BILL ANALYSIS                                                                                                                                                                                                    



                                                                  SB 1722
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          Date of Hearing:   June 15, 2004

           ASSEMBLY COMMITTEE ON ENVIRONMENTAL SAFETY AND TOXIC MATERIALS
                                  John Laird, Chair
                   SB 1722 (Ducheny) - As Amended:  April 27, 2004

           SENATE VOTE  :   38-0
           
          SUBJECT  :   Proposition 65: enforcement: judgments.

           SUMMARY  :  Makes it clear that the common law principals of res  
          judicata apply to actions brought pursuant to Proposition 65.   
          Specifically,  this bill  :   

          1)Adds a new provision to provide that when there is a court  
            judgment in a Proposition 65 case filed by a private plaintiff  
            acting in the public interest, or a court approved settlement  
            of such case, a court in a later  action can bar that action,  
            if it finds that the doctrine of res judicata bars  
            relitigation of an issue or cause of action.

          2)Declares that this addition to Proposition 65 furthers the  
            purpose of the act.


           EXISTING LAW  , under the Safe Drinking Water and Toxic  
          Enforcement Act of 1986 (otherwise referred to as "Proposition  
          65"), contains two major requirements: (a)  warning  for potential  
          toxic exposure and (b)  prohibition of discharges  to drinking  
          water.  
            
          1)Prohibits persons, in the course of doing business, from  
            knowingly and intentionally exposing persons to substances  
            known to the state to cause cancer or reproductive damage  
            without providing a specific warning.  It also prohibits a  
            person from knowingly or intentionally discharging such  
            substances to sources of drinking water.

          2)Imposes civil penalties of up to $2,500 per day for each  
            violation of the act and authorizes the Attorney General,  
            district attorneys, and city attorneys to bring actions to  
            enforce its provisions.

          3)Authorizes any person to file a Proposition 65 action in the  
            public interest to enforce its provisions upon meeting a  








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            variety of conditions.  Before a private plaintiff may bring  
            an action, he must first give notice to the alleged violator,  
            the Attorney General and any District Attorney in whose  
            jurisdiction the violation is alleged to have occurred.  If  
            none of the authorized public prosecutors file an action  
            within sixty-days, the person can commerce a public interest  
            lawsuit.  As amended in 1999, the statute requires that  
            persons filing actions in the public interest also notify the  
            Attorney General when they file a complaint, and when the case  
            reaches a settlement or judgment.

          4)Requires an additional justification from the private  
            plaintiff if the alleged violation is for failure to  warn  .  In  
            that case, the notice of violation must include a certificate  
            of merit stating that an expert has reviewed facts, studies or  
            other data regarding the exposure to the listed chemical that  
            is the subject of the action and, based on that information,  
            there is a reasonable and meritorious case for the private  
            action.  The certificate of merit served on the Attorney  
            General must attach factual information sufficient to  
            establish the basis of the certificate of merit.

          5)Over the past two legislative sessions, Proposition 65 has  
            been amended three times.  These amendments have increased the  
            AG's oversight of private enforcement of Proposition 65.  The  
            new procedures are intended to thwart abusive lawsuits that do  
            not provide sufficient protection to the public, but do  
            provide compensation to the plaintiffs' attorneys.  

          6)As a result of reporting requirements created by SB 1269  
            (Alpert) (Chapter 599, Statutes of 1999), SB 471 (Sher)  
            (Chapter 578, Statutes of 2001) and SB1572 (Sher) (Chapter  
            323, Statutes of 2002) confidential settlements of Proposition  
            65 matters are no longer possible.  Any settlement of a  
            private Proposition 65 action must be approved by the court on  
            a noticed motion and must be reviewed by the AG (who can also  
            intervene in the action).

          7)Prop 65 can only be amended by a two-thirds vote of the  
            Legislature and any amendment must also "further the purposes  
            of the act."

          8)Provides that a defendant may raise a special defense based on  
            the common law of res judicata in any case in which the  
            defendant contends the action or any part thereof was resolved  








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            on the merits in a prior action between the same parties or  
            their privies.  


           FISCAL EFFECT  :   Unknown. 


           COMMENTS  :  The author of this measure is seeking to make it  
          explicit that the common law doctrine of res judicata can be  
          applied to Proposition 65 litigation in order to prevent  
          repeated litigation over the same issue or cause of action  
          through abusive, "copycat" lawsuits filed by private enforcers.   


