LTC 217-2009 SB 216 - Restrictions on Local Government, Local Elected Officials, and Local Government Employee Expressions in Issue ElectionsC':. ~: +~1Cfl
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OFFICE OF TI IE CITY fvtANAGER - i ~
NO.LTC# 217-2009 LETTER TO COMMISSION
TO Mayor Matti H. Bower and Members of the City
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FROM: Jorge M. Gonzalez, J
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City Manager.. Lr~' ~ (
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DATE August 12, 2009
sus~ECr SB 216 -Restrictions on Local Government, Local Elected Officials,
and Local Government Employee Expressions in Issue Elections
Attached for your perusal is a Memorandum distributed by Kraig A. Conn, Legislative
Counsel, Florida League of Cities, Inc., staling that in the 2009 legislative session, the Florida
Legislature passed SB 216 relating to restrictions on local government expressions in issue
elections. The bill was approved by the Governor and has been assigned Chapter Law
Number 2009-125. SB 216 is referred to as "the new law" in the attached document. "The
now low' is effective on July l , 2009.
JMG/REP
Cc: Jose Smith, City Attorney
Hilda Fernandez, Assistant City Manager
Tim Hemstreet, Assistant City Manager
Robert Middaugh, Assistant City Manager
r:\CICk\C CiVOkMS\S9 215 - keatrioiion or Expressincs in bsee Pa^iions.hc.Joc
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Memorandum
TO: Florida Municipal Attorney Association Conferees
FROM: Kraig A. Conn, Legislaiive Counsel
RE: SB 21G - Restrictions on Local Goventment, Local Elected Official, and Local
Government Employee Expressions in Issue Elections
DATE: July 1G, 2009
In the 2009 legislative session, the Florida Legislature passed SB 21G relating to restrictions on
local government expressions in issue elections. The bill was approved by the Governor and has
been assigned Chapter Law Ntnnber 2009-125 (copy attached). SB 21G is referred to as "the
new law" in this paper. The new law is effective on July 1, 2009.
Under the new law, a local govemment, local elected official, local govenunent employee, or
person acting on their behalf wuld, to one degr~x; or another, be prohibited or restricted from
taking an advocacy position on a multitude of ballot issues, ineluditig but not limited to: local
option sales taxes or bond referenda to provide essential infrastructure or community services
(roads, parks, schools, sewers, courthouses, jails, health care, cteJ; land use and comprehensive
planning activities (local or state "hometown democracy" type proposals); or proposed state
constitutional amendments. The new law does not apply to the stato, state elected officials, or
state employees.
Attached is a summary of the new law, which attempts to provide a basic understanding of the
law's standards, the process for alleged violations, and potential criminal and civil penalties for
violations. How the new faw is interpreted and implemented will rest primarily with the
enforcement entities: the Florida Elections Commission and local state attorneys. The s~tandazds
imposed by the new law, and restrictions on statements or activities of local governments, local
elected officials, local govemment employees, and persons acting on their behalf, are vague and
subject to interpretation.
301 South Bronough Street ~ Post Offrce Box 1757 ~ Tallahassee, FL 32302-1757
Telephone (850) 222-9684 ~ Suncom 278-5331 • Fax (850) 222-3806 ~ Website:www.flcities.com
tinderstandiug the New Law
SB 216 amends the Florida Elecfions Code by creating section 106.113, Florida Statutes.
Chapter ] 06 of the Florida Elections Code focuses on campaign financing. In general, the new
law prohibits a local government, or any person on the local government's behalf, from spending
public funds to advocate for the passage or defeat of any issue, referendum, or amendment going
to a public vote. Because the new law is in Chapter 106. Florida Statutes, any alleged violation
falls under the jurisdiction of either the filorida Elections Commission or the local stair attorney.
