BILL ANALYSIS                                                                                                                                                                                                    Ó






                             SENATE JUDICIARY COMMITTEE
                             Senator Noreen Evans, Chair
                              2011-2012 Regular Session

          AB 2570 (Hill)
          As Introduced 
          Hearing Date: July 3, 2012
          Fiscal: Yes
          Urgency: No
          LSF/SK
                    

                                        SUBJECT
                                           
                           Licenses: Settlement Agreements

                                      DESCRIPTION  

          This bill would prohibit a licensee who is regulated under the 
          Department of Consumer Affairs (DCA) from including in a civil 
          settlement agreement a provision precluding the plaintiff from 
          contacting or cooperating with the relevant DCA regulatory body 
          (board, bureau, commission, or program).  This bill would 
          subject a licensee in violation of this provision to 
          disciplinary action. 

          This bill would also prohibit a DCA regulatory body from 
          requiring its licensees in a disciplinary action based on a 
          complaint or report that has been settled in a civil action to 
          pay additional monies to the plaintiff in the civil action. 

                                      BACKGROUND

           According to the 2011 Department of Consumer Affairs Referral 
          Guide, DCA licenses and regulates more than 2.5 million 
          Californians in 255 professions and occupations under almost 40 
          regulatory bodies.  These regulated occupations and professions 
          range from health care professionals, to barbers, contractors, 
          engineers, architects, funeral directors, security guards, 
          accountants, pharmacists, manicurists, and many more. 

          The regulatory bodies within DCA are generally responsible for 
          setting the standards of practice of the licensed professionals. 
           These standards are enforced through licensing and enforcement 
          programs administered by the regulatory bodies.  Complaints 
          against license holders are investigated and, when warranted, 
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          may result in disciplinary action against a licensee who 
          violates state laws or regulations.  Discipline may include 
          fines, revocation or suspension of licenses, probation, and/or 
          restitution.  In 2002, AB 269 (Correa, Chapter 107, Statutes of 
          2002) clarified that for all DCA agencies, public protection 
          shall be the highest priority in carrying out their licensing, 
          regulatory, and disciplinary functions. 
                                           
           Sometimes, as part of the settlement of a civil dispute between 
          a plaintiff/consumer and defendant/licensee, a nondisclosure 
          clause will be included prohibiting the plaintiff from 
          contacting or cooperating with the defendant's regulator, or 
          requiring the plaintiff to withdraw a pending complaint before 
          the regulator.  This type of clause in a settlement is commonly 
          referred to as a "regulatory gag clause."

          The Legislature has previously approved prohibitions on 
          regulatory gag orders. In 1996, AB 2789 (Kuehl, Chapter 1104, 
          Statutes of 1996) prohibited attorneys from agreeing to or 
          seeking a settlement, whether before or after the commencement 
          of a civil action regarding the attorney's professional 
          misconduct, that includes a regulatory gag clause.  AB 2789 
          provided that an attorney would be subject to discipline, 
          including suspension and disbarment, for seeking or agreeing to 
          such a settlement. 

          Likewise, AB 2260 (Negrete McLeod, Chapter 565, Statutes of 
          2006) prohibited a doctor or surgeon from including a regulatory 
          gag clause in settlements of civil disputes arising from their 
          practice, whether before or after the commencement of a civil 
          action. AB 2260 specified that such provisions are void as 
          against public policy and subjects a doctor or surgeon to 
          discipline for violation of this law.  AB 2410 (Shelley, Chapter 
          1063, Statutes of 1998) similarly prohibited gag orders 
          regarding problems with a motor vehicle in transfer or sale 
          contracts, in an effort to bolster lemon laws. 

          AB 320 (Correa, 2004) and AB 446 (Negrete McLeod, 2005), bills 
          substantially similar to AB 2570, would have prohibited 
          regulatory gag clauses in civil settlements for all licensees 
          regulated under DCA were passed by the Legislature but vetoed by 
          Governor Schwarzenegger. A very similar bill, AB 249 (Eng, 
          2007), which would have prohibited regulatory gag clauses in 
          settlement agreements by licensees under DCA healing arts 
          boards, was also passed by the Legislature and vetoed by 
          Governor Schwarzenegger.  
                                                                      



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          This bill would extend prohibitions on regulatory gag clauses to 
          all DCA licensees. 

                                CHANGES TO EXISTING LAW
           
           Existing law  establishes the Department of Consumer Affairs and 
          details the various boards, bureaus, commissions, and committees 
          that make up the department. (Bus. & Prof. Code Sec. 100, 101.)
           
