BILL ANALYSIS                                                                                                                                                                                                    �



                                                                AB 1255
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        ASSEMBLY THIRD READING
        AB 1255 (Pan)
        As Amended  March 18, 2013
        Majority vote 

         BANKING & FINANCE   12-0                                        
         
         -------------------------------- 
        |Ayes:|Dickinson, Morrell,       |
        |     |Achadjian, Blumenfield,   |
        |     |Bonta, Chau, Gatto,       |
        |     |Hagman, Linder, Perea,    |
        |     |Torres, Weber             |
        |     |                          |
         -------------------------------- 
         SUMMARY  :  Expands the Consumer Cooperative Corporation Law to allow  
        consumer cooperatives to include in the articles of incorporations  
        provisions related to preferred, nonvoting shares.  Specifically,  
         this bill  provides that if expressed in the articles of  
        incorporation that a consumer cooperative can set forth, the classes  
        of preferred, nonvoting shares, if any, and whether the directors  
        may set the number, the series, and the rights, preferences,  
        privileges, restrictions, and conditions attaching to each class.  

         EXISTING LAW  :

        1)Establishes the California Consumer Cooperative Law under  
          Corporations Code, Section 12200 through 12704. 

        2)Requires consumer cooperative corporations to set forth the  
          following in their articles of incorporation:   

           a)   The name of the corporation; 

           b)   The following statement:  "This corporation is a cooperative  
             corporation organized under the Consumer Cooperative  
             Corporation Law. The purpose of this corporation is to engage  
             in any lawful act or activity for which a corporation may be  
             organized under such law."

           c)   The name and street address in this state of the  
             corporation's initial agent for service of process; 

           d)   The initial street address of the corporation; 








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           e)    The initial mailing address of the corporation, if  
             different from the initial street address; and, 

           f)   Whether the voting power or the proprietary interests of the  
             members are equal or unequal.  If the voting power or  
             proprietary interests of the members are unequal, the articles  
             shall state either:  i) the general rule or rules by which the  
             voting power and proprietary interests of the members shall be  
             determined; or, ii) that such rule or rules shall be prescribed  
             in the corporation's bylaws.  Equal voting power means voting  
             power apportioned on the basis of one vote for each member.   
             Equal proprietary rights means property rights apportioned on  
             the basis of one proprietary unit for each member.   
             (Corporations Code, Section 12310)

        3)Allows consumer cooperative cooperation's to set forth any or all  
          of the following provisions which become effective when expressly  
          provided in the articles:

           a)   A provision limiting the duration of the corporation's  
             existence to a specified date.

           b)   A provision providing for the distribution of the remaining  
             assets of the corporation, after payment or adequate provision  
             for all of its debts and liabilities, to a charitable trust.

          Nothing contained in 3) above shall affect the enforceability, as  
          between the parties thereto, of any lawful agreement not otherwise  
          contrary to public policy.

          The articles of incorporation may set forth any or all of the  
        following provisions:

           a)   The names and addresses of the persons appointed to act as  
             initial directors.

           b)   Provisions concerning the transfer of memberships.

           c)   The classes of members, if any, and if there are two or more  
             classes, the rights, privileges, preferences, restrictions and  
             conditions attaching to each class.

           d)   Any other provision, not in conflict with law, for the  








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             management of the activities and for the conduct of the affairs  
             of the corporation, including any provision which is required  
             or permitted by this part to be stated in the bylaws.

           e)   A provision conferring upon members the right to determine  
             the consideration for which memberships shall be issued.  
             (Corporations Code, Section 12313) 

         FISCAL EFFECT  :  None

         COMMENTS  :  A cooperative is a locally owned business owned and  
        managed by its members. The structure is to pool resources to  
        satisfy a common need while providing goods and services as  
        economically and efficiently as possible.  Owners can have a voice  
        in what is sold to them, as well as in the overall organization of  
        their particular co-op.  Owners get the most buying power for their  
        money and the money stays in the community, contributing to its  
        economic strength.

        There are roughly 30,000 consumer cooperatives in the United States  
        employing more than two million and bringing in $654 billion in  
        revenue.  There are co-ops that sell bicycles, furniture, camping  
        equipment, appliances, carpeting, clothing, crafts and books.  There  
        are cooperative wholesalers, like those in the grocery, natural  
        foods and hardware businesses. There are cooperatives that  
        disseminate news and cooperatives for artists.  There are  
        cooperative electric and telephone utilities.  There are thousands  
        of farm co-ops, along with co-ops that provide financing to those  
        farm co-ops. There are subscriber-owned cable TV systems and  
        parent-run day-care centers.  There are cooperatively organized  
        employee-owned companies, cooperative purchasing groups for fast  
        food franchises, and various kinds of cooperative housing.  There  
        are co-ops that provide health care, such as health maintenance  
        organizations and community health clinics.  There are cooperative  
        insurance companies.  There are cooperative food stores, food buying  
        clubs and discount warehouses. There are even cooperative funeral  
        societies.  The first cooperative was established in 1844.

