SR-104-000-02 (2)
'A
APR 2 " 2801
f:\atty\mu n i\strpts\ces\electionscode2d. wpd
City Council Meeting 4-24-01
Santa Monica, California
TO: Mayor and City Council
FROM: City Staff
SUBJECT: An Ordinance of the City Council of the City of Santa Monica Adding
Sections 2.12.270 and 11.04.005 and Deleting Section 2.32.040 of the Santa
Monica Municipal Code to Clarify the City Clerk's Responsibilities And
Amending Chapter 11.04 of the Santa Monica Municipal Code to Clarify
Election Procedures
Introduction
At its meeting on March 27, 2001, the City Council introduced for first reading an ordinance
amending the Municipal Code to clarify the City Clerk's responsibilities and the City's
election procedures. The ordinance is now presented to the City Council for adoption.
Recommendation
It is respectfully recommended that the accompanying ordinance be adopted.
PREPARED BY: Marsha Jones Moutrie, City Attorney
Cara Silver, Deputy City Attorney
Maria Stewart, City Clerk
7A
APR 2 " 2001
F:\A TTY\M U N I\LA WS\CES\ElectionsCode. wpd
City Council Meeting: March 27, 2001
Santa Monica, California
ORDINANCE NUMBER
(CCS)
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF SANTA MONICA
ADDING SECTIONS 2.12.270 AND 11.04.005 AND DELETING
SECTION 2.32.040 OF THE SANTA MONICA MUNICIPAL CODE
TO CLARIFY THE CITY CLERK'S RESPONSIBILITIES AND
AMENDING CHAPTER 11.04 OF THE SANTA MONICA MUNICIPAL CODE
TO CLARIFY ELECTION PROCEDURES
THE CITY COUNCIL OF THE CITY OF SANTA MONICA DOES ORDAIN AS
FOLLOWS:
SECTION 1. Section 2.12.270 is added to the Santa Monica Municipal Code to
read as follows:
2.12.270 City Clerk Title and Responsibilities
1. The City Clerk shall at times be referred to as the Director of
Records and Election Services. For Purposes of this Code. the titles are
interchangeable and the Director of Records and Election Services shall
have the same duties as the City Clerk.
2. In addition to the duties set forth in Charter Section 7.07. the City
Clerk shall have power and be reQuired to:
(a) Direct. plan and manage the activities ofthe Records and Election
Services Department.
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(b) Maintain the City's legislative history of action taken by the City
Council. the Housing Authority. the Parking Authority. the Redevelopment
Agencv and the Public Finance Authoritv.
(c) Administer municipal elections in accordance with Section
11.04.055.
(d) Ensure compliance with the Political Reform Act in accordance
with Section 11.04.055
(e) Prepare the City Council agendas and minutes
(f) Direct the operation of the City's Mail Room and Print Shop
(g) Administer the City's Record Management Program
(h) Attest to the execution by the City Manager of all conveyances.
contracts and agreements executed by the City Manager pursuant to the
provisions of Section 2.32.030.
(i) Have charge of the City seal in accordance with Section
2.32.020(b ).
SECTION 2. Santa Monica Municipal Code Section 2.32.040 is hereby repealed
in its entirety.
2.32.040 Attesting by Clerk.
There hereby is assigned to the City Clerk the additional function of
attesting to the execution by the City Manager of all conveyances, contracts
and agreements executed by the City Manager pursuant to the provisions of
Section 2.32.030 hereof.
2
SECTION 3. Section 11.04.005 is added to the Santa Monica Municipal Code to
read as follows:
11.04.005 City Clerk Duties
1. The City Clerk is charged with the duty of conductina all municipal
elections under this Chapter and under the California Elections Code. Ifthe
City elects to consolidate a municipal election with the County of Los
Angeles. the City Clerk shall be charaed with coordinating the consolidated
election with the County of Los Angeles.
2. The City Clerk shall be the filing officer for the purposes of the
California Political Reform Act.
