Robertson v. Vu CA4/1

CourtCalifornia Court of Appeal
DecidedMarch 23, 2021
DocketD076810
StatusUnpublished

This text of Robertson v. Vu CA4/1 (Robertson v. Vu CA4/1) is published on Counsel Stack Legal Research, covering California Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Robertson v. Vu CA4/1, (Cal. Ct. App. 2021).

Opinion

Filed 3/23/21 Robertson v. Vu CA4/1 NOT TO BE PUBLISHED IN OFFICIAL REPORTS California Rules of Court, rule 8.1115(a), prohibits courts and parties from citing or relying on opinions not certified for publication or ordered published, except as specified by rule 8.1115(b). This opinion has not been certified for publication or ordered published for purposes of rule 8.1115.

COURT OF APPEAL, FOURTH APPELLATE DISTRICT

DIVISION ONE

STATE OF CALIFORNIA

MICHAEL ROBERTSON, D076810

Plaintiff and Appellant,

v. (Super. Ct. No. 37-2019- MICHAEL VU, as Registrar of Voters, 00021239-CU-MC-NC ) etc., et al.

Defendants and Respondents.

APPEAL from a judgment of the Superior Court of San Diego County, Robert P. Dahlquist, Judge. Affirmed. Michael Robertson, in pro. per., for Plaintiff and Appellant. Thomas E. Montgomery, County Counsel, Christina Snider, Deputy Counsel for Defendants and Respondents.

In a November 2018 election, Del Mar School District (District) voters approved Measure MM authorizing the issuance of $186 million in general obligation bonds to improve Del Mar elementary schools. About five months later, Michael Robertson brought an action challenging the language of the measure’s ballot materials and asserting other related claims. Robertson named as defendants Michael Vu (the then Registrar of Voters (Registrar)) and Thomas Montgomery (San Diego County Counsel (County Counsel)). The court sustained defendants’ demurrer without leave to amend, finding the claims could not be brought after the election, and, even if a postelection challenge was permitted, Robertson’s lawsuit was filed too late. We affirm, concluding a preelection challenge was Robertson’s exclusive remedy.1 FACTUAL AND PROCEDURAL BACKGROUND Background On August 6, 2018, the District adopted a resolution (Resolution) ordering an election to decide whether it should issue $186 million in general obligation bonds to improve Del Mar elementary schools. The District adopted the resolution under Proposition 39, which amended the California Constitution to reduce required voter approval to 55 percent when the indebtedness is to be incurred by school districts for the “construction, reconstruction, rehabilitation, or replacement of school facilities.” (Cal. Const., art. XIII A, § 1, subd. (b)(3); Foothill-De Anza Community College Dist. v. Emerich (2007) 158 Cal.App.4th 11, 16.) The 55 percent standard applies only if certain accountability factors are satisfied. (Ibid.)

1 The appellate briefs in this case are essentially identical to the briefs filed in a separate appeal, Suprovici v. Vu (D077221), involving a San Diego Unified School District bond measure (Measure YY). Over appellants’ objections, defendants moved to consolidate the appeals. We denied the motion because the appellants are different and each challenges a different bond measure and a ruling by a different superior court judge. We have considered each appeal separately, and reach the same conclusions.

2 The Resolution included the statement that would appear on the ballot immediately preceding the citizen’s vote on the measure. This ballot statement said: “To improve Del Mar neighborhood elementary schools, repair/upgrade/reconstruct deteriorated school facilities, plumbing, roofs, electrical systems, renovate classrooms supporting science, engineering, math, arts instruction; improve safety/security and technology infrastructure; and construct/equip a new elementary school; shall Del Mar Union School District issue $186 million in bonds at legal rates, raising $10.4 million annually over 32 years at approximately 3 cents per $100 of assessed value, with independent citizens’ oversight, mandatory audits, all money for Del Mar K-6 schools?

“Bonds – Yes Bonds – No”

The Resolution also contained the full text of the measure, including the required school facilities list, and the tax rate statement. Ten days later, on August 16, the Registrar published a public notice containing Measure MM’s proposed ballot statement, and stating the election on the bond measure would be held on November 6, 2018. The notice stated that arguments for or against the measure must be submitted by August 17, and that the election materials would then be available for viewing at the Registrar’s office. Arguments in favor were submitted, but no arguments were submitted against the measure. County Counsel drafted an Impartial Analysis of the measure. The Registrar made available for public inspection the text of the measure, the Impartial Analysis, and the argument in favor of the measure. (Elect. Code, § 9509, subd. (a).)2 As required by section 9509, these materials were

2 Unspecified statutory references are to the Elections Code.

3 available in the Registrar’s office for 10 days after the argument-submission deadline. The Registrar then mailed a voter information pamphlet to all County voters. On Measure MM, this pamphlet contained: (1) the ballot statement; (2) County Counsel’s Impartial Analysis; (3) the argument in favor of the measure; (4) the full text of the measure, including each school’s specific facilities project list; and (5) the tax rate statement. The election was held on November 6, 2018. Measure MM passed with a 61.14 percent favorable vote. On December 6, 2018, the Registrar declared the results of the election. Lawsuit About four months later, on April 25, 2019, Robertson filed his complaint challenging Measure MM. The complaint contained nine causes of action. In his first cause of action, Robertson alleged the Registrar violated statutory requirements in its publication notice by adding a phrase, and asserted various timing challenges pertaining to the dates of the 10-day public examination period. (See §§ 9509, 9500, 9501, 9504.) In his second cause of action, Robertson challenged the Impartial Analysis, alleging it did not identify all of the bond’s impermissible purposes (such as certain repayment types) or its restrictions (such as “non- construction related” salaries). He also alleged the Impartial Analysis did not state that the measure failed to meet Proposition 39 requirements and thus the 55 percent voter threshold did not apply. In his third and fourth causes of action, Robertson alleged Measure MM did not meet Proposition 39 requirements for various additional reasons.

4 In his fifth through ninth causes of action, Robertson challenged Measure MM’s ballot statement. First, Robertson alleged the ballot statement violated statutory requirements for the content of ballots by omitting the phrase, “ ‘Shall the measure . . . be adopted?’ ” and including impermissible advocacy and argumentative language. (See § 13119, subds. (a), (c).)3 Second, he alleged the ballot statement violated Education Code sections 15122 and 15272 by (1) stating the bond spending would have “independent citizens’ oversight” without also stating the school board would “appoint” an oversight committee; (2) failing to disclose that “the board will . . . conduct annual independent audits” and that “funds are spent only on school and classroom improvements and for no other purposes”; and (3) using the words “ ‘at legal rates’ ” instead of identifying the maximum interest rates. Third, he alleged the ballot statement violated sections 13247 and 9051, subdivision (b), because it “exceeded the word count limit of 75 words by 2 words, thereby giving the School District a prejudicial and unfair advantage.” Robertson attached two exhibits to his complaint: (1) a July 30, 2018 letter written to the Registrar and the San Diego County Board of Supervisors, stating the “school measures you are processing for the upcoming election” do not meet Election Code or Proposition 39 requirements, and detailing the reasons for this assertion; and (2) a postelection letter, dated November 28, 2018, objecting to “nonconforming

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Bluebook (online)
Robertson v. Vu CA4/1, Counsel Stack Legal Research, https://law.counselstack.com/opinion/robertson-v-vu-ca41-calctapp-2021.