BILL ANALYSIS                                                                                                                                                                                                    �






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


          SB 610 (Jackson)
          As Amended April 8, 2013
          Hearing Date: April 16, 2013
          Fiscal: No
          Urgency: No
          RD   
                    

                                        SUBJECT
                                           
                                     Franchises

                                      DESCRIPTION 

          This bill would modify the California Franchise Relations Act,  
          which governs the relations between a franchisor, subfranchisor,  
          and franchisee, to:
           require good faith dealings, as defined, between the parties;  
            and, 
           to protect the association rights of a franchisee, as  
            specified.  

          This bill would allow a franchisee to bring an action against a  
          franchisor or subfranchisor who offers to sell, sells, fails to  
          renew or transfer, or terminates a franchise in violation of the  
          above requirements, for damages caused thereby, or for  
          rescission or other relief deemed appropriate by the court.  

          This bill would also permit the court to increase the award of  
          damages to an amount not to exceed three times the actual  
          damages sustained and award reasonable costs and attorney's fees  
          to a prevailing plaintiff.   

          Finally, this bill would also allow a franchisor or  
          subfranchisor who is found liable to recover contributions from  
          any person who, if sued separately, would have been liable to  
          make the same payments. 

                                      BACKGROUND  

          The California Franchise Investment Law (CFIL) was enacted in  
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          1970 to regulate franchise investment opportunities in order to  
          protect California investors from flimsy or fraudulent franchise  
          investments. The CFIL generally requires franchisors to provide  
          prospective franchisees with the information necessary to make  
          an intelligent decision regarding franchise offers, and  
          prohibits the sale of franchises where they would lead to fraud  
          or likelihood that a franchisor's promises would not be  
          fulfilled.  (Corp. Code Sec. 31000 et seq.) 
          Subsequently, the California Franchise Relations Act (CFRA) was  
          enacted to govern the ongoing relationships between franchisors  
          and franchisees in an effort to prevent unfair practices in the  
          termination, renewal or transfer of a franchise, where either  
          the franchise is domiciled in California or the franchise  
          business is or has been operated in California. (Bus. & Prof.  
          Code Sec. 20000 et seq.)  For example, the CFRA generally  
          prohibits franchisors from terminating a franchise prior to the  
          expiration of its term, except for good cause, as specified.   
          (Bus. & Prof. Code Sec. 20020.)  

          Last year, AB 2305 (Huffman, 2012) was introduced to enact the  
          Level Playing Field for Small Businesses Act of 2012 and would  
          have amended both the CFIL and CFRA in an attempt to address  
          "the widespread use of one-sided and nonnegotiable franchise  
          agreements [which have] created numerous problems for  
          franchisees in California."  That bill sought to increase  
          protections against unfair practices of franchisors, for  
          example, by permitting termination of a franchise agreement for  
          good cause only where there has been a substantial and material  
          breach of the franchise agreement and the franchisee was granted  
          specified time to cure the breach.  Among other things, the bill  
          would have required good faith in the performance and  
          enforcement of the franchise agreement. AB 2305 also would have  
          created a cause of action and would have permitted the award of  
          attorney's fees where a franchisor or subfranchisor sold or  
          offered to sell a franchise in violation of the bill's  
          prohibitions against specified unfair or deceptive acts or  
          practices or unfair methods of competition. 

          This bill, SB 610 (Jackson), is narrower in scope than AB 2305,  
          but similarly would amend the CFRA to require franchisors or  
          subfranchisors and franchisees to deal with each other in good  
          faith, as defined. This bill would also protect the right of a  
          franchisee to join or participate in an association of  
          franchisees to the same extent that the CFIL already protects  
          such activities for CFIL-covered franchises.  SB 610 would  
          permit a franchisee to bring an action against any franchisor or  
                                                                      



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          subfranchisor who offers to sell, sells, fails to renew or  
          transfer, or terminates a franchise in violation of this bill  
          and would provide for various damages.  Lastly, the bill would  
          permit a franchisor or subfranchisor found liable for such a  
          violation to recover contributions from any person who would  
          have been liable to make the same payments, if sued separately.

