BILL ANALYSIS                                                                                                                                                                                                    



                                                                       



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          |SENATE RULES COMMITTEE            |                   SB 220|
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                                 THIRD READING


          Bill No:  SB 220
          Author:   Yee (D), et al
          Amended:  4/13/09
          Vote:     21

           
           SENATE JUDICIARY COMMITTEE  :  3-2, 4/21/09
          AYES:  Corbett, Florez, Leno
          NOES:  Harman, Walters

          SENATE APPROPRIATIONS COMMITTEE  : Senate Rule 28.8


           SUBJECT  :    California Whistleblower Protection Act:  State  
          Employees

           SOURCE  :     Author


           DIGEST  :    This bill (1) expands the application of the  
          California Whistleblower Protection Act (CWPA) to former  
          state employees who has been covered by the CWPA during  
          their employment; (2) revises some of the provisions  
          relating to the filing, investigation, hearing, and  
          processing of complaints filed by state employees under the  
          CWPA; (3) authorizes an administrative law judge hearing a  
          CWPA complaint to make any order as may appear just in  
          order to prevent any named party from being embarrassed,  
          delayed, or put to unnecessary expense; and (4) authorizes  
          the State Personnel Board (SPB), after a hearing and a  
          determination that improper activity has occurred under the  
          CWPA, to order any appropriate relief, including attorney's  
          fees, for successful prosecution of a retaliation complaint  
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          before the SPB, in addition to other relief under existing  
          law.  

          This bill allows a state employee or applicant for state  
          employment to request a right-to-sue notice from the SPB,  
          prior to filing a complaint for damages in superior court,  
          and requires the SPB to issue a right-to-sue notice within  
          10 working days of submission of a written complaint of  
          reprisal or retaliation for engaging in protected activity.  
           This bill specifies which court has jurisdiction over  
          these complaints for damages, and this bill contains  
          findings and declarations relative to protections afforded  
          employees of the University of California under the CWPA.

           ANALYSIS  :    

          Existing law, the CWPA, protects state employees from  
          retaliation by their employer for reporting fraud, waste,  
          abuse of authority, violation of law, or activities that  
          create a threat to public health.  (Government Code Section  
          8547 et seq.)  

          Existing law makes a person who intentionally engages in  
          acts of reprisal or retaliation in violation of the CWPA  
          subject to a fine of up to $10,000 and up to a year in  
          county jail, and if that person is a civil service  
          employee, subjects that person to discipline by adverse  
          action.  A person injured by such acts may bring an action  
          for damages only after filing a complaint with the SPB and  
          the SPB issued, or failed to issue, findings of its  
          hearings or investigation. (Government Code Section  
          8547.12.)

          Existing law provides a process by which a state employee  
          may file a written complaint alleging adverse employment  
          actions such as retaliation, reprisal threats, or coercion,  
          with a supervisor or manager and with the SPB.  Existing  
          law requires the SPB to initiate an investigation or a  
          proceeding within 10 working days of submission of a  
          written complaint, and to complete findings of the  
          investigation or hearing within 60 working days thereafter.  
           (Government Code Section 19683.)

          This bill requires the SPB instead:







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          1.To initiate a hearing or investigation within 10 working  
            days of submission of a complaint, as in existing law.

          2.To issue a right-to-sue notice, upon request of the  
            complainant, within 10 days of submission of the written  
            complaint and request for the right-to-sue notice.  The  
            bill specifies contents of the notice, identify the  
            courts with jurisdiction over an action for damages to be  
            filed by the complainant, and specify a one year statute  
            of limitations, commencing with the filing of the written  
            complaint with the SPB. 

          This bill authorizes the SPB, after investigation and  
          hearing, to order, in addition to existing appropriate  
          relief to a successful complainant, the transfer to or  
          placement of the complainant into any vacant position for  
          which the employee is qualified and reasonable attorney's  
          fees and costs for successful prosecution of a retaliation  
          complaint before the SPB.  This bill further authorizes the  
          administrative law judge presiding over the hearing to make  
          any order as may appear just in order to prevent any named  
          party from being embarrassed, delayed, or put to  
          unnecessary expense, and any other order as the interests  
          of justice may require. 

          As to complaints of reprisal or retaliation filed on or  
          after January 1, 2010, this bill:

          1.Requires the administrative law judge, after the  
            complainant has presented his/her case in chief, to find  
            whether or not the complainant has demonstrated by a  
            preponderance of the evidence that an activity protected  
            by the CWPA was a contributing factor in the alleged  
            retaliation or reprisal, at which point the case could be  
            closed or the burden shifted to the respondent to prove  
            by clear and convincing evidence that the adverse action  
            would have occurred for legitimate independent reasons.

          2.Provides that where an employee proves by preponderance  
            of the evidence that retaliation was a contributing  
            factor to an adverse action taken against that employee,  
            the employee shall have a complete affirmative defense  
            against the adverse action. 







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          This bill makes the CWPA applicable to former state  
          employees who would have been covered by the CWPA during  
          their employment.

          This bill clarifies that "protected disclosure," in the  
          context of the CWPA, includes communication based on, or  
          when carrying out, job duties, that discloses information  
          evidencing improper governmental activity or that threaten  
          the health or safety of employees or the public.