SECTION 4. Section 11.04.010 of the Santa Monica Municipal Code is amended
to read as follows:
11.04.010 Nomination of candidates.
Not earlier than the 113th day nor later than 5:00 p.m. the close of
business on the 88th day before a municipal election, the voters may
nominate candidates for election by signing a nomination petition. If
nomination papers for an incumbent officer are not filed by 5:00 p.m. the
close of business on the 88th day before the election, the voters shall have
until 5:00 p.m. the close of business on the 83rd day before the election to
nominate candidates other than the incumbent for the elective office. Each
candidate shall be proposed by not less than one hundred (100) voters, but
only one candidate may be named in anyone nomination petition. Any
3
person registered to vote at the election may circulate a nomination petition.
Where there are full terms and short terms to be tiled, the term shall be
specified in the nomination petition. All nomination petitions must be tiled
with the City Clerk.
SECTION 5. Section 11.04.121 is added to the Santa Monica Municipal Code to
read as follows:
11.04.121 Ballot Designations
1. In determining whether to accept a pro Dosed ballot designation.
the City Clerk shall utilize the Secretary of State Ballot Designation
Regulations set forth in ChaDter 7 of the California Administrative Code. as
modified from time to time. To the extent this ChaDter conflicts with the
Secretary of State Ballot Designation Regulations. the provisions of this
Chapter shall Drevail.
2. To facilitate review of a candidate's proDosed ballot desiqnation by
the City Clerk. each candidate must submit. at the time of filing his or her
DroDosed ballot designation on the Declaration of Candidacy. a comDleted
Ballot Designation Worksheet on a form Drovided by the City Clerk. In
addition to the information Drovided in the Worksheet. the City Clerk may ask
a candidate to Drovide additional information. The City Clerk must notify the
candidate in the most expeditious manner of any reiection of a ballot
desiqnation within 3 working days of the candidate's submission. If the City
Clerk reiects the ballot designation. the candidate shall have 3 additional
4
working days to submit an alternate designation. together with a completed
Ballot Designation Worksheet.
SECTION 6. Section 11.04.125 is added to the Santa Monica Municipal Code to
read as follows:
11.04.125 Rebuttal Arguments
If any person submits an argument aaainst a city measure. and an
argument has been filed in favor of the city measure. the City Clerk shall
immediately send copies of that argument to the persons filing the argument
in favor of the city measure. The persons filing the argument in favor of the
city measure may prepare and submit a rebuttal to the argument against the
measure not exceeding 250 words. Such rebuttal shall be signed by anyone
of the persons filing the original argument. any combination of the persons
signing the original argument or by all of the persons filing the original
argument. The rebuttal shall not be signed by any person who did not sign
the original argument nor shall it contain more than 5 signatures.
The City Clerk shall send copies of the argument in favor of the
measure to the persons filina the araument against the city measure. who
may prepare and submit a rebuttal to the argument in favor of the city
measure not exceeding 250 words. Such rebuttal shall be signed by any
one of the persons filing the original argument. any combination of the
persons signing the original argument or by all of the persons filing the
original argument. The rebuttal shall not be signed by any person who did
5
not sign the original argument nor shall it contain more than 5 signatures.
The rebuttals shall be filed with the City Clerk not more than 10 days
after the final date for filing original arguments or the date fixed by the City
Clerk. whichever date is later. Rebuttals shall be printed in the same manner
as the original arguments. Each rebuttal shall immediately follow the original
argument it seeks to rebut.
SECTION 7. Section 11.04.150 of the Santa Monica Municipal Code is amended
to read as follows:
11.04.150 Distribution of information for candidates and
committees.
In order to insure that each candidate and proponent or opponent of
a measure has full opportunity to understand and fulfill the requirements of
the Political Reform Act state and Municipal Code, the City Clerk shall make
available to each candidate. to each proponent or opponent of a measure
and to each committee supporting or opposing a measure the latest revision
of the State of California Information Manual on Campaign Disclosure
Provisions of the Political Reform Act and a schedule outlining required
filings offiling dates for campaign statements. In addition, candidates are to
receive a list outlining basic municipal candidacy requirements.
SECTION 8. Section 11.04.155 is added to the Santa Monica Municipal Code to
read as follows:
6
11.04.155 Election Filing Reauirements.
1. Time Deadline. Unless this Chapter provides otherwise. all
documents required to be filed under this Chapter. the California Elections
Code or the California Political Reform Act must be received by the City
Clerk bv the close of business on the date specified for filing. If the City
Clerk's office is closed on that date. all such documents shall be submitted
no later than the close of business on the business day immed iately following
the date specified for filing.
