BILL ANALYSIS                                                                                                                                                                                                    






                        SENATE HEALTH AND HUMAN SERVICES
                               COMMITTEE ANALYSIS
                        Senator Martha M. Escutia, Chair


          BILL NO:       SB 1509                                      
          S
          AUTHOR:        Haynes et al.                                
          B
          AMENDED:       March 30, 2000
          HEARING DATE:  April 5, 2000                                
          1
          FISCAL:        Governmental Organization / Appropriations   
          5
                                                                      
          0
          CONSULTANT:                                                 
          9
          Matosantos/McCarthy / ak
                                        

                                     SUBJECT
                                         
                   State contracts:  religious organizations

                                     SUMMARY  

          Changes state contracting law to allow religious  
          organizations to contract with or receive grants from state  
          agencies without altering their religious character. 

                                     ABSTRACT  

          Current state and federal law:
           Guarantees the free exercise and enjoyment of religion  
            without discrimination or preference and provides that  
            the Legislature shall make no law respecting an  
            establishment of religion.

          Current federal law:
           Permits but does not require, state agencies operating  
            the federal TANF (CalWORKs) program to contract with or  
            award grants to religious organizations on the same basis  
            as any other nongovernmental provider, without impairing  
            the religious character of such organizations and in a  
            manner that is consistent with the Establishment Clause  
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            of the U.S. Constitution.  (Section 104, Public Law  
            104-93) 

          Current state law:
           Permits contracting with or awarding grants to religious  
            organizations only to the extent such contracting or  
            awarding was permitted prior to the passage of CalWORKs  
            statutes.  (Welfare and Institutions Code 10619)






          This bill:
          
          1.Declares intent of the Legislature to allow state  
            agencies to contract with nonprofit educational or social  
            service religious organizations on the same basis as any  
            other nongovernmental provider, without impairing the  
            religious character of the organization or diminishing  
            the religious freedom of the beneficiaries of a state  
            funded program.

          2.Requires state agencies that contract with or award  
            grants to nongovernmental entities to consider religious  
            organizations on the same basis as any other private  
            organization under any program administered by the state  
            agency, if the programs are implemented consistent with  
            the U.S. and California constitutions.

          3.Prohibits a state agency from requiring a religious  
            organization contractor to alter its form of internal  
            governance or remove religious symbols to be eligible for  
            a contract or grant.  Prohibits state agencies from  
            discriminating in contracting against an organization on  
            the basis of the organization's religious character.

          4.Authorizes, but does not mandate, that state agencies  
            require religious organizations with which they are  
            contracting to agree not to require attendance or  
            participation in religious activities, as a condition or  
            part of public services provided by the organization.

          5.Requires state agencies, prior to referring individuals  
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            to a contracted provider, to give individuals the option  
            of a religious or nonreligious provider.  Requires state  
            agency to provide individuals who receive, or would  
            receive, state funded assistance from a religious  
            organization, and have objections to its religious  
            character, access to an equally valuable alternative  
            provider within a reasonable time after the date of the  
            objection. 
           
                                  FISCAL IMPACT  

          Unknown.  

                            BACKGROUND AND DISCUSSION  

          Historically, religious institutions have played an  
          important role in providing health and social services and  
          caring for the sick and needy.  However, in part to  
          maintain separation of church and state, and also ensure  
          equal treatment to patients, clients and beneficiaries, the  
          majority of social services are now provided by county  
          civil service merit employees.  Welfare reform rekindled  
          debate about the role of faith-based organizations in the  
          provision of social services.  Congress adopted a  
          "charitable choice" provision in the TANF legislation.   
          This provision authorizes, but does not require, states to  
          give equal consideration to religious and nonreligious  
          organizations whenever they contract with private  
          organizations for the distribution of welfare benefits.  
          California did not adopt the charitable choice provision.   
          Thus, CalWORKs operates according to state and federal laws  
          that were in effect on the date TANF passed. (Welfare and  
          Institutions Code 10619)  Generally, counties can contract  
          out for the provision of services or functions that do not  
          involve determination of eligibility, such as a job  
          training program, childcare or a parenting class.

          California has long contracted with faith-based  
          organizations to provide social services to its population  
          as long as contractees meet regulatory criteria pertaining  
          to the Establishment Clause.  Current law permits the state  
          to contract with faith-based organizations as long as these  
          religiously affiliated organizations establish divisions  
          between their social services and their sectarian programs.  
           Organizations like Catholic Charities, Lutheran Social  
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          Services, Jewish Federation and Salvation Army have  
          received government funding to operate a variety of social  
          service programs.  These separately incorporated,  
          religiously affiliated organizations have played an  
          essential role in combating poverty and providing housing,  
          education and health care services to the poor, elderly,  
          homeless, and other people in need.  These organizations  
          have established separately incorporated agencies, offer  
          services to all without regard to religious belief, hire  
          qualified staff without regard to their faith, and do not  
          require clients to attend participation in religious  
          activities.

