BILL ANALYSIS                                                                                                                                                                                                    






                             SENATE JUDICIARY COMMITTEE
                           Senator Ellen M. Corbett, Chair
                              2009-2010 Regular Session


          AB 590                                                      
          Assemblymember  Feuer                                       
          As Amended August 20, 2009
          Hearing Date: August 24, 2009                               
          Business and Professions Code; Government Code              
          SK                                                          
                                                                      
                            PURSUANT TO SENATE RULE 29.10
          
                                        SUBJECT
                                           
                         Civil Representation: Pilot Program

                                      DESCRIPTION  

          This bill would, beginning July 1, 2011, and subject to funding  
          specifically provided for this purpose, enact the Sargent  
          Shriver Civil Counsel Act, requiring the Judicial Council to  
          develop one or more pilot projects in selected courts to provide  
          legal representation to low-income persons in civil matters  
          involving critical issues affecting basic human needs, as  
          specified.  Under the bill, the Judicial Council must develop  
          the pilot projects using a competitive grant process and a  
          request for proposals.  This bill would require the Judicial  
          Council to report to the Governor and the Legislature on or  
          before March 1, 2015, and every three years thereafter regarding  
          the effectiveness and continued need for the pilot program as  
          well as any findings and recommendations.  

          This bill also contains provisions concerning use of the term  
          "legal aid" and the provision of pro bono legal services.  These  
          provisions were previously reviewed by this committee when it  
          heard the bill on July 14, 2009, as detailed in Comment 1 below.  


                                      BACKGROUND  

          In 1963, the United States Supreme Court decided Gideon v.  
          Wainright (1963) 372 U.S. 335, in which it unanimously ruled  
          that state courts are required under the Sixth Amendment of the  
          Constitution to provide counsel in criminal cases for defendants  
                                                                      



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          unable to afford their own attorneys.  Thus, in every criminal  
          case which carries the possibility of imprisonment, the accused  
          has the right to an appointed counsel when he or she cannot  
          afford one.

          In contrast, the right to counsel in civil proceedings is not as  
          well established.  The concept is not novel, but rather goes  
          back to the earliest days of the common law when indigent  
          litigants had a right to appointment of counsel so they could  
          have access to the civil courts.  English courts appointed  
          attorneys for such litigants as early as the 13th  and 14th  
          centuries, and other countries have recognized a statutory right  
          to counsel in civil cases.  The U.S. Supreme Court, however, has  
          declined to extend the right to counsel to indigents in civil  
          proceedings.  In Lassiter v. Department of Social Services  
          (1981) 452 U.S. 18, the Court affirmed that an indigent  
          litigant's right to an appointed counsel applies only when the  
          litigant may be deprived of his or her personal liberty.   
          Consequently, while most European and Commonwealth countries  
          have a right to counsel in civil cases, the United States mainly  
          relies upon limited legal services and pro bono programs to  
          provide representation in civil matters.

          In recent years, there has been a growing movement, endorsed by  
          judges, legal leaders and scholars, including the American Bar  
          Association, California Commission on Access to Justice, and the  
          Conference of California Bar Associations, to provide legal  
          counsel as a matter of right to indigent litigants in matters  
          where basic human needs are at stake.  Proponents argue that  
          meaningful access to the civil justice system is largely  
          dependent upon legal representation; and that the likelihood of  
          a just result is significantly increased by competent  
          representation.  

          This bill would require the Judicial Council, beginning July 1,  
          2011, to develop pilot projects in selected courts to provide  
          legal representation to low-income parties in civil matters  
          involving critical issues affecting basic human needs, as  
          specified.  

                                CHANGES TO EXISTING LAW
           
           Existing law  guarantees a right to counsel in criminal  
          proceedings (Gideon v. Wainwright, supra, 372 U.S. 335), but not  
          generally in civil matters (Lassiter v. Department of Social  
          Services, supra, 452 U.S. 18). 
                                                                      



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           This bill  would, beginning July 1, 2011, and subject to funding  
          provided for this purpose, require the Judicial Council to  
          develop one or more pilot projects in selected courts to provide  
          legal representation to low-income persons in civil matters  
          involving critical issues affecting basic human needs.  Under  
          the bill, the Judicial Council must develop the pilot projects  
          using a competitive grant process and a request for proposals.

           This bill  would specify that the projects shall provide  
          representation of counsel for low-income persons who require  
          legal services in civil matters involving the following: (1)  
          housing-related matters; (2) domestic violence and civil  
          harassment restraining orders; (3) probate conservatorships; (4)  
          guardianships of the person; (5) elder abuse; or (6) actions by  
          a parent to obtain sole legal or physical custody of a child.

