BILL ANALYSIS                                                                                                                                                                                                    Ó



                                                                  SB 496
                                                                  Page 1


          SENATE THIRD READING
          SB 496 (Wright)
          As Amended June 25, 2013
          Majority vote 

           SENATE VOTE  :34-0  
           
           JUDICIARY           10-0        APPROPRIATIONS      13-2        
           
           ----------------------------------------------------------------- 
          |Ayes:|Wieckowski, Wagner,       |Ayes:|Gatto, Bocanegra,         |
          |     |Alejo, Chau, Dickinson,   |     |Bradford,                 |
          |     |Garcia, Gorell,           |     |Ian Calderon, Campos,     |
          |     |Maienschein, Muratsuchi,  |     |Eggman, Gomez, Hall,      |
          |     |Stone                     |     |Holden, Linder, Pan,      |
          |     |                          |     |Quirk, Weber              |
          |-----+--------------------------+-----+--------------------------|
          |     |                          |     |                          |
          |     |                          |Nays:|Harkey, Bigelow           |
          |     |                          |     |                          |
           ----------------------------------------------------------------- 
           SUMMARY  :  Revises whistleblower protection.  Specifically,  this  
          bill  :   

          1)Clarifies that there are two different administrative hearings  
            contemplated by the California Whistleblower Protection Act  
            (WPA), an initial informal hearing and an evidentiary hearing.  
             

          2)Codifies case law holding that a complainant has exhausted  
            required administrative processes by filing a complaint with  
            the State Personnel Board (SPB) and waiting the required  
            70-day statutory period if the SPB has not first issued  
            findings of the informal hearing or investigation, following  
            which the complainant is entitled to file an independent civil  
            action for de novo consideration. 

          3)Permits, as an exception to the de novo civil action, the SPB  
            to consolidate a complaint with a related appeal of  
            disciplinary action filed by the same complainant, and permits  
            the decision after an evidentiary hearing in the consolidated  
            matter to be reviewed only by writ proceeding. 

          4)Provides that a civil action filed by the whistleblower does  








                                                                  SB 496
                                                                  Page 2


            not preclude an accused department or manager from requesting  
            an evidentiary hearing through the administrative process, nor  
            does the request of an accused department or manager for an  
            evidentiary hearing under the administrative process preclude  
            a whistleblower from filing a civil action.

          5)Clarifies that SPB's findings from the informal hearing or  
            investigation are not binding or entitled to deference in an  
            evidentiary hearing or a civil action.

          6)Provides that for the purposes of appealing a decision in an  
            administrative evidentiary hearing separate and apart from a  
            whistleblower's civil action, the SPB shall issue a decision  
            which an aggrieved party can appeal by filing a petition for  
            writ of mandate with the superior court.  

          7)Clarifies existing law that an action for damages pursuant to  
            the WPA is exempt from the presentation requirements of the  
            Government Claims Act.

          8)Prohibits an employer from retaliating against an employee  
            because the employer believes that the employee disclosed or  
            may disclose information to a government or law enforcement  
            agency, or to a person with authority over the employee or  
            another employee who has the authority to investigate,  
            discover, or correct the violation or noncompliance, if the  
            employee has reasonable cause to believe that the information  
            discloses a violation of state or federal statute, or a  
            violation of or noncompliance with a local, state, or federal  
            rule or regulation, regardless of whether disclosing the  
            information is part of the employee's job duties. 

          9)Prohibits an employer from retaliating against an employee for  
            disclosing, or refusing to participate in an activity that  
            would result in, a violation of or noncompliance with a local  
            rule or regulation.

           EXISTING LAW  :

          1)Protects the right of state employees to report improper  
            government activity, as defined, without fear of retribution  
            through the WPA.  

          2)Prohibits any state employee from using his or her official  








                                                                  SB 496
                                                                  Page 3


            authority for the purposes of interfering with another's right  
            to report improper government activity, as defined.  

          3)Requires a whistleblower who alleges retaliation for reporting  
            improper governmental activity to file a written complaint  
            with his or her appointing power and authorizes the  
            whistleblower also to file a copy of the complaint with the  
            SPB.  

          4)Requires SPB to initiate an investigation or hearing within 10  
            days of receiving the complaint and requires SPB's Executive  
            Officer to complete findings of the investigation or hearing  
            within 60 working days thereafter (i.e., 70 days total).  

