BILL ANALYSIS                                                                                                                                                                                                    �






                             SENATE JUDICIARY COMMITTEE
                         Senator Hannah-Beth Jackson, Chair
                              2013-2014 Regular Session


          SB 1188 (Jackson)
          As Amended April 9, 2014
          Hearing Date: May 6, 2014
          Fiscal: No
          Urgency: No
          TH


                                        SUBJECT
                                           
                         Consumer Legal Remedies Act: Facts

                                      DESCRIPTION  

          Existing law, the Consumer Legal Remedies Act (CLRA), renders  
          unlawful specified acts identified as unfair methods of  
          competition or unfair or deceptive acts or practices.   
          California courts have construed the Act to encompass fraudulent  
          omissions by those who are obliged to disclose material facts.

          This bill would codify that, under the CLRA, fraud or deceit may  
          consist of the suppression or omission of a material fact by one  
          who is bound to disclose it or who gives information of other  
          facts that are likely to mislead for want of communication of  
          that fact.  This bill would specify that a fact is material if a  
          reasonable person would attach importance to its existence or  
          nonexistence in determining a choice of action in a transaction,  
          and that materiality is not limited to circumstances in which a  
          product poses a threat to health or safety.

                                      BACKGROUND  

          The Consumer Legal Remedies Act (CLRA) is a consumer protection  
          statute intended "to protect consumers against unfair and  
          deceptive business practices and to provide efficient and  
          economical procedures to secure such protection."  (Civ. Code  
          Sec. 1760.)  Among other things, it prohibits merchants from  
          representing that goods have "characteristics, ingredients,  
          uses, benefits, or quantities which they do not have," or  
          representing that goods "are of a particular standard, quality,  

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          or grade" when they are of another.  (Civ. Code Sec. 1770.)   
          Consumers who are harmed by unlawful practices specified in the  
          Act have a right of action under the CLRA to recover damages and  
          other remedies.

          Passed by the Legislature in 1970, the CLRA is intended to be  
          "liberally construed" by the courts and "applied to promote its  
          underlying purposes."  (Civ. Code Sec. 1760.)  Courts have,  
          until recently, allowed plaintiffs to bring CLRA claims based on  
          allegations that a merchant fraudulently omitted to disclose a  
          material fact in the course of a transaction, such as failing to  
          disclose information about a product's known defects.  However,  
          following the decision in Daugherty v. American Honda Motor Co.,  
          Inc. (Cal.App.2d Dist. 2006), 144 Cal.App.4th 824, by a  
          California Appellate Court, both federal and state courts are  
          divided over whether claims can be brought under the CLRA for  
          fraudulent omissions not involving threats to health and  
          safety.<1>  This disagreement among the courts creates a  
          situation where a court might find that the CLRA does not  
          protect consumers from certain fraudulent business practices  
          except in a narrow range of cases involving threats to health or  
          safety.  Consequently, manufacturers may potentially escape  
          liability for concealing known product defects so long as the  
          defect does not pose a safety risk to consumers.

          To address the split in opinion among the courts, this bill  
          would clarify that fraudulent omission claims under the CLRA are  
          not limited to cases involving threats to health or safety.  

                                CHANGES TO EXISTING LAW
           
           Existing law  , the Consumer Legal Remedies Act (CLRA), prohibits  
          unfair methods of competition, acts or practices by any person  
          which either results in or is intended to result in the sale or  
          lease of goods or services to any consumer.  (Civ. Code Sec.  
          1770.)

          ---------------------------
          <1>  Compare, for example, Smith v. Ford Motor Co., 749  
          F.Supp.2d 980, 987 (N.D.Cal. 2010) [to be actionable under CLRA,  
          fraudulent omissions "must pose safety concerns"] with  
          Chamberlan v. Ford Motor Co., 369 F.Supp.2d 1138 (N.D.Cal. 2005)  
          [upholding CLRA claim alleging fraudulent omission not involving  
          risk to health or safety] and Tait v. BSH Home Appliances Corp.,  
          289 F.R.D. 466 (C.D.Cal. 2012) [rejecting the argument that CLRA  
          claims must involve threats to health or safety].