          1)According to the author, these lawsuits allege the same  
            violation that was already adjudicated against the same  
            business that defended the  first  lawsuit.  In such cases, it  
            may be more cost-effective for a business to pay a private  
            enforcer his fee to "go away" than it is to fight the claim in  
            court.  Additionally, the author contends that such repeat  
            lawsuits do not protect the public and undermine the integrity  
            of Proposition 65.  This bill would encourage courts to  
            dismiss duplicative lawsuits by reaffirming by statute that  
            the doctrine of res judicata is applicable in Proposition 65  
            cases.  

          2)In materials produced by a supporter of SB 1722, the California  
            Apartment Association (CAA) describes the doctrine of res  
            judicata an affirmative defense barring the same parties from  
            litigating a second lawsuit on the same claim(s).  "Res judicata  
            relieves parties of the costs and vexation of multiple lawsuits,  
            conserves judicial resources, and, by preventing inconsistent  
            decisions, encourages reliance on adjudication.  As noted by a  
            California Appellate Court, '[p]ublic policy and the interest of  
            litigants alike require that there be an end to litigation.'   
            Citizens for Open Access to Sand & Tide v. Seadrift Association  
            (1998) 60 Cal. App. 4th 1053, 1065.  

          3)In order to preclude the second lawsuit based on the res  
            judicata defense, the party asserting the defense must show  
            that: 'a) the issues decided in the prior adjudication are  
            identical with those presented in the later action; b) there was  
            a final judgment on the merits in the prior action; and c) the  
            party against whom the plea is raised was a party or was in  
            privity with a party to the prior adjudication.'  Id. at 1065.   








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            However, even if these threshold requirements are established,  
            res judicata will not be applied by courts (thereby allowing the  
            second law suit to proceed) ''if injustice would result or if  
            the public interest requires that relitigation not be  
            foreclosed.''  Id. (quoting Consumers Lobby Against Monopolies  
            v. Public Utilities Com. (1979) 25 Cal. 3d 891, 902.)"

          4)CAA contends that in multiple industries (diesel engine  
            manufacturers, cigar manufacturers and retailers, PVC  
            mini-blind distributors and retailers, wine makers,  
            manufacturers of paints and art materials, manufacturers of  
            hair coloring products, and hotels), defendants are being sued  
            by a plaintiff "in the public interest" and,  after settlement  
            with or judgment for the first plaintiff  , a second plaintiff  
            "in the public interest" has filed a "copy cat" lawsuit based  
            on the same facts and claims already decided in the first  
            case.  CAA states that its members are being sued by  
            plaintiffs "in the public interest" for failure to post the  
            required warning signs and are fearful that apartment owners  
            and managers, like other industries before them, will soon be  
            sued again by a new plaintiff "in the public interest" on the  
            same claims. 

           Analysis of Measure as "Proposed to be Further Amended" by  
          Author
           
          5)Opposition to previous versions of the measure had been  
            dropped to the measure as it was amended on April 27th, which  
            was also how it was passed by the Senate.  The Senate analysis  
            reflected the comment that the author and the stakeholders  
            were going to continue negotiations to address concerns raised  
            by CAA.  Those ongoing discussions focused on a way to provide  
            a "safe harbor" situation for a limited period of time while a  
            standardized warning form for apartment owners for potential  
            exposure to Proposition 65 materials was developed.  Those  
            discussions recently ended without agreement being reached.   
            However, the author expressed a desire to make further changes  
            to the version as passed by the Senate shortly before our  
            hearing.  

           Expansion of Res Judicata to Include Concurrent Cases and Cases  
          Taken Over by the Attorney General
           
          6)The author proposes to amend her bill to state the following: 









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               A court judgment in a case filed pursuant to subdivision  
               (d)  or (c)  of Section 25249.7,  a settlement in a case filed  
               pursuant to subdivision (c) of Section 25249.7,  or a  
               settlement approved by the court pursuant to paragraph (4)  
               of subdivision (f) of Section 25249.7, shall bar  another   a  
               later  action, or a part thereof, brought in the public  
               interest pursuant to subdivision (d) of Section 25249.7  
               where the court  , in the later action,  finds that the  
               doctrine of res judicata bars relitigation of an issue or  
               cause of action. 

