BILL ANALYSIS                                                                                                                                                                                                    






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


          SB 348
          Senator Cogdill
          As Amended April 13, 2009
          Hearing Date: May 12, 2009
          Civil Code
          SK:jd
                    

                                        SUBJECT
                                           
                Rental Car Companies: Increased Vehicle License Fee 

                                      DESCRIPTION  

          The 2009 Budget Act temporarily increased the vehicle license  
          fee (VLF) from the current rate of 0.65 percent to a rate of  
          1.15 percent.  This bill would permit a rental car company to  
          recover the actual costs incurred by the company for the payment  
          of that increased VLF from rental car customers.  This bill  
          would revise how this fee is calculated so that the amount of  
          the fee represents the company's good faith estimate of the  
          charge required to recover the actual total amount paid by the  
          company for the increased VLF rather than an amount that is  
          pro-rated for a particular rental car at a rate of  1/365th of  
          the increased VLF, as under existing law.

          This bill would provide that the total of all increased VLF  
          recovery fees charged to rental car customers on an annual basis  
          cannot exceed the total fee increase actually paid by the rental  
          car company, and, if the amount collected by a rental car  
          company is different than the total amount paid, the company  
          must retain the amount collected and adjust the increased VLF  
          recovery fee in the following calendar year. 

                                      BACKGROUND 

          Existing law requires rental car companies to bundle, or  
          include, the VLF paid in the rental rate that is advertised,  
          quoted, and charged to rental car customers.  As a part of the  
          2009 Budget Act, the VLF was increased temporarily  from the  
          current rate of 0.65 percent to a rate of 1.15 percent.   
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          Beginning May 21, 2009, rental car companies are permitted to  
          separately state a portion of the increased VLF as an unbundled  
          charge that is not included with the current bundled rental  
          rate.  This bill, which was introduced at the request of several  
          rental car companies, would revise how this charge is calculated  
          and allow rental car companies to recover from rental car  
          customers the actual costs incurred by the companies for the  
          payment of the increased VLF. 






































                                                                      



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                                CHANGES TO EXISTING LAW
           
          1.  Existing law  requires rental car companies to "bundle," or  
            include, the VLF paid in any rental rate that is advertised,  
            quoted, and charged to rental car customers.  Certain other  
            specified fees, such as taxes, customer facility charges, or  
            mileage charges are permitted to be unbundled and advertised,  
            quoted, and charged separately.  (Civ. Code Sec. 1936(n)(1).)

           Existing law  temporarily increases the VLF from the current rate  
            of 0.65 percent to a rate of 1.15 percent.  (Rev. and Tax Code  
            Secs. 10752, 10752.2.)

           Existing law  , beginning May 21, 2009, permits rental car  
            companies to separately advertise, quote, and charge the  
            higher cost of this increased VLF which shall be pro-rated at  
            1/365th of the fee increase in the annual VLF actually paid on  
            the particular vehicle being rented for each full or partial  
            24-hour rental day that the vehicle is rented.  The total  
            amount of all increased VLF fees charged to renters may not  
            exceed the fee increase in the annual VLF actually paid for  
            the particular vehicle rented.  (Civ. Code Sec. 1936.015.)

           Existing law  requires a rental car company, if it imposes  
            customer facility charges, airport concession fees, or tourism  
            commission assessments to provide, at the time of a quote, a  
            good faith estimate of the rental rate, taxes, the increased  
            VLF, customer facility charge, if any, airport concession fee,  
            if any, and tourism commission assessment, if any as well as  
            the total charges for the entire rental.  (Civ. Code Sec.  
            1936.015(b)(3)(A).)

           Existing law  requires a rental car company, at the time and  
            place of the rental, to clearly and conspicuously disclose in  
            the rental contract the total of the rental rate, taxes, the  
            increased VLF, customer facility charge, if any, airport  
            concession fee, if any, and tourism commission assessment, if  
            any, for the entire rental, exclusive of charges that cannot  
            be determined at the time the rental commences.  (Civ. Code  
            Sec. 1936.015(b)(3)(B).)

