BILL ANALYSIS                                                                                                                                                                                                    �






                             SENATE JUDICIARY COMMITTEE
                             Senator Noreen Evans, Chair
                              2013-2014 Regular Session


          SB 650 (Lieu)
          As Amended January 6, 2014
          Hearing Date: January 14, 2014
          Fiscal: No
          Urgency: No
          RD


                                        SUBJECT
                                           
                                   Motion Pictures

                                      DESCRIPTION  

          This bill would provide that a licensee of nonexclusive rights  
          in a motion picture that is produced pursuant to one or more  
          collective bargaining agreements (CBAs) governed by the laws of  
          the United States takes its nonexclusive license in such motion  
          picture subject to any perfected security interest securing the  
          obligation to pay residuals as set forth in the applicable CBA  
          and arising from exploitation under such license.  This bill  
          would specify that the terms "motion picture" and "residuals"  
          have the meaning ascribed to such terms under the applicable  
          CBAs.

          This bill would remove a sunset on related provisions dealing  
          with the rights of a licensee under a nonexclusive license. 

                                      BACKGROUND  

          Article 9 of the Uniform Commercial Code (UCC) covers security  
          interests in personal property.  It was rewritten and modernized  
          by the Uniform Law Commission (ULC, formerly the National  
          Conference of Commissioners on Uniform State Laws, or NCCUSL) in  
          the late 1990s and in the process the ULC addressed security  
          interests in general intangible property (such as intellectual  
          property).  Every state has adopted Article 9 as revised, and  
          California's revised Article 9 became effective on July 1, 2001.  
           (See AB 45 (Sher, Ch. 991, Stats. 1999).)

          As a whole, the new Article 9 simplifies and clarifies the rules  
                                                                (more)



          SB 650 (Lieu)
          Page 2 of ?



          for creation, perfection, priority and enforcement of a security  
          interest.  More specific to this bill, the 1999 revisions to  
          Article 9 of the UCC created rights for licensees of general  
          intangibles such as intellectual property comparable to the  
          rights of buyers of goods in the ordinary course of business.   
          (U. Com. Code Sec. 9321.)  

          At the time that California considered adoption of the revised  
          Article 9, the Directors Guild of America, Inc. and the Screen  
          Actors Guild expressed concerns about how the proposed revision  
          to Section 9321 would affect their operations.  As reflected in  
          the Senate Judiciary Committee analysis of the 1999 revisions:

            The Screen Actors Guild is concerned about the  
            application of this rule to their industry.  They say  
            that with the rapidly developing technology in their  
            industry, it is difficult for them at this time to forego  
            the value of a perfected security interest from a  
            licensee, even if the license is a nonexclusive license.   
            Example is given of an actor's residuals from movie  
            rights to a film rented out by Blockbuster Video, a  
            nonexclusive licensee.  Technology may develop such that  
            they should be able to enforce their security interest  
            against a nonexclusive licensee they say, in three years  
            or so, and therefore suggest that this particular  
            provision sunset in three years, subject to reenactment.

            The drafters of Article 9 resist this vigorously.  They  
            state that a nonexclusive licensee will not "take free"  
            of a security interest created by the licensor to its  
            sublicensor if the first license was "exclusive." 

          (Sen. Judiciary Com., analysis of SB 45 (1999-2000 Reg.  
          Session), April 13, 1999, p. 10.)  

          While the ULC assured them at the time that the then-proposed  
          language of Section 9321 would not have a negative impact in  
          practice, the groups asked for time to evaluate the impact of  
          the new Section 9321 on their actual operations.  The  
          Legislature then agreed to limit the operative effect of the new  
          Section 9321 by including a sunset date of January 1, 2004.   
          That original sunset date was subsequently extended four times,  
          most recently to January 1, 2015.

