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Conference of California Bar Associations

Guide for Proponents

(Version 2007.1)

Table of Contents

Chapter 1: Drafting and Submitting Resolutions
Sample Resolution
Resolution Template
Chapter 2: Preparing for the Conference
Chapter 3: Strategies During the Conference


CHAPTER 1: DRAFTING AND SUBMITTING RESOLUTIONS

1. Introduction

1.1. This portion of the Guide is intended to inform proponents of the timelines, procedures, and format governing the submission of resolutions, and to suggest means of improving the content of resolutions.

2. When May Resolutions Be Submitted?

2.1. The deadline for the submission of resolutions for 2010 is March 12, 2010.

2.2. Resolutions receive equal consideration regardless of when they are submitted. However, if a resolution is timely received and it fails to substantially comply with the format prescribed for resolutions, the resolution will be returned to the proponent with instructions on how to correct the defects in the format of the resolution.

2.3. Any resolutions submitted after the final filing deadline shall be rejected unless they qualify for acceptance as either late filed resolutions or emergency late filed resolutions. For the criteria and procedure governing acceptance of those extraordinary types of resolutions, see the Rules of the Conference, Article II, paragraph 6b-c.

3. How Should Resolutions Be Submitted?

3.1. All resolutions must be submitted electronically. Any resolution that is submitted only by a printed copy will be rejected. All resolutions should be submitted as an attachment to an e-mail message sent to the Conference's Executive Director, Laura Goldin, at ExecDir@calconference.org. Do not send a printed copy or a back-up disk, because that results in confusion and unnecessary duplication.

3.2. Each resolution should be submitted as a separate word processing file, saved in either Word or Wordperfect. In your e mail message accompanying the file(s) transmission, state: your name and telephone number; your e mail address, if any; the name of the delegation or other proponent on whose behalf the resolutions are being submitted; the number of resolutions being submitted with that message or letter; the file names assigned to each resolution; and the word processing program in which each resolution is saved. If questions regarding your message or letter should be directed to someone other than you (e.g., the chair of your delegation), please include that person's contact information as well.

3.3 The File Name of the resolution should be the initials of the proponent association and the sequential number of that association's resolutions for that year. If a resolution is submitted by 10 individuals, then the last name of the first named proponent should be used. For instance, the first resolutions submitted by the Bar Association of San Francisco would be named BASF 1, BASF 2, etc. The first resolutions submitted by Jane Smith and 9 other individuals would bear the names SMITH 1, SMITH 2, etc.

3.4. Proponents sometimes seek to revise their resolutions shortly after submission. Any proposed revision of a resolution should be submitted in the same manner as the original resolution but should be accompanied by instructions that refer to the file name given to the original version. (E.g., a revision of LACB-3 would come with instructions that "This file replaces LACB-3.")

4. In What Format Should a Resolution Be Submitted?

4.1. Follow the format displayed in the Sample Resolution attached to this Guide. The various parts of the resolution are explained below.

4.2. Font, Justification, and Margins:

4.2.1. The resolution should be submitted in 12-point font, using a Times New Roman typeface, single-spaced, without justification. Margins should be one inch at top, bottom, and sides.

4.3. Title:

4.3.1. Caption your resolution with a short title of 10 words or less, identifying the subject of the resolution. For instance, the title of the sample resolution is:

Bonds: Determination of Excessiveness

4.3.2. The title should be written in initial caps like other titles and underlined.

4.4. Preamble:

4.4.1 The preamble summarizes the nature of the resolution by identifying the decision-making body to whom the resolution is directed, the law to be changed, and the nature of the change. For instance, the preamble in the sample resolution is implicitly directed at the Legislature, seeks to change Code of Civil Procedure section 996.030, and seeks to change that law by amending it:

RESOLVED, that the Conference of California Bar Associations recommends that legislation be sponsored to amend Code of Civil Procedure section 996.030 to read as follows:

4.4.2. If you wanted to add an entirely new section by that number, the preamble would read:

RESOLVED, that the Conference of California Bar Associations recommends that legislation be sponsored to add Code of Civil Procedure section 996.030 to read as follows:

4.4.3. To repeal that section, the preamble would read:

RESOLVED, that the Conference of California Bar Associations recommends that legislation be sponsored to repeal Code of Civil Procedure section 996.030 as follows:

4.4.4. To change the California Rules of Court, the preamble would read:

RESOLVED, that the Conference of California Bar Associations recommends that the Judicial Council amend [or add] [or repeal] California Rules of Court, rule 15, to read as follows:

4.4.5. To change the Rules of Professional Conduct, the preamble would read:

RESOLVED, that the Conference of California Bar Associations recommends that the Board of Governors of the State Bar of California and the California Supreme Court amend [or add] [or repeal] Rules of Professional Conduct, rule 1-100, to read as follows:

4.4.6. These forms may be adapted when dealing with other decision-makers who have authority over other laws, rules, regulations, or policies.

