BILL ANALYSIS                                                                                                                                                                                                    �



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          Date of Hearing:   June 24, 2014

                           ASSEMBLY COMMITTEE ON JUDICIARY
                                Bob Wieckowski, Chair
                    SB 1188 (Jackson) - As Amended:  May 20, 2014

           SENATE VOTE  :  21-14
           
          SUBJECT  :  CONSUMER LEGAL REMEDIES ACT: FRAUD AND DECEIT

           KEY ISSUE  :  SHOULD FRAUD BE UNLAWFUL UNDER THE CONSUMER LEGAL  
          REMEDIES ACT WHEN A BUSINESS SUPPRESSES OR OMITS 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 WITHOUT REGARD TO WHETHER THE PRODUCT POSES A  
          THREAT TO HEALTH OR SAFETY?

                                      SYNOPSIS
                                          
          This measure would amend the Consumer Legal Remedies Act (CLRA)  
          to make clear that actionable fraud may consist of the  
          suppression or omission of a material fact.  The bill also  
          specifies 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.  The author and supporters  
          argue that the bill is a needed response to a line of recent  
          federal court decisions that have misinterpreted and unduly  
          constrained the CLRA by holding that it does not protect  
          consumers from fraudulent business practices except in a narrow  
          range of cases involving threats to health or safety.  Without  
          clarification of the CLRA from the Legislature, supporters  
          contend, manufacturers can potentially escape liability for  
          concealing known product defects so long as the defect does not  
          pose a safety risk to consumers.  Opponents made up of various  
          business associations argue that the bill represents a  
          substantial and worrisome expansion of liability that will lead  
          to unwarranted law suits.

           SUMMARY  :  Clarifies consumer protection against fraud and  
          deceit.  Specifically,  this bill  :  

          1)Provides that fraud or deceit under the Consumer Legal  
            Remedies Act may consist of the suppression or omission of a  








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            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.  

          2)Specifies 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.

          3)Clarifies that the bill does not expand or restrict warranty  
            rights or obligations.

           EXISTING LAW  : 

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

          2)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.)

          3)Provides that a 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,  
            and permits 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.)

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

           COMMENTS  :  The author explains that the purpose of the bill is  
          to protect consumers against fraud and deceit by clarifying that  
          the CLRA covers the fraudulent omission of any material defect,  
          not just those that implicate health or safety.  According to  
          the author:








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               The CLRA ? prohibits sellers from making fraudulent claims  
               about their goods and services, or from fraudulently  
               omitting information about goods and services from  
               consumers. 

               In recent years, 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 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.

               SB 1188 codifies long-standing law on the CLRA's  
               "materiality" standard. Since the CLRA passed in 1970, it  
               has been well established that the test for whether a fact  
               is material is whether "a reasonable man would attach  
               importance to its existence or nonexistence in determining  
               his choice of action in the transaction." Engalla v.  
               Permanente Medical Group, Inc., 15 Cal.4th 951, 976 (1997).  
                To prove that undisclosed information is "material," a  
               consumer must be able to show that "had the omitted  
               information been disclosed, one would have been aware of it  
               and behaved differently." Mirkin v. Wasserman, 5 Cal. 4th  
               1082, 1093 (1993).  Given what is and has been the  
               prevailing materiality standard for years, the existence of  
               a safety risk is clearly not a required element.  Further,  
               a reading of the original statute and legislative history  
               shows that health or safety risks were never referenced in  
               the original statute. 

           Background on Consumer Legal Remedies Act.   While encouraging  
          commerce and innovation, the Legislature has long considered the  
          profit-seeking goals of business to be appropriately balanced by  
          reasonable protection of consumers against careless or  
          unscrupulous commercial activities.  State law is replete with  
          statutes aimed at protecting California consumers from unfair,  
          dishonest, or harmful market practices.  The Consumer Legal  
          Remedies Act (CLRA) is one of California's basic laws "to  
          protect consumers against unfair and deceptive business  
          practices and to provide efficient and economical procedures to  
          secure such protection."  (Civ. Code Sec. 1760.)  The CLRA was  








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          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.)  Among other things, the Act 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, or grade" when they are of another.  (Civ. Code Sec.  
          1770.)  Consumers who are harmed by unlawful practices specified  
          in the Act may recover damages and other remedies.

           Apparent Disagreement Regarding Material Omissions.   Both  
          supporters and opponents appear to agree that the law requires  
          disclosure of material facts in a commercial transaction in a  
          number of circumstances.  Supporters state:  

               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.)  

          Opponents appear to agree, stating:

               Under current law, a plaintiff may sue for an omission  
               contrary to a representation actually made by the  
               defendant, or when the defendant has exclusive knowledge of  
               material facts not known or reasonably accessible to the  
               plaintiff, or when the defendant actively conceals a  
               material fact from the plaintiff, or when the defendant  
               makes partial representations that are misleading because  
               some other material fact has not been disclosed.

