BILL ANALYSIS                                                                                                                                                                                                    






                             SENATE JUDICIARY COMMITTEE
                           Senator Ellen M. Corbett, Chair
                              2009-2010 Regular Session


          AB 285                                                      
          Assemblymember Tran                                         
          As Amended May 12, 2009
          Hearing Date: June 9, 2009
          Corporations Code                                           
          GMO:jd                                                      
                                                                      

                                        SUBJECT
                                           
          Corporations:  Electronic Transmissions to Shareholder or Member

                                      DESCRIPTION  

          This bill would prohibit an electronic transmission by a  
          corporation to an individual shareholder or member who is a  
          natural person unless, in addition to current requirements for  
          electronic transmissions, the consent given by the shareholder  
          or member to receipt of an electronic transmission was preceded  
          by or includes a clear written statement to the recipient of:  
          (1) a right to have the record provided or made available on  
          paper or in nonelectronic form; (2) whether the consent applies  
          only to that specific transmission, to specified categories of  
          communications, or to all communications from the corporation;  
          and (3) the procedures the recipient must use to withdraw  
          consent.

                                      BACKGROUND  

          Sponsored by the Nonprofit and Unincorporated Organizations  
          Committee of the Business Law Section of the State Bar, AB 285  
          aims to clarify the rules for the use of electronic  
          communications between corporations (including public benefit  
          corporations and mutual benefit corporations) and their  
          shareholders and members.  At present, Section 20 of the  
          Corporations Code permits the use of electronic transmissions as  
          a means of communication between a corporation and its  
          shareholders.  However, Section 20 also requires compliance  
          with, or satisfaction of, requirements of the federal Electronic  
          Signatures in Global and National Commerce Act (the E-SIGN Act)  
          relating to consumer consent to electronic records.  Also  
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          affected is California's Uniform Electronic Transactions Act,  
          which set standards for the use of electronic signatures and  
          gives them the same effect as signatures on paper documents when  
          properly executed.




                                CHANGES TO EXISTING LAW
           
           Existing law  establishes the Uniform Electronic Transactions Act  
          (UETA) that establishes procedures and safeguards for the use of  
          electronic records and electronic signatures in business and  
          governmental activities. (Civ. Code Sec. 1633.1 et seq.)
           
          Existing federal law  establishes the E-SIGN Act (15 U.S.C.  
          Section 7001 et seq.), that makes electronic signatures and  
          records valid for all types of transactions that occur in  
          interstate and foreign commerce, unless the transactions are  
          specifically exempted.  The E-SIGN Act also establishes specific  
          standards for any electronic communication that is sent to a  
          consumer relating to a commercial transaction. 

           Existing state law  defines "electronic transmission" by a  
          corporation as a communication that meets the requirements  
          applicable to consumer consent to electronic records as set  
          forth in the federal E-SIGN Act  and  that is all of the  
          following:
           (a)It is delivered by facsimile or other electronic means, or  
             is posted on an electronic message board or network  
             designated by the corporation for those communications,  
             together with a separate notice to the recipient of the  
             posting; or other means of electronic communication.
           (b)It is sent to a recipient who has provided an unrevoked  
             consent to the use of those means of transmission for  
             communications. 
           (c)It creates a record that is capable of retention, retrieval,  
             and review, and that may thereafter be rendered into clearly  
             legible, tangible form.

           This bill  would eliminate the requirement that an electronic  
          transmission by a corporation to an individual shareholder or  
          member satisfy the requirements applicable to consumer consent  
          to electronic records as set forth in the federal E-SIGN Act.

           This bill  would instead provide that such an electronic  
                                                                      



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          transmission is not authorized unless, in addition to meeting  
          the other requirements specified above (delivered by electronic  
          means, unrevoked consent by recipient, and creates a record  
          capable of retention, review, or retrieval), the consent given  
          by the recipient was preceded by or includes a clear written  
          statement regarding: (1) the recipient's right to receive a  
          paper copy or nonelectronic form of the document; (2) whether  
          the consent applies to only that specific transmission, to which  
          categories of communication, or to all communication; and (3)  
          the procedure for the withdrawal of consent by the recipient.

                                        COMMENT
           
          1.  Need for the bill
           
          The sponsor of AB 285 states:

            The problem [with having to satisfy the E-SIGN Act  
            requirements] is ? [that] the constraints of the federal  
            E-SIGN Act are not quite appropriate for electronic  
            transmissions by corporations under the [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.  

