BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 1176
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          Date of Hearing:  April 5, 2005

                           ASSEMBLY COMMITTEE ON JUDICIARY
                                  Dave Jones, Chair
                  AB 1176 (Tran) - As Introduced: February 22, 2005
                                           
          SUBJECT  :  ARBITRATION: LEGAL STANDARDS AND JUDICIAL REVIEW

           KEY ISSUE  :  SHOULD PRIVATE ARBITRATION RULES BE CHANGED TO ALLOW  
          SOME SOPHISTICATED PARTIES - BUT NOT CONSUMERS AND OTHERS  
          SUBJECT TO MANDATORY ARBITRATION - TO HAVE THE PROTECTIONS OF  
          LAW AND EVIDENCE AS WELL AS THE RIGHT TO JUDICIAL REVIEW?

                                      SYNOPSIS
          
          This bill would allow, but not require, decisions in private  
          arbitration to be supported by law and substantial evidence, and  
          permit a court to vacate the award if it is not supported by  
          substantial evidence or is based on an error of law.  Supporters  
          contend that these protections are essential to due process, and  
          that without these rights the outcome of a dispute is wholly  
          unpredictable.  Consumer Attorneys of California agrees that the  
          lack of legal rights and protections in private arbitration can  
          be a fundamental shortcoming of that system, among other  
          problems, but that it is unfair to relieve only sophisticated  
          parties of these burdens while consumers and employees would  
          continue to be deprived of their constitutional and other legal  
          rights.  Other opponents comment that these fundamental  
          distinctions between arbitration and public courts are  
          advantageous and intentional features of the system that must be  
          preserved, and that the bill could have the affect of increasing  
          costs and litigation and diminishing representation by counsel.   


           SUMMARY  :  Revises the rules of private arbitration.   
          Specifically,  this bill  allows parties to any contract to agree  
          in writing that in any arbitration to resolve a dispute relating  
          to the contract, the arbitrator's award shall be supported by  
          law and substantial evidence, and if the agreement so provides,  
          a court shall vacate the award if after review of the award it  
          determines either that the award is not supported by substantial  
          evidence or that it is based on an error of law.

           EXISTING LAW:  









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          1)Permits arbitrators to disregard the law and/or the evidence  
            in rendering their decisions. Awards may be enforced by the  
            court, even if they are legally and factually erroneous.   
            (Moncharsh v. Heily & Blase et al, 3 Cal.4th 1 (1992).) 

          2)Allows private arbitrators to issue binding decisions that are  
            legally enforceable but essentially unreviewable by a court;  
            there is no appeal from an arbitrator's decision to a public  
            court, even if the arbitration agreement expressly provides  
            for judicial review.  (Crowell v. Downey Community Hospital  
            Foundation, 95 Cal. App. 4th 730 (2002).)

          3)Allows arbitrators to conduct arbitrations without allowing  
            for discovery, complying with the rules of evidence, or  
            explaining their decisions in written opinions.  (Code of  
            Civil Procedure Sections 1283.1; 1282.2; 1283.4.)

          4)Allows arbitrators substantial if not absolute immunity from  
            civil liability for acts relating to their decisions, even in  
            the case of bias, fraud, corruption or other violation of law.  
             (Baar v. Tigerman, 140 Cal. App. 3d 979 (1983).)

          5)Limits the relief that a court may grant to an arbitral party,  
            no matter what misconduct has taken place in the arbitration,  
            to potential vacatur of the award and returning the parties to  
            further arbitration, perhaps with the same arbitrator or  
            arbitration company.  The grounds on which an arbitrator's  
            decision may be vacated are narrow and the standards for  
            vacatur are high.  (Code of Civil Procedure Section 1282.6.)

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

           COMMENTS  :  In support of the bill, the author states:

               Contractual arbitration clauses have consumed the  
               commercial world, particularly with respect to contracts  
               providing for personal services.  Case law has established  
               that an arbitrator (1) is not required to have any  
               particular qualifications, (2) is not required to base the  
               decision upon California law, (3) is not required to render  
               a statement of decision, and (4) may render decisions that  
               are final, binding and not reviewable by anyone.  

               More sophisticated parties tend to include in the  








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               arbitration clause a provision that the arbitrator be  
               required to follow the law, and that the decision of the  
               arbitrator shall be reviewable by a court of law.  With  
               this assurance, parties are able to more accurately predict  
               the outcome of a dispute regarding the agreement, since the  
               outcome will be determined by well-established maxims of  
               law.  Without this assurance, the outcome of a dispute is  
               totally unpredictable.

          The sponsor adds: "The right to have a decision supported by law  
          and substantial evidence is an important due process right that  
          parties should not be forced to waive merely because they elect  
          to have contractual arbitration."

