BILL ANALYSIS                                                                                                                                                                                                    






               Senate Committee on Labor and Industrial Relations
                              Carole Migden, Chair

          Date of Hearing: April 25, 2007      2007-2008 Regular  
          Session                              
          Consultant: Rodger Dillon            Fiscal:No
                                               Urgency:No
          
                                Bill No: SB 942
                                 Author: Migden
                            Amended: April 18, 2007
          

                                    SUBJECT

          Workers' compensation: return to work; supplemental job  
          displacement benefit eligibility

                                        
                                   KEY ISSUES
          
          Should new criteria for evidence of discrimination in  
          workers' compensation cases be added to the law?

          Should new civil penalties for violations of  
          anti-discrimination provisions be created?

          Should certain technical barriers to eligibility for  
          re-training benefit vouchers be removed?


                                    PURPOSE
          
          To strengthen anti-discrimination provisions of workers'  
          compensation law relating to injured workers' rights to  
          return to work and to predesignate their treating  
          physician.  To remove impediments to eligibility for  
          supplemental job displacement (retraining) benefits.

                                    ANALYSIS
          
           Existing law  requires employers to secure the payment of  
          workers' compensation, including medical treatment, for  
          injuries incurred by their employees that arise out of, or  
          in the course of, employment.  In addition, workers'  
          compensation law:










           Declares that it is the policy of the state that there  
            should not be discrimination against workers who are  
            injured in the course or scope of their employment;

           Specifies that an employer is guilty of a misdemeanor if  
            the employer in any manner discriminates against any  
            employee because the employee filed or made known his or  
            her intention to file a claim for compensation or an  
            application for adjudication or because the employee has  
            received a rating, award, or settlement;

           Provides that an employer found guilty of a misdemeanor,  
            as described, shall be required to reinstate the  
            employee, reimburse the employee for lost wages and  
            benefits, and increase the employee's compensation by  
            one-half - but in no event more than $10,000 - together  
            with costs and expenses not in excess of $250;

           Provides that an insurer is guilty of a misdemeanor if  
            the insurer advises, directs, or threatens an insured  
            employer under penalty of cancellation or a raise in  
            premium or other reason, to discharge an employee because  
            he or she has filed or made known his or her intention to  
            file a claim for compensation or an application for  
            adjudication, or has received a rating, award, or  
            settlement;

           Provides that an employer, or an insurer, is guilty of a  
            misdemeanor if the employer or insurer discriminates  
            against an employee because the employee testified or  
            made known their intention to testify in another  
            employee's case before the Workers' Compensation Appeals  
            Board.

           Existing law also  :

           Grants specified employees the right to predesignate a  
            treating physician who shall treat the employee in the  
            event of a later on-the-job (occupational) injury;
          Hearing Date:  April 25, 2007                            SB  
          942  
          Consultant: Rodger Dillon                                 
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           For injuries occurring on or after January 1, 2004, gives  
            an injured worker the right to obtain supplemental job  
            displacement benefits (SJDB) in the form of a  
            non-transferable voucher for education-related retraining  
            or skill enhancement at state-approved or accredited  
            schools if the injury causes permanent partial disability  
            and the injured worker does not return to work within 60  
            days of the termination of temporary disability.  If a  
            worker qualifies, the vouchers are distributed as  
            follows:

             ?    Up to $4000 for permanent partial disability (PPD)  
               awards of less than 15%;

             ?    Up to $6000 for PPD awards between 15% and 25%;

             ?    Up to $8000 for PPD awards between 26% and 49%;

             ?    Up to $10,000 for PPD awards between 50% and 99%;

           Specifies that the employer shall not be liable for SJDB  
            if the employer meets either of the following conditions:

             1.   Within 30 days of the termination of temporary  
               disability payments, the employer offers and the  
               employee rejects, or fails to accept, modified work  
               [as defined in L.C. 4658.1(b)] accommodating the  
               employee's work restrictions, lasting at least 12  
               months;

             2.   Within 30 days of the termination of temporary  
               disability payments, the employer offers and the  
               employee rejects, or fails to accept, alternative work  
               [as defined in L.C. 4658.1(c)] lasting at least 12  
               months.  The employee must have the ability to perform  
               the essential functions of the job provided.

           
          This Bill :
          Hearing Date:  April 25, 2007                            SB  
          942  
          Consultant: Rodger Dillon                                 
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           Adds a declaration that it is the policy of this state  
            that there should be no discrimination against employees  
            who attempt to exercise their rights under subdivision  
            (d) of Section 4600.  Section 4600(d) is the labor code  
            section granting specified employees the right to  
            predesignate their treating physician.

