BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 285
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          Date of Hearing:   March 23, 2009

                      ASSEMBLY COMMITTEE ON BANKING AND FINANCE
                                  Pedro Nava, Chair
                  AB 285 (Tran) - As Introduced:  February 13, 2009
           
          SUBJECT  :   Corporations: electronic transmissions. 

           SUMMARY  :   Eliminates the requirement to satisfy the federal  
          Electronic Signatures in Global and National Commerce Act  
          (E-Sign Act) (15 U.S.C. Sec.7001(c) (1)). Specifically,  this  
          bill  :  

          1)Requires that electronic transmissions to an individual  
            shareholder or member who is a natural person be preceded by  
            or include a written statement containing:

                  a.        any right of the recipient to have the record  
                    provided or made available on paper or in  
                    nonelectronic form;

                  b.        whether the consent applies only to that  
                    transmission, to specified categories of  
                    communications, or to all communications from the  
                    corporation; and, 

                  c.        the procedure the recipient must use to  
                    withdraw consent.  

           EXISTING STATE LAW  :

          1)Establishes the Uniform Electronic Transactions Act (UETA),  
            which enacts procedures and establishes safeguards for the use  
            of electronic records and electronic signatures in business  
            and governmental activities [Civil Code Section 1633.1 et  
            seq.]

          2)Defines "electronic transmission by the corporation" as a  
            communication that satisfies the requirements applicable to  
            consumer consent to electronic records, as set forth in the  
            Electronic Signatures in Global and National Commerce Act, and  
            that is all of the following [Corporations Code Section 20]:

                  a.        Delivered by facsimile or electronic mail;  
                    posting on an electronic message board or network that  








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                    the corporation has designated for those  
                    communications, together with a separate notice to the  
                    recipient of the posting; or other means of electronic  
                    communication;

                  b.        Sent to a recipient who has provided an  
                    unrevoked consent to the use of those means of  
                    transmission for communications; and, 

                  c.        Creates a record that is capable of retention,  
                    retrieval, and review, and that may thereafter be  
                    rendered   into clearly legible, tangible form.

           EXISTING FEDERAL LAW  : establishes the E-Sign Act (15 USC Section  
          7001 et seq.), which    makes electronic signatures and records  
          valid for all types of  transactions that occur in interstate  
          and foreign commerce, unless the transactions are specifically  
          exempted, and which establishes specific standards for any  
          electronic communication that is sent to a consumer  relating to  
          a transaction.
           
          FISCAL EFFECT  :   None

           COMMENTS  :   

           BACKGROUND:    The President signed the E-Sign Act on June 30,  
          2000 to facilitate the use of electronic records and signatures  
          in interstate and foreign commerce by ensuring the validity and  
          legal effect of contracts entered into electronically.  The Act  
          went into effect in October 2000.  

          On top of the E-Sign Act, California was the first state to  
          enact the UETA which was signed on September 22, 1999 and became  
          effective on January 1, 2000.  The overall purpose of UETA is to  
          assure that electronic signatures and transactions have the same  
          legal effect as "wet" signatures and paper documents.  Some may  
          consider this as a movement to become a "paperless" society.  

          AB 285 would in fact be eliminating the requirement to follow 15  
          U.S.C. Sec 7001 (C) (1) which states that information may be  
          provided or made available to consumers through the use of an  
          electronic record, and doing so will satisfy any requirement  
          under any statute, regulation or other rule of law, that the  
          information be in writing. However, there are limitations on the  
          ability to provide electronic disclosures to consumers. There  








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          are four restrictions which include, the consumer must have  
          affirmatively consented to the use by the other party of  
          electronic records to provide or make available the required  
          information, and the consumer must not have withdrawn that  
          consent.  Second, the consumer must have received specified  
          disclosures prior to consenting.   These include informing the  
          consumer how the consumer may obtain a paper copy of the  
          electronic record, and any fees the consumer may be charged.   
          Third, the consumer must be informed of the hardware and  
          software requirements for access to the disclosure information.  
          The consumer must consent to the use of electronic records, or  
          confirm his or her consent, in a manner that "reasonably  
          demonstrates" the consumer can access the information.   This  
          requirement is thought to be a significant protection against  
          consumer mistake or abuse of the consumer, by establishing that  
          no consumer will receive electronic disclosures except after the  
          consumer has demonstrated that he or she has and can operate the  
          systems (hardware and software) that are required to receive the  
          disclosures. The disclosing party is not required to engage in  
          any further verification of the consumer's capabilities.   
          Fourth, if the hardware or software requirements are changed  
          after consent, the consumer must receive a revised disclosure of  
          the new requirements and a resolicitation of the consumer's  
          consent.  

          Although AB 285 is eliminating the above requirements, the new  
          language puts in place similar language which the sponsor  
          contends will clarify the ambiguity and make it easier for  
          corporations to understand and use this law accurately in  
          real-life.  

           FEDERAL PREEMPTION  :  One of the most significant issues arising  
          from the E-SIGN Act is the interplay of federal and state law.  
          The E-SIGN Act provides that the states may override the  
          preemptive effect of the federal law.  A state may modify, limit  
          or supersede the E-SIGN act if it specifies alternative  
          procedures or requirements for the use and/or acceptance of  
          electronic records or electronic signatures.  California has the  
          authority in this manner to determine what is best.  This is an  
          example where state law is not preempted by federal law.  

           NEED FOR THE BILL  :  Two reasons have been stated as to why this  
          bill is necessary.  The first is the E-Sign Act applies to  
          consumers, not corporate communications to members or  
          shareholders.  Hence, existing law requires corporations to  








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          apply a standard to shareholder and member communications that  
          was not drafted for those communications.  Second, existing law  
          is ambiguous as to whether all communications with directors are  
          restricted, not only those communications relating to those  
          directors as shareholders or members.

          According to the sponsor, the Nonprofit and Unincorporated  
          Organizations Committee of the Business Law Section of the State  
          Bar of California, "AB 285 would provide a workable standard in  
          lieu of the E-Sign Act, while using it as a general guide.  The  
          constraints of the federal E-Sign Act are not quite appropriate  
          for electronic transmissions by corporations under the  
          California Corporations Code. In fact, even if they were, it  
          would be better if the actual requirements were in the  
          Corporations Code rather than requiring people to go and find  
          and then apply the federal law. In addition, there apparently  
          may be some concerns that the requirements of Section 20 run  
          afoul of the SEC's "notice and access" regulation dealing with  
          proxy materials."

           RELATED LEGISLATION: 
           
          SB 1409 (Ackerman), Chapter 177, Statutes of 2008.  Allows  
          California corporations to comply with the requirement in  
          existing law to transmit an annual report to shareholders by  
          posting the annual report on an Internet website that is  
          accessible to shareholders free-of-charge.  

          AB 1959 (Tran), Chapter 214, Statutes of 2006.  Expressly  
          authorizes written consents by shareholders to be transmitted  
          electronically.  

          SB 1306 (Ackerman), Chapter 254, Statutes of 2004.  Modernizes  
          the statutes relating to the conduct of business by  
          corporations, partnerships, and limited liability companies to  
          permit the use of electronic transmissions as a means of  
          communication.  

           REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           
          Business Law Section of the State Bar of California (Sponsor)
          California Society of Association Executives









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           Opposition 
           
          None on file.
           
          Analysis Prepared by  :    Kathleen O'Malley / B. & F. / (916)  
          319-3081