BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 76
                                                                  Page  1

          Date of Hearing:  March 4, 2003

                           ASSEMBLY COMMITTEE ON JUDICIARY
                               Ellen M. Corbett, Chair
                   AB 76 (Corbett) - As Amended:  February 27, 2003
           
          SUBJECT  :   PROTECTING EMPLOYEES IN THE WORKPLACE FROM UNLAWFUL  
          HARASSMENT BY CUSTOMERS, CLIENTS, AND OTHER NON-EMPLOYEES 

           KEY ISSUE  :  REGARDLESS OF WHETHER A PERPETRATOR OF HARASSMENT IS  
          A FELLOW EMPLOYEE, A CUSTOMER OR OTHER THIRD PARTY, SHOULD NOT  
          AN EMPLOYER BE POTENTIALLY RESPONSIBLE FOR REASONABLY PROTECTING  
          EMPLOYEES FROM UNLAWFUL HARASSMENT, IF THE EMPLOYER KNEW OR  
          SHOULD HAVE KNOWN OF THE HARASSMENT AND FAILED TO TAKE IMMEDIATE  
          AND APPROPRIATE CORRECTIVE ACTION TO STOP IT? 

                                      SYNOPSIS
          
          This bill addresses a critical question surrounding workplace  
          protections against sexual and other forms of harassment:  
          whether the state's principal anti-harassment law imposes a duty  
          on an employer to take reasonable steps to prevent employees  
          from being harassed in the workplace   by clients or customers.   
          In so doing, the bill seeks to invalidate the recent court  
          decision in  Salazar v. Diversified Paratransit, Inc  ., a case  
          that shocked many employment law experts by holding that the  
          Legislature intended that employers could never be potentially  
          responsible for protecting their workers from sexual or other  
          forms of harassment if such harassment was committed by  
          customers or other outside parties in the workplace.  Although  
          the  Salazar  case was recently accepted by the California Supreme  
          Court for consideration, and therefore is not presently viable  
          law, enactment of this legislation would put to rest any  
          question of legislative intent raised in the case and thereby  
          likely eliminate the need for the Supreme Court to hear the  
          case.

          Supporters of the bill, made up of the Attorney General as well  
          as statewide labor and civil rights groups, argue that the bill  
          merely maintains the reasonable protections against harassment  
          by non-employees California workers have long enjoyed under  
          state as well as federal law.  Opponents, on the other hand,  
          comprising the Chamber of Commerce, other employer groups and  
          individual businesses, argue that employers in California should  
          face a lesser liability standard for third party harassment  








                                                                  AB 76
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          under state law than they face under federal law.  Opponents  
          state that unlike employees whom they control, they believe they  
          have no control over third parties with whom they do business,  
          and consequently should at most be potentially liable for such  
          workplace harassment only if they actually knew the employee was  
          being harassed by a third party and did not take immediate and  
          appropriate steps to prevent it.

          In order to ensure that the Legislature's intention to  
          invalidate the  Salazar  case in this bill is clear, and to ensure  
          that Ms. Salazar is afforded the opportunity to pursue her  
          liability contentions under the Fair Employment and Housing Act,  
          an author's amendment to the bill is suggested reflecting the  
          continuing legislative intent regarding the issue of third party  
          harassment. 
           
           SUMMARY  :  Effectively invalidates the 2002 court of appeal  
          decision of Salazar v. Diversified Paratransit, Inc., 126  
          Cal.Rptr.2d 475 (2002), which held that unlike under federal  
          law, under the state's Fair Employment and Housing Act employers  
          in California are not potentially liable for serious harassment  
          perpetrated against their workers by customers, vendors, and  
          other third parties.  Specifically,  this   bill  : 

          1)Clarifies language in the Fair Employment and Housing Act  
            (FEHA) to ensure that under state law employers may  
            potentially be liable for harassment committed against their  
            workers by clients, customers and other third parties if they  
            knew or should have known of the harassment and failed to take  
            immediate and appropriate corrective action to stop the  
            harassment.

