BILL ANALYSIS                                                                                                                                                                                                    �






                             SENATE JUDICIARY COMMITTEE
                             Senator Noreen Evans, Chair
                              2011-2012 Regular Session


          SB 890 (Leno)
          As Amended March 24, 2011
          Hearing Date: May 10, 2011
          Fiscal: No
          Urgency: No
          BCP  
                    

                                        SUBJECT
                                           
                                     Debt Buyers

                                      DESCRIPTION  

          This bill, the Fair Debt Buyers Practices Act, would impose 
          various restrictions on debt buyers who seek to take steps to 
          collect purchased debt, including:
                 Prohibiting the collection of a debt without valid 
               documentation;
                 Requiring a debt buyer who receives payment to provide a 
               receipt;
                 Prohibiting suit or other action to collect a consumer 
               debt if the statute of limitations has expired;
                 Requiring specified documentation of the debt to be 
               attached to a complaint;
                 Requiring a dismissal of the action, with prejudice, if 
               a debt buyer seeks a default judgment without complying 
               with specified requirements.

          This bill would provide that a debt buyer who violates the 
          provisions of this bill is liable for specified damages, 
          including costs and reasonable attorneys fees, but permits a 
          debt buyer to avoid liability for unintentional bona fide 
          errors.

          This bill would also require a claim of exemption, and related 
          financial statement form, to be provided to a judgment debtor by 
          a levying officer, as specified.

                                      BACKGROUND  

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          Debt buyers are companies that purchase delinquent or 
          charged-off debts from a creditor for a certain fraction of the 
          face value of the debt.  Those companies have become subject to 
          increased scrutiny due to numerous complaints on behalf of 
          consumers.   Last July, the Federal Trade Commission (FTC) 
          issued a report examining debt collection litigation and 
          arbitration proceedings that concluded the "system for resolving 
          consumer debt collection disputes is broken" and recommended 
          significant reforms.  The FTC further noted that:
            The report finds very few consumers defend or otherwise 
            participate in debt collection litigation.  The Commission 
            therefore recommends state and local governments consider 
            making a variety of reforms to service of process, pleading, 
            and court rules and practices to increase the ability of 
            consumers to defend or otherwise participate in debt 
            collection litigation.  The report also finds 
            complaints and attachments in debt collection cases often do 
            not provide adequate information  for consumers to answer 
            complaints or for judges to rule on motions for default 
            judgment.  The FTC therefore recommends that courts more 
            rigorously apply existing rules to require that collectors 
            provide adequate information and that jurisdictions consider 
            adopting rules mandating the information which must be 
            included in or attached to the complaint.  The report 
            additionally finds that state statutes of limitations on 
            filing actions to recover on debt are sometimes variable and 
            complex, and generally not understood by consumers.  The 
            Commission suggests that states consider modifying their 
            laws to make it simpler to determine the applicable statute 
            of limitations, and to require that collectors provide 
            consumers with important information about 
            their legal rights when collecting debt they know or should 
            know is time-barred.

          Responding to those issues, this bill, sponsored by Attorney 
          General Kamala Harris, seeks to make numerous changes relating 
          to debt buyers, including prohibiting the filing of an action if 
          the statute of limitations has run, and requiring a debt buyer 
          to attach copies of specified documents to any filed complaint.

                                CHANGES TO EXISTING LAW
           
          1.    Existing federal law  generally regulates the collection of 
            debt through, among other things, the Fair Debt Collection 
            Practices Act; Fair Credit Reporting Act; and the 
            Gramm-Leach-Bliley Act.  
                                                                      



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             Existing state law  , the Rosenthal Fair Debt Collection 
            Practices Act, generally prohibits deceptive, dishonest, 
            unfair and unreasonable debt collection practices by debt 
            collectors, and regulates the form and content of 
            communications by collectors to debtors and others.  (Civ. 
            Code Sec. 1788 et seq.)

             This bill  would enact the Fair Debt Buyers Practices Act, 
            whose requirements and remedies are cumulative to those in the 
            Rosenthal Fair Debt Collection Practices Act as well as any 
            other law.

