BILL ANALYSIS                                                                                                                                                                                                    



                                                                  SB 340
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          Date of Hearing:  June 30, 2009

                           ASSEMBLY COMMITTEE ON JUDICIARY
                                  Mike Feuer, Chair
                       SB 340 (Yee) - As Amended: June 24, 2009

                    PROPOSED CONSENT (As Proposed to be Amended)

           SENATE VOTE  :  37-0
           
          SUBJECT  :  Automatic renewal and continuous service offers

           KEY ISSUE  :  SHOULD a BUSINESS that markets a product with an  
          "automatic renewal offer" be required to clearly and  
          conspicuously disclose renewal terms and cancellation policies,  
          and to obtain the customer's affirmative consent to an automatic  
          renewal?    

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

                                      SYNOPSIS

          This non-controversial bill, which received a unanimous vote on  
          the Senate floor, seeks to protect consumers from unwittingly  
          consenting to "automatic renewals" of subscription orders or  
          other "continuous service" offers.  According to the author and  
          supporters, consumers are often charged for renewal purchases  
          without their consent or knowledge.  For example, consumers  
          sometimes find that a magazine subscription renewal appears on a  
          credit card statement even though they never agreed to a  
          renewal.  Indeed, this problem led 23 state attorneys general to  
          launch an investigation of Time, Inc., in response to claims  
          that the company used deceptive practices in signing up  
          customers for automatic subscription renewals.  As part of a  
          settlement of this dispute, Time agreed to institute new  
          practices so that customers are fully aware of and affirmatively  
          consent to automatic renewals.  This bill, following the lead of  
          the Times' settlement, would require that renewal terms and  
          cancellation policies be clearly and conspicuously presented to  
          the consumer, whether the offer is made on printed material or  
          through a telephone solicitation.  In addition, the bill would  
          require that the consumer make some affirmative acknowledgement  
          before an order with an automatic renewal can be completed.   
          Finally, the bill specifies that violation of the bill's  








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          provisions do not constitute a crime.  The author has worked  
          closely with affected business interests and has made several  
          amendments that appear to address all stakeholders' concerns.   
          There is no registered opposition to the bill. 
           
          SUMMARY  :  Requires any business making an "automatic renewal" or  
          "continuous service" offer to clearly and conspicuously, as  
          defined, disclose terms of the offer and obtain the consumer's  
          affirmative consent to the offer.  Specifically,  this bill  : 

          1)Makes it unlawful for any business making an automatic renewal  
            offer or a continuous service offer to a consumer to do any of  
            the following:

             a)   Fail to present the offer terms in a clear and  
               conspicuous manner, as defined, before the subscription or  
               purchasing agreement is fulfilled and in visual proximity,  
               or in the case of an offer conveyed by voice, in temporal  
               proximity, to the request for consent to the offer. 
             b)   Charge the consumer's credit or debit card or the  
               consumer's account with a third party for an automatic  
               renewal or continuous service offer without first obtaining  
               the consumer's affirmative consent.
             c)   Fail to provide automatic renewal or continuous service  
               offer terms, cancellation policy, and information regarding  
               how to cancel in a manner that is capable of being retained  
               by the consumer.  If the offer includes a free trial, the  
               business shall disclose how to cancel and allow the  
               consumer to cancel before the consumer pays for the goods  
               or services.

          2)Requires a business making automatic renewal or continuous  
            service offers to provide a toll-free telephone number,  
            electronic mail address, a postal address if the seller  
            directly bills the customer, or another cost-effective,  
            timely, and easy-to-use mechanism for cancellation that shall  
            be described in the written acknowledgment. 

          3)Specifies that in the case of a material change in the terms  
            of an automatic renewal or continuous service offer that has  
            been accepted by the consumer, the business shall provide the  
            consumer with a clear and conspicuous notice of the material  
            change and provide information regarding how to cancel in a  
            manner that is capable of being retained by the consumer.  









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          4)Specifies that the requirements of this bill shall only apply  
            to the completion of the initial order for the automatic  
            renewal or continuous service, except as provided. 

          5)Provides that in any case in which a business sends any goods,  
            wares, merchandise, or products to a consumer, under a  
            continuous service or automatic renewal, without first  
            obtaining the consumer's affirmative consent, in the manner  
            required by this bill, then the goods, wares, merchandise, or  
            products shall be deemed an unconditional gift to the  
            consumer, and the business shall bear any shipping or other  
            related costs. 

          6)Provides that violation of the provisions of this bill shall  
            not be a crime, but that all civil remedies that apply to a  
            violation may be employed.  Specifies, however, that if a  
            business complies with the provisions of this bill in good  
            faith, it shall not be subject to civil remedies. 

          7)Exempts from the provisions of this bill any service provided  
            by certain businesses or entities, including those regulated  
            by the California Public Utilities Commission, the Federal  
            Communication Commission, or the Federal Energy Regulatory  
            Commission.
           