        The Consumer Cooperative Corporation Law also known as the co-op  
        law,  became effective as of January 1, 1984, and applies to all  
        co-ops incorporating under it as well as (with certain limited  
        exceptions) to those co-ops incorporated under the repealed pre-1984  
        law related to co-ops.  Generally, the "new" co-op law represents a  
        synthesis of provisions from the former co-op statutes and the  








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        current Nonprofit Mutual Benefit Corporation Law, in addition to  
        some completely new provisions. 

        While co-ops incorporated prior to 1984 are not required to amend  
        their articles of incorporation to take into account current co-op  
        law, those same co-ops may find at least some of their bylaw  
        provisions now in conflict with co-op law.  Where there is a  
        conflict, co-op law generally supersedes the contrary bylaw  
        provisions for acts, transactions, etc., occurring after 1984.   
        Also, many co-ops have relatively brief bylaws that do not deal at  
        all with certain corporate "housekeeping" matters (e.g., how to  
        properly "notice" a meeting or retain unclaimed member equity  
        interests).  Such gaps in the bylaws may well lead to legally  
        improper actions (or omissions) by a co-op.

        Cooperatives incorporating under the California Consumer Cooperative  
        Corporation Law are not formed under the "nonprofit" statutes of the  
        California Corporations Code.  Similarly, it is virtually impossible  
        for co-ops incorporated under the co-op law to attain tax-exempt  
        status, mainly due to the fact that coops are established to further  
        the mutual benefit of their members, not the general public.

        California statute specifies that co-ops are democratically  
        controlled and are not organized to make a profit for themselves, as  
        such, or for their members, as such, but primarily for their members  
        as patrons.  This is important to note because it may be questioned  
        whether what this bill proposes falls in line with the premise of a  
        co-op.  Each member of a cooperative, no matter how many shares or  
        memberships she or he has purchased, is generally entitled to only  
        one vote. The primary objective of a cooperative is to provide  
        benefits to its members, rather than a return on members' capital  
        investment.

        Cooperatives  are not required to obtain a "permit" from the  
        Department of Corporations for the sale of memberships or shares up  
        to $300 per member, co-ops may issue unlimited shares of stock (or  
        memberships) to any single member to help generate capital.  Under  
        California law, co-ops have to file their articles of incorporation  
        with the Secretary of State (SOS).  

        A co-op may amend its articles of incorporation in any way so long  
        as the articles, as amended, contain only those provisions that  
        would be lawful as of the time the provisions are filed with the  
        SOS.  Although co-op law mandates certain provisions in a co-op's  








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        articles, these provisions do not have to be adopted by a co-op that  
        was incorporated before the current co-op law went into effect. 

        This bill amends the code section pertaining to what a consumer  
        cooperative may lay out in their articles of corporation.  While the  
        changes made in 1984 helped, it caused cooperatives established  
        pre-1984 and post-1984 to be regulated differently. 

        According to the author, this bill is needed to "eliminate confusion  
        about the law and to enable Consumer Cooperatives to self-finance  
        through the issuance of non-voting, preferred shares to their  
        members."  The author goes on to state, "Modern consumer  
        cooperatives need the ability to self-finance through the sale and  
        issuance of preferred non-voting to its member.  Modern consumer  
        cooperatives need a uniform statutory scheme, which does not  
        discriminate between cooperatives formed before or after 1984 in its  
        application."  

        California Consumer Cooperatives would like the ability to issue  
        non-voting, preferred shares to their members for the purpose of  
        self-financing improvements and expansions.  These Cooperatives'  
        ability to self-finance has been denied by the SOS based on  
        confusion with how the SOS's Office interprets the Consumer  
        Cooperative Statute.  In addition, Consumer Cooperatives  
        incorporated before 1984 and after 1984 are governed by different  
        rules in regards to issuing preferred shares which creates further  
        confusions. 

        The post 1984 changes to the Consumer Cooperative Law have made it  
        more difficult for cooperatives to self-finance through the sale and  
        issuance of preferred non-voting shares to their members.  This is  
        because, while cooperatives routinely separate voting rights from  
        proprietary rights, non-cooperative businesses keep ownership  
        interests and voting rights linked together by a voting structure  
        which votes ownership units.  Virtually all consumer cooperatives  
        are governed by a one-member, one-vote structure, regardless of the  
        level of investment, or ownership units a particular member has in a  
        cooperative.  


         Analysis Prepared by  :    Kathleen O'Malley / B. & F. / (916)  
        319-3081 










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