State of Illinois
91st General Assembly
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Public Act 91-0003

HB1061 Enrolled                                LRB9105378WHdv

    AN ACT concerning soft drink beverage distribution.

    Be it enacted by the People of  the  State  of  Illinois,
represented in the General Assembly:

    Section  1.   Short  title.  This Act may be cited as the
Soft Drink Industry Fair Dealing Act.

    Section 5.  Definitions.  As used in this Act:
    "Distribution agreement" means any contract, appointment,
agreement, course of  dealing,  or  arrangement,  express  or
implied,   whether   oral  or  written,  for  a  definite  or
indefinite period,  between  a  supplier  and  a  distributor
pursuant  to which the distributor has been granted the right
to (i) directly or through a cooperative  or  association  of
which  the distributor is a member, bottle or can one or more
soft  drink  beverages  or  process   soft   drink   beverage
concentrate  into  beverage syrup, and (ii) sell, distribute,
or deliver such soft drink beverages or soft  drink  beverage
syrup under trademarks owned or licensed by the supplier.
    "Distributor"  means  a  person  in  this  State  who (i)
directly or through a cooperative or association of which the
person is a member, bottles or cans one or  more  soft  drink
beverage  or  processes  soft drink beverage concentrate into
beverage syrup, and (ii) sells, distributes, or delivers such
soft drink beverages  or  soft  drink  beverage  syrup  under
trademarks owned or licensed by a supplier.
    "Distributorship" means a business relationship between a
supplier   and   a  distributor  established  pursuant  to  a
distribution  agreement.   Except  as   otherwise   expressly
provided  in  this  Act,  the term "distributorship" does not
include a partnership, joint  venture,  corporation,  limited
liability  company, or other entity owned in whole or in part
by a supplier.
    "Good cause" means the material failure of a  distributor
to  comply with essential and reasonable requirements imposed
upon the distributor by a distribution agreement or bad faith
in  the  performance  of  a  distribution   agreement.    The
requirements  may not be discriminatory either by their terms
or in the methods or effects of enforcement as compared  with
requirements  imposed  upon other similarly situated Illinois
distributors.  The requirements may not be inconsistent  with
this  Act  or  in  violation  of  any  law or regulation. The
failure  of  a  distributor  to  assent  to  any   amendment,
modification,  or  change  in  the  terms  of  a distribution
agreement that impairs, restricts, or eliminates, in whole or
in part, the distribution or delivery rights of a distributor
under the distribution agreement shall  not  constitute  good
cause.
    "Good faith" means honesty in fact and the observation of
reasonable commercial standards for fair dealing in trade.
    "Person"  means  a  natural  person,  partnership,  joint
venture,  corporation,  limited  liability  company, or other
entity and  includes  heirs,  assigns,  successors,  personal
representatives, and guardians.
    "Soft  drink"  means a non-alcoholic, carbonated beverage
made from a concentrate, syrup, or other beverage base.
    "Soft drink products"  means  ready-to-use  soft  drinks,
whether  in bottles, cans, or other containers and soft drink
beverage syrup for use in servicing  fountain  equipment  and
cup vending machines dispensing soft drinks.
    "Supplier"  means  a person engaged in the manufacture or
marketing of soft drink beverage concentrate, syrup, or other
soft drink beverage base for use in the preparation  of  soft
drink  products  sold  under  trademarks owned or licensed by
such person.