           Existing law  provides that Civil Code Section 1936.015 shall  
            only become operative if the VLF is increased above 0.65  
            percent of the value of the vehicle and will cease to become  
            operative upon restoration of the VLF to no more than 0.65  
            percent of such value.  (Civ. Code Sec. 1936.015(e)(1).) 
                                                                      



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           This bill  defines "increased vehicle license recovery fee" to  
            mean a charge that is designed to recover costs incurred by a  
            rental car company for payment of the increased VLF.  This  
            bill would permit this fee to be unbundled and separately  
            advertised, quoted, and charged. 

           This bill  would delete existing law which provides that the  
            amount that could be charged to a rental car customer for the  
            increased VLF be pro-rated for a particular rental car at a  
            rate of  1/365th of the increased VLF for each full or partial  
            24-hour rental day and would instead provide that the amount  
            of the fee shall represent the company's good faith estimate  
            of the company's daily charge calculated to recover its actual  
            total increased VLF.  This amount must be separately and  
            clearly stated.

           This bill  would revise existing law which currently provides  
            that the total of all increased VLF fees charged to rental car  
            customers cannot exceed the fee increase in the annual VLF  
            actually paid for the particular vehicle rented to instead  
            provide that the total of all increased VLF recovery fees  
            charged to rental car customers on an annual basis cannot  
            exceed the total fee increase actually paid by the rental car  
            company.  

           This bill  would provide that if the amount of the increased VLF  
            recovery fee collected by a rental car company in any calendar  
            year is different than the total amount paid by a rental car  
            company for increased VLF, then the company must retain the  
            amount collected and adjust the increased VLF recovery fee in  
            the following calendar year. 

          2.  Existing law  provides that the provisions of Section 1936.015  
            which relate to the disclosure and separately stated charges  
            for a customer facility charge or an airport concession fee  
            shall remain operative so long as the Secretary of Business,  
            Transportation, and Housing provides notice as specified.   
            (Civ. Code Sec. 1936.015(e)(2).) 

           This bill  would delete this provision. 

                                        COMMENT
           
          1.  Stated need for the bill  
          
                                                                      



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          The author writes:
          
            Existing law authorizes rental car companies to "pass through"  
            the VLF increase that was approved as part of the budget deal.  
             For practical purposes, the pass through allows rental car  
            companies to include the amount of the VLF increase as a  
            separate line item on a customer's bill.

            Although the intent of the Legislature, as agreed to during  
            budget negotiations, was to authorize rental car companies to  
            utilize a pass through, the language in [SB] 10xx contained  
            several provisions that make doing so difficult, if not  
            impossible for rental car companies to utilize their pass  
            through without violating the law. 
          



          2.  Bill raises two issues  

          This bill raises two issues.  First, whether the rental car  
          companies should be able to recover their actual costs incurred  
          for the payment of the increased VLF and second whether there  
          are potential implementation issues regarding existing law that  
          might bear addressing. 

             a.   Bill raises the public   policy question of who should bear  
               the cost of the increased VLF for the days that a rental  
               car is not rented   

            By permitting rental car companies to recover the actual costs  
            incurred for the payment of the increased VLF and deleting the  
            existing pro-rated calculation for determining this cost, this  
            bill would have the effect of shifting the total cost of the  
            increased VLF from rental car companies to rental car  
            customers.   
             