             This bill  would prohibit a debt buyer from making any written 
            statement in an attempt to collect a consumer debt, including 
            bringing suit or initiating another type of proceeding, unless 
            the debt buyer possesses valid documentation that the buyer is 
            the sole owner of the debt and reasonable verification of the 
            amount of the debt allegedly owed by the debtor.  Reasonable 
            verification shall include documentation of the name of the 
            original creditor, the name and address of the debtor as it 
            appeared on the contract or other document evidencing the 
            agreement to the debt, and an itemized accounting of the 
            amount claimed to be owed, including all fees and charges.  
            Upon a request from the debtor to whom the debt purportedly 
            applies, the debt buyer shall make this information available, 
            without charge, to the debtor within five business days.

             This bill  would require a debt buyer who receives payment on a 
            debt to provide an original receipt, or an exact copy, to the 
            individual from whom payment is received within 10 days of 
            payment, as specified.  

             This bill  would prohibit a debt buyer from bringing suit, 
            initiating another proceeding, or taking any other action to 
            collect a consumer debt if the applicable statute of 
            limitations on the cause of action has expired.  

             This bill  would require the following with respect to an 
            action brought by a debt buyer on a consumer debt:
                 Plaintiff shall disclose clearly and conspicuously on 
               the face of the complaint that he or she is a debt buyer;
                 All of the following are attached: (1) copy of the 
               contract or other writing evidencing the original debt and 
               agreement of the debtor to be responsible for the debt, and 
               establishing that each defendant debtor is, in fact, 
                                                                      



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               responsible for the original account; (2) copy of the 
               writing establishing that the debt buyer is the sole 
               current owner of the debt, as specified; and 
                 A statement of calculation of liability that separately 
               states the amount of the original debt, each fee and charge 
               added to the debt, and each payment credited to the debt 
               after the earliest charge off or the delinquency closest in 
               time to the sale of the debt.

             This bill  would provide that for purposes of the above 
            provisions, the only evidence sufficient to establish the 
            amount and nature of the debt shall be properly authenticated 
            business records that satisfy the requirements of the Evidence 
            Code, as specified, and include the following items: (1) copy 
            of the contract or other writing evidencing the original debt; 
            (2) original account number; (3) name of the original 
            creditor; (4) original charge-off balance; (5) itemization of 
            charges and fees claimed to be owed; (6) itemization of post 
            charge-off additions, if applicable; (7) date of last payment; 
            and (8) amount of interest claims and the basis for the 
            interest charged.

             This bill  would provide that if a plaintiff who is a debt 
            buyer seeks a default judgment and has not complied with the 
            above requirements, the court shall not enter a default 
            judgment for the plaintiff and shall dismiss the action with 
            prejudice.

             This bill  would, except as specified, provide that  a debt 
            buyer who violates any provision of this bill with respect to 
            any person is liable to the person in an amount equaling the 
            sum of the following: (1) actual damage sustained; (2) 
            damages, as specified in an individual or class action; and 
            (3) costs of the action and reasonable attorney's fees.

             This bill  would provide that a debt buyer shall not be liable 
            in any action brought under this bill, if the debt buyer shows 
            by a preponderance of the evidence that the violation was not 
            intentional and resulted from a bona fide error 
            notwithstanding the maintenance of procedures reasonably 
            adapted to avoid any such error.

             This bill  would provide that an action to enforce any 
            liability created by this title may be brought within two 
            years from the date of discovery of the violation.

                                                                      



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             This bill  would provide that in a case involving consumer 
            debt, as defined and regulated under the Rosenthal Fair Debt 
            Collection Practices Act, if the defendant debtor appears for 
            trial on the scheduled date and the plaintiff debt buyer 
            either fails to appear or is not prepared to proceed to trial, 
            and the court does not find a good cause for continuance, 
            judgment shall be entered for the debtor. Notwithstanding any 
            other law, in that instance, the court may award the defendant 
            debtor's costs of preparing for trial, including, but not 
            limited to, lost wages and transportation expenses.

