BILL ANALYSIS                                                                                                                                                                                                    






                 Senate Committee on Labor and Industrial Relations
                               Mark DeSaulnier, Chair

          Date of Hearing: June 24, 2009               2009-2010 Regular  
          Session                              
          Consultant: Rodger Dillon                    Fiscal:No
                                                       Urgency: No
          
                                   Bill No: AB 335
                                   Author: Fuentes
                      Version: As introduced February 18, 2009
          

                                       SUBJECT
          
                                Employment contracts.


                                      KEY ISSUE

          Should provisions of employment contracts be made void and  
          unenforceable if they require an employee, as a condition of  
          obtaining or continuing employment, to use a forum other than  
          California, or to agree to a choice of law other than California  
          law, to resolve employment-related disputes?
          

                                       PURPOSE
          
          To ensure that workers employed in California have unfettered  
          access to their rights under California law. 


                                      ANALYSIS
          
           Existing law:
           
           Codifies the established doctrine that the courts will not  
            enforce an unconscionable contract.  (Civil Code section  
            1670.5).

           Defines unconscionability as having both a "procedural" and a  
            "substantive" element, the former focusing on "oppression" or  
            "surprise" due to unequal bargaining power, the latter on  
            "overly harsh" or "one-sided" results.  (Armendariz v.  
            Foundation Health Psychcare Services, Inc., 24 Cal. 4th 83,  









            114(2000)).

           Rejects forum selections clauses which "would substantially  
            diminish the rights of California residents in a way that  
            violates our state's public policy."  (America Online, Inc. v.  
             Superior Court, 90 Cal. App. 4th 1, 12 (2001)).

           Allows employers to insert certain clauses in employment  
            materials that predetermine the forum or venue into which an  
            employee may bring an employment dispute (i.e. forum/venue  
            selection clauses) and/or the law - either the law of a state  
            or a nation - that will govern the employment dispute (i.e.  
            choice of law clauses).  Employers may place these clauses in  
            job applications, employment agreements, employment handbooks,  
            or other statements of an employer's policies applicable to  
            its employees. 

           Provides, with respect to a contract between a contractor and  
            a subcontractor for the construction of a public or private  
            work of improvement in this state, that a provision shall be  
            void and unenforceable if it purports to require any dispute  
            between the parties to be litigated, arbitrated, or otherwise  
            determined outside this state or purports to preclude a party  
            from commencing such a proceeding or obtaining a judgment or  
            other resolution in this state or the courts of this state.   
            [Code of Civil Procedure section 410.42.]   (This provision is  
            broader than that contemplated by the bill because it  
            absolutely prohibits such contract terms, even if voluntarily  
            agreed to by both parties.)

           Makes certain substantive rights unwaivable as against public  
            policy, such as one's rights under the Consumer Legal Remedies  
            Act [Civil Code 1751] and one's rights under state securities  
            law [Corporations Code 25701].  
           
           Prohibits certain other employment contract provisions as  
            against public policy, such as non-compete provisions. 

          Currently, there is no other statute prohibiting choice of law  
          clauses, which may act as a waiver of California's labor and  
          employment laws.  Further, there is no statute prohibiting  
          contract provisions that require an employee to travel outside  
          Hearing Date:  June 24, 2009                             AB 335  
          Consultant: Rodger Dillon                                Page 2

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          of the state to resolve an employment dispute that arose in  
          California.  


           This Bill  prohibits specified choice of law clauses,  
          venue-selection clauses, or forum-selection clauses in binding  
          employment materials that are imposed on an employee as a  
          condition of employment.  Specifically, this bill:

          1.Makes legislative findings and declarations emphasizing that  
            workers in California should have the protections of  
            California law.

          2.Prohibits an employer from requiring an employee or job  
            applicant, as a condition of employment, to waive the  
            application of California law to any dispute regarding  
            employment, or the securing of employment, in California.

