BILL ANALYSIS                                                                                                                                                                                                    






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


          AB 2597 (B. Berryhill)
          As Amended June 2, 2010
          Hearing Date: June 29, 2010
          Fiscal: Yes
          Urgency: No
          BCP:jd
                    

                                        SUBJECT
                                           
                      Vehicles: Manufacturers and Distributors.

                                      DESCRIPTION  

          This bill would prohibit a manufacturer or distributor from  
          offering or attempting to offer a customer or motorsports dealer  
          an incentive to promote the sale or lease of motorsports  
          vehicles that is conditioned on one or more of the following:
                 Purchase by the selling dealer of a minimum number of  
               vehicles.
                 The selling dealer maintaining a minimum number of  
               vehicles in inventory.
                 The date that the selling dealer acquired the vehicles  
               eligible for the incentive.

          This bill would also prohibit those entities from discriminating  
          in favor of a motorsports dealer, and provide that unfair  
          discrimination includes the following:
                 Furnishing to the motorsports dealer a vehicle, part, or  
               accessory that is not made available to all dealers, as  
               specified.
                 Referring a prospective purchaser or lessee to a dealer  
               unless that person resides in the area of responsibility  
               assigned to that dealer, or unless the referral is  
               requested.

          This bill would also prohibit a manufacturer or distributor from  
          requiring, or attempting to require, a motorsports dealer to  
          maintain a vehicle inventory in excess of a reasonable minimum  
          requirement not to exceed a 60-day supply, as specified. 

                                                                (more)



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                                      BACKGROUND  

          The New Motor Vehicle Board (NMVB) is a program within the  
          Department of Motor Vehicles (DMV) which operates in a quasi  
          judicial capacity to resolve disputes between franchise dealers  
          and manufacturers/distributors of new motor vehicles and  
          specified motorsports vehicles.  Under existing law, the NMVB  
          may only take action on disputes when "a protest is presented to  
          the Board by a franchisee."  (Veh. Code Sec. 3050.) 
          In 2008, AB 2976 (Keene) sought to address the concerns of  
          motorsport dealers that manufacturers were compelling them to  
          buy and inventory vehicles in numbers that exceeded what they  
          actually required.  Those concerns were based on the practice of  
          manufacturers providing increasingly favorable terms based upon  
          the number of vehicles ordered.  That bill was approved by this  
          Committee and moved to the inactive file for purposes of  
          reaching a compromise with the opposition.  The compromise never  
          occurred and AB 2976 died on the inactive file.

          This bill, sponsored by the California Motorcycle Dealers  
          Association, is substantially similar to AB 2976 as it was heard  
          by this Committee, although it does not contain the Committee's  
          previously suggested amendment that is discussed in Comment 3.   
          Specifically, this bill would prohibit a manufacturer or  
          distributor from offering an incentive to promote the sale or  
          lease of a motorsport vehicle that is conditioned on specified  
          requirements, prohibit the unfair discrimination in favor of a  
          dealer, as specified, and prohibit any requirement that a dealer  
          maintain an inventory in excess of a reasonable minimum  
          requirement, not to exceed a 60-day supply.

                                CHANGES TO EXISTING LAW
           
           Existing law  , Vehicle Code Section 11713.3, makes it unlawful  
          for a vehicle manufacturer or distributor to take specified  
          actions against a vehicle dealer or franchisee, including:
           failing to pay a dealer within a reasonable time following  
            receipt of a valid claim by the dealer, for a payment agreed  
            to be made by the manufacturer or distributor to the dealer  
            because a new vehicle from a prior model year is in the  
            dealer's inventory at the time of introduction of new model  
            vehicles (subdivision (i));
           offering refunds or other types of inducements to a person for  
            the purchase of a new motor vehicle of a certain line-make to  
            be sold in a market area without making the same offer to all  
            other dealers in the same line-make within the relevant market  
                                                                      