                                                                      




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           Existing law  enumerates several methods of unfair competition,  
          acts, or practices, including:
           representing that goods or services have sponsorship,  
            approval, characteristics, ingredients, uses, benefits, or  
            quantities which they do not have; and
           representing that goods or services are of a particular  
            standard, quality, or grade, or that goods are of a particular  
            style or model, if they are of another.  (Civ. Code Sec.  
            1770.)

           Existing law  provides that any consumer who suffers damage as a  
          result of a practice declared to be unlawful under the CLRA may  
          bring an action against that person to recover damages, as  
          specified.  Existing law allows for a class action suit to be  
          filed on behalf of a class of consumers adversely affected by an  
          unfair method of competition, act, or practice.  (Civ. Code  
          Secs. 1780, 1781.)

           Existing Law  provides that the CLRA shall be liberally construed  
          and applied to promote its underlying purposes, which are to  
          protect consumers against unfair and deceptive business  
          practices and to provide efficient and economical procedures to  
          secure such protection.  (Civ. Code Sec. 1760.)

          This bill  would specify that, under the CLRA, fraud or deceit  
          may consist of the suppression or omission of a material fact by  
          one who is bound to disclose it or who gives information of  
          other facts that are likely to mislead for want of communication  
          of that fact.

           This bill  would specify that a fact is material if a reasonable  
          person would attach importance to its existence or nonexistence  
          in determining a choice of action in the transaction in  
          question.

           This bill  would further specify that materiality is not limited  
          to circumstances in which a product poses a threat to health or  
          safety.

                                        COMMENT
           
           1.Stated need for the bill  

          The author writes:
          

                                                                      




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            The Legislature passed the Consumer Legal Remedies Act (CLRA)  
            in 1970.  The Act prohibits sellers from making fraudulent  
            claims about their goods and services, or from fraudulently  
            withholding (omitting) information about goods and services  
            from California consumers.  From the consumer standpoint, the  
            CLRA is one of the most important consumer protection  
            statutes.  It was designed to prevent unfair and deceptive  
            business practices from taking hold in the marketplace.

            Over the past eight years, a disagreement has developed among  
            courts as to whether CLRA claims alleging fraudulent omissions  
            are limited to matters involving safety hazards.  As a  
            consequence, consumers may be unable to rely on the CLRA to  
            protect them from certain fraudulent business practices not  
            involving safety risks.  Without clarification of the CLRA  
            from the Legislature, manufacturers can potentially escape  
            liability for concealing known product defects so long as the  
            defect does not pose a safety risk to consumers.

            This bill would clarify that CLRA fraudulent omission claims  
            are not limited solely to matters involving health and safety  
            hazards, but rather include all cases where a merchant  
            violates the Act by fraudulently failing to disclose a  
            material fact.  This clarification would ensure that the CLRA  
            continues to broadly protect California consumers from  
            deceptive business practices.




           2.Consumer Protection
           
          The Legislature has long considered consumer protection to be a  
          matter of high importance.  State law is replete with statutes  
          aimed at protecting California consumers from unfair, dishonest,  
          or harmful market practices.  For example, California's Unfair  
          Practices Act has protected California consumers from "unlawful,  
          unfair or fraudulent business act[s] or practice[s]" for over 70  
          years.  (Bus. & Prof. Code Sec. 17200.)  The CLRA, similarly,  
          was enacted "to protect the statute's beneficiaries from  
          deceptive and unfair business practices," and to provide  
          aggrieved consumers with "strong remedial provisions for  
          violations of the statute."  (Am. Online, Inc. v. Superior Court  
          (2001) 90 Cal.App.4th 1, 11.)