          3.Prohibits an employer from requiring an employee or job  
            applicant, as a condition of employment, to resolve outside of  
            California any dispute regarding employment, or the securing  
            of employment, in California.

          4.Provides that any choice of law, choice or forum, or choice of  
            venue provision in a job application, employment agreement,  
            employment handbook, or other statement of an the provision  
            would have the effect of either of the following:

             a)   Requiring the employee or job applicant, as a condition  
               of employment, to resolve claims outside of California that  
               arose from employment, or the securing of employment, in  
               California.

             b)   Depriving the employee or job applicant of the  
               protection of California law for claims arising from  
               employment, or the securing of employment, in California.

          5.Specifies that nothing in this bill affects the right of an  
            employee to voluntarily agree to a choice of law or forum  
            selection provision that is not required as a condition of  
            employment and that is the subject of independent  
            consideration.
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          Consultant: Rodger Dillon                                Page 3

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                                      COMMENTS
          
          1.  Background

             Rulings of California Courts
            The California Supreme Court has held that out-of-state  
            employers who employ individuals in California may use choice  
            of law and forum selection provisions in their employment  
            contracts, so long as the forum selected offers the employee  
            adequate remedies otherwise available to him or her under  
            California law (see  Olinick v. BMG Entertainment, 42  
            Cal.Rptr.3d 268).  In this case, a California employee tried  
            to bring an age discrimination suit under California's Fair  
            Employment and Housing Act in a California court but was  
            subject to a choice of law clause and forum selection clause  
            in his employment contract, which stated that any employment  
            dispute was to be brought in New York and resolved under New  
            York law.  The Court held that the public policy of California  
            in enforcing its anti-discrimination statutes under FEHA and  
            the convenience of the party and witnesses in adjudicating the  
            case in California do not invalidate the parties' enforceable  
            agreement where the selected forum affords an adequate remedy  
            to the employee.  California courts have seen challenges to  
            the clauses at issue in several cases (see  Hopkins v. Lotus  
            Dev. Corp, 1995 U.S. Dist. Lexis 8804 (N.D. Cal. 1995)   
            requiring California employees to litigate age discrimination  
            and other claims in Massachusetts);  Flake v. Medline Indus.,  
            Inc., 882 F. Supp. 947 (E.D. Cal. 1995)  requiring California  
            employee to litigate age discrimination claims in Illinois;   
            Sarmiento v. BMG Entm't, 326 F. Supp. 2d 1108 (C.D. Cal. 2003)  
             requiring California employee to litigate breach of contract  
            and wage claims in New York).  In these cases, the court has  
            held that the burden is on the employee to prove that the  
            challenged provision is unconscionable or unreasonable.  As a  
            practical matter, this means that the choice-of-law and forum  
            selection provisions are usually enforced.  

            Constitutional Freedom of Contract  
            Under the U.S. Constitution and the California Constitution, a  
            federal or state law may not operate as a substantial  
          Hearing Date:  June 24, 2009                             AB 335  
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            impairment of a contractual relationship (U.S. Const. art. I,   
            10; Cal. Const. art. I,  9).  This bill arguably does not act  
            to prohibit or impair the contractual relationship because the  
            contracting parties may still voluntarily agree to a  
            choice-of-law clause or forum selection clause.  This bill  
            takes the narrower approach of prohibiting employers from  
            forcing employees to accept these provisions as a condition of  
            employment, i.e. the provisions at issue are declared void and  
            unconscionable only to the extent that they are required as a  
            condition of employment.  