2. Facsimile Signatures. All documents required to be siQned and
filed with the City Clerk pursuant to this Chapter. the California Elections
Code or the California Political Reform Act. shall contain original signatures.
Facsimile signatures shall not be substituted for original signatures. except
as provided in Section 11.04.155(3).
3. Absent Voter Ballot Request. A voter may request an absent voter
ballot by original or facsimile signature.
SECTION 9. Section 11.04.171 is added to the Santa Monica Municipal Code to
read as follows:
11.04.171. Fees for Petitions.
There shall be no fee for filing a petition for recall. initiative.
referendum or amendment of the City Charter.
7
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SECRETARY OF STATE
BALLOT DESIGNATION REGULATIONS
Chapter 7. Ballot Designations
S 20710.
General Provisions.
(a) The regulatory purpose of this Chapter is to ensure the accurate designation of the
candidate upon the ballot in order that an Informed electorate may Intelligently elect one
of the candidates.
(b) The Secretary of State shall, at all times, apply and interpret the provisions of
Elections Code ~ 13107 and the regulations included in this Chapter in a manner
consistent with the regulatory purpose of this Chapter.
(c) Candidates are not required to use a ballot designation pursuant to Elections Code
9 13107. subdivision (a), and may opt to leave the space for such a designation on the
ballot blank. In order to notify the elections official as to whether he or she will use a
ballot designation or will opt to leave the ballot designation space blank, the candidate
must initial the appropriate box on the Declaration of Candidacy or otherwise so indicate
on the Declaration of Candidacy.
(d) Pursuant to Elections Code ~ 13107, .subdivision (a). a candidate may submit a
proposed ballot designation pursuant to anyone of the four provisions specified in
Elections Code 9 13107, subdivision (a), subparts (1) through (4). applicable to that
candrdate. The candidate shall be free to select from which of the applicable four
subparts he or she is submitting his or her proposed ballot designation.
(e) The regulations set forth in this Chapter shall apply only to elections held for offices
for which elections returns are certified by the Secretary of State of the State of
California.
(f) Whenever, the word "should" is used in this Chapter, it is recommended, not
mandatory.
Note: Authority: Section 12172.5, Government Code
Reference: Section 13107, Elections Code
~ 20711. Ballot Designation Worksheet
(a) In order to facilitate review of a candidate's proposed ballot designation by the
Sec~etary of.StatE~ pursuant to Elections Code ~ 13107, the candidate may submit, at
the time of filing hIS or her proposed ballot designation on the Declaration of Candidacy,
a completed Ballot Designation Worksheet on a form provided by the Secretary of
State.
S.cralury of SI.I.
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(i) The title of the position or positions which he or she claims supports the proposed
ballot designation;
(ii) The dates during which the candidate held such position;
(Hi) A description of the work he or she performs In the position;
(Iv) The name of the candidate's business or employer;
(v) The name and telephone number of a person or persons who could verify such
information: and
(vi) A statement that the professions, vocations or occupations relied upon to support
the proposed ballot designation constitute the primary, main or leading professions.
vocations or occupations of the candidate. In accordance with the definition of the term
"principal" as set forth at 9 20714, subdivision (b).
(D) If the candidate submits a ballot designation pursuant to Elections Code 9 13107,
subdivision (a}(4), the candidate should indicate the date on which he or she was
appointed to the office for which he or she is an appointed incumbent.
Cd) The candidate may attach or append any supporting documents or other exhibits to
his or her 8allot Designation Worksheet which he or she believes support his or her
proposed ballot designation. Such attached documents or other e~hibits shall be
deemed to be incorporated by reference as part of the candidate's Ballot Designation
Worksheet and shall be considered as such by the Secretary of State.
Note: Authority: Section 12172.5, Government Code
Reference: Section 13107, Elections Code
i 20712. Proposed Ballot Designations Submitted Pursuant to Elections Code
~ 13107. Subdivision (a)(1).