4.4.7 The preamble must refer to all sections or rules that the text of the resolution proposes to amend, add, or repeal. But list only the numbers of the sections or rules, not the particular subdivisions or paragraphs affected. For instance, if the resolution proposes to amend subdivision (f) of Civil Code section 1000, the preamble should refer simply to "Civil Code section 1000," not to "Civil Code section 1000, subdivision (f)."

4.5. Text:

4.5.1. The first line of the text lists only the section or rule number of the law to be amended, added, or repealed. Omit the code or set of rules of which that section or rule is a part -- for instance, just "§ 1000," not "Civil Code section 1000" -- unless the resolution seeks to change more than one code or set of rules. Do not include section captions (publisher's headings) because they may vary depending upon the publisher.

4.5.2. Begin the text of the section or rule on the next line. Do not leave a blank line between the section or rule number and the text. Do not leave a blank line between subdivisions of the text or between paragraphs within subdivisions. Leave blank lines only when multiple sections or rules are being affected. In that event, leave a blank line between the sections or rules.

4.5.3. When setting forth the text, do not use outline format. Instead, each new paragraph, whether designated as a separate subdivision or not, begins with a single tab indentation of one-half inch. The degree of indentation is the same for all levels of subdivisions. For instance, there is no greater indentation for the first line of subdivision (a)(1)(B) than there is for the first line of subdivision (b). All subsequent lines of each paragraph are flush with the left margin.

4.5.4. Contrary to practice in past years, do NOT number the lines of the text of the resolution.

4.5.5. Underline all language that is new to the section and all language that you propose to relocate within the section. (See "or ordered" in the sample resolution.) If the entire section is new, underline the entire text, including the section number. Similarly, all language to be deleted must be struck over, as if with hyphens. (See "any" in the sample resolution.) Use the "strikethrough" or "overstrike" function of your word-processing program. Do NOT use slash [/] marks or a red-lining function. The text of every resolution is followed by a blank line and this legend:

(Proposed new language underlined; language to be deleted stricken.)

4.5.6. The entire section or rule must be quoted, even though the proposed change affects only part of it, unless the Resolutions Committee chair has granted a waiver in advance. To request a waiver, send your resolution to ExecDir@calconference.org with a cover e-mail indicating what you are requesting.

4.5.6.1. If a waiver has been received authorizing you to omit a single subdivision, insert the following legend in its place:

[Subdivision (_) remains unchanged.]

See the example at subdivision (b) of the sample resolution.

4.5.6.2. If a waiver has been received authorizing you to omit multiple subdivisions, insert the following legend in their place:

[Subdivisions (_) through (_) remain unchanged.]

4.5.6.3. Like other new paragraphs, references to omitted subdivisions should be indented.

4.5.6.4. Do not leave a blank line before or after a reference to omitted subdivisions unless the next line of text is a new code section, in which case a blank line should separate the next section from the reference to the omission.

4.6. Proponent:

4.6.1. "Proponent" is stated in all caps, followed by the name(s) of the sponsoring bar association(s) or ten individual members in initial caps. For instance:

PROPONENT: XYZ County Bar Association

PROPONENTS: John Doe, Jane Roe, Robert Smith, Roberta Jones, Kevin Park, [etc., listing all ten]

4.7. Statement of Reasons:

4.7.1. This is the place in which you state the reasons why you think that the law should be changed. It must not exceed 500 words. Because this is your first opportunity to persuade the other delegates of the merits of your proposal, it should be carefully and clearly written.

4.7.2. The statement of reasons must be organized into the following three sections in the following order: "Existing Law," "This Resolution," and "The Problem."

4.7.2.1. "Existing Law" describes the law on this subject as it currently exists.

4.7.2.2. "This Resolution" describes how the resolution would change the existing law.

4.7.2.3. "The Problem" identifies the nature, severity, and frequency of the undesirable consequences that result from existing law and explains how the changes proposed in the resolution would cure or mitigate those problems.

4.7.3. Please use the format of the California Style Manual when citing to authority. For instance:

4.7.3.1. Case citations should be given in the following form: State Bar v. Resolutions Committee (1999) 81 Cal.App.4th 256.

4.7.3.2. For citations to codes, the full name should be used in references in the — e.g., Code of Civil Procedure section 1000—but abbreviations are used within parentheses. (E.g., Code Civ. Proc., § 1000.)

4.7.3.3. Unless stated otherwise, all code citations are presumed to be to California law. Therefore, you need not identify the code as being from California unless you are distinguishing California law from the law of other jurisdictions.

4.8. Impact Statement:

4.8.1. The impact statement must follow the statement of reasons. It states whether the resolution would affect laws other than those expressly identified in the text of the resolution, and if so, how.

