California Litigation JANUARY 2003 California Legislature to Amend the Unfair Competition Law (B&P §§ 17200, et seq.) in Wake of Publicized Private Attorney General Abuses In the wake of an outcry over the abuse of the socalled “private attorney general” provisions of California’s Unfair Competition Law (Business & Professions Code §§ 17200, et seq.), the California Legislature has begun the process of amending the Unfair Competition Law – potentially affecting everyone who does business in California. Two bills have been advanced that have the potential – if passed – to radically change “private attorney general” practice in California under California’s Unfair Competition Law: AB 69, authored by Assemblyman Lou Correa, and AB 102, authored by Assemblyman Robert Pacheco. BACKGROUND: BUSINESS & PROFESSIONS CODE §§ 17200, ET SEQ. California’s Unfair Competition Law prohibits business practices that are “unlawful,” “unfair,” and “fraudulent,” as well as false and misleading advertising, and allows “any person” – even someone who suffers no injury – to act as a “private attorney general” to sue on behalf of the general public to enforce its provisions. By suing on behalf of the general public, a “private attorney general” not only may enjoin a business from acting or refusing to act a certain way, but may even force businesses to pay restitution to thousands of people affected by the alleged wrongful business practice or advertising. A “private attorney general” may also win attorneys’ fees for doing so, if a court finds the action benefits the public interest. Some in the California business community have long asserted that the “private attorney general” provisions are subject to abuse. Recently, public attention has focused on a law firm in Beverly Hills that has been accused of using the “private attorney general” provisions to file suit against thousands of small businesses for minor regulatory violations, in order to extort small settlements from those businesses. California Attorney General Bill Lockyer has asked the State Bar to investigate the firm; the State Bar has opened an investigation. In response to this and other publicized cases, Santa Ana Assemblyman Lou Correa and Assemblyman Robert Pacheco have introduced AB 69, and AB 102, respectively, into the California Legislature, with the goal of reforming the Unfair Competition Law to prevent the abuse of the statute. AB 69 AB 69 is a work in progress. Although what text now exists affirms that “Representative actions by private attorneys on behalf of consumers are a valuable component of the unfair competition Kirkpatrick & Lockhart LLP law,” the existing text also provides: n n “Any improper or unethical use of the unfair competition law damages the legitimacy and undermines the original intent of that law. These abuses also hamper the ability of legitimate businesses to operate efficiently and provide the jobs, goods, and services needed by the consumers of this state.” “Law-abiding business owners of California have a right to expect reasonable protection from unlawful, unethical, repetitive, or disproportionate lawsuits or demands when the public good has not been endangered.” The “substance” of the legislation has not yet been authored, but is currently underway. Ideas that have been advanced include restricting the award of attorneys fees, and providing protection for businesses against multiple and successive lawsuits. Assemblyman Correa held a fact-finding hearing in his Orange County district on January 10, 2003. Participants included local businesses as well as plaintiffs’ and defense attorneys who practice in this area of law. AB 102 More far-reaching changes are contemplated by Assemblyman Pacheco’s AB 102, which adds a proposed Section 17300, 17301, 17302, and 17303 to the Unfair Competition Law, under a chapter titled “Representative Civil Actions By Private Parties.” Proposed Section 17300 would require a “private attorney general”: 2 n to have suffered a “distinct and palpable injury” as a result of the challenged practices; n to demonstrate that he or she is an adequate representative, has retained an attorney who will adequately represent the interests of the general public, and has claims typical of the general public; n to give notice of intent to sue 90 days before commencing suit, with the notice describing the challenged practices; n to demonstrate that no public law enforcement official has commenced a similar action against the same defendant; and n to demonstrate that no other private plaintiff has commenced a similar representative action against the same defendant. This section would enact major changes in “private attorney general” practice. Specifically, it would reverse existing precedent allowing someone who has not been injured to serve as a “private attorney general.” Moreover, it would prevent multiple lawsuits against the same defendant brought by different plaintiffs’ attorneys, and prevent plaintiffs’ attorneys from “piggybacking” on the efforts of the attorney general to enforce the Unfair Competition Law. Proposed Section 17301 would require the court to determine “as soon as practicable . . . whether the action may be maintained.” This section would give defendants another chance for an early dismissal of a “private attorney general” lawsuit that does not now exist. Under current practice, if a defendant loses any one of several types of motions to dismiss the case in its early stages, the next chance for the defendant to knock the suit out is on a summary judgment motion. A defendant can expend significant resources on discovery before then, and summary judgment motions themselves tend to be expensive and difficult to win. Proposed Section 17302 would enact unprecedented restrictions on discovery in “private attorney general” actions. For example: n Discovery would be limited to matters “relevant” to the unlawful, unfair, or fraudulent acts specifically alleged in the complaint. In contrast, the general civil discovery statutes allow for much broader discovery. KIRKPATRICK & LOCKHART LLP CALIFORNIA LITIGATION UPDATE n Before engaging in discovery, the plaintiff’s attorney would have to present a declaration certifying that (a) the discovery is not being presented for any improper purpose (b) it does not constitute an invasion of privacy of nonparties; (c) it is related to the “specific, nonconclusory factual allegations set forth in the complaint that establish cognizable injury to the plaintiff or others similarly situated”; (d) the likely benefit of the proposed discovery outweighs its burden or expense; and (e) it will not result in annoyance, oppression, harassment, etc. There is no similar “certification” requirement under the general civil discovery statutes. n The court may for good cause limit the number of depositions, requests for admissions, and interrogatories, and may limit the length of depositions. This may not represent too much of a change from prior practice. These kinds of limits would be available to a defendant who moved for a protective order, and who could demonstrate “good cause.” n Court approval is required to propound discovery on nonparties, and the court must find (a) the records or information sought are relevant; (b) the burden of producing the records or information is outweighed by the need for the records or information; and (c) the infringement on the nonparties’ privacy is outweighed by the need for the records or information. SEPTEMBER 2002 The idea of obtaining court approval prior to subpoenaing the documents, or engaging in other discovery of a person who is not a party to the litigation is simply unprecedented. Proposed Section 17303 would allow the court to consider “mitigating actions taken by the defendant before the end of the 90-day period described above that correct the act of unfair competition.” The mitigating actions the court may consider include a certified letter provided to the plaintiff by the defendant documenting, under penalty of perjury, that the act has been corrected. Under current practice, the effect of similar mitigating circumstances is not so clearly defined. CONCLUSION Clearly, the amendment of the Unfair Competition Law provides California businesses and those doing business in California with an excellent chance to shape the future of this important statute in ways to benefit the business climate in the state. Because a significant amendment of the Unfair Competition Law has the potential to significantly affect so many of our clients, we will issue periodic Alerts as new developments occur in this important area of law. MATTHEW G BALL mball@kl.com 415.249.1014 Kirkpatrick & Lockhart LLP If you would like to discuss any of these issues in greater detail, please contact any one of the following K&L California Litigation Group lawyers: Los Angeles Robert Feyder Michael Mallow Tom Petrides David Schack Ron Stevens Paul Sweeney Fred Ufkes San Francisco Jon Cohen Ed Sangster Addresses 310.552.5023 310.552.5038 310.552.5077 310.552.5061 310.552.5000 310.552.5055 310.552.5079 rfeyder@kl.com mmallow@kl.com tpetrides@kl.com dschack@kl.com rstevens@kl.com psweeney@kl.com fufkes@kl.com 415.249.1001 415.249.1028 jcohen@kl.com esangster@kl.com 10100 Santa Monica Boulevard, Seventh Floor Los Angeles, California 90067 Four Embarcadero Center, 10th Floor San Francisco, California 94111 ® Kirkpatrick & Lockhart LLP Challenge us. ® www.kl.com BOSTON n DALLAS n HARRISBURG n LOS ANGELES n MIAMI n NEWARK n NEW YORK n PITTSBURGH n SAN FRANCISCO n WASHINGTON ......................................................................................................................................................... This bulletin is for informational purposes and does not contain or convey legal advice. The information herein should not be used or relied upon in regard to any particular facts or circumstances without first consulting a lawyer. © 2003 KIRKPATRICK & LOCKHART LLP. ALL RIGHTS RESERVED.