Proposed ballot designations submitted pursuant to Elections Code 9 13107,
subdivision (a)(1), shall be subject to the following provisions:
(a) In the case of candidates holding elective city, county, district. state, or federal
office, the candidate's ballot designation shall be the elective office which the candidate
holds at the time of filing the nomination documents.
(b) In the case of judicial officers, the candidate's ballot designation shall be the
elective office which the candidate holds at the time of filing the nomination documents.
(c) There shall be no word count limitation applicable to ballot designations submitted
pursuant to Elections Code 9 13107. subdivision (a)(1).
Seer'lulY or SI'le
Bal/o' 01llgn8110n RIgulaUonl
January 14. 1;518
3
(d) Proposed ballot designations indicating a position of legislative leadership, such
as "Majority leader of the California Senate," "Minority Leader of the California State
Assembly," "Speaker of the California State Assembly," "President Pro Tempore of the
California State Senate," and the like, are not elective offices described in Elections
Code ~ 13107, subdivision (a)(1). Such ballot designations are improper, pursuant to
Elections Code ~ 13107, subdivision (a)(1). They may, however, be considered under
the provisions of ~ 13107(a)(3).
(e) Proposed ballot designations indicating that the candidate is a member of the state
or county central committee of a political party. or an officer of a state or county central
committee of a political party, are improper, as such positions do not constitute elective
county or state offices as specified in Elections Code ~ 13107, subdivision (a)(1).
Note: Authority: Section 12172.5, Government Code
Reference: Section 13107, Elections Code
S 20713. Proposed Ballot Designations Submitted Pursuant to Elections Code
S 13107, Subdivision (a)(2).
Proposed ballot designations submitted pursuant to Elections Code ~ 13107,
subdivision (a)(2), shall be subject to the following provisions:
(a) A proposed ballot designation submitted pursuant to Elections Code 9 13107.
subdivision (a)(2) , Is limited' "incumbent," as that term is defined in Elections Code ~
13107. subdivision (a)(2).
(b) The term "incumbent" must be used as a noun. It shall not be used in conjunction
with any other words, including any accompanying adjectives or modifiers, and must
stand alone. A candidate qualified to use this designation pursuant to Elections Code ~
13107. subdivision (a)(2), shall be entitled to. use the ballot designation dlncumbent."
(c) The word "incumbent" is strictly limited for use in ballot designations submitted
pursuant to Election~ Code ~ 13107, subdivision (a)(2), and may not be used as an
adjective In any other ballot designation.
Note: Authority: Section 12172.5, Government Code
Reference: Section 13107, Elections Code
S 20714. Proposed Ballot Designations Submitted Pursuant to Elections Code
i 13107, Subdivision (8)(3).
Proposed ballot designations submitted pursuant to Elections Code 9 13107,
subdivision (a}(3), shall be subject to the following provisions:
(a) !he terms "profession," "vocation," or "occupation," as those terms are used in
Elections Code 9 13107, subdivision (a)(3), are defined as follows:
Secretary or Slate
Ballot DD.lgnatlon Rogula\lon~
January 14. 1998
4
(1) "Profession" means a field of employment requiring special education or skill and
requiring specific knowledge of a particular discipline of learning or science. The labor
and skill involved In a profession is predominantly mental or intellectual, rather than
physical or manual. Recognized professions generally include. but are not limited to,
law, medicine, education, engineering, accountancy, and journalism. Examples of an
acceptable designation of a "profession," as defined In Elections Code ~ 13107.
subdivision (a)(3), Include, but are not limited to, l'attorney," "physician," "accountant,"
"architect," and Mteacher."
(2) "Vocation" means a trade, a religious calling, or the work upon which a person, in
most but not all cases, relies for his or her livelihood and spends a major portion of his
or her time. As defined, vocations may Include, but are not limited to, religious ministry,
child rearing, homemaking, elderly and dependent care, and engaging in trades such
as carpentry, cabinetmaking, plumbing, and the like. Examples of an acceptable
designation of a "vocation," as defined in Elections Code ~ 13107, subdivision (a)(3) ,
include, but are not limited to, "minister," "priest," "mother," "father," "homemaker,.
"dependent care provider," "carpenter," "plumber," "electrician," and "cabinetmaker."
