPPC was reluctant t01Jursue the complaints because allegations are extremely
difficult to prove and because of duplicate expense to the public. Mehta says the Commission's
decision marks an end to that reluctance.
The maximum administrative fine per violation under the Political Reform Act is $2,000. Civil
penalties are usually higher. District attorneys and the attorney general may file criminal charges.
Officials who approve independent expenditures that are not disclosed may also be held
personally liable.
,ion
"Our decision is a clear warning to
public officials that there is zero tolerance for
evading public disclosure. No matter if they use .
taxpayer dollars or it comes out of their own pockets,
politicians cannot back ballot measures without telling
the public what they are doing and how much they
are spending. The public is entitled to know who is
paying to pass a ballot measure, especially if it is
their own government spending tax dollars to
persuade them."
- Chairman Ravi Mehta
er 1996
FPPC Bulletin
3
September 1996
CITY OF SAN BERNARDINO
INTEROFFICE MEMORANDUM
TO:
Mayor and Common Council
FROM:
Dennis A. Barlow, Sr. Asst. City Attorney
DATE:
July 10, 1996
RE:
Use of Public Funds and Public Time in Support of or Opposition to Ballot
Measures
ISSUE
Questions have been raised as to what restrictions, if any, exist as to the advocacy for or
against ballot propositions by elected or appointed public officers, including, but not limited to,
use of the City Council announcement time during meetings of the Mayor and Common Council.
This would relate directly to the state of the law as to what limitations have been imposed on the
use of public funds and public time in the support of or opposition to such measures on the ballot.
CONCLUSION
Since the rights are so significant and the penalties so severe, we suggest that extreme
caution be employed, to guard against crossing the line between providing educational information
to the public and advocating for or against a ballot measure. As a result we suggest that the City
Council announcement section of the meeting of the Mayor and Common Council not be used for
that purpose. If a Councilmember desires to discuss his or her support for or opposition to a
particular ballot measure, he or she should leave his or her place on the dias and speak at the
public microphone during the public comments portion of the meeting. Certainly by being elected
to the Council, a member does not lose his or her First Amendment free speech rights, and may
speak out on any issue. This would include speaking at service clubs, community meetings,
public forums, church groups and other locations around the City. However, as noted below, he
or she may not use public funds, public employees, public time, public equipment, or the City's
television facilities to make those statements in support of or opposition to a ballot measure, in
any way different than a private individual would legally be allowed to do so.
DAB/Ibm [Slanson.Mem]
1
ANALYSIS
Reference should first be made to the terms of Penal Code ~424. In relevant part, this
statute reads as follows:
"
"Each officer of the state, or of any county. city, town, or district
of the state, and every other person charged with the receipt,
safekeeping, transfer, or disbursement of public monies who either:
1. Without authority of law, appropriates the same, or any
portion thereof, to his own use, or to the use of another; or
2. Loans the same or any portion thereof; makes any profit
out of, or uses the same for any purpose not authorized by law; . . .
Is punishable by imprisonment in the state prison for two,
three or four years, and is disqualified from holding any office in:
this state. . . .>> (See People v. Groat (1993) 19 Cal.App.4th 1228,
1232)
This provision makes it clear that this is not just an academic question, but one of very
serious, practical implications.
The leading case in this area is Stanson v. Mott (1976) 17 Cal.3d 206. In Stanson, the
Director of the California Department of Parks & Recreation authorized the department to spend
over $5,000 of public funds to promote voter approval of a $250 million park bond issue. In
considering this expenditure of public funds the State Supreme Court stated:
"We recognize, of course, that public officials who either retain
custody of public funds or are authorized to direct the expenditure
of such funds bear a peculiar and very grave public responsibility,
and that courts and legislatures, mindful of the need to protect the
public treasury, have traditionally imposed stringent standards upon
such officers.>> (17 Cal.3d at 225; see also People v. Vallerga
(1977) 67 Cal.App.3d 87.)
The Court also concluded:
"(E)very court which has addressed the issue to date has found the
use of public funds for partisan campaign purposes improper, either
on the ground that such use was not explicitly authorized . . . or on
the broader grounds that such expenditures are never appropriate ...
DAB/Ibm [Stanson.Mem]
2
"Underlying this uniform judicial reluctance to sanction the use of
public funds for election campaigns rests an implicit recognition that
such expenditures raise potentially serious constitutional questions.
A fundamental precept of this nation's democratic electoral process
is that the government may not 'take sides' in election contests or
bestow an unfair advantage on one of several competing factions.
A principal danger feared by our country's founders lay in the
possibility that the holders of governmental authority would use
official power improperly to perpetuate themselves, or their allies,
in office . . .; a selective use of public funds in election
campaigns, of course, raises the specter of just such an improper
distortion of the democratic electoral process . . .
"[T]o date, the judicial decisions have uniformly held that the use
of public funds for campaign expenses is as improper in bond issue
or other non-candidate elections as in candidate elections." (17
Ca1.3d., at 217-218; see also People v. Battin (1978) 77..
Cal.App.3d 635, where the defendant was a county supervisor who
used county employees on public time to work on his campaign for
state office.)
The Stanson court concluded that the defendant director was personally liable for the
wrongful expenditures.
In the case of Miller v. Miller (1979) 87 CaI.App.3d 762, the court of appeals was faced
with the issue of the expenditure of public funds by the California Commission on the Status of
Women to promote the ratification of the Equal Rights Amendment both in California and in other
states. Quoting Stanson v. Mott, the Appellate Court concluded that:
". . . (A)t least in the absence of clear and explicit legislative
authorization, a public agency may not expend public funds to
promote a partisan position in an election campaign. "(87
Cal.App.3d 764.)
In response to the argument that the objective of the expenditure was the passage of the
legislation, which was an authorized expenditure, the Court declared:
". . . We conclude that the real issue under Stamon is not the
objective of the promotional activity but the audience to which it is
directed." (emphasis in original; 87 Cal.App.3d at 768.)
In the facts before the Court, the audience was not the legislature which would have been
an acceptable activity, but the electorate.
DAB/Ibm [Slanson.Mem]
3
Again quoting Stanson, the Court stated:
". . . The use of the public treasury to mount an election campaign
which attempts to influence the resolution of issues which our
Constitution leaves to the 'free election' of the people . . . does
present a serious threat to the integrity of the electoral process. "
(emphasis of Miller court deleted; at pg. 768)
Then the Court declared:
"It is one thing for a public agency to present its point of view to
the legislature. It is quite another for it to use the public treasury
to finance an appeal to the voters to lobby their legislature in
support of the agency's point of view. The lattef 'undermines Of
distorts the legislative process' just as clearly as 'the use of the
public treasury to mount an election campaign. . . [distorts] the
integrity of the electoral process.'" (emphasis added by Miller..
Court to quotation from Stanson v. Mott; at pgs. 768-769.)
It should not be concluded on the basis of Stanson and its progeny that public agencies and
public officials may not use public funds to provide public information. The Miller Court noted:
". . . Stanson made it clear that although a public agency may not
use public funds to advocate one side of an issue, it does not need
specific legislative authorization to provide voters with relevant
facts to aid them in reaching an informed judgment when voting
upon the proposa1. (Stanson, 17 CaI.3d at p. 220, 130 Ca1.Rptr.
707, 551 P.2d at p. 11.) Thus, the court indicated that agency
communications with the public must 'provide the public with a fair
representation of relevant information. . .' (17 Ca1.3d at p. 22, 130
Ca1.Rptr. p. 707, 551 P.2d at p. 10)" (Miller, 87 Cai.App.3d
769.).
Both Stanson and Miller cite with approval the New York case of Stem v. Kramarsky
(1975) 8 Misc. 2d. 7, 375 NYS 2d, 235. This case concerned a taxpayer attack against the
campaign of New York's Division of Human Rights for an Equal Rights Amendment to the New
York Constitution. In relevant part the New York court concluded:
"The spectacle of state agencies campaigning for or against
proposed constitutional amendments to be voted on by the public,
albeit perhaps well motivated, can only demean the dernocratic
process. As a state agency supported by public funds, they cannot
advocate their favored position on any position or for any candidate,
DAB/Ibm [Stanson.Mem]
4
as such. So long as they are an arm of the state government they
must maintain a position of neutrality and impartiality.
