Fall 2004
Special Orders



The Texas Redistricting, Measure for Measure

Ronald Keith Gaddie

University of Oklahoma



Well heaven forgive him and forgive us all,

Some rise by sin, and some by virtue fall.

– William Shakespeare 

(Measure for Measure, Act ii, Scene 1)

The Texas congressional remap captured the attention of political observers as no other.  This redistricting became a political inevitability due to the driving desire of the majority Texas Republicans to claim what they felt to be rightfully theirs: the majority of U.S. House seats from the state of Texas.

           The redistricting was legally unnecessary. Eighteen months before, a federal court crafted Texas congressional maps when legislators and the governor could not reach agreement.  It was a "least-change" map designed to remedy the population deviations among the existing districts while also accommodating the allocation of two additional congressional districts to the Lone Star state.1 The map perpetuated residual influences of the 1991 Democrat-drawn congressional gerrymander, including the translation of a majority of congressional votes for the Republicans into a majority of congressional seats for the Democrats.

           This just would not do in the minds of Texas Republicans. Entering the 2002 election cycle, then-U.S. House majority whip Tom DeLay (R-Sugarland) conceived a plan with his principal political advisor, Jim Ellis, to set up political action committees inside the state of Texas for the purpose of winning control of the state House from the Democrats. These committees would later become the center of the controversy that now threatens DeLay's position as the controlling force in the House.  The plan worked. Republicans captured 88 of 150 seats in the House and 19 of 31 in the Senate.

           As the legislature convened for its hundred-day session in early 2003, redistricting was not a topic of discussion. Any effort to remap was deemed just talk, hypothetical and not a subject of attention for the press.  By April it became evident that an intellectual exercise was to become political reality, as the state House moved forward with plans to redraw the congressional map. Democrats found their quiver nearly bereft of arrows with which to stop this effort.


Figure 1: The New Texas Congressional Districts


(Source: Texas Legislative Council)


Act I: The Flight of the Killer D's

Thirty-three miles north of Texas is Ardmore, Oklahoma.  On May 12, 2003, Ardmore became the center of the political universe, when 55 Texas Democrats arrived at the Holiday Inn. This walkout was designed to break the quorum in the Texas House, and had to last until the passage of a May 15 legislative deadline, by which time House bills must be referred to the Senate. 

           Each departing member instructed the parliamentarian and clerk of the House to lock their voting machine until they "physically return to the House floor and advise [them] personally that [the member] wish[ed] my voting machine to be unlocked."2  Speaker Tom Craddick ordered the arrest of the renegades, pursuant to House rules. Texas Rangers and state troopers searched for them, assisted by the Department of Homeland Security (DHS), which tracked the plane of Democrat Pete Laney.  Craddick and Tom DeLay personally requested DHS assistance.  DeLay's office also inquired about the possibility of the Justice Department (DOJ) enforcing the legislative warrants in Oklahoma (DOJ assistance was denied).3

           The Texas legislature adjourned on June 2 without a new congressional map.  A special session was immediately called by Gov. Rick Perry for the purpose of dealing with redistricting, to begin June 30.  The state Senate anticipated the session by opening hearings across the state on new congressional maps.

           The Senate hearings opened on June 28, at the urging of Lt. Gov. David Dewhurst, who sought an "independent record."  These hearings were heated, and crowds often booed the efforts of the GOP majority.  Hearings and negotiations continued throughout the month of July.  In the midst of the hearings, the U.S. Supreme Court handed down its ruling in Georgia v. Ashcroft,4 which further muddied the waters as Texas legislators wrangled with the possible retrogression effects of the effort to change the maps. Eleven state senators – ten Democrats and Republican Jeff Wentworth – prevented the advancement of legislation with procedural delays. As the session came to a close on July 28, ten Senate Democrats took flight to Albuquerque.