(3) "Occupation" means the employment in which one regularly engages or follows as
the means of making a livelihood. Examples of an acceptable designation of an
"occupation," as defined in Elections Code ~ 13107, subdivision (a)(3), include, but are
not limited to, "rancher," "restaurateur," "retail salesperson," "manual laborer,"
"construction worke~," "computer manufacturing executive," "military pilot," "secretary,.
and "police officer."
(b) "Principal," as that term is used in Elections Code ~ 13107, subdivision (a)(3),
means a substantial involvement of time and effort such that the activity is one of the
primary. main or leading professional, vocational or occupational endeavors of the
candidate. The term "principa/" precludes any activity which does not entail a
significant involvement on the part of the candidate. Involvement which is only
nominal, pro forma, or titular in character does not meet the requirements of the
statute.
(1) If a candidate is licensed by the State of California to engage in a profession,
vocation or occupation, the candidate is entitled to consider it one of his or her
"principal" professions, vocations or occupations jf (i) the candidate has maintained
his or her license current as of the date he or she tiled his or her nomination
docu":,ents by complying with all applicable requirements of the respective licensure,
Including the payment of all applicable license fees and (Ii) the status of the
candidate's license is active at the time he or she filed his or her nomination
documents.
(2) A candidate who holds a professional, vocational or occupational license issued
by the State of California may not claim such profession, vocation or occupation as
one of his or her "principal" professions, vocations or occupations if (i) the
candidate's licensure status is "inactive" at the time the candidate flies his or her
SICI'lIllry of Sill,
eallot O..lgnlllon Rogulltlon.
Jlnulry 14. lSSe
5
nomination document, or (Ii) the candidate's license has been suspended or revoked
by the agency issuing the license at the time the candidate files his or her
nomination documents.
(e) In order for a ballot designation submitted pursuant to Elections Code ~ 13107,
subdivision (a)(3), to be deemed acceptable by the Secretary of State, it must
accurately state the candidate's principal professions, vocations or occupations, as
those terms are defined in subdivisions (a) and (b) herein. Each proposed principal
profession, vocation or occupation submitted by the candidate must be factually
accurate, descriptive of the candidate's principal profession, vocation or occupation,
must be neither confusing nor misleading, and must be in full and complete compliance
with Elections Code ~ 13107 and the regulations Included in this Chapter.
(d) If the candidate Is engaged in a profession, vocation or occupation at the time he or
she tiles his or her nomination documents, the candidate's proposed ballot designation
is entitled to consist of the candidate's current principal professions, vocations and
occupations. In the event the candidate does not have a current principal profession,
vocation or occupation at the time he or she files his or her nomination documents, the
candidate may use a ballot designation consisting of his or her principal professions,
vocations or occupations, which the candidate was principally engaged in during the
calendar year immediately preceding the filing of the candidate's nomination papers.
(e) A candidate may engage in multiple principal professions, vocations or
occupations. Accordingly, the candidate may desIgnate multiple p~incipal professions,
vocations or occupations_ If a candidate proposes a ballot designation including multiple
principal professions, vocations or occupations, the proposed ballot designation must
comply with the following provisions:
(1) The proposed ballot designation must comply with the three-word limitation
specified in Elections Code 9 13107, subdivision (a)(3), and as implementeq pursuant to
subdivision (1) herein. I
(2) Each such proposed profession, vocation or occupation shall be separately
considered by the Secretary of State and must independently qualify as a "principal"
profession, vocation or occupation, as that term is defined pursuant to subdivision (b)
herein.
(3) When multiple professions, vocations or occupations are proposed as a ballot
designation, they shall be separated by a slash ('If'). An example of an acceptable
designation would be "Legislator/Rancher/Physician.'
(f) Pursuant to Elections Code ~ 13107, subdivision (a}(3), the candidate's ballot
designation shall be limited to not more than three (3) words. The following rules shall
govern the application of the three word limitation:
(1) The proposed ballot designation shall be grammatically correct, generic, and all
words must be spelled correctly.
Secretlry of State
e.llol Oell;nltlon Rogullllon.
