BILL ANALYSIS                                                                                                                                                                                                    






                           SENATE JUDICIARY COMMITTEE
                            Martha M. Escutia, Chair
                           2003-2004 Regular Session


          SB 1841                                                S
          Senator Bowen                                          B
          As Introduced
          Hearing Date: April 13, 2004                           1
          Labor Code                                             8
          MTY:rm                                                 4
                                                                 1

                                     SUBJECT
                                         
                       Electronic Monitoring of Employees

                                   DESCRIPTION  

          This bill would require employers to give their employees  
          clear and conspicuous notice of the fact that they engage  
          in electronic monitoring of their employees.

                                    BACKGROUND  

          The past few decades have seen extraordinary advances in  
          technology which have dramatically improved economic  
          productivity.  As employers and employees increasingly rely  
          on these technologies, the opportunities for employers to  
          monitor employees' conduct have increased.  This bill seeks  
          to respond to privacy concerns associated with such  
          monitoring by requiring that employers provide employees  
          with notice that they are being monitored.  This is the  
          author's fourth attempt to legislate in this area.  Her  
          previous bills, SB 1016 of 1999, SB 1822 of 2000, and SB  
          147 of 2001, were vetoed by Governor Davis.

                             CHANGES TO EXISTING LAW
           
           Existing federal law  prohibits any individual from  
          intentionally intercepting any wire, oral, or electronic  
          communication [18 U.S.C. 2511(1)(a)].  Various oral  
          communications, including almost all telephone calls, are  
          exempt from this prohibition.  In addition, there are  
          several exceptions to the prohibition, including intercepts  
                                                                 
          (more)



          SB 1841 (Bowen)
          Page 2



          obtained in the ordinary course of business, or where one  
          of the parties to the communication consents.  Also, the  
          prohibition does not apply to devices which capture  
          information about a communication without capturing its  
          contents.  [18 U.S.C. 2510 and 2511.]

           Existing law  , the California Constitution, provides every  
          California resident with a right to privacy.  This right is  
          enforceable through a private right of action when a  
          person's "reasonable expectation of privacy" is violated.

           Existing state law  , which governs intrastate calls, allows  
          employers to monitor employee phone calls for training or  
          quality control purposes, or if notice of monitoring is  
          provided by verbal announcement or by placing a repeating  
          "distinct signal" on the call.   Existing state law  also  
          allows for the recording of conversations if a regular  
          "beep tone" is placed on the call.  [Public Utilities  
          Commission Order 107-B.]

           Existing state law  provides that no employer may cause an  
          audio or video recording to be made of an employee in a  
          restroom, locker room, or room designated by an employer  
          for changing clothes, unless authorized by court order.   
          [Labor Code Sec. 435.]

           Existing state law  generally provides for a civil penalty  
          of $100 per employee per pay period for violations of any  
          Labor Code provision (which increases to $200 for  
          subsequent violations).  These penalties may be recovered  
          by private right of action if no agency action is taken on  
          a violation.  [Labor Code Sec. 2698 et seq.]
          
           This bill  would require an employer to provide clear and  
          conspicuous notice to its employees of any electronic  
          monitoring.   This bill  would also require that additional  
          notices be provided on an annual basis, and prior to any  
          material change in an electronic monitoring practice.

           This bill  would define "electronic monitoring" as the  
          collection of information concerning employee activities or  
          communications by any other means other than direct  
          observation, including the use of a computer, telephone,  
          wire radio, or camera.

                                                                       




          SB 1841 (Bowen)
          Page 3



           This bill  would provide that its notice requirement is  
          satisfied if each employee is given a notice that: 1)  
          describes the form of communication or type of computer  
          usage that will be monitored; 2) the means by which the  
          monitoring will be accomplished; 3) the kinds of  
          information that will be obtained; 4) the frequency of the  
          monitoring; and 5) the manner in which the information will  
          be stored, used, or disclosed.   This bill  would provide  
          that placing signs in the workplace does not constitute  
          sufficient notice.

           This bill  would exempt monitoring activities where: 1) the  
          employer has reasonable grounds to believe that an employee  
          is engaged in behavior that violates any person's legal  
          rights and may result in significant harm; and 2) the  
          monitoring will produce evidence of the employee's behavior  
          and is in compliance with other laws.

           This bill  would provide that any individual aggrieved by a  
          violation of its provisions has a private right of action  
          for actual damages, which in no case shall be less than  
          $5,000, punitive damages, reasonable attorney's fees and  
          litigation costs, and any other preliminary and equitable  
          relief the court deems appropriate.
                                     COMMENT
           
          1.   Need for the bill  

            The author's office writes that:

              Currently, there are no comprehensive laws that  
              protect privacy in the workplace . . . employers  
              are within their rights if they decide to read  
              employee email, look at employee personal computer  
              files, or use other methods to electronically  
              monitor employees.  There is no requirement to  
              tell employees that their activities in the  
              workplace may be monitored, with the exception of  
              laws covering telephone use.  

