SENATE BILL No. 959

 

 

December 6, 2007, Introduced by Senators HUNTER, CLARKE, OLSHOVE, SCOTT, BRATER, BASHAM and CLARK-COLEMAN and referred to the Committee on Banking and Financial Institutions.

 

 

 

     A bill to license and regulate debt settlement services

 

providers; to prescribe the powers and duties of certain state

 

governmental officers and entities; to provide penalties; and to

 

repeal acts and parts of acts.

 

THE PEOPLE OF THE STATE OF MICHIGAN ENACT:

 

     Sec. 1. This act shall be known and may be cited as the "debt

 

settlement services act".

 

     Sec. 2. As used in this act:

 

     (a) "Administrator" means the commissioner of the department

 

or his or her authorized representative.

 

     (b) "Affiliate" means 1 of the following:

 

     (i) With respect to an individual, any of the following:

 

     (A) The spouse of the individual, a sibling of the individual,

 

or the spouse of a sibling of the individual.

 


     (B) An individual or the spouse of an individual who is a

 

lineal ancestor or lineal descendant of the individual or the

 

individual's spouse.

 

     (C) An aunt, uncle, great-aunt, great-uncle, first cousin,

 

niece, nephew, grandniece, or grandnephew, whether related by the

 

whole or the half blood or adoption, or the spouse of any of them.

 

     (D) Any other individual occupying the residence of the

 

individual.

 

     (ii) With respect to an entity, any of the following:

 

     (A) A person that directly or indirectly controls, is

 

controlled by, or is under common control with the entity.

 

     (B) An officer of, or an individual performing similar

 

functions with respect to, the entity.

 

     (C) A director of, or an individual performing similar

 

functions with respect to, the entity.

 

     (D) A person that receives or received more than $25,000.00

 

from the entity in either the current year or the preceding year or

 

a person that owns more than 10% of, or an individual who is

 

employed by or is a director of, a person that receives or received

 

more than $25,000.00 from the entity in either the current year or

 

the preceding year.

 

     (E) An officer or director of, or an individual performing

 

similar functions with respect to, a person described in sub-

 

subparagraph (A).

 

     (F) The spouse of, or an individual occupying the residence

 

of, an individual described in sub-subparagraphs (A) to (E).

 

     (G) An individual who has the relationship specified in

 


subparagraph (i)(D) to an individual or the spouse of an individual

 

described in sub-subparagraphs (A) to (E).

 

     (c) "Agreement" means an agreement between a provider and an

 

individual for the performance of debt settlement services.

 

     (d) "Bank" means a financial institution, including, but not

 

limited to, a commercial bank, savings bank, savings and loan

 

association, credit union, mortgage bank, or trust company, engaged

 

in the business of banking, chartered under federal or state law,

 

and regulated by a federal or state banking regulatory authority.

 

     (e) "Business address" means the physical location of a

 

business, including the name and number of a street.

 

     (f) "Certified debt specialist" means an individual certified

 

by a training program or certifying organization that authenticates

 

the competence of individuals providing assistance to other

 

individuals in connection with debt settlement services.

 

     (g) "Concessions" means assent to repayment of a debt on terms

 

more favorable to an individual than the terms of the contract

 

between the individual and a creditor.

 

     (h) "Control person" means a director, manager, or executive

 

officer of an applicant or licensee or any other individual who has

 

the authority to participate in the direction, directly or

 

indirectly through 1 or more other persons, of the management or

 

policies of an applicant or licensee.

 

     (i) "Debt settlement services" means acting or offering to act

 

as an intermediary between an individual and 1 or more creditors of

 

the individual for the purpose of adjusting, settling, discharging,

 

reaching a compromise on, or otherwise altering the terms of

 


payment of the individual's obligations, without receiving or

 

exercising direct control over any money of the individual, for the

 

purpose of distributing that money to those creditors. The term

 

does not include any of the following:

 

     (i) Legal services provided in an attorney-client relationship

 

by an attorney licensed or otherwise authorized to practice law in

 

this state.

 

     (ii) Accounting services provided in an accountant-client

 

relationship by a certified public accountant licensed to provide

 

accounting services in this state.

 

     (iii) Debt management services provided by a person licensed

 

under the debt management act, 1975 PA 148, MCL 451.411 to 451.437.

 

     (j) "Department" means the office of financial and insurance

 

services.

 

     (k) "Entity" means a person other than an individual.

 

     (l) "Good faith" means honesty in fact and the observance of

 

reasonable standards of fair dealing.

 

     (m) "License application" means an application for an initial

 

or renewal license as a provider under this act.

 

     (n) "Person" means an individual, corporation, limited

 

liability company, business trust, estate, trust, partnership,

 

association, joint venture, or any other legal or commercial

 

entity. The term does not include a public corporation, government,

 

or governmental subdivision, agency, or instrumentality.

 

     (o) "Principal amount of the debt" means the amount of a debt

 

at the time of the execution of the agreement.

 

     (p) "Program" means a program or strategy in which a provider

 


furnishes debt settlement services, which contemplate that

 

creditors will settle debts for less than the full principal

 

amount of debt owed by an individual, to which the individual makes

 

payments directly to the creditors.

 

     (q) "Provider" means a person required to be licensed under

 

this act that provides, offers to provide, or agrees to provide

 

debt settlement services directly or through others.