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            area (subdivision (k));
           competing with a dealer in the same line-make operating under  
            a franchise agreement from the manufacturer or distributor in  
            the relevant market area (subdivision (o));
           unfairly discriminating among its franchisees with respect to  
            warranty reimbursement or authority granted to its franchisees  
            to make warranty adjustments with retail customers  
            (subdivision (p)); and
           unfairly discriminating in favor of any dealership owned or  
            controlled, in whole or in part, by a manufacturer or  
            distributor or an entity that controls or is controlled by the  
            manufacturer or distributor, including the referral of  
            prospective customers to that owned or controlled dealership  
            unless the prospective customer lives in that dealership's  
            assigned area of responsibility or requests the referral to  
            that dealership (subdivision (u)).

           Existing law  makes a violation of Section 11713.3 punishable as  
          a misdemeanor.  Any unlawful act may also be the basis for an  
          unfair competition claim.  (Bus. & Prof. Code Sec. 17200.)
          
           This bill  , applicable only to motorsports vehicles, would make  
          it unlawful for a motorsports vehicle manufacturer or  
          distributor to do any of the following:

           To offer or attempt to offer a motorsports dealer incentive  
            program (e.g., customer or dealer rebate, discount,  
            promotional financing, or other incentive) to promote the  
            retail sale or lease of motorsports vehicles that is  
            conditioned on one or more of the following:  
             a)   Purchase by the selling dealer of a minimum number of  
               motorsports vehicles.   
             b)   The selling dealer maintaining a minimum number of  
               motorsports vehicles in inventory.  
             c)   The date that the selling dealer acquired the  
               motorsports vehicles eligible for the incentive. 
           
           To unfairly discriminate in favor of a motorsports dealer in  
            any of the following manner:
             a)   Furnishing to a motorsports dealer a vehicle, part, or  
               accessory that is not made available to all dealers at the  
               same actual price and pursuant to a reasonable allocation  
               formula applied uniformly and not based on the inventory  
               size or purchasing history or volume of the dealer, or that  
               is not made available to all dealers on comparable  
               financing and delivery terms, including the time of  
                                                                      



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               delivery after the placement of an order.  Differences in  
               delivery terms due to geographic distances or other factors  
               beyond the control of the manufacturer, branch, or  
               distributor would not constitute unfair discrimination.  
             b)   Referring a prospective customer to a motorsports dealer  
               unless the prospective customer resides in the area of  
               responsibility assigned to that dealer or the prospective  
               customer requests to be referred to that dealer.   

           To require or attempt to require a motorsports dealer to  
            maintain a motorsports vehicle inventory in excess of a  
            reasonable minimum requirement not to exceed a 60-day supply  
            based on the rate of sales of the dealer for the preceding 90  
            days.  

           This bill  would define a "motorsports vehicle" to mean a  
          motorcycle, motor-driven cycle, motorized scooter, motorized  
          bicycle, all-terrain vehicle, or a snowmobile.   

           This bill  would define a "motorsports dealer" as a person  
          licensed to engage in the sale of more than one type of  
          motorsports vehicle that is manufactured by the same company or  
          by a subsidiary of the same company.

           This bill  would provide that a motorsports dealer that is  
          engaged in more than one active franchise agreement, except for  
          those franchise agreements from a subsidiary of the same parent  
          company, shall not be considered to be a multiline motorsports  
          dealer if those franchise agreements cover one type of  
          motorsports vehicle.

                                        COMMENT
           
          1.   Stated need for the bill  

          According to the author,

            Many major motorcycle manufacturers (OEMs) will calculate  
            the quota of vehicles [on] a dealer-by-dealer basis.  The  
            favored terms are scaled into tiers that provide  
            increasingly favorable terms, i.e., Gold, Silver, and  
            Bronze.  If a dealer purchases the quota of vehicles that  
            the OEM has arbitrarily set for the dealership, then the  
            dealer is eligible to receive more favored terms.  If a  
            dealer refuses to take the quota (which they may feel is not  
            reasonable for sales in their market area), then that dealer  
                                                                      



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            will not receive favorable terms and its consumers will not  
            receive the retail rebate.  These are types of "stair step  
            incentives," but are particularly troubling because they are  
            based not only on a successful retail sale, but also on  
            wholesale purchase requirements.

