BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  AB 267
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          Date of Hearing:   May 4, 2011

                     ASSEMBLY COMMITTEE ON LABOR AND EMPLOYMENT
                                Sandre Swanson, Chair
                 AB 267 (Swanson) - As Introduced:  February 7, 2011
           
          SUBJECT  :   Employment contracts.

           SUMMARY  :   Prohibits any choice of law clause, venue-selection 
          clause, or forum-selection clause in binding employment 
          materials that are imposed on an employee as a condition of 
          employment.  Specifically,  this bill  : 

          1)Makes void and unenforceable as against public policy, the 
            following clauses contained in any job applications, 
            employment agreements, employment handbooks or other 
            statements of employer policies applicable to its employees, 
            if imposed on an employee as a condition of employment:

             a)   Choice of law clause that selects a state's law other 
               than California to govern an employment dispute between an 
               employer and employee.  

             b)   Venue-selection clause that selects a venue outside of 
               California for an employee to bring an employment claim 
               against his/her employer.

             c)   Forum-selection clause that selects a forum outside of 
               California for an employee to bring an employment claim 
               against his/her employer.  

          2)Specifies that nothing in this bill would prevent an employee 
            from voluntarily agreeing to a choice of law or forum 
            selection as long as it is not a condition of employment and 
            that it is subject to independent consideration.

           EXISTING LAW  :

          1)Provides that, if a court finds as a matter of law that a 
            contract or any clause of the contract was unconscionable at 
            the time it was made, the court may refuse to enforce the 
            contract or the unconscionable clause.

          2)States that existing case law, in which the California Supreme 
            Court struck down a mandatory arbitration agreement in an 








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            employment contract as an unconscionable contract of adhesion, 
            the court held that "unconscionability has both a 'procedural' 
            and a 'substantive,' element, the former focusing on 
            'oppression,' or 'surprise' due to unequal bargaining power, 
            the later on 'overly harsh' or 'one-sided results."  
            (Armendariz et al. v. Foundation Health Psychare Services, 
            Inc. (2000) 24 Cal.4th 83.)

          3)States that existing case law, in which the appellate court 
            refused to enforce a forum selection clause in a consumer 
            contract, the court stated that forum selection clauses will 
            be enforced only "so long as California consumers will not 
            find their substantial legal rights significantly impaired by 
            their enforcement."  "California courts will refuse to defer 
            to the selected forum if to do so would substantially diminish 
            the rights of California residents in a way that violates our 
            state's public policy."  (America Online, Inc. v. The Superior 
            Court of Alameda County (2001) 90 Cal.App.4th 1.)
           
          FISCAL EFFECT  :   Unknown

           COMMENTS  :   The California Supreme Court has held that 
          out-of-state employers who employ individuals in California may 
          use choice of law and forum selection provisions in their 
          employment contracts, so long as the forum selected offers the 
          employee adequate remedies otherwise available to him/her under 
          California law (see  Olinick v. BMG Entertainment, 42 Cal.Rptr.3d 
          268 ).  In this case, a California employee tried to bring an age 
          discrimination suit under California's Fair Employment and 
          Housing Act in a California court but was subject to a choice of 
          law clause and forum selection clause in his employment 
          contract, which stated that any employment dispute was to be 
          brought in New York and resolved under New York law.  The Court 
          held that the public policy of California in enforcing its 
          anti-discrimination statutes under FEHA and the convenience of 
          the party and witnesses in adjudicating the case in California 
          do not invalidate the parties' enforceable agreement where the 
          selected forum affords an adequate remedy to the employee.  

          Under the United States (U.S.) Constitution and the California 
          Constitution, a federal or state law may not operate as a 
          substantial impairment of a contractual relationship (U.S. 
          Const. art. I, � 10; Cal. Const. art. I, � 9).  This bill, 
          however, does not act to prohibit or impair the contractual 
          relationship because the contracting parties may still 








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          voluntarily agree to a choice-of-law clause or forum selection 
          clause.  This bill takes the narrow approach of prohibiting 
          employers from forcing employees to accept these provisions as a 
          condition of employment, i.e. the provisions at issue are 
          declared void and unconscionable only to the extent that they 
          are required as a condition of employment.  

          The Federal Arbitration Act (FAA) governs the interpretation of 
          arbitration agreements and preempts any state law to the 
          contrary.  State law, however, is applicable to an arbitration 
          case if the law governs issues concerning the validity, 
          revocability, and enforceability of contracts generally.  
          Therefore, because this bill states that it is the public policy 
          of the state that forum selection clauses and choice of law 
          clauses are unconscionable if imposed on an employee as a 
          condition of employment, as opposed to prohibiting these clauses 
          altogether, this bill would not be preempted under the FAA.  As 
          a result, because these clauses are not outright prohibited, an 
          employer and employee may have the option to bargain over 
          whether to insert these clauses into an employment contract.

           ARGUMENTS IN SUPPORT  : 

          In their letter of support the sponsor of this bill, the 
          California Employment Lawyers Association (CELA), states that 
          under current law, employers can require California workers as a 
          condition of employment to give up the protection of California 
          law and accept the less protective laws of other States and can 
          force California workers to travel to other States to resolve 
          employment disputes that arose in California.  Increasingly, 
          predominately out-of-state employers are using "choice-of-law" 
          and forum selection clauses to exempt themselves from 
          California's laws governing employment relationships and to 
          adopt another State's weaker worker protections, creating an 
          unfair competitive advantage over employers who remain subject 
          to the rigorous requirements of California labor and employment 
          laws.  Correcting this problem therefore benefits California 
          employers as well as employees and contributes to fair 
          competition in California. 
          CELA argues that California law is intended to provide a 
          consistent set of rights and obligations for all California 
          workers and their employers.  However, allowing employers to 
          impose choice-of-law and forum selection provisions on their 
          California workers undermines this state's strong labor 
          protection laws and creates confusion for employees and the 








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          Courts as to what laws govern the employment relationships that 
          take place in California and where any related dispute shall be 
          resolved. 