                                CHANGES TO EXISTING LAW
           
           Existing law  , the California Franchise Relations Act (CFRA),  
          generally regulates the termination, nonrenewal, and certain  
          transfers of franchises with the intent to protect franchise  
          investors.  (Bus. & Prof. Code Sec. 20000 et seq.)  

           Existing law  , the CFRA, generally defines a franchise to mean a  
          contract or agreement, either express or implied, whether oral  
          or written, between two or more persons by which: 
           A franchisee is granted the right to engage in the business of  
            offering, selling or distributing goods or services under a  
            marketing plan or system prescribed in substantial part by a  
            franchisor; 
           The operation of the franchisee's business pursuant to that  
            plan or system is substantially associated with the  
            franchisor's trademark, service mark, trade name, logotype,  
            advertising, or other commercial symbol designating the  
            franchisor or its affiliate; and,
           The franchisee is required to pay, directly or indirectly, a  
            franchise fee.  (Bus. & Prof. Code Secs. 20001(a)-(c).)

           Existing law  , the CFRA, prohibits franchisors, unless otherwise  
          provided under the CFRA, from terminating a franchise prior to  
          the expiration of its term, except for good cause.  Existing law  
          provides that "good cause" shall include, but is not limited to,  
          the failure of the franchisee to comply with any lawful  
          requirement of the franchise agreement after being given notice  
          thereof and a reasonable opportunity, as specified, to cure the  
          failure.  (Bus. & Prof. Code Sec. 20020.) 

           Existing law  , the CFRA, specifies various grounds under which  
          immediate notice of termination without an opportunity to cure  
          shall be deemed reasonable. Among other things, this includes  
          where the franchisee makes any material misrepresentations  
          relating to the acquisition of the franchise business or the  
          franchisee engages in conduct which reflects materially and  
          unfavorably upon the operation and reputation of the franchise  
          business or system.  (Bus. & Prof. Code Sec. 20021.)  
                                                                      



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           Existing law  , the CFRA, provides that in the event a franchisor  
          terminates or fails to renew a franchise other than in  
          accordance with the CFRA, the franchisor must offer to  
          repurchase the franchisee's resalable current inventory, as  
          specified.  (Bus. & Prof. Code Sec. 20035.)

           Existing law  , the California Franchise Investment Law (CFIL),  
          provides, in relevant part, that it shall be a violation of the  
          CFIL for any franchisor, directly or indirectly, through any  
          officer, agent or employee, to restrict or inhibit the right of  
          franchisees to join a trade association or to prohibit the right  
          of free association among franchisees for any lawful purposes.   
          (Corp. Code Sec. 31220.)

           Existing law  , the CFIL, permits any person who violates the  
          above to be sued in the superior court in the county in which  
          the defendant resides or where a franchise affected by the  
          violation does business, for temporary and permanent injunctive  
          relief and for damages, if any, and the costs of suit, including  
          reasonable attorneys' fees.  A plaintiff shall not be required  
          to allege or prove that actual damages have been suffered in  
          order to obtain injunctive relief.  (Corp. Code Sec.  
          31302.5(a).)

           Existing law  , the CFIL, prohibits an action from being  
          maintained to enforce any liability under Section 31220 unless  
          it is brought within two years after the violation upon which it  
          is based or within one year after the discovery by the plaintiff  
          of the facts constituting such violation, whichever occurs  
          first.  (Corp. Code Sec. 31302.5(b).)  
           