           Democrats around the country started holding fundraisers to support the fugitives' effort. Bush strategist Karl Rove convened with GOP Lt. Gov. David Dewhurst to discuss tactics. The deadlock was broken on September 2, when State Sen. John Whitmire (D-Houston) was compelled to cross lines and announce he would vote to debate the maps, stating, "I intend to fight redistricting on the Senate floor."5 Whitmire was evidently pressured to switch because Republicans had preserved his senate seat in the 2001 remap as a political favor, and his marker was called.

           The subsequent special session lacked the previous John Grisham-like drama.  Still there were major issues to resolve: (1) satisfying the Voting Rights Act, which had been rendered politically muddy (though not legally muddy) by the Ashcroft decision; (2) satisfying the political goals of Tom DeLay, which included the ouster of Martin Frost, Lloyd Doggett, and numerous other Democrats; and (3) satisfying the political goal of Speaker Craddick to have a congressional district for Midland.

           The initial two issues were disposed with when the Texas attorney general's lawyers and experts agreed that the map which ousted Reps. Frost, Doggett, and Bell while creating new minority-majority districts would pass legal muster under the Voting Rights Act. Ironically it was the last goal that held up the map until October. The new map was passed out of the House and Senate as HB-3, signed into law by Governor Perry, and then forwarded to the U.S. Department of Justice for preclearance pursuant to Section 5 of the Voting Rights Act.

Act II: All the World's a [Political] Stage: 

The Fundamental Nature of the Maps

Republican frustration in Texas was understandable. In 1992, Texas Democrats polled 51% of the congressional vote but won 70% of seats.  Republicans made steady gains in votes throughout the 1990s, commanding a clear majority of votes but without securing a majority of seats. Democrats continued to retain the lion's share of Texas' congressional seats through the end of the decade.  The map put into place by the federal court continued this trend, as Republicans again garnered a majority of the votes (54.9%) but not seats (15 of 32).

           Over one hundred potential congressional maps were crafted and reviewed.  These maps boil down to two types: those that distort rural districts and displace rural Democrats; and those that distort rural districts and also displaced urban Democrats Chris Bell, Lloyd Doggett, and Martin Frost. The principle differences in the maps are the treatment of the urban Democrats' districts and the number of minority-majority districts created in each map.

           In the first type of map, changes in the major urban centers of the state were minimal.  The congressional districts of Bell (Houston), Doggett (Austin), and Frost (Dallas) were left intact.  Rural districts, however, were substantially reshaped to dislodge Democrats Stenholm, Edwards, Sandlin, Lampson, and Turner (and ostensibly Ralph Hall, though his subsequent party switch was not a surprise to observers), while creating an open congressional seat for the west Texas cities of Midland and Odessa. This last element was critical to winning support of Speaker Craddick. This map was the foundation map generally supported by the House and advanced by primary GOP mapmaker, Rep. Phil King.

           The second type of map, often referred to as the "8-3" map in the record, accomplished the rural district goals of displacing the aforementioned six rural Democrats, while also displacing the urban, white legislators and also crafting additional minority-majority districts (increasing majority-Hispanic districts from 7 to 8 and African-American districts from 2 to 3 – hence the "8-3" map.)  In Houston, Bell's 25th district (22% black, 31% Hispanic) would be reshaped into a 36% black, 30% Hispanic district (numbered the 9th) that would allow black voters to control the Democratic primary and general election.  In Austin, Lloyd Doggett's compact district 10 was cut four ways, and a significant part of Doggett's Hispanic base was placed in a new Hispanic majority district, numbered the 25th, to run from southeast Austin, south 400 miles to the Rio Grande (see Figure 2).

Figure 2: Seats-Votes Responsiveness of the Balderas Map and the HB-3 Map


           This HB-3 map shifted the balance of the congressional delegation of the state to reflect the Republican Party's preeminence in state politics.  The plan dramatically increased the number of districts where Republicans have an electoral advantage, displaced Democratic incumbents, either by pairing them together or with Republican incumbents in Republican-leaning districts, and created open seats for Republican opportunities (see Table 1). Eleven of seventeen Democratic incumbents were displaced from over half of their previous constituents, and the reelection prospects of nine Democratic incumbents were imperiled. 