           This bill  would provide that eligibility for representation  
          shall be limited to clients whose household income falls at or  
          below 200 percent of the federal poverty level.  This bill would  
          specify that no more than 20 percent of available funds may be  
          directed to projects regarding civil matters involving actions  
          by a parent to obtain sole legal or physical custody of a child.  

           This bill  would provide that each project shall be a partnership  
          between the court, a qualified legal services project, as  
          defined, and other legal services providers in the community.   
          This bill would impose various responsibilities on the lead  
          legal services agency including that the agency would be  
          responsible for providing representation to a client or  
          referring the matter to another organization or provider.  

           This bill  would require the Judicial Council to appoint a  
          committee to select participating courts and would require that  
          projects be selected primarily on the basis of whether in the  
          cases proposed for service the persons to be assisted are likely  
          to be opposed by a party who is represented by counsel.  This  
          bill would also require the Judicial Council to consider the  
          following factors: 

           (1) the likelihood that representation in the proposed case  
           type tends to affect whether a party prevails or otherwise  
           obtains a significantly more favorable outcome in a matter in  
           which they would otherwise frequently have judgment entered  
           against them or suffer the deprivation of the basic human need  
           at issue; 
                                                                      



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           (2) the likelihood of reducing the risk of an erroneous  
           decision; 

           (3) the nature and severity of potential consequences for the  
           unrepresented party regarding the basic human need at stake if  
           representation is not provided; 

           (4) whether the provision of legal services may eliminate or  
           reduce the need for and cost of public social services for the  
           client and others in the household; 

           (5) the unmet need for legal services in the geographic area to  
           be served; and 

           (6) the availability and effectiveness of other types of court  
           services, such as self-help.

           This bill  would provide that projects shall be authorized for a  
          three-year period beginning July 1, 2011, and may be renewed for  
          a period determined by the Judicial Council in consultation with  
          the court in light of the court's capacity and success. 

           This bill  would require an applicant to meet specified  
          requirements such as identifying the partnership between the  
          court, the lead legal services agency, and other agencies or  
          providers and an explanation of the project's administration.   
          This bill would require a local advisory committee to be formed  
          for each project in order to facilitate the project's  
          administration and ensure that it is fulfilling its objectives.   
          The committee must include representatives of the bench and  
          court administration, the lead legal services agency, and  
          participating agencies or providers. 

           This bill  would require the Judicial Council to report to the  
          Governor and the Legislature on or before March 1, 2015, and  
          every three years thereafter regarding the effectiveness and  
          continued need for the pilot program as well as any findings and  
          recommendations.  Specified information must also be included in  
          the study. 
           This bill  would specify that $10 of certain fees for various  
          court services be deposited into the Trial Court Trust Fund and,  
          beginning July 1, 2011, used by the Judicial Council for  
          implementing and administering the bill's civil representation  
          pilot program. 
           
                                                                      



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          This bill  contains various legislative findings and declarations  
          concerning, among other things, the dire need for legal services  
          for poor Californians, the lack of adequate funding, the impact  
          of unrepresented litigants on the judicial system, the  
          importance of equal access to justice without regard to income  
          as a fundamental right in a democratic society, the guarantees  
          of due process and equal protection as well as the common law  
          which all underscore the need to provide legal representation in  
          critical civil matters when parties cannot afford a lawyer, and  
          the state's interest in providing publicly funded legal  
          representation, nonlawyer advocates, or self-help advice, where  
          sufficient. 

           This bill  would prohibit the use of the term "legal aid" by any  
          entity unless the entity is a nonprofit organization that  
          provides civil legal services to the poor without charge.  This  
          bill would also prohibit any person from selling or charging a  
          fee for certain legal forms used in court proceedings that are  
          available to the public for free.

           This bill  would also state the intent of the Legislature to  
          encourage attorneys to make further efforts to meet their  
          professional responsibilities and other obligations by providing  
          pro bono legal services, as specified.

                                        COMMENT
           
          1.  Need to rehear the bill pursuant to Senate Rule 29.10; focus  
            of analysis  

          This bill was first heard in this committee on July 14, 2009,  
          and passed out on a 3-2 vote.  At the time, this bill contained  
          only the provisions concerning legal aid and pro bono described  
          above.  On August 20, 2009, this bill was amended to also  
          include the provisions requiring the Judicial Council to develop  
          pilot projects in selected courts to provide legal  
          representation to low-income parties in certain civil matters.   
          This hearing is necessary so that the committee may review these  
          new provisions.  