JanuI'Y '., 1 Q98
6
(2) Punctuation shall be limited to the use of a comma (e.g., District Attorney, Los
Angeles County) and a slash (e.g., Legislator/Rancher/Physician), pursuant to
subdivision (e) of this section. A hyphen may be used if, and only if, the use of a
hyphen is called for In the spelling of a word as it appears in a standard reference
dictionary of the English language.
(3) All California geographical names shall be considered to be one word and shall be
limited to the names of cities, counties and states. The names of special districts and
political subdivisions are not "geographical names," as the term Is used in Elections
Code 9 13107, subdivision (a)(3). If the candidate desires, the geographical name may
be used in the form of "City of . . . ." "County of . . . . n or "City and County of . . ..
Examples of geographical names considered to be one word include Tehama County,
Los Angeles County and County of Sacramento.
(4) An acronym shall be counted as one word.
Note: Authority: Section 1,2172.5, Government Code
Reference: Section 13107, Elections Code
620715. Proposed Ballot Designations Submitted Pursuant to Elections Code
~ 13107, Subdivision (a)(4).
(a) Pursuant to Elections Code 9 13107, subdivision (a)(4), a candidate may propose a
ballot designation consisting of the phrase "appointed incumbent" if the candidate holds
an office, other than a judicial office, by virtue of appointment. and the candidate is a
candidate for election to the same office. The candidate may not use the unmodified
word "incumbent" or any words designating the office unmodified by the word
"appointed."
(b) Pursuant to Elections Code 9 13107, subdivision (a){4), a candidate may propose
a ballot designation consisting of the word Nappointed" in conjunction with the elective
office, if the candidate Is a candidate for election to the same office or to some other
office. The candidate may not use any words designating the office unmodified by the
word "appointed. n
(c) There shall be no word count limitation applicable to ballot designations submitted
pursuant to Elections Code 9 13107, subdivision (a)(4).
Note: Authority: Section 12172.5, Government Code
Reference: Section 13107, Elections Code
I 20716.
Unacceptable Ballot Designations.
(a) The Secretary of State shall reject as unacceptable any proposed ballot
I designation which fails to comply with, or is otherwise inappropriate pursuant to,
Sstrtll/y 0' SIlt.
B8110t Otllgnatlon RIIQlJlation.
Jlmll'Y 1~, 19;6
7
Elections Code ~ 13107, subdivision (a); is prohibited pursuant to Elections Code ~
13107. subdivision (b); is misleading; or is otherwise improper pursuant to the
regulations set forth in this Chapter.
(b) The following types of activities are distinguished from professions, vocations and
occupations and are not acceptable as ballot designations pursuant to Elections Code 9
13107, subdivision (a)(3):
(1) Avocations: An avocation Is a casual or occasional activity, diversion or hobby
pursued principally for enjoyment and in addition to the candidate's principal profession,
vocation or occupation. Avocations may include. but are not limited to, hobbies, social
activities, volunteer work, and matters pursued as an amateur.
(2) Pro Forma Professions, Vocations and Occupations: Pro forma professions,
Ivocations or occupations are positions held bV the candidate which consume little or
none of the candidate's time and which, by their nature, are voluntary or for which the
candidate is not compensated. Pro forma professions, vocations and occupations may
include, but are not limited to, such pursuits as honorary peace officer, volunteer
I firefighter, honorary chairperson, honorary professor, goodwill ambassador, official host
or hostess and the like.
(3) Statuses: A status is a state, condition, social position or legal relation of the
candidate to another person, persons or the community as a whole. A status is generic
in rlature and generally fails to identify with any particular specificity the manner by
which the candidate earns his or her livelihood or spends the substantial majority of his
or her time. Examples of a status include, but are not limited to, philanthropist, activist,
patriot, taxpayer, concerned citizen, husband, wife, and the like.
(c) Pursuant to Elections Code ~ 13107, subdivision (b)(1), the Secretary of State shall
reject as unacceptable any proposed ballot designation which would mislead voters. In
making this determination, the Secretary of State shall determine whether there is a
substantial likelihood that a reasonably prudent voter would be misled as to the
candidate's principal profession, vocation or occupation by the candidate's proposed
ballot designation. The determination shall take into account the plain meaning of the
words constituting the proposed ballot designation and the factual accuracy of the
proposed ballot designation based upon supporting documents or other evidence
submitted by the candidate in support of the proposed bal/ot designation, pursuant to ~~
20711 and 20717 oflhis Chapter.