4.8.2. A negative impact statement is used when the resolution will have no other affect. For instance:

This resolution does not affect any other law, statute or rule.

4.8.3. A positive impact statement is used when the resolution will affect other laws. For instance:

This resolution affects Corporations Code sections 25110 and 25120 by creating a new exemption from the qualification requirements imposed by those sections.

4.8.4. If the effect of the resolution is to create a conflict with or ambiguity in another law, consider carefully whether the resolution should be revised to eliminate that conflict or ambiguity by, e.g., amending that other law as well.

4.9. Author:

4.9.1. Next, list the person who should be contacted prior to the beginning of the Conference if anyone has any questions concerning the resolution. This may either by the resolution's author or some other responsible person within the delegation of the sponsoring bar association, such as the chair of the association's delegation. State that person's name, mailing address, phone number, fax number, and e-mail address in one continuous string, rather than in separate lines. For example:

AUTHOR AND/OR PERMANENT CONTACT: Linda Woo, 1234 Main Street, Suite 567, Los Angeles, CA 90001-0001, voice 213-456-7890, fax 213-456-7892, e-mail Linda.Woo@aol.com

4.9.2. Because the resolutions are widely distributed, use addresses and phone numbers that you are comfortable being publicly disclosed.

4.10. Responsible Floor Delegate:

4.10.1. This is the delegate who should be contacted on the Conference floor if anyone has any questions concerning the resolution during the Conference. It may be the same person as the author or permanent contact, or someone else. List only the delegate's name, not the address or phone numbers. For example:

RESPONSIBLE FLOOR DELEGATE: Richard Doe

4.10.2. If no particular delegate has yet been assigned responsibility for the resolution on the floor, and if the author will not or might not be attending the Conference, list the name of the delegation chair.

4.11. Templates

4.11.1. For your convenience, a resolution template is appended to the end of this Guide. Using that as the basis of your resolutions will automatically incorporate some of the formatting requirements described above.

4.11.2. To assist in assuring that resolutions are in compliance, attached is the checklist used by the Resolutions Committee when reviewing resolutions. Following this checklist will help to avoid having to redraft resolutions.

5. When May Multiple Statutory Amendments Be Proposed in a Single Resolution?

5.1. Frequently, a proponent will want to amend, add, or repeal multiple sections or rules in a single resolution as opposed to separate resolutions for each section. This is sometimes proper. If all of the proposed changes to those sections or rules relate to a single subject and are motivated by a single set of reasons, they may be stated in a single resolution, unless there is some reason to expect that there would be a basis for supporting some of the amendments but not others. A single resolution is appropriate if all the following statements are true:

5.1.1. All the amendments are designed to address the same problem.

5.1.2. The debate would be the same on all the amendments.

5.1.3. There is no reason why someone would support some of the amendments but oppose others.

5.1.4. None of the amendments would have unintended collateral effects that others would not have.

5.1.5. If the resolution were an initiative, it would pass the single-subject test.

5.1.6. The rationale for the change is equally strong as to all the amendments.

5.2. If you are in doubt concerning the propriety of submitting a resolution proposing multiple amendments, you may consult with the Executive Director, Laura Goldin ExecDir@calconference.org .

6. Before Submitting Your Resolution, What Can You Do to Reduce the Need for any Revisions?

6.1. If you are amending the language of an existing statute or rule:

6.1.1. Make sure that you quote the most current language. Do not rely on paper supplements or pocket parts, because they may not yet reflect amendments made in the most recent legislative session. Instead, check commercial electronic resources or the websites maintained by the Legislative Counsel (www.leginfo.ca.gov) or the Judicial Council (www.courtinfo.ca.gov/rules).

6.1.2. Make sure that you quote the existing text accurately. To minimize typographical errors, consider cutting-and-pasting the text from an electronic source rather copying it from a book.

6.2. If you are adding a section or rule, make sure that there is not already a section or rule with the same number that you propose to assign to your new one.

6.3. Ask another attorney (ideally, an attorney who practices extensively in the field of law affected by the resolution) to review your resolution for content.

6.4. Ask another writer to review both the text of the resolution and the statement of reasons for style, grammar, and spelling.

6.5. Ask a current or former member of the Resolutions Committee to review it for content.

6.6. Additional Hints:

6.6.1 When using Word, be sure track changes is either turned off or all changes have been accepted. This avoids a lot of confusion in resolution review and formatting.

6.6.2 Do not include any headers or footers.

6.6.3 Do not title your resolution. The file name on the resolution is all we need or want.

6.6.4 Do review the checklist, the sample Resolution and this Guide for Proponents before submitting your resolution.

7. How to Draft a More Persuasive Resolution.

7.1. When drafting a resolution, consider the following questions:

7.1.1. Is the problem that you identify perceived to be a problem by others?

7.1.2. Does the amendment cure that problem?

7.1.3. Does the amendment create any new problems? If so, is there an alternative solution that causes fewer unintended effects?

