BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 2889
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          Date of Hearing:   March 30, 2004

                           ASSEMBLY COMMITTEE ON JUDICIARY
                               Ellen M. Corbett, Chair
                 AB 2889 (Laird) - As Introduced:  February 20, 2004
           
          SUBJECT  :  PROTECTIONS FOR VICTIMS OF WORKPLACE HARASSMENT BY  
          CUSTOMERS AND OTHER NON-EMPLOYEES

           KEY ISSUE  :  SHOULD THE LOOP HOLE IN CURRENT LAW THAT PROVIDES  
          LESS PROTECTION FOR VICTIMS OF RACIAL, DISABILITY, RELIGIOUS,  
          AND OTHER FORMS OF HARASSMENT THAN FOR VICTIMS OF SEXUAL  
          HARASSMENT IN "THIRD PARTY" WORKPLACE HARASSMENT CASES BE  
          CLOSED?

                                      SYNOPSIS
          
          This bill closes the "loop hole" created last year when AB 76  
          (Corbett) was enacted to clarify that employers in California  
          are required, consistent with federal law, to take reasonable  
          steps to protect their employees from sexual harassment  
          perpetrated by an employer's customers, clients or other  
          non-employees.  Due to political opposition from some businesses  
          last year that wanted AB 76's worker protections limited to  
          sexual harassment but not to other equally serious forms of  
          harassment, such as  disability, religious, or racial  
          harassment, last year's measure was explicitly limited to sexual  
          harassment at the end of the legislative process.

          However since that time it has been noted that last year's  
          limitation may have inadvertently created an unprecedented  
          "hierarchy" of harassment protections favoring sexual harassment  
          protection over the many other forms of legally-protected  
          harassment involving race, sexual orientation, religion, color,  
          national origin, ancestry, disability, medical condition, age,  
          and marital status.  According to the author, this bill merely  
          seeks appropriately to "equalize" worker protections against  
          harassment so that the particular type of serious harassment  
          being perpetrated by a customer, client or other third party in  
          the workplace will not determine the need to protect against  
          workers from it.  The author states that through this bill the  
          message about harassment by customers and clients will be clear:  
          such harassment, regardless of its hateful basis (be it  
          religious, racial or otherwise) will not be tolerated. 









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          Supporters of the bill, made up of the Attorney General as well  
          as many statewide labor and civil rights groups, argue that, by  
          closing last year's politically-created loop hole, this bill  
          merely brings California law in line with the broader  
          protections provided under federal law so that California  
          workers are not afforded less protection against third party  
          harassment than they receive under federal law.  Opponents, on  
          the other hand, comprising the Civil Justice Association and  
          other business organizations, argue that employers in California  
          will face new liability for third party harassment under the  
          bill and that current law in this area adequately protects  
          California's workers.  

           SUMMARY  :  Seeks to close the loop hole in current law that  
          provides less protection for victims of racial, disability,  
          religious and other forms of harassment than for victims of  
          sexual harassment in so-called "third party" (customer or  
          client) harassment cases.  Specifically,  this   bill  : 

          1)Clarifies language in the Fair Employment and Housing Act  
            (FEHA) to ensure that under state law employers may be  
            potentially liable for all of the protected forms of  
            harassment, including not just sexual harassment but racial,  
            disability, religious, and other types of harassment, that are  
            committed against their workers by clients, customers and  
            other third parties, when they knew or should have known of  
            the harassment, and failed to make reasonable efforts to stop  
            it.

          2)Continues in place the proviso requested by business  
            organizations last year that ensures that in these third party  
            harassment cases, California law makes clear that the degree  
            (or lack of thereof) of the employer's ability to control the  
            improper conduct of third parties such as customers or clients  
            who harass their employees shall be appropriately taken into  
            account when fact finders consider whether there should be any  
            liability assessed the employer.

          3)Effectively brings state law in line with the broader  
            protections provided under federal law so that California  
            workers are not afforded less protection against third party  
            harassment than they receive under federal law.

           EXISTING LAW  :









                                                                  AB 2889
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          1)Makes it an unlawful employment practice, under the FEHA, for  
            an employer or other covered entity to harass an employee or  
            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 under long-standing statutory law that harassment of  
            an employee or other covered individual by another employee  
            (other than an agent or supervisor) is unlawful only if the  
            employer knew or should have known of the conduct, and failed  
            to take immediate and appropriate corrective action.  (Section  
            12940 (j)(1) and (k).)