              Recent studies show most employers monitor  
              employee e-mail and Internet use:

                   The American Management Association's 2003  
                E-Mail Rules, Policies and Practices Survey  
                                                                       




          SB 1841 (Bowen)
          Page 4



                found 52% of U.S. companies engage in some form  
                of e-mail monitoring of employees, compared to  
                only 14.7% in 1997.   

                   According to a 2003 survey of 192 companies  
                conducted by the Center for Business Ethics at  
                Bentley College in Massachusetts, 92% of  
                employers monitor employee e-mail and Internet  
                use.  While almost all of the companies surveyed  
                said they allow reasonable personal use of  
                computer and e-mail systems, less than half said  
                they actually define for employees what is  
                considered "reasonable."

            The Privacy Rights Clearinghouse [PRC] adds that:

              Because of advances in technology, workplace  
              monitoring can be virtually ubiquitous, covering  
              all aspects of employees' work, even extending  
              beyond the workplace.  Monitoring can be conducted  
              of electronic mail, voice mail, telephone calls,  
              computer keystrokes, internet access, locational  
              tracking via GPS and RFID [radio frequency  
              identification device], and video surveillance. 

              Specific task-oriented monitoring has a limited  
              place in the workplace - for training and quality  
              control, as well as fraud prevention.  However,  
              such monitoring need not and should not be  
              conducted in secret.  The PRC believes that  
              workplace monitoring should be conducted with  
              transparency so that employees are clear on what  
              activities will be monitored.  SB 1841 ensures  
              such transparency.

          2.   Opponents argue that bill is unjustified and unduly  
          burdensome  

            The California Manufacturers and Technology Associations  
            (CMTA) argues that the bill is conceptually flawed,  
            writing that:

              SB 1841 would create a major administrative burden  
              on employers by requiring special procedures to be  
              set up to inform employees . . .This is a  
                                                                       




          SB 1841 (Bowen)
          Page 5



              particularly onerous requirement for employers  
              given that there is no dispute that the electronic  
              devices belong to the company and [are] solely  
              intended for work.  Moreover, employers have a  
              right and obligation to police the use of their  
              equipment to [e]nsure that it is not misused for .  
              . . unauthorized or illegal activities.  It seems  
              to us that it is the employee who should be  
              seeking permission from the employer to use the  
              equipment for personal or non-work related use.

            Supporters respond that these arguments are off the mark  
            because the bill does nothing to prohibit monitoring; it  
            only requires that notice of monitoring be provided to  
            employees.  In addition, supporters dispute that the bill  
            would create a major administrative burden because the  
            required notice could be provided in the employee  
            handbook all employers provide upon commencement of  
            employment.

             a.   Administrative burden could be reduced by  
              eliminating annual notice requirement
             
              With regard to administrative burden, Committee staff  
              believes that notice provided in the employee handbook  
              would be sufficient to meet the bill's requirement of a  
              clear and conspicuous disclosure.  Employees are given  
              notice of many of their important rights through the  
              employee handbook, and it would seem to Committee staff  
              that disclosure of monitoring policies in the handbook  
              would be sufficiently "clear and conspicuous" to  
              satisfy the bill's requirements.  The costs of an  
              additional disclosure in the handbook would seem to be  
              small.

              However, the bill also requires that the notice be  
              provided annually.  Committee staff believes that this  
              requirement could impose significant costs on  
              businesses.  In addition, Committee staff is not aware  
              of any other disclosures that employers must provide  
              employees on a regular annual basis.  The bill already  
              requires notice when monitoring practices are  
              materially changed, and this requirement would seem to  
              be sufficient to protect employees.

                                                                       




          SB 1841 (Bowen)
          Page 6



              SHOULD THE ANNUAL NOTICE REQUIREMENT BE DELETED FROM  
              THE BILL?

          3.   Opponents argue that the bill's exemptions are  
          ambiguous  

            The bill would allow monitoring without notice if an  
            employer has reasonable grounds to believe that an  
            employee's behavior "violates the legal rights" of any  
            person and may result in "significant harm" to another  
            person.

            The California Chamber of Commerce writes that:

              The language . . . that allows employers to  
              monitor without notice is so broad that it is  
              rendered ineffective . . . There is behavior that  
              employers have a legitimate need to monitor and  
              stop such as making sure that employees are  
              spending their work time working as opposed to  
              making excessive personal calls, shopping on the  
              internet, sending and reading email jokes or  
              viewing pornography.  However, none of these  
              behaviors [sic] "violate legal rights" or  
              "significantly harm" the employer.

            Committee staff agrees that the phrases "violate the  
            legal rights" and "significant harm" could be difficult  
            to interpret.  Committee staff therefore suggests that  
            the exception be amended to apply only to those  
            situations where the employer has reasonable grounds to  
            believe that an employee is engaged in "unlawful"  
            conduct.  While this would somewhat narrow the exception,  
            Committee staff notes that the bill does not restrict  
            employers' ability to monitor, only require that notice  
            be provided.

            SHOULD THE BILL BE AMENDED TO PROVIDE AN EXEMPTION WHEN  
            AN EMPLOYER BELIEVES AN EMPLOYEE IS ENGAGED IN UNLAWFUL  
            CONDUCT?

