BILL ANALYSIS                                                                                                                                                                                                    �




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          Date of Hearing:   April 18, 2012

                     ASSEMBLY COMMITTEE ON LABOR AND EMPLOYMENT
                                Sandre Swanson, Chair
                AB 1999 (Brownley) - As Introduced:  February 23, 2012
          
          SUBJECT  :   Employment: familial status protection.

           SUMMARY  :   Adds "familial status" to the protected categories of 
          the employment provisions of the Fair Employment and Housing Act 
          (FEHA).  Specifically,  this bill  :
            
          1)Expands the scope of prohibited bases of discrimination under 
            employment provisions of FEHA to include "familial status."

          2)Provides that "familial status" includes being an individual 
            who is, who will be, or who is perceived to be, a family 
            caregiver.

          3)Specifies that "family" means a child, a parent, a spouse, a 
            domestic partner, a parent-in-law, a sibling, a grandparent or 
            a grandchild, as those terms are defined.

          4)Makes related technical and conforming changes.

           EXISTING LAW  :

          1)Provides, under FEHA and the Unruh Civil Rights Act, 
            protections against discrimination in employment, housing, 
            public accommodation and services provided by business 
            establishments on the basis of specified personal 
            characteristics such as sex (including gender), race, color, 
            national origin, religion, sexual orientation, and disability.
              
          2)Prohibits discrimination based on "familial status" under the 
            housing provisions of FEHA.  Under the Government Code (� 
            12955.2), "familial status" is defined as one or more 
            individuals under 18 years of age who reside with a parent, 
            with another person with care and legal custody of that 
            individual (including foster parents) or with a designee of 
            that parent or other person with legal custody.  Familial 
            status also includes a pregnant woman or a person who is in 
            the process of adopting or otherwise securing legal custody of 
            any individual under 18 years of age.










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           FISCAL EFFECT  :   Unknown

           COMMENTS  :  This bill proposes to include "familial status" in 
          the list of prohibited bases for employment discrimination.  
          Unlike the housing provisions of FEHA, "familial status" in this 
          case is defined more broadly to include family relations beyond 
          independent children.

          In the past, discrimination cases have been brought by employees 
          using existing federal or state statues that, while providing 
          remedies for some form of discrimination, do not directly 
          address an employee's status as a family caregiver as a 
          protected class.  Instead these employees have had to try to fit 
          their circumstances into narrow definitions in the statutes, or 
          to ask courts to apply decisional law in many jurisdictions to 
          their case, to be able to fashion some remedy.  

          For example, in 2004, a school psychologist at an elementary 
          school, who had received positive performance reviews for two 
          years and had been assured that she would receive tenure, was 
          denied tenure after having a child. Her supervisors expressed 
          concerns that it was "not possible for �her] to be a good mother 
          and have this job" and questioned whether her commitment work 
          would drop after she received tenure because she "had little 
          ones at home."  Despite the fact that there was no 
          similarly-situated male employee for her to compare herself to, 
          the Second Circuit allowed her gender discrimination case to 
          proceed, holding that stereotypes about mothers not being 
          committed to or compatible with work were "themselves, gender 
          based." Back v. Hastings on Hudson Union Free School District, 
          (2004) 365 F.3d 107.

          Perhaps the most apparent instance where "familial status" may 
          not have an adequate substitute in existing bases of 
          discrimination is evidenced in Tisinger v. City of Bakersfield, 
          (2002) WL 275525.  In this case, Derek Tisinger, a single father 
          who worked as a firefighter for approximately 13 years, was at 
          the top of the list for promotion to captain but was passed over 
          because of his family responsibilities.  Tisinger filed a 
          complaint against the City of Bakersfield for discrimination on 
          the basis of "marital status" under FEHA.  He claimed that he 
          unfairly received negative evaluation for his use of sick leave 
          and trading work shifts - done properly under employer policy - 
          to take care of his children.  The claim was eventually denied 
          because while he argued that his status as a "single parent" was 









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          the basis for discrimination, the Court held that Tisinger could 
          not provide sufficient evidence that discrimination occurred as 
          a result of "marital status."  Essentially, he was unable to 
          show that being a "single parent" in this case put him at a 
          disadvantage as opposed to being a "married parent."  In this 
          particular instance, Tisinger's promotional eligibility was more 
          closely linked to his relationship to his children - his 
          "parental status" or familial status" - rather than his "marital 
          status."