          Without any legislation to guide them, California courts have 
          freely enforced these provisions, allowing out-of-state 
          employers to evade California labor laws and sending California 
          workers to Florida, Illinois, New York and Minnesota, even out 
          of the country, to resolve discrimination claims and other 
          employment disputes (sometimes under the laws of those 
          jurisdictions) that arose in California. 

          Additionally, CELA asserts in their letter of support, that most 
          workers lack the resources to travel across the country-- let 
          alone around the world-to pursue an employment claim in another 
          state or country.  The problem is particularly acute for lower 
          income workers and disabled workers.  Those workers that do have 
          the resources and ability to travel might well find that the 
          protection that they had under California law does not exist, or 
          is not as comprehensive, in the jurisdiction that will be 
          deciding their dispute. 

          Finally, CELA feels this bill seeks to correct this injustice by 
          making clear that any provision in an employment contract that 
          requires an employee, as a condition of obtaining or continuing 
          employment, to use a forum other than California, or to agree to 
          a choice of law other than California law, is void and 
          unenforceable as against public policy and provides clarity to 
          the courts, justice to California employees and a more level 
          playing field for businesses in California.

          The Consumer Attorneys of California, state in their letter of 
          support, this bill protects the rights of California employees 
          by prohibiting out of state companies who do business in our 
          state from forcing California employees out of state to enforce 
          employment rights.  Unfortunately, current state law does not 
          expressly prohibit the practice.  In their letter, they site 
          examples of employees who were forced to travel to enforce their 
          rights in other states:

                 Californian forced to New York courts.  An older 
               employee brought an age discrimination claim under the Fair 
               Employment and Housing Act (FEHA) and a wrongful 
               termination claim alleging a violation of public policy 
               against age discrimination.  The court affirmed the 








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               enforcement of a forum-selection and choice of law 
               provision favoring New York.  (Olinick v. BMG. 
               Entertainment (206) 138 Cal.app.4th 1286)

                 Californians forced to Massachusetts courts.  Two women 
               filed a complaint against their former employer alleging 
               employment discrimination.  The court upheld a clause 
               requiring the employees to resolve their claims in 
               Massachusetts, even though it noted that alleged severe 
               financial hardship would result, but stated that the 
               hardship was insufficient to establish that the designated 
               forum was gravely difficult and inconvenient.  (Hopkinson 
               v. Lotus Development (1995) U.S. Dist. Lexis 8804)

                 Californian forced to Illinois courts.  A California 
               resident asserting age discrimination claims under FEHA was 
               forced to seek protection in an Illinois forum when the 
               court upheld a forum selection clause.  (Flake v. Medline 
               Industries (1995) 882 F.Supp. 947)

           ARGUMENTS IN OPPOSITION  :

          The California Chamber of Commerce argues in their letter of 
          opposition that this bill is unnecessary and overrides judicial 
          discretion, stating that under existing law, California 
          employees are already protected from contractual choice of law 
          or forum provisions which are unreasonable, unconscionable or 
          diminish substantially their legal protections in this state 
          since California courts already have the discretion to deem such 
          provisions unenforceable.

          They also contend that this bill could result in fewer 
          employment opportunities for Californians in today's global 
          workplace.  Employers and jobs are increasingly mobile and not 
          constrained by geographical boundaries.  They state that 
          technology allows employers headquartered in other states or 
          other countries to have increasing flexibility to offer jobs 
          around the globe and this bill discourages such employers from 
          offering employment in California if doing so means they travel 
          across the country or overseas to appear in California courts.

          Finally, they state that accepting a choice of forum or law as a 
          "condition of employment" is tied to a voluntary decision by the 
          employee to accept an offer of employment or not and this bill 
          sets a bad precedent for statutory interference with the 








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          Constitutional right of parties to contract.

          The Civil Justice Association of California opposes this bill, 
          stating they have three primary concerns with the bill.  They 
          feel the bill is unnecessary California residents are already 
          protected from unreasonable contract provisions and unreasonable 
          choice of law provisions.  Second, they argue that judges should 
          be allowed to balance factors in individual cases to determine 
          if a choice of law clause is appropriate and finally they 
          believe this sets a bad precedent for prohibiting other choice 
          of law or forum provisions.

           PRIOR LEGISLATION  :

          AB 1043 (Swanson) of 2007, was identical to this bill.  The bill 
          was vetoed by Governor Schwarzengger.

           REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           
          American Federation of State, County and Municipal Employees
          CA Official Court Reporters Association
          California Communities United Institute
          California Conference Board of the Amalgamated Transit Union
          California Conference of Machinists
          California Labor Federation, AFL-CIO
          California Employment Lawyers Association (Sponsor)
          California Teamsters Public Affairs Council
          Consumer Attorneys of California
          Equal Rights Advocates
          International Longshore and Warehouse Union
          Professional and Technical Engineers, IFPTE Local 21
          SCOPE, Laborers International Union of North America
          UNITE HERE!
          United Food and Commercial Workers Region 8 States Council
          Utility Workers Union of America, Local 132
          Women's Employment Rights Clinic of Golden Gate University, 
          School of Law

           Opposition 
           
          California Chamber of Commerce
          Civil Justice Association of California
           








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          Analysis Prepared by  :    Lorie Erickson / L. & E. / (916) 
          319-2091