BILL ANALYSIS                                                                                                                                                                                                    �




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          Date of Hearing:   May 4, 2011

                     ASSEMBLY COMMITTEE ON LABOR AND EMPLOYMENT
                                Sandre Swanson, Chair
                     AB 830 (Olsen) - As Amended:  April 27, 2011
           
          SUBJECT  :   Employment: flexible work schedules.

           SUMMARY  :   Authorizes individual employees to request flexible 
          work schedules, as specified.  Specifically,  this bill  :  

          1)Permits an employee to work up to ten hours per workday 
            without overtime if the employee requests such a schedule in 
            writing and the employer approves the request.

          2)Requires the employer, where such a schedule is adopted, to 
            pay overtime for all hours worked over 40 in a workweek or 
            over ten in a workday.

          3)Authorizes an employer to inform its employees that it is 
            willing to consider employee requests to work flexible work 
            schedules, but prohibits an employer from inducing a request 
            by promising an employment benefit or "threatening an 
            employment detriment."

          4)Authorizes an employee or employer to discontinue a flexible 
            work schedule at any time by giving written notice to the 
            other party.

          5)Specifies that these provisions do not apply to any employee 
            covered by a valid collective bargaining agreement or 
            specified public employees.

          6)Makes related conforming changes.

          7)Makes related legislative findings and declarations. 

           EXISTING LAW  :

          1)Defines a day's work as eight hours of labor.

          2)Requires that any work in excess of eight hours day, in excess 
            of 40 hours a week, and the first eight hours on the seventh 
            day of work are to be compensated at no less than one and 
            one-half times the regular rate of pay, and provides 









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            corresponding exemptions for certain classifications of 
            employees.

          3)Requires that any work in excess of 12 hours a day and in 
            excess of eight hours on the seventh day of work are to be 
            compensated at no less than twice the regular rate of pay, and 
            provides corresponding exemptions for certain classifications 
            of employees.

          4)Allows employees of an employer to adopt a regularly scheduled 
            alternative workweek that authorizes work by the affected 
            employees for no longer than ten hours per day within a 40- 
            hour workweek without the payment of overtime.  Such 
            alternative workweek schedules are permissible only if they 
            receive approval in a secret ballot election by two-thirds of 
            the affected employees.

          5)Permits an employee, upon written request, to make up lost 
            work time during the same workweek without incurring daily 
            overtime.

          6)Provides an exemption to the overtime and alternative workweek 
            provisions of the law to an employee covered by a valid 
            collective bargaining agreement if the agreement expressly 
            provides for wages, hours of work, and working conditions of 
            the employees, and if the agreement provides premium wage 
            rates for all overtime hours worked and a regularly hourly 
            rate of pay at least 30% above the state minimum wage.

           FISCAL EFFECT  :  Unknown

           COMMENTS  :  This bill is the latest in a long series of attempts 
          to revise various provisions of California law related to 
          overtime and alternative workweek schedules.  Those provisions 
          of law were codified by AB 60 (Knox), the "Eight-Hour-Day 
          Restoration and Workplace Flexibility Act of 1999."  Debate in 
          recent years has centered around questions of whether the secret 
          ballot election process should be maintained, or whether 
          individual employees should be authorized to establish their own 
          individualized alternative workweek schedules.  The author has 
          titled this bill the "Workplace Flexibility Act of 2011."
            
           Brief Background on AB 60  

          Beginning in 1913, the Industrial Welfare Commission (IWC) had 









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          jurisdiction over working hours only of women and minors.  
          Exercising its authority, the IWC established daily overtime 
          after eight hours for those groups.  In 1974, the discriminatory 
          impact of this approach was struck down in federal court.  The 
          IWC's efforts to adopt new wage orders led to a protracted legal 
          battle.  In 1980, the California Supreme Court upheld the 
          adoption of final wage orders incorporating the eight-hour day 
          for male and female employees.  

          Those wage orders remained in effect until January 1, 1998, when 
          the IWC amended five of them to eliminate daily overtime and 
          provide that: "No overtime pay shall be required for hours 
          worked in excess of  any  daily number"  (Emphasis added).  The 
          five wage orders that were amended were Wage Order 1 
          (manufacturing industry), Wage Order 4 (professional, technical, 
          clerical, and mechanical occupations), Wage Order 5 (public 
          housekeeping industry), Wage Order 7 (mercantile industry), and 
          Wage Order 9 (transportation industry).

          That action resulted in an unsuccessful legal challenge, 
          legislation including SB 680 (1997) which was passed but vetoed 
          by Governor Wilson, and ultimately AB 60, which was successfully 
          passed and signed by Governor Davis effective January 1, 2000.  
          AB 60, among other things, codified daily overtime after eight 
          hours as the general rule in California.