                                                                      




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          This bill would further California's longstanding public policy  
          of protecting consumers from unscrupulous behavior in the  
          marketplace.  As noted above, both federal and state courts are  
          in disagreement over whether the CLRA provides a remedy to  
          consumers who are misled by a merchant's fraudulent omissions.   
          This confusion leaves open the possibility that a California  
          consumer harmed by deceptive business practices might be left  
          without recourse in certain situations, particularly those  
          involving fraudulent omissions not related to health or safety.   
          To put the issue in perspective, consider a consumer who  
          purchases a mobile telephone with a two-year service contract  
          from a merchant that knows the telephone will likely last only  
          one year due to a design defect, yet fails to disclose that  
          fact, even though the merchant has full knowledge the consumer  
          expects the product to function for the life of the contract.   
          According to one line of CLRA cases, this consumer would be  
          without a remedy unless they could show that the merchant's act  
          of concealing the defect somehow related to health or safety.

          This bill would bring certainty back to CLRA jurisprudence by  
          clarifying that an action based on the fraudulent omission of a  
          material fact may be maintained irrespective of whether or not  
          it involves a threat to health and safety.  Writing in support,  
          the California Alliance for Retired Americans (CARA) states:

            The CLRA is one of the few laws that can help consumers harmed  
            by such fraudulent practices.  SB 1188 is necessary to  
            maintain consumer rights to hold businesses accountable when  
            they defraud customers.  The seniors who CARA represents are  
            often the victims of these fraudulent practices, and need the  
            protections that SB 1188 offers.  Without them, merchants in  
            all but the most dangerous cases will be able with impunity to  
            sell products they know are faulty.

          From a policy standpoint, the clarification brought about by  
          this bill will help ensure that the CLRA continues to be a  
          strong consumer protection statute in all cases, not just the  
          most egregious where life and limb are put at risk.




           3.CLRA Applies to Fraudulent Omissions  

          While the CLRA typically applies to false or misleading  

                                                                      




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          affirmative statements, such as purposefully inaccurate product  
          advertising, California courts recognized shortly after its  
          passage that fraudulent omissions also fall within the scope of  
          the Act.  In Outboard Marine Corp. v. Superior Court, a  
          California appellate court explained the connection between  
          fraudulent omissions and affirmative misrepresentations,  
          stating:

            It is fundamental that every affirmative misrepresentation of  
            fact works a concealment of the true fact. . . . Where failure  
            to disclose a material fact is calculated to induce a false  
            belief, the distinction between concealment and affirmative  
            misrepresentation is tenuous.  Both are fraudulent.  An active  
            concealment has the same force and effect as a representation  
            which is positive in form.  (Outboard Marine Corp. v. Superior  
            Court (Cal.App.3d Dist. 1975) 52 Cal.App.3d 30, 37.)

          With this connection firmly drawn, the court in Outboard Marine  
          held that, under the CLRA, actionable "[f]raud or deceit may  
          consist of the suppression of a fact by one who is bound to  
          disclose it or who gives information of other facts which are  
          likely to mislead for want of communication of that fact."   
          (Id.)  (See also Civ. Code Sec. 1710.)

          This bill would codify the court's holding in Outboard Marine,  
          specifying that under the CLRA, fraud or deceit may consist of  
          the suppression or omission of a material fact by one who is  
          bound to disclose it or who gives information of other facts  
          that are likely to mislead for want of communication of that  
          fact.

           4.CLRA Imposes a Duty to Disclose "Material" Facts  

          Under California law, a party is duty bound to disclose  
          information to another in a commercial context when:  "(1) []  
          the defendant is in a fiduciary relationship with the plaintiff;  
          (2) [] the defendant had exclusive knowledge of material facts  
          not known to the plaintiff; (3) [] the defendant actively  
          conceals a material fact from the plaintiff; and (4) [] the  
          defendant makes partial representations but also suppresses some  
          material facts."  (Heliotis v. Schuman (Cal.App.1st Dist. 1986)  
          181 Cal.App.3d 646, 651.)  In the context of consumer  
          transactions, California courts have long held that individuals  
          who fail to disclose information, which they are duty bound to  
          disclose, exposes them to liability under the CLRA, so long as  

                                                                      