"It would be establishing a dangerous and untenable precedent to
permit the government or any agency thereof, to use public funds
to disserninate propaganda in favor of or against any issue or
candidate. This rnay be done by totalitarian, dictatorial or
autocratic governments but cannot be tolerated, directly or
indirectly, in these democratic United States of America. This is
true even if the position advocated is believed to be in the best
interests of our country.
"To educate, to inform, to advocate or to promote voting on any
issue may be undertaken, provided it is not to persuade nor to
convey favoritism, partisanship, partiality, approval or disapproval
by a state agency of any issue, worthy as it may be." (375 NYS 2d
at 239.)
In Keller v. State Bar (1987) 47 Ca1.3d 1152, 1170-1171, the State Supreme Court
reemphasized its conclusion in Stanson that "the propriety or impropriety of the expenditure
depends upon a careful consideration of such factors as the style, tenor and timing of the
publication; no hard and fast rule governs every case."
In 35 Ops.CaI.Atty.Gen. 112 (1960) the Attorney General considered a full page
newspaper advertisement by the Madera Union High School District placed one day before a
school bond election. The writer of the opinion concluded:
"Viewed as a whole, the advertisement cannot properly be held to
be a publication primarily designed to educate the voters as to the
activities carried out by or the conditions of the schools of the
district. ... The style, tenor and timing of the advertisement
placed by the board of trustees points plainly to the conclusion that
the publication was designed primarily for the purpose of
influencing voters at the forthcoming school bond election." (At
pg. 114)
Stanson noted that certain specific actions were clearly prohibited. These included using
public funds to purchase bumper stickers, posters, advertising floats, television or radio spots and
campaign literature prepared by private proponents or opponents of a ballot measure. (17 Cal.3d
at pg. 221) In the case of Mines v. Del Valle (1927) 201 Cal. 273, 275-277, the court rejected
the use of public funds to pay for printing cards, banners, automobile windshield stickers and
banners, labels, circulars and postal cards, and for newspaper ads and the construction of a float,
to support the approval of a bond measure. In California Common Cause v. Duffy (1987) 200
DAB/Ibm [Stanson.Mem]
5
Cal.App.3d 730, 747, the court struck down the use of police officers in uniform and department
equipment to distribute postcards opposing the retention of Chief Justice Rose Bird. Similarly,
the court in People v. Battin (1978) 77 Cal.App.3d 635, invalidated the use of county employees
on public time for partisan campaign work.
It has been suggested that these restrictions would prohibit the adoption by a city council
or a county board of supervisors of a resolution in support of or in opposition to an election issue.
In that regard the Attorney General concluded at 42 Ops.CaI.Atty.Gen. 25 that Tulare County
could not mail to voters information relating to the county's position on pending welfare
legislation. However, it seems that the mere act of taking a position in favor or in opposition to
a public question would not be an expenditure of public funds on an election issue as proscribed
by the law, but would be the actual public duty of the public agency. In this regard the court in
League of Women Voters v. Countywide Crim. Justice Coordination Com. (1988) 203 Cal.App.3d
529,560 held:
"We adopt the view that the simple decision [to endorse a ballot measure],
made in the regular course of a board of supervisors meeting which is open
to the public and thus the expression of citizens' views, to go on record
with such an endorsement in no event entails an improper expenditure of
public funds. While it may be construed as the advocacy of but a single
viewpoint, there is no genuine effort to persuade the electorate such as that
evinced in the activities of disseminating literature, purchasing
advertisements or utilizing public employees for campaigning during
normal working hours. By the same reasoning, the use of a regularly
scheduled board of supervisors meeting to make such an endorsement
would not involve reportable campaign expenditures."
In keeping with the specific restrictions outlined in Stanson, the Legislature has provided
specific authority for local legislative bodies to use public funds in the preparation of arguments
for or against a ballot proposition. Elections Code ~9219 specifically authorizes a city council
to submit an argument against an initiative measure. In addition, Elections Code ~9282 provides
in pertinent part:
"The legislative body, or any member or members of the legislative body
authorized by that body, . . . may fIle a written argument for or against any
city measure. "
In summary, officials may not use public money in support of or in opposition to a ballot
measure. Certainly, they may not use public time, public equipment or the public influence
of the agency to support or defeat an electoral question. This must be carefully watched at all
levels. We, of course, understand that the City and its officers may feel that an election issue is
of such import that if all the facts were known, the electorate would understand the issue more
clearly. The information dissemination function of the City is not prohibited by these restrictions,
DAB/tbm [Stanson.Mem]
6
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but the line between information dissemination and attempting to influence the electoral process
is very thin, and crossing over this line must be carefully guarded against. The penalty for the
violation of this principle is not only personalliability for the funds expended, but also possible
criminal prosecution pursuant to the statute quoted at the beginning of this memorandum. ,We
therefoce suggest that extreme caution be employed, to guard against ccossing that line. As a
result we suggest that the City Council announcement section of the meeting of the Mayor and
Common Council not be used foc that purpose. If a Councilmember desires to discuss his oc her
support for oc opposition to a particular ballot measure, he or she should leave his or her place
on the dias and speak at the public microphone during the public comments portion of the
meeting. Certainly by being elected to the Council, a member does not lose his or hec First
Amendment free speech rights, and may speak out on any issue. He or she, however, may not
use public funds, public employees, public time or public equipment to make those statements in
support of or opposition to a ballot measure, in any way different than a private individual would
be allowed to do so.
~1'W?~'tZ. )
~Dennis A. ~:~'
Sr. Asst. City Attorney
cc: Rachel Clark, City Clerk
David Kennedy, City Treasurer
Shauna Clack, City Administrator
All department heads
DAB/Ibm [Stanson.Mem]
7
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CITY OF SAN BERNARDINO
INTEROFFICE MEMORANDUM
TO: Mayor and Common Council
FROM: James F. Penman, City Attorney
DATE: August 2, 1996
RE: Use of Public Funds or Public Time for Political Campaigns
COPY TO: Rachel Clark, City Clerk; David C. Kennedy, City Treasurer
By memorandum dated July 10, 1996, we reviewed the law on the use of public funds or
public time for political campaign activities. We have now received a 1994 report prepared by
the League of California Cities that goes through the same issues in a question and answer format,
which we felt may be helpful and informative.
I ./~
MES F. PENMAN
ity Attorney
DAB/Ibm [Campaign.Mem]
California Cities
Work Together
League of California Cities
1400 K STREET . SACRAMENTO, CA 95814 . (916) 444.5790
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August 1, 1994
LEGAL ISSUES ASSOCIATED WITH
CITY PARTICIPATION IN BALLOT MEASURE CAMPAIGNS
Important policy decisions affecting the cities of California are increasingly being
made by the electorate through the initiative and referendum process. Whereas cities
have specific statutory authority to participate in the legislative process at the California
Legislature and Congress (Government Code section 50023),1 their authority to
participate in the initiative and referendum process is more limited. .
What role may cities and their officials play in the initiative and referendum
process? The following series of questions and answers provide some general guidelines.
A city official should always consult with the city's attorney concerning the propriety of any
given course of conduct.
USE OF CI1Y RESOURCES TO SUPPORT OR OPPOSE BALLOT MEASURES
1. May cities and the League of California Cities analyze the effect of ballot meDSUIf!S
011 cities and publicize this infornwtion?
Yes, cities and the League may use public resources to objectively evaluate
a ballot measure's impact on municipal government.2 The results of such fair
and objective analysis may be then made available to the newspapers, advocacy
groups and others, who may make use of the information if they choose.3
2. May cities COIIITibute public funds to ballot measIIJ'e canrpaigns which have alreDdy
qualified for the ballot?
No, the courts have determined that allowing government to "take sides" in
ballot measure campaigns gives one side an unfair advantage which might distort
the electoral process.4 Also, using public money to support a given position on a
ballot measure may result in a taxpayer's money being used to support a position
with which the taxpayer does not agree. This kind of "forced speech" may run
afoul of the first amendment.s
1
Although the decision was good news for the county, some attorneys have
expressed reservations about relying on the decision for the proposition that local
public entities may use public resources to develop just any kind of measure for
the ballot. Of course, public agencies have prepared certain kinds of measures for
the ballot (bond measures and the like) for many years.