          7)The declared purpose of this measure is to make it clear to  
            the courts that they may apply the principal of res judicata  
            to cases brought pursuant to Proposition 65.  While the  
            Committee on Judiciary seems best equipped to resolve the most  
            appropriate language to memorialize this concept, the final  
            form of the language with which it is resolved is of import to  
            the jurisdiction of this Committee.  It is important to  
            remember that there are two parts to Proposition 65.  One  
            relates to providing adequate warnings.  Most of the examples  
            suggested by CAA in support of the measure relate to such  
            suits.  Indeed most of the discussions amongst the  
            stakeholders seem to be headed to addressing issues related to  
            Proposition 65 warnings.  But another section of Proposition  
            65 relates to suits to prevent release of toxic materials that  
            could affect drinking water supplies.  SB 1722 applies to both  
            sections of the act, the warning and the discharge prohibition  
            which need to be considered.

          8)The CAA reasoning (summarized above) supporting the rationale  
            for applying res judicata to "later" filed Proposition 65  
            cases as contained in the April 27th version is  
            straightforward.  By amending the Senate approved language, to  
            cover "another" action, new issues are raised which may  
            require further definition in order prevent unintended  
            outcomes.  The reason deleting  later suits  may be more  
            problematic than at first blush is because the notion of  
            "privity" embedded in the concept of res judicata is  
            significantly broadened when applied to the private plaintiff  
            who is bringing a suit "in the public interest."  It is  
            important to keep in mind that this bill emphasizes that res  
            judicata can be applied to issues as well as the case as a  
            whole.  Indeed, this change seems to emesh the principals of  
            case consolidation into Proposition 65 as well.









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          9)Approved settlements or judgments may contain statement of  
            facts.  But facts, common to both types of cases, deemed  
            important to the parties in a settlement or judgment related  
            to a case about warnings might be different than those related  
            to a suit on discharges.  As this measure affects both types  
            of cases, there may be reason to explicitly acknowledge the  
            difference between the types of actions for res judicata  
            cases.  If the author supplants the application of res  
            judicata to just later cases with application of res judicata  
            to any concurrent cases, perhaps this bill should be confined  
            to warning type Proposition 65 cases only, which seem to be  
            the type of cases at the core of CAA's dispute. 

          10)Because Proposition 65 has several unique procedural  
            requirements for the plaintiff in a Proposition 65 suit, such  
            as (a) the "60 day notice" requirements, that a private  
            plaintiff must provide to the Attorney General and local  
            prosecutors before he can file a suit, and (b) specified  
            approval mechanisms for settlements or judgments, there may be  
            some purpose to specifying additional notice requirements to  
            those who have filed 60 day notices before the suit that is  
            being settled so that the judge, or Attorney General,  
            considers the facts and the merits of the other cases related  
            to the one being settled.  Such additional clarification would  
            dampen potential for "collusive suits" or "plaintiff shopping"  
            to get the most favorable settlement.  Currently, Proposition  
            65 does not contain any details of the type of notice that  
            must be provided before a settlement is approved.

          11)The author and the Committee may wish to consider that the  
            proposed changes to SB 1722 could make this measure more  
            problematic than the unopposed version that was passed by the  
            Senate.  There are a variety of adjustments, which given the  
            nature of the issue ("res judicata" and "privity") may be best  
            crafted by the Committee on Judiciary in consultation with  
            this Committee.  The options to be discussed include (a)  
            reverting to the Senate language, (b) further procedural  
            amendments to assure that the judge or Attorney General is  
            aware of all of the private plaintiffs' points of view before  
            certifying the adequacy of the settlement or entering final  
            judgment if the "another suit" language is kept, (c) providing  
            some codified interpretation language further clarifying to  
            the judge as to how the doctrine of res judicata is to be  
            applied so that it does not result in "unfair" additional  
            requirements on private plaintiffs to bringing suits in the  








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            public interest, and (d) more detailed notice requirements to  
            cover the cases noticed earlier by other private plaintiffs.   
            After all, the California Supreme Court has held that  
            Proposition 65 is to be construed broadly to protect the  
            public.  In order to pass the legal challenge that these  
            changes do further the purposes of  the Proposition 65  
            initiative, the language needs to be as narrowly crafted as  
            possible so as not to create new hurdles to protecting the  
            public health.

          This measure has also been referred to the Assembly Committee on  
          Judiciary.

           REGISTERED SUPPORT / OPPOSITION  :  (To the April 27th version)

           Support 
           California Apartment Association (sponsor)
          Allmark Properties
          Archstone Smith
          California Chamber of Commerce
          Consulting Engineers and Land Surveyors of California
          California Manufacturers & Technology Association
          Cambridge Village
          Civil Justice Association of California
          Exlnt Property Management Co.
          League of California Cities
          Proposition 65 Coalition
           
            Opposition 
           None on file.


           Analysis Prepared by  :    Michael Endicott / E.S. & T.M. / (916)  
          319-3965