           The abolition of Rep. Frost's district 24 was in no way accompanied by local efforts to create a majority-minority district. The predominantly black neighborhoods in his district were transferred to Rep. Eddie Bernice Johnson's South Dallas district 30, returning to her district constituents she sought in the 1996 remap that followed the Bush. v. Vera6challenge (see Figure 3).


Table 1: Incumbent Core Retention and Initial Pairings, Texas 2003

District

Incumbent

Core

Retention

District

Incumbent

Core Retention

1

Sandlin (D)

40.1

17

Edwards (D)

7.4

2

Green (D)

5.5

18

Jackson-Lee (D)

78.8

Lampson (D)

1.1

19

Neugebauer (R)

57.5

3

Johnson (R)

80.8

Stenholm (D)

30.9

4

Hall (D)

33.9

20

Gonzalez (D)

85.2

5

Hensarling (R)

62.5

21

Smith (R)

65.8

6

Barton (R)

66.4

22

DeLay (R)

70.4

Turner (D)

4.4

23

Bonilla (R)

81.5

Frost (D)

21.6

26

Burgess (R)

50.9

7

Bell (D)

18.8

27

Ortiz (D)

86.6

Culberson (R)

51.8

28

Rodriguez (D)

46.5

8

Brady (R)

38.9

30

Johnson (D)

73.7

10

Doggett (D)

40.3

31

Carter (R)

31.0

12

Granger (R)

79.8

32

Sessions (R)

52.3

13

Thornberry (R)

88.3

14

Paul (R)

43.7

Mean

51.76%

15

Hinojosa (D)

60.0

Mean Dem.

43.22%

16

Reyes (D)

100.0

Mean GOP

61.44%

 

(Source: Office of the Attorney General of Texas; Texas Legislative Council; R. Keith Gaddie.)


           So how does the partisan balance and responsiveness of the Texas districts change? The Balderas court and experts relied on reconstituted elections within the districts, especially on the closely contested lieutenant-governor's race, to estimate the change in partisan balance across the districts.  The number of marginal districts using the 45%-55% definition of marginal is four districts under the Balderas court map (two each Republican and Democratic leaning), and three such districts (all Republican) in the HB-3 map.  The number of safe Republican districts increases from 16 in the Balderas court map to 19 in the HB-3 map. A net of four seats shift out of the Democratic column and to the Republican column.

           HB-3 is not responsive to small changes in the vote, or to shifts in the statewide majority.  Responsiveness is measured as the number of seats won by each party as the share of the two-party vote won by the GOP changes in one-percentage point increments above and below the actual vote. First we measure the two-party vote share for lieutenant-governor within each congressional district, to ascertain how many districts were carried by each party. The vote in each district is increased/decreased at one-percent increments from the observed vote, representing a 1 percentage point change from the statewide average.7  This analysis – with the same conclusions – was presented to the federal three-judge panel that heard the challenge to the 2003 Texas map in separate reports by John Alford of Rice University and Keith Gaddie of The University of Oklahoma (plaintiff's and state's experts, respectively). Responsiveness results for both maps appear in Figure 2.

           In the old map used in 2002, based on the actual vote share, 52.9% Republican, Republicans won the majority of the vote in 18 districts, while Democrats carried the vote in 14 districts.  When that vote share is increased by one percentage point across all districts, Republicans pick up an additional seat, for 19, and when the vote share is increased by another one percentage point, another seat is gained.  The districts similarly respond in the other direction; initial reductions of the GOP vote share of minus one-percent and minus two-percent result in corresponding seat shifts; 50.9% of the GOP vote results in half of the seats for each party.