          This bill would remove the sunset on the provisions of Section  
          9321, thereby extending them indefinitely, but would also add a  
                                                                      



          SB 650 (Lieu)
          Page 3 of ?



          new provision relating to the nonexclusive rights of a licensee  
          in a motion picture that is produced pursuant to one or more  
          collective bargaining agreements, where there is a perfected  
          security interest securing the obligation to pay residuals, as  
          specified.  

                                CHANGES TO EXISTING LAW


           1.    Existing law  provides that a licensee in ordinary course of  
            business takes its rights under a nonexclusive license free of  
            a security interest in the general intangible created by the  
            licensor, even if the security interest is perfected and the  
            licensee knows of its existence.  (U. Com. Code Sec. 9321(b).)  
             


             Existing law  provides that a lessee in ordinary course of  
            business takes its leasehold interest free of a security  
            interest in the goods created by the lessor, even if the  
            security interest is perfected and the lessee knows of its  
            existence.  (U. Com. Code Sec. 9321(c).)  
             Existing law  defines "licensee in ordinary course of business"  
            as a person that becomes a licensee of a general intangible in  
            good faith, without knowledge that the license violates the  
            rights of another person in the general intangible, and in the  
            ordinary course from a person in the business of licensing  
            general intangibles of that kind.  (U. Com. Code Sec.  
            9321(a).)  

             Existing law  includes a January 1, 2015 sunset date for the  
            above added provisions, unless a later enacted statute deletes  
            or extends that date, as specified.  

             This bill  would delete the January 1, 2015 sunset date for the  
            above provisions. 

             This bill  would add that, notwithstanding the above  
            provisions, a licensee of nonexclusive rights in a motion  
            picture that is produced pursuant to one or more collective  
            bargaining agreements (CBAs) governed by the laws of the  
            United States takes its nonexclusive license in such motion  
            picture subject to any perfected security interest securing  
            the obligation to pay residuals as set forth in the applicable  
            CBA and arising from exploitation under such license.  This  
            bill would specify that the terms "motion picture" and  
                                                                      



          SB 650 (Lieu)
          Page 4 of ?



            "residuals" have the meaning ascribed to such terms under the  
            applicable CBAs. 

          2.    Existing law  provides that, operative January 1, 2015, a  
            lessee in ordinary course of business takes its leasehold  
            interest free of a security interest in the goods created by  
            the lessor, even if the security interest is perfected and the  
            lessee knows of its existence.  (U. Com. Code Sec. 9321 as  
            operative January 1, 2015.)

             This bill  would delete the above provision.  

                                        COMMENT
           
          1.   Stated need for the bill  

          According to the author, "SB 650 would enable the motion  
          production industry to continue its practice of paying some  
          compensation to artists by use of 'residuals,' delayed payment  
          based on rebroadcast or exploitation of productions. This  
          surgical exemption protects residuals in the case of  
          nonexclusive licenses, which, under [existing law, Uniform  
          Commercial Code] Section 9321(b), are not subject to security  
          interests.  [The proposed] Section 9321.1 preserves the use of  
          residuals, a time-honored practice in the industry, which  
          Section 9321 could upset.  SB 650 would also delete the sunset  
          in Section 9321."  

          Co-sponsors of the bill, the Directors Guild of America, Screen  
          Actors Guild-American Federation of Television and Radio  
          Artists, and Writers Guild of America, West add: 
          The co-sponsors of this bill, the Directors Guild of America,  
          Screen Actors Guild- American Federation of Television and Radio  
          Artists, Writers Guild of America West, Inc., and the Motion  
          Picture Association of America (MPAA) add: 

            The need for [the proposed] Section 9321.1 came about as the  
            result of an extensive review by the Guilds and MPAA with  
            respect to business developments in our industry. In general,  
            licensees of intellectual property and other general  
            intangibles take their rights subject to security interests  
            that previously have been granted in that property by  
            licensors. However, as licenses were increasingly used in a  
            variety of industries, the current Section 9321(b) created an  
            exception to this rule, protecting the rights of nonexclusive  
            licensees in the ordinary course of business, such that these  
                                                                      



          SB 650 (Lieu)
          Page 5 of ?



            nonexclusive licensees are able to take their rights free of  
            the security interests granted by the licensor. When Section  
            9321 was first enacted in 1999, rights in motion pictures were  
            almost invariably granted on an exclusive basis, so this  
            exception to the general rule had little effect upon motion  
            picture distribution. 

