BILL ANALYSIS                                                                                                                                                                                                    Ó



                                                                  SB 1186
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          (  Without Reference to File  )

          SENATE THIRD READING
          SB 1186 (Steinberg and Dutton)
          As Amended August 30, 2012
          2/3 vote.  Urgency 

           SENATE VOTE  :36-0  
           
           JUDICIARY                       JUDICIARY           9-0         
                    (vote not relevant)
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          |     |                          |Ayes:|Wieckowski, Wagner,       |
          |     |                          |     |Alejo, Dickinson, Feuer,  |
          |     |                          |     |Gorell, Huber, Jones,     |
          |     |                          |     |Monning                   |
          |-----+--------------------------+-----+--------------------------|
          |     |                          |     |                          |
           ----------------------------------------------------------------- 
           SUMMARY  :  Seeks to promote compliance with the state's 
          disability access laws without unwarranted litigation.  
          Specifically,  this bill  :   

          1)Requires an attorney to provide a written advisory with each 
            demand letter or complaint, as defined, sent to or served upon 
            a defendant or potential defendant for any 
            construction-related accessibility claim, as specified. 

          2)Requires an allegation of a construction-related accessibility 
            claim in a demand letter, or any allegation of noncompliance 
            with construction-related accessibility standards in a 
            complaint, to state facts sufficient to allow identification 
            of the basis for the claim. 

          3)Prohibits a demand letter from including a request or demand 
            for money or an offer or agreement to accept money, as 
            specified. 

          4)Requires an attorney to include his or her State Bar license 
            number in a demand letter, and to submit copies of the demand 
            letter to the California Commission on Disability Access 
            (CCDA) and, until January 1, 2016, to the State Bar. 

          5)Requires, until January 1, 2016, an attorney to submit a copy 








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            of a complaint to the commission.  Provides that a violation 
            of these requirements may subject the attorney to disciplinary 
            action.

          6)Requires the commission to review and report on the demand 
            letters and complaints it receives until January 1, 2016. 

          7)Also requires the State Bar, commencing July 31, 2013, and 
            annually each July 31 thereafter, to report specified 
            information to the Legislature regarding the demand letters 
            that it receives.

          8)Permits other defendants to file a request for a court stay 
            and early evaluation conference pursuant to this provision, 
            including a) a defendant, until January 1, 2018, whose site's 
            new construction or improvement on or after January 1, 2008, 
            and before January 1, 2016, was approved pursuant to the local 
            building permit and inspection process, b) a defendant whose 
            site's new construction or improvement was approved by a local 
            public building department inspector who is a certified access 
            specialist, and, c) a defendant who is a small business, as 
            described. 

          9)Authorizes a defendant who does not qualify for an early 
            evaluation conference pursuant to these provisions, or who 
            forgoes those provisions, to request a mandatory evaluation 
            conference, as specified.  Authorizes a plaintiff to make that 
            request if the defendant does not make that request.

          10)Requires the court, in assessing liability in any action 
            alleging multiple claims for the same construction-related 
            accessibility violation on different particular occasions, to 
            consider the reasonableness of the plaintiff's conduct in 
            light of the plaintiff's obligation, if any, to mitigate 
            damages.

          11)Reduces a defendant's minimum liability for statutory damages 
            in a construction-related accessibility claim against a place 
            of public accommodation to $1,000 for each unintentional 
            offense if the defendant has corrected all 
            construction-related violations that are the basis of the 
            claim within 60 days of being served with the complaint and 
            other specified conditions apply, and reduces that minimum 
            liability to $2,000 for each unintentional offense if the 








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            defendant has corrected all construction-related violations 
            that are the basis of the claim within 30 days of being served 
            with the complaint and the defendant is a small business, as 
            specified.

          12)Requires the Department of General Services to make a 
            biannual adjustment to financial criteria defining a small 
            business for these purposes, and to post those adjusted 
            amounts on its Internet Web site.

          13)Requires a commercial property owner to state on a lease form 
            or rental agreement executed on or after July 1, 2013, if the 
            property being leased or rented has undergone inspection by a 
            certified access specialist.