           The HB-3 map creates a more pronounced Republican advantage in the map design.  At any value for Republican vote share above 51.9% statewide, Republicans carry 68.75% of seats, or 22 of 32 districts.  Below 51.9% of the vote share, Republican seat share falls off with vote share, though it is only at 45.9% of the vote for the GOP or less (54.1% Democrat or more) that Democrats win a majority of the seats in the HB-3 map.

 

Figure 3:
Old South Rio Grande Valley Districts, Texas
Figure 4:
New South Rio Grande Valley Districts, Texas





Source: Texas Legislative Council
Source: Texas Legislative Council

.

Act III: Lawyers, Hired Guns, and Money

Republican lawmakers now had to navigate the waters of preclearance under Section 5 of the Voting Rights Act.  Legal challenges loomed, including a challenge to the legality of the mid-decade redistricting and a challenge to the redistricting under Section 2 of the Voting Rights Act, that race was unduly considered in crafting the maps.

           A federal court dismissed the complaint regarding the mid-decade remap.  And, in the process of hearing the Section 2 challenge to the districts, the federal three-judge panel noted that it would not hear issues of retrogression, as they pertained to Section 5 and were not a concern of the court.  The entire court challenge rested on demonstrating that the new districts were racially motivated, or developing an evidentiary basis for a future partisan gerrymandering challenge. 

           Numerous plaintiff or intervening parties were involved in litigation against the state, including the Texas Democratic Party; the Texas Congressional Democrats; two different NAACP intervenors; Congresswomen Sheila Jackson-Lee and Eddie Bernice Johnson; Hispanic intervenors LULAC and the G.I. Forum/MALDEF; and private citizens, including Mr. Walter Sessions who offered his name to the case (Sessions v. Perry).8  The state's defense consisted of a legal team from the attorney generalÕs office and private attorney Andrew Taylor of Houston.  Numerous political science and voting rights experts testified at trial.

           The general Democratic strategy had three parts: (1) get the new map denied preclearance at the Justice Department under Section 5; failing that, prove that the new map was either (2) an illegal partisan gerrymander; or (3) an illegal racial gerrymander.  While the Texas trial was underway, lead counsel for the plaintiffs Paul Smith argued before the U.S. Supreme Court for the overturn of the Pennsylvania congressional map as an illegal partisan gerrymander.  A partisan gerrymandering claim was refused by the Texas trial court (any appeal point was subsequently mooted by the June 2004 Supreme Court ruling in Veith v. Jubelirer9 that partisan gerrymanders are non-justiciable).   The entire legal strategy would rely on demonstrating racial intent and effect through either Section 5 (at DOJ) or Section 2 (in the trial court).

           Preclearance came into issue when the U.S. Supreme Court muddied the waters on retrogression, by noting that states could comply with the Voting Rights Act either by maintaining safe districts for minorities, or by creating a variety of less safe "coalition" districts.  Plaintiffs' counsel and at least one plaintiffs' expert argued for the protection of any coalition district where minorities cast votes for their candidate of choice in the general election and that candidate prevailed: in other words, any district electing a Democrat.  This peculiar logic called on the court and the Justice Department to accept the argument that any constituency, regardless of the ability of a minority group to control the primary and general election, had to be protected by the Voting Rights Act based on general election outcomes, unless minorities supported the result.  They also called on the trial court to reject its previous logic that coalitions of minority groups be cohesive in elections of consequence (often primaries in Texas) when determining whether a district that was not Anglo majority but also had no ethnic or racial minority of majority, was protected by the Voting Rights Act.

