BILL ANALYSIS                                                                                                                                                                                                    






                 Senate Committee on Labor and Industrial Relations
                               Mark DeSaulnier, Chair

          Date of Hearing: April 28, 2010              2009-2010 Regular  
          Session                              
          Consultant: Alma Perez                       Fiscal:No
                                                       Urgency: Yes
          
                                   Bill No: SB 989
                                Author: Hollingsworth
                         Version: As amended April 15, 2010
          

                                       SUBJECT
          
                  Labor Code Private Attorneys General Act of 2004


                                      KEY ISSUE

          Should the Legislature require parties to a case, pursuant to  
          the Private Attorneys General Act (PAGA), to serve notice of a  
          proposed settlement to the Labor and Workforce Development  
          Agency (LWDA) prior to filing the request for approval in  
          superior court?

          Should the Legislature require parties to notify the LWDA of a  
          settlement in a case that the agency chose not to litigate? 
          

                                       PURPOSE
          
          To amend the Private Attorneys General Act to make an additional  
          requirement of a party seeking court approval of a civil action  
          settlement brought under the PAGA.  


                                      ANALYSIS
          
           Existing law  provides that the Labor and Workforce Development  
          Agency (LWDA) and its various departments, divisions,  
          commissions, boards, agencies or employees may assess and  
          collect penalties for violations of the Labor Code.

           Under existing law,  the Private Attorneys General Act of 2004  
          (PAGA) allows aggrieved employees to bring civil actions to  









          recover penalties for violations of the Labor Code if the LWDA  
          or its departments, division, commissions, board, agencies or  
          employees do not do so.  Existing law establishes a civil  
          penalty where one is not specifically provided under the Labor  
          Code of $100 for each aggrieved employee per pay period for an  
          initial violation, and $200 for each aggrieved employee per pay  
          period for subsequent violations.  The penalty is $500 per  
          violation where the violator does not employ any employees at  
          the time of the violation.

           Under existing law  , the penalties collected in these actions are  
          distributed 75% to the agency (LWDA) to be continuously  
          appropriated for purposes of enforcement and education of  
          employers and employees about their rights and responsibilities  
          under the Labor Code and 25% to the aggrieved employee, except  
          that if the person does not employ one or more persons, 100% of  
          the penalties collected are distributed to the agency by  
          continuous appropriation. 

           In addition, existing law  provides that the aggrieved employee  
          is authorized to recover attorney's fees and costs and, in some  
          cases, penalties. However, an aggrieved employee may recover  
          these penalties only after complying with specified procedural  
          and administrative requirements and providing specified written  
          notice to the agency and to the employer of the specific  
          provisions of the code alleged to have been violated, including  
          the facts and theories to support the alleged violation. (Labor  
          Code 2699.3)  The specific procedural and administrative  
          requirements vary depending on which section of Labor Code is  
          alleged to have been violated and for which civil penalties are  
          sought.
           
          Existing law  provides that no private right of action may be  
          maintained where the LWDA or any of its subdivisions cites the  
          alleged violator on the same facts and theories and under the  
          same section or sections of the Labor Code, or initiates  
          specified proceedings.  In certain cases, the employer may cure  
          the alleged violation, as defined, and if found to have  
          corrected the violation, no civil action may commence, as  
          specified.  

           Existing law  requires a court, in any action by an aggrieved  
          Hearing Date:  April 28, 2010                            SB 989  
          Consultant: Alma Perez                                   Page 2

          Senate Committee on Labor and Industrial Relations 
          








          employee seeking recovery of a civil penalty pursuant to the  
          PAGA, to review and approve any penalties sought as part of a  
          proposed settlement agreement. (Labor Code 2699)  Existing law  
          also authorizes a court to award a lesser amount than the  
          maximum civil penalty amount allowed if to do otherwise would  
          result in an award that is "unjust, arbitrary and oppressive, or  
          confiscatory."  For occupational safety and health violations,  
          existing law requires that the provisions of a settlement be  
          submitted to the division (Division of Occupational Safety and  
          Health) at the same time that they are submitted to the court.    
           