           Scheduling Flexibility Under Current Law
           
          AB 60 contained several features related to flexibility in 
          employee work schedules.  First, it provided for the adoption of 
          alternative workweek schedules pursuant to an employee election. 
           The alternative workweek schedule may authorize the employees 
          to work no more than ten hours per day within a 40-hour workweek 
          without receiving overtime.  Such an alternative schedule must 
          be adopted in a secret ballot election by at least two-thirds of 
          the affected employees.

          Labor Code Section 511(a) also provides that, "The regularly 









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          scheduled alternative workweek proposed by an employer for 
          adoption by employees may be a single work schedule that would 
          become the standard schedule for workers in the work unit, or a 
          menu of work schedule options, from which each employee in the 
          unit would be entitled to choose."

          Moreover, Section 3(C)(1) of the IWC Wage Orders states: "If the 
          employer proposes a menu of work schedule options, the employee 
          may, with the approval of the employer, move from one menu 
          option to another."

          Section 3(B)(1) of the IWC Wage Orders provides that, "Nothing 
          in this section shall prohibit an employer, at the request of 
          the employee, to substitute one day of work for another day of 
          the same length in the shift provided by the alternative 
          workweek agreement on an occasional basis to meet the personal 
          needs of the employee without the payment of overtime."

          Section 3(C)(2) of the IWC Wage Order also provides that the 
          term "affected employees in the work unit" may include all 
          employees in a readily identifiable work unit, such as a 
          division, a department, a job classification, a shift, a 
          separate physical location, or a recognized subdivision of any 
          such work unit.  A work unit may consist of an individual 
          employee as long as the criteria for an identifiable work unit 
          are met.
            
          In addition, AB 60 allowed employees to take off time for a 
          personal obligation and makeup that time during the same 
          workweek without payment of daily overtime.  Labor Code Section 
          513 provides that, if an employer approves a written request, an 
          employee may makeup work time during the same workweek without 
          incurring daily overtime, except for hours in excess of 11 in 
          one workday.  

          Finally, AB 60 contained an overtime exemption for employees 
          covered by a valid collective bargaining agreement if the 
          agreement expressly provides for wages, hours of work, and 
          working conditions of the employees, and if the agreement 
          provides premium wage rates for all overtime hours worked and a 
          regularly hourly rate of pay at least 30% above the state 
          minimum wage.












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           "Workplace Flexibility" Has Its Benefits

           There has been significant debate and discussion in recent years 
          (both at the state and national levels) about "workplace 
          flexibility" and the benefits it can provide to workers and 
          their families.  For example, a report<1> by the Institute for 
          Women's Policy Research noted the following:

               "The large majority of high-income countries have 
               introduced flexible working statutes aimed at making it 
               easier for employees to change how many hours, and when and 
               where they work within their current job.  Patchy progress 
               towards more diversified work arrangements is pushing 
               workers out of the labor market altogether, or into jobs 
               that are below their skill levels and potential.  Few 
               economies can afford such a waste of human resources in 
               view of changing demographics, reduced labor force growth, 
               and global competition for knowledge. 

               U.S. employers are faced with a dramatic increase in the 
               share of older workers and a significant slowdown in labor 
               force growth, even if demographic trends in the United 
               States are less dramatic than in most other high-income 
               countries.  The growth in mothers' labor force 
               participation, a major source of additional labor in recent 
               decades, has stalled and U.S. labor force participation for 
               women has fallen behind in cross-national comparison.  
               Demand for more diverse work arrangements is high, yet 
               workplace change is lagging behind changing workforce 
               demographics. 

               Flexible working statutes strengthen the ability of 
               individual employees to find solutions that allow work-life 
               -------------------------
          <1> Hegewisch, Ariane and Janet C. Gornick.  "Statutory Routes 
          to Workplace Flexibility in Cross-National Perspective."  
          Institute for Women's Policy Resrach, Center for WorkLife Law, 
          University of California, Hastings College of the Law (2008).








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               reconciliation, but in a manner that takes account of 
               employers' business and operational requirements.  Of 20 
               high-income countries examined in comparison with the 
               United States, 17 have statutes to help parents adjust 
               working hours, six help with family care giving 
               responsibilities for adults; 12 allow change in hours to 
               facilitate lifelong learning; 11 support gradual 
               retirement; and five countries have statutory arrangements 
               open to all employees, irrespective of the reason for 
               seeking different work arrangements.  Evaluation of 
               statutes supporting flexible working hours shows that the 
               laws have caused few problems for employers, and that 
               gender equality improves most where laws are interpreted 
               broadly, not narrowly focused on part-time work."
           