8. May a ciJy c:oundl pass a 1f!30lutiOll supporting or opposing a ballot 1IIeIISIIIe? May
this resolution ruge people to vote a given lWlY 011 a ballot 1IIeIISIIIe?
The simple decision to go on record in support of a ballot measure has
been held to be a permissible expenditure of public resources.u The decision
should be made at a regular council meeting which is open to the public and
hence is open to the expression of citizens' views.13
Whether such a resolution could also urge citizens to vote one way or
another is a difficult issue. The Attorney General interprets the various court
decisions in this area as precluding public agencies from attempting to influence
citizens' vote.14 Although reasonable minds may disagree on what .the law
allows, councils may want to evaluate what such an exhortation addS to a
resolution and whether what the exhortation adds is worth the risk someone may
challenge the exhortation as impermissible.
INDMDUAL ELECI'ED OFFICIALS
1. May an individual elected ojJidal toke a position 011 a ballot 1IIeIISIIIe?
Yes, a public official does not give up his or her first amendment rights to
speak out on governmental matters upon being elected to office.15 Moreover, a
council may not take punitive action against a council member who expresses a
view during a council meeting.16
However, an elected official should not use city resources to "campaign" for
or against a given ballot measure.17 At least one city attorney believes, however,
that it would not be impermissible "campaigning" for a city council member to
express his or her views on a ballot measure in correspondence with
constituent,18 That city attorney also cautions his council members to keep
Proposition 73's provisions on mass mailings19 in mind whenever the council
members communicate with their constituents.20
2. May an e1eded ojJidal c:onJribute his or her campaign funds to qualify, suppoTt or
oppose a 1IIeIISIIIe for the ba/Jot or support or oppose a qualified initiative?
Yes, an elected official may use his or her campaign funds to qualify,
support or oppose a ballot measure.21 This includes contributions to ballot
campaign committees controlled by another candidate.:!2 Such contributions
must be reasonably related to a political, legislative or governmental purpose.23
3
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I
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working hours.34 However, some city attorneys believe public employees are
entitled to place signs or stickers in their offices or carrels which set forth their
position on a political matter.
2. May a publU; employee ask his or her fellow publU; employees for contributions to a
ballot 1tJelISU1'e ctITIIpfIign?
Under Government Code sections 320535 and 3209,36 local public.
employees may not solicit contributions from their fellow employees unless:
a. The solicitation is made to a significant segment of the public in which the
fellow employees are included; or
b. The funds are solicited to promote or defeat a ballot measure affecting the
rate of pay, working hours, retirement, civil service or other working
conditions.
Although the code sections do not specify, such solicitation should. J:!.ot occur on
city time or use city resources.37
3. May a local publU; employee wear his or her uniform when engaging in political
activities after hours?
No, this is specifically prohibited by Government Code section 3206.38
4. May a publU; employee respond to a request for information on a publU; agmcy~
analysis of or position on a ballot 1tJelISU1'e?
Yes, a public employee may respond to such a request as long as the
employee provides a "fair representation of the facts.,,39 This response may
include speaking to public or private organizations interested in the public
agency's position.40 .
PENALTIES FOR IMPROPER USE OF PUBLIC RESOURCES
1. What are the potential consequeru:es of improperly using publU; Tf!SOIITCi!3?
An individual who improperly uses public resources may have to reimburse the
agency for the value of the resources used.41 The courts have said public officials
must use "due care" in authorizing expenditures of public funds or be subject to
personal liability for improper expenditures. Factors bearing on the existence of
due care include whether the expenditure's impropriety was obvious, whether the
official was alerted to the possible invalidity of the expenditure, and whether the
official relied upon legal advice the expenditures were not improper.42
5
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,.
5. list ~ 17 CaI. 3d al 219, 130 CaI. Rptr. al 706 (.Ia tile iDI....I cue, -":r, "" Deed DOt _ tile
__ alII&tilulioaal queslion lbal would be pooed by aa uplic:il Icplative aulborizatioo ol tile use ol public _ ror
putiIaD campaipift& . . . '"), auoted in 1.ea1Ne of Women Voten v. Countvwide Crilllinal Justice rlVWr'linatioa. Commiuee..
203 CaI. App. 3d 529, 250 CaI. Rptr. 161 (2d DisL 1988), leY. denied _ber 23, 1988. liss..!!I2 Mountain SIalell.eal
Poundalion v. De....r School District. 459 P. Supp. 3S7, J60.61 (0. Colo. 1978) (probibiti... oa alII&tilulioaal pouads, a
scbool dillrict from aUlllorizing lbe expenditure ol public funds to der...1 a propo<cd eoaatilutioaal _meDI). iLIII2
AncIenon v. Rnotno. 376 M.... 178, _, 380 N.E.2d 628, 639 (1978) (a COlIUItoftWOOIlb boo a compelling i/lte- is MI1Irinc
thet a _DtinJ miDority ollUpll)"'" is DOt compelled to fuwu:e the exp_ ol vieM with - they cIiaagree),1IlIlSIl
dianl-..... 439 U.s. 1060, 99 S. Ct. 822, S9 L Ed. 2d U (1979). IbI1..s Alabama L"bertarian Pilrtv v. Otv of Binninlflam.
694 P. Supp. 814, 817 (N.D. Ala. 1988) (upboldiD& on """"titulioaalpounds, a city's use ol public funds to pay for
adYertisemenla for ballot .....u..... where city's adYertiain& campaign _ DOt .poIitical or ideoJosi<aI in nature").
6. list ~ 17 Cal. 3d al 21t}.l1, 130 CaI. Rptr. al 700 (referring to tile expeodi...... ol sWf.time and state
....",...... to promote Ibe passaF ollbe bond act). liss...III2 PcoaIe V. BalliD. 77 Cat App. 3d 635, 650, 143 CaI. Rptr.731,
740 (4th Dial. 1978) (a COUDty ouperYiaor'o divcnion ol COWlty sWf tilllC ror improper political J>IIlIlOIC" constituled a
criminal misuse ol public moni.. under Penal Code ocction 424), cert. denied. 439 U.S. 862, 99 S. a. 183, sa L !!d. 2d 171
(1978). Ill!1..s Banloloh v. Arnold. 112 N.CApp. 190, , 43S s.E.2d 109, 113 (N.CApp 1993) (local JOYCmmcnl may
expend public fUDcIa 10 creale support for qualified ballot _re).
7. list CalIfornia Leplative CounscI OJ>. No. 15423 (September 18, l\lllO) Cia _ ol the fa thet the ~'a
open_ are, to a certain degree _ by d.... paid by cities, il is our opinion thel tile rule ol .... . stated in ~
L..Ml!lL Il!I!I!o prohibiling tbe _ of public funds ror polilial1 pUlpllOCS is appliablc to lbe ~ of California a..... to
tile exlenltbe League..... money re<ciYcd from lbe ci...... . . [ror tbis purpooc).").
8. ~ California Legislalive Counsel 01'. No. 15423 (September 18, 1\lllO).
9. In re Philli", v. Mauer, 67 N.Y. 2d 672, 499 N.Y.S. 2d 675, 490 N.E.2d 542 (1986) (advertisemeDI u'ling citizens to
-VOte ~. on bond measure is impermissible).
10. ~ St'nson. 17 Cal. 3d al m, 130 CaI. Rplr. al 708. ~ City Attorney's OpinioD by JoIID Witt, Oty
Attorney of San Diego. October 26, 1988 (which contains an extensive discussion on tbe difference between impermissible
-promotional- and permissible -informational- material.
11. ~ LeallUe of Women Voters v. Countvwide Criminal Justice Coordination Committee. 203 Cat. App. 3d 529, 2SO
CaI. Rptr. 161 (2d m... 1988).
