BILL ANALYSIS                                                                                                                                                                                                    �






                             SENATE JUDICIARY COMMITTEE
                             Senator Noreen Evans, Chair
                              2013-2014 Regular Session


          AB 491 (Torres)
          As Amended June 6, 2013
          Hearing Date: June 18, 2013
          Fiscal: No
          Urgency: No
          RD


                                        SUBJECT
                                           
                       Corporations: Bylaws: Emergency Powers

                                      DESCRIPTION  

          This bill would authorize California corporations, nonprofit  
          public benefit corporations, nonprofit mutual benefit  
          corporations, and nonprofit religious corporations to take  
          certain actions during an emergency and develop emergency  
          bylaws, as specified.    This bill would specifically prohibit  
          the corporation from taking action, or adopting bylaws  
          authorizing the board to take any action, in anticipation of  
          and/or during the emergency that requires the vote of the  
          shareholders or otherwise is not in the corporation's ordinary  
          course of business, unless the required vote of the members or  
          shareholders was obtained prior to the emergency.   

          This bill would also provide that corporate action taken in good  
          faith in anticipation of or during an emergency pursuant to the  
          bill binds the corporation, and may not be used to impose  
          liability on a corporate director, officer, employee, or agent.   
          Additionally, this bill would provide that corporate action  
          taken in good faith in accordance with the emergency by laws  
          binds the corporation, and may not be used to impose liability  
          on a corporate director, officer, employee, or agent.

                                      BACKGROUND  

          In 1984, the Committee on Corporate Laws of the Section of  
          Corporation, Banking and Business Law of the American Bar  
          Association promulgated the revised Model Business Corporations  
          Act (hereinafter MBCA).  That act includes two relevant sections  
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          for the purposes of this bill covering emergency powers (Section  
          3.03) and emergency bylaws (Section 2.07).   

          The emergency powers section of the MBCA authorizes the board of  
          directors of a corporation to take certain specified actions in  
          anticipation of or during an emergency, which is determined to  
          exist "if a quorum of the corporation's directors cannot be  
          readily assembled because of some catastrophic event."   
          Corporate action taken in good faith during an emergency in  
          compliance with the section to further the ordinary business  
          affairs of the corporation binds the corporation and may not be  
          used to impose liability on a corporate director, officer,  
          employee or agent. The emergency bylaw section of the MBCA is  
          optional, but permits a corporation's board of directors to  
          adopt bylaws (subject to amendment or repeal by the  
          shareholders), including procedures for calling a meeting of the  
          board of directors, quorum requirements for the meeting, and  
          designation of additional or substitute directors.  These bylaws  
          would be effective only in an emergency, which shares the same  
          definition as the emergency powers section.   As with the  
          emergency powers section, the emergency bylaws section makes  
          clear that corporate action taken in good faith in accordance  
          with the emergency bylaws binds the corporation and may not be  
          used to impose liability on a corporate director, officer,  
          employee, or agent. 

          The sponsor of this bill, the Corporations Committee of the  
          Business Law Section of the State Bar, indicates that California  
          is one of 14 U.S. States that has not adopted an emergency  
          powers statute.  Overall, 38 of the 52 states have adopted  
          emergency power provisions for for-profit corporations, and 28  
          of those 38 jurisdictions have both emergency powers provisions  
          and emergency bylaw provisions mirroring the MBCA.   

          Accordingly, this bill seeks to incorporate the emergency powers  
          and emergency bylaws sections of the MBCA into existing  
          California Corporations Code sections relating to the powers and  
          bylaws of corporations, nonprofit public benefit corporations,  
          nonprofit mutual benefit corporations, and nonprofit religious  
          corporations.  

          This bill was heard in the Senate Banking and Financial  
          Institutions Committee on June 5, 2013 and was passed out on a  
          vote of 8-0.  

                                CHANGES TO EXISTING LAW
                                                                      



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           Existing law  regulates and grants specified powers to a  
          corporation, subject to any limitations contained in the  
          articles and to compliance with other specified provisions and  
          any other applicable laws. (Corp. Code Sec. 207.)

