BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 36
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          ASSEMBLY THIRD READING
          AB 36 (Steinberg)
          As Amended May 16, 2001
          Majority vote 

           JUDICIARY           6-3                                         
           
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          |Ayes:|Steinberg, Corbett,       |     |                          |
          |     |Jackson, Longville,       |     |                          |
          |     |Shelley, Wayne            |     |                          |
          |     |                          |     |                          |
          |-----+--------------------------+-----+--------------------------|
          |Nays:|Robert Pacheco, Bates,    |     |                          |
          |     |Harman                    |     |                          |
          |     |                          |     |                          |
           ----------------------------------------------------------------- 
           SUMMARY  :  Seeks to limit the use of secrecy agreements and  
          protective orders in specified cases to bring greater "sunshine"  
          on potentially lethal or financially devastating harms to the  
          public.  Specifically,  this bill  :

          1)Finds that secrecy agreements that prohibit disclosure to the  
            public or public safety agencies of information relating to  
            defective products, financial fraud, unfair insurance claims  
            practices, or environmental hazards are injurious to the  
            health, safety, and economic well-being of all Californians,  
            and that it is against the public interest to allow them in  
            these cases, except in very limited circumstances.

          2)Finds that the Judicial Council (JC) has adopted Rule 243.1 of  
            the California Rules of Court, which creates a presumption  
            against secrecy for certain documents filed with our courts,  
            and states that it is the intent of the Legislature to better  
            protect the health and safety of Californians by creating a  
            similar presumption against secrecy in cases involving  
            defective products, financial fraud, unfair insurance claims  
            practices, or environmental hazards.

          3)Applies solely to lawsuits claiming injury, wrongful death, or  
            financial loss allegedly caused by a defective product,  
            financial fraud, unfair insurance claims practice, or an  
            environmental hazard.

          4)Provides that in these types of lawsuits, evidence which is  








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            shielded from public view either through settlement or  
            confidentiality agreements not filed with the court, or  
            through discovery protective orders, shall be presumed to be  
            public information, and may not be kept confidential pursuant  
            to agreement of the parties.

          5)Provides that such information may nevertheless be kept  
            confidential, for a time period determined by a court, if the  
            court orders such confidentiality based on a finding that the  
            evidence is either:  a) a trade secret, as defined, or  
            otherwise privileged under law; or, b) there exists, among  
            other factors, an overriding interest that overcomes the right  
            of public access to the information.

          6)Provides that, unless the information is a trade secret or  
            otherwise privileged under existing law, any portion of an  
            agreement or contract that restricts a party from disclosing  
            information that is evidence of a defective product, financial  
            fraud, unfair insurance claims practice, or environmental  
            hazard to a governmental agency with enforcement authority  
            over the public hazard is void and may not be enforced.

          7)Prohibits any attorney from selling or offering for sale any  
            information obtained through discovery to any member of the  
            State Bar or to any other person in violation of the  
            prohibitions on attorney solicitation, fee splitting, or  
            financial arrangements among lawyers or non-lawyers.  A  
            violation would be a basis for professional discipline by the  
            State Bar.

          8)Provides that nothing in this bill shall prohibit the  
            enforcement of that part of an agreement between the parties  
            which requires the amount of any money paid in a settlement to  
            be kept secret.

           EXISTING LAW  provides: 

          1)Upon a showing of good cause, that courts may issue protective  
            orders to prevent the public distribution of subpoenaed  
            documents, writings or papers. 

          2)Under Rule 243.1 of the California Rules of Court, that court  
            records are presumed to be open unless confidentiality is  
            required by law.  The new court rule also provides that a  
            court may order a record sealed only if it expressly finds  








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            that:  a) there exists an overriding interest that overcomes  
            the right of public access to the record; b) the overriding  
            public interest supports sealing the record; c) a substantial  
            probability exists that the overriding interest will be  
            prejudiced if the record is not sealed; d) the proposed  
            sealing is narrowly tailored; and, e) no less restrictive  
            means exist to achieve the overriding interest.  

          3)For the confidentiality of trade secrets in an action under  
            the Uniform Trade Secrets Act, by authorizing the court to  
            issue a discovery protective order which prohibits the  
            disclosure of a trade secret or limits its disclosure without  
            prior court approval.  

           FISCAL EFFECT  :   None

           COMMENTS  :   This bill seeks to add California to a long and  
          growing list of states that have already adopted similar  
          "sunshine" laws or court rules.  This bill restricts, but does  
          not ban, the use of secrecy agreements and protective orders,  
          which require secrecy in the typical types of lawsuits where the  
          public is most at risk of repeated and society-wide harm.  This  
          bill is the byproduct of substantial efforts by the proponents  
          to compromise and narrow the legislation.  This bill, and its  
          companion measure SB 11 (Escutia), pending in the Senate, delete  
          several key provisions contained in prior years' legislation,  
          including an earlier standing provision which allowed other  
          parties to contest secrecy orders or agreements, and a provision  
          requiring notification to the Attorney General.  This year's  
          bills also specifically allow secrecy agreements for "privileged  
          information," a provision not included in prior years'  
          anti-secrecy bills.

