BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  AB 2494
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          Date of Hearing:  April 29, 2014

                           ASSEMBLY COMMITTEE ON JUDICIARY
                                Bob Wieckowski, Chair
                    AB 2494 (Cooley) - As Amended: April 10, 2014
                                           
                     PROPOSED CONSENT (As Proposed to be Amended)
           
          SUBJECT  :  COURTS: BAD FAITH ACTIONS OR TACTICS

           KEY ISSUE  :  SHOULD THE LEGISLATURE REVIVE A LARGELY SUPERSEDED  
          STATUTE AS REVISED IN ORDER TO PROVIDE AN ADDITIONAL TOOL BY  
          WHICH COURTS MAY POTENTIALLY SANCTION BAD FAITH ACTIONS OR  
          TACTICS?

                                      SYNOPSIS
          
          This bill would revive with amendments a provision of the Code  
          of Civil Procedure authorizing sanctions against parties and  
          attorneys that act in bad faith.  Since 1995, Code of Civil  
          Procedure section 128.5 has been largely superseded by section  
          128.7.  Section 128.5 continues to apply to what is believed to  
          be a very small number of still-active cases that were filed on  
          or before December 31, 1994.  This bill would apply a revised  
          version of section 128.5 to new cases filed after the effective  
          date of the measure.  Supporters believe it will aid courts in  
          addressing bad faith conduct.  As proposed to be amended it is  
          believed that there is no remaining opposition.

           SUMMARY  :  Provides an additional tool for sanctions of bad faith  
          actions and tactics.  Specifically,  this bill  :  

          1)Provides that a trial court may order a party, the party's  
            attorney, or both to pay the reasonable expenses, including  
            attorney's fees, incurred by another party as a result of  
            bad-faith actions or tactics that are frivolous or solely  
            intended to cause unnecessary delay, as defined. 

          2)Provides that expenses pursuant to this section shall not be  
            imposed except on notice contained in a party's moving or  
            responding papers or, on the court's own motion, after notice  
            and opportunity to be heard. An order imposing expenses shall  
            be in writing and shall recite in detail the conduct or  
            circumstances justifying the order.









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          3)Provides that in addition to any award pursuant to this  
            section for conduct described in subdivision (a), the court  
            may assess punitive damages against the plaintiff on a  
            determination by the court that the plaintiff's action was an  
            action maintained by a person convicted of a felony against  
            the person's victim, or the victim's heirs, relatives, estate,  
            or personal representative, for injuries arising from the acts  
            for which the person was convicted of a felony, and that the  
            plaintiff is guilty of fraud, oppression, or malice in  
            maintaining the action.

          4)Provides that any sanction imposed pursuant to this section  
            shall be imposed consistently with the standards, conditions  
            and procedures set forth in subdivisions (c), (d) and (h) of  
            section 128.7.

          5)Provides that the liability imposed by this section is in  
            addition to any other liability imposed by law for acts or  
            omissions within the purview of this section.

          6)Specifies that the foregoing shall not apply to disclosures  
            and discovery requests, responses, objections, and motions.

          7)Provides that this section shall remain in effect only until  
            January 1, 2018  and as of that date is repealed, unless a  
            later enacted statute, that is enacted before January 1, 2018   
            deletes or extends that date.

          8)Provides that on or before June 30, 2018, the Judicial Council  
            shall submit a report to the Legislature examining the impact  
            and effect of this act, including the number of motions made  
            under both section 128.5 and 128.7, the number of motions  
            under both sections resulting in an award of sanctions, the  
            nature and amount of any sanctions awarded under both  
            sections, and whether or not the enactment of section 128.5  
            act has had a demonstrable effect on reducing the frequency  
            and severity of bad faith actions or tactics that would not be  
            subject to sanction under section 128.7.

           EXISTING LAW  :  

           1)Provides with respect to actions or tactics arising from a  
            complaint filed, or a proceeding initiated, on or before  
            December 31, 1994 that every trial court may order a party,  
            the party's attorney, or both to pay any reasonable expenses,  








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            including attorney's fees, incurred by another party as a  
            result of bad-faith actions or tactics that are frivolous or  
            solely intended to cause unnecessary delay, as specified.   
            (Code of Civil Procedure section 128.5.)

          2)Provides with respect to a complaint or petition filed on or  
            after January 1, 1995, and any other pleading, written notice  
            of motion, or other similar paper filed in that matter that  
            every pleading, petition, written notice of motion, or other  
            similar paper shall be signed by at least one attorney of  
            record in the attorney's individual name, or, if the party is  
            not represented by an attorney, shall be signed by the party.   
            Each paper shall state the signer's address and telephone  
            number, if any.  Except when otherwise provided by law,  
            pleadings need not be verified or accompanied by affidavit.   
            An unsigned paper shall be stricken unless omission of the  
            signature is corrected promptly after being called to the  
            attention of the attorney or party.  (Code of Civil Procedure  
            section 128.7.)

          3)Provides that by presenting to the court, whether by signing,  
            filing, submitting, or later advocating, a pleading, petition,  
            written notice of motion, or other similar paper, an attorney  
            or unrepresented party is certifying that to the best of the  
            person's knowledge, information, and belief, formed after an  
            inquiry reasonable under the circumstances, specified  
            conditions are met.  (Id.)

          4)Provides that if, after notice and a reasonable opportunity to  
            respond, the court determines that the foregoing  has been  
            violated, the court may, subject to the conditions stated  
            below, impose an appropriate sanction upon the attorneys, law  
            firms, or parties that have violated subdivision (b) or are  
            responsible for the violation. In determining what sanctions,  
            if any, should be ordered, the court shall consider whether a  
            party seeking sanctions has exercised due diligence.  (Id.)

