BILL ANALYSIS                                                                                                                                                                                                    






                             SENATE JUDICIARY COMMITTEE
                           Senator Ellen M. Corbett, Chair
                              2009-2010 Regular Session


          SB 650
          Senator Yee
          As Amended December 15, 2009
          Hearing Date: January 12, 2010
          Government Code
          GMO/KB:jd      

                                        SUBJECT
                                           
                   Disclosure of Improper Governmental Activities:
                      California Whistleblower Protection Act:
                    University of California:  Action for Damages

                                      DESCRIPTION  

          Under the California Whistleblower Protection Act (CWPA), an  
          action by an employee of or applicant for employment to the  
          University of California (UC) to recover damages caused by  
          intentional acts of reprisal, retaliation, threats, or coercion  
          is not available unless the injured party had first filed a  
          complaint and the university failed to reach a decision within  
          the time limits provided by law.

          This bill would overturn the California Supreme Court's decision  
          in Miklosy v. The Regents of the University of California (2008)  
          44 Cal.4th 876, which held that an employee of the UC who is a  
          whistleblower cannot sue for damages for retaliation where the  
          University timely decided a retaliation complaint. 

          Thus the bill would authorize an action for recovery of damages  
          only if the injured party first filed a complaint and the  
          University either reached a decision or failed to reach a  
          decision within the time limit specified by the University,  
          which time limit cannot exceed 18 months.  

          The bill would apply the same test for recovery of damages to an  
          employee or applicant for employment of the California State  
          University.

                                      BACKGROUND  

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          Plaintiffs Miklosy and Messina are computer scientists who were  
          employed by the University of California at the Lawrence  
          Livermore National Laboratory (Laboratory).  In the course of  
          their work, the scientists identified problems with the project,  
          which they expressed to management orally and in writing.  On  
          February 28, 2003, three supervisors fired Miklosy, who then  
          overheard the same three supervisors declare that Messina would  
          be next.  Messina then submitted a letter of resignation and was  
          asked to reconsider over the weekend.  However, when she  
          returned to her office after the meeting, she found that her  
          computer had been disconnected.  After another meeting, and  
          overhearing another conversation where the supervisor indicated  
          an intent to fire Messina, Messina resigned.

          Plaintiffs then filed complaints with the University under the  
          CWPA.  The Laboratory followed the procedure outlined in the  
          statute, and reached a decision adverse to the plaintiffs within  
          the time limits specified in its internal policies.  This  
          decision became final.  Plaintiffs then filed a damages action  
          in superior court against the University and three supervisory  
          employees alleging several causes of action, among them unlawful  
          retaliation in violation of the CWPA.  The trial court sustained  
          a demurrer, and the Court of Appeal affirmed, holding that  
          plaintiffs had no viable claim under the CWPA because the  
          University timely resolved their complaints and further that the  
          other common law claims were statutorily barred.

          The California Supreme Court affirmed, holding that the  
          statutory language in the CWPA, particularly those provisions  
          pertinent to the UC, "means what it says, precluding a damages  
          action when, as here, the University of California has timely  
          decided a retaliation complaint."

          This bill would overturn the Miklosy decision by providing that  
          an injured UC whistleblower employee may bring an action for  
          damages if the University reached or failed to reach a decision  
          regarding a retaliation complaint filed by the injured employee  
          within established time limits for reaching that decision.  The  
          bill also would place a time limit of 18 months from the filing  
          of the complaint for the university to reach a decision.

                                CHANGES TO EXISTING LAW
           
           Existing law  , the CWPA, was enacted so that "state employees  
          should be free to report waste, fraud, abuse of authority,  
          violation of law, or threat to public health without fear of  
                                                                      



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          retribution." (Gov. Code Sec. 8547 et seq.)

           Existing law  protects state employees against whistleblower  
          retaliation by providing for the filing of a complaint with the  
          State Personnel Board (SPB) and, after the SPB has issued or  
          failed to issue a decision or findings on the complaint, by  
          providing for the filing of an action for damages in superior  
          court.  (Gov. Code Sec. 8547.8.)  The SPB is required to  
          initiate a hearing or investigation within 10 working days of  
          receipt of the complaint and complete the findings of the  
          hearing or investigation within 60 working days thereafter.   
          (Gov. Code Sec. 19683.)