The new law defines "local government" as a county, municipality, school district or other
political subdivision in the state, along with any entity, such as a department, boazd, commission:
or authority, of a county, municipality, school district, or other political subdivision. This
defnition appears to be broad enough to include citizen advisory boards and other "volunteer"
boards such as local planning agencies, code enforcement boazds, and economic development
boards.
"Public funds" is defined as all monies under the jurisdiction or control of the local government.
This definition appears to include any amount of money, even a few dollars, if the money is
under a local government's control. This defurition also appears to include any amount of
money used to pay for typical local government expenses, such ac computers, printers, paper,
copiers, telephone service, utility service, employee salaries, or just about any other item
provided or expense;incurred by a local government. In-kind services provided by a local
government to another person or entity, such as copying or postage, may also meet Phis
definition.
The new law prohibits a local government or a person acting on behalf of a local govcmmeat
from expending or authorizing the expenditure of public funds fora "political advertisement" or
"electioneering communication" concerning an issue, referendum, or amendment Urat is subject
to a vote of the electors. The new law also prohibits a person or group from accepting public
funds for one of these restricted expendiluxes. The new taw specifically states that no public
funds may be expended regarding any "state question," such as a proposed aznendment to the
Florida Constitution. The Florida Elections Code defines a "political advertisement" and an
"electioneering communication."
"Political advertisement" means a paid expression in any communications media, such as radio,
television, newspaper, magazine, lntemet, outdoor advertising, campaign lilenture, direct mail,
display or otherwise, ocher than the spoken word in direct conversation, which expressly
advocates the approval or rejection of an issue. Sex;Gun 106.011(17), Florida Statutes. By
definition, "political advertisement° means a paid expression in any form other than a direct
verbal conversation, which expressly advocates a position on a ballot issue, whether in support or
opposition. "fhere m•e n.•rrrowly drawn exceptions fora "political advertisement," none of which
likely would ever apply to the prohibitions in the new law. r
"Electioneering communicaiion" means a paid expression in any communications media
(examples noted above under "political advertisement") by means other than the spoken word in
direct conversation, which contains a clear reference indicating that an issue is to be votexl on at
an electiun, without expressly advocating for the passage or defeat of the issue. A
communication bewmes an "electioneering communication" when the issue is designated a
ballot position or 120 days before the date of the election on the issue, whichever occurs first.
Section 106.011(18), Florida Statutes. By definition, "electioneering communication" means a
paid expression in any form other than a direct verbal conversation, which references a ballot
issue but does not expressly advocate for the passage or defeat of the issue. There are narrowly
drawn exceptions for an "electioneering communication," some of which could apply in very
limited circumstances to the prohibitions in the new law. Z
` A "political advertix;menY' does not include a statement by an organization, in cxist~ce prior
to the time an issue is placed on the ballot for an election, in support of or opposition to the issue,
in that organization's newsletter, which newsletter is distributed only to the members of the
organization. Also excluded is an editorial endorsement by any newspaper, radio, or television
station, or other recognized news medium.
' An "clecticneering communication" does not include a statement or depiction by an
organization, in existence prior to the time an issue identilied is placed on the ballot for election,
made in the organization's newsletter, which newsletter is distributed only to members of the
organizatiou. Also excluded is an editorial endorsement, news story, commentary, or editorial
by any newspaper, radio, television station, or other recognized news media. Additionally, an
"electioneering connnunication" does not include a commrrnirxGon that wnstitu[es a public
An important factor in determining if a particular statement or activity is a "political
advertisement" or an "electioneering communication" is whether fne statement or activity is a
"paid expression." There does not appear to bt: any guidance from the Elections Commission or
otherwise as to what is a "paid expression." For instance, if a mayor submits an article to a
magazine on a pending ballot issue, will that be determined to be a "paid expression"?
Moreover, if a city pays a cable company to broadcast the meeting of its governing body and the
governing body discusses the merits of a pending ballot issue, will that be determined to be a
"paid expression"? Likewise, if a city's staff compiles a paper on the impact a pending ballot
issue will have on the city and the city posts the paper on its Internet site, will that be determined
m be a "paid expression"?