          2.    Existing law  establishes a process for the enforcement of 
            money judgments and requires a levying officer to provide 
            certain documents and information to a judgment debtor and to 
            a designated employer in connection with wage garnishment. 
            Existing law permits a process server also to serve an 
            earnings withholding order on an employer and requires that 
            the process server also serve certain documents at this time. 
            Existing law requires an employer who is served with an 
            earnings withholding order to provide certain documents to an 
            employee who is a judgment debtor.  (Code Civ. Proc Secs. 
            700.010; 706.103; 706.104; 706.108; 706.122.)

             This bill  would require, in the circumstances described above, 
            that a copy of the form that the judgment debtor may use to 
            make a claim of exemption and a copy of the form used to 
            provide a financial statement also be provided.

          3.    This bill  would provide that its provisions are severable.  
            If any provision of this section or its application is held 
            invalid, that invalidity shall not affect other provisions or 
            applications that can be given effect without the invalid 
            provision or application.













                                                                      



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                                        COMMENT
           
          1.    Stated need for the bill  

          The author states:

            According to the Federal Trade Commission, �t]he system for 
            resolving disputes about consumer debts is broken, and has 
            urged states to pass legislation to provide adequate 
            protection for consumers.   The system is broken because 
            courts have been swamped with debt collection law suits 
            driven by the growth of an industry that buys and sells 
            bundled portfolios of consumer debt, and misuses the courts 
            to leverage their collection efforts.  

            The industry's practices echo the scandal surrounding the 
            processing of delinquent mortgages.  Here, debt buyers use 
            "robo signers" who sign affidavits averring that they have 
            reviewed and verified debtors' records, when they have only 
            reviewed basic, and often incomplete, account statements 
            records or spreadsheets on a computer screen.   Moreover, 
            because consumer debt is being bought and sold so 
            frequently, and over a period of years, companies are 
            frequently pursuing the wrong person, or the filing claims 
            that have no lawful basis.

            Frequently, these debt collection actions are filed by debt 
            buyers without proof that the debt ever existed.  Yet 
            actions proceed to judgment because ninety-five percent of 
            consumers do not respond to these lawsuits-many because they 
            do not receive notice-allowing the debt collector to take a 
            default judgment against the consumer and levy against the 
            consumer's personnel accounts.

          The author maintains that this bill, "The Fair Debt Buyers 
          Act�,] would reform the debt collection litigation process in 
          a number of ways to aid consumers and unburden the courts from 
          costly, unmeritorious litigation. "

          2.    Implementing the FTC's recommendations  

          As noted above, the FTC released a comprehensive report last 
          year entitled Repairing A Broken System: Protecting Consumers 
          in Debt Collection Litigation and Arbitration that contained 
          recommendations for reforms similar to those proposed by this 
          bill.
                                                                      



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             a.   Complaints must include detailed information  

            The FTC found that complaints filed by debt collectors to 
            initiate collection actions against debtors were lacking.  
            The FTC's report noted that "�t]he function of debt 
            collection complaints in a notice pleading system is to 
            provide sufficient information so that: (1) consumers can 
            determine whether to admit or deny the complaint allegations 
            and assert affirmative defenses in their answers; and (2) 
            judges can determine whether to grant a motion for a more 
            definite statement or enter a default judgment . . . Based 
            on the evidence gathered in connection with these 
            proceedings, the FTC believes that many debt collection 
            complaints do not provide this information to consumers."  
            To address that issue, this bill would, among other things, 
            enhance the complaint so that the debtor has more complete 
            information regarding the debt at issue, and, in turn, is 
            able to respond appropriately to the complaint.