 

     (r) "Record" means information that is inscribed on a tangible

 

medium or that is stored in an electronic or other medium and is

 

retrievable in perceivable form.

 

     (s) "Settlement fee" means a charge imposed on or paid by an

 

individual in connection with a creditor's assent to accept in full

 

satisfaction of a debt an amount less than the principal amount of

 

the debt.

 

     (t) "Sign" means any of the following with present intent to

 

authenticate or adopt a record:

 

     (i) To execute or adopt a tangible symbol.

 

     (ii) To attach to or logically associate with the record an

 

electronic sound, symbol, or process.

 

     (u) "State" means a state of the United States, the District

 

of Columbia, Puerto Rico, the United States Virgin Islands, or any

 

territory or insular possession subject to the jurisdiction of the

 

United States.

 

     Sec. 3. (1) This act does not apply to an agreement with an

 

individual who resides outside of this state at the time of the

 

agreement.

 

     (2) This act does not apply to a provider to the extent that

 


the provider meets any of the following:

 

     (a) Provides or agrees to provide debt settlement,

 

educational, or counseling services to an individual who the

 

provider has no reason to know resides in this state at the time

 

the provider agrees to provide the services.

 

     (b) Receives no compensation for debt settlement services from

 

or on behalf of the individuals to whom it provides the services or

 

from their creditors.

 

     (3) This act does not apply to any of the following persons or

 

their employees when the person or the employee is engaged in the

 

regular course of the person's business or profession:

 

     (a) A judicial officer, a person acting under an order of a

 

court or an administrative agency, or an assignee for the benefit

 

of creditors.

 

     (b) A bank.

 

     (c) An affiliate of a bank if the affiliate is regulated by a

 

federal or state banking regulatory authority.

 

     (d) A title insurer, escrow company, or other person that

 

provides bill-paying services if the provision of debt settlement

 

services is incidental to the bill-paying services.

 

     Sec. 4. (1) Except as otherwise provided in this section,

 

beginning July 1, 2008, a provider may not provide debt settlement

 

services to an individual, who it reasonably should know resides in

 

this state at the time it agrees to provide the services, unless

 

the provider is licensed under this act.

 

     (2) If a provider is licensed under this act, subsection (1)

 

does not apply to an employee or agent of the provider.

 


     (3) The administrator shall maintain and publicize a list of

 

the names of all licensed providers.

 

     (4) A person who is providing debt settlement services on or

 

before April 1, 2008 and intends to provide debt settlement

 

services as a licensee under this act shall file a license

 

application with the administrator by April 1, 2008.

 

     Sec. 5. (1) A license application shall be in a form

 

prescribed by the administrator.

 

     (2) A license application must be accompanied by all of the

 

following:

 

     (a) The fee established by the administrator under section 22.

 

     (b) Evidence of aggregate umbrella insurance that meets all of

 

the following:

 

     (i) Is in the amount of at least $250,000.00.

 

     (ii) Insures against the risks of dishonesty, fraud, theft, and

 

other misconduct on the part of the applicant or a director,

 

employee, or agent of the applicant.

 

     (iii) Is issued by an insurance company authorized to do

 

business in this state, is rated at least A by a nationally

 

recognized rating organization, and has a maximum deductible of

 

$10,000.00.

 

     (iv) Is payable to the applicant, the individuals who have

 

agreements with the applicant, and the commissioner, as their

 

interests may appear.

 

     (v) Is not subject to cancellation by the applicant without an

 

effective policy in place to cover the canceled insurance.

 

     (c) Proof of authority to do business in this state.

 


     Sec. 6. (1) A license application must be signed under penalty

 

of false statement and include all of the following:

 

     (a) The applicant's name, principal business address and

 

telephone number, and all other business addresses in this state.

 

     (b) Electronic mail addresses and internet website addresses

 

of the applicant.

 

     (c) All names under which the applicant conducts business.

 

     (d) The address of each location in this state at which the

 

applicant will provide debt settlement services or a statement that

 

the applicant will not have a physical location in the state at

 

which it will provide debt settlement services.

 

     (e) The name and home address of each officer and director of

 

the applicant and each person that owns at least 10% of the

 

applicant.

 

     (f) A list of every state in which the applicant or any of its

 

officers or directors were licensed or registered to provide debt

 

settlement services in the 5-year period immediately preceding the

 

application.

 

     (g) A list of every state in which any individuals who

 

received debt settlement services from the applicant in the 5-year

 

period immediately preceding the application resided.

 

     (h) A statement describing, to the extent it is known or

 

should be known by the applicant, any material civil or criminal

 

judgment or litigation and any material administrative or

 

enforcement action by a governmental agency in any jurisdiction

 

against the applicant or any of its officers, directors, owners, or

 

agents.

 


     (i) A description of the applicant's financial analysis and

 

initial budget program, including any form or electronic model,

 

used to evaluate the financial condition of individuals.

 

     (j) A copy of each form of agreement that the applicant will

 

use with individuals who reside in this state.

 

     (k) The schedule of fees and charges that the applicant will

 

use with individuals who reside in this state.

 

     (l) A description of any ownership interest of at least 10% by

 

any director, owner, or employee of the applicant in any of the

 

following:

 

     (i) An affiliate of the applicant.