           Existing law  , under the CWPA, provides the same protection and  
          procedure to employees of the UC as that given to state  
          employees, requiring however that a whistleblower retaliation  
          complaint be filed first with the University, and providing that  
          an action for damages may not be brought unless the University  
          failed to reach a decision within the time limits established by  
          the regents for this purpose.  (Gov. Code Sec. 8547.10.)  This  
          statute was construed by the California Supreme Court to mean  
          that where the University reached a decision within the time  
          limits set by the UC Regents pursuant to Section 8547.10, a  
          plaintiff cannot file an action for damages in superior court.   
          (Miklosy v. The Regents of the University of California (2008)  
          44 Cal.4th 876.)

           Existing law  , under the CWPA, provides the same protection and  
          procedure to employees of the California State University (CSU)  
          as that given to state employees, requiring however that a  
          whistleblower retaliation complaint be filed first with the CSU,  
          and providing that an action for damages may not be brought  
          unless the CSU failed to reach a decision within the time limits  
          established by the trustees for this purpose.  Under these  
          provisions, however, an injured party (plaintiff in a  
          whistleblower retaliation complaint) is not precluded from  
          seeking a remedy if the CSU has not satisfactorily addressed the  
          complaint within 18 months.  (Gov. Code Sec. 8547.12.)
          
           This bill  would provide that an action for damages may be  
          brought only if the injured party has filed a complaint and the  
          university has reached or failed to reach a decision within the  
          time limits established by the regents for this purpose.  This  
          bill would overturn Miklosy v. The Regents of the University of  
          California (2008) 44 Cal.4th 876.  (See Comment 2.)

                                                                      



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          This bill would not preclude an employee or applicant of the UC  
          from filing an action to recover damages if the university has  
          not satisfactorily addressed the complaint filed by the employee  
          or applicant within 18 months.

                                        COMMENT
           
          1.   Stated need for the bill  

          The author writes:

            There exists ambiguity in Government Code Section 8547 with  
            regard to who is protected under the State's Whistleblower  
            Protection Act, how they are protected and what their rights  
            are.

            In July 2008, the California Supreme Court ruled unanimously  
            that University of California employees who are retaliated  
            against because they reported wrongdoing cannot sue for  
            damages under the state's Whistleblower Protection Act, so  
            long as the University itself reviews the complaints and  
            reaches decisions in a timely fashion.  The ruling uncovered  
            an oversight made by the Legislature when the Act was amended  
            in 2001, which provided legal standing for all other state  
            employees, including employees of the California State  
            University, to seek damages.
            While the Court was unanimous in their ruling, three of the  
            seven justices (Chief Justice George and Justices Werdegar and  
            Moreno) urged the Legislature to consider changes to the law  
            as the current statute undermines the Act.

            Thus, unlike all other state employees, UC and CSU employees  
            can only seek damages in court if the university fails to  
            reach a decision regarding the complaint.  It is necessary to  
            give all CSU and UC employees, who exercise the good practice  
            of reporting waste, fraud, and abuse, the same protections  
            against retaliation from the administration.  Otherwise, the  
            university is both judge and jury of its own defense.  Giving  
            whistleblowers the right to go to court will also provide a  
            strong incentive to the universities to adequately address the  
            whistleblower complaints administratively.

          2.    Governor's veto of SB 219

           SB 650 is an improved version of SB 219 (Yee, 2009), which this  
          Committee passed but was vetoed by the Governor.  The Governor's  
                                                                      



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          veto message states:

             I strongly support correcting the current problem with  
             existing law concerning the availability of judicial  
             review for employees of the University of California that  
             file claims of retaliation against the University of  
             California for violations of the Whistleblower Protection  
             Act.  Unfortunately, rather than extending the same  
             protections as provided for California University  
             employees and other state employees to employees of the  
             University of California, this measure, as drafted, could  
             discourage employees of the University of California from  
             exhausting their administrative remedies before filing  
             claims in superior court.

          Heeding the Governor's veto message, this bill would redraft the  
          pertinent language in the CWPA applicable to the UC to clarify  
          that an action for damages would be available to UC employees as  
          it is to CSU employees, so long as a complaint was timely filed  
          as required by the CWPA.  It would also apply the 18-month time  
          limit, applicable to the CSU to process a whistleblower  
          employee's complaint of retaliation, to UC employees or  
          employment applicants' complaint of retaliation.  It is not  
          clear whether this language in SB 650 is sufficient to address  
          the Governor's concerns with the language in SB 219. 
           
           
          3.    Bill would overturn the Miklosy v. The Regents of the  
            University of California decision; and would address Justice  
            Werdegar's concerns raised in her concurring opinion

           This bill would permit an action for the recovery of damages if  
          the University reached a decision on the plaintiff's complaint,  
          thereby overturning Miklosy.  