          The California Motorcycle Dealers Association (CMDA), sponsor,  
          further contends:

            Motorcycle manufacturers, taking advantage of the vast  
            disparity in economic and bargaining power between dealers  
            and manufacturers, often offer favored dealers better terms  
            and conditions when they sell them motorcycles, parts and  
            accessories.  Good public policy, and basic fairness,  
            dictate that all dealers must be treated similarly to be  
            able to compete on a level playing field.

            All of the job losses in California's motorcycle industry,  
            estimated at between 30 and 40% of what used to be a $3  
            billion industry in this state, can not be blamed on the  
            OEMs' discriminatory inventory allocation, favoritism and  
            dumping practices, but it is estimated that hundreds of jobs  
            may be reclaimed if the funds currently used to pay high  
            flooring bills for unneeded inventory were available for  
            new, or re-hire, employees' pay.

          2.   Opposition's arguments  

        The Motorcycle Industry Council (MIC), in opposition, expresses  
          concerns that a similar Montana law was found to violate the  
          Contracts Clause of the United States Constitution, that  
          government intervention into these contractual agreements  
          creates an increasingly complicated and difficult business  
          environment, that this bill would not permit OEMs to offer  
          greater support for a dealer that wants to take on greater risk  
          and grow its business, and that by eliminating incentives based  
          upon date of purchase, this bill would eliminate the dealer's  
          opportunity to take advantage of OEM overstock situations.  MIC  
          further contends that their incentive programs are optional -  
          dealers are under no obligation to participate, that if this  
          bill were enacted, OEMs would likely quit offering promotional  
          programs in California in order to avoid potential violations of  
          the law, and that this bill would place the burden entirely on  
          the OEM for warehousing all products.  Bombardier Recreational  
          Products, in opposition, further asserts that the recent  
          amendments applying the bill to dealers who carry more than one  
                                                                      



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          type of motorsports vehicle would create an uneven playing  
          field. 

          The California Motorcycle Dealers Association (CMDA), in  
          response, contends that the decision regarding the Montana  
          statute has "absolutely no bearing on the vetting of AB 2597,  
          since this bill pertains to California motorsports dealers,  
          only, not to dealers in any other state."  (CMDA notes that the  
          court declared the definition of "dealer" in the Montana statute  
          to be limited to "those retailers physically located in the  
          state of Montana only, and not to every dealer in the United  
          States.")  CMDA further contends that because the current "stair  
          step incentives" are based not only on a successful retail sale,  
          but also on wholesale purchase requirements, "dealers who do  
          not, or economically cannot, purchase an OEM's unrealistic  
          quotas are at a comparative disadvantage versus dealers that do  
          accept their quotas.  Often, OEMs informally, inconsistently,  
          subjectively, and arbitrarily set the quotas without disclosing  
          to all their dealers the selection criteria.  This is clearly  
          discriminatory and cries out for legislative redress.  Consumers  
          can't take advantage of retail rebates, discounts, better terms  
          and incentives if their local dealer cannot offer them because  
          of OEM policy favoritism."  
             
          3.    Should these franchise agreements (for the sale of  
            motorsports vehicles) be singled out from other vehicle  
            franchise agreements?

           Dealer incentive programs currently exist in both the passenger  
          car industry as well as the motorsports vehicle industry.  Yet,  
          this bill singles out the motorsports vehicle industry for its  
          special protections.  Committee staff is not aware if the dealer  
          incentive programs offered in the motorsports industry are more  
          predatory or invasive on a dealer's business practices than  
          programs offered in the passenger car industry.    
             