 

     (ii) An entity that provides products or services to the

 

applicant or any individual relating to the applicant's debt

 

settlement services.

 

     (m) The identity of each director who is an affiliate of the

 

applicant.

 

     (n) Any other information that the administrator reasonably

 

requires to perform his or her duties under this act.

 

     (2) A license applicant or licensed provider shall notify the

 

administrator within 10 days after a change in the information

 

described in section 5(2)(b) or subsection (1)(a), (b), (d), (h),

 

(j), or (k).

 

     (3) Except for the information required under subsection (1)(l)

 

and the addresses required under subsection (1)(e), the

 

administrator shall make the information in a license application

 

available to the public.

 

     Sec. 7. (1) Subject to subsections (2) and (3), the

 


administrator shall issue a license as a provider to a person that

 

complies with sections 5 and 6.

 

     (2) After reviewing an application, the commissioner may deny

 

a license under this act to an applicant if the commissioner

 

determines, based on the financial condition and responsibility,

 

financial business and experience, character, and general fitness

 

of the applicant and the experience, character, and general fitness

 

of each control person and any shareholders of the applicant, that

 

it is not in the public interest to permit the applicant to provide

 

debt settlement services in this state.

 

     (3) The administrator shall deny a license as a provider to an

 

applicant if the application is not accompanied by the fee

 

established by the administrator under section 22.

 

     Sec. 8. (1) When the commissioner determines that an

 

application for a license under this act is substantially complete,

 

the commissioner shall promptly notify the applicant in writing of

 

the date on which he or she determined that the application was

 

substantially complete and shall approve or deny the application

 

within 120 days after that date. If the commissioner does not

 

approve or deny an application within that 120-day period, the

 

commissioner shall issue the license.

 

     (2) If the commissioner determines that an applicant is not

 

qualified to receive a license and denies the application, the

 

commissioner shall notify the applicant in writing that the

 

application has been denied, stating the basis for denial.

 

     (3) If the commissioner denies an application for a license,

 

or fails or refuses to issue a license after the expiration of the

 


time period described in subsection (1), the applicant may appeal

 

and request a hearing pursuant to the administrative procedures act

 

of 1969, 1969 PA 306, MCL 24.201 to 24.328, and any rules of

 

procedure adopted by the administrator. If a hearing is held, the

 

commissioner shall reconsider the application and issue a written

 

order granting or denying the application after the hearing.

 

     (4) Subject to sections 9(3) and 24, a license as a provider

 

is valid for 1 year.

 

     Sec. 9. (1) A renewal license application must be in a form

 

prescribed by the administrator, signed under penalty of false

 

statement, and meet all of the following:

 

     (a) Be filed at least 30 and not more than 60 days before the

 

license expires.

 

     (b) Be accompanied by the fee established by the administrator

 

under section 22.

 

     (c) Contain a financial statement, reviewed by a certified

 

accountant, for the applicant's fiscal year immediately preceding

 

the application.

 

     (d) Disclose any changes in the information contained in the

 

applicant's initial license application or its immediately previous

 

renewal license application, as applicable.

 

     (e) Include evidence of aggregate umbrella insurance that

 

meets the requirements of section 5(2)(b).

 

     (f) Include any other information that the administrator

 

reasonably requires to perform his or her duties under this act.

 

     (2) Except for the information required under section 6(1)(l)

 

and the addresses required under section 6(1)(e), the administrator

 


shall make the information in a renewal license application

 

available to the public.

 

     (3) If a licensed provider files a timely and complete renewal

 

license application, the license remains effective until the

 

administrator, in a record, notifies the applicant of a denial and

 

states the reasons for the denial.

 

     (4) If the administrator denies a renewal license application,

 

the applicant may appeal and request a hearing pursuant to the

 

administrative procedures act of 1969, 1969 PA 306, MCL 24.201 to

 

24.328, and the rules of procedure adopted by the administrator.

 

While the appeal is pending, the applicant shall continue to

 

provide debt settlement services to individuals with whom it has

 

agreements. If the denial is affirmed, subject to the

 

administrator's order and section 23, the applicant shall continue

 

to provide debt settlement services to individuals with whom it has

 

agreements until, with the approval of the administrator, it

 

transfers the agreements to another licensed provider.

 

     Sec. 10. (1) A provider shall act in good faith in all matters

 

under this act.

 

     (2) A provider shall maintain a toll-free communication

 

system, staffed at a level that reasonably permits an individual to

 

speak to a certified debt specialist or customer-service

 

representative, as appropriate, during ordinary business hours.

 

     Sec. 11. (1) Before providing debt settlement services, a

 

licensed provider shall give the individual an itemized list of

 

goods and services and the charges for each. The list must be clear

 

and conspicuous, be in a record the individual may keep whether or

 


not the individual assents to an agreement, and describe the goods

 

and services the provider offers, either free of additional charge

 

if the individual enters into an agreement or for a charge if the

 

individual does not enter into an agreement.

 

     (2) A provider may not furnish debt settlement services unless

 

the provider does both of the following through the services of a

 

certified debt specialist:

 

     (a) Provides the individual with reasonable education about

 

the management of personal finance.

 

     (b) Has prepared a financial analysis for the individual.

 

     (3) Before an individual assents to an agreement to engage in

 

a program, a provider shall do all of the following:

 

     (a) Provide the individual with a copy of the analysis and

 

program required under subsection (2) in a record that identifies

 

the provider and that the individual may keep whether or not the

 

individual assents to the agreement.