           Existing law  , the CFIL, provides that any person who offers or  
          sells a franchise in violation of specified sections of the CFIL  
          or in violation of any provision that provides an exemption from  
          the requirements of the CFIL, as specified, shall be liable to  
          the franchisee or subfranchisor, who may sue for damages caused  
          thereby, and if the violation is willful, the franchisee may  
          also sue for rescission, unless, in specified cases (provisions  
          relating to the willful making of an untrue statement of  
          material fact or omission of a material fact), the defendant  
          proves that the plaintiff knew the facts concerning the untruth  
          or omission, or that the defendant exercised reasonable care and  
          did not know, or, if he or she had exercised reasonable care,  
          would not have known, of the untruth or omission.  (Corp. Code  
          Sec. 31300.)
                                                                      



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           This bill  would add new provisions to the CFRA to:
           require that franchisors, subfranchisors, and franchisees deal  
            with each other in good faith in the performance and  
            enforcement of the franchise agreement; and, 
           prohibit a franchisor or subfranchisor from restricting the  
            right of a franchisee to join or participate in an association  
            of franchisees to the extent the restriction is prohibited by  
            the CFIL.  (See Corp. Code Sec. 31220, above.)  

           The bill  would define good faith to mean honesty in fact and the  
          observance of reasonable commercial standards of fair dealing in  
          the trade.  

           The bill  would permit a franchisee to bring suit for damages, or  
          for rescission or other relief as the court may deem  
          appropriate, if a franchisor or subfranchisor offers to sell,  
          sells, fails to renew or transfer, or terminates a franchise in  
          violation of the above requirements.  The bill would further  
          allow the court to increase the award of damages to an amount  
          not to exceed three times the actual damages sustained and to  
          award reasonable costs and attorney's fees to a prevailing  
          plaintiff.
          
           This bill  would provide that a franchisor or subfranchisor who  
          becomes liable to make payments under this section may recover  
          contributions from any person who, if sued separately, would  
          have been liable to make the same payments. 
          
                                        COMMENT
           
          1.  Stated need for the bill  
          
          According to the author:
          
            Franchisees strongly believe that their business relationship  
            is one-sided in favor of franchisors.  [The California Court  
            of Appeal has stated:] "The relationship between franchisor  
            and franchisee is characterized by a prevailing, although not  
            universal, inequality of economic resources between the  
            contracting parties.  Franchisees typically, but not always,  
            are small businessmen or businesswomen or people seeking to  
            make the transition from being wage earners and for whom the  
            franchise is their very first business.  Franchisors  
            typically, but not always, are large corporations.  The  
            agreements themselves tend to reflect this gross bargaining  
                                                                      



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            disparity.  Usually, they are form contracts the franchisor  
            prepared and offered to the franchisees on a  
            take-it-or-leave-it basis. [Citation omitted] . . .  Some  
            courts and commentators have stressed the bargaining disparity  
            between franchisors and franchisees is so great that the  
            franchise agreements exhibit many of the attributes of  
            adhesion contract and some of the terms of those contracts may  
            be unconscionable."  (Postal Instant Press v. Sealy, 43  
            Cal.App.4th 1704, 1715-1717 (1996).)  

            Franchisees suggest that this disparity could be significantly  
            lessened by several revisions to the California Franchise  
            Relations Act.  SB 610 would implement two of their reform  
            proposals: 1) allowing franchisees to associate freely with  
            fellow franchisees in their system and 2) [ . . . ] assuring  
            that each of the parties deal in good faith.

          2.  Good faith dealings between franchisors and franchisees

           This bill would modify the California Franchise Relations Act  
          (CFRA) to enhance the protections for and rights of franchisees  
          in the performance and enforcement of the franchise agreement.  
          As noted in the Background, the CFRA governs the ongoing  
          relationships between franchisors (including subfranchisors) and  
          franchisees to generally prevent unfair practices in the  
          termination, renewal, or transfer of a franchise.  

          Consistent with the general goal of the CFRA, this bill would  
          require franchisors, subfranchisors and franchisees to deal with  
          each other in good faith in the performance and enforcement of  
          the franchise agreement. The bill would define good faith for  
          these purposes to mean honesty in fact and the observance of  
          reasonable commercial standards of fair dealing in the trade.  A  
          franchisor or subfranchisor who violates this provision could be  
          sued by the franchisee for specified damages. (See Comment 4  
          below for more on the private right of action and available  
          damages.)  