12. M. at 560, 2SO Cat Rptr. at 181; ~ Keller v. State Bar of California. 496 U.s. I, 12, 110 S. Ct. 2228, 2235,
110 L Ed. 2d 1. 13 (June 4, 1990) ethe government must take substantive po6itions and decide disputed issues to pem . . .
goyemment omciall are expected 81 I part of the democratic proceSl to represent and espouse the views of a majority of
their constituents. With countless advocates outside of the government seeking to inOuence ill policy, it would be ironic if
tbo5e chargCd with making governmental decisions were not free to speak for themselves in the proceu.-j Miller v.
California Commission on the Status of Women. 1S1 Cat. App. 3d 693, 701, 198 Cat. Rptr. 877, 882 (3d Dist. 1984) (noting
that if government cannot addrelS controYeJ1iial topics, it cannot govern), anoeal dismissed. 469 U.S. 806. IOS S. Ct. 64, 83 L
!!d. 2d 15 (1984). See also Stanson. 17 Cal. 3d al 221 (.it is Fnerallyaccepted thaI a public aFney pwsucs a proper
'iDlonnationaJ' role when, . . . rcqUC$ted by a public or private OrpnizatiOD, it authorizes an agency employee to present the
clcpartment's view or, bal101 propooal al a meeling olsuch organization"); 42 Opo. AlI'y GeD. 25, rt (1963) (COUDty'.1adt of
power to send voters information on pending lepJation does not prewnr county from giving information or
ruommendatioM when 10 requested by citizens or prea); IGOR ("..DUnN Counsel v. Public DisdO&Ufe C..mnmission. 93 Wash.
2d 559, 611 P.2d 1227 (1980) (upholding .n endonomenl).
13. See LeanJe of Women Voters. 203 Cal. App. 3d at 560, 250 Cal. Rptr. at 181.
14. See 73 Opo. All'y Gen. 250, 251).58 (1990) (concluding a localaFncy may use public ....",n:.. to draft iniliative
or referendum petitions).
15. ~ City or F.irfield v. SutlCrior Court. 14 Ca\. 3d 768, 780-82, 122 Cal. Rptr. 543, 5.5G-51 (1975) (city councilman
bas not only a righ~ but an obligation" to discUSl issues of vital concern with his: constituents). ~ Colondo Taxoa\'elS
Union. Inc. v. Romer. 750 F. Supp. 1041, 1045 (D. Colo. October 31, 1990) ("There is a difference be.....n the conduct of
public officials in speaking out on controversial political issues and their use of governmental power to affect the election..j,
aooe.al dismissed 963 F.2d 1394 (10th Cir. 1992).
7
/.
.J.
(
p<>IitlmIllClMlic:o oI....le IIIlCIIocol employteo _ priacipoI ClIlploymeal ia IiDuced ill wboIe or ill pori by [redcraJ) ......
or .....IL ')
33. See _erallv Peode v. Bollia. 77 Cal. App. 3d 635, 143 CaI. Rptr.731 (4th DiIt. 1978) (-... crimiIIaI
pnlIOCIItioa 01 COWlty _Moor ror _II public _ ror improper poIilic:ol purpcoa). lisuIIlI Scrieo 01 Cty
Attomeys 0pilIi0cIa by John Wil~ Cty Allomcy 01 SIll Diqo, ..p"ml><r 29, IIl86, AUJUII, 20, 1!ll1S, Pcbnouy 2O..1!ll1S,
Aupot7, 1981, JUDe 20, 1975 IIIlCI Aupt I, 1967 (_ie II a pockel ham the Leape). . '
34. li52 CaI. Gov'I Code f 32117 ("Any city, COWIty, or city IIIlCI COWIty c:barter or, ill the 0_ oIa dwter
plOYilion, the pel'lliq body 01 any Iocol _1IIlCI1II)' _ DOIl11bjcct 10 Sectioa 19251 by _1iIIli1l rulellIIlCI
te.....lioao, may ptoIubil or otherwile _ the rolJc>wiq: (a) 0fl'1CC.. and empIoyea .....JIacla poIilic:olllClMty duriq
worIdac boull{; 1IIlCI) (b) PoIilic:olllClMliea OIIlbe "",_ 01 the Iocol aaeacy.').
35. California <loYcmmenl Code JeClioa 3205 pt<lYicIa:
An orflCCr or employee 01 a Iocol aaeacy .....i not, cIitectIy or iIIdirectIy, IoIiciI poIilic:ol runda
or COIltnbulioao, _qly, ham other _ or employees 01 the IocaJ _ or ham pctIOIII 011
the employmelll iii.. 01 the Iocol _. NotIJiq Ia tIlia _ pro/ttbi.. aD oIlicer or oatpIoJee oIa
IocaJ aaeacy ham commllllialtiq Ihnlucb the mail or by other _ teq_ ror poIilic:ol _ or
COIltribuliollS 10 a 1ipil'.....lsepenl 01 the public wbkII may iDcIudc _.. or emploJea 01 the Iocol
aaeacy.
CaI. Gov'I Code f 3205.
36.
California Gc::M:mmcnl Code IeCtion 3209 provides:
NothillJ in this chapter prevents an olfM:Cr or employee of . state or local .&e1K)" from
soliciling or teCC:iving political rundo or contnbullons 10 plOlIlOIe the JlIIIlIF or doreal oIa ba110t
measure which Vt'OUld affcet the ratc of pay, hours of wort, retirement, civillCrvicc, or other working
condillons or orflCC.. or omploJea 01 sudl ltalo or Iocol aaency ucept IIlaI a ....Ie or Iocol aaeacy may
prohibil or Iimilouch activilies by i.. ompl."... duriDg lbeir worIdac bou.. IIIlCI may pro/ttbil or Iimil
cntry into governmental off'lCCI for aucb PUrpolCl durin, wortial houn.
CaI. Gov'I Code f 3209.
Y1. See ..nerallv POODle.. Bollin. 77 Cal. App. 3d 635, 143 Cal. Rptr. 731 (4th Dial. 1978) (sua:eaM crimiIIaI
prcucution of county supervisor for misusing public funds for improper political purposes). lisuIIlI Cat. Gov't Code I
3'JIJ7 (-Any city, county. or city and county charter or, in the absence of . charter proviIion, the goveminC body of aay Ioca1
agency and any agency not subject to Section 19251 by establishillg rules and regulatioDli, may probibit or otbenrile ratrict
lbe rollowing: (a) Omcers and empl."... engaging in polilical activity during worltillg hours[; and) (b) PoliticalllClMtics on
Ihe ptemises or the local agency.').
38. California <loYcmmenl Code JeCliOll 3206 says:
No ofrM:Cr or employee of . Ioc:aI .FDq" abaU particif-te in political activities of any kiDd
while in uniform.
CaI. Gov'I Code f 3206.
39. See Stanson. 17 Cal. 3d al 221, 130 Cal. Rptr. a. 707~.
40. M.
41. ~ 17 CaI. 3d 01 226-227, 130 Cal. Rptr. al 711 (f,"ding that 'public orflCiaJs m.... .... due cate, i&. reasonable
diligence in authorizing the expenditure of public funds. and may be subject to pcrsonalliability for improper expenditures
made i4 the ab&cnce of due care-).
42. ~ 17 Cal. 3d 01 226-227, 130 Cat. Rptr. 01 711 (finding thaI 'public orflCiaJs m.... .... due ..te, Ls. reasonable
dili&ence in authorizing the expenditure of public fundi., and may be subject to pcrsonalliability for improper expenditures
made in the absence of due care-).
43. See ..n.rall. Tenwold. .. Countv or San Dio20. 14 Cal. App. 4th 100, 17 Cal. Rptr. 2d 789 (41h Dill. 1993).
9
California Cities
WorK Together
iO/7'/96
.
League of Ca,lifornia Cities
1400 K STREET . SACRAM~Jij~~~1?~t). (916) 444-5790
Enlp.red mto Record It
,...C,,,,,":liiCmvOevCms Mtg:
J. .
...IF
. .....
.....
....