            As a result, the question thus raised by this bill is who  
            should bear the cost of the increased VLF for the days that a  
            rental car sits on the lot and is not rented.  Under the  
            existing pro-rated calculation, a rental car customer is only  
            responsible for an amount that represents 1/365th of the  
            increased VLF for each full or partial 24-hour rental day.   
            That means that the amount the customer pays is equivalent to  
            the amount of the increased VLF for the number of days the  
            customer rents the vehicle.  Under this bill, the amount of  
                                                                      



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            the fee would represent the company's good faith estimate of  
            the charge required to recover the actual total amount paid by  
            the company for the increased VLF.  As a result, a rental car  
            customer would be responsible for an amount determined on an  
            annual basis, including days that the rental vehicle sits on  
            the lot, unrented. 

            Supporters argue that the 1/365th formula-like a substantially  
            similar formula enacted in 1996 which sunset in 2001-precludes  
            "recovery of the full cost because cars, on average, are  
            rented only about 75 percent of the time as a result of the  
            need for rental companies to maintain fleets large enough to  
            meet customer demand on peak rental days."  Supporters also  
            argue that the actual cost to consumers will be immaterial to  
            them when viewed in the context of a $65 transaction  
            (estimates provided to committee staff regarding the  
            additional cost to consumers depend on the value of the  
            vehicle, but range from nine cents to 15 cents).  

            While it may be the case, as the supporters state, that rental  
            cars are rented approximately 75 percent of the time, this  
            means that rental car companies will be able to recapture  
            approximately 75 percent of the increased VLF amount.  In some  
            cases, this amount could be even higher because some rental  
            car companies have indicated that their vehicles are rented 90  
            percent of the time.  In those cases, those companies would be  
            able to recoup 90 percent of the increased VLF amount. 

            The Center for Public Interest Law (CPIL) opposes the measure,  
            writing with respect to the issue of who should bear the  
            burden: 

               The default rule for taxes, fees, and charges is that those  
               subject to them must pay them.  They then compete in the  
               market.  Some of them pass through the charge, while others  
               increase efficiency and gain a competitive advantage over  
               those who decide to pass through all of it.  Some pass  
               through only part of it.  This is an issue the market  
               should decide, not the legislature.  A tax or fee on an  
               automobile applies to the owner of it, and is not a proper  
               subject for pass-through to consumers.

            In addition, as supporters note, the language contained in  
            SBx2 10 was modeled on language in a 1996 bill, SB 1070  
            (Calderon, Ch. 992, Stats. 1996).  That bill defined "taxes"  
            for the purposes of the requirement that rental car companies  
                                                                      



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            could only advertise, quote, and charge a rental rate that  
            includes the entire amount except taxes and a mileage charge,  
            if any.  Under the bill, taxes were defined to include the VLF  
            which shall be separately charged, clearly stated on the  
            rental agreement, and pro-rated at 1/365th of the annual VLF  
            actually paid on the particular vehicle being rented for each  
            full or partial 24-hour rental day that the vehicle is rented.  
             That bill sunset in 2002.

            Supporters also point out that the Legislature passed and the  
            governor signed AB 2592 (Leno, Ch. 790, Stats. 2006) which  
            permitted rental car companies to separately state airport  
            concession fees and tourism commission assessments.  At the  
            time of the quote, the rental car company must make a good  
            faith estimate of these fees and may not, at the time the  
            rental commences, charge the customer more than the amount of  
            the quote.  While some have suggested that the formula in SBx2  
            10 is inconsistent with AB 2592 which permitted the entire  
            cost of these specified fees and assessments to be passed  
            through and separately stated, that formula recognized that  
            the pass through of airport concession fees and tourism  
            commission assessments is distinct from VLF charges. 

            CPIL further writes: 

               CPIL respectfully notes in passing that these same rental  
               car companies secured 2006 legislation (AB 2592 (Leno))  
               authorizing each of them - separately - to unbundle and  
               decide whether to pass through to consumers all or part of  
               the "airport concession fee" that they pay to airports for  
               the use of their facilities.  Rather than making that  
               decision individually, we contend the companies colluded in  
               deciding (a) whether to pass on that charge, and (b) how  
               much of that charge to pass on.   Those allegations are now  
               the subject of a federal antitrust lawsuit (Shames v.  
               Hertz, now pending in the U. S. District Court for the  
               Southern District of California).  Although this bill does  
               not appear to allow the rental car companies to collude in  
               deciding whether and/or what percentage of the VLF to pass  
               on to consumers, the legislature should be aware that this  
               industry has abused prior legislation allowing a consumer  
               pass-through.  This is a bad precedent to set.  It applies  
               to no other industry.  Neither history nor equity commend  
               it here.