          Existing law  states that the boards, bureaus, and commissions in 
          DCA are established for the purpose of ensuring adequate 
          regulation of private businesses and professions to protect the 
          people of California. (Bus. & Prof. Code Sec. 101.6.)

           Existing law  specifies that in carrying out this regulatory 
          function, boards, bureaus, and commissions establish minimum 
          qualifications and competencies for licensing, provide a means 
          for redress of grievances for the public, institute disciplinary 
          action against licensed or registered persons, and conduct 
          periodic checks of licensees and registrants to ensure 
          compliance with relevant code. (Bus. & Prof. Code Sec. 101.6.)
























                                                                      



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           Existing law  states protection of the public shall be the 
          highest priority for all DCA agencies in exercising their 
          licensing, regulatory, and disciplinary functions.  Existing law 
          further provides that whenever the protection of the public is 
          inconsistent with other interests sought to be promoted, the 
          protection of the public shall be paramount. (Bus. & Prof. Code 
          Secs.  472.4, 1601.2, 1742.1, 2001.1, 2450.1, 2460.1, 2531.02, 
          2570.25, 2602.1, 2708.1, 2841.1, 2920.1, 3010.1, 3320.1, 3504.1, 
          3710.1, 4001.1, 4501.1, 4800.1, 4928.1, 4990.125, 4999, 5000.1, 
          5510.15, 5620.1, 6710.1, 7000.6, 7200.1, 7303.1, 7501.05, 
          7601.1, 7810.1, 8005.1, 8520.1, 9810.1, 9880.3, 18602.1, 
          19004.1; Ed. Code Sec. 94770.1.)
           
          Existing law  states that protection of the public shall be the 
          highest priority for the Medical Board of California in 
          exercising its licensing, regulatory, and disciplinary 
          functions. (Bus. & Prof. Code Sec. 2001.1.)
           
          Existing law  prohibits a physician or surgeon from including in 
          an agreement to settle a civil dispute arising from his or her 
          practice any provision that prohibits another party from 
          contacting or cooperating with the Medical Board of California, 
          from filing a complaint with the board, or that requires another 
          party to withdraw a complaint from the board.  Existing law 
          states that such provisions are void as against public policy, 
          and subjects a physician or surgeon who violates this section to 
          disciplinary action by the board. This provision applies to all 
          relevant settlements, whether before or after the commencement 
          of a civil action. (Bus. & Prof. Code Sec. 2220.7.) 

           Existing law  states that protection of the public shall be the 
          highest priority for the State Bar of California and the board 
          of trustees in exercising their licensing, regulatory, and 
          disciplinary functions. (Bus. & Prof. Code Sec. 6001.1.)

           Existing law  makes it cause for suspension, disbarment, or other 
          discipline for an attorney to agree to or seek a settlement that 
          prohibits the report of professional misconduct or the terms of 
          a settlement of professional misconduct to the State Bar, 
          requires the plaintiff to withdraw a disciplinary complaint or 
          not cooperate with investigation or prosecution by the State 
          Bar, or seals the record of any action for professional 
          misconduct from State Bar review.  This provision applies to all 
          settlements, whether before or after the commencement of a civil 
          action. (Bus. & Prof. Code Sec. 6090.5.) 

                                                                      



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           Existing law  prohibits any dealer or lienholder who reacquires a 
          motor vehicle from requiring as a condition of the reacquisition 
          that a buyer or lessee agree not to disclose problems with the 
          vehicle or any nonfinancial terms of the reacquisition.  It also 
          prohibits the inclusion in any release, whether prepared by the 
          dealer or lienholder, of a confidentiality clause, gag clause, 
          or similar clause that prohibits the buyer or lessee from 
          disclosing information to anyone about the problems with the 
          vehicle, or the nonfinancial terms of the reacquisition of the 
          vehicle.  (Civ. Code Sec. 1793.26.)

           This bill  would prohibit a licensee, or an authorized agent of a 
          licensee, who is regulated by a board, bureau, or program within 
          DCA from including or permitting to be included a provision in 
          an agreement to settle a civil dispute that prohibits the other 
          party from contacting, filing a complaint with, or cooperating 
          with the regulatory body, or that requires the other party to 
          withdraw a complaint from the regulatory body. 

           This bill  would subject a licensee in violation of these 
          provisions to disciplinary action by the regulatory body. 

           This bill  would prohibit a regulatory body from requiring its 
          licensees in a disciplinary action based on a complaint or 
          report that has been settled in a civil action to pay additional 
          monies to the benefit of any plaintiff in the civil action. 