           This strategy was suspected by the state's attorneys and speculated about by lawyers for the Legislative Research Council, or "Leg Council."  Plaintiff's expert Allan Lichtman and attorney Jerry Hebert both framed such expansive opinions regarding Section 5 to the Senate redistricting panel in July. Lichtman, in his initial assessment of the Balderas map post-Ashcroft, argued that any district with as little as 5% minority population, where the minority voters elected a candidate of choice in the general election, was protected from retrogression under Ashcroft.  In other words, any district anywhere in Texas where minorities voted and where Democrats were elected could not be altered against the will of the minority group.  The plaintiffs would narrow their strategy in the period of discovery leading up to trial, arguing mainly for the preservation of districts 24 and 25 (Frost and Bell) and for the restoration of the design of the South Rio Grande Valley districts to the Balderas court design. These districts held out plausible hope for a Section 5 challenge, in that they were not districts with Anglo majorities and they were districts where minority voters made substantial contributions to forming winning political coalitions 

           The decision of the Justice Department was controversial. There is a strong indication that professional staff were poised to challenge the Texas map and deny Section 5 preclearance, but that they were overruled by the political appointees in the Justice Department.  During preclearance investigation, the professional staff  were especially interested in the potential minority performance and control in the old districts of Chris Bell and Martin Frost, and the prospects for non-performance of the new Hispanic-majority districts of the South Rio Grande Valley.

           The trial court, meanwhile, rejected the argument that the new districts violated Section 2 of the Voting Rights Act.  State demographers presented evidence consistent with the Cromartie decision that the new minority districts were a product of partisan motives rather than racial motives.  The plaintiffs' experts provided sufficient support for the state's case in support of its new map under cross-examination that a state attorney observed of more than one expert, "he doesn't realize it, but he's working for us."10

Act IV: DeLayed Democracy

The effect of the new map on minority representation is already evident.  In three minority-majority districts – 9, 25, and 28 – competitive primaries were held.  In the new district 9, freshman Chris Bell was denied re-nomination for another term by African-American Justice of the Peace Al Green.  The decisive 35-point result defied the argument of critics of the map, in that Green was most likely the candidate of choice for black voters in this very Democratic district.

           In the new, heavily Hispanic district 25, the results are mixed in terms of effect.  Anglo incumbent Lloyd Doggett defeated South Valley judge Leticia Hinojosa by 28 points. This district, like new district 9, is safely Democratic and should return Doggett to Congress, though Republicans recruited a formidable challenger, Hispanic Texas Utilities Commission Chair Becky Klein. Next door in District 28, incumbent Congressman Ciro Rodriguez (D) narrowly lost re-nomination to former Secretary of State Henry Cuellar.  This contest was settled by an extended recount and lawsuit, which overturned the winner from the initial count (Rodriguez).  The results of the new minority districts have increased descriptive representation by electing one new minority congressman, Al Green in district 9.

           The partisan political consequences of the remap are far-reaching.  The balance of control in the U.S. House could very well be determined by what happens in Texas.  In district 4, incumbent Ralph Hall switched parties. In district 10, Lloyd Doggett abandoned the unwinnable district to the Republicans, and there is no Democrat running.  Max Sandlin and Nick Lampson face districts that are on average five points more Republican than before redistricting. Nearly 99% of Lampson's constituents are new to him. Charlie Stenholm (TX-19) and Martin Frost (TX-24) face the task of unseating incumbent Republicans Randy Neugebauer and Pete Sessions, though both Democrats are well funded and bring ample seniority and experience to bear against the partisanship of the new districts.  Frost faces the daunting task of convincing some of the oldest, most Republican suburbs of Dallas to take him on as their representative. Frost's website notes the huge minority population in new 32 (36% Hispanic, 8% African-American), which is a similar combined-minority population to his old haunts. But only about 13% of registered voters are Hispanic, and the black vote is one-third that of old district 24. The electorate is 18 points more Republican than Frost's old haunts.