          In addition, because the bill's provisions regarding legal aid  
          and pro bono were analyzed when the bill was previously heard in  
          this committee, this analysis focuses only on the August 20,  
          2009 amendments to the bill.  

          2.  Stated need for the bill  
                                                                      



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          The author writes:
          
            According to the old proverb, a lawyer who represents himself  
            in court has a fool for a client.  This principle is so well  
            established by experience that it has been cited by the U.S.  
            Supreme Court in support of the holding that a lawyer who  
            represents himself cannot collect attorney's fees because he  
            is unlikely to offer effective prosecution of meritorious  
            claims.  (Kay v. Ehrler (1991) 499 U.S. 432, 437-38.)  If  
            lawyers are unfit to represent themselves, what are we to make  
            of non-lawyers who do so?  Yet millions of people in  
            California and across the nation now appear in court every  
            year without legal representation - a trend that began in the  
            1990s after federal limits were imposed on legal aid programs,  
            and one that has worsened with the current economic recession.  
             

          In addition, the author notes that the bill would "build on a  
          2007 budget proposal advocated by California Supreme Court Chief  
          Justice Ronald George and backed by Governor Schwarzenegger, but  
          avoids the need to draw on scarce state funds by relying instead  
          on a [portion of] certain court fees that are  . . .  largely  
          optional or charged only when a party has used the legal system  
          to his or her advantage."

          In 2007, the California Commission on Access to Justice noted  
          the increasing need for legal services for poor Californians and  
          the inability of existing legal services programs to meet that  
          need.  In its Action Plan for Justice the Commission stated:

            Unfortunately, the increases in funding that have been  
            achieved, while critically important, have not matched the  
            need for services.  As a result, California is falling far  
            behind many other states in funding for legal services  
            programs.  California ranks 22nd in the country in funding per  
            poor person for legal services, according to the American Bar  
            Association's Project to Expand Resources for Legal Services  
            (PERLS).  Several states have 2 or 3 times the amount of  
            funding per poor person compared with California.  . . .   
            There are only 754 legal aid attorneys in California, out of a  
            total of 165,381 active attorneys, to address the legal  
            problems of an indigent population that numbered 6.3 million  
            in 2005, representing nearly 18% of the population.  This  
            results in the dismal reality that there are 8,360 eligible  
            clients per legal aid attorney.  
                                                                      



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          3.  Increased access to civil legal representation  

          By requiring the Judicial Council to establish model pilot  
          projects in selected courts to provide legal representation to  
          low-income persons in civil matters involving critical issues  
          affecting basic human needs, this bill raises important public  
          policy issues regarding increased access to civil legal  
          representation.  

          As noted earlier, there is a growing legal movement to provide  
          legal counsel to low-income litigants in matters where basic  
          human needs are at stake.  For example, on August 7, 2006, the  
          American Bar Association's (ABA) House of Delegates unanimously  
          approved a resolution urging federal, state, and territorial  
          governments to provide legal counsel as a matter of right at  
          public expense to low-income persons in adversarial proceedings  
          where basic human needs are at stake.  That resolution furthered  
          the ABA's core principle that society must provide equal access  
          to justice, and that the legal profession has a special  
          obligation to provide that access.  In 2006, the Conference of  
          California Bar Associations also approved a resolution urging  
          that the California Constitution be amended to provide that  
          those who cannot afford legal representation should be provided  
          counsel when needed to protect their rights to basic human  
          needs, including sustenance, shelter, safety, health, and child  
          custody.  Supporters of the resolution stated that in addition  
          to providing better access to justice for all California  
          residents, especially those who could not otherwise afford legal  
          representation, the resolution would also improve various court  
          procedures and "lighten the load of judges who now must  
          facilitate the cases of people who are unrepresented."

          In addition to improving access to the courts for low-income  
          individuals, this bill is likewise intended to assist the courts  
          in efficiently processing heavy caseloads particularly in those  
          instances where court calendars currently include many  
          self-represented litigants.  The ABA also noted that the  
          American justice system requires parties to identify controlling  
          legal principles, determine relevant facts and follow often  
          complex rules of evidence and procedure, and present a coherent  
          case to the jury.  Non-lawyers generally lack the knowledge,  
          expertise, and skills to perform those required tasks and are  
          destined to have limited success no matter how valid their  
          claim.  According to the author, the "disparity in outcomes is  
          so great that indigent parties who lack representation regularly  
                                                                      



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          lose cases that they would win if they had counsel.  A growing  
          body of empirical research confirms this widespread perception:  
          parties who attempt to represent themselves are likely to lose,  
          regardless of the merits of their case-particularly when the  
          opposing party has a lawyer-while parties represented by counsel  
          are far more likely to prevail."