                                        COMMENT
           
           1.Stated need for the bill

           The author writes: 

            Regulatory gag clauses inhibit the ability of regulatory 
            agencies to comprehensively and conscientiously perform their 
            oversight function.  The regulatory boards of the Department 
            of Consumer Affairs cannot adequately "protect consumers from 
            unscrupulous and unqualified individuals" (quote from 
            Department's website) if they are unable to communicate with 
            individuals filing complaints or who have been victimized.  
            Furthermore, pressuring aggrieved consumers and injured 
            parties into agreeing to such clauses enables potentially 
            dangerous licensees to continue operating.

            Settlement agreements are an important and valuable mechanism 
            for parties to willingly resolve differences.  However, the 
                                                                      



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            inclusion of gag clauses into settlement agreements allows a 
            perilous veil of secrecy to envelop licensees.  Denying 
            regulators the ability to exercise their disciplinary 
            discretion not only allows this conduct to continue, but 
            potentially endangers future consumers.  
           
          2.Judicial precedence, gag orders as against public policy

           There are several California Appellate Court decisions that have 
          invalidated regulatory gag clauses as contrary to public policy. 
           In one such case, Picton v. Anderson Union High School 
          District, 50 Cal.App.4th 726 (1996), a teacher, Mr. Picton, sued 
          his previous employer for breach of contract after the district 
          sent details of the circumstances surrounding Mr. Picton's 
          resignation to the Commission and Committee on Teacher 
          Credentialing, the body that regulates teaching credentials.  
          The court affirmed a district court's demurrer to Mr. Picton's 
          breach of contract action, despite a nondisclosure agreement 
          between the parties.  In support of the judgment, the court 
          wrote:

            Anderson had to provide the Committee with all of the facts on 
            which Picton's resignation was based, and let the Committee 
            investigate the matter.  Providing anything less would have 
            made a mockery of one of the principal reasons for the 
            existence of the Commission and Committee: the job related 
            oversight of those holding teaching credentials.  There would 
            be no genuine oversight by the Commission and the Committee if 
            the credential holder could contractually dictate what the 
            Commission and the Committee could see.  (Id. at 735.) 

          In Cariveau v. Halferty, 83 Cal.App.4th 126 (2000), the court 
          held that a securities broker cannot prohibit a client from 
          reporting misconduct to regulatory authorities by including a 
          confidentiality clause in a civil settlement agreement that 
          prohibits the client from contacting the broker's regulator. In 
          affirming the trial court's finding that the confidentiality 
          clause was void and unenforceable as a violation of public 
          policy, the court wrote:

            The only interest appellant identifies in support of the 
            contract term is the general policy in favor of promoting the 
            settlement of disputes.  Refusing to enforce the 
            confidentiality clause does not affect the settlement of the 
            dispute Ýbetween the parties] but merely declines assistance 
            to Ýthe broker's] concealment of her wrongdoing.  No 
                                                                      



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            forfeiture is involved, no special interest supports allowing 
            a wrongdoer to hide his or her wrongful acts and continue to 
            take advantage of the malefactor's unsuspecting customers and 
            employer.  The inclusion of a restrictive confidentiality 
            clause in the Forbearance Agreement is not only directly 
            connected to Ýthe broker's] misconduct, but is an instance of 
            misconduct in itself.  The public policy express and implied 
            from the securities laws and regulations outweighs the general 
            interest in settling disputes without litigation.  To permit 
            Ýthe broker's] violations of rules and shield them from 
            administrative review in an agreement to silence wrongdoing 
            would undermine the public's confidence in the integrity of 
            securities oversight.  This type of secret settlement should 
            not be left in some dark oubliette, leaving investors 
            unprotected.  To countenance this agreement would encourage 
            future Ýnational association standards and principles] 
            violators to hide their misdeeds in a secret arrangement free 
            from the light of regulatory scrutiny.  (Id. at 136-137.)

          In Mary R. vs. B. & R. Corporation, 149 Cal.App.3rd 308 (1983), 
          the court ruled that the Division of Medical Quality of the 
          Board of Medical Quality Assurance (now the Medical Board of 
          California) had standing to attack a gag order in a dismissed 
          lawsuit brought by a patient against a physician for allegedly 
          molesting her.  The court struck down the gag order as contrary 
          to public policy. The court wrote:

            Division's statutory obligation to the medical profession and 
            the public to investigate all complaints of physician 
            misconduct in this state has been effectively blocked by the 
            gag order, by interjecting the court's contempt powers, thus 
            giving a judicial stamp of approval to a ploy obviously 
            designed by the physician to aid him to avoid professional 
            regulation inherent in his securing and keeping his 
            professional license Ý?]