          Further in support of the bill, the sponsor points to the  
          dissenting opinion in the case this bill would overrule.  The  
          existing law, it is argued, "will discourage people from  
          agreeing to arbitrate, which is the exact opposite of  
          California's public policy.  Most arbitration proceedings are  
          conducted fairly, economically, and expeditiously by arbitrators  
          who are experts in their field.  [T]here [may be] literally  
          hundreds of cases annually that do not go into arbitration  
          because attorneys or parties are fearful of receiving an  
          arbitrary result that is totally final, without the safety net  
          of judicial review.  If my position were followed, those who do  
          not want arbitration with expanded judicial review would not  
          have to opt for it.  However, those who do wish it--and would  
          otherwise be unwilling to arbitrate--may do so."  Crowell v.  
          Downey Community Hospital Foundation, 95 Cal. App. 4th 730,  
          741-42 (2002).

           Background: Private Arbitration Is Radically Different From  
          Public Courts Where Constitutional and Other Legal Rights And  
          Safeguards Exist To Protect The Fairness and Integrity Of The  
          Process  .  As this Committee has frequently discussed, private  
          arbitration is a mostly "anything goes" private-court system  
          where constitutional and other honored legal rights and  
          safeguards do not follow.  Arbitrators need not be lawyers.   
          Arbitration is conducted in secret, without public scrutiny.   
          Unlike courts, arbitrators need not allow full discovery, comply  
          with the rules of evidence, or explain their decisions in  
          written opinions as public judges do.  Arbitrators issue  
          decisions that are legally binding but effectively unreviewable  
          by a court; there is no appeal from an arbitrator's decision to  
          a public court - even if the arbitration agreement expressly  








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          provides for judicial review.  Arbitration awards are upheld  
          even if they demonstrate patent disregard for the law or the  
          facts of the case.  

          Remarkably, private arbitration companies are largely  
          unregulated and may maintain undisclosed business and personal  
          relationships and other potential conflicts of interest with  
          corporate parties that may disadvantage employees.  Legislative  
          efforts to require disclosure of these potential conflicts of  
          interest have been opposed by the arbitration companies.

          Perhaps surprisingly, in light of the lack of legal standards  
          and protections in private arbitration,  arbitrators and their  
          private judging companies assert absolute immunity from civil  
          liability for acts relating to their decisions - even in the  
          case of bias, fraud, corruption or other violations of law.   
          Legislative efforts to constrain that immunity so that it is no  
          broader than the immunity enjoyed by public judges have been  
          vigorously battled by the private arbitration industry.  The  
          relief that a court may grant to an arbitral party - no matter  
          what misconduct has taken place in the arbitration - is limited  
          to vacating the award and returning the parties to further  
          arbitration, perhaps with the same arbitrator or arbitration  
          company.  In addition, the grounds on which an arbitrator's  
          decision may be vacated are narrow and the standards for vacatur  
          are high. 

          Of course, private arbitration is neither inherently inferior  
          nor superior to civil litigation as a mechanism for dispute  
          resolution.  Proponents of arbitration contend that it is  
          advantageous to both plaintiffs and defendants because it is  
          cheaper, faster, and more flexible than litigation, has the  
          potential to relieve overcrowded court dockets, and leads to  
          results that are more satisfying for the disputants.  For those  
          reasons, among others, arbitration is said to be preferred by  
          many.  Certainly parties ought to have every right to  
          voluntarily choose to engage in private arbitration, among other  
          methods of dispute resolution, if they prefer it to civil  
          litigation. 
           
           Consumers, Employees And Other Parties Can Be Forced Into  
          Binding Mandatory Arbitration.   Despite concerns about the  
          potential unfairness of private arbitration and the virtually  
          unfettered discretion of private arbitrators, courts have  
          largely enforced mandatory arbitration clauses against  








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          consumers, employees and others and protect arbitrators and  
          private judging companies from legal responsibility for their  
          conduct.   Interestingly, there have been some recent  
          legislative efforts to prohibit mandatory arbitration in some  
          circumstances.  As with AB 1176, however, these efforts have  
          gained momentum only with respect to businesses, not consumers  
          or employees.  For example, controversy about the use of  
          mandatory private arbitration led Congress last year to adopt  
          legislation, signed by President Bush, prohibiting such  
          arrangements in franchise agreements between car dealers and  
          auto manufacturers - although not between car dealers and their  
          consumers.  Like the auto dealers, farmers are seeking a similar  
          ban on mandatory arbitration under a bill with bipartisan  
          support in Congress.  
           
           Legislative Efforts To Make Arbitration Voluntary Have Been  
          Defeated.   Last session, AB 1715 (Judiciary) would have  
          precluded employers who are covered by the Fair Employment and  
          Housing Act (FEHA) from imposing arbitration clauses and  
          otherwise demanding involuntary waivers of FEHA rights from  
          employees and applicants as a condition of employment.  That  
          bill, like its predecessor, SB 1538 (Burton) of 2002, was  
          opposed by business groups and vetoed by the Governor.   
          Similarly, AB 1448 (Liu) of 2003 would have prohibited mandatory  
          pre-dispute arbitration clauses and other waivers of elder and  
          dependent adult abuse laws as a condition of admission to long  
          term care facilities.  In the face of industry opposition, the  
          author ultimately decided not to pursue that measure.  A similar  
          fate befell SB 211 (Dunn) which would have prohibited  
          pre-dispute arbitration clauses in admission agreements between  
          residents and "assisted living" facilities.  The story has been  
          the same for related measures in prior legislative sessions.

