BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 1196
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          CONCURRENCE IN SENATE AMENDMENTS
          AB 1196 (Blumenfield)
          As Amended September 2, 2009
          Majority vote 
           
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          |ASSEMBLY:  |53-23|(June 1, 2009)  |SENATE: |28-12|(September 8,  |
          |           |     |                |        |     |2009)          |
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           Original Committee Reference:    JUD.  

           SUMMARY  :  Seeks to amend the California False Claim Act (CFCA)  
          to redefine key definitions, increase civil liability for making  
          false claims, strengthen government control over a qui tam  
          plaintiff's lawsuit, and clarify application of the statute of  
          limitations, all in an effort to improve the ability of state  
          and local authorities to recover government funds that are the  
          subject of a false claim.  Specifically,  this bill  :   

          1)Expands the definition of "claim" to mean any request or  
            demand, whether under a contract or otherwise, for money,  
            property, or services, that either:  a) is presented to an  
            officer, employee, or agent of the state or of a political  
            subdivision; or, b) is made to a contractor, grantee, or other  
            recipient, if the money, property, or service is to be spent  
            or used on a state or any political subdivision program or  
            interest, as provided.

          2)Removes the instruction that a person's liability to the state  
            or political subdivision for specified false claim violations  
            is calculated from the amount of damages sustained by the  
            state or political subdivision, and instead provides that the  
            person is liable for "three times the amount of damages  
            because of the act of that person."

          3)Makes the current penalty provision mandatory rather than  
            discretionary, and imposes the penalty for each specified  
            violation of the CFCA on a "per violation" basis rather than a  
            "per claim" basis.

          4)Expands the scope of conspiracy liability under the CFCA to  
            include conspiracy to commit any one of several enumerated  
            violations relating to the submission of a false claim,  
            including so-called "reverse false claims".








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          5)Clarifies that CFCA's penalty and liability provisions do not  
            apply to false claims submitted to the Insurance Commissioner  
            acting as Conservator for an insolvent insurer, pursuant to  
            Insurance Code Section 1011.

          6)Requires written consent from the Attorney General (AG) or  
            prosecuting authority of a political subdivision for the court  
            to grant dismissal of a false claim civil action brought by an  
            individual ("qui tam plaintiff"). 

          7)Prohibits a private person from waiving or releasing a claim  
            for any of several enumerated violations of the Act, except if  
            the action is part of a court approved settlement of a false  
            claim civil action. 

          8)Clarifies the statute of limitations to prohibit the filing of  
            a false claim civil action more than three years after the  
            date of discovery by the AG or prosecuting authority with  
            jurisdiction to act, or, in any event, not more than 10 years  
            after the date on which the violation of the Act was  
            committed.

           The Senate amendments  :

          1)Revise definitions of certain terms, including "state funds"  
            and "political subdivision funds" to mean funds that are the  
            subject of a claim presented to an officer, employee, or agent  
            of the state or political subdivision, or where the state or  
            political subdivision provides, has provided, or will  
            reimburse any portion of the money, property, or service  
            requested or demanded.

          2)Remove provisions authorizing the state to file its own  
            complaint in intervention or amend the qui tam plaintiff's  
            complaint where such pleading would "relate back" to the  
            filing date of the original complaint.

          3)Authorize a court to award a defendant reasonable attorney's  
            fees and expenses when the court finds the claim was brought  
            primarily, rather than solely, for purposes of harassment.

          4)Provide that the AG or the prosecuting authority of a  
            political subdivision has a duty to investigate specific  
            violations of the False Claims Act.








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          AS PASSED BY THE ASSEMBLY  , this bill was substantially similar  
          to the version approved by the Senate.

           FISCAL EFFECT  :  According to the Senate Appropriations  
          Committee, pursuant to Senate Rule 28.8, negligible state costs.
           
          COMMENTS  :  This bill would amend the CFCA to redefine key  
          definitions, increase civil liability for making false claims,  
          strengthen government control over a qui tam plaintiff's  
          lawsuit, and clarify application of the statute of limitations,  
          all in an effort to improve the ability of state and local  
          authorities to recover government funds that are the subject of  
          a false claim.