The Elections Commission and state Division of Elections have provided very little formal
guidance on the application of laws governing political advertisements or electioneering
communications. This in turn makes it very difficult to provide concrete guidance on the
prohibitions contained in the new law. Moreover, a federal district court luu entered a
permanent injunction enjoining the Elections Commission frotn enforcing Florida's
electioneering communications laws on the grounds they aze unconstitutional, Broward
Coalition of Condominiums homeowners Associations and Community Qrganizations, Inc. v.
Browning, Case No.: 4:08cv445-SPM/WCS (United States District Court, Northern District of
Florida, May 22, 2009). The Order was not appealed; however, the provisions of the new law
were not specifically referenced in the Order.
The new law creates several exceptions; however, the exceptions compound fire vagueness of the
new law and lend the new law to mul*iple interpretations.
The new law states the prohibition on using public funds does not apply to an electioneering
communication from a local government or a person acting on behalf of a local government that
debate or fonun that includes one advocate and one opponent of an issue, or a communication
that solely promotes such a debate; or fonun and is made by or on behalf of the person sponsoring
the debate or forum, provided the entity holdinK the debate or fonnn meets set criteria.
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is limited to "factual information." Thus, the new law appears to allow public funds to be used
to provide a paid expression in any communications media on a ballot issue as long as the
information is factual in nature, and does not advocate for the passage or defeat of the issue. The
question whether information is "factual" is critical to this exception, and appears to be left to
either the state attorney or the Elections Commission. One need only consider the typical
referenda issues to understand how nuanced the phrase "factual information" might be in
application. For example, is a statement that a proposed pemry sales tax increase for roadway
improvements will "improve the quality of life in City A" factual or not? Or that a penny sales
tax increase for green space acquisition will "help protect the environment"? Or that a bond
issue to build a new jail will "protect public safety"? What about a statement that a proposed
state constitutiana] amendment on "Hometown Democracy" will "cost taxpayers money"? Or
that a county charter amendment proposing to cap property taxes will bring "tax relief'? If in
any of these examples the statement is detemvned to be anon-factual electioneering
communication and public fwrds have been used to make the communication, a violation of the
new law may have occurred.
Moreover, what if statements made prior to an election turn out lA be wrong after the election for
unforeseen circumstances? For example, a city's elceGoneering communication contains a
statement that a penny local option sales tax will fund three new roads, and two years later, due
to inflation, only two new roads are built. Will public officials and employees be vulnerable to
"after-the-fact" challenges when things don't go as planned?
To fwther complicate matters, the new law provides: "With the exception of the prohibitions
specified in subsection (2) (the prohibitions on using public funds for a political advertisement or
an electioneering communication on a ballot issue, except an electioneering communication
limited to factual information), this section does not preclude an elected official of the local
govetnmcnt from expressing an opinion on any issue at any time." Note that this exception
applies to only local elected officials, not to local goverrunent employees or other persons acting
on thew behalf.
It is not known how this exception will be construed. The exception appears to say that a local
elected official may express his or her opinion or advocate on any issue comung before the
voters; however, if the opinion or advocacy meets the definition of being a "politcal
advertisement" or an "electioneering communication," except an electioneering commmtication
limited to factual information, absolutely no public funds could have been used by the local
elected official in the development or dissemination of that opinion or advocacy.
As a practical matter, this exception may be difficult to implement. For example, public funds
are used in the operation of all activities of city hall, including: computers, printers, copiers,
paper, telephones, utilities, salaries and every other item or service city hall provides. Assuming
that a city elected official's particular opinion or advocation on a ballot issue meets the tlcfmition
of being a "political advertisemcni" or an "electioneering conununucttGon" (except an
electioneering communication limited to factual information), the new law would prohibit the
elected official from using a computer at city hall, a printer at city hall, a copy machine at city
hall, or any other service at city hall, which is paid for with public funds, to develop or
disseminate the opinion or advoe:ation.