          Even still, as structured, AB 2597 would appear to prohibit any  
          type of dealer incentive program in the motorsports industry,  
          reasonable or not, that is based on the dealer buying a minimum  
          number of motorsports vehicles.  Thus, pursuant to this bill, a  
          motorsports dealer in California could be eligible for special  
          financing, or a flooring rebate, or another form of dealer  
          incentive whether that dealer sold one or one thousand  
          motorsports vehicles.  Whether it is at the wholesale level or  
          the retail level, intuitively, a buyer should always get a  
          better price if he or she buys an item in large or bulk  
                                                                      



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          quantity.    

          SHOULD DEALER INCENTIVE PROGRAMS BASED ON THE DEALER'S VEHICLE  
          SALES BE MADE UNLAWFUL?

          Striking that one provision would be one solution, but the  
          bigger question remains:  Should special protections be enacted  
          for motorsports vehicle dealers?
          Without more expertise, committee staff cannot gauge whether the  
          other prohibited conditions for participation in a dealer  
          incentive program are reasonable and common to the motor vehicle  
          industry, or are unique to the motorsports vehicle industry and  
          therefore should be prohibited.  For instance, a minimum  
          inventory requirement as a condition of preferred dealer  
          financing may be reasonable if the minimum inventory requirement  
          is reasonable.  However, the bill would prohibit any minimum  
          inventory requirement as a condition of preferred financing or  
          another dealer incentive.  (Committee staff notes that when this  
          Committee heard AB 2976, the author of that bill and the present  
          sponsor amended the bill pursuant to the following suggestion.)

          SHOULD THE PROPOSED RESTRICTIONS ON DEALER INCENTIVE PROGRAMS BE  
          DELETED?
           
             Suggested amendment
             
            On page 10, strike out lines 25 to 34, inclusive, and renumber  
            the unfair discrimination provision accordingly.
            
          However, the provisions proposing to ban specified forms of  
          unfair discrimination seem reasonable and justifiable, as do the  
          restriction on inventory requirements.   With regard to the  
          latter, committee staff would observe that the proposed  
          provision on page 11, beginning on line 17, (making it unlawful  
          for a motorsports vehicle manufacturer to require a dealer to  
          maintain a motorsports vehicle inventory in excess of a  
          reasonable minimum requirement not to exceed a 60-day supply  
          based on the rate of sales for that dealer in the preceding  
          90-days) would appear to address the sponsor's concerns about  
          unreasonably high inventory requirements, without also having to  
          enact the dealer incentive program restrictions. 

          4.    Prior requests to negotiate, not legislate  

          CMDA notes that when they sponsored AB 2976 in 2008, "CMDA bowed  
          to legislative calls to meet with the manufacturers and their  
                                                                      



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          trade association representatives to determine if enough  
          compromise could be reached on outstanding issues, so that the  
          legislative solution would not be necessary."  CMDA submitted a  
          detailed description of the subsequent failed attempts to  
          compromise and asserts that:

            With this recent history behind it, the CMDA has had no  
            other recourse but to introduce AB 2597, authored by  
            Assemblyman Bill Berryhill.  These are issues that cry out  
            for legislative redress; the CMDA went into the 2009  
            negotiations hoping that fair play by the manufacturers  
            would prevail.  Fortunately, the unfair business practices  
            that AB 2597 seeks to cure are not universally employed by  
            all of the manufacturers.  Some like the Harley-Davidson  
            Motor Company, are in general compliance with the provisions  
            of AB 2597, so they will be unaffected by its passage.

           Support  :  None Known

           Opposition  :  Bombardier Recreational Products; Motorcycle  
          Industry Council 

                                        HISTORY
           
           Source  :  California Motorcycle Dealers Association

           Related Pending Legislation  :  None Known

           Prior Legislation  :  AB 2976 (Keene, 2008) See Background.

           Prior Vote  :

          Assembly Transportation Committee (Ayes 10, Noes 1)
          Assembly Appropriations Committee (Ayes 14, Noes 0)
          Assembly Floor (Ayes 68, Noes 4)

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