BILL ANALYSIS                                                                                                                                                                                                    




                                                                  AB 2799
                                                                  Page A
          Date of Hearing:  May 3, 2004

                    ASSEMBLY COMMITTEE ON UTILITIES AND COMMERCE
                                 Sarah Reyes, Chair
                AB 2799 (Calderon) - As Introduced:  February 20, 2004
           
          SUBJECT  :  Telecommunications:  billings.

           SUMMARY  :  Exempts disclosure requirements in certain  
          circumstances for consumers who are solicited or request  
          products or services from their telecommunications provider.   
          This bill also establishes payment obligations for customers as  
          a result of contractual obligations or usage of the product or  
          service.  Specifically,  this bill  :

          1)Exempts requirements for written materials or customer  
            ordering forms to be a certain font size, and to be  
            conspicuous and legible and written in the same language as  
            the solicitation material:

             a)   If the telephone company has mailed written solicitation  
               materials that allow an existing or prospective customer to  
               order a product or service by filling out an enclosed but  
               non binding ordering form, and/or

             b)   If a customer has requested the information about the  
               product or service, which can be done to meet the  
               conditions of the exemption by sending in the ordering form  
               in (a).

          2)Requires telecommunication carriers to only provide disclosure  
            for the essential terms of the agreement that the customer  
            signs for a product or service.

          3)Requires that any customer contract with terms requiring or  
            authorizing the telephone corporation to provide the product  
            or service, or the existence of a pattern of usage of the  
            product or service, is prima facie evidence of authorization  
            by the customer.

          EXISTING LAW:
           
          1)Requires telephone carriers to furnish their customers with  
            sufficient information to make informed service and provider  
            choices.  This includes information regarding the providers'  









                                                                  AB 2799
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            identity, service options, pricing, and terms and conditions  
            of service.

          2)Requires that customers be able to access a live operator by  
            dialing the numeral "0" as an available free option.

          3)Requires telecommunication carriers to provide customer  
            service that includes reasonable statewide service quality  
            standards, including standards regarding network technical  
            quality, customer service, installation, repair, and billing.

          4)Specifies that a telephone bill may only contain charges for  
            products or services that have been authorized by the  
            customer.

          5)Requires written orders for products and services to be in a  
            separate document from any solicitation material.  Written  
            orders and solicitations are to be unambiguous, legible, and  
            in a minimum of 10-point type.

          6)Requires any written or oral solicitation materials used to  
            obtain an order form for a product or service from a customer  
            must be in the same language as the order form.

          7)Requires that a process be developed to quickly resolve  
            subscriber disputes over charges for a product or service that  
            was not authorized by the customer.  In the case of a dispute  
            there is a rebuttable presumption that a customer is not found  
            responsible for the charge if the charge is unverified and not  
            authorized.

           FISCAL EFFECT  :  Unknown.

           COMMENTS  :

           This bill changes existing law protecting consumers against  
          cramming by telephone carriers.  Existing law requires that a  
          telephone bill may only contain charges for products or services  
          that the customer has authorized.  Furthermore, existing law  
          requires telephone carriers to separate a written order form  
          from any solicitation material and for both of them to be  
          unambiguous, legible, and be in a minimum of 10-point type.   
          Existing law requires that all written or oral solicitation  
          materials used to obtain an order of a product or service to be  
          in same language as the written order form.









                                                                  AB 2799
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          The code section that this bill seeks to alter originated from  
          concerns by the Legislature over cramming complaints by  
          consumers.  Cramming is a result of charges that were not  
          authorized by consumers that were added to their telephone  
          bills.  These unauthorized charges can be added on through  
          deceptive marketing techniques or through complicated billing  
          ordering forms.

          In the past deceptive marketing tactics like cramming have been  
          directed primarily to non-English speaking minority communities  
          like farmworkers to force them to pay for products and services  
          that they don't need or in some cases never received.

