BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 285
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          Date of Hearing:   March 31, 2009

                           ASSEMBLY COMMITTEE ON JUDICIARY
                                  Mike Feuer, Chair
                  AB 285 (Tran) - As Introduced:  February 13, 2009

                                  PROPOSED CONSENT
           
          SUBJECT  :   Corporations: Electronic Transmissions

           KEY ISSUE  :  Should regulations on electronic communications  
          between a corporation and its shareholders or members be  
          CLARIFIED to eliminate a current reference to federal criteria  
          relating to consumer communications and replace it with CLEARER  
          criteria? 

           FISCAL EFFECT  :  As currently in print this bill is keyed  
          non-fiscal. 

                                      synopsis

          Existing law requires that when a corporation communicates with  
          its shareholders or members by electronic means, such as e-mail,  
          that it comply with certain requirements showing, among other  
          things, that they have obtained the consent of shareholders and  
          members to receive communications by electronic means.  In  
          setting forth this requirement, existing state law requires that  
          these communications comply with criteria set forth in the  
          federal "E-Sign Act."  However, as the author and sponsors quite  
          reasonably point out, the protections in the federal "E-Sign  
          Act" were designed to protect and ensure the consent of  
          consumers; it was not designed to cover communications between a  
          corporation and its shareholders and members.  Accordingly, the  
          cross-reference to federal law creates unnecessary regulations  
          and, moreover, confusion in light of the federal statute's  
          references throughout to "the consumer."  This bill, therefore,  
          amends existing law in order to eliminate the reference to  
          federal law and replace it with a set of criteria more relevant  
          to a corporation's communications with shareholders and members,  
          while at the same time ensuring that shareholders and members  
          have appropriately consented to receive electronic  
          communications.  (It should be stressed that this bill does not  
          eliminate any  federal  requirement; rather, it eliminates a  state   
          requirement to comply with criteria that happens to be set out  
          in a federal statute.)  This bill is sponsored by the Nonprofit  








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          and Unincorporated Committee of the Business Law Section of the  
          California State Bar.  There is no known opposition to this  
          bill. 
          
           SUMMARY  :  Eliminates a current reference to a federal statute  
          relating to consumer consent to receive electronic  
          communications, and replaces it with expressly stated  
          requirements that are more specific to electronic communication  
          between a corporation and its members or shareholders.   
          Specifically,  this bill  :  

          1)Permits a corporation to send an "electronic transmission," as  
            defined, to a member or shareholder recipient who has provided  
            consent to receive such transmissions (and has not revoked  
            that consent), but only if the transmission includes or has  
            been preceded by a clear written statement informing the  
            recipient of all of the following:

             a)   Any right that the recipient has to received the  
               information on paper or in non-electronic form; 
             b)   Whether the consent applies only to that transmission,  
               to specific categories of transmissions, or to all  
               transmissions from the corporation; 
             c)   The procedures the recipient must use to withdraw  
               consent. 

          1)Specifies that this bill only applies to communications  
            between a corporation and shareholder or member who is a  
            natural person, and if communicated to an officer or director  
            of the corporation, only if communicated in that person's  
            capacity as a shareholder or member. 

           EXISTING LAW  : 

          1)Provides, under the federal "E-Sign Act," that electronic  
            signatures, documents, and transmissions shall not be denied  
            legal effect solely because they are in electronic form.  
            However, further provides that where a statute, regulation, or  
            other rule of law requires that a transaction with  a consumer   
            be in writing an electronic document will satisfy that  
            requirement only if the consumer has affirmatively consented  
            and has been provided with a clear and conspicuous statement  
            as to his or her right to be provided with the same  
            information in non-electronic form.  (15 USC Section 7001 et  
            seq.) 








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          2)Regulates and establishes, under California law, safeguards  
            for the use of electronic signatures and transmissions by both  
            business and government entities.  (Civil Code Section 1633.1  
            et seq.)

          3)Requires California corporations to provide shareholders and  
            members with certain communications, including issuance of  
            annual reports and notice of shareholder meetings.   Permits  
            the "electronic transmission" of these communications provided  
            that the corporation sending the electronic transmission  
            complies with consumer consent requirements as set out in the  
            federal E-Sign Act.  (Corporations Code Sections 20 and 21;  
            see also Sections 600 et seq. and 1500 et seq., regarding  
            types of communication requirements that may be made  
            electronically.)   

          4)Defines "electronic transmission" as any communication to a  
            shareholder or member by electronic means, including fax,  
            e-mail, or posting on an Internet website.  (Corporations Code  
            Section 20.)