          This Bill  would require that a party seeking court approval of  
          the settlement of a civil action brought under the Private  
          Attorneys General Act, shall serve notice of this request upon  
          the Labor and Workforce Development Agency not fewer than 20  
          calendar days prior to filing the request for approval in  
          superior court.  

          This bill would declare that it is to take effect immediately as  
          an urgency statute in order to address the existing economic  
          conditions in California by spurring new job creation. 


                                      COMMENTS
          
          1.  Background and Need for this bill?

            The PAGA was enacted to allow aggrieved employees to file a  
            civil action to recover penalties for violations of the Labor  
            Code for cases where the Labor and Workforce Development  
            Agency, or its divisions and departments, chose not to do so.   
            Previous to PAGA, penalties could be assessed and collected  
            primarily by the LWDA or its subordinate entities.  Currently,  
            the Labor Code requires an aggrieved employee or  
            representative to give written notice to the LWDA and the  
            employer of the specific provisions alleged to have been  
            violated by an employer.  Once a settlement or judgment is  
            entered, it will direct either the Defendant employer or  
            Plaintiff- directly or through their attorneys -to distribute  
            the PAGA penalties to the LWDA and aggrieved employees.
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            The author of the bill, however, believes that the LWDA is  
            often left out of the loop as the PAGA lawsuit goes to court.   
            This bill would create a mechanism in law that would ensure  
            that the LWDA is made aware of settlement agreements at least  
            20 days prior to a party's request for court approval.  

            A similar version of this bill, AB 2997 (Houston), was  
            previously heard by the Legislature in 2006.  AB 2997 was  
            heard and passed in the Assembly Labor and Employment  
            Committee and referred to the Assembly Judiciary Committee;  
            however, the bill was amended into intent language in order to  
            give the author time to address concerns raised.  The author  
            of the bill indicated that the primary desire with the bill  
            was to provide the agency with a manner in which to be made  
            aware of what penalties, if any, were owed to it under a PAGA  
            settlement.  The bill was never amended with negotiated  
            language and was held in the Assembly Judiciary Committee.  

          2.  Proponent Arguments  :
            
            According to the author, the PAGA permits employees to act as  
            government enforcers and sue their employers for violations of  
            the Labor Code without the necessity of alleging actual  
            damages.  The author argues that although Governor Arnold  
            Schwarzenegger signed urgency "clean up" legislation in 2004  
            that ended the most egregious types of "Sue Your Boss"  
            lawsuits, unwarranted litigation practices persist.  In  
            particular, proponents argue, the threat of penalties and  
            attorneys' fees continue to be used by some unscrupulous  
            plaintiffs and lawyers to extract merit-less settlements from  
            employers, particularly small businesses, for whom it is  
            impractical or infeasible to defend a costly lawsuit in court,  
            despite a defensible position.

            Proponents argue that there is no mechanism in existing law  
            ensuring that the LWDA is made aware of these settlements, and  
            as such, the LWDA may be left out of the loop when a PAGA  
            lawsuit settlement is approved by a court.  Being unaware of a  
            settlement, proponents argue, also prevents the LWDA from  
            ensuring that it is receiving penalties due to them.  In  
            addition, the author argues that, unfortunately, in some cases  
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            the cost to LWDA to litigate its right to its share of  
            penalties exceeds the potential recovery, making such  
            litigation impractical. 
          
            The author believes that in order to uphold the educational  
            and enforcement intent of the PAGA, the LWDA must be made  
            aware of court approved PAGA lawsuit settlements in order to  
            permit the LWDA to, among other things, identify problem  
            industries with high rates of non-compliance and also help  
            expose attorneys using the PAGA by filing lawsuits intended  
            only to garner high attorneys' fees and little in the way of  
            penalties for aggrieved employees.  Proponents argue that this  
            bill provides a very modest, limited reform that will help to  
            ensure that settlements are processed appropriately and that  
            the LWDA receives sums due to it, particularly in light of  
            these challenging fiscal times for the state, its citizens,  
            and our employers.