          In opposition to the bill, a coalition comprised of the  
          International Franchise Association, California Chamber of  
          Commerce, Civil Justice Association of California, California  
          Grocers Association, and California Retailers Association, raise  
          concerns with the good faith requirement, arguing that it is an  
          "amorphous term . . .  to be applied to the franchisor in its  
          relationship with the franchisee.  The concept of 'good faith'  
          was created in the Uniform Commercial Code to fill in the blanks  
                                                                      



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          on short form contracts for the sale of goods.  However, it  
          provides no benefit in the context of detailed franchise  
          contracts which govern complex and ongoing business  
          relationships."

          In response, co-sponsor American Association of Franchisees and  
          Dealers states that "[m]odern franchise relationships are most  
          always governed by one-sided 'take it or leave it' adhesion  
          contracts that elicit substantial monetary investment from  
          franchise owners, provide substantial protection for  
          franchisors, but severely limit a franchisee's rights in the  
          franchise relationship.  Creating a statutory affirmative duty  
          of good faith in franchise relationships will inhibit the  
          enforcement of one-sided franchise agreements in an abusive  
          manner."
           
          Further, Committee staff notes that good faith is a common  
          standard used throughout law.  As alluded to in the coalition  
          opposition letter, the Uniform Commercial Code (UCC), in similar  
          fashion to this bill, provides: "Every contract or duty within  
          this code imposes an obligation of good faith in its performance  
          and enforcement." (U. Com. Code Sec. 1304.)  To that end, the  
          UCC also generally defines "good faith" to mean "honesty in fact  
          and the observance of reasonable commercial standards of fair  
          dealing."  (U. Com. Code Sec. 1201(b)(20).)  Good faith,  
          however, is not limited just to those sales or transactions  
          covered by the Uniform Commercial Code.  In fact, "[e]very  
          contract imposes upon each party a duty of good faith and fair  
          dealing in the performance of the contract such that neither  
          party can do anything that will have the effect of destroying or  
          injuring the right of the other party to receive the fruits of  
          the contract." (1 Witkin Sum. Cal. Law Contracts Sec. 797(a).)  

          Additionally, Committee staff has found that at least two other  
          states, Washington and Hawaii, have enacted a similar provision  
          into law requiring that the franchise parties deal with one  
          another in good faith.  (See Rev. Code Wash. Sec. 19.100.180,  
          <  http://apps.leg.wa.gov/rcw/default.aspx?cite=19.100.180  > [as of  
          Apr. 9, 2013]; Haw. Rev. Stat. Sec. 482E-6,  
          <  http://codes.lp.findlaw.com/histatutes/2/26/482E/482E-6  > [as of  
          Apr. 9, 2013].)  Committee staff is unaware of any adverse  
          consequences as a result of good faith requirement in either of  
          those states. 

          3.    Association rights of franchisees  

                                                                      



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          This bill would also add a provision to the CFRA to protect the  
          ability of franchisees to join or participate in an association  
          of franchisees to the extent that the ability is protected under  
          the CFIL.  A franchisee whose right has been restricted in  
          violation of this provision would be permitted to bring suit  
          against the franchisor or subfranchisor for specified damages  
          pursuant to this bill. 

          Currently, the right of a franchisee to join or participate in  
          an association is protected under the CFIL, which generally  
          requires offers and sales of franchises in California to  
          register with the Department of Corporations.  (Corp. Code Sec.  
          31220; hereinafter Section 31220.)  In contrast, the CFRA, which  
          generally regulates the renewal, transfer, and termination of  
          franchises (in other words, the ongoing relationship between  
          franchisors or subfranchisors and franchisees after the sale has  
          been made), remains silent on the right of franchisees to  
          associate with one another.  