            Furthermore, even where a state regulation imposes a  
            substantial impairment on a contractual relationship, the  
            regulation will be upheld if a significant or legitimate  
            public interest justifies the regulation (i.e., the law is  
            aimed at a general social purpose and is not merely "private  
            interest legislation") and if the law adjusts the parties  
            rights in a reasonable and appropriate way (see Energy  
            Reserves Group, Inc. v. Kansas Power & Light Co.  (1983) 459  
            U.S. 400, 411-413;  Associated Builders & Contractors v. Baca   
            (N. D. Cal. 1991) 769 F.Supp. 1537, 1551).   Supporters argue  
            that this bill is aimed at a broad, generalized social problem  
            potentially affecting every California employee, not a private  
            interest matter, and the law addresses the issue in a  
            reasonable and appropriate way by voiding only those contracts  
            that are imposed as a condition of employment (see Allied  
            Structural Steel Co. v. Spannaus  (1978) 438 U.S. 324, 347,  
            349).  

            A Louisiana law nearly identical to the proposed bill was  
            upheld as constitutional by the Louisiana Supreme Court in   
            Sawicki v. K/S Stavanager Prince and Assurance-Foreningen  
            Skuld  (La. 2001) 802 So. 2d 598, 600.  The Louisiana law  
            prohibits choice of forum clauses and choice of law clauses in  
            employment contracts, except where "expressly, knowingly, and  
            voluntarily agreed to and ratified by the employee after the  
            occurrence of the incident which is the subject of the civil  
            or administrative action"  (La. Rev. Stat. 23:921(A)(2)).  The  
            Louisiana Supreme Court held that the statute did not violate  
            the Contract Clause because it did not impair the contractual  
            relationship between the employer and the employee and that  
            the statute reasonably accomplished a legitimate public  
          Hearing Date:  June 24, 2009                             AB 335  
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            purpose.

            Federal Arbitration Act
            The Federal Arbitration Act (FAA) governs the interpretation  
            of arbitration agreements and preempts any state law to the  
            contrary.  State law, however, is applicable to an arbitration  
                       case if the law arose to govern issues concerning  
            the validity, revocability, and enforceability of contracts  
            generally.  Therefore, because this bill states that it is the  
            public policy of the state that forum selection clauses and  
            choice of law clauses are unconscionable if imposed on an  
            employee as a condition of employment, as opposed to  
            prohibiting these clauses altogether, this bill may not be  
            preempted under the FAA.  As a result, because these clauses  
            are not outright prohibited, an employers and employee may  
            have the option to bargain over            whether to insert  
            these clauses into an employment contract.

          2.  Proponent Arguments  :
            
            According to the author, worker advocates have increasingly  
            reported incidents of employees being unable to enforce their  
            rights under California law because the employer imposed a  
            requirement that employment disputes be adjudicated in a  
            distant jurisdiction and/or subject to the laws of a state  
            with weaker employee protections than California.  Supporters  
            of this bill, argue that this bill would prevent unscrupulous  
            employers from evading California's strong worker protection  
            laws.  Additionally, this bill would assure adequate access to  
            an in-state forum for all California workers to bring a labor  
            or employment dispute.  Proponents say that while some  
            existing case law would seem to offer some protection against  
            unfair forum selection provisions the courts are too casually  
            enforcing such law with too little inquiry.

            Proponents state that forum selection clauses and choice of  
            law clauses pose a particularly acute problem for lower income  
            workers and disabled workers.  Those workers that do have the  
            resources or ability to travel might well find that the  
            protection that they had under California law does not exist,  
            or is not as comprehensive, in the jurisdiction that will be  
            deciding their dispute.
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            Further, supporters contend that the current situation  
            benefits out-of-state employers at the expense of California  
            employers.  Employers who remain subject to the rigorous  
            requirements of California labor and employment law are at a  
            distinct competitive disadvantage when an out-of-state  
            employer uses a choice-of-law provision to exempt itself from  
            California's laws governing employment relationships and adopt  
            another State's less burdensome regime.  Proponents believe  
            these agreements are bad for employers, bad for employees and  
            bad public policy for the State of California.  If a business  
            does business here, it should be required to follow California  
            law and not avoid our protections by simply forcing employees,  
            as a condition of employment, to seek redress in another  
            forum.  In support of their arguments that this bill is  
            necessary, supporters points to several cases in which the  
            courts have upheld such clauses and required California  
            employees to litigate their            employment  
            discrimination claims in New York, Massachusetts, and  
            Illinois.