Moreover, implementing the exception may he difficult because of the frequent use of public
records, generated with public funds, to advocate for or against ballot issues. Would the new law
be violated if a city elected official copies and distributes at his own expense a "factual" county
report, which was obtained under the open public records law but county public funds were used
to generate the report, and in the distribution the elected official advocates for the defeat of an
issue? What if the city elected official places a copy of a city "factual" report on the official's
own persorzl Internet Web site and, on the Web site, the official advocates on behalf of the
ballot issue covered in the report?
Analyzing Statements or Activities
When trying to determine if a particular statement or activity on a ballot issue by a local
government, local elected official, local government employee, or person acting on their behalf
could be a violation of the new law, athree-part analysis must be performed:
A. Does the statement or activity meet the standards for being either apolitical
advertisement or an electioneering communication?
A statement or activity is a "political adveriisemcnt" if:
1. "There is a "paid expression;"
2. In a "communications media," (other than the spoken word in direct
conversation);
3. Which "expressly advocates" the approval or rejection of an issue.
A statement or activity is an "electioneering commuztication" if:
1. "there is a "paid expression;"
2. In a "communications media," (other than the spoken •word in direct
conversation);
3. 'that contains a "clear rcference° indicating that an issue is to be voted on at an
election;
4. Without "expressly advocating" the passage or defeat of the issue.
If the standards for either are not met, the analysis ends and the statement or activity is
not n violation of the new law. If the standards for either are met, the next step is:
}3. Have "public fends" been expended or the expenditure authorized for the political
adveriisemerrt or electioneering communication?
1. If yes for a political advertisement, a violation of the new law may have occurred.
2. If yes for an electioneering communication, does the exception to the new law for
an el~rotioneering communication limited to "factual information" apply'? If the
exception for "factual information" does not apply, a violation of the new law
may have occwrcd.
C. Does the exception to the new law for an elected official of a local government to express
an opinion on any issue at any time apply't [It is unclear under what cucumstanccs this
exception may apply. what we do lurow is that if the opinion or advocacy by the local
elected official meets the defmition of being a "politics! advertisement" or an
"electioneering communication," except an electioneering communication limited to
factual information, the new saw would prohibit the use of public fiords in the
development or dissemination of the opinion or advocacy.]
Alleged Violations of the New Law
Because the new law creates section 106.113, Florida Statuses, any alleged violations fall under
the general investigation and penalty provisions on campaign financing in Chapter 106, Florida
Statutes. In pertinent part, section 106.]9, Florida Statutes, provides that any person who
knowingly and willfully makes or authorizes any expenditure prohibited by Chapter ] 06, Florida
Statutes, is guilty of a misdemeanor of the first degree. A misdemeanor is a criminal offense and
is enforced by the state attorney in criminal court. Penalties could include a term of
imprisonment not to exceed one yeaz and a fine equal to three limes the amount involved in the
prohibited expenditure. 'T'herefore, a local government, including the local government's elected
officials and employees, or any person or group acting on behalf of the Local government, that
intentionally uses any public funds to develop and disseminate or broadcast a message to support
or oppose any issue presented to the citizens for a vote, could be guilty of a first degree
misdereanor, subject to jail time and a substantial fore. (This same result could occur with the
intentional use ofnon-factual information.)
Chapter ] OG, Florida Statutes, also creates the Florida Elections Commission, which is within the
Department of Legal Affairs, Office of the Attorney Creneral. The Commission has jurisdiction
to investigate and deternune violations of any provision of Chapter 106, Florida Statutes. The
Commission rnust investigate all alleged violations of Chapter ]06, Florida Statutes, when any
person ar the state Division of Elections files a sworn complaint. If the Commission's staff fords
that a complaint is legally sufficient, the alleged violator is notified, which sets forth the process
far a violation determination. This process essentially requires an alieged violator (local
government, local elected official, local government employee, or person acting on their behalf)
to hire an attorney. Moreover, if the alleged violation occurs in the performance of the officer or
employee's official duties, then taxpayer dollars aze typically used to defend the otl'icex or
employee.