           This Bill Would Allow Sophisticated Parties With Equal  
          Bargaining Power To Opt-Out Of Some Of The Inherent Features Of  
          Private Arbitration That Are Alleged To Be Unfair, But Would  
          Leave Consumers, Employees And Other Persons Stuck In The  
          Existing Scheme.   As the sponsor notes below, this bill would  
          allow - but not require - arbitration contracts to dictate that  
          the arbitrator adhere to the law and the evidence, and give a  
          right to judicial review of the arbitrator's award.  In  
          opposition to the bill, Consumer Attorneys of California (CAOC)  
          argues that it offers only a "piecemeal" approach, without  
          addressing the real problems of private arbitration and, "in  
          fact, impliedly approves the practice of forcing consumers into  








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          these contracts."  CAOC contends that private arbitration has  
          many shortcomings compared to the civil justice system.  CAOC  
          states, "AB 1176 attempts to deal with two of these issues:  the  
          lack of a requirement that arbitrators follow the law and the  
          lack of real appellate rights.  While we agree that both are  
          astonishingly shocking, AB 1176 is not the answer."  CAOC states  
          that the only real solution to mandatory pre-dispute binding  
          arbitration provisions in consumer contracts is to prohibit  
          them.

           Would This Bill Increase Litigation And Costs And Therefore  
          Diminish Consumer Access To Legal Counsel In Private  
          Arbitration?   The California Dispute Resolution Council (CDRC),  
          representing the arbitration industry, opposes the bill on the  
          grounds that it will promote court appeals of arbitrator awards,  
          leading to increased cost and potentially deterring attorneys  
          from representing consumers and employees in some arbitrations.   


          The sponsor rebuts this argument as follows:  "At outset, it is  
          important to understand that this bill would affect only  
          arbitrations where both parties have expressly agreed in writing  
          that the arbitration award may be subject to judicial review.   
          Most consumer and employee contracts are drafted by the business  
          entity or employer, who would be unlikely to include a provision  
          for judicial review in the arbitration clause ? since it would  
          not necessarily be in the best interest of the person with the  
          superior bargaining power to include this provision in the  
          arbitration agreement.  The reason is that the provision could  
          cut both ways, i.e., a consumer or employee would also have the  
          right to seek judicial review, which is a result that most  
          businesses and employers seek to avoid."

           If Supporters Are Correct That This Bill Would Leave The  
          Resolution Of Disputes To The Civil Justice System, Would That  
          Not Achieve The Supporters Goals Of Ensuring Legal Rights And  
          Judicial Review?   Supporters argue that parties should be able  
          to reserve the right to have their dispute decided in accordance  
          with the law if they wish to do so.  The alternative, they note,  
          is to have no arbitration clause in the agreement whatsoever,  
          which means the dispute on the agreement must be decided by a  
          court.  A similar argument was made in the Crowell dissent.  And  
          yet, paradoxically, resolution of disputes by the civil justice  
          system would afford parties the right to have their disputes  
          resolved by application of the law and the standards of  








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          evidence, and guarantee the right to judicial review of the  
          decision by the fact-finder, as this bill seeks.

          This Measure Has Been Criticized By Committees And Offices Of  
          The State Bar.   The California State Bar Committee on  
          Alternative Dispute Resolution argued against this proposal when  
          it was advocated for adoption by resolution of the Board of  
          Governors.  The ADR Committee commented: "The California  
          Arbitration Act provides specific grounds upon which courts are  
          authorized to review and vacate an arbitration award.  The  
          intent of the Act itself would be severely compromised if  
          judicial review of the merits of the case were permitted.  The  
          legislative intent of the Act is to insure a speedy and less  
          costly resolution while providing finality of decision. ? This  
          change would negate the intent of the Act and result in an  
          increased burden on the courts. ? Additionally, the costs of  
          arbitration would substantially increase as parties begin to  
          require court reporters be present in such arbitrations.  Those  
          unhappy with the result of arbitration would request review as a  
          matter of delay or leverage in negotiating a new settlement."

          The State Bar Office of Mandatory Fee Arbitration likewise  
          argued against the measure's adoption by the Board of Governors  
          on the ground that it would negatively impact attorney's fees  
          arbitrations.

           REGISTERED SUPPORT / OPPOSITION :   

           Support 
           
          W. Patrick O'Keefe, Jr., Orange County Bar Association (sponsor)
          1 individual

           Opposition 
           
          California Dispute Resolution Council
          Consumer Attorneys of California
           
          Analysis Prepared by  :  Kevin G. Baker / JUD. / (916) 319-2334