....a
...--
5:.3
(fdv.-e ct~
City Clerk/CDC Secy
City of SIn Bernlrdino
August 1, 1994
LEGAL ISSUES ASSOCIATED WITII
cm PARTICIPATION IN BALLOT MEASURE CAMPAIGNS
Important policy decisions affecting the cities of California are increasingly being
made by the electorate through the initiative and referendum process. Whereas cities
have specific statutory authority to participate in the legislative process at the California
Legislature and Congress (Government Code section 50023),1 their authority to
participate in the initiative and referendum process is more limited. . .
What role may cities and their officials play in the initiative and referendum
process? The following series of questions and answers provide some general guidelines.
A city official should always consult with the city's attorney concerning the propriety of any
given course of conduct.
USE OF CITY RESOURCES TO SUPPORT OR OPPOSE BALLOT MEASURES
1. May cities and the League of California Cities analyze the effect of ballot metJ.flIreS
on cities and publicize this information?
Yes, cities and the League may use public resources to objectively evaluate
a ballot measure's impact on municipal government. Z The results of such fair
and objective analysis may be then made available to the newspapers, advocacy
groups and others, who may make use of the information if they choose.'
2. May cities contribute public ftmds to ballot measure campaigns whidJ have aIreody
qualified for the ballot?
No, the courts have determined that allowing government to "take sides" in
ballot measure campaigns gives one side an unfair advantage which might distort
the electoral process! Also, using public money to support a given position on a
ballot measure may result in a taxpayer's money being used to support a position
with which the taxpayer does not agree. This kind of "forced speech" may run
afoul of the first amendment.'
1
Y3
/IJ /7/1"
.
. .
.
3. Maj citiD use city staff, equipment and supplies to generate promotionDllfIIItt!dt* -
bt!haJf of baOot measures which 1Iave a1reDdy qualified for 1M ballot?
. No, this approach suffers from the same infirmity as contributing public
money to a ballot measure campaign: it uses public resources to give one side an
unfair advantage in the campaign. 6 . .
4. May 1M League of Califomia Cities conJribule money or use its staff Tr!3OUICeS to
odvoazte suppon for or opposition to ballot measures?
The courts have not specifically ruled on this issue, however, the California
Legislature's attorney has concluded that allowing the League to play this role
would impermissibly permit cities to do indirectly what they cannot do directly?
The League makes it a practice to follow the same rules cities must follow.
5. May cities form a nonprofiJ corporation and finaru:e its operatiolU with city funtlsfor
1M J1IUPOSe of qualifying an statewide initiative meosure which relates to tire day-to-
day furu:tions of every city in tire state?
The attorney for the Legislature was asked this question in 1980 and
answered "no." Again the theory was cities cannot do indirectly what they cannot
do directly.B The money used for such an effort must not come from public
funds.
6. What is the difference between impermissible "promotional- and permissible
"infomuItionDl- materiD1?
There is no hard and fast rule for judging whether a communication is
promotional rather than informational. Material which exhorts voters to "vote
yes" is, of course, promotional; however, documents which do not contain such
exhortations may nonetheless be considered promotional9. Some of the factors
courts look at in determining whether a publication is a "fair presentation of the
facts" are the publication's style, tenor and timing. to The standard is a strict one:
the publication must be purely informational to pass legal muster. When in
doubt, leave any questionable language out.
7. Do the courts distinguish between the use of public resources to develop a meosure
for the baIIot and the use of public resources to mppon a 17U!/lSt./Te ana it has
qualified?
One appellate court has allowed Los Angeles County to use public
resources to develop a criminal justice measure for the baIlot.u The measure
was proposed by a committee formed by the county to study certain procedural
changes in the criminal justice system. The court determined that, as long as the
activities did not involve advocacy of a single viewpoint with the object of
influencing voters on the issues, public funds could be spent formulating and
drafting the initiative and obtaining sponsors for it.
2
Although the decision was good news for the county, some attorneys have
expressed reservations about relying on the decision for the proposition that local
public entities may use public resources to develop just any kind of measure for
the ballot. Of course, public agencies have prepared certain kinds of measures for
the ballot (bond measures and the like) for many years. , ,
8. May a city council pass a resohltio-l supponing OT opposing a bal10t metISU1'e? May
thU resolution urge ~ple to vote a given way 011 a bal10t metISU1'e?
The simple decision to go on record in support of a ballot measure has
been held to be a permissible expenditure of public resources.1% The decision
should be made at a regular council meeting which is open to the public and
hence is open to the expression of citizens' viewsY
Whether such a resolution could also urge citizens to vote one way or
another is a difficult issue. The Attorney General interprets the various court
decisions in this area as precluding public agencies from attempting to influence
citizens' vote.14 Although reasonable minds may disagree on wha~ the law
allows, councils may want to evaluate what such an exhortation addS to a
resolution and whether what the exhortation adds is worth the risk someone may
challenge the exhortation as impermissible.
INDMDUAL ELECI'ED OFFICIALS
1. May an individual eJected offidDI take a position 011 a ballot metISU1'e?
Yes, a public official does not give up his or her first amendment rights to
speak out on governmental matters upon being elected to office.lS Moreover, a
council may not take punitive action against a council member who expresses a
view during a council meeting.16
However, an elected official should not use city resources to "campaign" for
or against a given ballot measure.17 At least one city attorney believes, however,
that it would not be irnpermissible "campaigning" for a city council member to
express his or her views on a ballot measure in correspondence with
constituent.18 That city attorney also cautions his council members to keep
Proposition 73's provisions on rnass mailings19 in mind whenever the council
members co=unicate with their constituents.20
2. May an elected offidDI conJribuJe his OT her campaign funds to qualify, suppolt or
oppose a measure for the ballot or support OT oppose a qualified initiative?
Yes, an elected official may use his or her campaign funds to qualify,
support or oppose a ballot measure.21 This includes contributions to ballot
campaign committees controlled by another candidate.22 Such contributions
must be reasonably related to a political, legislative or governmental purpose.Z3
3
.'
However, there may be federal income tax implications associated with
using campaign funds in this manner. Candidate campaign funds are tax-exempt
under Internal Revenue Code section 527 only when used for "exempt
functions.":l4 Such purposes are generally limited to expenditures for a candidate
to get elected or for officeholder purposes once a candidate is elected.~ .
3. How should aICh conJributioru from CIlIPIJNli&n funds be rP:pOded?
The FPPC says the recipient of the funds (the ballot measure campaign
committee) should report the receipt of funds as contributions received; the local
elected official's campaign committee should report the contribution as an
expenditure made.26
S. May an elected 10cal ofJidal rrdse money a.r an intennediIJ1y for a lHz/1ot ~
CQIfI]JQign?
According to the FPpc, a local elected official may act as an intermediary
for a ballot measure's fund raising efforts in the same manner and subject to the
same obligations and requirements as any other individual.Z7 An intermediary is
an individual who delivers a contribution to a committee from another person. :za
The official may even serve as an intermediary for making contributions to a
ballot measure committee controlled by a candidate.29
6. ~ there any other restriction.s in the Po1iJical Refomr .Act that mi&ht restrid a ToctIl
ererted ofjicial's partidpation in lHz/1ot ~ campaign.s?
The FPPC notes that a local elected official who also serves as an
appointed, voting member of another agency (~, a Local Agency Formation
Commission (LAFCO), special district board, joint powers authority or regional
planning agency) may, under certain circumstances, be prohibited from accepting,
soliciting or directing contributions on behalf of a ballot measure committee.30
EMPLOYEE ACTIVITIES
1. May a public employee suppmt or oppose baIIct measut'!!S?
like an elected official, a public employee does not give up his or her
constitutional rights upon joining a public agency.31 This fact is reflected in
Government Code section 3207, which says that, with certain exceptions, no
restrictions may be placed on the political activities of public employees.32
Public employees should not, of course, use public resources (incIudinJ
their time on the job) to advocate a particular position on a ballot measure.
As a result, state law allows cities to prohibit or restrict 1) political activities on
city property and 2) officers and employees engaged in political activities during
4
working hours.34 However, some city attorneys believe public employees are
entitled to place signs or stickers in their offices or carrels which set forth their
position on a political matter.
2. May " public employee asIc his or 116 fellow public employet!s for conI1ibudoiu to "
ba110t 1I'U!Q.SUn! cmrrpaign?
