BILL ANALYSIS                                                                                                                                                                                                    






                             SENATE JUDICIARY COMMITTEE
                           Senator Ellen M. Corbett, Chair
                              2009-2010 Regular Session


          SB 115                                                      S
          Senator Lowenthal                                           B
          As Amended March 24, 2009
          Hearing Date: March 31, 2009                                1
          Government Code                                             1
          GMO:jd                                                      5
                                                                      

                                        SUBJECT
                                           
                           Public Employees: Loyalty Oath

                                      DESCRIPTION  

          This bill would require that a public employee or employment  
          applicant be permitted to take and sign a modified oath of  
          office based on the employee's or applicant's moral, ethical, or  
          religious beliefs that conflict with his or her ability to take  
          such oath without mental reservation, so long as he or she is  
          willing and able to uphold the Constitutions of the United  
          States and California.  This would not apply to a public  
          official who is elected or who serves at the pleasure of an  
          elected official.

          The bill would provide the language for such a modified oath of  
          office.

                                      BACKGROUND  

          SB 1322 (Lowenthal, 2008) contained provisions of SB 115 as well  
          as sought to repeal a number of McCarthy-era laws relating to  
          anti-communism.  SB 1322 was vetoed, but the Governor's message  
          referred only to the repeal of the anti-communism statutes, not  
          to the loyalty oath provisions of the bill.  SB 115 addresses  
          only the loyalty oath applicable to public employees.

          Section 3 of Article XX of the California Constitution requires  
          that members of the Legislature and all public officers and  
          employees take a prescribed loyalty oath but permits the  
          Legislature to make exceptions from the oath for "inferior  
          officers and employees." (The entire oath, minus the part found  
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          unconstitutional as an abridgment of the First Amendment in  
          Vogel v. County of Los Angeles (1967) 68 Cal.2d 18, is found in  
          Comment 2 of this analysis.)

          Members of some religions, such as Jehovah's Witnesses, are  
          precluded by their faith from taking oaths.  Others, such as  
          Quakers, are committed by faith to pacifism and interpret the  
          phrase "defend [the constitution] against all enemies, foreign  
          and domestic" as requiring them to participate in war or  
          violence.

          In 2008, two Quakers were denied employment by the California  
          State University system for refusing to sign or altering the  
          loyalty oath because it conflicted with their religious beliefs.  
           Only after lawsuits were filed and the CSU suffered significant  
          public criticism were those instructors ultimately hired.

                                CHANGES TO EXISTING LAW
           
           Existing law  , Section 3 of Article XX of the California  
          Constitution requires that Members of the Legislature and all  
          public officers and employees take and subscribe the oath that  
          is set forth in its provisions and defines public officer and  
          employee for these purposes.  This Section permits the  
          Legislature to make exceptions from the oath requirement for  
          "inferior officers and employees."

           Existing case law  invalidated the second paragraph of the oath  
          set forth in Section 3 of Article XX of the California  
          Constitution as an unconstitutional violation of the rights  
          guaranteed by the First Amendment of the United States  
          Constitution. (Vogel v. County of Los Angeles (1967) 68 Cal.2d  
          18.)

           This bill  would establish an alternative oath for applicants for  
          public employment and for public employees who are precluded by  
          their moral, ethical, or religious beliefs from taking and  
          subscribing the loyalty oath specified in Section 3 of Article  
          XX of the California Constitution from taking such oaths or from  
          the ability to take such oaths without mental reservation.

                                        COMMENT
           
          1.  Stated need for the bill
           
          The author writes:
                                                                      



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            SB 1322 creates a religious exemption to the loyalty  
            oath, allowing persons, other than elected or appointed  
            officials, whose moral, ethical, or religious beliefs  
            conflict with the current oath to sign an alternative  
            statement affirming that the person is willing to uphold  
            the constitution and all laws and to faithfully discharge  
            the duties of employment?

            We should not be asking people to violate their faith in  
            order to work for the state of California as long as they  
            will uphold the laws of this state and fulfill the  
            obligations of their job.
            
          

          2.    The loyalty oath
             
          Section 3, Article XX contains the loyalty oath.  It begins:

            "I, ______, do solemnly swear (or affirm) that I will  
            support and defend the Constitution of the United States  
            and the Constitution of the State of California against  
            all enemies, foreign and domestic; that I will bear true  
            faith and allegiance to the Constitution of the United  
            States and the State of California; that I take this  
            obligation freely, without mental reservation or purpose  
            of evasion; and that I will well and faithfully discharge  
            the duties upon which I am about to enter." 

          It should be noted that the second paragraph of this oath as  
          stated in Section 3 Article XX was struck down as violative of  
          the First Amendment right of association in the case of Vogel v.  
          County of Los Angeles, supra.  However, that second paragraph  
          (pertaining to membership in organizations "advocating the  
          overthrow of the state and federal governments" (e.g.,  
          membership in the communist party)) was found to be severable  
          from the first paragraph affirming loyalty and defense of the  
          Constitution, and thus unaffected by Vogel. (Smith v. County  
          Engineer of San Diego County (App. 4 Dist. 1968) 266 Cal.App.2d  
          645.)  All public officials required to take the oath of office  
          today take and sign only the oath as described above.