          2)Effectively invalidates the court of appeal decision last year  
            of Salazar v. Diversified Paratransit, Inc., 126 Cal.Rptr.2d  
            475 (2002).

          3)Ensures that California's discrimination law is not weaker  
            than federal law in the area of the workplace regarding  
            workplace protections for employees facing harassment by  
            customers and other third parties.

           EXISTING LAW  :

          1)Makes it an unlawful employment practice, under the FEHA, for  
            an employer or other covered entity to harass an employee or  








                                                                  AB 76
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            other covered individual because of race, religious creed,  
            color, national origin, ancestry, physical disability, mental  
            disability, medical condition, marital status, sex, age or  
            sexual orientation.  (Government Code Section 12940(j)(1).   
            All further statutory references are to this code.)  

          2)Provides that harassment of an employee or other covered  
            individual by an employee other than an agent or supervisor is  
            unlawful if the employer knew or should have known of the  
            conduct and failed to take immediate and appropriate  
            corrective action, and requires employers in California to  
            seek to prevent all harassment in the workplace by taking "all  
            reasonable steps to prevent harassment from occurring."   
            (Section 12940 (j)(1) and (k).)

          3)Requires employers to take "a very dim view of all forms of  
            harassment, whether by supervisors or others."  (Carrisales v.  
            Department of Corrections (1999) 21 Cal.4th 1132, 1139  
            (emphasis added.))  

          4)Contains, in the uncodified preamble to the FEHA since 1984,  
            the Legislature's intent that  "employers be required to  
            establish affirmative programs . . . so that work sites will  
            be maintained free from prohibited harassment and  
            discrimination by . . . [employers'] . . . agents,  
            administrators, and supervisors as well as by their  
            non-supervisors and clientele."(Stats.1984, ch. 1754, 1  
            (emphasis added).)

           FISCAL EFFECT  :   The current version of this bill is keyed  
          fiscal.

           COMMENTS  :   This bill is sponsored by the California Labor  
          Federation and the California chapter of the National  
          Organization for Women.  The bill addresses a critical question  
          surrounding workplace protections against sexual and other forms  
          of harassment: whether or not the state's principal  
          anti-harassment law, when fairly read, imposes a duty on an  
          employer to take reasonable steps to prevent its employees from  
          being harassed in the workplace by clients or customers of the  
          employer.  In so doing, the bill seeks to invalidate the recent  
          court decision in Salazar V. Diversified Paratransit, Inc., a  
          case that shocked many employment law experts when it held that  
          the Legislature did not intend the state's Fair Employment and  
          Housing Act (FEHA) to hold employers potentially responsible for  








                                                                  AB 76
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          protecting their workers from sexual or other forms of  
          harassment if such harassment was committed by customers or  
          other outside parties in the workplace.

          In support of the bill, the author states:

              Every once in a while, a court decision comes down in  
              our sister branch that truly shocks the conscience.   
              This bill addresses one such case, where female bus  
              driver Raquel Salazar was forced to endure serious and  
              repeated harassment by a bus rider without her employer  
              taking reasonable steps to protect her.  Amazingly,  
              when Ms. Salazar sought relief against her employer for  
              the injuries she suffered, the trial court, and  
              subsequently the court of appeal, held that no relief  
              was available under the FEHA and dismissed her case.   
              This is not only an outrage for Ms. Salazar, it is  
              unacceptable for all California workers, and we in the  
              Legislature must set it right.

           The Salazar Majority Decision  :  In the majority opinion, a  
          sharply divided Court of Appeal concluded that although the FEHA  
          created an affirmative duty requiring employers to prevent  
          workplace harassment, that duty was intended to extend solely to  
          such harassment committed by the employer's employees,  
          supervisors and agents.  The majority therefore concluded that-  
          regardless of how egregious the harassment, or the employer's  
          actual knowledge of it- the employer's duty to prevent  
          harassment did not extend to harassment by the employer's  
          customers or clients.
            