          Prior examples of marketing abuses that led to the passage of  
          legislation preventing cramming was in 1987 where SBC/Pacific  
          Bell was forced to pay $83 million in fines and consumer refunds  
          for engaging in deceptive marketing practices.  In that case the  
          California Public Utilities Commission (CPUC) found that the  
          company had unfairly targeted farmworkers, recent immigrants and  
          other limited English speakers that could not read their bills  
          proficiently enough to know that they were being charged for  
          expensive custom calling features that they neither wanted or  
          needed.

          In the case of other telephone carriers like WorldCom (now MCI)  
          in 2000 at least seven states filed consumer protection lawsuits  
          against it for misleading and deceiving consumers with its  
          advertising and other marketing practices.  The Attorney General  
          of California at that time said that WorldCom's "Five Cents  
          Everyday" calling plan and other services had misleading  
          advertisements and that the company was billing customers for  
          services that were not specifically authorized.

           This bill seems to establish different types of disclosure  
          requirements for consumers depending upon how the consumer  
          ordered the product or service.   This bill, as it reads,  
          requires that telephone carriers only have to provide proper  
          disclosure for the essential terms of the agreement that the  
          customer signs for a product or service.

          This bill narrows the requirements of existing law by excluding  
          proper consumer disclosure under the following conditions, which  
          are mainly in reference to written or oral solicitations and/or  
          product or service ordering forms:









                                                                  AB 2799
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             a)   If a customer who has received a written solicitation  
               for a product or service mails back an order form that is  
               not binding to the telephone carrier.  The written  
               solicitation or the ordering form is not subject to the  
               disclosure requirements of this bill.

             b)   If a customer has first requesting more information on a  
               product or service, which can be satisfied by filling out  
               the ordering form in the written solicitation that was sent  
               to them.  Anything pertaining to the request for  
               information or the subsequent information and ordering form  
               sent by the telephone company would be exempt from the  
               disclosure requirements in this bill.

           Having up front clarity in written or oral solicitations or in  
          order forms is necessary for consumer protection.   Current  
          industry practice is to have the consumer sign an initial  
          contract for a product or a service.  For example, in the  
          landline industry a consumer calls the telephone company to  
          initiate service which entails a credit check and other billing  
          processing requirements if the consumer has never been with them  
          before.  After receiving the initial service the consumer may  
          upgrade or purchase new services or products like digital  
          subscriber service (DSL) by simply calling their telephone  
          company and ordering the service over the phone without ever  
          having signed a contract.  This can conceivably apply to  
          ordering any type of service or product as long as the  
          telecommunication company has your initial billing information.

          By eliminating any requirement that written or oral  
          solicitations or order forms be unambiguous and legible this  
          bill creates a situation where the consumer is only able to be  
          protect themselves from deceptive marketing tactics during the  
          initial contract agreement process.

           This bill requires that the burden of proof lay with the  
          consumer regarding whether a product or service was authorized  
          through a contract or through a pattern of usage.   This bill  
          puts the onus on the consumer to know before signing the  
          contract on what the financial consequences may be for any  
          violation.

          Existing law specifies that in the case of a dispute regarding  
          an unverified charge for a product or service not being  









                                                                  AB 2799
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          authorized the consumer is assumed to not be responsible for the  
          charge unless the telephone carrier can rebut the claim.  This  
          doesn't apply to consumers who use direct dialed  
          telecommunication services because the fact that they dialed the  
          number shows they authorized the service.

           This bill only requires contracts to be in same language as the  
          solicitation materials, which doesn't help minority communities  
          to better understand what they are agreeing to purchase.   This  
          bill deletes the requirement that telephone carriers be required  
          to provide written order forms for products or services in the  
          same language that was used to market them, regardless of  
          whether the marketing was done through mail or phone.  This was  
          enacted to prevent marketing abuse by telephone carriers against  
          minority communities who were sold a product or service in their  
          native language but received the order form in English, which  
          prevented them from being properly informed before filling it  
          out.

          This bill does require a consumer to be provided with a contract  
          in the same language as the solicitation materials but doesn't  
          specify whether this requirement should apply to just written  
          solicitations or all types.