          14)Requires, in administering the certified access specialist 
            program, the State Architect to periodically review its 
            schedule of fees for certification under the program to ensure 
            that the fees are not excessive.  Prohibits the State 
            Architect from charging a California licensed architect, 
            landscape architect, civil engineer, or structural engineer, 
            an application fee for certification that exceeds $250.

          15)Adds a state fee of $1 on any applicant for a local business 
            license or similar instrument or permit, or renewal thereof, 
            for purposes of increasing disability access and compliance 
            with construction-related accessibility requirements and 
            developing educational resources for businesses to facilitate 
            compliance with federal and state disability laws, as 
            specified.  Divides those moneys for the state between the 
            local entity that collected the moneys and the Division of the 
            State Architect, pursuant to specified percentages.  Creates a 
            continuously appropriated fund, the Disability Access and 
            Education Revolving Fund, for the deposit of funds to be 
            transferred to the Division of the State Architect, thereby 
            making an appropriation.  Makes an appropriation by 
            authorizing local government entities to retain 70% of the 
            fees imposed.

          16)Revises and recasts the duties and powers of the California 
            Commission on Disability Access, as specified, and eliminates 
            the biennial reporting requirement.  The bill instead provides 
            that a priority of the commission shall be the development and 
            dissemination of educational materials and information to 








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            promote and facilitate disability access compliance, including 
            a requirement that the commission work with the Division of 
            the State Architect and the Department of Rehabilitation to 
            develop educational materials for use by businesses.  Requires 
            the commission to post specified information on its Internet 
            Web site, including, but not limited to, educational materials 
            and information that will assist business owners.  Requires 
            the commission to report to the Legislature on its 
            implementation by a specified date.  Requires the commission 
            to compile data with respect to any demand letter or complaint 
            sent to the commission, and post that information on its 
            Internet Web site.

           FISCAL EFFECT  :  Unknown
          
          COMMENTS  :  In support of the bill the author's state:  "SB 1186 
          is a compromise that applies a common sense approach to resolve 
          difficult issues.  It maintains the hard-fought civil rights of 
          the disabled community while helping to protect California 
          businesses from predatory demand for money letters and lawsuits. 
           Support for important laws like the Unruh Act and the Americans 
          with Disabilities Act are weakened when those laws are abused 
          for personal gain.  This measure bans the unscrupulous practice 
          of 'demand for money' letters, stops the stacking of claims 
          based on alleged repeat violations to force a business into a 
          quick settlement, while encouraging businesses to fix their 
          violations to comply with the law.  Thus, SB 1186 provides some 
          relief to businesses who show good faith in trying to follow the 
          law and are willing to correct the violation, which ultimately 
          promotes compliance and brings greater access to the disabled 
          community."

          Under current law, a violation of the Disabled Persons Act 
          subjects the violator to liability for actual damages plus a 
          maximum of three times the actual damages (but not less than 
          $1,000), plus attorney's fees and costs.  In a private right of 
          action under the Americans with Disabilities Act (ADA), a 
          plaintiff may obtain injunctive relief and attorney's fees, 
          while an action by the U.S. Attorney may bring equitable relief, 
          monetary damages on behalf of the aggrieved party, and a civil 
          penalty of up to $100,000.

          Likewise, persons with disabilities have long been among the 
          groups covered by the Unruh Civil Rights Act entitling all 








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          persons, regardless of sex, race, color, religion, ancestry, 
          national origin, disability or medical condition, to the full 
          and equal accommodations, advantages, facilities, privileges, or 
          services in all business establishments of every kind 
          whatsoever.  (Civil Code Section 51.)  A violation of the ADA 
          also constitutes a violation of Section 51.  A violation of this 
          section subjects a person to actual damages incurred by an 
          injured party, plus treble actual damages but not less than 
          $4,000, and any attorney's fees as the court may determine to be 
          proper.  (Civil Code Section 52.)

          SB 262 (Kuehl), Chapter 872, Statutes of 2003, established in 
          the Division of the State Architect a voluntary "access 
          specialist certification program" in order to assist business 
          and property owners to comply with ADA and state access laws.  
          The bill also authorized an enforcement action with civil 
          penalties for noncompliance with ADA and state access laws, 
          after notification of the business owner or operator by a 
          government agency.  The authority to institute a civil action 
          was extended to county counsels (in addition to the Attorney 
          General, district attorney, and city attorney). 