          The bill has been amended to clearly state in the statute what  
          requirements must be met regarding consent by a recipient of  
          electronic transmissions prior to or concurrent with the  
          transmission.

          2.   E-SIGN Act, UETA and Corporations Code Section 20

           The federal E-SIGN Act was enacted, effective October 2000, to  
          facilitate the use of electronic records and signatures in  
          interstate commerce by ensuring the validity and legal effect of  
          transactions and contracts entered into by electronic means.   
          Prior to enactment of the E-SIGN Act, California adopted the  
          Uniform Electronic Transactions Act (UETA), which gave effect to  
          the use of electronic records and signatures in commercial and  
          governmental activities. 

          The Corporations Code was later amended to permit the use of  
          electronic communications by corporations, thereby modernizing  
          the means of communication between corporations and their  
          shareholders or members.  Corporations Code Section 20 defines  
                                                                      



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          "electronic transmission by the corporation," referring to a  
          "recipient" that includes directors, shareholders, and members.   
          It further provides that any such electronic transmission to a  
          shareholder or member is not authorized, unless, in addition to  
          satisfying specified requirements, the transmission also  
          satisfies the requirements applicable to consumer consent to  
          electronic records set forth in the federal E-SIGN Act.

          According to the sponsor, the reference to satisfying E-SIGN  
          requirements has impacted many of the possible uses of  
          electronic transmissions by California corporations.  For  
          example, for profit corporations, public benefit corporations,  
          mutual benefit corporations, and religious corporations can  
          allow board members to participate in a meeting through  
          electronic transmission by and to the corporation (Corp. Code  
          Secs. 307, 5211, 7211, 9211); authorize notices of member  
          meetings by electronic transmission by the corporation (Secs.  
          601, 5511, 7511, 9411); and allow ballots and any related  
          material to be sent by electronic transmission by the  
          corporation (Secs. 5513, 7513, 9413).  However, because of the  
          restrictions of the E-SIGN Act, many corporations have not taken  
          advantage of opportunities for efficiencies and improved  
          communication between the corporation and its shareholders and  
          members.  Further, they state that Section 20 may be interpreted  
          to require compliance with the E-SIGN Act for transmissions from  
          a corporation to its own directors (in their capacity as  
          directors and in the course of a meeting), just because the  
          directors are also "members" or "shareholders," thus putting the  
          legitimacy of board actions in question.

          This bill would eliminate from Corporations Code Section 20 the  
          reference to meeting the requirements of E-SIGN provisions  
          related to consumer consent to electronic records.

          Instead, the bill would provide that such transmissions are not  
          authorized (rendering them ineffective for all purposes) unless  
          the consent to the transmission was preceded or accompanied by a  
          clear written statement of the following:
          (1)the recipient's right to receive the communication as a paper  
            copy or in a nonelectronic form; 
          (2)whether the consent pertains to only that communication, to  
            specified categories of communications, or to all  
            communications; and
          (3)what procedures the recipient must use to withdraw consent.

          3.    Arguments in support of the bill  
                                                                      



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          According to proponents of AB 285, these changes to Section 20  
          of the Corporations Code would facilitate the use of electronic  
          communications by corporations.  First, there would be no need  
          to consult and interpret the E-SIGN Act, since the requirements  
          would be expressly delineated in the statute.  Second, the new  
          standards would be more workable for communications by  
          corporations with their shareholders or members, since the  
          E-SIGN Act was designed to apply to consumer commercial  
          transactions for goods or services for personal or household  
          use.  Third, it would be very clear that the consent  
          requirements must be met prior to or at the same time as when  
          the communication is electronically sent.  And fourth, it would  
          be clear that the consent requirements apply only to  
          communications between the corporation and its shareholders or  
          members, even if sent to a director who is also a shareholder or  
          member.  

          There is no opposition to the bill.


           Support  : California Society of Association Executives (CalSAE);  
                 California Association of NonProfits

           Opposition  : None Known

                                        HISTORY
           
           Source : Nonprofit & Unincorporated Organizations Committee of  
          the Business Law Section of the State Bar of California

           Related Pending Legislation  : None Known

           Prior Legislation  : None Known

           Prior Vote  : 

          Assembly Banking and Finance Committee (Ayes 10, Noes 0)
          Assembly Judiciary Committee (Ayes 10, Noes 0)
          Assembly Floor (Ayes 78, Noes 0)

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