          5)Specifies the procedure for making, responding to and  
            considering a motion for sanctions.  (Id.)

           FISCAL EFFECT  :  As currently in print this bill is keyed  
          non-fiscal.

           COMMENTS  :  The author explains the reason for the bill as  
          follows:








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               Existing law until 1995 provided that litigants subject to  
               bad-faith and unmeritorious tactics could seek sanctions in  
               the form of attorney's fees (CCP 128.5). Many thought the  
               bar to use this provision was too high because the statute  
               had been interpreted to require both an objective standard  
               that the act was without merit and a subjective bad-faith  
               motive, which was difficult to prove. Thus, in 1995 CCP  
               128.7 was enacted. This also brought California into  
               alignment with federal law (FRCP's rule 11) and imposed a  
               lower threshold for sanctions against an attorney by only  
               requiring the attorney's conduct be objectively  
               unreasonable.  Unfortunately, it stopped the applicability  
               of CCP 128.5 as applied to bad-faith tactics outside the  
               scope of filing frivolous pleadings. 

               Unfortunately, bad-faith disobedience and tactics by either  
               side are needlessly employed in litigation. It can result  
               in clogging our courts and wasting precious judicial  
               resources. Courts routinely give litigants the benefit of  
               the doubt, but they have lost an important tool used to  
               ensure bad faith actions that can materially harm the other  
               party or the fairness of a trial are discouraged.  Under  
               existing law a court can compel obedience with a court  
               order, but financially the most a court can do if a party  
               violates one is find them in contempt with penalty of up to  
               $1500.  Moreover, if a case ends in a mistrial or in the  
               release of protected documents it is difficult to undo the  
               waste of judicial resources or harm done to the litigant  
               who was not at fault.

          Similarly, supporters note that the effect of the bill would be  
          to allow for sanctions for violation of a court order.

          As proposed to be amended, this measure makes clear that it is  
          intended to be read in harmony with the salutary cognate  
          provisions of section 128.7.

           Author's Amendments to Address Opposition Concerns.   To clarify  
          the intent of the bill and address opposition concerns, the  
          author judiciously proposes to amend the measure as follows:

          128.5. (a) A trial court may order a party, the party's  
          attorney, or both to pay the reasonable expenses, including  
          attorney's fees, incurred by another party as a result of  








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          bad-faith actions or tactics that are frivolous or solely  
          intended to cause unnecessary delay. This section also applies  
          to judicial arbitration proceedings under Chapter 2.5  
          (commencing with Section 1141.10) of Title 3 of Part 3.

          (b) For purposes of this section:

          (1) "Actions or tactics" include, but are not limited to, the  
          making or opposing of motions or the filing and service of a  
          complaint,  or  cross-complaint,  answer or other responsive  
          pleading  . The mere filing of a complaint without service thereof  
          on an opposing party does not constitute "actions or tactics"  
          for purposes of this section.

          (2) "Frivolous" means totally and completely without merit or  
          for the sole purpose of harassing an opposing party.

          (c) Expenses pursuant to this section shall not be imposed  
          except on notice contained in a party's moving or responding  
          papers or, on the court's own motion, after notice and  
          opportunity to be heard. An order imposing expenses shall be in  
          writing and shall recite in detail the conduct or circumstances  
          justifying the order.

          (d) In addition to any award pursuant to this section for  
          conduct described in subdivision (a), the court may assess  
          punitive damages against the plaintiff on a determination by the  
          court that the plaintiff's action was an action maintained by a  
          person convicted of a felony against the person's victim, or the  
          victim's heirs, relatives, estate, or personal representative,  
          for injuries arising from the acts for which the person was  
          convicted of a felony, and that the plaintiff is guilty of  
          fraud, oppression, or malice in maintaining the action.

           (e) This section shall not apply to disclosures and discovery  
          requests, responses, objections, and motions.

          (f) Any sanction imposed pursuant to this section shall be  
          imposed consistently with the standards, conditions and  
          procedures set forth in subdivisions (c), (d) and (h) of section  
          128.7.

           
           (e)   (g)  The liability imposed by this section is in addition to  
          any other liability imposed by law for acts or omissions within  








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          the purview of this section.

           (h)  This section shall remain in effect only until January 1,  
          2018  and as of that date is repealed, unless a later enacted  
          statute, that is enacted before January 1, 2018  deletes or  
          extends that date.
           
           SEC. 2

          On or before June 30, 2018, the Judicial Council shall submit a  
          report to the Legislature examining the impact and effect of  
          this act, including the number of motions made under both  
          section 128.5 and 128.7, the number of motions under both  
          sections resulting in an award of sanctions, the nature and  
          amount of any sanctions awarded under both sections, and whether  
          or not the enactment of section 128.5 act has had a demonstrable  
          effect on reducing the frequency and severity of bad faith  
          actions or tactics that would not be subject to sanction under  
          section 128.7.  
           
          REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           
          Civil Justice Association of California (sponsor)
          American Chemistry Council
          Associated Builders and Contractors of California
          Association of California Insurance Companies
          California Building Industry Association
          California Apartment Association
          California Association of Health Facilities
          California Business Properties Association
          California Chamber of Commerce
          California Farm Bureau Federation
          California Grocers Association
          California Hotel and Lodging Association
          California Retail Association
          California Manufacturers and Technology Association
          Citizens Against Lawsuit Abuse
          Civil Justice Association of California
          National Federation of Independent Businesses
          The Doctors Company
          Sempra Utilities
           U.S. Chamber Institute for Legal Reform









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           Opposition (as proposed to be amended)

           None on file
           
          Analysis Prepared by  :  Kevin G. Baker / JUD. / (916) 319-2334