          SB 115 would provide an alternative loyalty oath to those whose  
          moral, ethical or religious beliefs conflict with the above oath  
          such that they could not make the oath or sign it without mental  
                                                                      



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          reservation.  This alternative oath would state:

            "I, _____, do solemnly affirm that I will uphold the  
            constitution of the United States and the Constitution  
            and all other laws of the State of California; that I  
            take this obligation freely, without any mental  
            reservation or purpose of evasion; and that I will well  
            and faithfully discharge the duties upon which I am about  
            to enter."

          Supporters of SB 115 believe that "as long as an employee or  
          applicant seeking public employment is able to fully carry out  
          his or her duties of employment, they should not be forced to  
          take the oath of office if their moral, ethical, or religious  
          beliefs conflict with their ability to take the oath." (AFSCME  
          letter dated March 20, 2009.)  Another supporter, California  
          Church Impact, representing "1.5 million members in the  
          mainstream, progressive Protestant communities of faith," is  
          more explicit:

            "?For us, individual conscience is a powerful aspect of both  
            faith and democracy.  For that reason, we strongly support SB  
            115 that provides a waiver from the state loyalty oaths for  
            those people for whom this is a violation of their moral,  
            ethical, and religious beliefs.

            It is appalling?that we even demand loyalty oaths in this day  
            and age.  However, given our obsession with terrorism and  
            insistence that we "prove" our loyalty to California and the  
            Constitution, it nevertheless infringes on many people's most  
            profound moral principles.

            Loyalty is not dependent on a piece of paper.  Upstanding  
            citizens and state employees are manifest by what they do and  
            believe, not by what they do or do not sign.  We strongly  
            support Sen. Lowenthal's important bill to restore individual  
            belief and conscience to this hiring process.  It is  
            unspeakable that jobs are lost over something so fundamental  
            as human conscience."

          The Friends Committee on Legislation of California states that  
          "[w]hile it is obvious that the loyalty oath requirement will  
          not deter those who would engage in terrorism or other violent  
          activities, those who are impacted are people whose religious or  
          personal convictions are in conflict with the loyalty oath  
          requirements.  Last year, two university instructors, Marianne  
                                                                      



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          Kearney-Brown and Wendy Gonaver, both members of the Religious  
          Society of Friends, were terminated by the California State  
          University because they could not in good conscience adhere to  
          their oath without clarifying that they could only defend the  
          Constitution nonviolently?These are people who uphold the laws  
          of the land and pose no threat to society.  The choices they  
          face are to set aside their religious convictions and sign the  
          oath - which trivializes both - or they may refuse to sign the  
          oath and be denied employment.  Though Kearny-Brown and Gonaver  
          were eventually reinstated, it was only after considerable legal  
          wrangling and a lot of negative publicity for the CSU."

          The Senate Judiciary Committee has received close to 100 letters  
          from individuals in support of SB 115.

          3.    Statement expressing conflict with moral, ethical, or  
          religious beliefs required  

          A person who opts to take and sign the alternative oath  
          discussed in Comment 2 would be required, under SB 115, to sign  
          a separate statement regarding why he or she declines to take  
          the oath currently prescribed for public officials.  The  
          statement would substantially state that he or she declines to  
          take and subscribe to the oath required by Section 3 of Article  
          XX of the California Constitution based on moral, ethical, or  
          religious beliefs that conflict with his or her ability to take  
          and subscribe to the oath without mental reservation.  

          4.    Alternative oath would not apply to elected public official  
            or appointee of elected official  

          This bill would not affect the loyalty oath required of elected  
          officials or their appointees.  In other words, these officials  
          would be required, under the constitutional mandate of Section 3  
          of Article XX, to take and subscribe to the oath exactly as  
          stated in that provision.
          5.    Opponents' concerns

           Some public employers oppose the provision of an alternative  
          oath to employees or applicants based upon moral, ethical, or  
          religious beliefs in conflict with that person's ability to take  
          and subscribe the oath without mental reservation.

          The City of Palm Desert "seeks at all times to accommodate  
          potential employees without regard to race, religion, sex,  
          country of origin, personal beliefs, etc.  However, in order to  
                                                                      



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          be consistent, public employers should have the freedom to  
          require all employees to subscribe to the same manner in taking  
          the oath of office for employment.  Therefore, the City of Palm  
          Desert must respectfully oppose SB 115."

          Providing an employee or applicant for employment with the  
          alternative oaths of office (the current loyalty oath and that  
          proposed by SB 115) would not violate Vogel, Smith, or any other  
          statute or case law that staff is aware of, and employers, under  
          current law and under this bill, would not be required to do  
          more or less than is required by Section 3, Article XX of the  
          Constitution.  The alternative oath is being added to the  
          Government Code, which is well within the power of the  
          Legislature to do, for "inferior officers and employees."

           Support:  American Civil Liberties Union; American Federation of  
          State, County and Municipal Employees, AFL-CIO (AFSCME);  
          California Church Impact; Friends Committee on Legislation of  
          California; 100 plus individuals  
           
           Opposition  : City of Palm Desert (letter dated prior to amendment  
          dated March 24, 2009)

                                        HISTORY
           
           Source  :  Author

           Related Pending Legislation  :  None Known

           Prior Legislation  :  SB 1322 (Lowenthal, 2008).  (See  
          Background.)


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