Florida Senate - 2015                        COMMITTEE AMENDMENT
       Bill No. CS for SB 1048
       
       
       
       
       
       
                                Ì4858145Î485814                         
       
                              LEGISLATIVE ACTION                        
                    Senate             .             House              
                  Comm: RCS            .                                
                  04/06/2015           .                                
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       Appropriations Subcommittee on Transportation, Tourism, and
       Economic Development (Diaz de la Portilla) recommended the
       following:
       
    1         Senate Amendment (with title amendment)
    2  
    3         Delete everything after the enacting clause
    4  and insert:
    5         Section 1. Present paragraph (h) of subsection (10) of
    6  section 320.64, Florida Statutes, is redesignated as paragraph
    7  (i), a new paragraph (h) is added to that subsection, present
    8  paragraph (h) of subsection (10) and subsections (25) and (26)
    9  of that section are amended, and subsections (39), (40), and
   10  (41) are added to that section, to read:
   11         320.64 Denial, suspension, or revocation of license;
   12  grounds.—A license of a licensee under s. 320.61 may be denied,
   13  suspended, or revoked within the entire state or at any specific
   14  location or locations within the state at which the applicant or
   15  licensee engages or proposes to engage in business, upon proof
   16  that the section was violated with sufficient frequency to
   17  establish a pattern of wrongdoing, and a licensee or applicant
   18  shall be liable for claims and remedies provided in ss. 320.695
   19  and 320.697 for any violation of any of the following
   20  provisions. A licensee is prohibited from committing the
   21  following acts:
   22         (10)
   23         (h) If an applicant or licensee offers any bonus,
   24  incentive, rebate, or other program, standard, or policy that is
   25  available to a motor vehicle dealer in this state and that is
   26  premised, wholly or in part, on dealer facility improvements,
   27  renovations, expansion, remodeling, alterations, or installation
   28  of signs or other image elements, a motor vehicle dealer who
   29  completes an approved facility in reliance upon such offer shall
   30  be deemed to be in full compliance with all of the applicant’s
   31  or licensee’s requirements related to facility, sign, and image
   32  for the duration of a 10-year period following such completion.
   33  If, during the 10-year period, the applicant or licensee
   34  establishes a program, standard, or policy that offers a new
   35  bonus, incentive, rebate, or other benefit, a motor vehicle
   36  dealer that completed an approved facility in reliance upon the
   37  prior program, standard, or policy but does not comply with the
   38  provisions related to facility, sign, or image under the new
   39  program, standard, or policy, except as hereinafter provided,
   40  may not be eligible for benefits under the provisions related to
   41  facility, sign, or image of the new program, standard, or
   42  policy, but shall remain entitled to all the benefits under the
   43  older program, standard, or policy, plus any increase in the
   44  benefits between the old and new programs, standards, or
   45  policies during the remainder of the 10-year period. Nothing
   46  contained in this subsection shall in any way obviate, affect,
   47  or alter the provisions of subsection (38).
   48         (i)(h) A violation of paragraphs (b)-(h) (b) through (g) is
   49  not a violation of s. 320.70 and does not subject any licensee
   50  to any criminal penalty under s. 320.70.
   51         (25) The applicant or licensee has undertaken or engaged in
   52  an audit of warranty, maintenance, and other service-related
   53  payments or incentive payments, including payments to a motor
   54  vehicle dealer under any licensee-issued program, policy, or
   55  other benefit, which previously have been paid to a motor
   56  vehicle dealer in violation of this section or has failed to
   57  comply with any of its obligations under s. 320.696. An
   58  applicant or licensee may reasonably and periodically audit a
   59  motor vehicle dealer to determine the validity of paid claims as
   60  provided in s. 320.696. Audits of warranty, maintenance, and
   61  other service-related payments shall be performed by an
   62  applicant or licensee only during the 12-month 1-year period
   63  immediately following the date the claim was paid. Audits Audit
   64  of incentive payments shall only be performed only during the
   65  12-month for an 18-month period immediately following the date
   66  the incentive was paid. As used in this section, the term
   67  “incentive” includes any bonus, incentive, or other monetary or
   68  nonmonetary thing of value. After such time periods have
   69  elapsed, all warranty, maintenance, and other service-related
   70  payments and incentive payments shall be deemed final and
   71  incontrovertible for any reason notwithstanding any otherwise
   72  applicable law, and the motor vehicle dealer shall not be
   73  subject to any charge-back or repayment. An applicant or
   74  licensee may deny a claim or, as a result of a timely conducted
   75  audit, impose a charge-back against a motor vehicle dealer for
   76  warranty, maintenance, or other service-related payments or
   77  incentive payments only if the applicant or licensee can show
   78  that the warranty, maintenance, or other service-related claim
   79  or incentive claim was false or fraudulent or that the motor
   80  vehicle dealer failed to substantially comply with the
   81  reasonable written and uniformly applied procedures of the
   82  applicant or licensee for such repairs or incentives, but only
   83  for that portion of the claim so shown. Notwithstanding the
   84  terms of any franchise agreement, guideline, program, policy, or
   85  procedure, an applicant or licensee may deny or charge back only
   86  that portion of a warranty, maintenance, or other service
   87  related claim or incentive claim which the applicant or licensee
   88  has proven to be false or fraudulent or for which the dealer
   89  failed to substantially comply with the reasonable written and
   90  uniformly applied procedures of the applicant or licensee for
   91  such repairs or incentives, as set forth in this subsection. An
   92  applicant or licensee may not charge back a motor vehicle dealer
   93  back subsequent to the payment of a warranty, maintenance, or
   94  service-related claim or incentive claim unless, within 30 days
   95  after a timely conducted audit, a representative of the
   96  applicant or licensee first meets in person, by telephone, or by
   97  video teleconference with an officer or employee of the dealer
   98  designated by the motor vehicle dealer. At such meeting the
   99  applicant or licensee must provide a detailed explanation, with
  100  supporting documentation, as to the basis for each of the claims
  101  for which the applicant or licensee proposed a charge-back to
  102  the dealer and a written statement containing the basis upon
  103  which the motor vehicle dealer was selected for audit or review.