           Existing law  regulates and grants specified powers to nonprofit  
          public benefit corporations, nonprofit mutual benefit  
          corporations, and nonprofit religious corporations, subject to  
          any limitations contained in the articles or bylaws and to  
          compliance with other specified provisions and any other  
          applicable laws.  (Corp. Code Secs. 5140, 7140, 9140.)

           Existing law  governs the adoption and contents of the bylaws of  
          corporations, nonprofit public benefit corporations, nonprofit  
          mutual benefit corporations, and nonprofit religious  
          corporations.  (Corp. Code Secs. 212, 5151, 7151, 9151.)

           This bill  would define "emergency" as any of the following  
          events or circumstances as a result of which, and only so long  
          as, a quorum of the corporation's board of directors cannot be  
          readily convened for action:
           a natural catastrophe, including, but not limited to, a  
            hurricane, tornado, storm, high water, wind-driven water,  
            tidal wave, tsunami, earthquake, volcanic eruption, landslide,  
            mudslide, snowstorm, or drought, or, regardless of cause, any  
            fire, flood, or explosion;
           an attack on this state or nation by an enemy of the United  
            States of America, or upon receipt by this state of a warning  
            from the federal government indicating that an enemy attack is  
            probable or imminent;
           an act of terrorism or other manmade disaster that results in  
            extraordinary levels of casualties or damage or disruption  
            severely affecting the infrastructure, environment, economy,  
            government functions, or population, including, but not  
            limited to, mass evacuations; or
           a state of emergency proclaimed by a governor or by the  
            President.

           This bill  would provide that, unless the corporations' emergency  
          bylaws provide otherwise, a corporation may, in anticipation of  
          or during an emergency:
           modify lines of succession to accommodate the incapacity of  
            any director, officer, employee, or agent resulting from the  
            emergency; and/or
           relocate the principal office, designate alternative principal  
                                                                      



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            offices or regional offices, or authorize the officers to do  
            so.

           This bill  would provide that, unless the emergency bylaws  
          provide otherwise, the corporation may, during an emergency:
           give notice to a director or directors in any practicable  
            manner under the circumstances, including, but not limited to,  
            by publication and radio, when notice of a meeting of the  
            board cannot be given to that director or directors in the  
            manner prescribed by the bylaws or pursuant to specified law;  
            and/or
           deem that one or more officers of the corporation present at a  
            board meeting is a director, in order of rank and within the  
            same rank in order of seniority, as necessary to achieve a  
            quorum for that meeting.
          
           This bill  would authorize corporations to adopt emergency bylaws  
          allowing any actions not in conflict with the articles to manage  
          the corporation during an emergency, including, but not limited  
          to, procedures for calling a board meeting, quorum requirements  
          for a board meeting, and designation of additional or substitute  
          directors. 

           The bill  would specify that all provisions of the regular bylaws  
          consistent with the emergency bylaws shall remain effective  
          during the emergency, and the emergency bylaws shall not be  
          effective after the emergency ends.
          
           The bill  would prohibit a board from taking any action in  
          anticipation of or during an emergency that requires the vote of  
          the members or shareholders or is not in the corporation's  
          ordinary course of business, unless the required vote of the  
          members or shareholders was obtained prior to the emergency.

           This bill  would provide that any actions taken in good faith in  
          anticipation of or during an emergency under this subdivision  
          bind the corporation and may not be used to impose liability on  
          a corporate director, officer, employee, or agent.

           This bill  would provide that corporate actions taken in good  
          faith in accordance with the emergency bylaws binds the  
          corporation, and may not be used to impose liability on a  
          corporate director, officer, employee, or agent.
           
          This bill  would make other technical changes. 