          But Does "Workplace Flexibility" Benefit All Workers Equally?  

          As stated above, there has been much discussion in recent years 
          about the benefits to employers and employees of "workplace 
          flexibility" and "flexible work schedules."  However, a recent 
          report<2> raised some interesting points for consideration 
          regarding whether "workplace flexibility" in fact benefits all 
          workers equally.  For example, the report stated the following:

               "'Workplace flexibility' is the buzz phrase in debates 
               about how to help busy parents better juggle the competing 
               demands of work and family. But the public conversation has 
               been shaped largely by the experiences of professional and 
               managerial workers - the target of their demands has been 
               the archetypal fixed schedule of a full-time, salaried 
               office worker who often puts in far more than the requisite 
               40 hours a week. As such, the workplace flexibility 
               discussion remains somewhat tone deaf when it comes to the 
               needs of low-wage workers. 

               Low-wage workers face a completely different set of 
               challenges - they are much more likely to be paid hourly, 
               work less than full time, and have erratic schedules with 
               little advance notice of when they are expected to work.  
               Their hours - and therefore pay - often vary from week to 
               week and even month to month. So while full-time 
               professional and managerial workers have sought flexibility 

               -------------------------
          <2> Cauthen, Nancy K.  "Scheduling Hourly Workers: How Last 
          Minute, 'Just-In-Time' Scheduling Practices Are Bad for Workers, 
          Families and Business."  Dmos (2011). 








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               to diverge from rigid schedules, low-wage workers typically 
               need more predictability and stability within fluid 
               schedules. 

               To meet the needs of all workers, we must first change the 
               terms of the workplace flexibility debate.  Solutions such 
               as four-day work weeks, varying the start and end time of 
               the work day, or telecommuting can provide critical 
               flexibility for professional and managerial workers.  But 
               the term "flexibility" muddies the water when it comes to 
               low-wage hourly workers: over the last couple of decades, 
               such workers have been increasingly subject to greater 
               demands for flexibility for the benefit of their employers. 
                As a result, hourly workers have had to endure more 
               uncertainty in their schedules, greater fluctuations in 
               their hours, and less predictability in the size of their 
               paychecks. 

               The recent trend toward "just-in-time" scheduling 
               epitomizes the unstable unemployment environment faced by 
               low-wage workers.  Just-in-time (JIT) scheduling, also 
               called "scheduling to demand," is a practice that closely 
               links labor supply to consumer demand.  Used widely in the 
               service sector, employers rely on scheduling software and 
               measures of demand (such as floor traffic, sales volume, 
               hotel registrations, or dinner reservations) to match 
               workers' hours to labor needs.  In doing so, they often 
               change posted schedules at the last minute even if it means 
               sending workers home after they arrive for work or asking 
               them to stay beyond the end of their shift.

               Such practices can wreak havoc in the lives of workers and 
               their families, complicating child care arrangements, 
               transportation, and eligibility for both employer-sponsored 
               and government benefits.  These conditions are challenging 
               not only for parents but can create tremendous chaos and 
               stress for children as well." (Original emphasis included).

           How Many California Employers Have Established an Alternative 
          Workweek Schedule?
           
          The Division of Labor Statistics and Research, under the 
          Department of Industrial Relations, provides on their website a 
          database listing all California employers that have filed 
          alternative workweek election results with the division pursuant 









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          to Labor Code section 511(e).  According to the database, there 
          are currently 20,389 employers that have successfully 
          established an alternative workweek for their employees.  This 
          is an increase from last year, when the database reported that 
          there were 18,844 employers that had successfully established an 
          alternative workweek schedule.






           ARGUMENTS IN SUPPORT  :

          The author states the following in support of this bill:

               "California is one of only four states that does not 
               conform to the �f]ederal Fair Labor Standards Act and of 
               those four states, California's overtime laws are the most 
               restrictive.  This harms employees who would prefer to work 
               an alternate work schedule that better suits their personal 
               and family needs.

               California's antiquated labor standards do not provide 
               enough flexibility for working families, which make up the 
               majority of the workforce?

               Finally, California has the second highest unemployment 
               rate in the country.  This is a result of California's 
               anti-jobs climate and requires improvement of our outdated 
               labor standards.

               �This bill] is an employee-driven, voluntary process that 
               creates options.  It gives working families, caregivers, 
               students and other with scheduling conflicts the 
               availability to choose an alternative work schedule.  
               Choosing a flexible work schedule of four 10-hour days 
               could give employees 50 additional non-working days per 
               year."