7.1.4. Does the amendment create an inconsistency between similar situations? If so, should the scope of the new rule be expanded to apply to those other situations as well? If it should not, does the utility of the new rule outweigh the potential for confusion arising from the inconsistency?

7.1.5. Is the statement of reasons persuasive? If a similar resolution has been raised in the past, what arguments were offered in favor of it? Are they stronger than the arguments in your statement of reasons?

7.1.6. What arguments are likely to be raised in opposition to your resolution? If a similar resolution has been raised in the past, what arguments were used to oppose it? Can you blunt those arguments by modifying your amendment? Can you anticipate and rebut those arguments in your statement of reasons?

7.1.7. Has similar legislation been introduced, either in the current or prior legislative sessions? (Search at www.calbar.ca.gov under Attorney Resources>Legislation>Search for Legislation.) If so, what arguments in favor and against it were identified in the legislative staff analyses? (Staff analyses and other legislative history back to 1993 are available in the Legislative Counsel's website. Look under "Bill Information" at www.leginfo.ca.gov.)

8. What If You Have Questions that Are Not Answered Here?

8.1. If you have additional questions, contact the Executive Director of the Conference, Laura Goldin, at ExecDir@calconference.org or 415-379-3743.


SAMPLE RESOLUTION

Bonds: Determination of Excessiveness

RESOLVED, that the Conference of California Bar Associations recommends that legislation be sponsored to amend Code of Civil Procedure section 996.030 to read as follows:

§ 996.030

(a) The court if a bond is given or ordered in an action or proceeding, or the officer if a bond is given or ordered other than in an action or proceeding, may determine that the amount of the bond is excessive and order the amount reduced to an amount that in the discretion of the court or officer appears proper under the circumstances. The order is subject to any limitations in the statute for the bond.

[Subdivision (b) remains unchanged.]

(c) The principal may give a new bond for the reduced amount. The sureties may be the same sureties as on the original bond.

(Proposed new language underlined; language to be deleted stricken.)

PROPONENT: XYZ Bar Association

STATEMENT OF REASONS

Existing Law: Permits a court in an action or proceeding, or an officer (sheriff, marshal, or court clerk) other than in an action or proceeding to reduce the amount of the bond posted in an action or proceeding if it is determined that the amount of the bond posted is excessive. However, an action to challenge the excessiveness of the bond may be undertaken only after posting of the bond.

This Resolution: Would enable a litigant to challenge the alleged excessiveness of a bond order without having to first post the bond for the challenged amount.

The Problem: Very often a litigant will prevail on an application for a writ of possession of a preliminary injunction only to have the court order posting of a bond in addition to granting of the relief sought. If the bond is arguably excessive, the litigant has no recourse but to post the amount of the bond and seek a reduction in amount after posting since current law precludes review of the amount ordered prior to posting. This leaves such litigants without an ability to effectuate the injunction or writ. This problem hits particularly hard upon Legal Services clients who cannot afford posting of large bonds in order to continue their action and occurs in about one-third of these proceedings.

IMPACT STATEMENT

This resolution does not affect any other law, statute or rule.

AUTHOR AND/OR PERMANENT CONTACT: John Doe, 1234 Main Street, Suite 567, Los Angeles, CA 90000-0000, voice 213-456-7890, fax 213-400-0006, e-mail j.doe@provider.com

RESPONSIBLE FLOOR DELEGATE: Richard Roe


RESOLUTION TEMPLATE

[10 word short title]

RESOLVED, that the Conference of California Bar Associations recommends that [e.g., legislation be sponsored to amend [code] section [number], or legislation be sponsored to add [code] section [number], or that legislation be sponsored to repeal [code] section [number], or that the Judicial Council amend (or add or repeal) California Rules of Court, rule [number], etc.] to read as follows:

§ [section number]

[text of section]

(Proposed new language underlined; language to be deleted stricken.)

PROPONENT: . . . Bar Association

STATEMENT OF REASONS

Existing Law: . . .

This Resolution: . . .

The Problem: . . .

IMPACT STATEMENT

This resolution does not affect any other law, statute or rule.

AUTHOR AND/OR PERMANENT CONTACT: [name], [mailing address], [phone number], [fax number], [e-mail address]

RESPONSIBLE FLOOR DELEGATE: [name]


CHAPTER 2: PREPARING FOR THE CONFERENCE

1. Introduction

Preparing for the Conference can be analogized to preparing for trial. The resolution is your "pleading," and the time period leading up to the Conference is the "discovery" phase—a chance to discover the strengths and weaknesses of your resolution and of its opposition, if any, and perhaps negotiate a compromise. The major difference: Don't think of this as work, have fun with it!

