BILL ANALYSIS                                                                                                                                                                                                    



                                                                  SB 933
                                                                  Page  1


          SENATE THIRD READING
          SB 933 (Oropeza)
          As Amended May 3, 2010
          Majority vote 

           SENATE VOTE  :22-9  
           
           JUDICIARY           7-1                                         
           
           ----------------------------------------------------------------- 
          |Ayes:|Feuer, Brownley, Evans,   |     |                          |
          |     |Huffman, Jones, Monning,  |     |                          |
          |     |Saldana                   |     |                          |
          |     |                          |     |                          |
          |-----+--------------------------+-----+--------------------------|
          |Nays:|Tran                      |     |                          |
          |     |                          |     |                          |
           ----------------------------------------------------------------- 
           SUMMARY  :  Prohibits a retailer from imposing a surcharge on a  
          cardholder who elects to use a debit card and expands the  
          existing definition of "debit card" to include prepaid cards, as  
          defined. Specifically,  this bill  :   

          1)Expands the definition of "debit card" to include a prepaid  
            card or other means of access to prepaid funds that may be  
            used to initiate electronic funds transfers and may be used  
            without identifying information such as a personal  
            identification number to initiate access to prepaid funds.

          2)Prohibits a retailer in any sales, service, or lease  
            transaction with a consumer from imposing a surcharge on a  
            cardholder who elects to use a debit card in lieu of payment  
            by cash, check, or other means.  Provides, however, that a  
            retailer may offer discounts for the purpose of inducing  
            payments by cash, check, or other means not involving the use  
            of a debit card, provided that the discount is offered to all  
            prospective buyers. 

          3)Provides that a retailer who willfully imposes a surcharge  
            contrary to the provisions of this bill and who fails to pay  
            that amount to the cardholder within 30 days of a written  
            demand, as specified, shall be liable to the cardholder for  
            three times the amount at which actual damages are assessed.   
            Specifies that the cardholder shall also be entitled to  








                                                                  SB 933
                                                                  Page  2


            recover reasonable attorney's fees and costs incurred in the  
            action.

          4)Specifies that charges for third-party debit card guarantee  
            services, when added to the price charged by the retailer if  
            cash were to be paid, shall be deemed surcharges for purposes  
            of this bill even if they are paid directly to the third party  
            or are charged separately. 

          5)Specifies that the provisions of this bill shall not apply to  
            payments made by credit card or debit card to an electrical,  
            gas, or water corporation and approved by the Public Utilities  
            Commission, as specified. 

           FISCAL EFFECT  :  None
           
          COMMENTS  :  Existing law prevents a retailer from imposing a  
          surcharge when a customer elects to use a credit card in lieu of  
          cash or some other form of payment.  This bill would extend that  
          surcharge prohibition to include debit card purchases.  However,  
          as is also true with the existing prohibition on credit card  
          surcharges, this bill would permit a retailer to offer a  
          discount for the purpose of inducing payment by cash, check, or  
          some means other than a debit card.  In all other ways, this  
          bill closely parallels the existing provisions in the Civil Code  
          relating to surcharges in credit cards.  For example, a retailer  
          who violates the provisions of this bill must reimburse the  
          cardholder within 30 days of written demand by the cardholder or  
          be liable to the cardholder for three times the amount of actual  
          damages.  A cardholder who brings an action to recover damages  
          shall also be entitled to recover reasonable attorney's fees and  
          costs.  The bill exempts public utilities, who may continue to  
          impose surcharges on customers who pay their bills by credit  
          card or debit card. 

          While this bill will prohibit retailers from imposing a  
          surcharge on consumers who elect to use a debit card, it will  
           not  eliminate the so-called "interchange fees" that those  
          surcharges are meant to cover.  Thus the retailer then has three  
          options:  1) absorb the cost as the price of accepting debit  
          cards; 2) pass the cost, or some part of it, along to the  
          consumer as a "surcharge" or "service fee;" or, 3) factor the  
          interchange fee into the overall costs of doing business and  
          raise prices of all goods accordingly.  








                                                                  SB 933
                                                                  Page  3



          Although this bill would prohibit a retailer from imposing a  
          debit card surcharge, it expressly authorizes the retailer to  
          offer discounts in order to induce payment by cash, check, or  
          some method other than debit card.  Thus, if the costs of debit  
          card transactions do indeed outweigh benefits, then the retailer  
          could use inducements to encourage other forms of payments.  