            The stipulated order of confidentiality is contrary to public 
            policy, contrary to the ideal that full and impartial justice 
            shall be secured in every matter and designated to secrete the 
            evidence in the case from the very public agency charged with 
            the responsibility of policing the medical profession.  We 
            believe it clearly improper, even on stipulation of the 
            parties, for the court to issue an order designed to not 
            preserve the integrity and efficiency of the administration of 
            justice but to subvert public policy by shielding the doctor 
            from governmental investigation designed to protect the public 
                                                                      



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            from misconduct within the medical profession Ý?] Such a 
            stipulation is against public policy, similar to an agreement 
            to conceal judicial proceedings and to obstruct justice.  (Id. 
            at 316.)

          These cases suggest that regulatory gag clauses prohibiting the 
          public from contacting and cooperating with regulators are 
          contrary to public policy and likely to be struck down by 
          courts.  The Center for Public Interest Law (CPIL) writes in 
          support of this bill that the lack of broad legislation on this 
          issue has led to piecemeal and duplicative legislation to 
          invalidate these clauses.  In an "oppose unless amended" letter, 
          the California Chamber of Commerce, American Council of 
          Engineering Companies and Civil Justice Association of 
          California write that the courts have discretion to strike down 
          these provisions when they believe those provisions shield 
          important information from regulators.  They argue that the 
          case-by-case approach should not be disturbed, as it balances 
          the public interests of finality of disputes and regulation of 
          licensees. 

          While courts do currently have discretion to strike down such 
          provisions, most settlements between licensees and consumers are 
          not heard or challenged in court.  Under existing law, the only 
          way to strike down these regulatory gag clauses is to petition 
          the courts.  As a practical concern, given the current budget 
          realities facing the courts and regulatory agencies, it seems 
          arguably overly burdensome to require consumers and regulators 
          to go to the courts for review of each settlement on a 
          case-by-case basis to reaffirm precedent that such regulatory 
          gag clauses violate public policy.  In addition, the regulatory 
          body could take such an action only if it finds out about the 
          settlement or potential licensee misconduct from a third party.  

             
           3.Finality of disputes

           In opposition, the California Chamber of Commerce, American 
          Council of Engineering Companies and Civil Justice Association 
          of California assert that regulatory gag clauses are valuable 
          tools to ensure the finality of particular disputes.  They 
          contend that if licensees under DCA believe they will likely 
          have to continue a dispute regardless of the terms of the 
          settlement agreement, the licensees will be less likely to 
          settle, and more cases will proceed to court. 

                                                                      



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          This bill would not prohibit settlements between licensees and 
          consumers generally, but would only prohibit regulatory gag 
          orders as part of such settlements.  In effect, this bill would 
          make clearer the line between the civil court actions and 
          regulatory actions which are separate in scope and purpose. 

          The purpose of the civil court action is to make a particular 
          consumer whole financially or otherwise if harmed by past 
          misconduct of the licensee.  The purpose of the regulatory 
          action is to protect the public at large from potential future 
          harm from misconduct of a licensee by giving the regulatory body 
          the opportunity to investigate, and discipline the licensee if 
          it sees fit.  A settled civil dispute would still be final under 
          the provisions of this bill, but the regulatory body would not 
          be barred from receiving a complaint about licensee conduct as a 
          separate and distinct action. 

          Furthermore, complaints made to regulatory agencies are not 
          disclosed to the public, nor are they available by public 
          records request.  The existence of a complaint against a 
          licensee is generally not made public.  The existence of a 
          complaint against a licensee is generally only made public upon 
          the filing of an accusation by the regulatory body, which occurs 
          after a thorough investigation and review of the allegations.  
          Therefore, any unsubstantiated complaint would not impact a 
          licensee otherwise in good standing. 
          
          4.Changes to regulators' disciplinary discretion 

           This bill would prohibit a DCA regulatory body from requiring 
          its licensees in a disciplinary action based on a complaint or 
          report that has been settled in a civil action to pay additional 
          monies to the benefit of any plaintiff in the civil action.  
          Ultimately, this means that if a licensee has already paid a 
          plaintiff a settlement, the regulatory body cannot require the 
          licensee to pay the same plaintiff twice for any complaint 
          already settled between the parties.  This allows a licensee to 
          settle financial claims with a plaintiff with certainty that he 
          or she will not be required by the regulatory body to pay that 
          plaintiff again or for more than agreed to by the parties, while 
          still allowing the regulatory body to hear complaints in 
          furtherance of its mission of public protection. 