          3.  Opponent Arguments :

            Those opposed to this bill argue that it will unnecessarily  
            prevent California's employers from using choice of law  
            clauses in their employment contracts.  Opponents support the  
            right of  parties to freely contract as they wish - a  
            principle they contends is offended because the bill is an  
            absolute prohibition against waiver, choice of law, forum and  
            venue clauses.  Moreover, judges should have the discretion to  
            allow forum selection clauses when appropriate.  If this bill  
            becomes law, judges will be prevented from allowing forum  
            selection clauses when appropriate.  Opponents contend that,  
            with respect to choice of law clauses, California residents  
            are already protected from unjust contracts and courts already  
            possess the authority to make decisions in this area in the  
            interests of justice.  Therefore, this portion of the bill is  
            unnecessary.  California courts are free to ignore contract  
            terms dictating a different choice of law if doing so would  
            cause a Californian to lose the protections of California law.  
             Further, they are not aware of any abuse in this area and  
            believe that legislation should be narrowly targeted to  
          Hearing Date:  June 24, 2009                             AB 335  
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            resolve specific problems.

            Some opponents of this bill argue primarily that the measure  
            is overbroad.  While they might agree that forcing a  
            rank-and-file employee to resolve disputes outside of  
            California is unfair, the bill would apply to every employee,  
            including the chief executive officer and president.  National  
            sales staff with responsibilities in many states would  
            presumably be covered if the employment relationship was  
            commenced in California.  The bill thus covers a large number  
            of employees with full bargaining power to agree to forum  
            selection and choice of law clauses.  The bill could result in  
            fewer employment opportunities for Californians in today's  
            global workplace since it would discourage such employers from  
            offering employment in California if doing so means they  
            travel across the country or overseas to appear in California  
            courts.

            At least one opponent argues that this bill is the first step  
            towards outlawing all choice of law clauses in contracts,  
            which would be detrimental to California consumers, taxpayers  
            and businesses.  Certain states have well-developed complex  
            law regarding certain areas: Delaware and corporations law,  
            Connecticut and Insurance law, for example, and many  
            non-residents of those states use choice of law clauses to  
            utilize the most well developed and modern law.  California  
            residents benefit from seeing the development of that body of  
            law.  

          4.  Prior Legislation  :

            This bill is identical to AB 1043 (Swanson) from 2007.  That  
            measure was vetoed by Governor Schwarzenegger, whose veto  
            message stated the following:

              This bill appears to create a solution in search of a  
              problem.  California law currently ensures that  
              employees can not be subjected to unconscionable  
              contract provisions that would force them to forego the  
              protections of California law or litigate their claims  
              in an inappropriate out-of-state forum.  Moreover, this  
              bill creates unnecessary and unhelpful uncertainties  
          Hearing Date:  June 24, 2009                             AB 335  
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              for the employers and employees concerning issues of  
              federal preemption.   Lastly, I strongly support the  
              right of parties to freely contract for the terms of  
              their employment relationship.  This bill fundamentally  
              conflicts with that policy.

          5.  Staff Note  :
            
            If approved by the Senate Labor and Industrial Relations  
            Committee, this bill will go to the Senate Judiciary  
            Committee, per Senate Rules.


                                       SUPPORT
          
          California Employment Lawyers Association (sponsor)
          American Federation of State, County and Municipal Employees 
          California Applicants' Attorneys Association
          California Labor Federation
          California Professional Firefighters
          California School Employees Association
          Consumer Attorneys of California
          

                                     OPPOSITION
          
          California Chamber of Commerce
          California Employment Law Council
          Civil Justice Association of California












          Hearing Date:  June 24, 2009                             AB 335  
          Consultant: Rodger Dillon                                Page 9

          Senate Committee on Labor and Industrial Relations