(d) A ballot designation may not comprise or include commercial Identification
information, such as a trademark, service mark, tradename, or the specific name of a
business, partnership, corporation, company, foundation. or organization. Examples of
an Improper use of commercial identification information Include. but are not limited to,
"Acme Company President," "Universal Widge" Inventor,- "Director, Smith Foundation,"
"UCLA Professor," and the like.
Seerellry of Stale
Sellot OU'llnallon Re;ullllonll
Jlnulry 1 t4, Hilla
8
(e) Pursuant to Elections Code ~ 13107, subdivision (b)(2), the Secretary of State shall
reject as unacceptable any proposed ballot designation which would suggest an
evaluation of the candidate's qualifications, honesty, integrity, leadership abilities or
character. Any laudatory or derogatory adjectives which would suggest an evaluation of
the candidate's qualifications shall not be permitted. Such impermissible adjectives
Include, but are not limited to, "outstanding," "leading," ~expert," "virtuous," "eminent,"
Ubest," Uexalted," "prominent," "famous," "respected," "honored," "honest," "dishonest,"
ucorrupt," Ulazy," and the like.
(1) Pursuant to Elections Code 9 13107, subdivision (b)(3), the Secretary of State shall
reject as unacceptable any proposed ballot designation which abbreviates the word
"retired" or places it following any word or words which it moditles. Examples of
impermissible designations include "Ret. Army General," "Major USAF, Retired" and
"City Attorney, Retired."
(g) Pursuant to Elections Code 9 13107, subdivision (b)(4), the Secretary of State shall
reject as unacceptable any proposed ballot designation which uses a word or prefix to
indicate a prior profession, vocation, occupation or elected, appointed or judicial office
previously held by the candidate. Such impermissible words or prefixes include, but are
not limited to, ~Ex-," "former," "past," and "erstwhile." Examples of impermissible
designations include "Former Congressman," "Ex-Senator," and "Former Educator."
(h) Subject to the provisions of Elections Code ~ 13107, subdivision (b)(4), use of the
word "retired" in a ballot designation is generally limited for use by Individuals who have
permanently given up their chosen principal profession, vocation or occupation. In
evaluating a proposed ballot designation including the word "retired,. the Secretary of
State will consider the following factors in making a determination as to the propriety of
the use of the term "retired":
(1) Prior to retiring from his or her principal profession, vocation or occupation, the
candidate worked in such profession, vocation or occupation for more than 5 years;
(2) The candidate is collecting, or eligible to collect, retirement benefits or other type
of vested pension;
(3) The candidate has reached at least the age of 55 years;
(4) The candidate voluntarily left his or her last professional. vocational or
occupational position;
(5) If the candidate is requesting a ballot designation indicating that he or she is a
retired public official, the candidate must have previously voluntarily retired from public
office, not have been involuntarily removed from office, . not have been recalled by
voters, and not have surrendered the office to seek another office or failed to win
reelection to the office;
S.eretlry or 5t.te
Ballot Deslgn.lion Regulation,
January ,.. 19S!
9
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designation, the summons and any other legal process should be served upon the Chief
Counsel to the Secretary of State, Legal Affairs Unit, Executive Office of the Secretary.
1500 111h Street, Sixth Floor, Sacramento, California 95814. The Chief Counsel may
designate a Deputy Secretary of State in the Legal Affairs Unit to accept service of
process on behalf of the Secretary of State.
(b) Telephone notice pertaining to any ex parte applications filed with the court by any
candidate or other interested party should be directed to the attention of the Chief
Counsel to the Secretary of State at (916) 653.7244. Counsel for all parties to such ex
parte matters are admonished that waivers of the Secretary of State's right to timely
notice and the right to personally appear at the ex parte hearing will be granted in
writing and only in limited instances.
I (c) The Secretary of State shall provide a copy of any legal actions in subdivision (a) or
(b) above to the elections official in the county of the candidate's residence and any
other county in the district.
Note: Authority: Section 12172.5, Government Code
Reference: Section 13107, Elections Code
Sal;lIIlaty of 518111
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