           4.   Bill's remedies provision unnecessary given the recent  
            passage of SB 796 of 2003 (Dunn)  

            The bill currently provides for a minimum damage amount  
                                                                       




          SB 1841 (Bowen)
          Page 7



            of $5,000 per violation, punitive damages, and allows for  
            a right of action for any individual "aggrieved" by a  
            violation.  

            Committee staff recommends that the entire remedies  
            section of the bill be deleted as unnecessary as a result  
            of the passage of SB 796 of 2003 (Dunn).  SB 796 attaches  
            a civil penalty of one hundred dollars ($100) for each  
            aggrieved employee per pay period for the initial  
            violation and two hundred dollars ($200) for each  
            aggrieved employee per pay period for each subsequent  
            violation, which is applicable to any violation of a  
            Labor Code provision that does not contain its own civil  
            penalty.  In addition, SB 796 established a private right  
            of action for enforcement if no action is taken on a  
            violation by state labor authorities, as well as  
            attorney's fees and costs for a prevailing private  
            plaintiff.  Committee staff suggests that the provisions  
            created by SB 796 will be sufficient to ensure compliance  
            with the bill's provisions.

            SHOULD THE BILL'S REMEDIES PROVISION BE DELETED?

          5.   Additional technical amendments  

            Committee staff suggests that the following technical  
            amendments be made to the bill.

            a.   Definition of electronic monitoring  

              Committee staff suggests that the definition of  
              electronic monitoring be clarified to require: 1) the  
              use of an electronic device; and 2) that the  
              information being collected be individually  
              identifiable to an employee.  Committee staff believes  
              these amendments would be consistent with the author's  
              intent to protect employee privacy while avoiding the  
              regulation of practices the author would not wish to  
              regulate.

            b.   Definitions of employer and employee  

              Committee staff suggests that the definitions of  
              employer and employee be deleted from the bill, and  
              that existing definitions of employer and employee in  
                                                                       




          SB 1841 (Bowen)
          Page 8



              the Labor Code be used instead.

             c.   Intent language clarifying that bill does not impact  
              reasonable expectation of privacy  

              In order to avoid any implication that passage of this  
              bill validates any electronic monitoring practice which  
              may violate an employee's constitutional right to  
              privacy, Committee staff suggests that intent language  
              be included in the bill stating that passage of the  
              bill is not intended to impact a court's determination  
              of whether a particular monitoring practice violates an  
              employee's reasonable expectation of privacy.

          6.   Prior vetoes of similar legislation 

            SB 147 of 2001 (Bowen) contained provisions similar to  
            this bill, but required employers to obtain signed  
            acknowledgements of notice from employees.  The bill was  
            vetoed by Governor Davis, who wrote that "I start from  
            the common-sense presumption that employees in today's  
            wired economy understand that computers provided for  
            business purposes are company property and that their use  
            may be monitored and controlled."  Gov. Davis added that  
            "This bill places unnecessary and complicating  
            obligations on employers and may likely lead to  
            litigation by affected employees over whether the  
            required notice was provided and whether it was read and  
            understood by the employee."

            SB 147 of 2001 was essentially identical to SB 1822 of  
            2000 (Bowen) and SB 1016 of 1999 (Bowen), which were both  
            also vetoed by Gov. Davis on similar grounds.

          Support:  American Civil Liberties Union; American  
          Federation of State, 
                    County and Municipal Employees (AFSCME), AFL-CIO;  
                    American Federation of Television and Radio  
                    Artists, AFL-CIO; California Conference Board of  
                    the Amalgamated Transit Union; California  
                    Conference of Machinists; California Federation  
                    of Teachers; 
                    California Labor Federation; California  
               Independent Public 
                    Employees Legislative Council; California School  
                                                                       




          SB 1841 (Bowen)
          Page 9



               Employees 
                    Association; California State Association of  
               Electrical Workers; 
                    California State Employees Association;  
               California State Pipe 
                    Trades Council; Consumer Federation of  
               California; Engineers and 
                    Scientists of California, IFPTE Local 20; Hotel  
               Employees, 
                    Restaurant Employees International Union; Privacy  
               Rights 
                    Clearinghouse; Professional & Technical  
               Engineers, IFPTE Local 20;
                    Region 8 States Council of the United Food &  
               Commercial 
                    Workers; Teamsters; Western States Council of  
               Sheet Metal
                    Workers

          Opposition:American Staffing Association; California  
          Chamber of Commerce;
                    California Manufacturers & Technology  
               Association; California 
                    Staffing Professionals; Construction Materials  
               Association of 
                    California; MBNA America; Motion Picture  
               Association of America 

                                     HISTORY
           
          Source:  Author

          Related Pending Legislation:  None Known

           Prior Legislation:  SB 147 of 2001 (Bowen), SB 1822 of  
                        2000 (Bowen), and SB 1016 of 1999 (Bowen),  
                        all contained provisions similar to this  
                        bill.  The bills were all vetoed by Governor  
                        Davis.
          
                                 **************