          Regulations to implement the charitable choice provision  
          are being developed.
          
          In 1999, California enacted SB 516 (Chapter 551, Statutes  
          of 1999, Section 10006 of the Unemployment Insurance Code)  
          which directed the Department of Social Services and the  
          Employment Development Department to adopt regulations  
          interpreting the "charitable choice" or state option  
          provisions contained in federal law.  SB 516 required the  
          regulations to be consistent with federal law and the  
          federal and state constitutions.  These regulations are  
          currently being developed by the two departments and are  
          required to be completed by July 1, 2000. 

          SB 1509:
          
          This bill would apply the federal "charitable choice"  
          provision to any state agency contracting or awarding  
          grants.  SB 1509 would prohibit discrimination on the basis  
          of religion in the awarding of state public contracts and  
          prohibit a state agency from requiring a religious  
          organization to alter its form of internal governance or  
          remove religious symbols to be eligible for a grant.  It  
          authorizes a state agency to require religious  
          organizations to agree not to require attendance or  
          participation in religious activity, as a condition or part  
          of services provided.  SB 1509 also requires a state  
          agency, prior to referral to a contracted provider, to  
          provide individuals with the option of a religious or  
          nonreligious provider.  Finally, it requires state agencies  
          to provide individuals who receive, or would receive, state  
          funded assistance from an organization and have objections  
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          to the religious character of the organization, access to  
          an equally valuable alternative provider within a  
          reasonable time after the date of the objection. 

          SB 1509 potentially conflicts with federal and state  
          Establishment Clauses
          
          SB 1509 potentially conflicts with the U.S. and California  
          Constitutions' Establishment Clauses, despite its provision  
          that the programs be implemented in a manner consistent  
          with the Establishment Clauses.  The California  
          Constitution states that "Neither the Legislature, nor any  
          county, city and county, township, school district or other  
          municipal corporation, shall ever make an appropriation, or  
          pay from any public fund whatever, or grant anything to or  
          in aid of any religious sect, church, creed, or sectarian  
          purpose." (California Constitution, Article XVI, Section 5)  
           SB 1509 does not provide a definition of "religious  
          organizations".  Therefore, it may permit a "pervasively  
          sectarian" organization to sue the state for not  
          contracting with it, though the U.S. Supreme Court has  
          ruled that "pervasively sectarian" institutions can not  
          receive public funding. (Bowen v. Kendrick, 487 U.S. 589,  
          612 (1988))
           
          SB 1509 prohibits a state agency from requiring a religious  
          organization to alter its form of internal governance or  
          remove religious symbols to be eligible for a grant.   
          However, this provision may be in conflict with U.S.  
          Supreme Court case law, which establishes that "pervasively  
          sectarian" institutions can not receive public funding.   
          The court has established a list of factors that can be  
          considered to determine if an institution is "pervasively  
          sectarian".  These factors include: location near a house  
          of worship; an abundance of religious symbols on the  
          premises; religious discrimination in the institution's  
          hiring practices; the presence of religious activities; and  
          the purposeful articulation of a religious mission.   
          (Wolman v. Water, 433 U.S. 229, 234 (1977); Grand Rapids,  
          473 U.S. at 384 n.6; Hunt, 413 U.S. at 743; Roemer v.  
          Maryland Public Works Board, 426 U.S. 736, 755 (1976)).
          
          Arguments in support

          Supporters of charitable choice believe religious  
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          organizations should be more involved in the provision of  
          social services.  They believe religious organizations are  
          uniquely situated to provide a combination of social  
          services and spiritual guidance to disadvantaged families  
          and people.  Proponents argue that government regulation,  
          centralization and intrusion has led to fewer government  
          resources going to faith-based charitable groups to serve  
          the most needy.  They argue that skepticism about the  
          interest of faith-based groups in providing social  
          services, lack of expertise among faith-based groups  
          regarding the social services system rules and regulations,  
          occasional actively prejudicial treatment of faith-based  
          organizations and confusion among government officials  
          about the legal implications of contracting with  
          faith-based organizations, impact the ability of faith  
          based organizations to provide social services to  
          California citizens.  Proponents of SB 1509 see a need for  
          statutory language that clarifies government's authority to  
          contract with faith based organizations.