 

     (b) Inform the individual of the availability, at the

 

individual's option, of assistance by a toll-free communication

 

system or in person to discuss the financial analysis and

 

program required under subsection (2).

 

     (4) Before an individual assents to an agreement to engage in

 

a program, the provider shall inform the individual of all of the

 

following:

 

     (a) Programs are not suitable for all individuals, and the

 

individual may ask the provider about bankruptcy or other ways to

 

deal with indebtedness.

 

     (b) Establishment of a program may adversely affect the

 


individual's credit rating or credit scores.

 

     (c) Nonpayment of debt may lead creditors to increase finance

 

and other charges or undertake litigation or other collection

 

activity.

 

     (d) Unless the individual is insolvent, if a creditor settles

 

for less than the full amount of the debt, the program may result

 

in the creation of taxable income to the individual, even

 

though the individual does not receive any money.

 

     (e) Specific results cannot be predicted or guaranteed, and

 

the provider cannot force negotiations or settlements with

 

creditors but will advocate solely on behalf of the individual.

 

     (f) Programs require that individuals meet a certain savings

 

goal in order to maximize settlement results.

 

     (g) The provider does not provide accounting or legal advice

 

to individuals.

 

     (h) The provider is the individual's advocate and does not

 

receive compensation from creditors, banks, or third party

 

collection agencies.

 

     (i) The provider is not responsible for distribution of any

 

payments to the individual's creditors.

 

     (j) The name and business address of the provider.

 

     Sec. 12. (1) A provider may satisfy the requirements of

 

section 11, 13, or 17(3) by means of the internet or other

 

electronic means if the provider obtains an individual's consent in

 

the manner provided in section 101(c)(1) of the federal act, 15 USC

 

7001.

 

     (2) A provider shall present the disclosures and materials

 


required under sections 11, 13, and 17(3) in a form that can be

 

accurately reproduced for later reference.

 

     (3) If the disclosure of the information under section 11(4)

 

is made by means of an internet website, the disclosure of that

 

information must appear on 1 or more webpages that contain no other

 

information and that the individual must view before he or she has

 

an opportunity to assent to formation of a program.

 

     (4) At the time it provides the materials and agreement

 

required under section 11(3) or (4), 13, or 17(3), a provider shall

 

inform the individual that if he or she makes an electronic,

 

telephonic, or written request, it will send the individual a

 

written copy of the materials and shall comply with a request as

 

provided in subsection (5).

 

     (5) If a provider receives a request, at any time before the

 

expiration of 90 days after an individual's program is completed or

 

terminated, to send a written copy of the materials required under

 

section 11(3) or (4), 13, or 17(3), the provider shall send it at

 

no charge within 3 business days after the request. However, a

 

provider is not required to comply with a request more than once

 

per calendar month or if it reasonably believes that the request is

 

made for purposes of harassment. If a request under this subsection

 

is made more than 90 days after an individual's program is

 

completed or terminated, the provider shall send a written copy of

 

the materials requested within a reasonable time.

 

     (6) A provider that maintains an internet website shall

 

disclose all of the following on the homepage of its website or on

 

a webpage that is clearly and conspicuously connected to the

 


homepage by a link that clearly reveals its contents:

 

     (a) Its name and all names under which it does business.

 

     (b) Its principal business address, telephone number, and

 

electronic mail address, if any.

 

     (7) If a consumer who has consented to electronic

 

communication in the manner provided in section 101(c) of the

 

federal act, 15 USC 7001, withdraws his or her consent as provided

 

in the federal act, a provider may terminate its agreement with the

 

consumer. If the producer elects to terminate an agreement with a

 

consumer under this subsection, it shall notify the consumer that

 

it will terminate the agreement unless the consumer, within 30 days

 

after receiving the notification, consents to electronic

 

communication in the manner provided in section 101(c) of the

 

federal act, 15 USC 7001.

 

     (8) As used in this section:

 

     (a) "Consumer" means an individual who seeks or obtains goods

 

or services that are used primarily for personal, family, or

 

household purposes.

 

     (b) "Federal act" means the federal electronic signatures in

 

global and national commerce act, 15 USC 7001 to 7031.

 

     Sec. 13. (1) An agreement must meet all of the following:

 

     (a) Be in a record.

 

     (b) Be dated and signed by the individual.

 

     (c) Include the name of the individual and the address where

 

the individual resides.

 

     (d) Include the name, business address, and telephone number

 

of the provider.

 


     (e) Be delivered to the individual immediately upon formation

 

of the agreement.

 

     (f) Disclose all of the following:

 

     (i) The services to be provided.

 

     (ii) The amount, or method of determining the amount, of all

 

fees, individually itemized, to be paid by the individual.

 

     (iii) How the provider will comply with its obligations under

 

section 18(1).

 

     (iv) That the individual may cancel the agreement under section

 

14.

 

     (v) That the individual may contact the administrator with any

 

questions or complaints regarding the provider.

 

     (vi) The address, telephone number, and internet address or

 

website of the administrator.

 

     (vii) An estimate of the duration of the program.

 

     (g) A schedule of payments to be made by or on behalf of the

 

individual that includes the amount of each payment, the date on

 

which each payment is due, and an estimate of the date of the final

 

payment.