            However, as digital distribution techniques have evolved,  
            motion picture rights increasingly are licensed on a  
            nonexclusive basis. This change in practice affects the  
            ability of the Guilds to protect payment of "Residuals" to  
            Guild members. Each Guild routinely obtains security interests  
            from motion picture producers, so that motion picture rights  
            are collateral for payment of Residuals based on exploitation  
            of those rights; but with nonexclusive licenses, the  
            effectiveness of Guild liens could be limited. The stability  
            of Residuals payments are of critical economic concern to the  
            tens of thousands of Guild-represented members who live and  
            work in California. Moreover, as the trade group for motion  
            picture producers and distributors in California and across  
            the world, and with Guild collective bargaining agreements in  
            effect among the Guilds and the MPAA member companies, the  
            MPAA also has a substantial interest in the need for clarity  
            with respect to the business problems presented by Section  
            9321 in general, and with respect to Residuals in particular.

            [This bill] addresses Residuals collection issues in a manner  
            that will be advantageous to Californians working in or  
            affected by the motion picture industry:
                 Residuals collections will not be affected by whether a  
               particular motion picture license happens to be exclusive  
               or nonexclusive.
                 As the representative for the motion picture companies  
               that fund the great majority of Residuals payments, the  
               MPAA believes this approach is sensible.
                 Interests of nonexclusive licensees in any other  
               industry are not affected, as [the proposed] Section 9321.1  
               is specific to rights in motion pictures. [ . . . ]

          2.    A surgical carve out aimed to remove the need for an  
            existing sunset  

          This bill seeks to add a new section to the Commercial Code  
          which would specify the rights of a licensee under a  
          nonexclusive license in a motion picture, under certain  
          circumstances.  Existing law, Section 9321 of California's  
                                                                      



          SB 650 (Lieu)
          Page 6 of ?



          Commercial Code, provides a uniform rule which specifies that a  
          licensee in ordinary course of business, as defined, takes its  
          rights under a nonexclusive license free of a security interest  
          in the general intangible created by the licensor, even if the  
          security interest is perfected and the licensee knows of its  
          existence.  Essentially, under this language, when a customer  
          legally purchases a movie from a retailer, the customer would  
          receive a nonexclusive license for the movie, and the  
          actors/directors/writers would not be able to go after the  
          consumer to collect on any security interest in the movie  
          itself.  That being said, since the enactment of this section in  
          1999, the Legislature has revisited these provisions and has  
          determined it is best to extend the sunset on four separate  
          occasions because of ongoing concerns by the motion picture  
          industry with respect to protecting residuals held by their  
          members.  (See Background). 

          Though it is unclear whether Section 9321 has ever caused a  
          disruption in the payment of residuals over the last 14 years,  
          the author offers the following explanation for why the industry  
          continues to have concerns:

            Historically, motion picture productions were distributed on  
            the basis of exclusive licenses. Recently, distribution is  
            fracturing. Different media, including, for example, mobile  
            media, are growing.  Nonexclusive distribution of film  
            productions undermines the ability of MPAA members and the  
            Guilds to preserve the high-structured, well-understood, and  
            collectively-bargained system of residual payments.