            For these reasons, the committee should consider whether it is  
                                                                      



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            appropriate for consumers to bear the costs of the increased  
            VLF for the days that a rental vehicle is not rented and  
            whether the bill should be amended to restore provisions of  
            existing Civil Code Section 1936.015 which do not place the  
            burden on consumers. 

            SHOULD THE BILL BE AMENDED TO RESTORE PROVISIONS OF EXISTING  
            LAW WHICH DO NOT PLACE THE BURDEN ON CONSUMERS FOR THE COSTS  
            OF THE INCREASED VLF FOR THE DAYS THAT A RENTAL VEHICLE IS NOT  
            RENTED? 

             b.    This bill's approach to the implementation issue:  
               permits a rental car company to spread the cost of the  
               increased VLF over its entire fleet  

            Under existing law, the total of all increased VLF fees  
            charged to rental car customers cannot exceed the fee increase  
            in the annual VLF actually paid for the particular vehicle  
            rented.  This bill would revise this provision to instead  
            provide that the total of all increased VLF recovery fees  
            charged to rental car customers on an annual basis cannot  
            exceed the total fee increase actually paid by the rental car  
            company.  The effect of this change is to extend the VLF fee  
            over the entire fleet, rather than for the particular vehicle  
            rented, and over an annual basis.
           
            In support of this provision, the author writes:

               Unlike an airport concession fee, which can easily be  
               calculated and applied to each car rented from an airport,  
               the VLF increase is much more difficult to calculate as it  
               is different for almost every vehicle.  Since SB 10xx  
               requires that the VLF charge on a customer's bill reflect  
               the amount "actually paid (by the company) for the  
               particular vehicle being rented," to be in compliance, a  
               rental car company would have to know exactly what car  
               would be assigned to a customer at the time that the  
               reservation is made.  . . .  Even if the company were to  
               know the make and model of a car that a customer reserved,  
               differences in the original purchase price and options on  
               each individual vehicle lead to variations in the amount of  
               VLF paid by the company. 

            It is important to note however, that at the time that a quote  
            is given the rental car company need only provide the customer  
            with a "good faith estimate" of the increased VLF.  At the  
                                                                      



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            time that the rental actually commences, the increased VLF  
            must be disclosed to the customer but at this point the  
            company knows which rental vehicle  will be assigned to the  
            customer and presumably can determine the appropriate charge  
            for the increased VLF.  Existing law also requires that the  
            charges imposed at the time the rental actually commences  
            cannot exceed the amount of the quote provided in the  
            reservation, unless the renter changes the terms of the rental  
            contract.  As a result, even though the quoted amount must be  
            a good faith estimate under existing law, it cannot exceed the  
            amount that is actually charged to a renter when he or she  
            shows up at the rental counter.  Because of this, it may be  
            the case, as the supporters of this bill contend, that there  
            are mechanical issues with implementation of the recovery  
            formula because it is based on the amount of the increased VLF  
            actually paid on the particular vehicle being rented.  The  
            supporters explain:

               The trailer bill would require the rental company to know  
               at the time of the reservation which particular car will be  
               assigned to the customer when the rental commences.  This  
               is impossible since most customers reserve rental cars days  
               or even weeks prior to the rental period.  Since customers  
               reserve a class of car rather than a specific vehicle, SB  
               348 responds to these predicaments by permitting rental  
               companies to base their VLF recovery fee on how much more  
               they pay to license their fleets per year instead of  
               calculating the increased costs car-by-car.