          The disagreement appears to center on whether 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.  Unfortunately, opponents apparently do not  
          address the supporters' argument that existing case law  








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          establishes this rule, as set forth below.  If these cases are  
          good law, as supporters argue, the question might well be asked  
          whether there is a sound reason to limit the rule to omissions  
          that pose a threat to health or safety, as discussed below.
           
          Is It Sound Public Policy To Limit The CLRA Only To Fraudulent  
          Omissions That Pose a Threat To Health or Safety?   It is widely  
          recognized that the CLRA applies to affirmative statements that  
          are false or misleading, such as purposefully inaccurate product  
          advertising.  Shortly after its passage, California courts  
          recognized that fraudulent omissions also fall within the scope  
          of the Act, noting that "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.) 

          Specifically, supporters argue that 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 principle was  
          recognized for many years, supporters contend, with courts until  
          recently allowing 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.  (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.").)  

          More recently, however, some courts have evidently begun to  
          limit this principle only to cases involving health and safety  
          defects, as reflected in Daugherty v. American Honda Motor Co.,  
          Inc. (Cal.App.2d Dist. 2006), 144 Cal.App.4th 824.  Currently  
          state and federal courts are apparently divided over whether  
          claims can be brought under the CLRA for fraudulent omissions  
          not involving threats to health and safety.  (Compare  Smith v.  
          Ford Motor Co., 749 F.Supp.2d 980, 987 (N.D.Cal. 2010) (to be  








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          actionable under CLRA, fraudulent omissions "must pose safety  
          concerns") and 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"); 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, and noting that  
          the Ninth Circuit in Wilson cited no California case reaching  
          this holding.).)

          Supporters of this measure argue that it is unfair and  
          irrational to allow defendants to potentially escape liability  
          for concealing known product defects so long as the defect does  
          not pose a safety risk to consumers.  This bill would appear to  
          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," with the  
          additional clarification that materiality is not limited to  
          circumstances in which a product poses a threat to health or  
          safety.

          With respect to materiality, supporters argue that the  
          California Supreme Court has made clear under the CLRA that "[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 appear to codify this case law 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.   
          In this regard it might be noted that, consistently with the  
          bill, the materiality of an omitted fact would not appear to  
          depend solely on whether the product presents a threat to health  
          or safety.

           Opposition Concerns Regarding Express Warranties.   As noted  
          below, several opponents argue that this bill would unfairly  
          expose businesses to tort liability after the expiration of a  
          product's express warranty.  For example, a coalition of  








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          business groups lead by the Chamber of Commerce argues:  

               Absent a health or safety risk, latent defects are not  
               actionable because a manufacturer would in essence have to  
               insure a product for a lifetime.  All defects would result  
               in a "material" omission because the failure of a product  
               to last forever would become a 'defect,' and product defect  
               litigation would become as widespread as manufacturing  
               itself.

               By making manufacturers liable for any latent defect or  
               other undisclosed condition for the life of any product  
               based on a claim that some future purchaser is willing to  
               say was "material" to his or her purchase, this bill has  
               the practical effect of making warranties irrelevant.  As a  
               result, the bill would require businesses to warrant  
               products for every imaginable condition, known and unknown  
               that could be conceived of regarding the product, both  
               during the warranty period and thereafter, effectively for  
               the lifetime of the product.  Lawsuits over safety concerns  
               outside the warranty period are permitted today because the  
               average consumer expects products to not pose unreasonable  
               safety risks irrespective of the passage of time.

          The opposition unfortunately does not appear to say why it  
          contends that every product defect will be deemed material under  
          the bill.  As discussed above, the bill is explicitly limited to  
          the omission of a material fact by one who is bound to disclose  
          it or who gives information of some facts that are likely to  
          mislead in the absence of other facts.  Moreover, the bill  
          expressly states that a fact is material when a reasonable  
          person would attach importance to its existence or nonexistence  
          in determining a choice of action in the transaction.

          In any event, it is not clear why liability for material  
          omissions might be said to require business to ensure that a  
          product will last forever - a fact most reasonable people would  
          find impossible.  The bill does not appear to alter the existing  
          limitation of the CLRA that a claim based on an alleged  
          fraudulent omission must 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).)  

          In addition, supporters argue, fraud claims must meet a  








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          heightened pleading standard in order to be heard by a court.   
          For example, in a fraudulent omission case a potential plaintiff  
          would have to plead not only that a product was defective, but  
          that the merchant knew the product was defective, and  
          intentionally decided to withhold that knowledge from a  
          purchaser.  These standards would not appear to be satisfied by  
          a claim that a product was defective simply because it did not  
          have an unlimited lifetime.