Under Government Code sections 320535 and 3209,36 loc:al public
employees may not solicit contributions from their fellow employees unless:
a. The solicitation is made to a significant segment of the public in which the
fellow employees are inc:1uded; or
b. The funds are solicited to promote or defeat a ballot measure affecting the
rate of pay, working hours, retirement, civil service or other working
conditions.
Although the code sections do not specify, such solicitation should ~ot oc:c:ur on
city time or use city resources.37
3. May " local public employee wear his or 116 uniform when etf8aging in pc>1itirnl
activities after hours?
No, this is specific:ally prohibited by Government Code section 3206.38
4. May " public employee respond to " request for infonnation 011 " public agency:J
analysis of or position 011 a ballot meosure?
Yes, a public employee may respond to such a request as long as the
employee provides a "fair representation of the facts."J9 This response may
inc:1ude speaking to public or private organizations interested in the public
agency's position.40 .
PENALTIES FOR IMPROPER USE OF PUBLIC RESOURCES
1. What an! the potenJial consequences of improperly using public 1'f!;S()fITCeS?
An individual who improperly uses public resources may have to reimburse the
agency for the value of the resources used. 41 The courts have said public officials
must use "due care" in authorizing expenditures of public funds or be subject to
personal liability for improper expenditures. Factors bearing on the existence of
due care include whether the expenditure's impropriety was obvious, whether the
official was alerted to the possible invalidity of the expenditure, and whether the
official relied upon legal advice the expenditures were not improper.41
5
"
Also, an individual charged with improper use of public resources may have to
pay not only his or her own attorneys fees, but also those of individual who is
challenging the use of resources.43 As a matter of public policy, the courts have
refused to allow public entities to reimburse these attorneys fees....
Finally, improper use of public resources can be a criminal offense.45
CONCLUSION
Public officials and employees have many ways to exercise their right to promote
or oppose ballot measures. The key is not to use the public's time, money or other
resources to do so. Public resources may, however, be used to provide objective analysis
and information concerning proposed ballot measure.
Charges that an agency or individual has misused and miuppropriated public
resources are extremely serious. Consequently, when an activity is the least bit
questionable, it is best, in the League's view, to err on the side of caution.
j:\lcp1\bm\JDiIc\ballo12.ppr
L
CioYcmment Code scctioo 50023 providea:
.-
The IcgjllatM body or a local .acy, dilcctly or _II> a repIOICDtatiYe, IDlIY allcDd tile
Leplarure aDd ~ aDd any _neca tIlereof, aDd p.....,ol iDronnatioll to aiel tile puuae of
Icplatioll wIlic!l tile IcplatiYe body dce... be..liciallo tile local .acy or to prewIll tile puuae of
Icplat;OIl wIIich tile IcplatM body dce... detrimcDlIIto lite local .acy. The IqialatM body of a
Ioca1 1gency. directly or throu&h I repraeatltive, may meet with repracatativa of e.xec:uciw or
adminiltntiYe agcncica of state, (ederal. or local acwenuneat to present iDCormatioa requeltial actioa
which the IcgillatNe body deema beneficial to. Of oppoIiDlaction deemed dc:trimeatal to, sucb local
agency. The <0&1 aDd expo... incideDI tIlereto are proper <barges apiDIt tlte local .ocy.
CaL Gov't Cod. S SOOZl. ~ Leha.. v. City and Couoty of San Prancisco. 30 eal. App. 3d lOSl, 106 CaL Rptr. 918
(lit Diot. 1m) (upholdiDC SaD PruciKo'. c:oatributioalto tbe Leapc of CIIiComia Cilic:a uadcr GovcmmoDI Code -
SOOZl), aoocal dismissed 4\0 U.s. 962, 93 S. Ct. 1445, 3S L Ed. 2d 698 (1973); H.- V. IC.'o_~ 316 MidI. 443, 2S
N.W.2d 7Ir1 (1947) (uplloldiDc ge..raIly a city'. ability to c:oatribute lIIOIIicIto a Dluoicipalleape wIlicIl ClIp... iD
Jobbyinc).
:z. ~ Stanaon v. Mon. 17 CaL 3d 206, 220, 130 CaL Rptr. 697, 707 (1976) (d_iIIa wilh approvaJ, ""--10
Protect Public Punds v. Board or Education. 13 NJ. In. 179-llO, 98 A.2d 673, 676 (1953), wIlich P""'C"..od tile hlWd
Icplativc aDd flKaJ authority P'"-- by locally autonomous KbooI boerdI to mate rc.uonablc cxpca4iturCS to pve WJtcI'I
relevant facts to aid them in makiog In informed judgment when voting).
3. ~ ~ 17 ~. 3d It 22\ ..6, 222, 130 CII. RpIr. It 707 0.6, 7al (0. . ..... heli.... il ""uld be c:oatraty 10 tile
public iDte_ to bar Imowlcdpbl. public agenc:iCl rrortl diadoaiDc relcvaDt iDConnatioll to tile public, 10 klIII u .....
diac",""re is r..U and impartial aDd docs not amounl to improper c:ampaicn actMty." public agenciCl IDlIY aeocraJIy publillt a
"fait preoentatioll of racu relevant to an electioD DlllIcr . . .").
4. ~ ill. al 217, 130 CaL Rpir. at 10S (1976) (Caliromia DeportDl.ol of Parlts aDd R<<reatioll could 001 apcnd
public IDODC)' to prepare promotional Dllterial aDd pay ror opeaItell expe_ to oupport a 1974 port __te). liE
I!i2 MinCl v. Del van.. 201 CII. 273, 257 P. 530 (19Z7) (a city public service CXlIIIJ2li5Iion could DOC speed public _10
obtain a favonble vote oa . bond meuure to COftitruCt In ele.ctric:aJ system).
6
"
:s. liE2 :i!IIlI\la. 17 c.L 3d al 219, \JO c.L Ilptr. al 106 ("Ia the iIlalaal cue, -"r, - _ not _ !be
__ coaatilUtioaal qucatioG lhal M>UIcI be pooed by ... OIplicillcplatMl authoriza_ 01 !be _ 01 pu\>Ik: _ ror
partiIaa c:ampaipiftl . . ." auoted in Lenue of Womell Voters Y. Countvwide Criminal Justice Coordiaatioll Committee..
203 c.L App. 3d 529, 250 CaI. Rptr. 161 (2d Diot. 1988), roY. c1cnied N~r 23, 1988. lS.JlI2 Mountain StaleS ~
Poundation v. O<on.." Scllool Dimi<:t. 459 P. Supp. 357, 360-61 (D. Colo. 1918) (plObibitiq. on coaatilulional poundI, a
",boo! district rlOm aUlhorizinl tbe expc:ndicure of publie rundl to c1erul a propo<ed coaaticulional __"). lisLIII!II
ADcIcnon v. .......on. 376 M.... 178, _, 380 N.1!.2d 6211, 639 (1978) (a _Ib.... a COlIlpeUid.inte....ia-.me
tbal a 4_1 miAority of raxpa,en in DOl COlIlpcllc4 to _ lbc ..,....--'.... 01 vieM willl -1Ilcy cIlupec), IIIIlSIl
dimt:--t. 439 U.s. 1060, 99 S. Ct. 822, 59 L. Ed. 2d 16 (1m). I!!1..E Alabama Lbertari.aa PartY v. City 01 Rinnln.um...
694 P. Supp. 114, 117 (N.D. Ala. 1988) (upbolclinl. on COG&lilulional poWl4I, a city'a _ 01 publie rundl to pay ror
__II ror balJot ......ute&, wbere cily's -rtiaiaI campaip ..... not "poIilical or iclcok>si'"' in ..lure").
6. ~ ~ 17 ~I. 3d at 21G-ll, 130 Ca!. Ilptr. al100 (",rerrinc to tbc expc:n4i""" of stair "time and Slate
IUOU""" 10 plOmote tbe pusap: oIlbe bond set). ~ PeooIe v. Banin. 77 c.L App. 3d 615, 6SO, 143 CaI. 1lptr.731,
740 (4tb Dial. 1918) (a oounty supcrviaor's diYenion of OOUIlty stall' time ror impn>pcr poUlicaI putpooa OOIlIlicuted a
criminal misuse: of public: monies uo4cr P.na1 Code section 424), <:en. d.nied. 439 U.s. 862, 99 S. a. 183, 58 1. Ed. 2d 171
(1918). BlILs Banlololl v. Arnold. 112 N.CApp. 190, _, 435 s.1!.2d 109, 113 (N.CApp 1993) (IocaJ pemmenl may
cxpencI publie runell 10 <reate support ror qualified ballol .......re).