           Recent Report on "Family Responsibilities Discrimination" (FRD)
           
          According to a recent report entitled "Caregivers as a Protected 
          Class?<1>":

               "Over the past five years, the issue of employment 
               discrimination based on family caregiving responsibilities 
               has grabbed the attention of legal and human resource 
               professionals nationwide.  Family responsibilities 
               discrimination, or FRD, is discrimination against employees 
               based on their responsibilities to care for family 
               members-including pregnancy discrimination, discrimination 
               against mothers and against fathers who actively 
               participate in caring for their children, and 
               discrimination against workers who care for aging parents 
               or ill or disabled spouses or family members. FRD can occur 
               when a new mother is denied a promotion based on the 
               assumption that she will no longer be as committed to work, 
               rather than her job performance; or when a father's 
               employer refuses to allow him to take paternity leave to 
               which he is legally entitled because "his wife should do 
               it"; or when an employee is fired for not meeting work 
               goals while he is on a legally protected family and medical 
               leave to care for an ailing parent.


               Also known as caregiver discrimination, FRD has become a 
               hot topic not only among attorneys and human resources 
               professionals, but also with workers, unions, employers, 
               courts, policymakers, and the press. In 2006, the Center 
               -------------------------
          <1> Bornstein Stephanie & Robert J. Rathmell.  "Caregivers as 
          Protected Class?  The Growth of State and Local Laws Prohibiting 
          Family Responsibilities Discrimination."  The Center for 
          Worklife Law, University of California, Hastings College of the 
          Law (December 2009).








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               for WorkLife Law (WLL) released the first study of FRD 
               lawsuits, analyzing more than 600 such suits filed between 
               1971 and 2005.  The 2006 study documented a 400% increase 
               in the number of FRD cases filed between 1996 and 2005 as 
               compared to the number filed in the decade prior, between 
               1986 and 1995.  To date, WLL has now collected data on more 
               than 2000 FRD lawsuits; preliminary analysis of this much 
               larger group of cases shows the number of FRD lawsuits 
               filed continuing to increase each year between 2006 and 
               2008.
                
               Recognizing the growing scope of the problem, in 2007, the 
               U.S. Equal Employment Opportunity Commission (EEOC) issued 
               Enforcement Guidance on the topic of caregiver 
               discrimination, explaining in detail how existing federal 
               laws that prohibit sex and disability discrimination 
               protect family caregivers at work.  The Guidance raised the 
               profile of the problem of FRD considerably, in particular 
               catching the attention of employers and the attorneys who 
               represent them.  In April 2009, the EEOC followed up with a 
               second publication on the topic, which supplements the 2007 
               Guidance by providing examples of best practices for 
               employers to decrease the likelihood of EEO complaints and 
               remove barriers to equal employment for workers with 
               caregiving responsibilities. 


               The number of lawsuits alleging FRD is vast and 
               ever-growing; yet while FRD is actionable under many 
               theories in existing federal and state law, with a very few 
               exceptions, FRD is not expressly prohibited in most state 
               and in federal statutes. This means that, barring the few 
               exceptions, there are no laws that protect caregivers or 
               people with family responsibilities as a specific group or 
               class from discrimination. Instead, plaintiffs who have 
               sued their employers for FRD have successfully fit their 
               FRD-related claims into other legal theories in existing 
               state and federal law-for example as sex discrimination, 
               discrimination based on association with a person with a 
               disability, or a violation of state or federal family and 
               medical leave laws. 


               This report identifies that, while no federal law and only 
               a few state laws expressly prohibit FRD, at least 63 local 









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               laws do-by specifically including parental or familial 
               status or family responsibilities as a protected 
               classification, like sex, race, religion, and so on, in 
               city or county codes that prohibit employment 
               discrimination.  The report presents the findings of a 
               survey by the Center for WorkLife Law of nearly 3,700 local 
               government laws (city and county ordinances and codes) that 
               found 63 local governments that explicitly prohibit 
               employment discrimination based on an employee's family 
               status or responsibilities."