          The CFCA closely mirrors many provisions of the federal False  
          Claims Act (FCA), 31 USC  3729, and thus federal judicial  
          authority is persuasive in interpreting parallel provisions of  
          the CFCA.  Recent opinions by federal and state courts have  
          resulted in outcomes that the author believes do not or will not  
          give full effect to the Legislature's intent to protect state  
          treasury funds from false claims when it enacted the CFCA.  As a  
          result, this bill represents an effort to legislatively address  
          certain concerns about the CFCA in a manner that reflects recent  
          jurisprudence and promotes consistency between the CFCA and the  
          federal FCA wherever possible.
          
          In June 2008, the U.S. Supreme Court in Allison Engine v. U.S.  
          ex rel Sanders, 553 U.S. __(2008), considered provisions of the  
          federal False Claims Act that impose civil liability on a person  
          who knowingly uses a "false record or statement to get a false  
          or fraudulent claim paid or approved  by the Government  "  
          (emphasis added), 31 U.S.C. 3729(a)(2).  The Court held that a  
          plaintiff asserting a claim under 3729(a)(2) must prove that  
          the defendant intended that the false record or statement be  
          material to the government's decision to pay or approve the  
          false claim.  
          Thus, Allison Engine may preclude prosecutions under the CFCA in  
          cases where state funds are disbursed to fund a construction  
          project, and the contractor then pays a false claim with  
          "government funds" received from the government.  This unwanted  
          result may occur because the false claim was not technically  
          "paid or approved by the Government." 

          In 2005, the California Supreme Court held that the "state  








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          funds" subject to protection under the CFCA "only includes funds  
          that are in some sense part of the public treasury, the  
          diminution of which harms or would harm taxpayers."  (State of  
          California v. Altus Finances, S.A. (2005) 36 Cal.4th 1284,  
          1302.)  

          To address the concerns raised by these two court decisions, the  
          author has amended the bill to define the terms "state funds"  
          and "political subdivision funds" to mean funds that are the  
          subject of a claim presented to an officer, employee, or agent  
          of the state or political subdivision, or where the state or  
          political subdivision provides, has provided, or will reimburse  
          any portion of the money, property, or service requested or  
          demanded.  The new language is intended to ensure that CFCA  
          protections apply to billions of dollars of government funds  
          disbursed to contractors and other organizations that administer  
          state or local programs.

          In 2007, the Court of Appeal in Fassberg Construction Co. v.  
          Housing Authority of City of Los Angeles, 152 Cal.App.4th 720,  
          736-37, held that certain violations of the CFCA are not "false  
          claims" subject to penalty under the CFCA because they are  
          defined differently than a "claim" in Section 12650(b)(1).   
          Under Fassberg, a person who uses a reverse false claim to  
          defraud the government would not be subject to the penalties  
          provided by the CFCA.  The author has expressed intent to  
          continue working with supporters and opponents of the bill on a  
          precise definition that addresses the discrepancy under  
          Fassberg, but is narrow enough to exclude an inadvertent  
          underpayment to a state or political subdivision.

          The bill also amends Government Code Section 12654(a) to clarify  
          that only the Attorney General's knowledge of the false claim  
          triggers the statute of limitations to begin running against the  
          government because only the Attorney General has the authority  
          to investigate and prosecute false claims violations involving  
          state funds.  

          With respect to a qui tam plaintiff's right to dismiss the  
          action and waive or release a claim for any violation of the  
          CFCA, the qui tam civil action may be dismissed only with the  
          written consent of both the court and the AG or prosecuting  
          authority.  In addition, no legal claim for any false claim  
          violation may be waived or released by any private person,  
          unless as specified.








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          Finally, the bill codifies the California Supreme Court's  
          decision in Altus Finance, S.A. to exclude assets of an  
          insolvent insurer pursuant to Insurance Code Section 1011.


           Analysis Prepared by  :  Anthony Lew / JUD. / (916) 319-2334 


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