          This bill bans oral and written pre-litigation "demands for 
          money," and creates rules for demand letters and complaints in 
          claims involving a construction-related accessibility violation. 
           According to the authors, these provisions are needed to 
          respond to evidence showing that a very small number of 
          plaintiff's attorneys have been abusing the right of petition 
          under Section 52 and Civil Code Section 54.3, by issuing a 
          demand letter to a business that the business pay a quick 
          settlement of the attorney's often inflated claim of damages or 
          else incur greater liability and legal costs if a lawsuit is 
          filed.  The bill seeks to prevent these so-called "extortion" 
          techniques by a few unscrupulous lawyers in order to protect the 
          integrity of the state's disability access law.

          In an effort to do this, the bill bans pre-litigation demands 
          for money, where the plaintiff alleges a construction-related 
          accessibility violation and makes a request or demand for money 
          or an offer or agreement to accept money.  The bill also 
          provides that a demand letter alleging a construction-related 
          violation or asserting a claim may offer pre-litigation 
          settlement negotiations but may not include a specific request 
          or demand for money.  It also may not state any specific 








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          potential monetary liability for any asserted claim or claims, 
          and may only state "The property owner or tenant, or both, may 
          be civilly liable for actual and statutory damages for a 
          violation of a construction-related accessibility requirement."  
          Uncodified legislative intent language further expresses the 
          Legislature's policy that the abusive use of the right to 
          petition under Section 52 and Section 54.3, does not promote 
          compliance with the accessibility requirements and erodes public 
          support for and confidence in our laws.

          The bill requires any demand letter or complaint asserting a 
          construction-related accessibility claim to state facts 
          sufficient to allow identification of the basis for the claim.  
          The requirement is that the alleged violations supporting the 
          claim be described with some specificity but without the need to 
          make averments with special language or precision, such as a 
          lawyer might employ, in light of the fact that this standard is 
          designed to be satisfied by non-lawyers.  It is expected that 
          these rules will be liberally construed for non-lawyers, and the 
          bill specifically provides that there is no penalty for 
          violation of these instructions by a non-lawyer.  The 
          specificity requirement prescribes the content of pleadings; it 
          does not change the permissible circumstances or standards by 
          which pleadings may be amended.

          This specificity provision is designed to deter the use of form 
          demand letters and complaints by the so-called "mill" attorneys 
          described above who assert hundreds of the same or nearly 
          identical claims, often for the same client against different 
          businesses.  The requirement is also intended to address the 
          inappropriate "stacking" of multiple claims by requiring a 
          description of each alleged violation instead of the use of a 
          generalized form letter or complaint alleging any number of 
          multiple violations without more specificity.  In the Magic Real 
          Estate case, the attorney simply stated that the plaintiff 
          "would have patronized said facility on at least 30 occasions 
          during Ýthe preceding year]" without any greater specificity.  

          A further provision adds a requirement that any complaint 
          alleging a construction-related accessibility violation must be 
          verified by the plaintiff.  This provision is in response to the 
          practice of at least one attorney asserting and filing claims 
          without the claimant's knowledge or authorization.









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          The bill will, for a three-year period, require any demand 
          letter alleging a construction-related accessibility violation 
          to be sent to the State Bar.  For easier identification, the 
          bill also requires the demand letter to include the attorney's 
          State Bar license number.  The measure also provides that a 
          violation of the ban on making a demand for money in a 
          construction-related accessibility claim, or for sending a 
          demand letter which makes a request or demand for money or an 
          offer or agreement to accept money would be cause for attorney 
          discipline.  Attorney discipline, however, would not be 
          mandatory.

          The bill also requires a copy of any attorney demand letter or 
          complaint in state or federal court which alleges a 
          construction-related accessibility violation to be sent to the 
          CCDA.  These documents would evidently be public records absent 
          some exception.  The CCDA would be directed to tabulate the 
          types and frequency of violations alleged and to compile a list 
          of the top ten frequently alleged violations which would be 
          posted on its Web site.  The CCDA would also be directed to 
          report to the Legislature the tabulated data.  This information 
          will provide empirical data to policymakers about disability 
          access and compliance issues.  It would also provide information 
          to property owners about the most common accessibility 
          violations alleged in demand letters and complaints so that they 
          might take steps to protect themselves from those frequent 
          claims. 