           Landline carriers are concerned that the change in existing law  
          to require that contracts must be in the same language as the  
          solicitation might be too cost prohibitive and unworkable.   Some  
          landline carriers have expressed concern regarding the language  
          in this bill that requires contracts signed by the consumer to  
          be in 10-point type and in the same language as the  
          solicitation.  The concern stems from how a multinational  
          telecommunications company who markets to a broad range of  
          ethnic communities is going to be able to track what language  
          the marketing solicitation was in and match it with the contract  
          sent to a existing or prospective customer.

          If this bill were passed the end result may be to force  
          telecommunications companies to only market in one language,  
          which would be English, to prevent not being in compliance with  
          the statute.  If this results it would hurt minorities and  
          non-English speaking communities because they would not be able  
          to accurately decipher or comprehend the details of products or  
          services that are being offered to them possibly creating more  
          opportunities for deceptive marketing tactics.










                                                                  AB 2799
                                                                  Page F
           The main intent of this bill is to remove constraints that are  
          imposed on wireless service providers as a result of existing  
          law or proposed CPUC regulations.   Wireless carriers currently  
          operate under a competitive market with minimal state regulatory  
          interference.  The statute that this bill is trying to amend has  
          been in place to govern consumer disclosure requirements for  
          telecommunication services and products since the passage of SB  
          378 (Peace), Chapter 1041, Statutes of 1998, which established  
          rules to prevent cramming.

          The wireless carriers are seeking to target this section of the  
          Public Utilities Code because of a quasi-legislative regulatory  
          proceeding under way at CPUC.  In 2002 CPUC issued a draft  
          decision and a proposed general order on "  Rules Governing  
          Telecommunications Consumer Protection"  that used as one of its  
          foundation the code section that this bill seeks to alter.   
          Currently, CPUC has yet to vote on the revised draft decision on  
          the Consumer Bill of Rights but according to the wireless  
          industry the costs that are likely to be associated with  
          compliance of the rules is estimated to be about $5.74 per  
          subscriber per month.  Given that the average revenue per  
          customer per month for the wireless industry was about $53.76 in  
          2002, the costs associated with compliance is equivalent to 20  
          percent of revenues for the companies.

          The industry points out that this bill makes clarifying  
          technical changes to existing law to provide for reasonableness  
          and pragmatism with regard to its application.  Under existing  
          law Section 2890 (b) requires all forms of advertising, whether  
          it be on buses, billboards or on television, to be in 10-point  
          type.  The industry points out that the font size requirement  
          defeats the purpose of advertising, which is to provide  
          information to the public to assist them in making choices.

           Key point to note is that existing law doesn't preclude  
          advertisements from being larger than 10-point type.   The  
          proponents argue that existing law limits their ability to  
          advertise to customers because of the 10-point type requirement.  
           While it is understandable that any statute requiring  
          advertisement on billboards, buses, or other venues to be  
          10-point type is ridiculous the  existing law  specifically says  
          the following, "written orders and written solicitation  
          materials shall be unambiguous, legible, and in a minimum of  
          10-point type."










                                                                  AB 2799
                                                                  Page G
           Opponents argue that proper disclosure requirements and other  
          rules of the road are necessary in even the most competitive  
          marketplace.   The opponents point out that already the sales of  
          most products and services - such as food, appliances, airline  
          seats, financial services, stocks and bonds, and health care -  
          are governed by consumer protection and disclosure regulations.   
          These regulations give consumers better information about price  
          and service quality and allow them to easily move from one  
          competitor to another, making markets more competitive and  
          efficient.  

           The statutory construction of this bill should be made better.    
          Committee staff recommends that Section 2890 (b) of this bill be  
          broken into separate paragraphs to make it more legible.

           REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           
          Verizon Wireless (sponsor)
          Cellular Telecommunications & Internet Association

           Opposition 
           
          None on file.
           

          Analysis Prepared by  :    Daniel Kim / U. & C. / (916) 319-2083