           The Blistering Dissent in Salazar  :  In the 2-1 decision in  
          Salazar, Presiding Justice Joan Dempsey Klein vociferously  
          dissented, stating that the majority's opinion makes no sense as  
          a matter of statutory construction, and does serious damage to  
          the fundamental policies which the FEHA was intended to further.  
           Indeed, Justice Klein noted that the employer forced Ms.  
          Salazar, over her protests and as a condition of her continued  
          employment, to interact with the client in circumstances where  
          Ms. Salazar was ultimately forced to be sexually exposed to a  
          client of the business for whom she worked.  Thus, wrote Justice  
          Klein, the very powerlessness that underlies so much of our  
          anti-harassment law was directly implicated by the circumstances  
          of her case.  It obviously made no difference to Ms. Salazar  
          whether the threat to her safety came from a fellow employee, or  








                                                                  AB 76
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          from a client or anyone else with whom she was required to  
          interact.  (Salazar, supra.) 
           
          The Uncodified Intent Provision in FEHA Would Appear to Settle  
          Any Argument Here.   As noted above, the uncodified preamble to  
          the FEHA has for almost 20 years stated legislative intent that   
          "employers be required to establish affirmative programs . . .  
          so that work sites will be maintained free from prohibited  
          harassment and discrimination by . . . [employers'] . . .  
          agents, administrators, and supervisors as well as by their  
          non-supervisors and clientele."  (Stats.1984, ch. 1754,  1,  
          emphasis added.)  Supporters of this bill, in addition to  
          Presiding Justice Klein in her dissent in Salazar, suggest this  
          language should put a quick end to the question whether the  
          Legislature intended to cover third party harassment under FEHA.  
           It is well-settled that uncodified provisions of a statute may  
          be relied upon as reliable indicators of legislative intent.   
          (See, e.g., Barker v. Brown & Williamson Tobacco Corp. (2001) 88  
          Cal.App.4th 42, 49.)  
            
          The View of the Department of Fair Employment and Housing  :  It  
          should be noted that in response to an inquiry from the  
          Committee as to the view of the state agency vested with the  
          duty for interpreting and implementing the FEHA, the Department  
          verified to the Committee that it does indeed now and has long  
          considered such cases against third parties covered under the  
          umbrella of the FEHA.  As Justice Klein noted in her dissent in  
          Salazar, it is settled that agency interpretation is an  
          interpretive tool, and it is appropriate to look to the  
          Department's interpretation for guidance. 
                
          Passage Of The Legislation Will Keep State Law Consistent With  
          Federal Law Regarding Third Party Harassment  :  There appears to  
          be little dispute that enactment of this bill will ensure that  
          state law in this area is consistent with the federal approach  
          to third party harassment.  The converse is of course also true:  
           if the Salazar case is permitted to stand, California law in  
          this area will be less worker-protective than federal law.

          The federal cases are virtually unanimous in their conclusion  
          that an employer may be held liable for a non-employee's sexual  
          harassment of an employee, if the employer fails to remedy or  
          prevent a hostile or offensive work environment which  
          management-level employees knew, or in the exercise of  
          reasonable care should have known, existed.  (See, e.g., Crist  








                                                                  AB 76
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          v. Focus Homes, Inc. (8th Cir. 1997) 122 F.3d 1107, 1112  
          (residential home could be held liable for failing to take  
          reasonable steps to protect its employees from sexual assaults  
          by a client with a developmental disability who had a known  
          history of sexually harassing his caregivers)).

          The author notes:  "My bill will renew a strong message to  
          employers that unlawful harassment of employees will not be  
          tolerated, regardless of the technical title of the harasser, so  
          long as the employer knew or should have known of the harassment  
          and failed to take reasonable actions to protect his or her  
          employees."  