            However, this bill's approach to the mechanical issue-to  
            spread the cost of the increased VLF over the entire fleet  
            rather than apportioned by each particular rental  
            vehicle-raises concerns that renters of economy class cars  
            would be subsidizing the cost of the increased VLF on the  
            company's fleet of luxury or SUV rental cars, thereby paying  
            more than their fair share.  In addition, it could also be the  
            case that a renter then pays an increased vehicle license  
            recovery fee even though the rental company has not paid an  
            increased vehicle license fee on the particular vehicle he or  
            she rents.  In order to address these concerns and resolve the  
            implementation issues described above, the bill should be  
            amended to apply the 1/365th formula to a class of rental cars  
            rather than to a particular rental vehicle, as under existing  
            law, or to the entire fleet, as proposed by this bill. 

            SHOULD THE BILL BE AMENDED TO ADDRESS THE IMPLEMENTATION ISSUE  
                                                                      



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            RAISED BY RENTAL CAR COMPANIES IN A MANNER THAT ENSURES THAT  
            RENTERS OF ECONOMY CLASS CARS ARE NOT SUBSIDIZING RENTERS OF  
            LUXURY RENTAL CARS? 

          4.  Rental car company permitted to determine a good faith  
            estimate of the amount required to recover its actual  
            increased VLF costs  

          Because a rental car company is permitted under the bill to  
          determine a good faith estimate of its daily charge which would  
          recover its actual total costs of the increased VLF, this bill  
          provides language to address the circumstance where the  
          company's good faith estimate is incorrect.  Under the bill, if  
          the amount of the increased VLF recovery fee collected by a  
          rental car company in any calendar year is different than the  
          total amount paid by a rental car company for the increased VLF,  
          the company must do both of the following: (1) retain the amount  
          collected; and (2) adjust the increased VLF recovery fee in the  
          following calendar year. 

          This means that if the rental car company collected too much in  
          one year, it would have to reduce its daily charge the following  
          year to compensate.  On the other hand, the language would  
          appear to also permit the opposite situation: if a rental car  
          company underestimated its daily charge (for example, if it  
          overestimated the number of days that rental cars would sit on  
          the lots, unrented), then the bill would permit the company to  
          make up the difference the next year by increasing the estimated  
          daily charge for the following year's rental car customers.  The  
          supporters of this bill have indicated that it was not the  
          intent to capture the latter situation.  In order to ensure that  
          the actual language of the bill more accurately tracks the  
          intent of this provision, the bill should be amended as follows:

             Suggested amendment
             
            1. On page 3, line 35 delete "different" and insert "greater"
            2. On page 4, line 1 delete "adjust" and insert "decrease"
            3. On page 4, line 2 after "year" insert "to account for the  
            excess amount collected"

          5.  Sunset relating to ability of rental car companies to pass  
            through customer facility charges or airport concession fees  

          Under existing law, the provisions of Section 1936.015 which  
          relate to the disclosure and separately stated charges for a  
                                                                      



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          customer facility charge or an airport concession fee are to  
          remain operative so long as the Secretary of Business,  
          Transportation, and Housing provides notice as specified.  

          This bill would delete this provision because supporters are  
          concerned about the implication of its inclusion.  They point  
               out that the Secretary has provided the specified notice and  
          therefore assert that this provision is unnecessary.  Because of  
          this, they express concern that a court might later view this  
          provision to have an effect it is not intended to have because  
          the Legislature is not deemed to engage in idle acts. (Stafford  
          v. Realty Bond Service Corp. (1952) 39 Cal.2d 797.)
          
           Support  : Avis Budget Group; Hertz Corporation; Enterprise;  
          Alamo; National

           Opposition  : Center for Public Interest Law

                                        HISTORY
           
           Source  : Author

           Related Pending Legislation  :  None Known

           Prior Legislation  :  See Comment 2.
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