 

     (2) For purposes of subsection (1)(e), delivery of an

 

electronic record occurs when it is made available in a format in

 

which the individual may retrieve, save, and print it and the

 

individual is notified that it is available.

 

     (3) If the administrator supplies a provider with any

 

information required under subsection (1)(f)(vi), the provider may

 

comply with that requirement only by disclosing the information

 

supplied by the administrator.

 


     (4) An agreement must provide all of the following:

 

     (a) That the individual has a right to terminate the agreement

 

at any time, without penalty or obligation, by giving the provider

 

written or electronic notice, and that termination in this manner

 

revokes all powers of attorney granted by the individual to the

 

provider.

 

     (b) That the provider will notify the individual within 5 days

 

after learning of a creditor's decision to cease negotiation with

 

the provider and that this notice will include both of the

 

following:

 

     (i) The identity of the creditor.

 

     (ii) The right of the individual to modify or terminate the

 

agreement.

 

     (5) An agreement may confer on a provider a power of attorney

 

to settle the individual's debt for not more than 50% of the amount

 

of the debt. An agreement may not confer a power of attorney to

 

settle a debt for more than 50% of that amount, but may confer a

 

power of attorney to negotiate with creditors of the individual on

 

behalf of the individual. An agreement must provide that the

 

provider will obtain the assent of the individual after a creditor

 

has assented to a settlement for more than 50% of the amount of the

 

debt.

 

     (6) An agreement may not do any of the following:

 

     (a) Provide for application of the law of any jurisdiction

 

other than the United States and this state.

 

     (b) Except as permitted under 9 USC 2, contain a provision

 

that modifies or limits otherwise available forums or procedural

 


rights, including the right to trial by jury, that are generally

 

available to the individual under law other than this act.

 

     (c) Contain a provision that restricts the individual's

 

remedies under this act or law other than this act.

 

     (d) Contain a provision that does either of the following:

 

     (i) Limits or releases the liability of any person for not

 

performing the agreement or for violating this act.

 

     (ii) Indemnifies any person for liability arising under the

 

agreement or this act.

 

     (7) All rights and obligations described in subsection (4) and

 

section 15 exist even if not provided in the agreement. A provision

 

in an agreement that violates subsection (4), (5), or (6) is void.

 

     Sec. 14. (1) An individual may cancel an agreement before

 

midnight of the third business day after the individual assents to

 

it. However, if the agreement does not comply with subsection (2)

 

or section 13 or 18, the individual may cancel the agreement within

 

30 days after the individual assents to it. To exercise the right

 

of cancellation under this subsection, the individual must give

 

notice in a record to the provider. Notice by mail is given when

 

mailed.

 

     (2) An agreement must be accompanied by a form that contains

 

the following notice in boldfaced type, surrounded by bold black

 

lines:

 

"Notice of right of cancellation

 

     You may cancel this agreement, without any penalty or

 

obligation, at any time before midnight of the third business day

 

that begins the day after you agree to it by electronic

 


communication or by signing it. To cancel this agreement during

 

this period, send an email to [email address of provider] or mail

 

or deliver a signed, dated copy of this notice or any other written

 

notice to [name of provider] at [address of provider] before

 

midnight on [date].

 

     If you cancel this agreement within the 3-day period, we will

 

refund all money you already have paid us.

 

     I cancel this agreement,

 

     __________________________________ [print your name]

 

     __________________________________ [sign your name]

 

     __________________________________ [date]".

 

     (3) If an individual terminates an agreement that is not

 

otherwise subject to subsection (1), the provider shall immediately

 

return to the individual 65% of the fees associated with that

 

percentage of the principal amount remaining unsettled at the time

 

of termination.

 

     Sec. 15. Unless the administrator by rule provides otherwise,

 

the disclosures and documents required under this act must be in

 

English. If a provider communicates with an individual primarily in

 

a language other than English, the provider must furnish a

 

translation into the other language of the disclosures and

 

documents required by this act.

 

     Sec. 16. (1) A provider may not directly or indirectly impose

 

a fee or other charge on an individual or receive money from or on

 

behalf of an individual for debt settlement services except as

 

permitted in this section.

 

     (2) All of the following apply to the fees a provider may

 


charge an individual for debt settlement services:

 

     (a) Subject to subdivision (c), the aggregate amount of fees

 

charged by the provider, including the fees described in

 

subdivision (b) and subsection (4), shall not exceed 18% of the

 

principal amount of the debt brought into the program.

 

     (b) The total amount of fees charged by the provider for

 

consultation, obtaining a credit report, setting up an account, and

 

providing other similar services related to establishing the amount

 

of the individual's debt and developing the program shall not

 

exceed 4% of the principal amount of the debt brought into the

 

program.

 

     (c) If the individual completes all of his or her obligations

 

under the agreement, the aggregate amount of the fees charged by

 

the provider shall not exceed an amount that, when added to the

 

aggregate amount of all of the offers of settlement obtained by the

 

provider for the debtor, exceeds the principal amount of the debt

 

brought into the program.