Complaints filed with the Elections Commission, investigation and investigative reports
compiled by the Commission, other papers in the possession of the Conunission with rwpcct to
an allegal violation, and the proceedings of the Commission, are exempt from the public records
law. However, a complainant is not bound by the confidentiality provisions applicable to the
Commission. Therefore, a complainant, once a sworn complaint is filed, may go to the media or
anywhere else describing the alleged violation made by a local government, local elected
official, local government. employee, or person acting on their behalf.
if the Commission finds that a violation of Chapter 106, Florida Statutes, has occurred, the
Commission may impose a civil penally not to exceed $1,000 per cotntt. In determining the
amount of civil penalties, the Commission must consider various mitigating or aggravating
circumstances. The Gommission may also bring civil actions in court for relief, including
temporary or permanent injunctions, restraining orders, or any other appropriate order for the
imposition of civil penalties provided in Chapter ] 06.
Advisory Opinions
The state Division of Elections is authorized to provide advisory opinions to various persons or
organisations relating to any provisions or possible violations of Florida election laws with
respect to actions such person or organi~atian has taken or proposes to take. Section 106.23(2),
Florida Statutes. The process for requesting an advisory opinion is further delineated in
administrative rule 15-2.010, Florida Administrative Code. Rbquests for advisory opinions mast
be; submitted in written form to the Florida Department of State, Division of Elections, and must
contain certain specified information. 'fhe Division of Elections must prepare a wririen response
to the request in a timely manner, however, it is nut unusual for the Division to provide a written
response tluee or more months after a request.
CfIAPTER 2009-125
Senate Bill No. 216
An net relating to campaign financing; creating s. 106.113, F.S.; defin•
ing the terms "local government" and "public funds"; prohibiting a
local government from expending, and a person or group from ac-
cepting, public funds for a political advertisement or electioneering
commi:riication cvnceming an issue, referendum, or amendment
that is subject to the vote of the electors; providing an exception fbr
certain electioneering communications; c}ariPyirig restrictions with
respect to local officials; providing an effective date.
13e. Lt F.nactod by the Legislature of the State of Florida:
Section 1. Section 106.113, Florida Statutes, is created to read:
1.06.),13 Exnenditures by local governnients.-
(1) As used in this section the term:
(a) "Local eovemmeat" means:
1. A county. munic{gality school district, or other political subdivision in
t)}js state: and
~ Anv department, a¢encv, board bureau. district. commission. author-
ity, or similar body of a county. municipality. school district. or othgy p~liti-
cal subdivision of this state.
(b) `Public funds" means all moneys under the jurisdiction or control of
the local eovemment.
~A local ttovemment or a person actin¢ on behalf of iocal government
may not emend or authorize the expenditure of. and a person or~roup m~
not accent. public funds for a political advertisement or elections~eriptt coni~
munication conccrniuz an issue referendum, or amenaTtl.P~}i , includinz a~
state auestion, That is subject to a vote of the electors This subsection does
not ap~v to nn electioneerine communication from a local eovernmeat or a
person acting on behalf of a local eovernrrient which is limited to factual
information.
(3) With the exception of the prohibitions specified in subsectior. (2). this
sect~iQ~i ,des not preclude an elected official of the local governmettf.~r..~m,
gxpresaina an opinion on any issug at ~np time.
Section 2. This act shall take effect July 1, 2009.
Approved by the Governor June Z0, 2009.
Filed in UfSoe Secretary of State June I0, 2009.
1
COlliNG: Words e6riclccw are deletions; words underlined nra additions.