           California Treatises Also Recognize that Employers Can be Held  
          Liable for Failing to Protect their Employees from Harassment  
          from Their Clients  :  Leading California practice guides on  
          employment law states that an employer may be held liable for  
          harassment of its employees by non-employees, when the employer  
          fails to take reasonable steps to prevent the harassment.  (See,  
          e.g., Chin, Cathcart, Exelrod & Wiseman, Cal.Prac. Guide:  
          Employment Litigation (The Rutter Group 2001), Sections  
          10:119-10:120, 10:410-10:411; 2 Advising California Employers  
          (Cont.Ed.Bar 2d 3d. 2001) section 16.78, p. 1012; 2 Wilcox,  
          California Employment Law, section 41.81[6][d].)

           Ineffectiveness of Traditional Tort Remedies  .  In its decision  
          that Ms. Salazar had no remedy under the FEHA against her  
          employer, the majority in the Salazar case suggested other  
          remedies would still be available to her.  However many  
          discrimination law experts have suggested that the very reason  
          state and federal statutory anti-harassment laws evolved was  
          precisely because traditional tort remedies are ill-suited to  
          compensate victims of workplace harassment.  In short, recovery  
          under tort theories for sexual harassment is very difficult.   
          Each of the potential claims presents difficulties for the  
          claimant, even where the behavior is clearly unlawful under  
          FEHA.  The inadequacies of these theories to protect those who  
          suffer harassment in the workplace highlight the need for, and  
          genesis of, statutes such as the FEHA to create liability as a  
          means of deterring and redressing unlawful workplace conduct.  

           Possible Author's Amendment  :  In order to ensure that the  
          Legislature's intention to invalidate the Salazar case in this  
          bill is clear, and to ensure that Ms. Salazar is afforded the  
          opportunity to pursue her liability contentions under the Fair  








                                                                  AB 76
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          Employment and Housing Act, the author may wish to add the  
          following provision to the bill as an author's amendment:

            SEC. 2.  It is the intent of the Legislature in enacting this  
            act to construe and clarify the meaning and effect of existing  
            law and to reject the interpretation given to the law in  
            Salazar v. Diversified Paratransit, Inc., 126 Cal.Rptr.2d 475  
            (2002).

           ARGUMENTS IN OPPOSITION  :  As noted above, opponents of this  
          legislation comprise the Chamber of Commerce and other employer  
          groups and individual businesses.  They argue that it is high  
          time in California for employers to face more employer-friendly  
          liability standards, regardless of the view taken by federal  
          law.  They state that unlike with employees whom they control  
          they believe they have no control over third parties they do  
          business with who harass their workers, and consequently should  
          at most be potentially liable for such workplace harassment only  
          if they actually knew that one of their employees was being  
          harassed by a third party, and thereafter did not take immediate  
          and appropriate steps to prevent it.  Indicative of this view is  
          that of the Chamber of Commerce, which writes:

               While employers believe that AB 76 was introduced with the  
               best of intent, the proposal ends up placing an  
               unreasonable liability on the business community...  
               Employers believe while employers have general duty under  
               FEHA to prevent harassment, the duty is limited by the  
               specific reference to employees and contract workers within  
               the language of the act.  Employers believe that this view  
               is correct due to the fact that workers are the only  
               individuals over which the employer may legally exercise  
               control... Employers would be able to remove their  
               opposition if AB 76 was revised [to impose potential  
               liability on employers only]... "if the entity, or its  
               agents or supervisors knows of this conduct and fails to  
               take immediate and appropriate corrective action."

          REGISTERED SUPPORT / OPPOSITION  :   

           Support
            
           California Labor Federation (co-sponsor)
          California National Organization for Women (co-sponsor)
          American Federation of State, County and Municipal Employees  








                                                                  AB 76
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           Attorney General
          California Employment Lawyers Association
          California Commission on the Status of Women
          California Professional Firefighters
          California School Employees Association
          California State Employees Association
          California Teachers Association
          Commission on the Status of Women
          Congress of California Seniors
          Consumer Attorneys of California
          Lambda Letters Project
          Privacy Rights Clearinghouse

           Opposition  

          California Association of Health Facilities
          California Bankers Association
          California Chamber of Commerce
          California Manufacturers & Technology Association
          The National Federation of Independent Business 
          Automotive Aftermarket Services Inc. (AASI)

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