    Section  10.   Legislative  declarations;   construction;
variation by contract.
    (a)  The  General  Assembly  makes the following findings
and declarations:
         (1)  Distributors of  soft  drink  products  in  the
    State  of  Illinois  have  been  and are required to make
    substantial capital investments in plant,  property,  and
    equipment  in  order  to  fulfill their obligations under
    distribution agreements.  Distributors must rely upon the
    continuing  right  to  sell  and  distribute  soft  drink
    products to recover their investments  and  to  obtain  a
    reasonable return on those investments.
         (2)  Distributorship  relationships  in the State of
    Illinois vitally affect the general economy of the  State
    and  the  public's  interest  in the fair, efficient, and
    competitive distribution of soft drink products.
    (b)  The purposes of this Act are to promote the public's
interest in the fair, efficient, and competitive distribution
of soft drink products by regulation and by the encouragement
of suppliers and  distributors  of  soft  drink  products  to
conduct their business relations toward these ends by:
         (1)  protecting    distributors    against    unfair
    treatment  by  suppliers  in  the  negotiation, revision,
    renewal,  and  cancellation   of   distributorships   and
    distribution practices;
         (2)  assuring  that  distributors are free to manage
    their business enterprises;
         (3)  assuring suppliers and the public of continuing
    service from distributors able to devote adequate efforts
    and  resources  to  the  processing,  bottling,  canning,
    distribution, and delivery of soft drink products  as  to
    which they have been granted a distributorship; and
         (4)  providing distributors with rights and remedies
    in  addition  to  those existing by contract or at common
    law.
    This Act shall be  liberally  construed  and  applied  to
promote its underlying purposes.
    (c)  Any  contract  or  agreement  purporting to waive or
vary the provisions of this Act, or  purporting  to  preclude
the application of this Act to any distributorship subject to
this Act is void and unenforceable to that extent.
    (d)  This  Act  provides  distributors  with  rights  and
remedies  in addition to those existing by contract or common
law and reaffirms rights and remedies provided by contract or
common law.
    (e)  In accordance with Section 1.31 of  the  Statute  on
Statutes,  the  provisions of this Act are severable.  If any
provision of this Act, or the application of any provision of
this Act to any person or circumstance, is held invalid, such
invalidity shall not affect other provisions or  applications
of  this  Act  which  can be given effect without the invalid
provision or application, and the application of this Act  to
persons  or  circumstances other than those as to which it is
held invalid shall not be affected thereby.

    Section   15.     Cancellation    and    alteration    of
distributorships.
    (a)  No supplier, directly or through any officer, agent,
employee, or representative, shall:
         (1)  cancel, fail to renew, or otherwise terminate a
    distribution agreement without good cause to do so;
         (2)  unilaterally      impose     any     amendment,
    modification, or change in the terms  of  a  distribution
    agreement;
         (3)  fail  to exercise good faith in the negotiation
    of any amendment, modification, or change in the terms of
    a distribution agreement, engage in  retaliatory  conduct
    against  a distributor for the exercise of a legal right,
    or otherwise fail to exercise good faith in its  dealings
    with a distributor;
         (4)  discriminate in pricing, fees, charges or other
    terms of the distributorship against any distributor that
    withholds  its  assent to any amendment, modification, or
    change in the terms of a distribution agreement;
         (5)  restrict or inhibit,  directly  or  indirectly,
    the  right of free association among distributors for any
    lawful purpose;
         (6)  fail,  without   good   cause,   to   offer   a
    distributor  the  right, within its geographic territory,
    to (i) directly or through a cooperative  or  association
    of  which  the distributor is a member, bottle or can any
    new soft drink beverages introduced by the  supplier  and
    process  any  new  soft  drink  beverage concentrate into
    beverage syrup, and (ii) sell,  distribute,  and  deliver
    such  soft  drink  beverages or soft drink beverage syrup
    under trademarks owned or licensed  by  the  supplier  or
    offer  a  distributor  such right on terms and conditions
    less favorable than such right is offered  to  any  other
    distributor  of  the  supplier, including any distributor
    owned in whole or in part by the supplier.
    (b)  No  supplier  who,  pursuant   to   a   distribution
agreement,  has  granted  a  person  the exclusive right in a
generally defined geographic area to (i) directly or  through
a cooperative or association of which the person is a member,
bottle  or  can  one or more soft drink beverages, or process
soft drink beverage concentrate into beverage syrup, and (ii)
sell, distribute, or deliver such  soft  drink  beverages  or
soft  drink beverage syrup under trademarks owned or licensed
by the supplier, shall,  directly  or  through  any  officer,
agent,  employee,  or representative, enter into an agreement
authorizing, permitting, contemplating, or providing for  the
exercise of any of such rights in the same geographic area by
any other person.
    Section 20.  Notice of cancellation.
    (a)  Except as hereinafter provided in subsection (c), no
supplier  may cancel, fail to renew, or otherwise terminate a
distribution agreement unless the  supplier  furnishes  prior
notification   to  the  affected  party  in  accordance  with
subsection (b).
    (b)  The notification required by subsection (a) of  this
Section  shall  contain  (i)  a  statement  of the supplier's
intention to cancel, fail to renew,  or  otherwise  terminate
the  distribution agreement, (ii) a complete statement of the
reasons  therefor,  including  all  data  and   documentation
necessary to fully apprise the distributor of the reasons for
the  action,  and  (iii)  the  date  on  which  the action is
intended to  take  effect.   The  notification  shall  be  in
writing  and  sent  to  the affected distributor by certified
mail not less than 90 days  before  the  date  on  which  the
supplier  intends  to  cancel,  fail  to  renew, or otherwise
terminate the distribution agreement, and shall  provide  the
distributor  a  reasonable  period  of time, in no event less
than 60 days from the date of  delivery  or  posting  of  the
notice,  within  which to cure any claimed deficiency. If the
reason for cancellation, nonrenewal, or other termination  is
nonpayment   of  sums  due  under  the  distributorship,  the
notification shall be sent not less than 30 days  before  the
date  on which the supplier intends to cancel, fail to renew,
or otherwise terminate the distribution  agreement,  and  the
distributor  shall  have 30 days from the date of delivery or
posting of the notice within which to cure  the  default.  If
the  deficiency  is  cured  within the applicable period, the
notice shall be void.
    (c)  The notice requirements of this  Section  shall  not
apply  if  the  reason for cancellation, failure to renew, or
other termination of a distributorship agreement is:
         (1)  an  assignment   for   the   benefit   of   the
    distributor's   creditors   or   similar  disposition  of
    substantially all of  the  assets  of  the  distributor's
    business;
         (2)  the   insolvency  of  the  distributor  or  the
    institution of proceedings in bankruptcy  by  or  against
    the distributor; or
         (3)  the   dissolution   or   liquidation   of   the
    distributor.

