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Arbitration, Scope, Stay: Fifth District Agrees Equitable Issues Were Outside Scope Of Arbitration Agreement, And Arbitrable Claims Could Be Stayed

The Arbitration Provision Was Not Ambiguous.

        The arbitration provision in Eminence Healthcare, Inc. v. Centuri Health Ventures, LLC, et  al., F079993 (5th Dist.  2/2/22) (Franson, Hill, Pena), carved out equitable causes of action from arbitration. Because the Court of Appeal agreed the clause was unambiguous, the Court affirmed the trial court's decision that six equitable claims should be heard by the trial court. In an unpublished part of the opinion, the Court of Appeal agreed that the arbitration of the remaining arbitrable claims was  properly stayed because the resolution of the litigated claims might dispose of the need to arbitrate.

Arbitration, Construction Of Scope Of Agreement: Second Dist.Div. 7 Reverses Arbitration Award Because Narrow Scope Of Arbitration Agreement Did Not Cover The Dispute

The Court Of Appeal Construes The Arbitration Provision As "Narrow" Rather Than "Broad."

        The Court of Appeal reverses confirmation of an arbitration award in Thomas Ahern et al. v. Asset Management Consultants, Inc., et al., B309935 (2/7  2/1/22) (Perluss, Segal, Feuer).

        The underlying dispute was between a co-tenant, Ahern, who purchased a co-tenant interest in an office building from Asset Management Consultants, who acquired the building from iStar. Asset Management Consultants compelled arbitration against Ahern based on an arbitration provision in the co-tenancy agreement. This was reversed on appeal, because Ahern's dispute with Asset Management Consultants did not "arise under" the co-tenancy agreement. The dispute related to representations made during the acquisition of the building, not to the management and operation of the building under the co-tenancy agreement.

       Arbitration clauses requiring a dispute to "arise under" an agreement are interpreted to be narrower in scope than clauses providing for arbitration of "any dispute" or clauses providing for disputes "arising from or related to" an agreement. The clause at issue here was construed to be a narrow one.

        COMMENT: It seems that  Ahern will get another bite out of the apple. But we don't know whether a judge will rule differently on the merits of the underlying dispute, or  whether the reversal of fortune will lead to a settlement.

Arbitration, Nonsignatories, Equitable Estoppel: Ninth Circuit Holds Nonsignatory BMW Could Not Enforce Dealer’s Arbitration Agreement With Customer

Nonsignatories Can Sometimes Enforce An Arbitration Agreement Based On A Third-Party Beneficiary Or  Equitable Estoppel Theory – But Such Was Not The Case Here.

         After Kim Ngo purchased a BMW that Ngo alleged was a lemon, BMW sought to enforce an arbitration agreement between the Dealer and Ngo, to which BMW was not a signatory. The trial court agreed that BMW was a third-party beneficiary that could enforce the agreement. The Ninth Circuit reversed.  A significant fact is that Ngo sued BMW for breach of warranty, but did not sue the Dealer under the agreement containing the arbitration provision. Ngo v. BMW of North America, No. 20-56027 (9th Cir.  1/13/22) (Parker, sitting by desig., Wardlaw, Hurwitz).

        For the three-part third-party beneficiary test applied by Judge Parker, which the panel concluded BMW failed, see Goonewardene v. ADP, LLC, 6 Cal. 5th 817 (2019) (third-party must benefit from contract; contracting parties must have "motivating purpose" to benefit third-party; enforcement must be consistent with "reasonable expectations" of the contracting parties and contract objectives).

        As to "equitable estoppel", (a) there was not concerted misconduct between BMW and the Dealer; (b) Ngo did not rely on contract terms or make claims closely intertwined with the contract. Under California law, the manufacturer's warranty is separate from the Dealer's contract terms.

 

Employment, Legislation, FAA Preemption: Can California Protect Employees From Mandatory Pre-Dispute Arbitration Agreements And Avoid Federal Preemption?

Paul Dubow And Marc Alexander Have Published An Article About FAA Preemption And California's AB 51.

        The article, entitled Can California Protect Employees From Entering Into Mandatory Pre-Dispute Arbitration Agreements?, appears in California Litigation, Vol. 34, No. 3 (2021). Paul Dubow is a seasoned mediator and arbitrator in the Bay Area, and Marc Alexander is your blogger.

        The article is republished here, with the permission of the California Lawyers Association and California Litigation, the journal of the Litigation Section of the CLA.

Pending Case, PAGA, FAA: Viking Cruises, Inc. v. Moriana Is A Case To Watch

The United States Supreme Court Granted Cert On December 15, 2022.

        The issue: "Whether the Federal Arbitration Act requires enforcement of a bilateral arbitration agreement providing that an employee cannot raise representative claims, including under the California Private Attorneys General Act."

        Readers of this blog will know that California courts have repeatedly ruled, following Iskanian, that employees cannot be forced to arbitrate PAGA representative claims. The basic reason underlying this conclusion is that PAGA representative claims are in the nature of qui tam actions, and therefore the interest of the state of California is involved. But since the state is not a party to the employee's arbitration agreement, arbitration of representative claims cannot be compelled. The issue before the United States Supreme Court is whether this "carve-out" of mandatory arbitration is preempted by the Federal Arbitration Act.

        COMMENT: I have been publishing this blog since 2012, and I don't think I have ever before predicted the outcome of a case. This time, I'm going to stick my neck out and predict that the Supreme Court's decision, given the current composition of the court and its decision to take the case, will not go well for the employee. We shall see. If my prediction proves to be accurate, I will let you know. And if I'm wrong . . . well, we'll see.