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          the information withheld was "material."  (See Collins v.  
          eMachines, Inc. (Cal.App.3d Dist. 2011) 202 Cal.App.4th 249,  
          256; Khan v. Shiley (Cal.App.4th Dist. 1990) 217 Cal.App.3d 848,  
          858 ["a manufacturer of a product may be liable for fraud when  
          it conceals material product information from potential users.   
          This is true whether the product is a mechanical heart valve or  
          frozen yogurt."].)  According to the California Supreme Court,  
          under the CLRA "[a] misrepresentation is judged to be material  
          if a reasonable man would attach importance to its existence or  
          nonexistence in determining his choice of action in the  
          transaction in question."  (In re Tobacco II Cases (Cal. 2009)  
          46 Cal.4th 298, 327.)

          This bill would codify the Supreme Court's holding in In re  
          Tobacco II Cases, specifying that under the CLRA, a fact is  
          material if a reasonable person would attach importance to its  
          existence or nonexistence in determining a choice of action in  
          the transaction in question.

           5."Materiality" Under the CLRA  

          As noted in Comment 4, California law imposes a duty on  
          commercial actors to disclose information to another party when,  
          for example, a merchant has exclusive knowledge of material  
          facts not known to another, when a merchant actively conceals a  
          material fact from a customer, and when a merchant makes partial  
          representations but also suppresses some material facts.   
          Despite this broad duty to disclose material facts, some courts  
          have held that, for purposes of the CLRA, parties are not under  
          a duty to disclose material facts unless they relate to a health  
          or safety risk.<2>  According to the Consumer Attorneys of  
          California:

            Federal courts have eroded California law by requiring a  
            showing of a safety defect in order to bring a claim for fraud  
            under the CLRA.  This recent and disturbing trend not only  
            --------------------------
          <2> See e.g. Wilson v. Hewlett-Packard Co. (9th Cir. Cal. 2012)  
          668 F.3d 1136, 1141 ["California courts have generally rejected  
          a broad obligation to disclose" except when "physical injury or  
          any safety concerns [are] posed by [a] defect"]; but see Tait v.  
          BSH Home Appliances Corp. (C.D. Cal. 2012) 289 F.R.D. 466, 488  
          [California law "itself says nothing about a general rule  
          rejecting a broad obligation to disclose under the CLRA, and the  
          Ninth Circuit [in Wilson] cited no California case reaching this  
          holding."].

                                                                      




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            eviscerates the original intent of the CLRA, but also gives  
            companies the ability to lie and conceal known defects in  
            their products.  As a consequence, consumers may be unable to  
            rely on the CLRA to protect them from certain fraudulent  
            business practices not involving risks to health and safety.

          In line with California's public policy of providing California  
          residents with strong consumer protections, this bill would  
          provide that materiality under the CLRA is not limited to  
          circumstances in which a product poses a threat to health or  
          safety.

           6.Warranty Law Distinguished  

          Several entities in opposition argue that this bill would  
          unfairly expose merchants to tort liability after the expiration  
          of a product's express warranty.  According to the California  
          Chamber of Commerce:

            This definition will significantly expand product defect  
            litigation, especially class actions, as any alleged product  
            defect will be deemed "material" once it has occurred, and the  
            buyer will undoubtedly claim knowledge of this defect would  
            have impacted the decision to purchase.  Such an expansion of  
            liability would render warranties absolutely meaningless, as  
            all manufacturers and sellers would have to ensure the  
            everlasting lifetime of a product.

          Staff notes that this point of objection improperly conflates  
          contract and tort law.  The law governing express warranties,  
          which sounds in contract, permits the formation of "a  
          contractual promise from the seller that the goods [will]  
          conform to the promise.  If they do not, the buyer is entitled  
          to recover the difference between the value of the goods  
          accepted by the buyer and the value of the goods had they been  
          as warranted."  Daugherty v. American Honda Motor Co., Inc.  
          (Cal.App.2d Dist. 2006) 144 Cal. App. 4th 824, 830.)  California  
          warranty law permits a seller "to limit its liability for  
          defective goods by disclaiming or modifying a warranty,"  
          including specifying set time limits on the duration of express  
          warranties.  (Krieger v. Nick Alexander Imports, Inc.  
          (Cal.App.2d Dist. 1991), 234 Cal.App.3d 205, 213.)