           If we consider the "hit list" – the ten Anglo-white Democrats in the Texas delegation – most of them could be gone in the next Congress.  Ralph Hall changed parties. Jim Turner retired (minus two). Of Max Sandlin, Nick Lampson, and Chet Edwards, two will likely not be reelected.  Stenholm and Frost must beat Republican incumbents to return, though the odds favor Stenholm relative to Frost.  Bell was defeated for renomination. Gene Green (D-29) is cruising to reelection. Doggett won a safe, Hispanic seat.  Three of the Anglo Democrats will definitely not return to Congress from Texas; two will definitely return but will represent Hispanic-majority districts.  Of the remaining five Anglo Democrats, it appears that no more than two will make it back for the next Congress.

           The real political consequences of the Texas remap are best summed up by the presiding judge, Patrick Higginbotham. The Texas trial was unaffected by the looming Veith partisan-gerrymandering decision, but the Texas panel was not mute on the topic. Higginbotham observed that:

We decide only the legality of Plan 1374C, not its wisdom.  Whether the Texas Legislature has acted in the best interest of Texas is a judgment that belongs to the people who elected the officials whose act is challenged in this case.  Nor does the reality that this is a reprise of the act of 1991 State Legislature weigh with the court's decision beyond its marker of the impact of the computer-drawn map. This extraordinary change in the ability to slice thin the lines brings welcome assistance, but comes with a high cost of creating much greater potential for abuse.  Congress can assist by banning mid-decade redistricting . . . the only check on those grasps of power lie with the voter.  But, perversely, these seizures entail political moves that too often dance close to avoiding the recall of the disagreeing voter. We know it is rough and tumble politics, and we are ever mindful that the judiciary must call the fouls without participating in the game. We must nonetheless express concern that in the age of technology this is a very different game.11

Coda

November 3, 2004: The Texas redistricting accomplished its political goals. On November 2, four Anglo, Democratic congressmen – Max Sandlin (37.7%), Nick Lampson (43.0%), Charles Stenholm (40.1%), and Martin Frost (44.0%) – were defeated for reelection, while Chet Edwards (51.2%) survived by a narrow margin. Texas Republicans held 20 of 32 seats in the state congressional delegation.  The future of the Texas map is still not certain. The U.S. Supreme Court has directed the district court in Sessions v. Perry to revisit their assessment of the Texas map in light of the decision by the high court in Veith v. Jubelirer.


Notes

1.  Balderas v. Perry, 536 U.S. 919 (2002).

2.  Associated Press,  "Text of letter sent by missing Democrats to House officials to lock voting machines," May 12, 2003.

3.  In October 2004, DeLay was reprimanded by the House Ethics Committee for this action.

4.  Georgia v. Ashcroft, 123 S.Ct. 2498 (2003).

5.  R. G. Ratcliffe, "Whitmire ends speculation, will stay in Austin," Houston Chronicle, September 5, 2003.

6.  Bush v. Vera, 531 U.S. 98 (2000).

7.  Janet C. Campagna, "Bias and Responsiveness in the Seats-Votes Relationship," Legislative Studies Quarterly 16:81-89.

8.  Sessions v. Perry, Civil Action No. 2:03-CV-00354 (E.D. Tx., Marshall Division, 2003).

9.  Vieth v. Jubelirer, 2004 W L 894316 (U.S. Pa.).

10.  Comment to author by anonymous source at the Sessions v. Perry trial.

11.  Sessions v. Perry, page 2.

 


R. Keith Gaddie (Ph.D., University of Georgia) is Professor of Political Science at the University of Oklahoma. His most recent book is Born to Run: Origins of the Political Career (Rowman and Littlefield, 2004), and he has also written articles for The Journal of Politics, Social Science Quarterly, Political Research Quarterly, Legislative Studies Quarterly, Cato Policy Analysis, and State and Local Government Review, as well as other journals.  In 2003 Professor Gaddie served as a consultant and testifying expert on redistricting to Attorney General Glenn Abbott of Texas. He has also been involved in redistricting litigation in Oklahoma, New Mexico, South Dakota, Wisconsin, Illinois, Virginia, and Georgia.  His email address is rkgaddie@ou.edu.



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