           Specifies that it shall be presumed that an employer has  
            discriminated against an employee with an occupational  
            injury if the employer refuses to reinstate the employee  
            to full wages and benefits within five working days after  
            receipt of a written statement by the treating physician  
            that the employee is able to perform the full  
            requirements of the employee's regular position,  
            notwithstanding the risks inherent in the position,  
            without a risk of further injury to the employee being  
            increased due to the effects of the injury or illness.    
            The presumption is rebuttable and may be controverted by  
            other evidence, but unless so controverted, the appeals  
            board is bound to find in accordance with it.

           Specifies that it shall be presumed that an employer has  
            discriminated against an employee with an occupational  
            injury if the employer requires the employee to perform  
            additional physical duties, as a condition of returning  
            to work, that the employee did not have to do prior to  
            the workplace injury - unless the additional duties are  
            reasonably required to accommodate the employee's  
            disability.  Again, the presumption is rebuttable and may  
            be controverted by other evidence, but unless so  
            controverted, the appeals board is bound to find in  
            accordance with it.

           Establishes penalty provisions for an employer that  
            refuses to reinstate an employee in accordance with the  
            requirements of the bill in the amount of $100 per day  
            for each day in violation, plus the employee's full wages  
            and benefits.

          Hearing Date:  April 25, 2007                            SB  
          942  
          Consultant: Rodger Dillon                                 
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           Allows the employer to object to the opinion of the  
            treating physician and to have the employee undergo an  
            evaluation by an agreed medical evaluator (AME) or  
            qualified medical evaluator (QME), as set forth in L.C.  
            Section 4062, if the employer pays the employee his or  
            her full wages and benefits due for that period.  The  
            evaluation must be based on an in-person physical  
            examination.

           Provides that if the report of the AME or QME states that  
            the employee is unable to perform the full requirements  
            of the employee's regular position, or is unable to do so  
            without the risk of further injury or illness to the  
            employee or the risk of injury being increased due to the  
            effects of the injury or illness, then the employer has  
            no further obligations to pay the employee full wages and  
            benefits for any period after the date of service of the  
            report and is not liable for penalties.  The bill also  
            provides that the employee is not liable for repayment of  
            any wages, benefits, or penalty money received if the AME  
            or QME report does not concur with the report from the  
            treating physician.

           Specifies that it shall be presumed that an employer has  
            discriminated against an employee if the employer denies  
            a qualified employee the right to predesignate a treating  
            physician prior to an injury or illness or if the  
            employer denies an employee the right to see that  
            predesignated physician or a medical provider to whom the  
            predesignated physician has referred the employee after  
            occupational injury or illness.

           Makes a technical correction [page 6, line 5 of the  
            bill], assigning the appropriate code reference relating  
            to the alternative dispute resolution system in the horse  
            racing industry.

           With respect to supplemental job displacement benefits  
            (SJDB), for injuries occurring on or after January 1,  
            2008, SB942 changes the trigger date for eligibility from  
          Hearing Date:  April 25, 2007                            SB  
          942  
          Consultant: Rodger Dillon                                 
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            60 days from the termination of temporary disability  
            payments to 60 days after the disability becomes  
            permanent and stationary, thereby allowing SJDB in cases  
            where temporary disability benefits ended some  
            significant time before an injured worker reached maximum  
            medical improvement (i.e., permanent and stationary  
            condition).

           Provides that the SJDB vouchers shall be available for  
            the uses described in current law, but the amount of the  
            voucher payable by semester or quarter or other academic  
            term into which the school divides the academic year  
            shall be prorated for the academic term at a rate not to  
            exceed $5000 per year.   Total SJDB would be limited to  
            $10,000.

           Specifies that the employer shall not be liable for SJDB  
            if the employer offers the employee regular work,  
            modified work, or alternative work in the form and manner  
            prescribed by the administrative director of the Division  
            of Workers' Compensation, lasting for a period of at  
            least 12 months.  Taking into account the definitions of  
            modified work and alternative work in existing L.C.  
            Sections 4658.1 (b) & (c), the bill eliminates the  
            redundant language in Section 4658.6.


                                    COMMENTS
          
          1.  Need for the Bill?
           
          What evidence is there that injured workers are being  
          refused the right to return to work after receiving a  
          doctor's clearance?

          What evidence exists that injured workers are being denied  
          their rights with respect to predesignation of a treating  
          physician?

            With respect to these two issues, the author and the  
          Hearing Date:  April 25, 2007                            SB  
          942  
          Consultant: Rodger Dillon                                 
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            supporters believe SB942 supports the important  
            principles of the injured workers rights to return to  
            work and to predesignate.  In addition, this bill is said  
            to be a preventative measure - that strengthening  
            anti-discrimination measures and attaching fines to  
            violations will deter potential discrimination.  There  
            have been no studies known to the staff of the committee  
            documenting the incidence of the two forms of  
            discrimination as described in the bill.  However, the  
            committee and sponsors have received anecdotal reports of  
            this discrimination.
           
          What evidence is there that the eligibility window for the  
          Supplemental Job Displacement Benefits training vouchers  
          needs to be changed?