2. Section/Committee Reports

2.1 Resolutions Committee Report:

One of the standing committees of the Conference is the Resolutions Committee, known as Rescom. Its job is to prepare a written report evaluating the merits of every resolution.

During March, you may be contacted by the member of Rescom who has been assigned the responsibility for preparing the initial draft of the committee's report on your resolution. Because the recommendation in the Rescom report will be the "default setting" for action at the Conference, it is in your interest to give this person as much assistance as possible. The Rescom member will be interested in answers to the following questions, among others: What prompted the resolution? Has it ever been presented to the Conference before? What are the arguments against it? What groups might support or oppose it, and why? Is there any similar legislation pending?

Rescom's final report will be available on the Conference website in late July. Once the report is available, study the reasons for Rescom's recommendation, and prepare a response to any negative recommendation with which you disagree. Follow up on any previously unknown history described in the report or made known to you through contacting other interested persons. (See § 2.2.) If the appropriate response is to amend the resolution, draft amendments for circulation to interested parties. (See § 4.)

2.2 Resolutions and Reports from Prior Years:

If you have access to the proceedings of past years, and if you did not review them before submitting your resolution, do so now to determine whether any similar resolutions have been presented to the Conference previously. If so, review the Rescom reports and any counterarguments that may have been submitted to see the arguments that may be used against your current resolution. Contact the authors of those prior resolutions to see what arguments were raised on the floor. Why did the prior resolutions succeed or fail?

2.3 Legislative Analyses:

Review recent legislation to see if any legislation similar to your resolution has ever been proposed. (You can search both current legislative session and prior sessions on the Legislative Counsel's website: www.leginfo.ca.gov.) If so, review the legislative staff analyses (which are available in the same website) to see what arguments were raised for or against those bills. Identify any currently pending legislation on same subject matter and track its progress up to the date of the Conference. Contact the legislator-author's office for a copy of the bill and make your interest known, and follow it by bill number on the legislative website, www.senate.ca.gov.

2.4 State Bar Sections/Committee Reports:

Sections and committees of the State Bar which are interested in the subject matter of the resolution have an opportunity to make their own recommendations in written reports that are included in the Conference materials after the Resolutions Committee report. As with Rescom, you may be contacted by a reviewing member with questions or concerns, and how you answer may be helpful to those who ultimately read the materials in deciding how to vote. Interested members of relevant substantive law sections may be of particular help in making sure you know of any related legislation, in framing your arguments, and in refining or amending language to improve the resolution.

3. Counterarguments of Other Associations:

Any counterarguments that other bar associations may submit in opposition to the resolution are included in the Conference materials following your own statement of reasons. It may be useful to contact the association and the author of any counterargument to discuss their concerns and make a judgment as to whether they require action (either because they are valid, or because the association represents a lot of votes at the Conference). If the opposition is in principle, the counterargument may suggest new arguments on your side that were not included in your statement of reasons. If an amendment is suggested in the counterargument or seems appropriate after reading it, it may help to negotiate the language with the author of the counterargument as well as other interested persons.

4. Preparing Amendments:

If you decide to prepare an amendment to your resolution before coming to the Conference, it is best to coordinate with other interested members of your delegation and with others who have indicated they will support it if amended. By copying each of these individuals on relevant emails at an appropriate time, you can maximize exposure of a proposed amendment and minimize the chance of overlooking unforeseen new problems that often come with trying to satisfy one person's isolated concern. If you ask for feedback, you will usually get it. It will all make it easier for you to avoid -- or at least to anticipate -- problems that may come up in the press of business at the Conference.

5. Lobbying Other Delegations:

Major delegations will come to the Conference with announced "spreadsheet" positions based on votes taken at summer caucus meetings. Each such delegation will probably have a designated contact person or "responsible floor delegate" assigned to your resolution. Sometimes such a delegate will contact you before the Conference to suggest an amendment as a condition of that association's support; and just as in the case of a counterargument, you need to make a judgment, perhaps with the help of others, as to how much merit there is in the suggestion. Even if you do not hear from anyone, it may be helpful to find out who the responsible delegate is at some of the major delegations and make contact in advance to find out their or their association's position, answer any questions, and try to arrange in advance an opportunity to try to persuade them at the Conference if they are coming in opposed.

6. Lobbying Your Own Delegation:

Because your own delegation has submitted your resolution, it is generally assumed that all its members will vote for it when the time comes. However, the time leading up to the Conference is an important time for you to work with your delegation leadership to get help with some of the necessary tasks both before and during the Conference, to prepare other members to speak in favor if necessary, and to make sure a full delegation of "aye" votes will be there for you when the resolution is called.

