BILL ANALYSIS                                                                                                                                                                                                    







         ----------------------------------------------------------------------- 
        |Hearing Date:June 21, 2010         |Bill No:AB                         |
        |                                   |2654                               |
         ----------------------------------------------------------------------- 


                      SENATE COMMITTEE ON BUSINESS, PROFESSIONS 
                               AND ECONOMIC DEVELOPMENT
                         Senator Gloria Negrete McLeod, Chair

                          Bill No:        AB 2654Author:Hill
                    As Amended: June 15, 2010          Fiscal: Yes

        
        SUBJECT:    Solicitations. 
        
        SUMMARY:  Specifies requirements for solicitations that could be  
        construed or interpreted as involving a governmental entity, including  
        certain disclosures on the front and back of every page of the  
        solicitation; establishes penalties for violating specified disclosure  
        requirements and makes various technical changes. 

        Existing law:
        
         1)Federal   law  prohibits the use of any seal, insignia, trade or brand  
          name that could reasonably be interpreted or construed as implying  
          any federal government connection, approval, or endorsement unless  
          the mailing has a notification on its face, cover or wrapper that it  
          is not affiliated with any federal government agency. 

        2)Prohibits any person, firm, corporation or association that is a  
          nongovernmental entity to solicit information, or solicit the  
          purchase of or payment for a product or service or to solicit the  
          contribution of funds or membership fees, by means of a mailing,  
          electronic message or Internet website that contains a seal,  
          insignia, trade or brand name or any other term or symbol that  
          reasonably could be interpreted or construed as implying any state  
          or local government connection, approval or endorsement,  unless  :

           a)   The nongovernmental entity has an expressed connection with,  
             or the approval or endorsement of, a state or local government  
             entity, if permitted by law.

           b)   The solicitation meets both of the following requirements:






                                                                        AB 2654
                                                                         Page 2



             i)     The solicitation bears on its face, in conspicuous and  
               legible type in contrast by typography, layout, or color with  
               other type on its face, the following notice: "THIS PRODUCT OR  
               SERVICE HAS NOT BEEN APPROVED OR ENDORSED BY ANY GOVERNMENT  
               AGENCY, AND THIS OFFER IS NOT BEING MADE BY AN AGENCY OF THE  
               GOVERNMENT."

             ii)    In the case of a mail solicitation, the envelope or  
               outside cover or wrapper in which the matter is mailed bears on  
               its face in capital letters and in conspicuous and legible  
               type, the following notice: "THIS IS NOT A GOVERNMENT  
               DOCUMENT."

        1)Requires that any business that solicits the purchase of, or payment  
          for, a service by means of an unsolicited mailing that offers to  
          assist the recipient in dealing with a  state or local governmental  
          agency to do both of the following:

           a)   State on the envelope and in the mailing that it is not a  
             governmental agency and is not associated with the governmental  
             agency referenced.

           b)   Include in the mailing the contact information for the  
             governmental agency referenced.

        2)Provides, however, that a business does not have to meet the  
          requirements of item # 3) above, if either or the following  
          requirements have been met:

           a)   The business has an expressed connection with, or the approval  
             or endorsement of, a state or local governmental entity as  
             permitted by law.

           b)   The business has an "established business relationship," as  
             defined by law, with the recipient. 

        This bill:

        1)Makes various technical changes.

        2)Defines "conspicuous" or "conspicuously" as displayed apart from the  
          other print on the page, envelope, outside cover or wrapper, in at  
          least 12-point boldface font, in capital letters, that is at least  
          2-point boldface font sizes larger than the next largest print and  
          in a contrasting type, layout, font, or color in a manner that  
          clearly calls attention to the language.





                                                                        AB 2654
                                                                         Page 3




        3)Adds "emblem" to the list of prohibited items contained within a  
          solicitation that imply connection to a government entity.
           
        4)Specifies that the following disclosure currently required must also  
          be conspicuously displayed on the front and back of every page of a  
          solicitation or mailing: "THIS PRODUCT OR SERVICE HAS NOT BEEN  
          APPROVED OR ENDORSED BY ANY GOVERNMENT AGENCY, AND THIS OFFER IS NOT  
          BEING MADE BY AN AGENCY OF THE GOVERNMENT."

        5)Specifies that the statement currently required, that the business  
          is not a governmental agency and is not associated with the  
          governmental agency referenced, must also be displayed conspicuously  
          and immediately below each portion of the solicitation that could be  
          construed to specify an amount due and payable to the recipient.   
          Removes the requirement for a solicitation to include the contact  
          information for the governmental agency required.

        6)Prohibits disclosures from preceding, following or surrounding  
          language, words, symbols, terms or other content that result in  
          disclosures not being conspicuous or that introduce, modify, qualify  
          or explain the text of these disclosures.

        7)Specifies that a solicitation cannot use a trade or brand name that  
          implies state or local government connection, approval, or  
          endorsement, including, but not limited to:

           a)   Agency

           b)   Administrative

           c)   Assessor

           d)   Board

           e)   Bureau

           f)   Collector

           g)   Commission

           h)   Committee

           i)   Department

           j)   Division





                                                                        AB 2654
                                                                         Page 4




           aa)  Recorder

           bb)  Unit

           cc)  State

           dd)  County

           ee)  City

           ff)  Municipal

           gg)  The name of any government agency

        1)Specifies that no solicitation can state or imply mandatory payment  
          required is by law.  Specifies that no solicitation can state or  
          imply that penalties or consequences will occur if payment is not  
          made to the soliciting nongovernmental person, firm, corporation or  
          association. 