          In their coalition letter, the opposition notes that  
          "franchisees are specifically prohibited from interfering with  
          the franchisees' right to join a trade association" already  
          under the CFIL.  They add that, "[f]ranchisors and franchisees  
          have worked together over the years through these associations  
          to improve the integrity of the brand and to respond to  
          franchisee concerns."
          The author argues "SB 610 would extend the existing protection  
          for franchisees to associate that exists in the California  
          Franchise Investment [Law] (Corporations Code Section 31220) to  
          the California Franchise Relations Act where it should be, since  
          that section deals with the ongoing relationship between  
          franchisors and franchisees."  

          Although the CFIL also provides specific remedies for a  
          violation of the franchisee's right to associate with other  
          franchisees, this bill would apply the same remedy for any  
          violation of a franchisee's right to associate as would apply to  
          any violation of the good faith requirement discussed in Comment  
          2 above.  Namely, the franchisee would be permitted to bring a  
          cause of action against the franchisor or subfranchisor for  
          damages caused thereby, or for rescission or other relief deemed  
          appropriate by the court.  In addition, the bill would permit  
          the court, in its discretion, to award up to three times the  
          actual damages, as well as reasonable costs and attorney's fees.  
           

                                                                      



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          4.    Available remedies for a prevailing franchisee  

          This bill would allow for a franchisee to bring an action for  
          damages, rescission or other relief deemed appropriate by the  
          court, against a franchisor or subfranchisor who violates either  
          of the two main provisions of the bill which 1) require  
          franchisors or subfranchisors and franchisees to deal with each  
          other in good faith, as specified, and 2) prohibit a franchisor  
          or subfranchisor from restricting the right of a franchisee to  
          join or participate in an association of franchisees, as  
          specified.  

             a.     Remedies
           
            Under this bill, a franchisee could bring an action against a  
            franchisor or subfranchisor who offers to sell, sells, fails  
            to renew or transfer, or terminates a franchise in violation  
            of the above provisions, for damages caused thereby, or for  
            rescission or other relief deemed appropriate by the court.   
            In addition, the bill would permit the court, in its  
            discretion, to award up to three times the actual damages, as  
            well as reasonable costs and attorney's fees.  

            The CFIL provides for similar remedies for violations of  
            various sections relating to fraudulent or prohibited  
            practices.  Section 31300 of the Corporations Code provides  
            that any person who offers or sells a franchise in violation  
            of specified sections of the CFIL or in violation of any  
            provision that provides an exemption from the requirements of  
            the CFIL, as specified, shall be liable to the franchisee or  
            subfranchisor, who may sue for damages caused thereby, and if  
            the violation is willful, the franchisee may also sue for  
            rescission, unless, in specified cases (provisions relating to  
            the willful making of an untrue statement of material fact or  
            omission of a material fact), the defendant proves that the  
            plaintiff knew the facts concerning the untruth or omission,  
            or that the defendant exercised reasonable care and did not  
            know, or, if he or she had exercised reasonable care, would  
            not have known, of the untruth or omission.  

            The right of rescission is, as a practical matter, arguably  
            more complicated to give force and effect to where, for  
            example, the bad faith dealings begin 10 years into a  
            franchise agreement (which is not unlikely under this bill,  
            given that the CFRA governs ongoing relationships between  
            franchisors and franchisees).  However, while the franchisee  
                                                                      



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            has the option to sue for rescission, the court ultimately has  
            discretion to award non-rescission based relief if more  
            appropriate under the circumstances.  Additionally, the bill  
            specifically states, in relevant part, that the franchisee can  
            bring an action "for damages caused thereby, or for rescission  
            or other relief deemed appropriate by the court."  Rescission,  
            thus, is not the only remedy available.   

             b.    Fee shifting provision
             
            The bill would also allow the court to award an amount not to  
            exceed three times the actual damages, and to award reasonable  
                 attorney's fees and costs for a prevailing franchisee.  

            Generally, with respect to attorney's fees, the "American  
            rule" is that parties must bear their own costs of civil  
            litigation.  In Alyeska Pipeline Co. v. Wilderness Society  
            (1975) 421 U.S. 240, the United States Supreme Court held that  
            it was the province of the legislative branch to craft  
            exceptions to the American rule, and courts were not free to  
            shift such costs absent express legislative authorization.   
            (Id. at 269-270.)  