7. Final preparations for the Conference:

7.1 Amendments:

Once any proposed amendments have been circulated for discussion and a plan of action agreed upon, make sure you have printed copies of the amendments to distribute to everyone at the Conference in accordance with Conference rules. You should also bring a copy of the amended resolution on a disk, both to provide a copy to the Resolutions Committee and to use as a basis for additional possible refinements as negotiations continue with other delegations. Then line up the most persuasive advocate (or the one likely to represent the most votes) to help at the Conference with making a friendly amendment at the beginning of floor debate.

7.2 Speakers:

Just as you will be doing for your own schedule, make sure the interested persons you count on to help you at the Conference, either with lobbying or with speaking in favor, are actually going to be available on the floor of the Conference when your resolution comes up.

CHAPTER 3: STRATEGIES DURING THE CONFERENCE

1. Introduction

The best way to have fun participating in the Conference is to work with other delegations to have a positive impact on the Conference's ultimate legislative product. This requires some advance planning. Try to anticipate problems by reviewing the agenda and the most current spreadsheet. For any resolution that your delegation considers important, you should have a plan for lobbying and debate in place before the beginning of the Conference. The three-day Conference will fly by, and without preparation you will not be able to participate effectively.

2. Call-ups

2.1 Formal Procedure:

The recommendation of the Resolutions Committee becomes the action of the Conference with respect to each resolution, unless the resolution is called up for debate. The Chair (or "authorized representative") of any Delegation may call up a resolution. Call-ups may also be made by the author of the resolution or by any five delegates. Timing is critical, especially on the "One" and "Two" series, for which call-ups are due one hour prior to the floor debate of the respective series. All other call-ups are due not later than one hour following the commencement of the Conference. Thus, as a practical matter, you should have delivered to Calendar Coordinating Committee all of your call-up requests before sitting down for the beginning of the Conference. The form on which to make a call-up request will be available on the Conference website and on the CD containing the resolutions and committee reports. During the Conference, they are available from the Calendar Coordinating Committee.

2.2 How to Decide What to Call Up:

If your delegation's position on a resolution differs from that of the Resolutions Committee, then you should generally call the resolution up for debate. Otherwise, you will have no opportunity to try to convince the Conference that the Resolution Committee's recommendation is wrong. If you subsequently decide that you don't want to debate it, you can withdraw the call-up later in the proceedings. Forms for the withdrawal of call-ups are available during the Conference from the Calendar Coordinating Committee.

2.3. Limited vs. Full Debate:

A resolution may be called up for either limited debate or full debate. With limited debate, there are two speakers on each side, including the proponent. Each speaker is given two minutes, with one more minute to the proponent to close. This amount of debate is adequate for most resolutions. There is no limit on the number of resolutions that a delegation may call-up for limited debate. With full debate, the time increases to three minutes, with one and one-half minutes for the proponent to close, and there are an unlimited number of speakers (until the house votes to close debate). Each delegation is limited to ten full-debate call-ups, but delegations rarely, if ever, use the full allotment. Full debate should be limited to extraordinarily complex and important issues. If you subsequently decide that full debate is not necessary, you can reduce your full-debate call-up to one for only limited debate.

2.4 Special Setting:

If a resolution that you sponsor or wish to amend requires time for lobbying or for the preparation of an amendment, then special setting is an invaluable tool. Anticipate when the resolution is likely to come up for debate, and go to the Calendar Coordinating Committee as early as possible to discuss an appropriate time for a special set. This allows time for you to finish lobbying other delegations either on the floor or during delegation caucuses. Special sets can also be used to accommodate scheduling conflicts with delegation members who are expected to participate in the debate.

2.5 Use of Consent Calendar:

Sometimes you can overcome an unfavorable recommendation from Resolutions Committee without debate. If you can address the concerns of the Resolutions Committee with an amendment, and get the concurrence of all the delegations that have taken a position on the spreadsheet of either Disapprove or Approve as Amended, you can have your resolution placed on the "Consent Calendar." The Calendar Coordinating Committee has forms for accomplishing this feat and will be happy to guide you through the process. Whenever you have a resolution that has been disapproved by the Resolutions Committee, you should give serious consideration to using the Consent Calendar process.

3. Lobbying During the Conference

3.1 Lobbying During Debate of Other Resolutions:

Conference time goes by quickly when you are trying to convince other delegations to change their position, or negotiating amendments to address the concerns of those opposed to your resolution. It is usually necessary to locate responsible members of other delegations and discuss these issues while debate is ongoing for other resolutions. Ask the Chair of the target delegation to steer you toward the individual delegate handling your resolution. Lobbying is an important part of the Conference experience, and (quietly) walking around to find and talk to responsible members of other delegations during debate of other resolutions is not considered a breach of etiquette. For any extended discussion, you should go to the sides or the back of the room, or even out into the hallway, to avoid distracting other delegates from the debate.