          In contrast, consumer protection statutes like the CLRA sound in  
          tort.  These statutes seek not to enforce contractual  

                                                                      




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          arrangements between parties, but to provide remedies to  
          "personal wrongs" committed by tortfeasors, which in the case of  
          the CLRA would be a seller who engages in specified deceptive  
          business practices.  Unlike warranties, protection from tortious  
          conduct cannot be disclaimed by the parties.  (See Civ. Code  
          Sec. 1751 ["Any waiver by a consumer of the provisions of this  
          title [the CLRA] is contrary to public policy and shall be  
          unenforceable and void."].)  Indeed, in a landmark decision by  
          Justice Traynor, the California Supreme Court noted that "rules  
          defining and governing warranties that were developed to meet  
          the needs of commercial transactions cannot properly be invoked  
          to govern the manufacturer's liability to those injured by its  
          defective products unless those rules also serve the purposes  
          for which such liability is imposed."  (Seely v. White Motor Co.  
          (Cal. 1965) 63 Cal.2d 9, 16.)  As a result, it appears difficult  
          to argue that manufacturers' express warranties are intended to  
          protect consumers from deceptive business practices, and that  
          the terms of those warranties ought to govern the full reach of  
          a manufacturer's potential liability for defective products.

          Staff also notes that it is unlikely any court would interpret  
          this bill as imposing a lifetime guarantee obligation on product  
          manufacturers.  As with other claims advanced under the CLRA, a  
          claim based on an alleged fraudulent omission would have to be  
          evaluated from the standpoint of a "reasonable consumer."   
          (Williams v. Gerber Prods. Co. (9th Cir. Cal. 2008) 552 F.3d  
          934, 938 [CLRA "governed by the "reasonable consumer" test].)   
          It would be patently unreasonable to conclude that the  
          reasonable consumer would believe all manufactured products  
          would last forever.


           Support  :  California Advocates for Nursing Home Reform;  
          California Alliance for Retired Americans; California Conference  
          Board of the Amalgamated Transit Union; California Conference of  
          Machinists; California Public Interest Research Group;  
          California Rural Legal Assistance Foundation; California  
          Teamsters Public Affairs Council; Congress of California  
          Seniors; Consumer Watchdog; Consumers for Auto Reliability and  
          Safety; Consumers Union; Engineers and Scientists of California,  
          IFPTE Local 20, AFL-CIO; International Longshore and Warehouse  
          Union; Professional and Technical Engineers, IFPTE Local 21,  
          AFL-CIO; Unite Here, AFL-CIO; Utility Reform Network; Utility  
          Workers Union of America, Local 132


                                                                      




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           Opposition  :  American Insurance Association; American  
          International Group; Association of California Insurance  
          Companies; California Automotive Business Coalition; California  
          Building Industry Association; California Citizens Against  
          Lawsuit Abuse; California Chamber of Commerce; California  
          Grocers Association; California Manufacturers and Technology  
          Association; California Pool and Spa Association; California  
          Retailers Association; Civil Justice Association of California;  
          International Franchise Association; National Federation of  
          Independent Businesses; Personal Insurance Federation of  
          California; Tech America

                                        HISTORY
           
           Source :  Consumer Attorneys of California; Consumer Federation  
          of California

           Related Pending Legislation  :  None Known

           Prior Legislation  :  

          AB 1108 (Nielsen, 2011) would have revised the Consumer Legal  
          Remedies Act to require a court to award court costs and  
          attorney's fees to the prevailing party in an action.  This bill  
          died in the Assembly Committee on Judiciary.

          AB 292 (Hayes, Ch. 1550, Stats. 1970) enacted the Consumer Legal  
          Remedies Act, which authorizes a consumer who suffers damage  
          from the use of specified unfair methods of competition and  
          unfair or deceptive acts to bring an action to recover damages  
          or other relief.

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