            Furthermore, fee shifting statutes are enacted only when  
            society considers a statutory or constitutional right  
            important enough to justify fee shifting.  (See Choate v.  
            County of Orange (2000) 86 Cal.App.4th 312, 322-23; Code Civ.  
            Proc. Sec. 1021.)  In this case, as a matter of public policy,  
            the freedom of a franchisee to associate with other  
            franchisees and their right to be dealt with in good faith are  
            arguably rights important enough to justify such a shift in  
            fees.  Failure to include an award of attorney's fees in this  
            bill could make the proposed restrictions essentially  
            unenforceable if an aggrieved franchisee is unable to afford  
            an attorney after spending his or her life savings to purchase  
            a franchise. 

            A coalition of organizations argue in opposition that "the  
            treble damages and one-sided attorney's fees provision make it  
            a lucrative, no-risk option for a franchisee to sue a  
            franchisor if he [or] she after the fact decides that they  
            don't want to abide by the contract and the terms they  
            knowingly signed.  This will lead to costly litigation and  
            reduced ability to settle disputes between the parties."  

            The proponents of the bill note, however, that the one-sided  
                                                                      



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            nature of the remedies in this bill do not tip the balance in  
            the favor of franchisees, but merely levels the playing field.  
             "The typical franchise agreement is loaded with remedies in  
            favor of franchisors and usually devoid of remedies protecting  
            the franchisee.  The goal of this statute is [to] fill a gap  
            and to provide a more level playing field in franchise  
            relationships.  If the remedy provided for franchisees is made  
            reciprocal (where plentiful remedies are already reserved to  
            franchisors in the franchise agreement), the statute could  
            actually become a tool of abuse rather than protection for the  
            unprotected."  

            Committee staff also notes that this bill requires good faith  
            dealings in the performance and enforcement of the contract-it  
            does not provide parties the ability to unilaterally declare  
            provisions of a contract void.  In fact, the CFRA acknowledges  
            that a franchisor may terminate a contract for "good cause,"  
            which shall include, but is not limited to, the failure of the  
            franchisee to comply with any lawful requirement of the  
            franchise agreement after being given notice thereof and a  
            reasonable opportunity, as specified, to cure the failure.   
            (See Bus. & Prof. Code Sec. 20020.)  
             
           5.  Additional arguments in opposition  

          The same coalition of organizations also argue that "California  
          law and the Federal Trade Commission require extensive  
          disclosure documents to ensure that before entering into a  
          franchise agreement, both parties know what is expected for each  
          other.  Allowing substandard franchisees the ability to allege  
          the franchisors failure to use 'good faith' instead of adhering  
          to their contractual terms will have a significant impact on the  
          franchisors and franchisees who work hard every day to ensure  
          the integrity of the brands they represent."


           Support  : Pacific Management Consulting Group

           Opposition  :  California Chamber of Commerce; California Grocers  
          Association; California Retailers Association; Civil Justice  
          Association of California; International Franchise Association

                                        HISTORY
           
           Source  :  American Association of Franchisees & Dealers; Kathryn  
          Slater-Carter, a McDonald's restaurant franchisee
                                                                      



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           Related Pending Legislation  :  AB 1141 (Dahle, 2013) would enact  
          the Small Business Investment Protection Act of 2013.  While  
          broader in scope than SB 610, AB 1141 also contains a  
          requirement that the parties deal with each other in good faith  
          in the performance and enforcement of the franchise agreement,  
          and adds to the CFRA the same protection for franchisees to  
          associate with one another that is currently found under the  
          CFIL.  AB 1141 is in the Assembly Judiciary Committee. 

           Prior Legislation  :  AB 2305 (Huffman, 2012) See Background.   
          This bill passed the Assembly Judiciary Committee but died after  
          failing passage in the Assembly Business Professions & Consumer  
          Protection Committee on a vote of 4-3.

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