 

     (d) A provider may require that the individual pay some or all

 

of the fees described in subdivision (b) at the time the agreement

 

is executed or at the inception of the plan. The remainder of the

 

aggregate amount of the fees charged under this subsection shall be

 

paid by the individual on a pro rata basis, in monthly

 

installments, over a period determined by the provider that is at

 

least equal to 1/2 of the estimate of the duration of the program

 

estimated under section 13(1)(f)(vii). However, the individual may

 

accelerate or prepay any unpaid installment payments of fees, and

 

the provider may require that the individual immediately pay the

 


remaining balance of the unpaid fees if the provider obtains offers

 

of settlement from creditors for at least 1/2 of the debts included

 

in the program.

 

     (3) A provider may not impose charges or receive payment for

 

debt settlement services until the provider and the individual have

 

signed an agreement that complies with sections 13 and 18.

 

     (4) If an individual assents to an agreement, a provider may

 

not impose a fee or other charge for educational or counseling

 

services, or similar services, except as provided in this

 

subsection. The administrator may authorize a provider to charge an

 

additional fee based on the nature and extent of the educational or

 

counseling services furnished by the provider, but the aggregate

 

fees may not exceed the amount specified in subsection (2)(a). If a

 

payment to a provider by an individual under this act is

 

dishonored, a provider may impose a reasonable charge to the

 

individual that does not exceed the amount permitted by law.

 

     Sec. 17. (1) If a provider imposes a fee or other charge or

 

receives money or other payments not authorized in section 16, the

 

individual may void the agreement and recover as provided in

 

section 25.

 

     (2) If a provider is not licensed under this act when an

 

individual assents to an agreement, the agreement is void and the

 

provider does not have a claim against the individual for breach of

 

contract or for restitution.

 

     (3) If an individual who has entered into a fee agreement

 

fails for 60 days to make payments required by the agreement, the

 

provider may terminate the agreement.

 


     Sec. 18. (1) A provider that has entered into an agreement

 

shall provide the individual with the accounting required under

 

subsection (2) at each of the following times:

 

     (a) While the agreement is in effect, within 5 business days

 

after a request by the individual. However, the provider is not

 

required to comply with more than 1 request under this subdivision

 

in any calendar month.

 

     (b) After each settlement of a debt with a creditor on behalf

 

of the individual.

 

     (c) At the time the agreement is canceled or terminated.

 

     (2) If a provider has established a program for an individual

 

and a creditor has agreed to accept as payment in full an amount

 

less than the principal amount of the debt owed by the individual,

 

the provider shall provide the individual with all of the following

 

in a record:

 

     (a) The total amount and terms of the settlement.

 

     (b) The amount of the debt when the individual assented to the

 

program.

 

     (c) The amount of the debt when the creditor agreed to the

 

settlement.

 

     (d) The calculation of a settlement fee.

 

     (3) A provider shall maintain records for each individual for

 

whom it provides debt settlement services for at least 5 years

 

after the final payment made by the individual and produce a copy

 

of them to the individual within a reasonable time after a request

 

for them. A provider may use electronic or other means of storage

 

of the records.

 


     Sec. 19. (1) A provider may not, directly or indirectly, do

 

any of the following:

 

     (a) Settle a debt on behalf of an individual for more than 50%

 

of the amount of the debt owed a creditor, unless the individual

 

assents to the settlement after the creditor has assented.

 

     (b) Take a power of attorney that authorizes it to settle a

 

debt, unless the power of attorney expressly limits the provider's

 

authority to settle debts for not more than 50% of the amount of

 

the debt owed a creditor.

 

     (c) Exercise or attempt to exercise a power of attorney after

 

an individual has terminated an agreement.

 

     (d) Initiate a transfer from an individual's account at a bank

 

or with another person unless the transfer is 1 of the following:

 

     (i) A return of money to the individual.

 

     (ii) Before termination of an agreement, properly authorized by

 

the agreement and this act, for payment of a fee.

 

     (e) Offer a gift or bonus, premium, reward, or other

 

compensation to an individual for executing an agreement.

 

     (f) Settle a debt or lead an individual to believe that a

 

payment to a creditor is in settlement of a debt to the creditor,

 

unless the individual at the time of settlement receives a

 

certification or confirmation by the creditor that the payment is

 

in full settlement of the debt.

 

     (g) Make any of the following representations:

 

     (i) That the provider will furnish money to pay bills or

 

prevent attachments.

 

     (ii) That payment of a certain amount will permit satisfaction

 


of a certain amount or range of indebtedness.

 

     (iii) That participation in a program will or may prevent

 

litigation, garnishment, attachment, repossession, foreclosure,

 

eviction, or loss of employment.

 

     (h) Misrepresent that it is authorized or competent to furnish

 

legal advice or perform legal services.

 

     (i) Represent that it is a nonprofit entity unless it is

 

organized and properly operating as a nonprofit entity under the

 

law of the state in which it was formed or represent that it is a

 

tax-exempt entity unless it has received certification of tax-

 

exempt status from the federal internal revenue service.

 

     (j) Take a confession of judgment or power of attorney to

 

confess judgment against an individual.

 

     (k) Employ an unfair, unconscionable, or deceptive act or

 

practice, including, but not limited to, the knowing omission of

 

any material information.

 

     (2) If a provider furnishes debt settlement services to an

 

individual, the provider may not directly or indirectly do any of

 

the following:

 

     (a) Purchase a debt or obligation of the individual.