            Specifically, the bill would require the debt buyer to 
            clearly and conspicuously disclose on the face of the 
            complaint that he or she is a debt buyer and attach a copy 
            of the following: (1) contract or other writing evidencing 
            the debt and agreement; (2) copy of the writing establishing 
            that the debtor is the sole current owner of the debt 
            (including original account number redacted to the last four 
            digits); and (3) a statement of calculation of liability.  
            Consumers Union (CU), in support, notes that attempting to 
            collect debts without proof is a documented problem and that 
            the proposed safeguards will prevent the courts from being 
            clogged with unsubstantiated lawsuits.  Given the reported 
            abuses, the provision of that information would appear to 
            provide consumer with necessary information about the debt 
            for which collection is attempted, and in turn, allow those 
            consumers to file an appropriate answer to the complaint.

            The California Association of Collectors (CAC), in 
            opposition, contends that this bill "confuses and blends the 
            concepts of debt verification and prove-up hearings.  Debt 
            verification is the requirement on behalf of the debt owner 
            or collector to demonstrate that the debt is owed by the 
            consumer.  Conversely, to obtain a judgment at trial or 
            prove-up hearing, the plaintiff must produce admissible 
            evidence satisfactory to the court that judgment is property 
            against the named defendants."  Despite those contentions, 
                                                                      



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            it is important to note that many of the complaints filed by 
            some debt buyers are simply form complaints that provide 
            little, if any, useful information to the consumer being 
            sued about the underlying debt.  Regarding the filing 
            practices of some of those firms, the New York Times' 
            October 31, 2010 article entitled Debt Collectors Face a 
            Hazard: Writer's Cramp reported that:

               In some instances, banks are selling account information 
               that is riddled with errors.  More often, essential 
               background information simply is not acquired by debt 
               buyers, in large part because that data adds to the price 
               of each account. But court rules state that anyone 
               submitting an affidavit to a court against a debtor must 
               have proof of that claim - proper documentation of a 
               debt's origins, history and amount. 

               Without that information it is hard to imagine how any 
               company could meet the legal standard of due diligence, 
               particularly while churning out thousands and thousands 
               of affidavits a week.  Analysts say that 
               affidavit-signers at debt-buying companies appear to have 
               little choice but to take at face value the few facts 
               typically provided to them - often little more than basic 
               account information on a computer screen. 

            From a policy standpoint, it is questionable why a debt 
            buyer should receive a judgment against a consumer if the 
            debt buyer doesn't even have basic information about the 
            underlying debt - that information is essential to 
            demonstrating the right to a judgment.  Consumers Union 
            further notes a report done with the East Bay Community Law 
            Center found that "debt buyers frequently buy portfolios of 
            individual consumer debts with inadequate and inadequate 
            information, and frequently sue without any proof that they 
            own the debts or that the consumer owes them money."

            b.   Disclosure of information prior to judgments  

            To help provide courts (and consumers) with information 
            about the underlying debt, this bill would require debt 
            buyers to provide admissible information to establish the 
            amount and nature of the debt and identity of the debtor.  
            That evidence must consist of authenticated business 
            records, and include specified items, including the date of 
            last payment (which is important for purposes of the statute 
                                                                      



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            of limitations).  It should be noted that a large percentage 
            of debt collection actions reportedly result in default 
            judgments.  Those judgments are entered in favor of the 
            plaintiff due to the failure of the defendant (consumer) to 
            file a timely response to the complaint.  

            When those consumers fail to respond, there is no advocate 
            to raise, on their behalf, applicable defenses or challenge 
            the assertions made by the debt buyer.  The FTC's report 
            noted concern about the number of default judgments and 
            recommended steps to "increase consumer participation in 
            debt collection litigation to help decrease the prevalence 
            of default judgments," and noted that "�i]n an effort to 
            address this problem in another way, some court systems have 
            adopted measures to encourage judges to apply appropriate 
            and consistent standards - including legal standards and 
            court rules - in deciding whether to grant such judgments."  
            The requirements discussed above essentially provide a set 
            of consistent standards for a judge to use when granting a 
            default judgment.