          One of the most significant features of the bill with strong 
          support from business advocates is the new subdivision (f) to be 
          added to Civil Code Section 55.56, which provides the potential 
          for reduced statutory damages and certain procedural benefits to 
          certain defendants for non-intentional violations.  In order to 
          avail themselves of these advantages, a defendant must establish 
          that it has corrected the alleged violation within either 30 or 
          60 days of being served with the complaint, depending on the 
          defendant.  This period is deliberately short and is not subject 
          to enlargement because it is designed to be available for 
          relatively less-extensive violations.

          A defendant who had hired a certified access specialist (CASp) 
          and had met applicable compliance standards, or a person who had 
          new construction or an improvement approved by the local 
          building department on or after January 1, 2008, would be liable 








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          for minimum statutory damages of $1,000 per offense, instead of 
          $4,000 per offense, when the defendant corrects the alleged 
          construction related accessibility violation within 60 days of 
          being sued.  Also, a small business defendant (defined as having 
          25 or fewer employees and no more than $3.5 million in gross 
          receipts) could have its minimum statutory damages liability 
          reduced to $2,000 for each offense, instead of $4,000, when it 
          corrects an alleged physical accessibility violation within 30 
          days of being served the complaint.  These provisions would not 
          allow for reduced statutory damages where the violation was 
          intentional.  The bill does not change the general rule that 
          liability for disability access discrimination typically does 
          not require proof of intent.  (Munson v. Del Taco, Inc., 46 Cal. 
          4th 661 (2009); Donald v. Cafe Royale, Inc., 218 Cal. App. 3d 
          168, 180 (1990).)  The amendments revising the definition of 
          "intentional" are designed to reflect that the one 
          previously-identified example involving actual knowledge is just 
          one of the many means by which intent may be shown in light of 
          the principles and purposes by which the relevant statutes are 
          construed.  (See Angelucci v. Century Supper Club, 41 Cal.4th 
          160, 167 (2007). See also Gunther v. Lin, 144 Cal. App. 4th 223, 
          228 (2006); Lentini v. Cal. Ctr. for the Arts, 370 F.3d 837, 850 
          (9th Cir. 2004). Cf. Modern Development Co. v. Navigators 
          Insurance Co, 111 Cal. App. 4th 932, 943 (2003).)  Also, new 
          subdivision (f) would not affect the availability or amount of 
          actual damages, treble damages or attorney's fees. 

          For the defendants who establish that they satisfy the 
          requirements of section 55.56(f), the bill also grants the 
          option to request an early evaluation conference (EEC) and an 
          immediate mandatory stay of the proceedings, similar to the 
          litigation protections now given to a qualified defendant who 
          had hired a CASp to inspect the property and issue a report on 
          its compliance status.  Evidence regarding the defendant's 
          eligibility for the EEC as a small business would be 
          confidential at this stage of the proceedings so as to not deter 
          potentially eligible defendants from applying for an EEC.  A 
          mandatory stay freezes the litigation at the point of the court 
          order, which serves to freeze the plaintiff's attorney's fees at 
          that point.  An EEC could be useful to end the case at an early 
          stage, particularly when the defendant has corrected the 
          asserted violation. The authors state that the policy goal of 
          new subdivision (f) is to incentivize property owners to correct 
          their violations, as opposed to settling the case and doing 








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          nothing to eliminate the violation.  The provision for reduced 
          minimum statutory damages in section 55.56(f) flows from the 
          understanding that the condition causing the violation will be 
          fixed by the time the EEC is held, and thus does not represent a 
          departure from the traditional rule that a defendant may not 
          reduce a penalty by post-litigation conduct, as reflected in the 
          fact that the availability of treble damages is not affected.

          The bill also expands and strengthens the existing advisory 
          notice that recipients of civil complaints and demand letters to 
          provide information regarding the new rights and restrictions 
          under the bill.  As with notification to the State Bar and CCDA, 
          these notices are to be sent once at the outset and do not need 
          to be re-sent in the same dispute unless new claims are 
          asserted.