           ARGUMENTS IN OPPOSITION:   The California Chamber of Commerce and  
          other business advocates oppose the bill.  Their argument is  
          presented in its entirety below:

               Recent amendments do not change the impact that SB 1188  
               would have on substantially expanding the number of product  
               lawsuits whenever a dissatisfied consumer claims outside of  
               the product warranty, "I wouldn't have bought the item but  
               for what you failed to tell me." SB 1188 would  
               significantly expand the type of lawsuits that not only can  
               be brought under California's Consumer Legal Remedies Act  
               ("CLRA", Civil Code Section 1750 et seq.), but also that  
               could be brought under California's Unfair Competition Law  
               ("UCL", Business and Professions Code Section 17200).

               Existing law already allows lawsuits against product  
               manufacturers for fraud or misrepresentation. The example  
               sponsors use of a business deliberately and secretly  
               installing a chip in a product to make it malfunction the  
               day after the warranty expires is a false concern. First,  
               we are not aware of this ever happening, and it is hard to  
               imagine any manufacturer, hoping to build a brand and  
               encourage repeat customers, installing a "kill switch" that  
               disables a product the day after the warranty lapses.   
               Second, if it has actually happened, this would already be  
               actionable under existing consumer fraud law. Under current  
               law, a plaintiff may sue for an omission contrary to a  
               representation actually made by the defendant, or when the  
               defendant has exclusive knowledge of material facts not  
               known or reasonably accessible to the plaintiff, or when  
               the defendant actively conceals a material fact from the  
               plaintiff, or when the defendant makes partial  
               representations that are misleading because some other  
               material fact has not been disclosed.  

               By making manufacturers liable for any latent defect or  








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               other undisclosed condition for the life of any product  
               based on a claim that some future purchaser is willing to  
               say was "material" to his or her purchase, this bill has  
               the practical effect of making warranties irrelevant. As a  
               result, the bill would require businesses to warrant  
               products for every imaginable condition, known and unknown  
               that could be conceived of regarding the product, both  
               during the warranty period and thereafter, effectively for  
               the lifetime of the product.  Lawsuits over safety concerns  
               outside the warranty period are permitted today because the  
               average consumer expects products to not pose unreasonable  
               safety risks irrespective of the passage of time.

               The bill creates a new theory of liability that would  
               drastically alter the landscape of warranty and product  
               liability law in California. This bill would apply to  
               things far beyond product defects, such as working  
               conditions in a distant location where a component piece  
               was made or whether some ingredient of a food has a  
               genetically modified component. No other state has such an  
               expansive provision in law.  Absent a health or safety  
               risk, latent defects are not actionable because a  
               manufacturer would in essence have to insure a product for  
               a lifetime. All defects would result in a "material"  
               omission because the failure of a product to last forever  
               would become a 'defect,' and product defect litigation  
               would become as widespread as manufacturing itself. Courts  
               have been unwilling to extend the law to the extent sought  
               by SB 1188. As a result, the bill's sponsors are seeking to  
               have the Legislature do what the courts have been unwilling  
               to do.

               This bill will drive up costs to all consumers and  
               encourage meritless product litigation against businesses.  
               The only beneficiaries of this scheme are the attorneys who  
               will file lawsuits under this unwarranted expansion of  
               product liability law. California already consistently  
               ranks at the bottom of national lists for its business and  
               legal climate. Unfortunately, this bill would be another  
               step to reinforce those rankings and, in turn, cause  
               California to become a magnet for nationwide class action  
               litigation that cannot be brought in any other state.











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           REGISTERED SUPPORT / OPPOSITION  :

           Support 
          
          Consumer Attorneys of California (co-sponsor)
          Consumer Federation of California (co-sponsor)
          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
          The Utility Reform Network
          Unite Here, AFL-CIO
          Utility Workers Union of America, Local 132
           
            Opposition 
           
          Alliance of Automobile Manufacturers
          American Insurance Association
          American International Group
          Association of California Egg Farmers
          Association of California Insurance Companies
          Biotechnology Industry Organization
          California Automotive Business Coalition
          California Chamber of Commerce
          California Citizens Against Lawsuit Abuse
          California Citrus Mutual
          California Building Industry Association
          California Cement Manufacturers Environmental Coalition
          California Cotton Ginners Association 
          California Cotton Growers Association 
          California Farm Bureau Federation
          California Grain and Feed Association 
          California Grape and Tree Fruit League








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          California Grocers Association        
          California Manufacturers and Technology Association 
          California New Car Dealers Association
          California Pool and Spa Association
          California Precast Concrete Association
          California Retailers Association
          California Rice Industry Association
          California Seed Association  
          California Warehouse Association 
          Civil Justice Association of California 
          Global Automakers
          GMA
          International Franchise Association
          National Federation of Independent Businesses
          Outdoor Power Equipment Institute
          Personal Insurance Federation of California
          Southwest California Legislative Council
          TechAmerica
          TechNet
          Toy Industry Association, Inc. 
          Western Agricultural Processors Association 
          Western Plant Health Associations

           Analysis Prepared by  :   Kevin G. Baker / JUD. / (916) 319-2334