        2)Makes a violation of this law a misdemeanor punishable by  
          imprisonment in a county jail, up to six months, or a fine, up to  
          two thousand five hundred dollars ($2500), or both.

        3)Establishes remedies up to three times the amount solicited for any  
          person harmed as a result of a violation.


        FISCAL EFFECT:  According to the April 21, 2010 Assembly Committee on  
        Appropriations analysis, this measure may result in potential minor  
        non-reimbursable costs to counties for prosecution and incarceration  
        related to violations of the bill's provisions, offset to some extent  
        by fine revenues.  


        COMMENTS:
        
        1. Purpose.  According to the Author, this bill stems from constituent  
           complaints about receiving what appear to be official government  
           documents warning of penalties if the recipient does not remit a  
           specified payment and is the product of his "There Oughta Be A Law  
           Contest."  The Author states that "existing law provides limited  
           protections against fraudulent or deceptive business solicitations  
           and mailings that imply official government status."  The Author  
           goes on to note, "Deceptive solicitors follow the letter of the law  





                                                                        AB 2654
                                                                         Page 5



           by including a disclosure statement buried deep in the  
           communication within 'fine print' but many of these advertisements  
           look official and appear to be from the State of California."  The  
           Author also states that requiring disclosure of nongovernmental  
           status at the top of the first page of a solicitation will avoid  
           deception.  

        2. Background.  There are many unscrupulous businesses that reach out  
           to consumers and business owners, offering to provide services as a  
           third party between the consumer or business owner and a government  
           entity.  Some even go so far as to mail solicitations to consumers  
           and business owners which are disguised as government forms or  
           documents requiring payment.  The majority of these entities target  
           consumers and businesses with mandatory registrations or document  
           filings with government entities such as homeowners filing property  
           tax exemptions with a local county assessor's office or businesses  
           filing LLC documents with the Secretary of State's Office.   
           Examples of misleading statements include representations that a  
           fee is required in order to receive a homeowners' exemption, or  
           that the advertised service is connected with any government  
           entity.  One specific example highlighted by the Secretary of  
           State's Office involved letters sent to California corporations  
           directing them to submit $495 and a completed form to a private  
           company named "Business Filings Division" in order to dissolve  
           their business entity.   

           In one more publicized recent example of deceptive solicitations, a  
           San Diego County man plead guilty to charges of conspiracy to  
           commit wire fraud and money laundering connected to his creation of  
           a business specifically designed to fraudulently sell loan  
           modification services to homeowners who were delinquent in their  
           monthly mortgage payments.  The company mailed solicitations  
           throughout the county advising homeowners that it employed highly  
           trained staff and had a direct connection to the US Treasury.  Over  
           300 homeowners paid between $2,500 and $3,000 to the company  
           between April and July 2009, which was used to continue to operate  
           the company and pay its principals and did not result in any  
           services to homeowners.  

           In response to consumer and business complaints about deceptive  
           solicitations, the Office of the Secretary of State dedicated a  
           webpage to inform consumers about these mailings and clarify, "the  
           requests are not being made by the California Secretary of State's  
           office and are not being made by or on behalf of any governmental  
           entity. Although a business entity can use an intermediary to  
           submit filings and fees to our office, no business is required to  





                                                                        AB 2654
                                                                         Page 6



           go through another company in order to file its documents with the  
           Secretary of State's office."  


        3. Related and Previous Legislation
        
            AB 2919  (Garcia) Chapter 256, Statutes of 2008, required businesses  
           that send a mailing offering to assist the recipient in dealing  
           with a governmental agency to state on the envelope and in the  
           mailing that it is not a governmental agency and is not associated  
           with the referenced governmental agency and required businesses to  
           include in the mailing the contact information for the referenced  
           governmental agency.

            SB 1400  (Simitian) Chapter 749, Statutes of 2008, established new  
           rules and disclosure requirements for sweepstakes solicitations and  
           extends the provisions to those who sell information regarding  
           sweepstakes.

            SB 1240  (Figueroa) Chapter 319, Statutes of 2002, specified that  
           solicitations by e-mail and on Internet websites shall be governed  
           by the same state laws regulating mail solicitations using words or  
           symbols that can potentially cause a misimpression of a state or  
           local governmental connection with the solicitations.

            AB 1178  (Davis) Chapter 249, Statutes of 1997, prohibited deceptive  
           advertising practices related to an offer to file either a property  
           tax homeowners' exemption, or a property tax assessment appeal on  
           behalf of a consumer.  

            AB 532  (Morrow) Chapter 348, Statutes of 1993, conformed California  
           law to Federal law prohibiting certain mail from nongovernmental  
           entities to contain any term or symbol, as specified, that  
           reasonably could be interpreted or construed as implying any  
           federal  government connection, approval, or endorsement.

        4. Arguments in Support.  The  Consumer Federation of California   
           writes, "This bill protects consumers from deceptive solicitations  
           from non-governmental agencies posing as government fee  
           notification letters."  They also state that this protection is  
           especially timely to help provide consumers with as much  
           information as possible to help make informed financial decisions.   


        5. Recent Author's Amendments.  Recent amendments reflect negotiations  
           between the Author and the Offices of the Secretary of State,  





                                                                        AB 2654
                                                                         Page 7



           Controller and Department of Justice.  The amendments provide  
           technical and clarifying changes to current law.  The amendments  
           also ensure consumer protection by specifying language, location  
           and size of disclosures on solicitations that imply a government  
           connection.  
        
        SUPPORT AND OPPOSITION:
        
         Support:   Consumer Federation of California 

         Opposition:   None on file as of June 15, 2010



        Consultant:Sarah Mason