7. liE2 California LcplatMl Couoscl Op. No. 1.S423 (Sept.mber 11, 1!1llO) ("In view of tbc rant tbal!be Lcape'a
operaliool are, 10 a certain dcJrec _ by 4_ paid by citiCl, il in our opinion tbal tbc rule of law . staled in ~
l!o..Msl!L Il!1!I!. prollibilinc tbe _ 01 publie rundl ror poIilical purposes in applieablc to tbe Leacuc 01 California Clico ...
tbc exlenllbe Leal"e lIIeI money re<ciwd rlOlll the cilies.. . [ror tllia purpoocl.").
I. ~ Calirornia LcplatMl Cou_1 Op. No. 1.S423 (September 11, 1!1llO).
9. In '" PhillitlS v. Mau.r. 67 N.Y. 2d 672, 499 N.Y.S. 2d 675, 490 N.1!.2d 542 (1986) (a4vcniaemenl urJing ci_ to
"vote yes- on bond measure is impcrmis&ible).
10. ~ Slanson. 17 Col. 3d It 222, 130 CaI. Rptr. at 'lIl8. E!I!2 Oty Anorney's Opinion by John Witl, Oty
Attorney of San DicCO. October 26, 1988 (which contains I.D extensive dilcuaioa. an tbe differeDCC bc.rweca. impcJ'lllilr;ibIc
-promotioaaJ. and permissible -informational- material.
11. See Leawc of Women Voters v. Counrv.nde Criminal Justice Coordination Committee. ::zo3 Cal. App. 3d 529,:ZSO
c.L Rptr. 161 (24 Dilt. 1988).
12. M. at 560, 2SO Cal Rptr. at 181; see also Keller v. State Sir' of Caliromia. 496 U.S. I, 12, 110 S. Q. 2228, 2235.
110 L Ed. 2d 1. 13 (June 4, 1990) ethc government mUlt take substantive pcJ5itioas and decide disputed i&5ucs to govem . . .
government officials are expected u a part of the democratic process to represent and espouse tbe views of a majority of
their constituents. With countless advocates out5ide or the government sukinl to influence its policy. it would be iroaic if
th05C c:hargCd with making governmental decisionl were Dot free to speak for themselves in the ProceII,-j Miller v.
~Iiromia Commission on th. Sta'UI or Women. 151 Col. App. 3d 693, 701, 198 Co!. Rplr. 877, 882 (34 Dill. 1984) (1IOtinC
that if pemment cannot: addreu controversial topics. it cannot govern), 1'D0C3.1 dismissed 469 Us. 806, 10:5 S. a. 64, 83 L
Ed. 2d 15 (1984). Se. also ~ 17 ~L 3d al 221 ("it in p:nerally ICCCpted tbat a pubfie ap:ncy punuca a proper
'informational' role when. . . . requested by. public or private orpnizarioll. it autbonze. all apncy cmplo)"cc to pracat tbc
clepanment's vi~ or a ballot proposal at a mee'inl of such orpnization"); 42 Opo. An'y Gen. 25, rT (1963) (C:OUDIy'S - 01
power to send voteR in(ormation aD pending Icgislation does aot prevent county from zMng informatioo or
recommcndations when 50 requested by citlzena or pf'e:s5); Kiner County Counsel v. Public Disclosure Commission. 93 WuIL
2d 559, 611 P.2d 1227 (19M) (upholding an endorsement).
13. See lea""e or Women Yot.... 203 ~1. App. 3d at 560, 2S(I Col. Rplr. at 181.
14. Se. 73 Opo. Alt'y G.n. 250, 256-58 (1990) (concludinla local as"ney may use public resources to draft initiatMl
or re(erendum petitiOns).
15. See Otv of Fairfield v. Suoerior Coun. 14 ~I. 3d 768, 780-82, 122 ~l. Rptr. 543, 55G-51 (197Sl (city 00WICiImaD
bas not only a right but an obligation to di.scu.s& issues o( v;tal concern 1lwith his C'Onitituents). See also Colorado Tama\'le1S
Union. Inc. v. Romer. 750 F. Supp. 1041. 1045 (D. Colo. October 31, 1990) ("There in a dirr.rence be__n ,be oondllCl 01
public: omciali in speaking out on contrt)Yet$ial political issues aad their use of poemmcDtal power to atrec:t the elcctiolL j,
anocal dismissed 963 F.2d 1394 (10th Cir. 1992).
7
16. liB "'-' v. -. 3lIS US 116, 17 S. 0. 339, 17 L IllI. 211235 (19l!6) (__ 01 o-p. - 01
.. _......t____oIlIIo___tIleVlotNoa...._IIiI_ . t......);
............ Y. _ 4:D P. Supp. 1101 (N.D. Olllo 1977) (II.- .. ~ cIt1- - . - 1_ 01 ilo
Lm lor III&II::ia& delamatol)' IeIDUb 8bc:MIt c:ouDCi1... '. A); A_--' Y. u..r.... 31M) P. Supp. 6SS (DJU. 19'75)
(.... eeuaor could 801 be ududed fI'C8 m..- becaUIC 01".111I .. c.ri.... . ..,..... c:auc:u LID). II!WlmMI tJIt ~
---'" 532 P.24 32S (3d Cr. 1976).
17. See _roilY "-'" v. IIIInlII. 77 CoL App. 3d 635, 143 CoL lIplr. 731 (_ DIot. 1971) (, :: "M aIIIIIIIaI
1-: I ..... 0I.......1f "'p.;.ioarlbr .Ir ~... public _lbr..... . I, poIItIcoIl'-.: .). liILIIIIl CoL Cloo't Cadc I
32lI7 t:A1IJcIt1, -..ty, or city ODd ClDIIIIt7_or,1a tile _ 01. _,..-'~ ", tile... '..-,oIlIIJ-
opII<f ODd IIIJ opII<f_ IUbject ... SoclIoa 19251 "" ..~'....... ODd, . . ._....,. pnl/IIlIt or MIl. -.. ~
tile ~ (a) 0fticeIS ODd _pIo,._ ........ in pali_ adivIty d..... -... bouft(; 0Dd1 (b) PoIItk:al aetMtIIlI OIl
tile ,...- 01 tile - apDC)'.').
18. liB Oty Altomcy'l 0piDi0a "" 101m Wilt, Oty /lJTDmc'f 01 SaIl DieFo 5eptember 9, 19l1ll ("ScptclIIbcr 9, 19l1ll
Win 0piDi0a").
19. liB CoL Oov't Code II lI204U (defiaitioa 01_ malJlD&). 8!IOOl (proUritioa 01_.....); 2 CoL Cadc
01 Rq. 1 18901 (re....._ iIIIpl-......tid& probibitioa).
210. liB Sopt'-"'r 9, 19l1ll Win 0piaIc0l, at 3-4.
21. liB California Pair Politicll Pnlctica Coalallalioa. .,,~ c... to Leap of CaIIComia Cities' Requm !'or W..-
~_...._ No. 1-92-561, September 11, 1992, at 3; 2 CoL Cadc 01'" 1l852S(b) (re....._ tatrietiall__t
_idal..' electioa expo.... ODd oIIicebolder npeucs). .
22. M.
Zl. Ill-
24. See 26 U.s.e. 1 527(c).
:IS. 26 USe. 1527(e)(2) (defilli_ of 'exempt CuaetioD").
26. ~ Calirornia Fair Politic:al Praetic:CI Commiaioa. RcapoaIc to Lea.... of California Oriel' RoqUClt ror Wormal
AaiaWlcc No. 1-92-561. Seplember 11. 1992, a11-l.