  104  Thereafter, the applicant or licensee must provide the motor
  105  vehicle dealer’s representative a reasonable period after the
  106  meeting within which to respond to the proposed charge-backs,
  107  with such period to be commensurate with the volume of claims
  108  under consideration, but in no case less than 45 days after the
  109  meeting. The applicant or licensee is prohibited from changing
  110  or altering the basis for each of the proposed charge-backs as
  111  presented to the motor vehicle dealer’s representative following
  112  the conclusion of the audit unless the applicant or licensee
  113  receives new information affecting the basis for one or more
  114  charge-backs and that new information is received within 30 days
  115  after the conclusion of the timely conducted audit. If the
  116  applicant or licensee claims the existence of new information,
  117  the dealer must be given the same right to a meeting and right
  118  to respond as when the charge-back was originally presented.
  119  After all internal dispute resolution processes provided through
  120  the applicant or licensee have been completed, the applicant or
  121  licensee shall give written notice to the motor vehicle dealer
  122  of the final amount of its proposed charge-back. If the dealer
  123  disputes that amount, the dealer may file a protest with the
  124  department within 30 days after receipt of the notice. If a
  125  protest is timely filed, the department shall notify the
  126  applicant or licensee of the filing of the protest, and the
  127  applicant or licensee may not take any action to recover the
  128  amount of the proposed charge-back until the department renders
  129  a final determination, which is not subject to further appeal,
  130  that the charge-back is in compliance with the provisions of
  131  this section. In any hearing pursuant to this subsection, the
  132  applicant or licensee has the burden of proof that its audit and
  133  resulting charge-back are in compliance with this subsection.
  134         (26) Notwithstanding the terms of any franchise agreement,
  135  including any licensee’s program, policy, or procedure, the
  136  applicant or licensee has refused to allocate, sell, or deliver
  137  motor vehicles; charged back or withheld payments or other
  138  things of value for which the dealer is otherwise eligible under
  139  a sales promotion, program, or contest; prevented a motor
  140  vehicle dealer from participating in any promotion, program, or
  141  contest; or has taken or threatened to take any adverse action
  142  against a dealer, including charge-backs, reducing vehicle
  143  allocations, or terminating or threatening to terminate a
  144  franchise because the dealer sold or leased a motor vehicle to a
  145  customer who exported the vehicle to a foreign country or who
  146  resold the vehicle, unless the licensee proves that the dealer
  147  knew or reasonably should have known that the customer intended
  148  to export or resell the motor vehicle. There is a rebuttable
  149  presumption that the dealer neither knew nor reasonably should
  150  have known of its customer’s intent to export or resell the
  151  vehicle if the vehicle is titled or registered in any state in
  152  this country. A licensee may not take any action against a motor
  153  vehicle dealer, including reducing its allocations or supply of
  154  motor vehicles to the dealer, or charging back a dealer for an
  155  incentive payment previously paid, unless the licensee first
  156  meets in person, by telephone, or video conference with an
  157  officer or other designated employee of the dealer. At such
  158  meeting, the licensee must provide a detailed explanation, with
  159  supporting documentation, as to the basis for its claim that the
  160  dealer knew or reasonably should have known of the customer’s
  161  intent to export or resell the motor vehicle. Thereafter, the
  162  motor vehicle dealer shall have a reasonable period,
  163  commensurate with the number of motor vehicles at issue, but not
  164  less than 15 days, to respond to the licensee’s claims. If,
  165  following the dealer’s response and completion of all internal
  166  dispute resolution processes provided through the applicant or
  167  licensee, the dispute remains unresolved, the dealer may file a
  168  protest with the department within 30 days after receipt of a
  169  written notice from the licensee that it still intends to take
  170  adverse action against the dealer with respect to the motor
  171  vehicles still at issue. If a protest is timely filed, the
  172  department shall notify the applicant or licensee of the filing
  173  of the protest, and the applicant or licensee may not take any
  174  action adverse to the dealer until the department renders a
  175  final determination, which is not subject to further appeal,
  176  that the licensee’s proposed action is in compliance with the
  177  provisions of this subsection. In any hearing pursuant to this
  178  subsection, the applicant or licensee has the burden of proof on
  179  all issues raised by this subsection. An applicant or licensee
  180  may not take any adverse action against a motor vehicle dealer
  181  because the dealer sold or leased a motor vehicle to a customer
  182  who exported the vehicle to a foreign country or who resold the
  183  vehicle unless the applicant or licensee provides written
  184  notification to the motor vehicle dealer of such resale or
  185  export within 12 months after the date the dealer sold or leased
  186  the vehicle to the customer.