                                                                      



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                                       COMMENT
           
          1.    Stated need for the bill  

          According to the author: 

            Catastrophic events can disable corporate boards.  Recent acts  
            of terrorism and natural disasters, such as earthquakes,  
            floods, hurricanes, and tsunamis, are clear reminders of the  
            disruptive impacts that natural and manmade catastrophes can  
            have on the ordinary course of business.  Corporations are  
            particularly impacted when a quorum of the board cannot be  
            readily convened for action.  However, existing California law  
            does not provide operational powers for a corporation's board  
            during an emergency.  [ . . . ] 

            Emergency powers grant every corporation limited powers to  
            take specific actions and enables a company to continue to  
            operate during an emergency.
                 
            Emergency bylaws clarify the lines of command and  
            responsibility, helping to ensure continuity of  
            responsibility, and require specific statutory authorization  
            because their provisions may be at variance with conventional  
            standards of corporate practice.  [ . . . ]

            Without emergency powers and/or bylaws, a corporation may be  
            unable to conduct the corporation's ordinary business in times  
            of an emergency or                           catastrophe.  In  
            more dire circumstances, it could also risk challenges to any  
            action take with a lesser quorum, during an emergency.

            [This bill] permits California corporations to adopt emergency  
            bylaws allowing any actions to be taken, not conflicting with  
            the articles, to manage the corporation during an emergency.  
            Additionally, [this bill] provides California corporations  
            with the power to take specific actions to continue to  
            function during a catastrophic event (an "emergency"),  
            essentially making state law consistent with the Model  
            Business Corporations Act.

          The Corporations Committee of the Business Law Section of the  
          State Bar, sponsor of this bill, writes that: "[t]he Model  
          Business Corporation Act (the "MBCA") contains emergency powers  
          and bylaw provisions.  While the 1969 MBCA combined the two  
          provisions, the 1984 MBCA addresses these subjects in separate  
                                                                      



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          sections.  Rather than adopt one or more new separate Code  
          section(s) to address emergencies, the amendments are proposed  
          to existing statutes that already address corporate powers and  
          bylaws.  AB 491['s provisions] logically fit within the respect  
          Code sections and therefore are more likely to be easily found  
          by practitioners.  Additionally, combining the provisions and  
          adding a new section or including them together in an existing  
          section could be confusing.  Finally, AB 491 will adopt both  
          emergency powers and bylaw provisions.  The amendment to add  
          emergency powers specifies those actions that can be taken  
          during an emergency and will provide some basic protections for  
          a corporation that does not adopt emergency bylaws [so that  
          they] will still be able to function during an emergency . . .  
          ."  

          In support of the bill, the California Association of Nonprofits  
          notes that "[b]ecause nonprofit corporations may play crucial  
          roles in emergency response, both immediately and over time,  
          following a catastrophic event, we feel it is of particular  
          importance to California's nonprofit sector to have the  
          authority to adopt emergency bylaws and take specific action  
          during an emergency to ensure the ability to operate effectively  
          and also to remain in compliance with state laws while  
          continuing to operate."

          2.    Practical application of the bill during a covered  
            emergency   
           
          This bill would authorize corporations, nonprofit public benefit  
          corporations, nonprofit mutual benefit corporations, and  
          nonprofit religious corporations (hereinafter corporation or  
          corporations) to take certain actions in anticipation of or  
          during an emergency to conduct the corporations' ordinary  
          business operations and affairs, unless the emergency bylaws  
          provide otherwise.  These emergency powers include modifying  
          lines of succession to accommodate the incapacity of directors,  
          officers, employees or agents; changing the location of the  
          principal office or regional office; altering the manner of  
          notice of meetings to directors; allowing officers present at  
          the board meeting, in order of rank, to be deemed as directors  
          to establish quorum.   Under this bill, the corporation could  
          take these actions even if the corporation does not elect to  
          adopt emergency bylaws, but if emergency bylaws are adopted  
          pursuant to this bill, the emergency powers would apply unless  
          they conflict with the emergency bylaws.  

                                                                      



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          Additionally, the bill would permit corporations to adopt  
          emergency bylaws that allow the corporation to take any actions  
          not in conflict with the articles to manage the corporation  
          during an emergency, including, but not limited to: procedures  
          for calling a board meeting, quorum requirements for a board  
          meeting, and designation of additional or substitute directors.   
          All provisions of the regular bylaws consistent with the  
          emergency bylaws would remain effective during the emergency  
          and, as a matter of law, the emergency bylaws could not be used  
          after the emergency ends.