          3.  Opponent Arguments  :

            According to opponents of the measure, the PAGA is an  
            important tool for enforcing employees' rights under the Labor  
            Code in cases where the LWDA has chosen not to take the matter  
            on.  Opponents argue that under current law, the prospective  
            PAGA plaintiffs are required to exhaust their administrative  
            remedies by sending a letter to the LWDA and giving that  
            agency the first shot at enforcing PAGA and seeking penalties.  
             In addition, opponents contend, the PAGA gives California's  
            superior courts, not the LWDA, the responsibility to approve  
            or disapprove all PAGA settlements.  

            Opponents argue that the 20-day advance notice to the LWDA  
            requirement proposed by this bill would increase the hurdles  
            plaintiffs must jump through in order to process a viable  
            claim and would unreasonably slow the process, discourage  
            legitimate PAGA actions and even interfere with a settlement  
            to which the plaintiff and defendant have agreed.  Opponents  
            also argue that giving the LWDA veto power over a settlement  
            agreement in PAGA litigation where it was not a party and did  
            not participate in settlement discussions is counterproductive  
            to the settlement process and increases the likelihood of  
            prolonged litigation.  In addition, opponents argue that the  
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            PAGA assigns superior courts the duty to balance competing  
            interests in making determinations of penalty amounts that are  
            recoverable by allowing the court to reduce or even eliminate  
            penalties. 

            In conclusion, opponents contend that the PAGA provisions  
            adequately protect the public interest in cases where the LWDA  
            is not litigating the case because it chose not to take the  
            matter on and believe that this bill would complicate and  
            delay the ability to recover penalties for Labor Code  
            violations.  Opponents argue that if the agency declines to  
            pursue a matter at the front end, it should have little  
            further active role in the litigation or disposition of most  
            other cases.  Overall, opponents argue that this bill would  
            weaken the PAGA by allowing the unnecessary intervention by  
            the LWDA into PAGA cases prior to settlement. 

          4.  Double Referral to the Senate Judiciary Committee:  

            If this bill is passed out of the Senate Labor and Industrial  
            Relations Committee, it will next be referred to the Senate  
            Judiciary Committee. 

          5. Prior Legislation  :

            AB 2997 (Houston) of 2006: Held in Assembly Judiciary  
            Committee 
            This bill is very similar to AB 2997 (Houston) of 2006 which  
            would have required the parties seeking court approval of a  
            settlement under the PAGA to serve the LWDA a notice of the  
            request not less than 20 calendar days prior to filing the  
            request with the court.  In addition, AB 2997 would have  
            required a court to award the LWDA reasonable attorney's fees  
            and costs in any proceeding in which the LWDA is adjudged to  
            be entitled to penalties under the PAGA. 

            SB 1809 (Dunn): Chapter 221, Statutes of 2004
            This bill significantly amended the PAGA by enacting specified  
            procedural and administrative requirements that must be met  
            prior to bringing a private action to recover penalties of  
            Labor Code violations.  SB 1809 also expanded judicial review  
            of PAGA claims by requiring courts to review and approve any  
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            penalties sought as part of a proposed settlement agreement,  
            and those portions of settlements concerning violations of  
            health and safety laws.  In addition, SB 1809 changed the  
            prior penalty formula to provide that 75 percent of most civil  
            penalties recovered pursuant to PAGA shall go to the LWDA for  
            labor law enforcement and education.

            SB 796 (Dunn): Chapter 906, Statutes of 2003
            This bill enacted the Private Attorneys General Act which went  
            into effect on January 1, 2004.  


                                       SUPPORT
          
          California Association of Joint Powers Authorities
          California Chamber of Commerce
          California Framing Contractors Association
          California Grocers Association 
          California Hospital Association 
          California Independent Grocers Association 
          California Manufacturers and Technology Association
          National Federation of Independent Business
          

                                     OPPOSITION
          
          California Applicants' Attorneys Association 
          California Employment Lawyers Association 
          California Labor Federation 
          California Rural Assistance Foundation
          Consumer Attorneys of California 
          National Lawyers Guild Labor & Employment Committee 


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          Hearing Date:  April 28, 2010                            SB 989  
          Consultant: Alma Perez                                   Page 7

          Senate Committee on Labor and Industrial Relations