  187         (39) Notwithstanding the terms of any agreement, program,
  188  incentive, bonus, policy, or rule, an applicant or licensee
  189  fails to make any payment pursuant to any of the foregoing for
  190  any temporary replacement motor vehicle loaned, rented, or
  191  provided by a motor vehicle dealer to or for its service or
  192  repair customers, even if the temporary replacement motor
  193  vehicle has been leased, rented, titled, or registered to the
  194  motor vehicle dealer’s rental or leasing division or an entity
  195  that is owned or controlled by the motor vehicle dealer,
  196  provided that the motor vehicle dealer or its rental or leasing
  197  division or entity complies with the written and uniformly
  198  enforced vehicle eligibility, use, and reporting requirements
  199  specified by the applicant or licensee in its agreement,
  200  program, policy, bonus, incentive or rule relating to loaner
  201  vehicles.
  202         (40) Notwithstanding the terms of any franchise agreement,
  203  the applicant or licensee has required or coerced, or attempted
  204  to require or coerce, a motor vehicle dealer to purchase goods
  205  or services from a vendor selected, identified, or designated by
  206  the applicant or licensee, or one of its parents, subsidiaries,
  207  divisions, or affiliates, by agreement, standard, policy,
  208  program, incentive provision, or otherwise, without making
  209  available to the motor vehicle dealer the option to obtain the
  210  goods or services of substantially similar design and quality
  211  from a vendor chosen by the motor vehicle dealer. If the motor
  212  vehicle dealer exercises such option, the dealer must provide
  213  written notice of its desire to use the alternative goods or
  214  services to the applicant or licensee, along with samples or
  215  clear descriptions of the alternative goods or services that the
  216  dealer desires to use. The licensee or applicant shall have the
  217  opportunity to evaluate the alternative goods or services for up
  218  to 30 days to determine whether it will provide a written
  219  approval to the motor vehicle dealer to use said alternative
  220  goods or services. Approval may not be unreasonably withheld by
  221  the applicant or licensee. If the motor vehicle dealer does not
  222  receive a response from the applicant or licensee within 30
  223  days, approval to use the alternative goods or services shall be
  224  deemed granted. If a dealer using alternative goods or services
  225  complies with the terms of this subsection and has received
  226  approval from the licensee or applicant, the dealer shall not be
  227  ineligible for all benefits described in the agreement,
  228  standard, policy, program, incentive provision, or otherwise
  229  solely for having used such alternative goods or services. As
  230  used in this subsection, the term “goods or services” is limited
  231  to such goods and services used to construct or renovate
  232  dealership facilities, or furniture and fixtures at the
  233  dealership facilities. The term does not include:
  234         (a)Any intellectual property of the applicant or licensee,
  235  including signage incorporating the applicant’s or licensee’s
  236  trademark or copyright, or facility or building materials, to
  237  the extent that the applicant’s or licensee’s trademark is
  238  displayed thereon;
  239         (b) Any special tool and training as required by the
  240  licensee or applicant;
  241         (c) Any part to be used in repairs under warranty
  242  obligations of an applicant or licensee;
  243         (d) Any good or service paid for entirely by the applicant
  244  or licensee; or
  245         (e) Any applicant’s or licensee’s design or architectural
  246  review service.