          For DCA regulatory agencies that have the power to order 
          restitution for harmed consumers as part of their disciplinary 
          authority, regardless of prior civil action, this would change 
                                                                      



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          the scope of their disciplinary discretion.  However, regulatory 
          agencies that currently have that authority would still be 
          allowed to order restitution in cases that are not based on a 
          complaint that resulted in a payment from the licensee to the 
          consumer, or to order restitution for consumers or complainants 
          who have not previously received a financial settlement from the 
          licensee.  The California Board of Pharmacy and California Board 
          of Accountancy have expressed their opposition to this change to 
          the scope of their disciplinary discretion. 

          In response to this concern the author writes, "Once a financial 
          settlement has been reached to the satisfaction of the two 
          parties, it would be unfair for additional financial penalties 
          to be levied. The regulatory agencies have a wide range of other 
          disciplinary options at their disposal."
           
          5.Applies only to regulatory gag orders, not to any other form 
            of confidentiality agreement between parties
           
          The prohibition on regulatory gag clauses in this bill does not 
          apply to any other type of legal confidentiality or 
          nondisclosure agreement.  For example, parties may still agree 
          to make certain kinds of information in a settlement agreement 
          confidential and preclude that information from being introduced 
          as evidence in a future court proceeding.  This bill would only 
          prohibit clauses that require a plaintiff to not comply or 
          contact regulators or withdraw a complaint submitted to 
          regulators of licensees under DCA. 


           Support  :  Board of Behavioral Services; CALPIRG; Center for 
          Public Interest Law; Consumer Federation of California; 
                                                                        Consumers for Auto Reliability and Safety; Medical Board of 
          California

           Opposition  :  American Council of Engineering Companies, 
          California (unless amended); Board of Pharmacy (unless amended); 
          California Board of Accountancy; California Chamber of Commerce 
          (unless amended); Civil Justice Association of California 
          (unless amended)

                                        HISTORY
           
           Source  :  Author

           Related Pending Legislation  : None Known
                                                                      



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           Prior Legislation  :

          AB 2789 (Kuehl, Chapter 1104, Statutes of 1996) among other 
          things, prohibited attorneys from entering into settlements for 
          professional misconduct that include regulatory gag orders. The 
          bill made an attorney subject to discipline for violation of 
          this provision. 

          AB 2410 (Shelley, Chapter 1063, Statutes of 1998) prohibited any 
          dealer or lienholder who reacquires a motor vehicle from 
          requiring as a condition of the reacquisition that a buyer or 
          lessee agree not to disclose problems with the vehicle or 
          requiring a confidentiality clause, gag clause, or similar 
          clause that prohibits the buyer or lessee from disclosing 
          information to anyone about the problems with the vehicle.  

          AB 320 (Correa, 2004) was substantially similar to AB 2570 and 
          would have prohibited regulatory gag orders in civil cases with 
          DCA licensees.  This bill was vetoed by Governor Schwarzenegger. 


























                                                                      



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          AB 446 (Negrete McLeod, 2005) was substantially similar to AB 
          2570 and would have prohibited regulatory gag orders in civil 
          cases with DCA licensees.  This bill was vetoed by Governor 
          Schwarzenegger. 

          AB 2260 (Negrete McLeod, Chapter 565, Statutes of 2006) 
          prohibited regulatory gag clauses in civil settlement agreements 
          by a physician or surgeon. 

          AB 249 (Eng, 2007) would have prohibited the inclusion of 
          regulatory gag clauses in settlement agreements by healthcare 
          licensees regulated by DCA.  This bill was vetoed by Governor 
          Schwarzenegger. 

          SB 1111 (Negrete McLeod, 2010) among several other provisions, 
          would have prohibited inclusion of regulatory gag clauses in 
          settlement agreements by any licensee of a healing arts board as 
          defined.  This bill failed passage in the Senate Business, 
          Professions, and Economic Development Committee. 

          SB 544 (Price, 2011) was substantially similar to SB 1111 
          (Negrete McLeod, 2010), referenced above.  This bill failed 
          passage in the Senate Business, Professions, and Economic 
          Development Committee. 



           Prior Vote  :

          Senate Business, Professions and Economic Development Committee 
          (Ayes 6, Noes 1)
          Assembly Floor (Ayes 42, Noes 24)
          Assembly Appropriations Committee (Ayes 11, Noes 5)
          Assembly Business, Professions, and Consumer Protection 
          Committee (Ayes 6, Noes 3)

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