          New subdivision (h) is added to Civil Code Section 55.56 to 
          address the so-called "stacking" problem.  This occurs when the 
          plaintiff is allegedly deterred by the same construction-related 
          accessibility violation on different occasions and thereby 
          asserts a claim of $4000 in statutory damages for each of the 
          multiple claims.  According to the authors, the most egregious 
          example is the Mundy v. Magic Real Estate case, where the person 
          asserted 30 violations over a short period of time (less than 30 
          days reportedly) and sought $120,000 in statutory damages.  
          While the obligation to mitigate damages under current law would 
          likely result in a much lower award in a court trial, the mere 
          threat of multiple stacked claims and the purported minimum 
          statutory damages based on multiple claims is intimidating to 
          many property owners who are pressured to quickly settle for 
          lesser damages.  New subdivision (h) states that in assessing 
          statutory damages in a deterrence claim, the reasonableness of 
          the plaintiff's conduct in light of the plaintiff's obligation 
          (if any) to mitigate damages must be considered by the court in 
          any action alleging multiple claims for the same 
          construction-related accessibility violation on different 
          particular occasions. 

          This bill allows either party to request a mandatory evaluation 
          conference (MEC) conducted by the court within 90 days to 120 
          days of the request.  Similar to the EEC under existing law, the 
          MEC would evaluate the status of the case and consider the 
          current condition of the property and whether the defendant has 
          made repairs or plans to make repairs, what are the asserted 








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          damages and attorney's fees of the plaintiff, and whether the 
          case can be settled in whole or in part.  While these defendants 
                                      would not be eligible for the court stay of the proceedings, the 
          mandatory court evaluation conference could assist in resolving 
          the case at an early stage and promoting compliance, whether 
          because the defendant has corrected the violation or because the 
          plaintiff is able to obtain injunctive relief.

          This bill will require property owner and lessor to notify the 
          tenant in the lease form or rental agreement executed on or 
          after July 1, 2013, whether the property being leased or rented 
          has undergone inspection by a CASp, and if so, whether the 
          property has been or has not been determined to meet all 
          applicable construction-related accessibility standards.

          As part of the effort to educate businesses of their obligations 
          under the law with respect to disability access, this bill 
          requires a city, county, or city or county, to inform the 
          licensee that under federal and state law, compliance with 
          disability access laws is a serious and significant 
          responsibility that all applies to all California building 
          owners and tenants with buildings open to the public.  The bill 
          further requires the local entity to inform the licensee that 
          information about the compliance requirements and how to comply 
          is available at various state agencies, and to list the Web site 
          addresses of those agencies. 

          This bill requires cities and counties to collect a $1 fee upon 
          issuance or renewal of a business license or similar instrument 
          to pay for more CASp in local building departments, to reduce 
          costs of CASp testing and certification to encourage more 
          private CASp, to strengthen the CASp program by enabling the 
          Division of State Architect (DSA) develop audit procedures for 
          the CASp program to maintain quality control, develop "best 
          practices" guidelines, and pay for development of more 
          educational and training resources at state and local level to 
          promote compliance.  Monies collected will be split 70% to 
          locals and 30% to DSA.  Local public entities could use 5% of 
          monies for administrative costs and the rest would go to pay for 
          hiring and training of more CASp for local building departments. 
           The other 30% would go to the newly created Disability Access 
          and Education revolving fund in DSA for the purposes noted 
          above. 









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          Getting more public and private CASp is essential to promoting 
          compliance and helping businesses, particularly those in older 
          buildings, comply and avoid lawsuits.  Currently, only about 450 
          CASp, split evenly between private and public employment, serve 
          the needs of all of California.  The high costs of certification 
          and examination, $1,650 for a three year certificate, has been a 
          significant hurdle.  This $1 fee proposal is intended to help 
          fund more public and private CASp and make the program stronger. 
           Some funds will also be spent on state and local educational 
          programs to assist building owners understand and meet their 
          compliance obligations.  


           Analysis Prepared by  :    Kevin G. Baker / JUD. / (916) 319-2334 



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