          The California Independent Grocers Association argues that this 
          bill will help accommodate workers' diverse family obligations, 
          personal pursuits, commuting issues and environmental concerns.  
          They also state that a more flexible work life is good for one's 
          health, citing a report in the Journal of Occupational and 









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          Environmental Medicine that if employees have the ability to 
          compress workweeks, they are more likely to make healthier 
          lifestyle choices, to exercise more and to sleep better.

           ARGUMENTS IN OPPOSITION  :

          Opponents argue that, contrary to this bill's assertion that it 
          is "virtually impossible" for an employee to enjoy the benefit 
          of an alternative work schedule, current law already allows 
          employees to vote on a menu of alternative schedules, which may 
          include among the options a weekly schedule of five eight-hour 
          days in addition to the option of four ten-hour shifts without 
          payment of daily overtime.  Current law allows an employee to, 
          with employer consent, change from one work schedule on the menu 
          to another on a weekly basis.  Additionally, current law 
          provides that an employee may, with employer permission, make up 
          work time during the same workweek without incurring daily 
          overtime.

          Opponents also state that current law governing alternative 
          workweeks was specifically designed to protect employees from 
          being pressured, overtly or in more subtle ways, from waiving 
          their right to daily overtime pay.  Given the inherent imbalance 
          of power in the employer-employee relationship, the inclusion in 
          this bill of language stating that an employer shall not 
          "induce" by means of "promises" or "threats" does not prevent 
          pressure from being exerted on employees to forgo their right to 
          daily overtime.

          Moreover, opponents contend that this bill enables favoritism by 
          affording employers unfettered discretion to grant and revoke 
          individual alternative work schedules.  This sort of favoritism 
          pits employees against each other and lowers morale.  Thus, in 
          addition to removing protections against involuntary waiver of 
          overtime rights, this bill undermines the values of employee 
          cooperation and workplace engagement fostered by the election 
          procedure in current law.

           RELATED AND PRIOR LEGISLATION  :

          As mentioned above, this bill is the latest in a long (and 
          almost annual) history of bills seeking to amend the overtime 
          and alternative workweek provisions of existing law.

          Currently, SB 367 (Dutton) would permit an individual nonexempt 









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          employee employed by an employer with 25 or fewer employees to 
          request an employee-selected flexible work schedule providing 
          for workdays up to ten hours per day within a 40-hour workweek, 
          and would allow the employer to implement this schedule without 
          any obligation to pay overtime compensation.  SB 367 failed 
          passage in the Senate Committee on Labor and Industrial 
          Relations.

          In addition, SB 378 (Dutton) would provide that an alternative 
          workweek schedule adopted pursuant to those existing law may 
          include a regularly scheduled alternative workweek that 
          authorizes work by the affected employees for more than ten 
          hours a day, as long as the employees are paid at the 
          appropriate overtime rate.  The bill further would exempt from 
          current law employers with five or fewer employees, but would 
          permit such employers and their employees to voluntarily enter 
          into a revocable written agreement setting forth an alternative 
          workweek schedule that allows an employee to work up to ten 
          hours a day, 40 hours a week, without the payment of overtime 
          wages.  SB 378 is pending in the Senate Committee on Labor and 
          Industrial Relations.

          Over the past several years, the following bills have been 
          introduced which were similar, but not identical, to the current 
          proposal.  Each of the following bills failed passage in the 
          first policy committee:

                 SB 1335 (Cox) of 2010
                 SB 187 (Benoit) of 2009
                 AB 2127 (Benoit) of 2008
                 AB 510 (Benoit) of 2007 
                 AB 2217 (Villines) of 2006
                 SB 1254 (Ackerman) of 2006 
                 AB 640 (Tran) of 2005
                 AB 244 (Maze) of 2003



















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           REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           
          Associated Builders and Contractors of California
          California Association of Licensed Investigators, Inc.
          California Independent Grocers Association
          California Landscape Contractors Association
          California League of Food Processors
          California Restaurant Association
          California Veterinary Medical Association
          Construction Industry Legislative Council
          Pflueger Design (Hughson, CA)

           Opposition 
           
          American Federation of State, County and Municipal Employees
          California Conference Board of the Amalgamated Transit Union
          California Conference of Machinists
          California Employment Lawyers Association
          California Federation of Teachers
          California Labor Federation, AFL-CIO
                                                                                        California Nurses Association
          California Official Court Reporters Association
          California Teamsters Public Affairs Council
          Consumer Attorneys of California
          Engineers and Scientists of California
          International Longshore and Warehouse Union
          Professional and Technical Engineers, Local 21
          SCOPE, Laborers International Union of North America
          UNITE HERE!
          United Food and Commercial Workers, Western States Conference
          Utility Workers Union of America, Local 132

           
          Analysis Prepared by  :    Ben Ebbink / L. & E. / (916) 319-2091