BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 36
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          ASSEMBLY THIRD READING
          AB 36 (Steinberg) 
          As Amended June 6, 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 defective products and environmental hazard  
          cases only to bring greater "sunshine" on potentially lethal  
          harms to the public.  Specifically, among other things,  this  
          bill  :

          1)Finds that secrecy agreements that prohibit disclosure to the  
            public or public safety agencies of information relating to  
            defective products 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)Applies solely to lawsuits claiming physical injury or  
            wrongful death allegedly caused by a defective product or an  
            environmental hazard.

          3)Provides that evidence obtained in discovery that shows a  
            product defect or environmental hazard may be kept  
            confidential under normal discovery procedures, 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.









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          4)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 or  
            environmental hazard to a governmental agency with enforcement  
            authority over the public hazard is void and may not be  
            enforced.

          5)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.

          6)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.

          7)Provides that the court may redact proprietary or other  
            material it finds unnecessary for informing the public of a  
            defective product or environmental hazard.

          8)Restricts the types of environmental hazards covered by the  
            bill's secrecy provisions to actual releases of hazardous  
            substances.

          9)Clarifies that nothing in the bill shall be deemed to limit or  
            abrogate the attorney-client privilege, the work product  
            doctrine, or any other privilege recognized under law.

          10)Clarifies that nothing in the bill is intended to affect  
            medical malpractice actions.

          11)Makes various changes to the legislative findings and  
            declarations.

          12)Eliminates the codified findings section of the bill.

          13)Provides that the plaintiff seeking to disclose confidential  
            documents has the initial burden to show that the information  
            would be beneficial in protecting the public from defective  
            products or environmental hazards and provides that the burden  








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            of proving entitlement to confidential treatment shall be on  
            the party seeking confidentiality.

          14)Provides that, in the event that the plaintiff seeks to make  
            a settlement or confidentiality agreement involving a  
            defective product or environmental hazard public in order to  
            protect the public, the same notice and other procedures  
            required by the bill for making documents obtained in  
            discovery public shall apply.

          15)Provides that except for those documents denied confidential  
            treatment pursuant to a court order issued pursuant to the  
            bill, all other documents produced under the terms of a  
            protective order shall remain subject to the terms of that  
            order, subject to further order of the court and provides that  
            nothing in the bill shall prevent any party from issuing  
            subsequent notices.

          16)Provides that, in order to streamline the process for review,  
            the court may require, pursuant to paragraph (3) of  
            subdivision (g) of Section 2031 of the Code of Civil  
            Procedure, the party who makes a motion for confidential  
            treatment to provide an identifying log or other document.   
            Nothing in the bill is intended to prohibit a party from  
            requesting that a record be filed under seal pursuant to  
            Section 243.2 of the California Rules of Court.

           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  
            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.  









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          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 "sunshine" laws  
          or court rules.  This bill limits, 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  
          by-product of substantial efforts by the proponents to  
          compromise and narrow the legislation.  Under the most recent  
          amendments, the bill's scope and procedures have been greatly  
          cut back.

          The bill, and its companion measure SB 11 (Escutia), pending in  
          the Senate, also deletes 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.
           
          Trial court statistics continue to indicate that only about 2%  
          of 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 last year by the  
          Supreme Court which seeks to bring out in the sunlight as many  
          documents as possible that might help protect the public. 

          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  








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          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  
          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  








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          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 the 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." 

          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. 

          With the latest amendments to the bill, some previous opponents  
          of the bill have changed their positions.  The Big Five  
          accounting firms are no longer opposed to the bill, and Ford  
          Motor Company is now in support of the measure.


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











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