BILL ANALYSIS                                                                                                                                                                                                    �



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          Date of Hearing:   April 24, 2012

                           ASSEMBLY COMMITTEE ON JUDICIARY
                                  Mike Feuer, Chair
                AB 1999 (Brownley) - As Introduced:  February 23, 2012
           
                               As Proposed to be Amended
           
          SUBJECT  :  EMPLOYMENT DISCRIMINATION: FAMILY CAREGIVERS 

           KEY ISSUE  :  SHOULD FAMILY CAREGIVERS BE PROTECTED AGAINST JOB 
          DISCRIMINATION?

           FISCAL EFFECT  :  As currently in print this bill is keyed fiscal.

                                      SYNOPSIS
          
          This measure seeks to protect family caregivers who work outside 
          of the home.  It would prohibit family caregiving status as a 
          basis of discrimination under the Fair Employment and Housing 
          Act.  According to the author and supporters, employers often 
          provide many kinds of adjustments to employees for a wide range 
          of reasons, but treat workers with family responsibilities less 
          favorably, often because of a stereotype that they will not be 
          good workers or will have higher rates of absence.  Current law 
          provides limited rights to a leave of absence for the birth or 
          adoption of a child or for serious medical conditions of 
          parents, children or spouse.  This bill does not address leave 
          time, nor does it relieve employees from the full performance of 
          their job duties; rather it prohibits discrimination against 
          family caregivers compared to employees without family 
          responsibilities.  The bill is stridently opposed by business 
          interests who note that it will hamper the ability of employers 
          to manage their workplaces.  Prior to the proposed amendments, 
          which substantially narrow the focus of the bill, these 
          opponents argued that the bill's definition of the protected 
          class was so broad as to cover virtually every employee.  The 
          author's proposed amendments address that concern but may 
          nevertheless not eliminate the opposition to the extent it is 
          based on the possibility of any new legal responsibility for 
          discriminating against employees who provide care for family 
          members.

           SUMMARY  :  Adds "family caregiver status" to the protected 
          categories of the employment provisions of the Fair Employment 








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          and Housing Act (FEHA).  Specifically,  this bill  :
            
          1)Prohibits discrimination under employment provisions of FEHA 
            on the basis of "family caregiver status."

          2)Provides that "family caregiver status" means an individual 
            who provides medical or supervisory care to a family member.

          3)Specifies that "family member" 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  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.  (Government Code section 12920 et seq.)
              
          2)Prohibits discrimination based on "familial status" in housing 
            under the FEHA, 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.  (Government Code section 12955.2.)


          3)Provides certain protected employment leave of absence rights 
            for certain employees pursuant to the California Family Rights 
            Act (CFRA) for the birth of a child or placement of a child in 
            the employee's family for adoption or foster care; for the 
            serious health condition of the employee's child, parent or 
            spouse; or for the employee's own serious health condition.  
            Leave time under CFRA may total up to 12 workweeks in a 
            12-month period.  An employer is not required to pay an 
            employee during a CFRA leave, except when an eligible employee 
            elects, or the employer requires, the employee to use any 








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            accrued vacation time or other accumulated paid leave other 
            than accrued sick leave.  To be eligible for CFRA leave, an 
            employee must be either a full-time or part-time employee 
            working in California, have more than 12 months (52 weeks) of 
            service with the employer, have worked at least 1,250 hours in 
            the 12-month period before the date the leave begins, and work 
            at a location in which the employer has at least 50 employees 
            within 75 miles radius of the employee's work site.  
            (Government Code section 12945.2.)

           
          COMMENTS  :  The author explains the reason for the bill as 
          follows:

               The bill's purpose is to eliminate workplace discrimination 
               against persons with family responsibilities. Often 
               employers offer all kinds of accommodations to employees 
               for a wide range of reasons, but treat workers with family 
               responsibilities very rigidly. Often this is driven by the 
               stereotype that a good worker is someone who is always 
               available to his employer, and has someone else caring for 
               children, elders and ill family members.  