          5)Permits the Executive Officer to consolidate the retaliation  
            claim with other related claims by the whistleblower such as  
            an appeal of adverse action, in which case, the 70-day time  
            frame for initiating the investigation or hearing and  
            completing findings is not applicable.  

          6)Subjects any person found to have intentionally engaged in  
            retaliation prohibited by the WPA to penalties, including a  
            fine not to exceed $10,000, imprisonment not to exceed one  
            year, and, if a civil service employee, adverse action, as  
            defined.  

          7)Provides a whistleblower alleging retaliation a right to bring  
            a separate civil action for damages in superior court  
            independent of the SPB administrative process provided that  
            the whistleblower has filed a written complaint with the SPB  
            and the Executive Officer has issued findings or time for  
            issuing findings has expired.  

          8)Requires, pursuant to the Government Claims Act, written  
            presentment of certain claims to the state as a prerequisite  
            to commencement of actions for money or damages.  

          9)Makes technical and clarifying statutory revisions to the SPB  
            complaint process to harmonize Government Code Sections  
            8547.3, 8547.8 and 19683.

          10)Prohibits an employer from making, adopting, or enforcing any  
            rule, regulation, or policy preventing an employee from  
            disclosing information to a government or law enforcement  








                                                                  SB 496
                                                                  Page 4


            agency, if the employee has reasonable cause to believe that  
            the information discloses a violation of state or federal  
            statute, or a violation of or noncompliance with a state or  
            federal rule or regulation.  Existing law prohibits any  
            employer from retaliating against an employee for disclosing  
            information to a government or law enforcement agency pursuant  
            to these provisions or for refusing to participate in an  
            activity that would result in a violation of a state or  
            federal statute or noncompliance with a state or federal rule  
            or regulation.  Under existing law, an employer who violates  
            these provisions is guilty of a crime.  

           FISCAL EFFECT  :  According to the Assembly Appropriations  
          Committee:

          1)Minor absorbable costs to the SPB and the Department of Human  
            Resources, as the bill is generally consistent with current  
            practice and existing caseloads are not significant. According  
            to the SPB's most recent Whistleblower Complaint Report, for  
            2011, 62 whistleblower retaliation complaints were filed.  Of  
            those, 12 were accepted, of which nine were dismissed and  
            three were consolidated with a pending evidentiary hearing.

          2)Any costs to local governments will not be state reimbursable.
          
          COMMENTS  :  The author explains the bill as follows:  "SB 496 is  
          designed to expand protections for whistleblowers in the public  
          and private sectors by closing some loopholes and clarifying  
          rules and procedures in filing a claim and seeking redress in a  
          civil action.  It clarifies rules to permit civil actions  
          without filing a Tort Claim application, clarifies terms,  
          expands coverage to local laws and firings in anticipation of a  
          whistleblower disclosure."

          This measure clarifies rights and procedures under the  
          California Whistleblower Protection Act and related laws,  
          codifying case law regarding court review and more explicitly  
          setting forth administrative and judicial processes, and  
          updating related whistleblower protections against retaliation.   
          Supporters argue that clarification will improve protections and  
          give greater guidance to parties, administrative agencies and  
          the courts. 

          Importantly, the bill would expressly codify and clarify the  








                                                                  SB 496
                                                                  Page 5


          California Supreme Court's holding in State Board of  
          Chiropractic Examiners v. Superior Court (Arbuckle) 2009 45 Cal.  
          4th 963 that "[t]he Legislature expressly authorized a damages  
          action in superior court for whistleblower retaliation  
          (citation), and in doing so it expressly acknowledged the  
          existence of a parallel administrative remedy."  (45 Cal. 4th  
          963 at 976.)

          The bill further clarifies that notice of WPA claims is  
          accomplished by filing with the SPB, obviating the need for  
          additional presentment under the Government Claims Act,  
          consistently with the existing law.

          Finally, the bill makes prudent changes to the corresponding  
          anti-retaliation provisions of the Labor Code so that complaints  
          about alleged violations of local law are covered, as well as  
          internal complaints and perceived or anticipatory retaliation.


           Analysis Prepared by  :    Kevin G. Baker / JUD. / (916) 319-2334 


                                                                FN: 0001435