          EXISTING LAW  :

          1)Provides, under the Unfair Competition Law (UCL), that unfair  
            competition includes any unlawful, unfair, or fraudulent  
            business act or practice, including any unfair, deceptive, or  
            untrue advertising, or any act prohibited by the False  
            Advertising Act (FAA).  (Business & Professions Code Section  
            17200 et seq.)

          2)Prohibits any person with the intent, directly or indirectly,  
            to sell any goods or services by making or disseminating  
            statements that the person knows, or should know, to be untrue  
            or misleading, and prohibits any person from making or  
            disseminating any untrue or misleading statement as part of a  
            plan or scheme to sell goods or services at other than the  
            stated or advertised price.  (Business & Professions Code  
            section 17500.)

          3)Provides that any violation of the FAA is a misdemeanor.   
            (Business & Professions Code sections 17500, 17534.)








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          4)Provides that any person who violates any provision of the FAA  
            is liable for a civil penalty not to exceed $2,500 for each  
            violation that must be assessed and recovered in a civil  
            action by the Attorney General or by any district attorney,  
            county counsel, or city attorney.  (Business & Professions  
            Code section 17536.)

          5)Provides that a person who has suffered injury in fact and has  
            lost money or property as a result of unfair competition may  
            bring a civil action for relief.  (Business & Professions Code  
            section 17204.)

          6)Provides for injunctive relief, restitution, disgorgement, and  
            civil penalties for FAA violations.  (Business & Professions  
            Code sections 17203, 17206.)
           
          COMMENTS :  This non-controversial bill is a response to reported  
          consumer complaints that certain businesses, especially those  
          offering magazine subscriptions or other potentially continuous  
          services, lure customers into signing up for "automatic  
          renewals" without the consumer's full knowledge or consent.   
          This bill seeks to address this problem by requiring clear  
          disclosures and affirmative acts of customer consent.  The  
          author states:

               It has become increasingly common for consumers to  
               complain about unwanted charges on their credit cards  
               for products or services that the consumer did not  
               explicitly request or know they were agreeing to.   
               Consumers report they believed they were making a  
               one-time purchase of a product, only to receive  
               continued shipments of the product and charges on their  
               credit card.  These unforeseen charges are often the  
               result of agreements enumerated in the 'fine print' on  
               an order or advertisement that the consumer responded  
               to.  The onus falls on the consumer to end these product  
               shipments and stop the unwanted charges to their credit  
               card.  

          As noted in the author's background material, this bill was  
          prompted in part by an investigation brought by the attorneys  
          general of 23 states, including California, against Time, Inc.   
          The investigations found that subscribers to several magazines  
          published by Time, Inc. were discovering that their  








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          subscriptions were automatically renewed even though the  
          customers claimed that they had never knowingly consented to the  
          renewals.  In 2006, the investigation resulted in a settlement  
          agreement between the Attorneys General and Time that requires  
          Time to more clearly disclose renewal terms and ensure that the  
          consumer take some affirmative step to acknowledge consent or  
          rejection of the automatic renewal offer.  According to the  
          author, the specific disclosure and consent requirements in this  
          measure are modeled after, though not identical to, those set  
          forth in the Time settlement.

           ARGUMENTS IN SUPPORT  :  According to the California Public  
          Interest Research Group (CALPIRG), "this bill will help ensure  
          that consumers only get into an ongoing subscription if they  
          want to."  According to the Consumer Federation of California,  
          this measure will curb deceptive marketing practices that are  
          used to sell everything from magazine subscriptions to "free  
          trial" offers that lock consumers into an ongoing purchase  
          agreement.  Supporters generally contend that this is a  
          straightforward measure reflecting the basic premise that  
          consumers deserve to know the terms and conditions to which they  
          are agreeing. 

           Author's Technical Amendments  :  The author wishes to take the  
          following technical and clarifying amendments:

                 On page 4 after line 9 insert:

          (e) "Consumer" means any individual who seeks or acquires, by  
          purchase or lease, any goods, services, money, or credit for  
          personal, family, or household purposes.

                 On page 4 line 32 and on page line 16 change "customer"  
               to "consumer"
                               
                            
           PRIOR LEGISLATION  :  AB 88 (Chapter 77, Stats. of 2003) provides  
          that a contract for a good or service that is made in connection  
          with a telephone solicitation is unlawful if the telemarketer is  
          in violation of a recent Federal Trade Commission (FTC) rule  
          requiring that the seller obtain specified information and  
          express consent directly from the consumer and, under certain  
          circumstances, maintain a recording of the call.  (This present  
          bill would similarly require that automatic renewal offers made  
          over the telephone comply with federal telephonic marketing  








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          regulations.) 
           
          REGISTERED SUPPORT/OPPOSITION  :  
           
           Support:  

          California Alliance for Consumer Protection 
          California Public Interest Research Group (CALPIRG)
          Consumer Federation of California
           
          Opposition  :  

          None on file


           Analysis Prepared by  :   Thomas Clark / JUD. / (916) 319-2334