            This bill would also provide that if a debt buyer seeks a 
            default judgment and has not complied with the requirement 
            to provide the admissible information discussed above, the 
            court shall not enter a default judgment and shall dismiss 
            the action with prejudice.  (A dismissal with prejudice 
            precludes the debt buyer from bringing a future action to 
            collect on that debt.)  Although the penalty of a dismissal 
            with prejudice appears somewhat harsh for failing to comply 
            with specific requirements, it would provide a strong 
            incentive for the debt buyer to provide all necessary 
            information to the court prior to pursuing a default 
            judgment.  The bill would similarly require judgment to be 
            entered in favor of the consumer if the consumer appears on 
            the trial date and the debt buyer either fails to appear or 
            is not ready, and the court does not find good cause for 
            continuance.  In support of those two provisions, the author 
            states:

               The model that the debt buying mills follow is to obtain 
               default judgments.  The FTC has estimated that 95% of 
               these collection cases end in defaults.  If a 
               debtor-defendant shows up for trial (having gone through 
               the trouble of preparing for trial, getting time off 
               work, etc.), the plaintiff-debt buyer simply dismisses 
               the case without prejudice.  The claimed debt lives on, 
                                                                      



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               and the debtor may face a suit in the future from the 
               same debt buyer or a different one years later.  What 
               SB890 seeks to do is to change this abusive practice.  
               The provision . . . simply puts into the code the 
               unremarkable requirement that a party be ready for the 
               trial that it has noticed and sought.

               The broader provision requiring dismissal for failure to 
               follow the bill's requirements when seeking a default 
               judgment is meant to serve as a fitting deterrent to the 
               same abusive practices.  Most debtor-defendants will not 
               be able to expend the time and effort to file an action 
               seeking statutory damages under the bill.  This would 
               provide a remedy tailored to the violation, and place the 
               burden on debt buyers rather than the courts to ensure 
               that the terms of the law are followed.  

            c.   Statute of limitations  

            The FTC's report also expressed concern that certain 
            collectors "regularly sue consumers on time-barred debts."  
            That practice is exacerbated by the practical reality that 
            many consumers do not defend suits against them, even when 
            the action would be barred by the statute of limitations.  
            The FTC further asserted that "�b]ecause an expired statute 
            of limitations is an affirmative defense in most states, 
            collectors have no obligation to allege in the complaint 
            that the debt is not time-barred, and many collectors do not 
            include this information.  If consumers do not defend, there 
                              is no one to raise the defense that the debt is time-barred. 
             Indeed, some judges who participated in the roundtables 
            stated that, even if a debt collection action appears to be 
            time-barred, it would be improper for courts to consider 
            affirmative defenses that no party had raised.  As a result, 
            some courts appear to be granting default judgments on 
            time-barred debt."

            This bill would address those issues by, among other things, 
            prohibiting a debt buyer from bringing suit, initiating 
            another proceeding, or taking any other action to collect a 
            consumer debt if the applicable statute of limitations on 
            the cause of action has expired.  CAC contends that the 
            proposal is unprecedented and that "CAC is not aware of any 
            other area of California law in which a plaintiff is 
            prevented from filing a lawsuit if the statute of 
            limitations has expired."  CAC also notes that statutes of 
                                                                      



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            limitations have numerous exceptions, and that the bill 
            would fundamentally change the nature of the affirmative 
            defense.
            While CAC is correct that this bill would change the nature 
            of the affirmative defense by proactively prohibiting the 
            filing of those actions, some change is arguably necessary 
            to address the issue of courts granting default judgments 
            for debts that are technically unenforceable due to the 
            running of the statute of limitations.  East Bay Community 
            Law Center further notes that this bill would "protect�] 
            consumers from litigation or threat of litigation on debts 
            they have no legal obligation to pay, including debts 
            resulting from identity theft, mistake, time-barred debts, 
            and debts they already paid."