3.2 Breakfast and Lunch Caucuses:

Many of the larger delegations meet for breakfast on Saturday and Sunday, and for lunch on Saturday, and conduct caucuses in which delegation positions may be changed. As you are campaigning behind the scenes for a resolution, you should make optimum use of this time to visit delegations whose positions you wish to change. Check with the delegation that you are targeting to find out when and where they caucus. This sort of advocacy is often more effective than the formal debate, because in the caucuses you can engage in a more informal dialogue, and find grounds for friendly amendments.

3.3 Amendments:

Amendments are often necessary to accommodate a compromise reached with other delegations or address the concerns of the Resolutions Committee. Simple amendments of "only a few words" can be made orally, but most amendments require a written restatement of the resolution, distributed to the entire Conference (including the Chair and the Resolutions Committee). If you think that your amendment fits the rule for an oral amendment you must first receive approval from the Chair prior to proposing the amendment. Production of amendments and copying can be handled at the Conference, but you will save a lot of money if you can plan in advance and use an outside copy service. You cannot move your own amendment, so the procedure is to line up a proponent for the amendment in advance, and yield the floor during your opening argument to move the "friendly" amendment. If you wish to propose an amendment to another delegation's resolution, you should always attempt to obtain the proponent's consent, and arrange to make a "friendly" amendment. Without the proponent's consent you can still move the amendment, but be sure to mount a speaker pad promptly because unfriendly amendments (marked by a white card) do not have any special priority in the debate.

4. Floor Debate

4.1 Importance of Preparation:

The challenge of effectively participating in floor debate is one of the most important parts of the Conference. You need to prepare for your remarks so you are able to cover the salient, convincing parts of your position in less than two minutes. You also need to be so familiar with the subject matter of the resolution that you can respond extemporaneously to issues that may be raised by other speakers. You also need to anticipate when the resolution on which you are speaking comes up for debate. If you are the proponent, locate the microphone designated for proponents and be ready to speak as soon as your resolution is called. If you are not the proponent, find a spot near a speaker pad during the voting on the previous resolution, and be prepared to pounce on the pad and choose the appropriate color card so that you are in place for the next debate. Teamwork is valuable in this enterprise, so that more than one person is responsible for assuring that your delegation's speaker is in place at the start of debate. For example, you should always have a back-up speaker ready in case your planned speaker is unavailable. You should also have someone in charge of monitoring the debate and reminding speakers to be in place on time.

4.2 Priority of Debate:

The Chair first recognizes the author or other representative of the proponent of the resolution. After the proponent's opening time is exhausted, the Chair recognizes a speaker in opposition, and then alternates between speakers in favor and speakers in opposition. Generally, speakers on the same side are recognized in the order in which they stood on their respective pads. Note that amendments are not entitled to any special priority! It is common that the proponent of an amendment (or a subsidiary motion to table, etc.) will be left standing at the close of debate without being recognized. To be sure an amendment will find its way on to the agenda, it is necessary to speak to the proponent, and arrange for the proponent to yield time for a "friendly amendment" (which time is not deducted from the proponent's debate time).

4.3 Choice of Color of Card:

Once you are on a speaker pad, you are required to flip the magnetic color markers on the front of the microphone stand to display (toward the dais) the appropriate color card. This involves some mechanical skill, as well as the ability to read upside-down and backwards while under stress, so feel free to ask anyone nearby for assistance.

4.3.1 Green for Support:

A green card is used by the proponent of a resolution and by anyone else speaking in favor of the motion on the floor. Note that the presumed motion is "approval in principle" of the subject resolution, but this situation changes if there is a subsidiary motion that is subject to debate. Such motions are typically unfriendly amendments. Once such a motion is properly before the house, a green card indicates support of the subsidiary motion. If you support the resolution, but oppose the subsidiary motion, then you need to switch to a red card.

4.3.2 Red for Opposition:

A red card is used by anyone opposed to the subject resolution. Note that the situation can change as noted at paragraph 4.3.1 if there is a subsidiary motion, in which case red indicates opposition to the subsidiary motion.

4.3.3 White for Non-Privileged Motions:

Most motions are indicated by a white card. Typically these involve unfriendly amendments, or motions to call the question. These cards are called in order, and have no special priority, so in limited debate they might never be called on. If you attempt to use a green card (or an orange card) to move an amendment, you will be ruled out of order. Given the lack of priority of a white card, if you wish to "call the question" to terminate unlimited debate (it's a dirty job, but someone has to do it), you should remember that every other speaker already on a pad will be called on before you have a chance to call the question.

4.3.4 Orange for Privileged Motions:

Orange cards are for very rare privileged motions, such as calling the Chair's attention to a procedural error. They are also used between resolutions for the nonexistent but persistently invoked "point of personal privilege" used to introduce courtesy resolutions (see section 6 below).