               Current laws do not give workers caring for elders much 
               protection at all when they are treated unfairly due to 
               family responsibilities: the only protection offered is 
               under the family and medical leave laws, which does not 
               cover 40% of the workforce, and offers no protections in 
               situations that do not involve leave - e.g., where an 
               employee caring for an elder is hyper-scrutinized due to a 
               belief that employees with family caregiving 
               responsibilities will try to "sneak off" or are more likely 
               than other workers to make up false excuses for needing 
               leave. 

               Current law also often offers little or no protection for 
               fathers: in one California case, a single father who was a 
               firefighter who was persistently denied promotions when he 
               swapped shifts to care for his sons, despite the fact that 
               other firefighters were allowed to swap shifts for a wide 
               range of reasons, including golf games. Current law also 
               often makes it difficult for mothers to obtain relief when 
               they are subject to discrimination; they have to provide 
               evidence that links the unfair treatment to gender 
               discrimination, which is sometimes difficult to prove.  








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               This bill would provide workers the additional protections 
               when they are fully able to do their jobs so long as they 
               are treated the same as others employees without family 
               responsibilities.  The bill does not provide for leave; 
               just protection from discrimination.

          According to supporters, caregiver discrimination impacts a wide 
          array of workers - both men and women with children, as well as 
          workers without children who have elder care responsibilities, 
          sick spouses or partners, disabled family members, or other 
          family care obligations.  Most low-wage and hourly workers lack 
          workplace flexibility and are more likely to have family care 
          obligations, so they are often especially vulnerable to 
          work/life conflict.  Supporters state that this bill would 
          prevent employers from unfairly using an individual's status as 
          a caregiver for a family member as a factor in employment 
          decisions.   

          Supporters argue that typical patterns of caregiver 
          discrimination include:

                        Employer treats pregnancy and family medical 
                    leave differently than non-caregiver leave;
                        Discrimination against female workers because of 
                    pregnancy, maternity leave, or caregiver status;
                        General discrimination against and animosity 
               toward male caregivers; and/or
                        Employer subjects caregivers to stricter rules 
               because of past caregiving absences.

           This Bill Proposes To Include "Family Caregiver Status" In The 
          List Of Prohibited Bases of Employment Discrimination.  Despite 
          the frequently-cited importance of the family, and the 
          diminished governmental assistance available to many families as 
          the result of budget reductions, family caregivers - typically, 
          but not exclusively women - are currently provided no legal 
          protection against adverse action at work.  Many employees must 
          provide care not only for children but for aging parents.  The 
          absence of adequate health care coverage compounds this burden.  
          The absence of protection is believed to be of greatest 
          significance for lower-paid employees who are most often 
          vulnerable because they are unable to afford private family care 
          support, usually lack representation for problems at work, are 
          more susceptible to job loss, and are less able to find 








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          replacement work.  

          This problem could be addressed in any number of ways.  If 
          governmental supports were more available, as in other 
          countries, there might be fewer demands on working family 
          members.  Such programs would cost money, however, and would 
          almost certainly face ideological opposition by those who oppose 
          tax increases or a larger role for government.  Alternatively, 
          higher wages and better jobs would allow more family caregivers 
          to stay out of the workforce.  That approach likewise faces 
          significant political obstacles.  This bill therefore asks 
          employers to bear an additional but perhaps tolerable 
          responsibility - that is, not to disfavor those with family 
          caregiving responsibilities.

           Current Law Generally Does Not Protect Workers Who Face 
          Discrimination Because of Family Caregiving  .  When such 
          caregivers suffer retaliation and discrimination at work, they 
          have sometimes brought legal action using existing federal or 
          state statues.  While these provide remedies for some forms of 
          discrimination, they do not directly address an employee's 
          status as a family caregiver as a protected class.  

          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 unlawful 
          discrimination is evidenced in Tisinger v. City of Bakersfield, 
          (2002) WL 275525.  In that 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 








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          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 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 unfair treatment of family 
          caregivers is a significant problem:

               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 
               for WorkLife Law (WLL) released the first study of FRD 
               lawsuits, analyzing more than 600 such suits filed between 








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               1971 and 2005.  The 2006 study documented a 400% increase 
               in the number of FRD cases filed between 1996 and 2++005 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 
               laws do-by specifically including parental or familial 
               status or family responsibilities as a protected 








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               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."