          Arguments in opposition
          
          Opponents of SB 1509 argue that charitable choice programs  
          plainly violate the First Amendment's prohibition against  
          funding that promotes religious beliefs.  They are not  
          opposed to religiously affiliated organizations providing  
          publicly funded social services.  However, opponents  
          believe this bill is unnecessary since current law allows  
          the state to contract with religiously affiliated  
          organizations as long as religious organizations set up  
          firewalls between their social services functions and their  
          sectarian mission programs; this ensures services are  
          provided without specific religious messages and with  
          appropriate constitutional safeguards.  Opponents argue  
          that SB 1509 would delete important constitutional  
          safeguards, allow religious institutions to contract with  
          the state to provide services that promote religious  
          beliefs, subject a large segment of Californians to  
          religious coercion and create state-funded employment  
          discrimination.

          Opponents also argue that this measure creates additional  
          potential state liability because it conflicts with  
          anti-discrimination laws and because it does not does not  
          establish standards for choosing between competing  
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          religious organizations in the awarding of contracts.   
          State and federal laws prohibit discrimination on the basis  
          of religion, either by the state and/or by entities that  
          receive state and federal funds.  Religious organizations  
          have specific exemptions from these laws.  Notwithstanding  
          these provisions, the state, and entities receiving state  
          funds, cannot discriminate on the basis of a number of  
          protected categories, including religion.  Thus, if state  
          funded religious organizations employ discriminatory hiring  
          practices, the state as well as the organization would be  
          liable.  Opponents also argue that SB 1509 may result in  
          additional liability because it does not include adequate  
          limits on religious organizations' use of their own funds;  
          thus these organizations could use their own funds to  
          proselytize to individuals participating in government  
          funded activities. 

          Opponents further argue that SB 1509 will create  
          alternative means for providing government services,  
          bypassing the civil service system, resulting in lower  
          wages for California's workers.  Finally, opponents argue  
          that SB 1509 threatens the health of California religious  
          institutions by subjecting their religious ministries to  
          intrusive government regulation, including audits,  
          reporting requirements, and compliance reviews.

                              QUESTIONS AND COMMENTS


















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          1.Is there a qualitative or quantitative benefit to  
            expanding the pool of eligible state grantees or  
            contractors to include faith-based organizations,  
            regardless of their internal governance or the presence  
            of religious symbols in their facility, that would  
            outweigh the client's right to receive services free of  
            religious coercion?

          2.What are the primary obstacles to faith-based  
            organizations participating in state government contracts  
            under current law?

          3.What types of services do proponents of the bill want  
            faith-based organizations to provide (i.e. social  
            services, health, transportation, etc.) through contracts  
            contemplated by this bill?  What types of state agency  
            grants do proponents propose to qualify for under this  
            bill, that they cannot qualify for under current law? 

          4.Are service needs going unfulfilled because the state is  
            unable to find qualified providers who meet current  
            eligibility criteria? 

          5.SB 1509 allows, but does not require, state agencies to  
            specify that religious organizations contracting or  
            receiving grants from the state agree not to require  
            attendance or participation in religious activities as a  
            condition of receiving services. This measure may result  
            in beneficiaries being required to participate in  
            religious activities.
          
          6.SB 1509 declares that its intent is to allow state  
            agencies to contract with or award grants to nonprofit  
            "educational or social service" religious organizations  
            but applies its requirement that state agencies contract  
            with religious organizations on the same basis as other  
            private organizations to any state agency authorized to  
            contract with private non-governmental entities.  Thus,  
            the scope of SB 1509 would be broader than defined in its  
            intent section and may affect any state funded programs.   


          7.SB 1509 requires a state agency, prior to a referral to a  
            "contracted provider", to offer beneficiaries the option  
            of a religious or non-religious service provider.  The  




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            bill also requires referral to an alternative provider in  
            a "reasonable period of time" if an individual objects to  
            the religious character of the organization providing  
            services.  The bill does not currently define what is a  
            reasonable period of time.  Also, the bill does not  
            ensure that the alternative provider will be accessible,  
            equally convenient, etc. 

                                    POSITIONS  

          Support:  Businessmens Fellowship International -  
          Antioch-Pittsburg Chapter
                    Catholic Charities of California
                    Coalition California Welfare Rights  
          Organizations, Inc.
                    JMC Ministry Team Unlimited
                    My Friend's House 

          Oppose:American Civil Liberties Union
                    American Federation of State, County and  
          Municipal Employees
                    California Labor Federation, AFL-CIO
                    Americans United for Separation of Church and  
               State
                    Anti-Defamation League
                    California National Organization for Women
                    Planned Parenthood Affiliates of California
                    Service Employees International Union

                                   -- END --