4.4 Style of Argument:

You usually have two minutes or less to convince a sophisticated and intelligent audience on an issue they have already had a chance to review and study. You need to be selective about what you say, and how you say it.

4.4.1 Ad Hominem Attacks:

The most serious breach of etiquette at the Conference is to attack one of the other debaters personally. Such attacks invariably undercut your argument as they offend nearly all present, and are irrelevant in any event. Your audience at the Conference is sophisticated enough in the ways of rhetoric to evaluate an argument on its own merits, and not by the personal deficiencies or presumed motives of the individual proponent.

4.4.2 Use of Humor:

It is hard to be funny without offending someone, but if you can avoid giving any serious offense, humor can be very effective in making your argument memorable and persuasive. Good-natured ribbing of the characteristics of various California counties, and the success or failure of professional sports franchises, are all fair game.

4.4.3 Prepared Remarks:

You will certainly want to rehearse and be prepared for your brief speech, but if possible, limit yourself to a few written notes and avoid reading a written speech. Sometimes even experienced delegates are more comfortable reading a written speech, and there is nothing really wrong with the practice, but if you can get past use of written speeches you are likely to be more interesting and thus more effective.

4.4.4 Working Within Time Limit:

Always be ready to make your points quickly. This exercise is one of the more useful lessons to take back to the practice of law. It could work out that the only time you have is thirty seconds yielded by a different speaker, so you should always be prepared to make your points succinctly.

4.4.5 There Are No Lost Causes:

One often gets the sense from the Conference that passage (or defeat) of a particular resolution is a foregone conclusion, and that speaking against the majority would be of no utility. This perception is a mistake. If you are the sole voice in dissent, it is all the more important that you participate in the debate. An important purpose of the Conference is to air diverse views. Whatever arguments you make will probably be made by opponents at the next level of legislative lobbying, and the proponents need to hear the arguments eventually. If your opposition disturbs the unanimity and creates a minority in dissent, it could change the Board's ultimate prioritization of the resolution for lobbying purposes. Your remarks could also be food for thought for different resolutions in later years. Thus, there is truly no such thing as a lost cause.

4.5 Strategies for Yielding Unused Time:

As much as we prepare for the constraints of the Conference's time limitations, you will often find yourself with significant time left on the clock, with many competing strategic considerations at play. The worst you can do is become hypnotized by your own amplified voice and go into a speaking black-out in which you drone on until the buzzer sounds. Here are more useful strategies to consider.

4.5.1 Adding Diverse Voices to the Debate:

Note that in limited debate, if you as proponent never yield to other speakers there will only be one other voice in favor of your resolution. If you have discovered allies while lobbying other delegations, particularly those from different parts of the state, or with different professional perspectives, you should make a point of saving some of your time to yield to those allies, in order to add more diverse voices to the debate. Yielding your time in which to close to a supporter can be particularly effective. Think in advance about whether there are supporters who should be heard. Take a few minutes before debate to check in with them and to get a feel for what arguments they want to make. With this information, you can choreograph an effective argument by yielding time to your supporters. If you find yourself with extra time and without anyone lined up to assist you, quickly scan the room for likely speakers to whom to yield.

4.5.2 Paradox of Yielding Small Balance of Time:

Before you yield time to a like-minded speaker, consider whether that speaker will have an opportunity to speak in any event (which will usually be the case in unlimited debate). If you yield a small balance of time (e.g., fifteen seconds), you will ironically cut off the very ally you hoped to favor.

4.5.3 Yielding Time to the Chair:

The Conference is generally pressed for time to get all resolutions debated, so if everything has been said that needs to be said, the polite course is to yield your time to the Chair. This is especially true in unlimited debate.

5. Floor Voting

5.1 Using Alternates and Planning Attendance:

Alternate delegates can take a chair whenever regular delegates are absent because they are lobbying, attending MCLE classes, or for personal reasons. Some delegations make no distinction between regular and alternate delegates, and simply encourage everyone to be on hand to make maximum use of the delegation's allotted votes. You should anticipate when important resolutions are coming up for debate, and try to coordinate MCLE schedules and the like to maximize your delegation's attendance at such times.

5.2 Block Voting:

The Conference Rules state: "All voting shall be by individual delegates then present on the conference floor. Block or unit voting by delegations is prohibited."

5.3 Calling for Division:

If the vote on a resolution appears to be close, and you question the determination of the Chair, feel free to shout out "Division," which will be taken as a motion that a more exact count of votes be taken. The Chair is often corrected on close votes in such situations.

6. Courtesy Resolutions

There is really no provision for "Courtesy Resolutions" or "points of personal privilege." Although most such resolutions are welcome and benign, many delegates find these interruptions to be annoying and to be giving special privileges to "insiders." Such resolutions should be kept brief, and the timing of the resolutions should be cleared with the Calendar Coordinating Committee and/or the Chair of the Conference.