    Section  25.   Transfer of business assets and stock.  No
supplier, directly or through any officer, agent, employee or
representative, shall:
    (a)  unreasonably  withhold  or  delay  its  consent,  if
requested  by  a  distributor,  to  any   assignment,   sale,
transfer, or other disposition of all or any portion of (i) a
distributor's   business,   assets,   or  stock,  or  of  the
beneficial ownership or control of a distributor, or (ii) the
stock, beneficial ownership, or control of any  other  entity
owning or controlling a distributor;
    (b)  upon  the  death of a person owning or controlling a
distributor, unreasonably deny  approval  of  a  transfer  of
ownership  or  control  of the distributorship to a surviving
spouse or adult child of such person;
    (c)  upon  the  death  of  one  of  the  partners  of   a
partnership operating the business of a distributor, deny the
surviving  partner  or partners of such partnership the right
to  become  a  successor-in-interest  to   the   distribution
agreement between the supplier and such partnership;
    (d)  unreasonably  withhold  or  delay  its  consent,  if
requested  by  a  distributor,  to  any  assignment, sale, or
transfer to the distributor of all  or  any  portion  of  the
business,  assets,  or stock of any other person who has been
granted the right to (i) directly or through a cooperative or
association of which the person is a member,  bottle  or  can
one  or  more  soft  drink  beverages  or  process soft drink
beverage concentrate into  beverage  syrup,  and  (ii)  sell,
distribute,  or  deliver  soft  drink beverages or soft drink
beverage syrup under trademarks  owned  or  licensed  by  the
supplier,  where  the  distributor and such other person have
freely negotiated such an assignment, sale, or transfer.

    Section 30.  Reasonable compensation.
    (a)  Any supplier that (i) cancels, fails  to  renew,  or
otherwise  terminates  any  distribution  agreement,  or (ii)
unlawfully  denies  approval  of  or  unreasonably  withholds
consent  to  any  assignment,  transfer,   or   sale   of   a
distributor's  business,  assets,  stock,  or other ownership
interest in a distributor, shall (i) pay the distributor  the
fair  market  value  of  that  portion  of  the distributor's
business that the supplier has cancelled, failed to renew, or
otherwise terminated, or (ii) pay the  distributor  or  other
aggrieved person the fair market value of that portion of the
business,  assets,  stock, or other ownership interest sought
to be assigned, transferred, or sold. Fair market value shall
include, but shall not  be  limited  to,  the  value  of  the
goodwill  associated  with  the  business,  assets, stock, or
other ownership interest  valued  hereunder,  and  such  fair
market  value  shall  be  determined  without  regard  to any
marketability, minority interest, or other  similar  discount
or reduction.
    (b)  If  a  supplier and a distributor or other aggrieved
person are unable to agree on the reasonable compensation  to
be  paid  under subsection (a), any such party may maintain a
civil suit as provided in Section  35  of  this  Act  or  the
matter  may, by mutual agreement of the parties, be submitted
to arbitration or mediation.  Unless  the  parties  otherwise
agree,  the  costs  of arbitration shall be shared equally by
the parties.
    (c)  No  distributorship  agreement   may   require   the
distributor to pay more than half the costs of arbitration or
mediation or require arbitration or mediation to be conducted
outside this State.