          3.    Additional limitations  

          This bill would additionally prohibit a debt buyer from 
          attempting to collect a consumer debt unless the buyer has 
          specific documentation regarding the debt.  The debt buyer 
          must make that information available, without charge, to the 
          debtor within five business days.  CAC, in opposition, 
          contends that five days is too short and that "�m]ail can be 
          slow and delays may be caused by vacations, holidays, 
          disability or illness."  Although the time frame is relatively 
          short, the timeframe would arguably require the debt buyer to 
          have that information in an easily accessible format so that 
          it may respond within that five-business day window.  It 
          should be noted that since the bill uses "business days," it 
          would essentially provide an entire week for the debt buyer to 
          respond to the inquiry.  The following amendment is suggested 
          to clarify that the five-day window commences at the receipt 
          of the request, thus, avoiding a situation where the request 
          is made by mail several days before the debt buyer receives 
          it:

             Clarifying amendment:

             On page 3, line 26, after "Upon" insert: receipt of

          4.    Remedies  

          To provide specific penalties for failure to comply with the 
          bill's requirements, SB 890 would provide that a debt buyer 
          who violates the above requirements shall be liable to the 
          consumer in an amount equal to the (actual damage) plus 
                                                                      



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          (additional damages (between $500 and $5000 per violation per 
          person)) plus (costs of the action and reasonable attorneys 
          fees).  CAC objects allowing for additional damages of up to 
          $5,000 and contends that "many legitimate businesses that 
          commit an inadvertent error will be shut down and employees 
          will lose their jobs."  Despite those concerns, it should be 
          noted that this bill would also limit the liability of debt 
          buyers under the above provision if the buyer shows that the 
          violation was not intentional and resulted from a bona fide 
          error.  That safe harbor provision would appear to act to 
          shield debt buyers from liability in cases where the error was 
          truly inadvertent.



          5.    Claim of exemption  

          Under existing law, a judgment debtor can claim that debtor's 
          property or money is exempt from collection efforts.  Those 
          claims may be filed with the levying officer within 10 days 
          after the date the notice of levy was served on the judgment 
          debtor, and must include a financial statement.  (Code Civ. 
          Proc. Secs. 703.520, 703.530.)  To facilitate exemptions, this 
          bill would require the levying officer enforcing a money 
          judgment to also provide a copy of the forms that the judgment 
          debtor may use to make a claim of exemption and the financial 
          statement, as specified. 

          CAC, in opposition, notes that judgment debtors may already 
          file a Claim of Exemption but contends that this bill would 
          "require judgment creditors who are debt buyers to advise 
          judgment debtors how to defeat the awful collection of a 
          judgment."  It should be noted that the bill merely 
          facilitates the use of a form that is already available to 
          consumers, and does not change the underlying ability to claim 
          any applicable exemption.

          6.    Opposition's remaining concerns  

          The CAC further contends that debtors have the existing right 
          to make an offer to compromise, and to seek damages for 
          frivolous lawsuits, and to sue for malicious prosecution.

          DBA International, in opposition, contends that the bill "sets 
          unprecedented obligations on the entire collection industry in 
          the judicial system, proposes requirements which go beyond 
                                                                      



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          what is required or even available by the original creditors, 
          and generally, creates more ambiguity than solves perceived 
          problems." DBA's attached position paper notes that ownership 
          is established for most purchases by a Bill of Sale and argues 
          that: (1) the bill would eviscerate a judge's right to 
          evaluate the trustworthiness of the evidence before them; (2) 
          the itemization requirement is not even imposed upon 
          originating banks by federal law; (3) the bill approaches the 
          problem from the wrong perspective since it is the original 
          creditor that has the information; (4) the FDCPA already 
          imposes requirements on debt collectors; and (5) the bill will 
          cause unnecessary filings of excess documents.

          The California Creditors Bar Association (CCBA) expresses 
          concern that the bill proposes "extensive regulations for only 
          one type of debt ownership," would flip the burden of proof 
          regarding the statute of limitations, "imposes wildly 
          unreasonable requirements for documentation," and contends 
          that the liability imposed would be punitive.




           Support  :  California Reinvestment Coalition; Consumers Union; 
          East Bay Community Law Center

           Opposition  :  California Association of Collectors; California 
          Creditors Bar Association; DBA International

                                        HISTORY
           
           Source  :  Attorney General Kamala Harris

           Related Pending Legislation  :  SB 708 (Corbett), would enact the 
          Debt Settlement Consumer Protection Act.

           Prior Legislation  :  None Known

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