           Other State Laws  

          According to the same report cited above, a few states have 
          attempted to craft some level of protection for employees that 
          fall within this category:

          "While the vast majority of states have no explicit protections 
          against FRD, laws or regulations in Alaska, Connecticut, New 
          Jersey, and the District of Columbia are the exceptions to the 
          rule.


          Alaska law. Alaska's state employment anti-discrimination law 
          includes "parenthood" as a protected classification.  According 
          to the statute, the policy of the state and purpose for enacting 
          this provision was to prevent discrimination in employment 
          because of parenthood.  The statue applies to all private 
          employers with one or more employee, as well as the state and 
          its subdivisions, and provides a private right of action for 
          aggrieved employees.


          District of Columbia law. More encompassing in the caregiving 
          relationships it covers, the District of Columbia includes the 
          term "family responsibilities," as a protected classification in 
          its employment anti-discrimination law.  Under D.C. law, family 
          responsibilities means "the state of being, or the potential to 
          become, a contributor to the support of a person or persons in a 
          dependent relationship, irrespective of their number, including 
          the state of being the subject of an order of withholding or 
          similar proceedings for the purpose of paying child support or a 
          debt related to child support."  In Simpson v. DC OHR, the D.C. 
          Court of Appeals questioned the scope of this definition, noting 
          that "�t]he statute does not reveal whether the family 









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          responsibilities must rise to the level of a legal duty?or 
          whether a moral obligation to care for an ill parent is 
          sufficient."  The District of Columbia Human Rights Act provides 
          for an administrative procedure and allows a private right of 
          action for damages and other related relief.

          Connecticut prohibition. While Connecticut does not establish 
          FRD as a protected classification, its employment 
          anti-discrimination provisions prohibit employers from 
          requesting or requiring employee information related to 
          "familial responsibilities" unless the information is directly 
          related to a bona fide occupational qualification.  Unlike the 
          Alaska and D.C. statutes, this is not a general prohibition 
          against employment discrimination on the basis of familial 
          responsibilities, but rather a limitation on an employer's right 
          to collect personal information that could be used for a 
          discriminatory purpose.  The Connecticut employment 
          discrimination statute also provides a private right of action 
          to employees. 


          New Jersey regulation. Similarly, New Jersey does not include 
          FRD as a protected classification in its employment 
          anti-discrimination protections, but?the regulations 
          accompanying the state anti-discrimination laws expressly 
          prohibit state (but not private) employers from discriminating 
          against their employees based on familial status.  The 
          regulation prohibits not only discriminatory acts and harassment 
          based on familial status but also retaliation for participation 
          in the complaint process.  For enforcement, it authorizes use of 
          a wide range of remedial measures including training, therapy, 
          termination of employment, and referral to other agencies for 
          prosecution."

           ARGUMENTS IN SUPPORT  :

          Supporters argue that "family responsibilities discrimination" 
          (FRD) is discrimination against employees based on their family 
          care obligations or their status as a caregiver.  FRD may 
          include discrimination against pregnant workers, mothers and 
          fathers who actively participate in child care, and workers who 
          care for aging parents, ill or disabled spouses or other family 
          members. 

          Although caregiver discrimination is painfully common, 









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          supporters state that no California or federal statute expressly 
          prohibits discrimination based on family responsibilities.  As a 
          result, most caregiver cases are brought using a patchwork of 
          claims under federal and state antidiscrimination and leave 
          laws.  Still, this patchwork of claims leaves many workers 
          unprotected, like fathers who are discriminated against for 
          family responsibilities, and leaves employers unclear as to what 
          their obligations are in this area. 

          Supporters content that this bill would make clear that an 
          employer may not discriminate against an employee for family 
          caregiver responsibilities by adding "familial status" to the 
          list of protected categories (e.g., race, sex, religion, etc.) 
          under the employment provisions of FEHA.
           
          Finally, they argue that this would not only benefit a wide 
          range of caregivers who struggle daily to balance the demands of 
          work and family, but would also greatly impact those in need of 
          care at a time when the state is experiencing record cuts to 
          social services.

           ARGUMENTS IN OPPOSITION  :

          Opponents state that this bill significantly seeks to expand the 
          protections under FEHA, which will hamper California employers' 
          ability to conduct business and unfairly subject them to costly 
          litigation.