            The Commission on Health and Safety and Workers'  
            Compensation (CHSWC) has reported to the committee that  
            they have conducted a series of round-table discussions  
            on this matter.  CHSWC states that employer, injured  
            worker, and insurance company representatives agreed in  
            these meetings that the current trigger for eligibility  
            for SJDB - allowing eligibility when the injured worker  
            does not return to work within 60 days of the termination  
            of temporary disability -  effectively deprives some  
            injured workers of the right to retraining benefits who  
            should not be so deprived.  It may be apparent that: (a)  
            an injured worker is not going to be able to return to  
            the previous job sometime before the termination of TD,  
            and/or (b) with the most serious injuries, the two-year  
            limit on TD may cause a worker to pass the deadline for  
            SJDB before his or her condition has reached maximum  
            medical improvement (i.e., permanent and stationary).


          2.  Proponent Arguments  
            
            Proponents state this bill makes essential changes to  
            ensure that injured workers who are physically able to go  
            back to work are not wrongfully kept off the job. They  
          Hearing Date:  April 25, 2007                            SB  
          942  
          Consultant: Rodger Dillon                                 
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            argue that the passage of SB899 reduced permanent  
            disability benefits so significantly some employers find  
            it cheaper to keep workers on PD than put the worker back  
            to work.  Others have used the system to get rid of older  
            workers, who have often been on the job longer and who  
            tend to have higher wages and better benefits.  Employers  
            are refusing to put workers back on the job even after  
            they are cleared to return by a treating physician.   
            SB942, supporters say, would reduce conflict between  
            employers and employees by providing clear rules for the  
            return to work process that respect the recommendation of  
            the treating physician, penalize employers who  
            discriminate against injured workers, prohibit employers  
            from changing job requirement to prevent workers from  
            returning, and prohibit discrimination against a worker  
            for exercising their right to predesignate their doctor.   
            This bill would also allow the appropriate and timely  
            provision of supplemental job displacement benefits.  

          3.  Opponent Arguments  

            Opponents argue that SB942 creates unreasonable  
            requirements for employers when bringing injured  
            employees back to work.  The bill does not take into  
            account many typical scenarios that may justify a delay  
            in return to work, including changes in the job or  
            questions over the medical release.  SB942's presumption  
            of a Labor Code Section 132a violation puts the employer  
            on the defensive; decisions regarding return to work  
            should be made based on the facts, not fear about getting  
            penalized, sued, or committing a crime.  Opponents object  
            to the creation of a new Labor Code Section 132a cause of  
            action.  This provision is unnecessary and simply opens  
            the door to more claims.  Opponents emphasize that  
            historically the burden of proving discrimination has  
            been placed on the employee, but this bill reverses that  
            by establishing a rebuttable presumption.  Moreover,  
            SB942 proposes that the employer will be allowed to go to  
            an AME over the issue of the clearance to return to work  
            only if the employer reinstates the employee, which  
          Hearing Date:  April 25, 2007                            SB  
          942  
          Consultant: Rodger Dillon                                 
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            provision opponents claim is neither needed nor  
            appropriate.  

          
                                    SUPPORT

          California Labor Federation, AFL-CIO (Sponsor)
          California Teamsters Public Affairs Council (Sponsor)
          American Federation of State, County and Municipal  
          Employees, AFL-CIO
          California Applicants' Attorneys Association (CAAA)
          California Conference Board of the Amalgamated Transit  
          Union
          California Conference of Machinists
          California Federation of Teachers
          California Professional Firefighters (CPF)
          California School Employees Association, AFL-CIO
          California State Employees Association (CSEA)
          Engineers and Scientists of California
          International Association of Fire Fighters
          International Longshore and Warehouse Union
          Peace Officers Research Association of California (PORAC)
          Professional and Technical Engineers Local 21, IFPTE
          Service Employees International Union (SEIU)
          Strategic Committee of Public Employees, Laborers'  
          International Union of N. America
          UNITE HERE! 
          United Food & Commercial Workers Union, Western States  
          Council

                                        
                                   OPPOSITION
          
          American Insurance Association (AIA)
          Association of California Insurance Companies (ACIC)
          Association of California Water Agencies (ACWA)
          California Association of Joint Powers Authorities (CAJPA)
          California Chamber of Commerce
          California Coalition on Workers' Compensation (CCWC)
          California Manufacturers and Technology Association (CMTA)
          Hearing Date:  April 25, 2007                            SB  
          942  
          Consultant: Rodger Dillon                                 
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          California Spa & Pool Industry Education Council
          California State Association of Counties Excess Insurance  
            Authority (CSAC-EIA)
          Independent Maintenance Contractors Association
          League of California Cities
          Los Angeles County Board of Supervisors
          Regional Council of Rural Counties
          Torrance Area Chamber of Commerce

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          Hearing Date:  April 25, 2007                            SB  
          942  
          Consultant: Rodger Dillon                                 
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          Senate Committee on Labor and Industrial Relations