          While it is unclear whether, historically, there are any  
          examples demonstrating corporations were unable to perform vital  
          functions in emergencies due to the absence of specific  
          corporate emergency power laws, as noted in Comment 1 above, the  
          proponents of this bill assert that this bill will aid  
          corporations who could not otherwise conduct their ordinary  
          course of business in the face of emergencies. The sponsor of  
          this bill, the Corporations Committee of the Business Law  
          Section of the State Bar offers the following examples of how  
          this bill would operate during emergencies:  "The recent tornado  
          in Moore Oklahoma, which wiped out phone and cell coverage as  
          well as most infrastructure is a good example.  A portion of the  
          remaining directors of a corporation, if they could get  
          together, would be authorized to take action, even though less  
          than a quorum."

          In support of the bill, the Southern California Edison (SCE)  
          writes that, "[i]n times of an emergency, when SCE is  
          responsible for restoring power, it is paramount that emergency  
          powers and/or bylaws be clearly delineated to allow a  
          corporation to continue its business and be well prepared to  
          respond to such circumstances. [ . . . ] In the interest of  
          safety of employees, customers and the general public, it is  
          important that SCE be allowed to enact corporate bylaws in times  
          of emergency to facilitate the effectiveness of emergency  
          response and to enable the company to adapt in the event of  
          extreme circumstances."  

          To the extent that this bill would provide clarity as to the  
          powers of corporations in emergency situations, given that the  
          emergency powers and bylaws are in effect only as long as the  
          emergency is hindering the ability of a specific corporation  
          from conducting their ordinary course of business, as a matter  
          of public policy, this bill would appear to reasonably allow  
          corporations directly impacted by emergencies to conduct their  
                                                                      



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          business-which, as noted by SCE, may at times be of benefit to  
          the public. 

          3.    Nexus must exist between the emergency circumstance and the  
            corporation before emergency powers or bylaws can be triggered  

          This bill would grant corporations specified powers in  
          anticipation of or during an emergency, and would allow  
          corporations to adopt emergency bylaws, as specified.  It is  
          critical to note, however, that the emergency powers cannot be  
          exercised, and the emergency bylaws do not take effect, simply  
          because there is an emergency somewhere in the world. The bill  
          would require that there be a nexus between a covered type of  
          emergency and the corporation before actions pursuant to the  
          statutory emergency powers or the corporation's emergency bylaws  
          can be lawfully executed.  

          Specifically, that nexus is reflected in bill's definition of  
          emergency, which states that an emergency is "any of the  
          following events or circumstances as a result of which, and only  
          so long as, a quorum of the corporation's board of directors  
          cannot be readily convened for action:"  
           catastrophic events (such as a hurricane, tornado, storm,  
            tidal wave, tsunami, earthquake, volcanic eruption, mudslide,  
            drought, or, regardless of cause, any fire, flood, or  
            explosion, among other things); 
           an attack on this state or nation by an enemy of the U.S., or  
            upon receipt by this state of a warning from the federal  
            government indicating that an enemy attack is probable or  
            imminent; 
           an act of terrorism or other manmade disaster that results in  
            extraordinary levels of casualties or damage or disruption  
            severely affecting the infrastructure, environment, economy,  
            government functions, or population, including, but not  
            limited to, mass evacuations; or 
           a state of emergency proclaimed by a governor or by the  
            President.  

          In other words, in order for an emergency situation to trigger  
          the authorized-use of emergency powers and bylaws, both: (1) an  
          event or circumstance would have to occur that meets one of the  
          four descriptions of emergencies above, and (2) such event or  
          circumstance would have to cause a quorum of the corporation's  
          board of directors to not be readily convened for action.   
          Moreover, once that nexus no longer exists (again, the bill  
          states "and only so long as"), the authorization for the  
                                                                      



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          corporation to exercise their emergency powers or take action in  
          accordance with their emergency bylaws, ends.  In doing so, this  
          bill appears to appropriately limit the application of these  
          powers and bylaws so that corporate boards do not misuse these  
          provisions. 