 

     (b) Receive any of the following from or on behalf of the

 

individual:

 

     (i) A promissory note or other negotiable instrument other than

 

a check or a demand draft.

 

     (ii) A postdated check or demand draft.

 

     (c) Lend money or provide credit to the individual, except as

 

a deferral of a settlement fee at no additional expense to the

 


individual.

 

     (d) Obtain a mortgage or other security interest from any

 

person in connection with the services provided to the individual.

 

     (e) Except as permitted by federal law, disclose the identity

 

or identifying information of the individual or the identity of the

 

individual's creditors, unless 1 of the following applies:

 

     (i) The disclosure is to the administrator, upon proper demand.

 

     (ii) The disclosure is to a creditor of the individual, to the

 

extent necessary to secure the cooperation of the creditor in a

 

program.

 

     (iii) The disclosure is necessary to administer the program.

 

     (f) Except as otherwise provided in section 16, provide the

 

individual less than the full benefit of a compromise of a debt

 

arranged by the provider.

 

     (g) Charge the individual for or provide credit or other

 

insurance, coupons for goods or services, membership in a club,

 

access to computers or the internet, or any other matter not

 

directly related to debt settlement services or educational

 

services concerning personal finance.

 

     (h) Furnish legal advice or perform legal services, unless the

 

person furnishing that advice to or performing those services for

 

the individual is licensed to practice law.

 

     (i) Advise individuals to stop payment on any of the accounts

 

being handled by the provider.

 

     (3) This act does not authorize any person to engage in the

 

practice of law.

 

     (4) A provider may not directly or indirectly receive a gift

 


or bonus, premium, reward, or other compensation for advising,

 

arranging, or assisting an individual in connection with obtaining

 

an extension of credit or other service from a lender or service

 

provider, except for educational or counseling services required in

 

connection with a government-sponsored program.

 

     (5) A provider that advertises debt settlement services shall

 

not disclose information in conflict with the information specified

 

in section 11(4)(c) and (d).

 

     Sec. 20. (1) Within 30 days after a provider is served with

 

notice of a civil action for violation of this act by or on behalf

 

of an individual who resides in this state at either the time of an

 

agreement or the time the notice is served, the provider shall

 

notify the administrator in a record that it has been sued.

 

     (2) If a provider delegates any of its duties or obligations

 

under an agreement or this act to an independent contractor or any

 

other person, the provider is liable for conduct of the person that

 

would violate the agreement or this act if done by the provider.

 

     Sec. 21. (1) The administrator may receive complaints, take

 

action to obtain voluntary compliance with this act, or seek or

 

provide remedies as provided in this act.

 

     (2) The administrator may investigate and examine, in this

 

state or elsewhere, by subpoena or otherwise, the activities,

 

books, accounts, and records of a person that provides or offers to

 

provide debt settlement services, or a person to which a provider

 

has delegated its obligations under an agreement or this act, to

 

determine compliance with this act. The administrator or department

 

shall not disclose information that identifies individuals who have

 


agreements with a provider to the public. In connection with an

 

investigation of a person, the administrator may do any of the

 

following:

 

     (a) Charge the person the reasonable expenses necessarily

 

incurred to conduct the examination.

 

     (b) Require or permit a person to file a statement under oath

 

as to all the facts and circumstances of a matter to be

 

investigated.

 

     (3) The administrator may promulgate rules under the

 

administrative procedures act of 1969, 1969 PA 306, MCL 24.201 to

 

24.328, to implement and enforce this act.

 

     (4) The administrator may enter into cooperative arrangements

 

with any other federal or state agency that has authority over

 

providers and may exchange with any of those agencies information

 

about a provider, including information obtained during an

 

examination of the provider.

 

     Sec. 22. (1) Within 30 days of the effective date of this act,

 

the administrator shall establish a schedule of fees to be paid by

 

applicants and licensees in that state fiscal year for the expense

 

of administering this act.

 

     (2) By September 30 of each year, the administrator shall

 

establish a schedule of fees to be paid by applicants and licensees

 

in the next state fiscal year for the expense of administering this

 

act.

 

     (3) In establishing initial and renewal license fees under

 

this section, the administrator shall consider each licensee's

 

business volume and number of locations and any other factors he or

 


she considers reasonable in order to generate money sufficient to

 

pay, but not to exceed, the department's reasonably anticipated

 

costs of administering this act.

 

     (4) The department of treasury shall establish and administer

 

a restricted, interest-bearing account in the general fund known as

 

the debt settlement services act account. All money received or

 

collected for fees and charges under this act shall be paid into

 

the account to the credit of the department. Money in the account

 

and interest earned on the account shall only be used for the

 

implementation and operation of this act and the operation of the

 

department. Money in the account at the end of a fiscal year shall

 

not revert to the general fund but shall be carried over in the

 

account to the next fiscal year.

 

     Sec. 23. (1) The administrator may enforce this act and rules

 

adopted under this act by taking 1 or more of the following

 

actions:

 

     (a) Ordering a provider or a director, employee, or other

 

agent of a provider to cease and desist from any violations.

 

     (b) Ordering a provider or a person that has caused a

 

violation to correct the violation, including, but not limited to,

 

making restitution of money or property to a person aggrieved by a

 

violation.

 

     (c) Prosecuting a civil action to do 1 or more of the

 

following:

 

     (i) Impose on a provider or a person that has caused a

 

violation a civil fine of not more than $10,000.00 for each

 

violation.