           COMMENTS  :  In 2000 Congress enacted and the President signed the  
          Electronic Signatures in Global and National Commerce Act, more  
          conveniently known as the "E-Sign Act."  The underlying purpose  
          of this bill was to address the growing number of commercial  
          transactions that were completed electronically, or which  
          involved the exchange of documents in electronic form.   
          Specifically, the E-Sign Act provided that, for any interstate  
          commercial transaction, an electronic signature, contract, or  
          other document could not be denied legal effect  solely  because  
          it was in electronic form.  However, the federal law provides  
          that whenever a statute, regulation, or other law requires that  
          information be provided to a consumer in writing, then an  
          electronic communication could only be used if the consumer had  
          given prior consent.  The E-Sign Act set forth the specific  
          means by which the consumer could give or withdraw consent to  
          receive electronic communications.  Because the E-Sign Act is  
          restricted to transactions in interstate commerce, California's  
          Uniform Electronic Transmissions Act (UETA) provides parallel  
          protections for consumers within California.  (Civil Code  
          Section 1633.1 et seq.)  

           Existing State Law on Corporate Communications with Shareholders  
          and Members.   In 2004, SB 1306 (Chapter 254, Stats. of 2004)  








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          amended several sections of the California Corporations Code  
          relating to corporate communications with shareholders and  
          members, including requirements for providing notice of board or  
          shareholder meetings, allowing participation in board or  
          shareholder meetings, and issuing annual reports to  
          shareholders.  Among other things, SB 1306 added Sections 20 and  
          21 to the Corporation Code to permit corporations to communicate  
          with shareholders and members through "electronic  
          transmissions," which was defined to include fax, e-mail, and,  
          in certain cases, postings on Internet website.  These  
          electronic transmissions, however, were only permitted if the  
          shareholder or member had provided prior consent.  But rather  
          than specify criteria by which consent could be granted or  
          revoked, the drafters of AB 1306 elected to reference criteria  
          for obtaining consumer consent under the federal E-Sign Act.  

          The problem with this approach, however, is that the federal  
          E-Sign Act was written to apply to transactions between  
          businesses and  consumers  , not between corporations and their  
          shareholders and members.  In short, many of the requirements  
          designed to protect consumers are irrelevant or overly  
          burdensome when applied to corporate communications with  
          shareholders and members.  Moreover, as the sponsor and  
          supporters point out, existing law creates confusion.  That is,  
          a corporation attempting to comply with the state law regulating  
          its communications with shareholders and members is referred to  
          a federal statute that speaks to communications with  
          "consumers."  It would be better, as the author reasonably  
          points out, to simply specify in the Corporation Code how  
          consent should be obtained.  That is precisely what AB 285 seeks  
          to do. 

          AB 285 deletes the inappropriate reference to federal law and  
          instead expressly states how the corporation should obtain  
          consent from shareholders and members.  Specifically, AB 285  
          would permit corporations to use electronic transmissions only  
          if the shareholder or member has given consent - and only where  
          consent was preceded or accompanied by a clear written statement  
          informing the recipient of his or her right to receive the  
          information in non-electronic form and explaining the procedure  
          by which the recipient can revoke consent.  In addition, the  
          prior written statement must clearly identify the categories of  
          communication to which the consent applies.  These provisions  
          reasonably obtain a recipient's consent, but without the  
          confusing references to a federal law designed to protect  








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          consumers.  

           No Federal Preemption Issue:   While a state law that eliminates  
          a reference to a federal requirement might suggest a preemption  
          issue, this is not the case with this bill.  The federal E-Sign  
          Act does not require corporations to meet federal consent  
          requirements.  The existing reference to the federal statute was  
          not made to meet a federal requirement; rather, the existing  
          reference is merely a state requirement to comply with criteria  
          that happens to be set out in a federal statute.  In short, the  
          drafters of existing law - apparently as a matter of mere  
          convenience - referenced federal criteria rather than develop  
          their own.  Yet as the Business Law Section of the State Bar  
          notes in its letter of support, the previous drafters  
          unwittingly referenced criteria that were designed for a quite  
          different purpose. 

           ARGUMENTS IN SUPPORT :  According to the author and sponsors, AB  
          285 would provide a workable standard in lieu of the E-Sign Act,  
          while still using it as a general guide.  The constraints of the  
          federal E-Sign Act, the author and sponsor contend, are not  
          quite appropriate for electronic transmissions by corporations  
          under the California Corporations Code.  In fact, even if they  
          were, the author believes that it would be better if the actual  
          requirements were spelled out in the Corporations Code rather  
          than referencing a federal law that, while setting out criteria  
          for obtaining consent to receive electronic communications, does  
          so for an entirely different purpose. 

           REGISTERED SUPPORT / OPPOSITION  :   

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

           Opposition 
           
          None on file
           
          Analysis Prepared by  :   Thomas Clark / JUD. / (916) 319-2334