          This bill would attempt to address these disparities by  
          providing that projects selected for the pilot program shall be  
          selected primarily on the basis of whether in the cases proposed  
          for service the persons to be assisted are likely to be opposed  
          by a party who is represented by counsel.  In addition, the  
          Judicial Council must also consider various factors, including:  
          (1) the likelihood that representation in the proposed case type  
          tends to affect whether a party prevails or otherwise obtains a  
          significantly more favorable outcome in a matter in which they  
          would otherwise frequently have judgment entered against them or  
          suffer the deprivation of the basic human need at issue; (2) the  
          likelihood of reducing the risk of an erroneous decision; and  
          (3) the nature and severity of potential consequences for the  
          unrepresented party regarding the basic human need at stake if  
          representation is not provided.

          This bill also contains various findings and declarations,  
          including the following statement concerning the impact of  
          unrepresented litigants on the judicial system: 

            The absence of representation not only disadvantages parties,  
            it has a negative effect on the functioning of the judicial  
            system.  When parties lack legal counsel, courts must cope  
            with the need to provide guidance and assistance to ensure  
            that the matter is properly administered and the parties  
            receive a fair trial or hearing.  Those efforts, however,  
            deplete scarce court resources and negatively affect the  
            court's ability to function as intended, including causing  
            erroneous and incomplete pleadings, inaccurate information,  
            unproductive court appearances, improper defaults, unnecessary  
            continuances, delays in proceedings for all court users, and  
            other problems that can ultimately subvert the administration  
            of justice.

          4.  Critical issues affecting basic human needs  

          This bill would authorize pilot projects which provide legal  
          representation to low-income persons who require legal services  
          in civil matters involving critical issues affecting basic human  
                                                                      



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          needs.  As noted above, there has been a growing movement to  
          provide legal representation to low-income litigants in matters  
          where basic human needs are at stake.  For example, in 2007, the  
          California Commission on Access to Justice recommended in its  
          Action Plan for Justice that local pilot projects be funded in  
          order to provide "a continuum of service, including full  
          representation, for high priority needs."  The Action Plan  
          recommended a "coordinated continuum of responses, including  
          full representation where appropriate, to specific, basic legal  
          needs faced by individuals with limited or no access to legal  
          assistance in those communities."  The Action Plan further  
          stated:  

            Because legal representation plays such a crucial role in  
            meaningful access to justice, Chief Justice Ronald M. George  
            recently proposed developing pilot projects aimed at providing  
            full representation for low-income litigants in a limited  
            category of cases, such as family law and housing in which  
            important individual rights are involved.

          This bill would similarly focus on those cases in the following  
          critical cases in which an individual's basic human needs are  
          affected: (1) housing-related matters; (2) domestic violence and  
          civil harassment restraining orders; (3) probate  
          conservatorships; (4) guardianships of the person; (5) elder  
          abuse; or (6) actions by a parent to obtain sole legal or  
          physical custody of a child.

          This bill would specify that no more than 20 percent of  
          available funds may be directed to projects regarding civil  
          matters involving actions by a parent to obtain sole legal or  
          physical custody of a child.  This language was included to cap  
          the amount of funding that might go to projects dealing with  
          these kinds of cases, however there may be unmet need in  
          specific communities beyond this amount.  Because of the large  
          and recognized need to support assistance to low-income persons  
          in these kinds of cases, the committee may wish to discuss with  
          the author the level of the cap. 

          5.  Study by Judicial Council to evaluate the effectiveness and  
            continued need for the program  

          In its Action Plan for Justice, the California Commission on  
          Access to Justice recognized the importance of data collection,  
          noting "[t]he pilot projects should be designed so as to enable  
          the gathering of data and information California needs to  
                                                                      



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          determine the costs and infrastructure requirements involved in  
          fully meeting the legal needs of the poor." 
          This bill accordingly would require the Judicial Council to  
          report to the Governor and the Legislature on or before March 1,  
          2015, and every three years thereafter regarding the  
          effectiveness and continued need for the pilot program as well  
          as any findings and recommendations.  The study must include the  
          percentage of funding by case type and data on the impact of  
          counsel on equal access to justice and the effect on court  
          administration and efficiency.  The report must also describe  
          the benefits-both to the clients and the courts-of providing  
          representation to those who were not previously represented as  
                                                             well as strategies and recommendations for maximizing the  
          benefit of that representation in the future. 