          4.    Limited liability for certain good faith corporate actions  
          in emergency situations
           
          In addition to granting corporations specific emergency powers  
          and authorizing the adoption of certain emergency bylaws, this  
          bill would provide that any actions taken in good faith in  
          anticipation of or during an emergency pursuant to the emergency  
          powers authorized by this bill, as well as any actions taken in  
          good faith during an emergency in accordance with the bylaws,  
          binds the corporation and may not be used to impose liability on  
          a corporate director, officer, employee, or agent.

          As noted in Comment 2 above, it is unclear how corporations have  
          historically been affected in prior emergencies due to the  
          absence of any California law specific to their emergency powers  
          or bylaws.  As a practical matter, the qualified immunity  
          provisions of the bill would arguably have the most impact by  
          providing corporation boards, and their employees or agents, the  
          assurance that they can take certain good faith actions in an  
          emergency for which the requisite nexus exists (see Comment 3),  
          without fear of liability to the corporation, so long as those  
          actions are taken pursuant to their emergency powers under law  
          or are in accordance with their emergency bylaws, if any.   

          While immunity provisions are rarely preferable because they, by  
          their nature, prevent an injured party (here, the corporate  
          shareholders or members) from seeking a particular type of  
          recovery, the Legislature has in limited scenarios approved  
          measured immunity from liability to promote other policy goals  
          that could benefit the public.  This bill arguably would be a  
          measured immunity insofar as it only applies if the action(s)  
          taken by the board director, officer, employee or agent, meets  
          all of following elements: (1) they were taken in good faith;  
          (2) either pursuant to the emergency powers authorized by the  
          bill, or in accordance with the emergency bylaws adopted by the  
          corporation in compliance with this bill; and (3) in  
          anticipation of or during a qualifying emergency, as specified.   
           And as noted by the SCE (see Comment 2), the continued  
          operation of the corporation could ultimately benefit the  
          community. 
                                                                      



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          Again, the bill does not grant corporations the ability to take  
          broad actions in any circumstance that could be described as an  
          emergency, somewhere in the world.  In terms of the statutory  
          emergency powers, the bill only grants certain limited powers  
          such as modifying lines of succession to accommodate the  
          incapacity of directors, officers, employees or agents; changing  
          the location of the principal office or regional office;  
          altering the manner of notice of meetings to directors; and  
          allowing officers present at the board meeting, in order of  
          rank, to be deemed as directors to establish quorum.  The bill  
          also limits the bylaws that can be adopted, in that they can  
          only authorize actions that are not otherwise in conflict with  
          the articles, to manage the corporation during an emergency,  
          such as procedures for calling a board meeting, quorum  
                                                     requirements for a board meeting, and designation of additional  
          or substitute directors.  The bill also generally prohibits  
          actions that would otherwise require the vote of the  
          shareholders or members or is not in the corporation's ordinary  
          course of business.  Thus, any actions taken outside of such  
          parameters, or otherwise taken in bad faith or in a circumstance  
          that does not meet qualify as an "emergency" as defined in the  
          bill, would not be shielded from liability. 


           Support  :  California Association of Nonprofits; Civil Justice  
          Association of California; Homeowners Association; Southern  
          California Edison

           Opposition  :  None Known

                                        HISTORY
           
           Source  :  Corporations Committee of the Business Law Section of  
          the State Bar

          Related Pending Legislation  :  None Known

           Prior Legislation  :  None Known

           Prior Vote  :

          Senate Banking & Financial Institutions Committee (Ayes 8, Noes  
          0) 
          Assembly Floor (Ayes 70, Noes 0)
          Assembly Judiciary Committee (Ayes 10, Noes 0)
                                                                      



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          Assembly Banking & Finance Committee (Ayes 12, Noes 0)

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