          Opponents state that this bill proposes to include "familial 
          status" as a protected classification under FEHA to prevent 
          discrimination on such basis.  The term "familial status" is 
          broadly defined as any individual "who is, who will be, or who 
          is perceived to be" a caregiver of a child, parent, spouse, 
          domestic partner, in-law, sibling, grandparent, or grandchild.  
          Basically, this definition covers all adult employees as any 
          person may ultimately be a caregiver or perceived to be a 
          caregiver.  Just by simply mentioning to a supervisor that you 
          live with a grandparent or would like to someday have kids could 
          trigger this classification on the basis that you "will be" or 
          are "perceived" as a caregiver.  Opponents contend that such a 
          broad application of a protected classification will hamper an 
          employers' ability to manage the workplace, as any adverse 
          employment action the employer takes against an employee could 
          be potentially challenged as discriminatory on the basis of 
          "familial status."









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          Opponents also argue that California already protects employees 
          from discrimination on the basis of sex and pregnancy.  
          Similarly, California provides employees with leave to care for 
          the serious medical condition of family members, which may be 
          compensated through California's Paid Family Leave Act.  
          Extending employment protections to individuals simply on the 
          basis that they: (1) care for a family member; (2) may someday 
          care for a family member; or (3) are perceived as caring for a 
          family member, will burden employers and subject them to costly 
          litigation.  Opponents not that there were approximately 19,500 
          discrimination claims filed in 2010 with the Department of Fair 
          Employment and Housing under FEHA, which was 1,000 complaints 
          more than in 2009.  Adding this new expansive classification to 
          FEHA will only cause such cases to dramatically increase, 
          placing California employers at a significant disadvantage.
           
          PRIOR LEGISLATION:
           
          This bill is similar, but not identical, to AB 1001 (Skinner) of 
          2009.  AB 1001 defined "familial status" as being an individual 
          who is or who will care for a family member.  AB 1001 was held 
          under submission in the Assembly Appropriations Committee.

          This bill is also similar, but not identical, to SB 836 (Kuehl) 
          of 2007.  Specifically, the final version of SB 836 defined 
          "familial status" as being an individual who is or who will be 
          "caring for or supporting" a family member.  SB 836 further 
          defined "caring for or supporting" as any of the following: 
          providing supervision or transportation; providing psychological 
          or emotional comfort and support; or addressing medical, 
          educational, nutritional, hygienic, or safety needs.

          That measure was vetoed by Governor Schwarzenneger, who stated 
          the following:

               "California has the strongest workplace laws against 
               discrimination and harassment in the country.  These laws 
               provide workers necessary protections from unfair 
               retaliation, discipline, and termination for matters 
               unrelated to job performance.

               Although I support these laws, expanding workplace 
               protections to include something as ambiguous as 'familial 
               status' is not appropriate.  This bill will not only result 









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               in endless litigation to try and define what discrimination 
               on the basis of 'familial status' means, it will also 
               unnecessarily restrict employers' ability to make personnel 
               decisions."
           
           This bill, upon passage out of Labor Committee, is 
          double-referred to Judiciary Committee.
           
          REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           
          American Association of University Women
          American Federation of State, County and Municipal Employees
          California Employment Lawyers Association (co-sponsor)
          California Labor Federation, AFL-CIO
          California Nurses Association
          California Professional Firefighters
          California School Employees Association
          Council of California Goodwill Industries
          Equal Rights Advocates (co-sponsor)
          Laborers Locals 777 & 792
          National Association of Social Workers, California Chapter

           Opposition 
           
          Associated General Contractors
          Building Owners and Managers Association of California
          California Association of Bed & Breakfast Inns
          California Association of Joint Powers Authorities
          California Bankers Association
          California Business Properties Association
          California Chamber of Commerce
          California Chapter of the American Fence Association
          California Farm Bureau Federation
          California Fence Contractors' Association
          California Grocers Association
          California Hotel & Lodging Association
          California Independent Grocers Association
          California League of Food Processors
          California Manufacturers and Technology Association
          California Retailers Association
          Civil Justice Association of California
          Engineering Contractors' Association
          Flasher Barricade Association









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          International Council of Shopping Centers
          Marin Builders Association
          NAIOP of California, the Commercial Real Estate Development 
          Association
          National Federation of Independent Business
           
          Analysis Prepared by  :    Ben Ebbink / L. & E. / (916) 319-2091