27. liB California Fair PoIiti<al Praetia:I CommilliOll, R<spoue to Leap of California OtiCl' RoqUClt ror
Informal Aai&tancc No. 1-89.069. February 1. 1990, al 4-5.
28. See Cal. GoY'I Code f 84302.5 (cIerulitioa 01 intermediary).
29. ~ California Pair Politi<al Praetic:ea C--:..."" .~ to Leap of California OtiCI' Roq_ for
W..- _~iI........ No. f-39-669, Pebruary 1, 1990 al4-5.
30. M. ., s.o.
31. See Ballley Y. Washin..on TOOOl\Ihio HOSllital Dislrict. 65 CoL 2d 499, 55 CoL Rptr. 401 (1966) (hoopital district'l
prohibition of cmploycca (rom panicipaitUsI in any ballot IDcuura pcrWninC to tbe district ... uDCOamtutioaaDy
"",,"'rood); Rosenfield Y. Malc:om. 65 Cal. 2d 5S9, 55 CoL Rptr. 505 (1961) (boIdins lbol ClOUIIty - - a .......ty
em~ on the pouD<ll that it diAcrea willi tbc CGlpIo)U'l acriYitiel)i Pan v. Civil Service Commiaioa.. 61 CaL 2d 331,
38 CoL Rptt. 62S (1964) ''''_'idalinsa ClOUIIty _ _ilio. ptOIlibiliq c:iviI servic:e _pIo,oa &om _p.o, in poIItic:aI
activiriel), o.,,,,.,.lcd on other """,ncla. Joh""", Y. HamnlOll. 15 CoL 3d 461, 125 CoL lIplr. (1975).
32. Coliromia Qovcromenl Code lCctioa 32111 pt'O'Iidcc
The Leplahlre fUlda thaI polilical activiriel at public emplo,oa are of Iipif'ICOIlI &tatewicIe
concern. The p..,.;.ions of this chapter IhaU supellcdc III ~ OG thia IUbject in tile pocrollaw
o( tbi&: 'tate or AnY dry, counry. or city and county c:battcr ~ u pto'Iided ill Sectioa. ~.
CaI. GoV. Code f 32ll\. See .lso 5 U.S.e. f lSOO ~ (ka0Wll II the "Hatch AJ:t: tbe reclenllaw l'CItrictions OG
8
I
.I ,
J .
,
,
,.,
poIIticIII OCliYitia oI",le aDd local cmplo)oeca _ prIadpoI .....1 ,_. ia _ ia _ or ia poIt bJ (fcdcrolJ _
or ........ ")
33. See .........IIY .......... v. Boni.. T1 CaL App. 3d 635, 143 CaL ltptr. 131 (4lb Dill. 1978) (~ _
plWCCUtioa 01 COUllI}' __ for ........ public _ for iDIpapcr poIIticIII JIUIPCI"O). lisuIIR Scriea 01 City
AItonIcyS 0piDi0aa by JoIul Win. Cily Anomcy 01 SIll Die.,. SoIl. ....bcr 29, 1!1l16, A...... 210, 1lIlIS. februu,r'2lO, 1!18S,
Aupot 7, 1981, ]uac 210, 1m aDd Aupt I, 1967 (_Ie U 0 pecbt hoeD lIIe Lape). . ,
34. is! CaL Gov'. Code f 3'1J17 ~A1Jy cily, COUIlty, or city aDd COUIlty _or or, ia the __ 010 _
pIOViIioD. the .-mine body 01 uy local _ ud uy _ IIOt subject to Sccdoa 19251 by -......... ud
"'pIDlioas, IDDy p.ollibil or otIlcrwilc _ lbe ~ (0) OtIicen ud cmpIoyea e'ppe ia poIIticIII ectIvity dariaJ
worIliq Iloun{; aDd) (1)) PoIi.iceJ OCliYilia 011 the premiIc& 01 the local OCCacy.").
35. CelifOl'llie Gowmmc.. Code -.-0. 32115 proYida:
All oIf'lCC. or employ<e 01 0 local _ ...... DOt, dbcctIy or iadUcctIy, IOIicit poIIticIII _
01 coatribulioas, 1aIc>wiJIaIy, from otIlor oIIlcen or ~_ 01 the local _ or from pcnoao 011
the cmploymeD' _ oIllle local _. ~ ill tblo __ probibilI.. aIlk:or or empIc>jee 010
local _ from CIllIIIIIIuaialliIIa lIuoaP lbe IIIOiI or bJ otIlor _ ~ tor poIIticIII_ or
"",tributioaa to 0 lipificut _. 01 the paIllic wIlidIlIIa)' Iadudc olIicen or _pit>,..... oIlbe local
qcacy.
CaL Gov'. Code f 32ll5.
36.
Cellfo.... Gowl11meal Code _ J209 proviclcc
Nocbin& ill this chapter prevents aD. olf"tcer or employee of . ltate or kx:al I&CDCJ' Crom
soliciting or re.cciviD& political fuada or contnbutiou to promocc the puAp or deCeat of. ballot
.......'" which ......Id affect lbe talc of pey, Iloun of 'OOrIt, ",_at, civil IOrvi... 01 otIler_e
CODditioas of oIf'lCCn or employe" of _ IIDle 01 local _ cu:cpt 1Ile. 0 ItDte or local _ ...,.
ptollibil or limit _ IClMtia by i.. emploJces cI1uiDJ lbeir worItiDc Iloun ud IDDy ptoIlibit OIlimi.
ealry iDlo pcl11DlClllDl oIf'lCClI for sucII pu_ dUMe_elloun.
CaL Gov'I Code f J209.
Y7. See ..nerallv Pcoole v. Bollin. T1 Cat App. 3d 635, 143 CaL Rpll. 131 (4111 Diat. 1978) (sua:cafuI_
procecution of county supervisor rOt milUlinl public funds rOt improper political putpOK&). ~ Cat Gov't Code I
31J11 eAny city, county. or city aad county charter or. in tbe absence 0(. charter plOYision, the peminC body of AD)' local
-&'CDcy Ind any agency not subject to Section I92S! by atablisbing rules and regulations, may prohibit or otberwile restrict
lbe (oUDWinc: (a) Officcrs and employocs .npeine in poliliceJ aaMly durine woru'e houts[; and] (1)) Political activilics CD
IlIe premila of the local all"ncy.").
38. California Gowrnme'l Code scctioa 3206 says:
No officer or employ<e of 0 local qency ...... participale iD poII'iceJ 0CliYi1ics of uy ItiDcI
wttiJc iD uniform.
CaL Gov'I Code f 3206.
39. ~ S'an"'n. 17 Cat 3d at 221, 130 Cat Rplr. at m~
40. !!!.
41. ~ 17 Cal. 3d al 226-227, 130 Cal. Rpll. at 711 (rUldi'e tIIa. 'public orrlCiels must use due ca"" i.s,. teUODDblc
diligence in authorizing the expenditure o( public fundi. and may be wbject to pemooalliabilicy (or improper expmditurca
made in the. absence of due care-).
42. ~ 17 Cat 3d at 226-227. 130 Cal. Rplr. at 711 (fi.dinS tllal 'public ofrlci.als mus' use due ca.... i.s,...-Ic
diliaence in I.ulhorizina: the expenditure of public funds. ud may be subject to pcaonalliabUity ror improper expenditures
made. in the absence of due care-).
43. See ..nerallY Tenwolde v. Countv of San Dieto. 14 Cat App. 4tb 10113, 17 Cat Rplr. 2d 789 (41h DisI. 1993).
9
.
". .
44. III T .. 14 CIL App. 4lIl1l1WU5, 11 CIL Rplr. 3d II 'lMo97.
45. III CIL ... Code II 'lZ.S(1I) (_ ol poIIIIc r-k to _ . polIIkaI- to o.ppart ......... - -);
G4( . ........ '~ol"""r-k);-(-).IIuIIIlP . Y.- . 77C1LApp.3d61S,lGCIL.,...731
(4lIl DI& 1J'lI) (p- . ol-, . ...... r.. .t I . 'r aod._ ...... -,........... ...
-, radIIIIa). . .
10