          Although existing law defines "debit card" to generally include  
          bank-issued cards that initiate an automatic transfer from the  
          cardholder's bank account, this bill would expand the definition  
          of "debit card" to include "prepaid cards" that allow consumers  
          to prepay a certain amount, with the available balance then  
          reduced with each subsequent electronic transaction. According  
          to the author and supporters, the California Employment  
          Development Department is considering issuing prepaid cards for  
          recipients of unemployment insurance and disability payments.   
          Thus, under this bill, retailers would not be permitted to  
          impose a surcharge on these cards either.

          According to the author, prohibiting surcharges on debit card  
          transactions is a natural extension of the existing prohibition  
          on surcharges on credit card purchases.  Since the prohibition  
          on credit card surcharges was first enacted in 1985, debit cards  
          have become much more commonly used.  The author believes that  
          consumers using debit cards should have the same protection as  
          consumers using credit cards. The author also argues that  
          extending the surcharge prohibition to debit cards is especially  
          timely in light of the fact that both federal and state agencies  
          have either begun, or are considering, distributing government  
          benefits through prepaid debit cards.  These benefits, the  
          author contends, are generally distributed to those who can  
          least afford to pay a surcharge above and beyond the marked  
          price. 

          Supporters generally argue that this bill is a basic consumer  
          protection measure that merely follows the existing prohibition  
          against credit cards.  They point, for example, to the  
          potentially perverse incentive created by prohibiting surcharges  
          on credit card transactions while allowing them for debit card  
          transactions, thereby potentially encouraging credit card use  
          and more personal and household debt. Other supporters stress  
          the misleading and deceptive nature of "check out" fees.  That  
          is, a consumer selects products based upon the marked price but  








                                                                  SB 933
                                                                  Page  4


          then only learns upon reaching the counter that the actual price  
          will be higher if he or she uses a debit card.  

          Opponents reject the notion that SB 933 is a "consumer  
          protection" bill.   First, opponents point out that this bill  
          does nothing to eliminate or reduce the interchange fees that  
          retailers must pay to acquiring and issuing banks.  Those fees  
          will still be charged to retailers, and retailers will be forced  
          to either absorb those fees or raise prices.  "The truth,"  
          opponents argue, "is that this bill eliminates the transparency  
          that currently exists through point-of-sale disclosure, shifts  
          the costs onto the backs of small businesses, and puts the big  
          payment networks [credit card companies] in a position to raise  
          rates at will."   In short, opponents claim, consumers will  
          still pay for using their debit cards, but this cost will be  
          less transparent - hidden in the costs of higher prices.  "Small  
          businesses will suffer the brunt of increasing interchange  
          fees," opponents contend, "and consumers will pay more for all  
          goods and services in order to subsidize those who use debit  
          cards."

          Opponents additionally contend that this measure will limit  
          consumer choices by forcing some retailers to refuse acceptance  
          of debit cards or establish a minimum purchase price (commonly  
          $10.00) for acceptance.  Indeed, as noted above, the proposed  
          federal legislation would explicitly authorize retailers to do  
          just that. 

          Opponents contend that this bill will be especially hard on  
          small businesses.  According to the California Retailers  
          Association (CRA), "very few retailers charge consumers for  
          debit transactions even though we incur fees on every card  
          transaction.  Those that impose a charge are smaller merchants  
          or retailers who are recognized for offering low price products  
          or services."  For small businesses with very small profit  
          margins, the opponents contend, the interchange fee is a  
          significant cost.  "If those retailers are prohibited from  
          imposing debit card surcharges, they will ultimately be forced  
          to raise their prices which will have a negative impact on all  
          customers - not just those paying with debit cards." 

          Finally, the opponents also suggest that this bill is targeted  
          at retailers when the problem actually lies with the issuing  
          banks and credit card networks that impose these fees in the  








                                                                  SB 933
                                                                  Page  5


          first place.  The transaction fee does not originate with the  
          retailer, but with banks and credit card networks that charge  
          the interchange fees.  Indeed, many opponents point to the fact  
          that retailers and merchants have initiated anti-trust  
          litigation against the major credit card companies challenging,  
          not only the allegedly excessive amount of the interchange fees,  
          but whether the credit card networks can contractually prevent  
          retailers offset interchange fees.  (In re Payment Card  
          Interchange Fee and Merchant Discount Antitrust Litigation, MDL  
          No. 1720, E.D.N.Y.)  Opponents allege that VISA is supporting  
          legislation like SB 933 in other states in order to achieve  
          through legislation what they may lose through litigation - the  
          right to contractually prohibit retailers from imposing a  
          surcharge to recover the costs of interchange fees. The National  
          Federation of Independent Businesses (NFIB) thus concludes that  
          "SB 933 favors the interests of big electronic payment networks  
          over that of the consumers and small businesses that drive our  
          economy."  


           Analysis Prepared by  :    Thomas Clark / JUD. / (916) 319-2334 


                                                                FN: 0005100