          3)Provides, pursuant to AB 76's clarification last year, that an  
            employer has always been potentially liable for the harassment  
            perpetrated by non-employee third parties against its  
            employees pursuant to the state's Fair Employment and Housing  
            Act.  However such potential liability may only occur when the  
            employer, or its agents or supervisors, knows or should have  
            known of the conduct, and fails to take immediate and  
            appropriate corrective action.  In addition, in these  
            so-called third party harassment cases, the law explicitly  
            makes clear that the extent of the employer's control, and any  
            other legal responsibility which the employer may have with  
            respect to the conduct of those non-employees, shall be  
            considered.  (Section 12940 (j)(1) enacted pursuant to AB 76,  
            Ch. 671, Statutes of 2003.)

          4)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).)

          5)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.))  

          6)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,  








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            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 measure seeks to close the loop hole in current  
          law that provides less protection for victims of racial,  
          disability, religious and other forms of harassment than for  
          victims of sexual harassment in so-called "third party"  
          harassment cases.

          In support of the bill, the author states:

              Chairwoman Corbett's measure last year made clear once  
              and for all that workers in California are protected  
              from serious harassment by customers, clients and  
              others when their employers knew or should have known  
              of the harassment and failed to take reasonable steps  
              to halt it.  Her AB 76 was a critically important civil  
              rights measure about which we should all be very proud.  
              However since that time it has become clear that an  
              anomaly may have been inadvertently created when some  
              businesses last year insisted that AB 76's protections  
              be expressly limited to sexual harassment only.  This  
              political demand created the potential for an  
              unprecedented "hierarchy" of harassment protections  
              favoring sexual harassment over other serious forms of  
              hate-based behavior including racial, sexual  
              orientation, religious, color, national origin,  
              ancestry, disability, medical condition, age, and  
              marital status harassment. This bill clears up that  
              unacceptable anomaly and  "equalizes" worker  
              protections against all forms of harassment, regardless  
              of the type of harassment involved. 
           
          Passage Of The Legislation Will Bring State Law Consistent With  
          Federal Law Regarding Third Party Harassment  :  The federal cases  
          appear clear in their conclusion that an employer may be held  
          liable for a non-employee's 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 v. Focus Homes, Inc. (8th Cir. 1997) 122 F.3d 1107,  








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          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)).

          Some opponents of this bill, however, suggest that federal law,  
          as interpreted by federal courts and the federal Equal  
          Employment Opportunity Commission (EEOC), only protects workers  
          from sexual harassment in third party harassment cases and not  
          other forms of harassment.  However a review of the pertinent  
          federal case law and EEOC regulations suggests opponents' claims  
          are ill-founded, that, to the contrary, federal regulations and  
          court cases do indeed hold that employers may be held liable for  
          third party harassment other than sexual harassment.

          For example, just three years ago in Peries v. New York City  
          Board of Education (2001 U.S.Dist LEXIS 23393), a federal  
          district court cited the federal third party harassment  
          regulation in support of its conclusion that a teacher's  
          employer could potentially be found liable for third party  
          harassment not based on sexual harassment, but on national  
          origin harassment.  

          The federal regulation regarding third party harassment cited by  
          that court does indeed make clear that bases other than sexual  
          harassment are covered under Title VII protections.  For  
          example, in its guide found on the Web at  
           www.eeoc.gov/docs/harassment-facts.html  the EEOC notes that its  
          regulations interpreting Title VII do not apply solely to sexual  
          harassment, but "to all types of unlawful harassment."  It  
          further states that the Equal Employment Opportunity Commission  
          has "always taken the position that the same basic standards  
          apply to all types of prohibited harassment.  Thus, the standard  
          of liability set forth in the decisions applies to all forms of  
          unlawful harassment."  And the federal agency also notes in its  
          helpful guidance to employers that "Title VII law and agency  
          principles will guide the determination of whether an employer  
          is liable for age [i.e., non-sexual] harassment by its  
          supervisors, employees, or non-employees."  (Emphasis added.)   

          Opponents to this legislation have not cited any authority that  
          contradicts that federal case law and regulations provide the  
          very protection for non-sex based harassment that this measure  
          ensures.  It thus appears clear that enactment of this bill will  
          ensure that state law in this area is consistent with the  








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          federal approach to third party harassment regarding the  
          protected categories of harassment protected under state law.  
          The converse is also true:  if this measure is not enacted,  
          California law in this area will arguably continue to be less  
          worker-protective than federal law.  