          (See Bornstein  and Rathmell, Caregivers as Protected Class? The 
          Growth of State and Local Laws Prohibiting Family 
          Responsibilities Discrimination, (Center for Worklife Law, 
          University of California, Hastings College of the Law) (December 
          2009).)

           Protections Similar To Those In This Bill Have Been Adopted In 
          Other States.   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."  According the report, these states have enacted the 
          following provisions:


          Alaska.  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 statute 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.  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 








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          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 
          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.  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.  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.

           This Measure Is Similar To But More Narrow Than Prior Measures 
          Passed By This Committee.   This bill is similar to but more 
          limited than AB 1001 (Skinner) of 2009 which sought to add 
          "familial status" as a protected category under the FEHA.  AB 
          1001 defined "familial status" as being an individual who is or 
          who will care for a family member.  AB 1001 passed this 
          Committee but was held under submission in the Assembly 
          Appropriations Committee.  This bill is narrower in that it is 
          limited to family caregiver status, which is defined to mean an 








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          individual who provides medical or supervisory support or 
          assistance to a family member.  
           
          Previously, this Committee passed SB 836 (Kuehl) of 2007 which 
          would have protected "familial status" in employment under the 
          FEHA, defined 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 Schwarzenegger.

           ARGUMENTS IN OPPOSITION  :  Prior to the proposed amendments, a 
          coalition of business interests lead by the California Chamber 
          of Commerce submitted the following statement in opposition to 
          the bill:

               AB 1999 has been labeled as a job killer, as it 
               significantly seeks to expand the protections under the 
               Fair Employment and Housing Act (FEHA), which will hamper 
               California employers' ability to conduct business and 
               unfairly subject them to costly litigation.

               AB 1999 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.  Such a broad application of a protected 
               classification will hamper an employer's 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."

               California already protects employees from discrimination 
               on the basis of sex and pregnancy.  Similarly, California 








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               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.  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.

           Author's Proposed Limiting and Clarifying Amendments.   To 
          address opposition concerns and to better capture the intent of 
          the measure, the author proposes the following productive 
          amendments:

          (g)  (1)   In connection with unlawful employment practices,  
          16     "familial status"   includes being   "family caregiver status" 
          means  an individual who  provides medical or supervisory care to 
          a family member.   is, who will
          17    be, or who is perceived to be, a family caregiver  . For 
          purposes of
          18    this paragraph, "family  member  " means any of the 
          following:
          19       (A)  A child as defined in Section 3302 of the 
          Unemployment
          20    Insurance Code.
          21       (B)  A parent as defined in Section 3302 of the 
          Unemployment
          22    Insurance Code.
          23       (C)  A spouse, which means the partner of a lawful 
          marriage.
          24       (D)  A domestic partner as defined in Section 297 of 
          the Family
          25    Code.
          26       (E)  A parent-in-law, which means the parent of a 
          spouse or
          27    domestic partner.
          28       (F)  A sibling as defined in paragraph (c) of Section 
          362.1 of
          29    the Welfare and Institutions Code.








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          30       (G)  A grandparent.
          31       (H)  A grandchild.
          32        (2)  In connection with unlawful housing practices, 
          "familial
          33    status" has the same meaning as defined in Section 
          12955.2.
          34       (g)

           
           REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           
          California Employment Lawyers Association (co-sponsor)
          Equal Rights Advocates (co-sponsor)
          9 to 5 National Association of Working Women
          American Association of University Women
          American Federation of State, County and Municipal Employees
          California Labor Federation, AFL-CIO
          California Nurses Association
          California Professional Firefighters
          California School Employees Association
          Council of California Goodwill Industries
          Family Caregiver Alliance
          Labor Project for Working Families
          Laborers Locals 777 & 792
          Legal Aid Society - Employment Law Center
          Long Beach Coalition for Good Jobs and a Healthy Community
          Mujeres Unidas y Activas
          National Association of Social Workers, California Chapter
          National Center for Lesbian Rights
          Women's Employment Rights Clinic of Golden Gate U. School of Law

           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








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          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
          International Council of Shopping Centers
          Marin Builders Association
          NAIOP of California, the Commercial Real Estate Development 
          Association
          National Federation of Independent Business
          Southwest California Legislative Council


           Analysis Prepared by  :    Kevin G. Baker / JUD. / (916) 319-2334