  247         (41)(a) The applicant or licensee, by agreement, policy,
  248  program, standard, or otherwise, requires a motor vehicle
  249  dealer, directly or indirectly, to advance or pay for, or to
  250  reimburse the applicant or licensee for, any costs related to
  251  the creation, development, showing, placement, or publication in
  252  any media of any advertisement for a motor vehicle; requires a
  253  motor vehicle dealer to participate in, contribute to, affiliate
  254  with, or join a dealer advertising or marketing group, fund,
  255  pool, association, or other entity; or takes or threatens to
  256  take any adverse action against a motor vehicle dealer that
  257  refuses to join or participate in such group, fund, pool,
  258  association, or other entity. As used in this subsection, the
  259  term “adverse action” includes, but is not limited to, reducing
  260  allocations, charging fees for a licensee’s or dealer’s
  261  advertising or a marketing group’s advertising or marketing,
  262  terminating or threatening to terminate the motor vehicle
  263  dealer’s franchise agreement, reducing any incentive for which
  264  the motor vehicle dealer is eligible, or engaging in any action
  265  that fails to take into account the equities of the motor
  266  vehicle dealer.
  267         (b) An applicant or licensee requires a dealer to
  268  participate in, or precludes a number of its motor vehicle
  269  dealers in a designated market area from establishing, a
  270  voluntary motor vehicle dealer advertising or marketing group,
  271  fund, pool, association, or other entity. Except as provided in
  272  an agreement, if a motor vehicle dealer chooses to form an
  273  independent advertising or marketing group, the applicant or
  274  licensee is not required to fund such group.
  275         (c) This subsection may not prohibit an applicant or
  276  licensee from offering advertising or promotional materials to a
  277  motor vehicle dealer for a fee or charge, as long as the use of
  278  such advertising or promotional materials is voluntary for the
  279  motor vehicle dealer.
  280  
  281  A motor vehicle dealer who can demonstrate that a violation of,
  282  or failure to comply with, any of the preceding provisions by an
  283  applicant or licensee will or can adversely and pecuniarily
  284  affect the complaining dealer, shall be entitled to pursue all
  285  of the remedies, procedures, and rights of recovery available
  286  under ss. 320.695 and 320.697.
  287         Section 2. This act applies to all franchise agreements
  288  entered into, renewed, or amended after October 1, 1988, except
  289  and to the extent that such application impairs valid
  290  contractual agreements in violation of the State Constitution or
  291  the United States Constitution.
  292         Section 3. This act shall take effect upon becoming a law.
  293  
  294  ================= T I T L E  A M E N D M E N T ================
  295  And the title is amended as follows:
  296         Delete everything before the enacting clause
  297  and insert:
  298                        A bill to be entitled                      
  299         An act relating to motor vehicle manufacturer
  300         licenses; amending s. 320.64, F.S.; providing that a
  301         motor vehicle dealer who received approval of a
  302         facility from an applicant or licensee within a
  303         specified timeframe is deemed to be in full compliance
  304         with facility-related requirements; providing that
  305         such motor vehicle dealer are entitled to certain
  306         benefits under certain circumstances; providing
  307         applicability; conforming a cross-reference; revising
  308         provisions related to an applicant or licensee who has
  309         undertaken or engaged in an audit of service-related
  310         payments or incentive payments; limiting the timeframe
  311         for the performance of such audits; defining the term
  312         “incentive”; authorizing an applicant or licensee to
  313         deny or charge back only the portion of a service
  314         related claim or incentive claim which the applicant
  315         or licensee has proven to be false or fraudulent or
  316         for which the dealer failed to substantially comply
  317         with certain procedures; prohibiting an applicant or
  318         licensee from taking adverse action against a motor
  319         vehicle dealer under certain circumstances;
  320         prohibiting an applicant or licensee from failing to
  321         make any payment due a motor vehicle dealer that
  322         substantially complies with the terms of a certain
  323         contract between the two parties regarding
  324         reimbursement for temporary replacement vehicles under
  325         certain circumstances; authorizing a motor vehicle
  326         dealer to purchase goods or services from a vendor
  327         chosen by the motor vehicle dealer, subject to certain
  328         requirements; defining the term “goods or services”;
  329         prohibiting an applicant or licensee from requiring a
  330         motor vehicle dealer to pay for certain advertising or
  331         marketing, or to participate in or affiliate with a
  332         dealer advertising or marketing entity; prohibiting an
  333         applicant or licensee from taking or threatening to
  334         take any adverse action against a motor vehicle dealer
  335         who refuses to join or participate in such entity;
  336         defining the term “adverse action”; providing that an
  337         applicant or licensee may not require a dealer to
  338         participate in, or may not preclude only a number of
  339         its motor vehicle dealers in a designated market area
  340         from establishing, a voluntary motor vehicle dealer
  341         advertising or marketing entity; providing that an
  342         applicant or licensee is not required to fund such an
  343         entity under certain circumstances; providing for
  344         retroactive applicability under certain circumstances;
  345         providing an effective date.