 


     (ii) Enforce an order of the administrator.

 

     (iii) Obtain restitution or an injunction or other equitable

 

relief.

 

     (d) Intervening in an action brought under section 25.

 

     (2) If a person violates or knowingly authorizes, directs, or

 

aids in the violation of a final order issued under subsection

 

(1)(a) or (b), the person is subject to a civil fine of not more

 

than $20,000.00 for each violation.

 

     (3) The administrator may maintain an action to enforce this

 

act in any county.

 

     (4) The administrator may recover the reasonable costs of

 

enforcing this act under this section, including reasonable

 

attorney fees.

 

     Sec. 24. (1) The administrator may suspend, revoke, or deny

 

renewal of a provider's license if any of the following are met:

 

     (a) A fact or condition exists that, if it had existed when

 

the licensee applied for license as a provider, would have been a

 

reason for denying a license.

 

     (b) The provider has committed a material violation of this

 

act or a rule or order of the administrator under this act.

 

     (c) The provider is insolvent. As used in this subdivision,

 

"insolvent" means any of the following:

 

     (i) Has generally ceased to pay debts in the ordinary course of

 

business other than as a result of good-faith dispute.

 

     (ii) Is unable to pay debts as they become due.

 

     (iii) Is insolvent within the meaning of the bankruptcy code, 11

 

USC 101 to 1330.

 


     (d) The provider or an employee or affiliate of the provider

 

refuses to permit the administrator to make an examination

 

authorized by this act, fails to comply with section 21(2)(b)

 

within 15 days after a request, or made a material

 

misrepresentation or omission in complying with section 21(2)(b).

 

     (e) The provider did not respond within a reasonable time and

 

in an appropriate manner to communications from the administrator.

 

     (2) If the administrator suspends or revokes a provider's

 

license, the provider may appeal and request a hearing pursuant to

 

the administrative procedures act of 1969, 1969 PA 306, MCL 24.201

 

to 24.328.

 

     Sec. 25. (1) If an agreement is void under section 17(2), the

 

individual may recover in a civil action all money paid by or on

 

behalf of the individual under the agreement, in addition to the

 

recovery under subsection (3)(c) and (d).

 

     (2) If an individual voids an agreement under section 17(1),

 

the individual may recover in a civil action 3 times the total

 

amount of the fees, charges, money, or payments made by the

 

individual to the provider, in addition to the recovery under

 

subsection (3)(d).

 

     (3) Subject to subsection (4), an individual with respect to

 

whom a provider violates this act may recover any of the following

 

in a civil action from the provider and any person that caused the

 

violation:

 

     (a) Compensatory damages for injury, including, but not

 

limited to, noneconomic injury, caused by the violation.

 

     (b) Except as otherwise provided in subsection (4), for a

 


violation of section 11, 13, 14, 15, 16, 18, or 19(1) or (2), the

 

greater of the amount recoverable under subdivision (a) or

 

$5,000.00.

 

     (c) Punitive damages.

 

     (d) Reasonable attorney fees and costs.

 

     (4) In a class action, except for a violation of section

 

19(1)(e), the minimum damages provided in subsection (3)(b) do not

 

apply.

 

     (5) In addition to the remedy available under subsection (3),

 

if a provider violates an individual's rights under section 14, the

 

individual may recover in a civil action all money paid or

 

deposited by or on behalf of the individual under the agreement,

 

except for amounts paid to creditors.

 

     (6) A provider is not liable under this section for a

 

violation of this act if the provider proves that the violation was

 

not intentional and resulted from a good-faith error

 

notwithstanding the maintenance of procedures reasonably adapted to

 

avoid the error. An error of legal judgment with respect to a

 

provider's obligations under this act is not a good-faith error.

 

If, in connection with a violation, the provider has received more

 

money than authorized by an agreement or this act, the defense

 

provided by this subsection is not available unless the provider

 

refunds the excess within 2 business days after learning of the

 

violation.

 

     Sec. 26. (1) If an act or practice of a provider violates both

 

this act and the Michigan consumer protection act, 1976 PA 331, MCL

 

445.901 to 445.922, an individual may not recover under both acts

 


for the same act or practice.

 

     (2) An action or proceeding brought under section 23 must be

 

commenced within 4 years after the conduct that is the basis of the

 

administrator's complaint.

 

     (3) An action brought under section 25 must be commenced

 

within 2 years after the latest of the following:

 

     (a) The individual's last transmission of money to a provider.

 

     (b) Subject to subsection (4), the date on which the

 

individual discovered or reasonably should have discovered the

 

facts giving rise to the individual's claim.

 

     (c) Termination of actions or proceedings by the administrator

 

with respect to a violation of this act.

 

     (4) The period prescribed in subsection (3)(b) is tolled

 

during any period during which the provider or, if different, the

 

defendant has materially and willfully misrepresented information

 

required by this act to be disclosed to the individual, if the

 

information misrepresented is material to the establishment of the

 

liability of the defendant under this act.

 

     Enacting section 1. This act is repealed effective July 1,

 

2015.

 

     Enacting section 2. This act does not take effect unless all

 

of the following bills of the 94th Legislature are enacted into

 

law:

 

     (a) Senate Bill No. 65.

 

     (b) Senate Bill No.  960.