          Late last year, and effective this past January, JC adopted  
          Rules 243.1 and 243.2 of the California Rules of Court to  
          provide a standard and procedures for courts to use when a  
          request is made to seal a court record.  In general, court  
          records are presumed to be open unless confidentiality is  
          required by law.  The Advisory Committee Comment to the rule  
          notes that the standard is based on  NBC Subsidiary (KNBC-TV)  
          Inc. v. Superior Court  (1999) 20 Cal. 4th 1178, which held that  
          there is a first amendment right of access to documents used at  
          trial or as a basis of adjudication.  The comment also notes  
          that the rules do not apply to records that the court must keep  
          confidential by law, and do not apply to discovery proceedings,  








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          motions, and materials that are not used at trial or submitted  
          to the court as a basis for adjudication.
           
          Trial court statistics continue to indicate that only about 2%  
          of the civil cases go to trial.  In other words, the great  
          majority of cases settle before trial.  When this high  
          proportion of cases is settled before trial, evidence uncovered  
          during discovery which may, if open to the public and press,  
          potentially save countless lives and deter devastating financial  
          losses, is rarely, if ever, filed with the court.  In fact,  
          settlement agreements typically require the return of documents  
          and the preservation of their confidentiality.  The provisions  
          of this bill are therefore intended to supplement, and  
          complement, the court rule already adopted by the Supreme Court.  


          The recent Firestone/Bridgestone tire debacle highlights the  
          extent to which secrecy orders may literally be the difference  
          between life and death.  To date, more than 150 people have died  
          and more than 500 people have been injured while driving on  
          defective Firestone tires.  Recalls of Firestone tires began  
          last summer.  But long before, over the previous 10 years, over  
          200 of these cases were quietly settled with secrecy orders  
          attached, effectively muzzling victims, attorneys, and the media  
          from warning the public about the potentially fatal dangers  
          associated with their products.  As many consumer groups have  
          noted, had information about tire separations been made public  
          years ago, there seems to be little question that many lives  
          could and would have been saved.

          Two other separate public health hazards, tobacco and the drug  
          Fen-Phen, are also cited by the bill's sponsors to show how  
          disclosure of health risks can have dramatically different  
          outcomes and, according to this bill's supporters, demonstrate  
          the protective power of disclosure.  Regarding tobacco,  
          supporters note that in 1994, the state of Florida brought an  
          action against several tobacco companies to recover health care  
          costs it expended due to tobacco-related illnesses.  During the  
          litigation, tobacco documents were discovered that showed that:   
          1) the companies had knowledge of the harmful effects of  
          tobacco; 2) the companies knew nicotine was addictive; and, 3)  
          the companies specifically targeted minors in advertising  
          campaigns.  Although this information had surfaced in prior  
          cases throughout the country, the information was hidden from  
          the public when the defendants obtained protective orders to  








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          keep the documents secret.  Fortunately, this bill's supporters  
          state, "Florida passed a 'Sunshine in the Courts Act' in 1991,  
          and the tobacco companies could not hide the documents under  
          Florida law.  The discovery of these documents allowed  
          California to sue for the same cost recovery in 1996.  The  
          California cases are now settled with a net gain of $25 billion  
          for California taxpayers over the next 25 years."

          Conversely, assert this bill's supporters, "lack of disclosure  
          can lead to ugly consequences for consumers.  In May 1997, a San  
          Francisco case settled against the manufacturers of Fen-Phen, a  
          popular diet drug, on the condition that documents be kept  
          secret.  [The documents] showed that Fen-Phen caused heart valve  
          damage and the life threatening disease, pulmonary hypertension.  
           It was not until September 15, 1997, when the FDA removed the  
          product from the market, that the dangers became public.  During  
          the five months between the first settlement and the recall,  
          unsuspecting patients continued to ingest Fen-Phen, causing  
          enormous harm, particularly since these heart disorders are  
          affected by the length of time the patient took the drug.  At  
          least ten manufacturers, including American Home Products, had  
          received 'adverse reaction reports' indicating the danger, but  
          failed to take adequate steps to protect users.  Instead,  
          manufacturers used the current court system to hide the dangers.  
           There are currently coordinated actions pending in California  
          and in federal courts."

          One of the principal attacks on this bill made by this bill's  
          opponents is that this bill will dramatically increase  
          litigation in California, which, they argue, has been suffering  
          from an explosion in lawsuits.  However, recent evidence  
          suggests the claimed litigation explosion is more rhetoric than  
          reality.  In a February 1, 2001,  L.A. Times  article, entitled  
          "We Aren't Seeing You in Court," the paper reported that  
          "America's litigation explosion has fizzled.  Americans are no  
          longer suing each other as much.  Californians are suing each  
          other much less.  After years of steady decline, the number of  
          big-money personal injury lawsuits in California is roughly half  
          of what it was a decade ago.  Small claims have fallen to levels  
          unseen in 30 years."  According to this report, "No systematic  
          research has been done on the causes ? But a review of  
          statistics kept by the center and by California's Judicial  
          Council makes it clear that nationally, over the last decade,  
          the rate of tort lawsuits has slightly declined while, in  
          California and some other states, the rate has plunged." 








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          If, as this bill's opponents assert, passage of an anti-secrecy  
          law in California will lead to a new litigation explosion, one  
          would expect to find the same trend in other states that have  
          already enacted similar laws.  However, a review of case filing  
          statistics in other states that have passed anti-secrecy  
          legislation suggests that case filings have not in fact  
          increased after the new laws took effect. 

           
          Analysis Prepared by  :    Drew Liebert / JUD. / (916) 319-2334 


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