          As a result of negotiations aimed at finding a long-term  
          solution that would resolve such concerns, SB 650 would add a  
          new provision to the Commercial Code that would follow Section  
          9321.  This proposed provision would provide that,  
          "notwithstanding the foregoing" (Section 9321), a licensee of  
          nonexclusive rights in a motion picture that is produced  
          pursuant to one or more collective bargaining agreements (CBAs)  
          governed by the laws of the United States takes its nonexclusive  
          license in such motion picture subject to any perfected security  
          interest securing the obligation to pay residuals as set forth  
          in the applicable CBA and arising from exploitation under such  
          license.  Since that provision resolves the longstanding  
          concerns about Section 9321, the bill would also remove Section  
          9321's sunset date, thereby extending those provisions  
          indefinitely.  

                                                                      



          SB 650 (Lieu)
          Page 7 of ?



          While at the time of the 1999 revisions the sponsoring  
          organization (National Conference of Commissioners on Uniform  
          State Laws, now the Uniform Law Commission) resisted carving out  
          special rules for a particular segment of one industry for fear  
          of undermining uniformity, the Uniform Law Commission writes  
          that "[t]he provisions of [SB] 650 would strongly support the  
          advantages of uniformity of state law that the Uniform  
          Commercial Code creates for individuals and businesses.  If  
          [this bill] is enacted, California Commercial Code 9321 would  
          remain uniform, except for the narrow exception [to address a  
          specific problem relevant in California]." 

          It should be noted that Section 9321 would still apply within  
          the motion picture industry (i.e. the licensee would take its  
          non-exclusive rights free of any security interest) unless both  
          of the following elements are met: (1) the motion picture is  
          produced pursuant to one or more collective bargaining  
          agreements governed by the laws of the United States, and (2)  
          there is a perfected security interest securing the obligation  
          to pay results as set forth in the applicable CBA and arising  
          from exploitation under such license.  If either of those  
          elements is not met, as would be true in all other scenarios  
          involving nonexclusive licenses, the licensee would take its  
          rights free of a security interest in the general intangible  
          created by the licensor, even if the security interest is  
          perfected and the licensee knows of its existence.  For example,  
          the customer who purchases a movie from a retailer would  
          continue to receive a nonexclusive license for the movie, and  
          the actors/directors/writers would not be able to go after the  
          consumer to collect on any security interest in the movie  
          itself.  

          Arguably, by codifying language specific to the concerns over  
          residuals and removing objections to the deletion of Section  
          9321's sunset, SB 650 would provide a more stable and permanent  
          rule with respect to the rights of licensees in nonexclusive  
          licenses. 

          3.   Clarifying amendment  

          The following clarifying amendment is proposed to avoid  
          confusion by what is meant by the term "foregoing" when  
          referencing back to Section 9321 in the new, freestanding  
          provision that addresses the specific concerns of the movie  
          industry: 

                                                                      



          SB 650 (Lieu)
          Page 8 of ?



            On page 3, line 18 strike "Notwithstanding the foregoing" 

            On page 3, line 5, insert "Except as is otherwise provided  
            under Section 9321.1,"


           Support  :  None Known

           Opposition  :  None Known

                                        HISTORY
           
           Source  :  Directors Guild of America; Motion Picture Association  
          of America; Screen Actors Guild-American Federation of  
          Television and Radio Artists; Writers Guild of America, West

           Related Pending Legislation  :  None Known

           Prior Legislation  :

          SB 6  (Lieu, Ch. 54, Stats. 2013), reenacted the provisions of  
          Section 9321 that lapsed on January 1, 2013 as an urgency  
          measure and extended the sunset to January 1, 2015.

          AB 224 (Portatino, Ch. 315, Stats. 2009), extended the sunset to  
          January 1, 2013. 

          AB 2303 (Committee on Judiciary, Ch. 567, Stats. 2006), extended  
          the sunset to January 1, 2010.

          SB 283 (Sher, Ch. 235, Stats. 2003), extended the sunset to  
          January 1, 2007. 

          SB 45 (Sher, Ch. 991, Stats. 1999), See Background.

           Prior Vote  :  Not relevant to the current version of this bill. 

                                   **************