    Section 35.  Judicial remedies.
    (a)  It  shall  be  an  affirmative  defense in an action
between the parties to a distributorship agreement that  good
cause  existed  for  a  supplier to cancel, fail to renew, or
otherwise terminate the distributorship agreement at issue.
    (b)  If a  supplier  engages  in  any  of  the  practices
prohibited  by  Section 15 of this Act or violates any of the
provisions of Sections  20,  25,  or  30  of  this  Act,  any
aggrieved  distributor or other aggrieved person may bring an
action against the supplier  for  damages  sustained  by  the
distributor  as  a  consequence  thereof,  together  with the
actual costs and expenses of the action, including reasonable
attorney's  fees.   The  aggrieved   distributor   or   other
aggrieved  person  also  may  be  granted  injunctive relief,
including injunctive relief against an unlawful  termination,
cancellation,   nonrenewal,   or   other   termination  of  a
distribution  agreement.  The  remedies  provided   in   this
subsection   (b)  are  cumulative  with  all  other  remedies
available to an  aggrieved  distributor  or  other  aggrieved
person,  including  but  not limited to the remedies provided
for in subsections (c), (d) and (e) of this Section.
    (c)  Upon proper application to the  court,  a  supplier,
distributor, or other aggrieved person may bring an action to
determine  reasonable  compensation  under Section 30 of this
Act.
    (d)  A supplier, distributor, or other  aggrieved  person
may  bring  an action for a declaratory judgment to determine
any  controversy  arising  under  this  Act  or  out  of  the
distributorship relationship.
    (e)  If, in any action brought pursuant to  this  Act,  a
finding is made that a party has not acted in good faith with
respect  to  any  other party to a distribution agreement, an
appropriate penalty shall be assessed against that party and,
in addition, that party shall also  be  ordered  to  pay  the
actual costs and expenses of the action, including reasonable
attorney's fees incurred by the other party.
    (f)  Any  action  brought  pursuant  to this Act shall be
brought in a court of this State or in  a  federal  court  in
this  State  vested  with  jurisdiction over the controversy.
Venue in any such action shall be in accordance with the Code
of Civil Procedure or Title 28 of the U.S. Code, as the  case
may  be,  provided  that  in any action brought in a court of
this State, venue also shall exist in any county in which the
distributorship is located.
    (g)  Nothing in this Act shall (i) prohibit  the  parties
to  any  dispute from agreeing to arbitrate the dispute or to
submit  the  dispute  to  mediation  or  (ii)  prohibit   the
enforcement  of  any  arbitration  or  mediation agreement in
accordance  with  applicable  Illinois  law.  In   any   such
arbitration  or  mediation,  the  definitions and substantive
provisions of this Act shall  apply  and  the  arbitrator  or
mediator may afford the remedies provided for by this Act.

    Section  40.   Application  of  this Act.  This Act shall
govern all relations between suppliers  and  distributors  to
the  fullest extent consistent with the constitutions of this
State and of the United States.  All provisions of  this  Act
which  are  declarative of or clarify existing law, including
the provisions of Section 15(a)(3) of this Act, apply to  all
agreements between a supplier and a distributor whether those
agreements  were  entered  into before or after the effective
date of this Act.   In  addition,  this  Act  shall,  to  the
fullest  extent  permitted  by  law,  apply  (i)  to  conduct
occurring  after  the  effective date of this Act, whether or
not such conduct relates to a distribution agreement  entered
into  before  the  effective  date  of  this Act, and (ii) to
distribution agreements entered into  or  amended  after  the
effective  date  of  this  Act,  including  any  renewal of a
distribution  agreement  in  existence  on  or   before   the
effective  date  of  this  Act.  Renewal  of  a  distribution
agreement  with  a designated term or duration shall mean (i)
the  establishment  of  a  new  term  or  duration,  (ii)  an
extension of the distribution agreement on any  other  basis,
or  (iii)  the shipment of soft drink concentrate or syrup to
the distributor after the expiration of the  designated  term
or  duration.    Renewal  of  a  distribution  agreement that
provides for a  month  to  month,  year  to  year,  or  other
periodic term or duration, shall mean (i) the continuation of
the  distributorship  into  the  next  month,  year, or other
period commencing after the effective date of this Act,  (ii)
an  extension  of  the  distribution  agreement  on any other
basis, or (iii) the shipment of  soft  drink  concentrate  or
syrup  to  a  distributor  after the expiration of the month,
year, or other period of the distribution agreement.  Renewal
of any distribution agreement that does not have a designated
term or duration, or that  is  terminable  at  will  or  upon
notice,  shall mean the shipment of soft drink concentrate or
syrup to a distributor after the effective date of this Act.

    Section 99.  Effective date.  This Act takes effect  upon
becoming law.

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