           California Treatises Also Have Long Recognized that Employers  
          Could Be Held Liable for Failing to Protect Their Employees from  
          All of the Protected Forms of Third Party Harassment  :  Leading  
          California practice guides on employment law have long stated  
          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 - without noting any  
          limitation as to whether such protections are limited to sexual  
          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].)  

          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.)  No where in this language did the Legislature  
          state any intention to limit FEHA's third party harassment  
          coverage just to sexual harassment and not to the other  
          protected types of harassment.  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 last year 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 has long considered  
          such cases against third parties covered under the umbrella of  
          the FEHA regardless of the type of protected harassment  
          involved.  As Justice Klein noted in her dissent in the Salazar  








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          case invalidated by AB 76 last year, it is well settled that  
          agency interpretation is an interpretive tool, and it is  
          appropriate to look to the Department's interpretation for  
          guidance.

          Thus federal cases and regulations, as well as a review of the  
          state's own controlling statute and agency interpretations, all  
          lead to the conclusion that enactment of this bill will  
          essentially bring California law involving third party  
          harassment in line with federal protections in this area.  

           Neither AB 76 of Last Year or This Measure Create Strict  
          Liability for Employers  :  Finally, in support of this measure  
          the author states to the Committee that it may be helpful, in  
          light of the confusion that has been thrust at this measure and  
          at AB 76 last year, to recall that neither bill creates strict  
          liability on the part of employers.  The test for employer  
          liability continues to be what his always been, one of  
          reasonableness - did the employer take reasonable steps, once it  
          knew or should have known the harassment was occurring, to stop  
          it from reoccurring?  Nor does this bill change existing law as  
          to what constitutes harassment.  Employees still will not be  
          able to sue their employers for minor workplace annoyances.  In  
          order for there to be liability under AB 76 or this bill, the  
          alleged harassment must be sufficiently severe or pervasive that  
          it produces a hostile working environment.  In short, under this  
          bill, employers are not now and will not be held liable for  
          insignificant, one-time events that they could not have  
          anticipated or prevented.  Finally, the author notes, contrary  
          to the claims made by some business opponents of the bill, the  
          measure will not hold an employer liable for any actions of a  
          client, customer, or "passer-by."  Rather, the author points  
          out, the bill only holds an employer liable for its own action  
          or inaction, and then and only then when the employer knew or  
          should have known of the illegal harassment occurring against  
          one of its employees and it failed to take reasonable action to  
          prevent it from occurring.
           
          ARGUMENTS IN SUPPORT  :  The Office of the Attorney General, many  
          statewide and local labor organizations, and the breadth of  
          groups representing those workers who currently may be held to  
          have less protection from third party harassment that those  
          injured by sexual harassment, strongly support this measure.   
           
          ARGUMENTS IN OPPOSITION  :  The Civil Justice Association of  








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          California (CJAC) opposes this bill because "it will subject  
          employers to liability for all forms of third party harassment."  
           It also opposes the bill because "Assembly Bill 76 ... expanded  
          California law beyond federal law that covers only employers  
          with 15 or more employees."  The California Apartment  
          Association (CAA) also opposes the bill.  Though not citing  
          authority for its contention that federal regulations in this  
          area apply only to sexual and not other forms of harassment  
          (other than a cite to the general regulation itself which does  
          not so state), the group nevertheless states its support for  
          maintaining a hierarchical approach to protecting its employees,  
          whereby those of its employees subjected to serious third party  
          harassment that is not sexual in nature but perhaps of another  
          type (e.g., age, race, etc.) should receive less protection  
          under California law than those subjected to sexual harassment.   
          The California Bankers Association (CBA) also expresses similar  
          support for maintaining the current lesser protection in  
          California law for those of its employees who happen to be  
          harassed on bases other than those of a sexual nature.

           REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           
          Attorney General's Office
          California Conference of the NAACP
          California Labor Federation, AFL-CIO
          California NOW
          California School Employees 
               Association (CSEA)
          Protection & Advocacy, Inc.
          American Civil Liberties Union (ACLU)
          American Federation of State, County and Municipal Employees  
          (AFSCME)
          California Council of The Blind
          California Employment Lawyers Association (CELA)
          California Professional Firefighters (CPF)
          Congress of California Seniors
          Consumer Attorneys of California
          Equality California (EQCA)
          Mexican American Legal Defense and Educational Fund (MALDEF)

           Opposition 
           
          California Apartment Association








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          California Association of Health Facilities (CAHF)
          California Bankers Association (CBA)
          Civil Justice Association of California (CJAC)
          National Federation of Independent Business (NFIB)

           Analysis Prepared by  :    Drew Liebert / JUD. / (916) 319-2334