           In Miklosy, the Court concluded that Government Code Section  
          8547.10(c), by its plain language, precluded plaintiffs' damages  
          action against the University because the University had timely  
          decided plaintiffs' retaliation complaint.  The Court found that  
          a civil action under Section 8547.10(c) is only available when  
          an employee has first filed a complaint with the University and  
          the University has failed to reach a timely decision on the  
          complaint.
           
           In her concurring opinion, Justice Werdegar expressed her  
          concern that the University would essentially be policing itself  
                                                                      



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          to the detriment of whistleblower employees, and injured  
          whistleblowers would not have access to independent judicial  
          review.  She wrote:  

            The decision we reach today, giving section 8547.10 its  
            literal meaning, will strongly undermine the purposes of the  
            Act, whose central purpose is ? [state employees should be  
            free to report waste, fraud, abuse of authority, violation of  
            law, or threat to public health without fear of retribution].   
            For whistleblowing employees to be confident they are  
            protected against retaliation, they must have recourse to a  
            fair and impartial decisionmaking process outside the line  
            management of their employing agency or University.  If the  
            same government organization that has tried to silence the  
            reporting employee also sits in final judgment of the  
            employee's retaliation claim, the law's protection against  
            retaliation is illusory.

            I do not believe the [same] ? Legislature that ? created a  
            civil action for damages on behalf of a whistleblower  
            subjected to retaliation by the University "could reasonably  
            have intended the University to resolve whistleblower  
            retaliation claims by way of its own internal procedures"  
            (maj. opn., ante at p. 898) without any meaningful judicial  
            review.  (Miklosy, 44 Cal.4th at 904.)  

          This bill would address Justice Werdegar's concerns by providing  
          that a UC injured whistleblower employee may bring an action for  
          damages if the University reached or failed to reach a decision  
          regarding the retaliation complaint within the established time  
          limits.  The bill would set the "established time limit" at a  
          maximum of 18 months (see Comment 3 below).

          4.    This bill would bring the allowed damages action for UC  
            injured employees in line with those afforded injured state  
            employees and injured CSU employees  

           Under existing law, an injured state employee or applicant for  
          employment may file an action for damages if the injured party  
          has first filed a complaint with the State Personnel Board and  
          the board has issued, or failed to issue, findings, as  
          specified.  (Gov. Code Sec. 8547.8.)  Also under existing law, a  
          CSU injured employee is not prohibited from seeking a remedy if  
          the CSU has not satisfactorily addressed the complaint within 18  
          months.  

                                                                      



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          Because this bill would allow an injured UC employee to bring an  
          action for damages if the University reached or failed to reach  
          a decision regarding the retaliation complaint within the  
          established time limits, injured UC employees would be treated  
          comparably to injured state employees and injured CSU employees.  
           And, following the CWPA provision applicable to CSU, the bill  
          would not prevent an employee or applicant of the UC from filing  
          an action to recover damages if the University has failed to  
          reach a decision within 18 months.

              5.   Opposition
            
          In opposition the California State University writes:

            Having an administrative review in place that is clearly  
            defined for all parties is in the best interest of all and  
            only if a claim has not been resolved should it be appropriate  
            to use the court system.  This proposed change in law,  
            allowing an employee to file for a civil action at anytime,  
            makes the internal investigation process useless and will no  
            doubt lead to increased costs for the system. Additionally,  
            internal reviews allow the CSU to develop systemwide policies  
            and procedures to ensure whistle blower protections. While we  
            do note that the measure has been keyed as being non-fiscal,  
            we believe that by not using the administrative process first,  
            that the CSU will incur unnecessary costs.


           Support  :  California Nurses Association; California Labor  
          Federation
          
           Opposition  :  California State University

                                        HISTORY
           
           Source  :  American Federation of State, County, and Municipal  
          Employees (AFSCME)

           Related Pending Legislation  :  None Known

           Prior Legislation  :

          AB 2988 (Feuer, 2008) would have overturned the Miklosy  
          decision; and would have declared the intent of the Legislature  
          to enact legislation to ensure that employees of the UC are  
          given the same protection under the CWPA as the protection  
                                                                      



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          provided to employees of the CSU system.  The bill would have  
          been an urgency measure so that the protections for employees of  
          the UC may be preserved immediately.  This bill was later gutted  
          and amended.

          SB 219 (Yee, 2009). Vetoed by the Governor.  (See Background.)

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