          This bill contains the following findings and declarations:  
           (1) the practice of restraining and retaliating against  
          public servants by denying employment or contractual  
          opportunity, decreasing the job responsibilities of an  
          employee's normal workload, creating hostile work  
          environments, and discriminating in the terms or conditions  
          of employment or contract for these reasons foments unrest  
          and dissatisfaction, deprives the state of the fullest use  
          of its capacities for development and advancement, and  
          substantially and adversely affects the interest of public  
          employees, employers, and the public in general; (2) the  
          purpose of this act is to provide effective, efficient  
          remedies that will eliminate these retaliatory practices.

           Background
           
          In March 2004, the Senate Select Committee on Government  
          Oversight held a hearing entitled "State Employee  
          Discipline and the State Personnel Board: Is Justice  
          Served?"  The hearing was occasioned by reports that  
          proposed disciplinary actions by correctional agencies (the  
          California Department of Corrections (CDC) and the  
          California Youth Authority (CYA)) were failing in the State  
          Personnel Board (SPB) because the departments failed to  
          meet their burden.  Further, some employees complained of  
          retaliation or other adverse actions after they reported  
          misconduct by other employees.  According to testimony  
          given at the Select Committee hearing, this resulted in low  
          morale for employees as well as a general dissatisfaction  
          with the disciplinary process.  The Select Committee thus  
          became concerned about the effect of disarray in the  
          disciplinary process on the work environment in those  
          departments, as well as the chilling effect of disciplinary  







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          sanctions imposed upon department whistleblowers on future  
          disclosures by employees about misconduct at the agencies.

          A demonstrative case was provided by Richard Krupp, who  
          filed a whistleblower retaliation complaint against the  
          Department of Corrections after he was transferred to a  
          do-nothing position when he refused to provide deceptive  
          and misleading information to the Bureau of State Audits.   
          According to Mr. Krupp, despite the fact that both the  
          State Personnel Board and the Office of the Inspector  
          General findings that he was in fact retaliated against,  
          the Department of Corrections continued to fight the  
          retaliation charge in legal proceedings.  Mr. Krupp stated  
          he was forced to finance his more than $50,000 in legal  
          expenses, until he finally agreed to a settlement of  
          $500,000.  When the department's extensive legal fees are  
          included, Mr. Krupp asserts that the cost to the department  
          was in excess of $1 million.  It took more than four years  
          for this case to settle.

          Subsequent to the hearings, SB 165 (Speier) of 2005 was  
          introduced to overhaul the structure by which whistleblower  
          complaints brought by state employees are processed, to  
          make it more efficient and responsive.  SB 165 would have  
          created a new Office of Special Counsel that would receive  
          and investigate complaints of retaliation, report  
          determinations, and make recommendations to the employing  
          agency, to the SPB or to the Department of Personnel  
          Administration (DPA).  SB 165 died on the Senate  
          Appropriations Committee's suspense file.

          SB 1267 (Yee) of 2008 was a more modest attempt at  
          improving the efficiency and responsiveness of the current  
          SPB process for complaints of retaliatory and other adverse  
          actions taken against state employees who make or attempt  
          to make disclosures of improper or illegal activity at  
          state agencies.  SB 1267 passed this Committee, but was  
          held in the Senate Appropriations Committee.  The contents  
          of SB 1267 were later amended into SB 1505 (Yee) 2008.   
          That bill was vetoed by the Governor. 

          On February 26, 2009, the California Supreme Court decided  
          State Chiropractic Examiners, et al. v. Superior Court of  
          Sacramento County (Carole M. Arbuckle, Real Party in  







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          Interest) (2009) 45 Cal.4th 963.  While the decision does  
          not adversely affect the substantive changes that this bill  
          makes to the CWPA, it does address some concerns relative  
          to an employee's right to sue for damages in Superior Court  
          for retaliation and other adverse actions based on the  
          employee's good faith disclosures of improper governmental  
          activity.  

           FISCAL EFFECT  :    Appropriation:  No   Fiscal Com.:  Yes    
          Local:  Yes

           SUPPORT  :   (Verified  5/4/09)

          California Nurses Association
          California Psychiatric Association
          California State-Wide Law Enforcement Association
          State Employee's Trades Council


           ARGUMENTS IN SUPPORT  :    The author's office states, the  
          process established in law to address these violations is  
          failing.  It is costing the whistleblowers excessive  
          attorney fees, personal time, and emotional duress.  At the  
          same time, the taxpayer is footing the bill for the  
          administrative costs as well as for the attorneys that  
          defend the alleged retaliator during the hearings.  The  
          hearings often do not resolve within the 60-day limit  
          established in law.  All parties involved agree that the  
          current process is inefficient and that the loopholes in  
          existing law allow these hearings to drag out for far too  
          long and at far too great a cost.  According to the  
          author's office and supporters, the right-to-sue notice  
          contained in this bill is crucial to the speedy resolution  
          of their case against their supervisors and/or agencies for  
          reprisal or retaliation based on protected disclosures  
          under the CWPA.  It will not only reduce the time spent on  
          litigating the same issues, but will also give them the  
          opportunity to recover damages in full, and even punitive  
          damages where appropriate, as well as reasonable attorney's  
          fees and costs.


          RJG:do  5/5/09   Senate Floor Analyses 








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                         SUPPORT/OPPOSITION:  SEE ABOVE

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