          6.  Funding mechanism  

          This bill would specify that $10 of certain fees for various  
          court services be deposited into the Trial Court Trust Fund and,  
          beginning July 1, 2011, used by the Judicial Council for  
          implementing and administering the civil representation pilot  
          program created by the bill.  Those fees include fees for  
          services such as, among other things, issuing a writ for the  
          enforcement of an order or judgment, issuing an abstract of  
          judgment, recording or registering any license or certificate,  
          issuing an order of sale, and filing and entering an award under  
          the Workers' Compensation Law.  

          A previous version of this bill would have increased by $10 the  
          fees for these court services.  While these provisions were  
          opposed at the time by the California Association of Collectors,  
          the increases were removed from the bill on June 30, 2009 and  
          inserted into SBx4 13 (Ducheny, Ch. 22, Stats. 2009-10 Fourth  
          Extraordinary Session), the courts budget trailer bill.  As a  
          result, the fees for these various court services have been  
          increased pursuant to the recently enacted budget agreement.   
          This bill no longer increases these fees, but instead simply  
          provides that $10 of the various fees shall be deposited into  
          the Trial Court Trust Fund and, beginning July 1, 2011, used by  
          the Judicial Council for implementing and administering the  
          civil representation pilot program created by the bill. 

          7.  Clarifying amendment necessary should the bill be returned to  
            the Senate Floor  

          Because this bill has been referred to this committee pursuant  
                                                                      



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          to Senate Rule 29.10, the committee is not able to amend the  
          bill.  The bill may be amended, however, when it is returned to  
          the Senate Floor and the author has indicated that he intends to  
          amend the bill at that time to address chaptering out issues.   
          The following amendment is also necessary at that time in order  
          to clarify the intent of the bill regarding the use of the fees  
          by the Judicial Council for the civil representation pilot  
          program:

          On page 20, line 22, strike ". Commencing July 1, 2011, these  
          amounts shall be" and insert "and, beginning July 1, 2011," 

          The author has indicated a willingness to amend the bill in this  
          manner. 

           Support  : AIDS Legal Referral Panel; Bet Tzedek Legal Services;  
          California Advocates for Nursing Home Reform; California  
          Alliance for Retired Americans; California Commission on Access  
          to Justice; California Indian Legal Services; California Rural  
          Legal Assistance Foundation; Center for California Homeowner  
          Association Law; Central California Legal Services, Inc.; City  
          of Santa Monica; Congress of California Seniors; Consumer  
          Attorneys of California; Disability Rights Education and Defense  
          Fund (DREDF); Inner City Law Center; Legal Aid Association of  
          California; Legal Aid Society of San Diego; Legal Services of  
          Northern California; Legal Services for Prisoners with Children;  
          Los Angeles Center for Law and Justice; Neighborhood Legal  
          Service of Los Angeles County; Public Advocates; Public Counsel;  
          Public Interest Clearinghouse; Public Law Center; State Bar of  
          California; Watsonville Law Center; Western Center on Law and  
          Poverty; Justice Earl Johnson, Jr. (Ret.); Hon. Douglas P.  
          Miller, Associate Justice, Court of Appeal, Fourth District,  
          Division Two; Hon. James Lambden, Associate Justice, Court of  
          Appeal, First Appellate District, Division Two; Hon. Arthur  
          Gilbert, Presiding Justice, Court of Appeal, Second Appellate  
          District, Division Six; Hon. James Herman, Superior Court of  
          California, County of Santa Barbara, Hon. Steven Austin,  
          Superior Court of California, County of Contra Costa

           Opposition  : California Association of Collectors (to a prior  
          version of the bill; See Comment 6)

                                        HISTORY
           
           Source  :  Author

                                                                      



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           Related Pending Legislation  :  AB 663 (Jones), which relates to  
          use of the term "legal aid," is currently in the Senate  
          Appropriations Committee. 

           Prior Legislation  :  AB 3050 (Jones, 2008), which contained  
          similar provisions to this bill regarding use of the term "legal  
          aid," was vetoed. 

           Prior Vote  :

          Assembly Judiciary Committee (Ayes 7, Noes 2)
          Assembly Appropriations Committee (Ayes 12, Noes 5)
          Assembly Floor (Ayes 50, Noes 29)
          Senate Judiciary Committee (Ayes 3, Noes 2)

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