BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 2185
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          Date of Hearing:   May 4, 2010

              ASSEMBLY COMMITTEE ON BUSINESS, PROFESSIONS AND CONSUMER  
                                     PROTECTION
                                 Mary Hayashi, Chair
                     AB 2185 (Lieu) - As Amended:  April 5, 2010
           
          SUBJECT  :   Gift certificates.

           SUMMARY  :   Requires disclosures on items resembling gift cards  
          and prohibits service fees, as specified.  Specifically,  this  
          bill  :  

          1)Prohibits a retailer from advertising as a gift certificate or  
            gift card any promotional item, award, or loyalty that does  
            not comply with the requirements of California's gift card law  
            and any other existing laws or regulations pertaining to gift  
            certificates or gift cards. 

          2)Requires any item resembling a gift certificate or gift card  
            that is issued pursuant to an awards, loyalty, or promotional  
            program, as specified, to meet the following requirements:

             a)   The front of the item shall disclose the terms and  
               conditions of use; and,

             b)   The front of the item shall contain a notice printed in  
               10-point boldface type that it is not a gift certificate or  
               gift card.

          3)Prohibits any person or entity from selling a gift card usable  
            with multiple sellers of goods or services that requires a  
            service fee, including, but not limited to, a service fee for  
            activation, application, installation, or dormancy.

           EXISTING LAW  :

          1)Prohibits the sale of any gift certificate that contains an  
            expiration date or service fee.

          2)Excepts from those provisions specified gift certificates,  
            including, but not limited to, those that are distributed by  
            the issuer to a consumer pursuant to an award, loyalty, or  
            promotional program without any money or other thing of value  
            being given in exchange for the gift certificate by the  








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            consumer, as specified. Gift certificate is defined for these  
            purposes to include gift cards, but does not include any gift  
            card usable with multiple sellers of goods or services, as  
            specified.

           FISCAL EFFECT  :   Unknown.  This bill is keyed non-fiscal.

           COMMENTS  :   

           Purpose of this bill  .  According to the author's office, "While  
          California law addresses closed-loop gift cards, the applicable  
          consumer protections generally do not apply to open-loop cards  
          and promotional type gift cards.  With respect to promotional  
          gift cards, expiration dates are allowed provided the expiration  
          date appears in capital letters in at least 10-point font on the  
          front of the gift certificate. 

          "Consumers are generally aware that merchant gift cards sold in  
          California are precluded from having an expiration date.  As  
          such, they may be under the false impression that a promotional  
          gift card issued by a retailer does not expire.   It is  
          reasonably likely that a consumer may pocket such a card for  
          future use, and then later discovers the card has actually  
          expired and no longer has any value.  It some cases, promotional  
          gift cards have been found to expire within weeks of issuance.  

          "With respect to open-loop cards, consumers who do not use the  
          value of the card within a short period of time may be surprised  
          to discover that the card has expired or that dormancy and other  
          service fees have reduced the value of the card."

           Background  .  There are two types of gift cards: closed-loop  
          cards and open-loop cards.  Closed-loop cards are accepted at a  
          single merchant or group of affiliated merchants, and are  
          typically issued by those merchants.  Open-loop cards are those  
          that can be used with multiple unaffiliated sellers of goods or  
          services -- for example, a card that can be used at all or some  
          of the stores at a particular mall. 

          While California law addresses closed-loop gift cards, the  
          applicable consumer protections do not apply to open-loop cards  
          and promotional type gift cards.  The following items are not  
          considered gift cards, and thus are not subject to California  
          gift card laws:









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          1)Gift certificates that are distributed by the issuer to a  
            consumer pursuant to an awards, loyalty, or promotional  
            program without any money or other thing of value being given  
            in exchange for the gift certificate by the consumer.

          2)Gift certificates that are donated or sold below face value at  
            a volume discount to employers or to nonprofit and charitable  
            organizations for fundraising purposes if the expiration date  
            on those gift certificates is not more than 30 days after the  
            date of sale.

          3)Gift certificates that are issued for perishable food  
            products.

          4)Gift cards that can be used with multiple unaffiliated sellers  
            of goods or services, provided the expiration date, if any, is  
            printed on the card. 

          5)Prepaid calling cards issued solely to provide an access  
            number and authorization code for prepaid calling services. 

          Generally, gift cards cannot contain a service fee unless the  
          value remaining on the gift card is $5 or less each time the fee  
          is assessed, the dormancy fee is $1 per month or less, the card  
          has been inactive for 24 consecutive months, the holder may  
          reload or add value to the card, and the card has printed on it  
          a statement in at least 10-point type stating the amount and  
          frequency of the fee, that the fee is triggered by inactivity,  
          and at what point the fee will be charged. This statement may be  
          on the front or back of the card, but must be visible to the  
          purchaser prior to purchase. 

          Notwithstanding any policy of the seller, a gift certificate  
          with a cash value of less than $10 is redeemable in cash for its  
          cash value.  Where a seller accepts funds toward a gift  
          certificate from one or more contributors as a gift for another  
          person, the seller must give each contributor a full refund of  
          the amount paid toward the certificate if the recipient does not  
          redeem the funds by the time disclosed. 

          A seller of unaffiliated, multiple seller cards without an  
          expiration date -- many of which are sold by banks like pre-paid  
          debit cards -- may take the position that such cards are not  
          included in the definition of "gift certificate," and therefore  
          service fees or dormancy fees can be imposed without being  








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          disclosed. 

           Arguments in support  .  Consumers Union writes, "AB 2185 requires  
          consumers to be informed of which cards are truly gift cards by  
          prohibiting retailers from labeling promotional, award, or  
          loyalty cards, from being mistaken as gift cards or gift  
          certificates.  Labeling promotional, award or loyalty cards as  
          gift cards or gift certificates is misleading as they do not  
          carry the same protections as traditional or true gift cards.   
          Until the protections behind these cards have the same  
          protections as traditional retailer gift cards, they should not  
          be labeled as such.

          "Gift cards are popular and very profitable.  These profits  
          should not be generated through numerous back end fees.  We  
          strongly support AB 2185's intent to eliminate all fees from  
          open-loop gift cards."

           Arguments in opposition  .  California Independent Bankers write,  
          "Many community banks in California offer [open-loop gift cards]  
          and the cards we sell include some of the fees prohibited under  
          AB 2185.  These are popular with many of our banks' customers  
          and our cards often have lower fees than many other multi-use  
          cards sold elsewhere.  It makes no sense to ban this popular  
          product when the fees are clearly disclosed to consumers and the  
          marketsplace is very competitive in this area." 

           REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           
          CALPIRG
          Consumers Union

           Opposition 
           
          California Retailers Association
          CalChamber
          California Association of College Stores
          TechAmerica
          California Grocers Association
          California Bankers Association
          California Independent Bankers
           
          Analysis Prepared by  :    Sarah Weaver / B.,P. & C.P. / (916)  








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          319-3301