BILL ANALYSIS                                                                                                                                                                                                    �



                                                                      



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          |SENATE RULES COMMITTEE            |                  AB 2149|
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                                 THIRD READING


          Bill No:  AB 2149
          Author:   Butler (D)
          Amended:  6/26/12 in Senate 
          Vote:     21

           
           SENATE JUDICIARY COMMITTEE  :  4-1, 6/19/12
          AYES:  Evans, Blakeslee, Corbett, Leno
          NOES:  Harman
           
          ASSEMBLY FLOOR  :  43-24, 5/25/12 - See last page for vote


           SUBJECT  :    Elder and dependent adult abuse:  settlement:  
          gag order

           SOURCE  :     California Advocates for Nursing Home Reform
                      California Commission on Aging 
                      California Senior Legislature 


           DIGEST  :    This bill prohibits, and makes void as against 
          public policy, the inclusion of any of the following 
          provisions in a settlement agreement of claims related to 
          the Elder Abuse and Dependent Adult Civil Protection Act 
          (EADACPA), whether made before or after the filing of an 
          EADACPA action (1) a provision prohibiting any party from 
          contacting or cooperating with the state or local 
          government agencies, as specified, (2) a provision 
          prohibiting any party from filing a complaint with, or 
          reporting any violation of law to, state or local 
          government agencies, as specified, and (3) a provision that 
          requires any party to withdraw a complaint he or she has 
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          filed with, or a violation he/she has reported to, state or 
          local government agencies, as specified.  The provisions 
          apply only to an agreement entered into on or after January 
          1, 2013.

           ANALYSIS  :    Existing law, the EADACPA, generally provides 
          civil protections and remedies for victims of elder and 
          dependent adult abuse and neglect.  (Welfare and 
          Institutions Code (WIC) Section 15600 et seq.)

          Existing law, under the Civil Discovery Act, declares that 
          it is the state's policy that confidential settlement 
          agreements are disfavored in any civil action the factual 
          foundation for which establishes a cause of action for a 
          violation of EADACPA.  (Code of Civil Procedure (CCP) 
          Section 2017.310(a))

          Existing law limits recognition or enforcement of a 
          confidential settlement agreement of EADACPA claims unless 
          a party proves (1) the information is privileged under 
          existing law, (2) the information is not evidence of abuse 
          of an elder or dependent adult, or (3) the party seeking to 
          uphold the confidentiality of the information has 
          demonstrated that there is a substantial probability that 
          prejudice will result from the disclosure and that the 
          party's interest in the information cannot be adequately 
          protected through redaction.  (CCP Section 2017.310(b))

          This bill provides that an agreement entered into on or 
          after January 1, 2013, to settle a civil action for 
          physical abuse, neglect, or financial abuse of an elder or 
          dependent adult shall not include any of the following 
          provisions, whether the agreement is made before or after 
          filing the action:

          1. A provision that prohibits any party to the dispute from 
             contacting or cooperating with the county adult 
             protective services agency, the local law enforcement 
             agency, the long-term care ombudsman, the  Department of 
             Aging, the Department of Justice, the Licensing and 
             Certification Division of the Department of Public 
             Health, the Department of Developmental Services, the 
             Department of Mental Health, a licensing or regulatory 
             agency that has jurisdiction over the license or 

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             certification of the defendant, any other governmental 
             entity, a protection and advocacy agency, or the 
             defendant's current employer (collectively, Listed 
             Entities) if the defendant's job responsibilities 
             include contact with elders, dependent adults, or 
             children, provided that the party contacting or 
             cooperating with one of these entities had a good faith 
             belief that the information he/she provided is relevant 
             to the concerns, duties, or obligations of that entity;

          2. A provision that prohibits any party to the dispute from 
             filing a complaint with, or reporting any violation of 
             law to, the Listed Entities; or 

          3. A provision that requires any party to the dispute to 
             withdraw a complaint he/she has filed with, or a 
             violation he or she has reported to, the Listed 
             Entities.

          This bill provides that any of these provisions is void as 
          against public policy.

           Background  

          The California Legislature, in recognition of the need of 
          special protection for California's vulnerable elder and 
          dependent adult population, has enacted significant 
          criminal and civil protections for elders and dependent 
          adults.  In 1983, the Legislature determined that crimes 
          against dependent adults deserved special consideration and 
          established enhanced criminal penalties against individuals 
          who perpetrate crimes, including great bodily harm, 
          infliction of pain, endangerment, and false imprisonment, 
          against dependent adults.  In 1986, the Legislature 
          extended these protections to elders.  

          In 1992, the Legislature enacted SB 679 (Mello, Chapter 
          774, Statutes of 1991) which established the EADACPA.  
          EADACPA provides enhanced civil remedies to ensure adequate 
          representation of and protection for victims of elder or 
          dependent adult physical and financial abuse and neglect.  
          Although EADACPA allows civil suits to be brought against 
          elder and dependent adult abusers, many of these suits are 
          settled prior to litigation or even before the filing of an 

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          action.  Oftentimes, the settlement agreements of these 
          actions include provisions, sometimes referred to as 
          "secrecy clauses" or "gag clauses," that prohibit the 
          parties from disclosing any information about the claims to 
          outside sources.  Through the use of gag clauses, 
          wrongdoers can hide misconduct from the public, potentially 
          jeopardizing public welfare and safety.

          Several attempts have been made to enact legislation to 
          prohibit the use of confidential settlement agreements that 
          restrict a party from divulging information related to the 
          claims being settled.  SB 11 (Escutia, 2001) and AB 36 
          (Steinberg, 2001) would have prohibited the use of gag 
          clauses in elder and dependent adult abuse actions, as well 
          as in cases involving personal injury/wrongful or 
          environmental hazards.  SB 11 died on the Assembly Third 
          Reading File, while AB 36 was held in the Senate Rules 
          Committee where it died without a hearing.

          AB 634 (Steinberg, Chapter 242, Statutes of 2003) 
          established a test for the court to determine whether good 
          cause exists to enforce a confidential settlement agreement 
          or a stipulated protective order that hides information 
          that is evidence of abuse of an elder or dependent adult in 
          violation of the EADACPA.  Like AB 36 and SB 11, AB 634 
          limited the enforcement of a confidential settlement 
          agreement or stipulated protective order if that 
          confidentiality will hide specified information from public 
          disclosure, but AB 634 only applied to EADACPA cases.   

          AB 1700 (Pavley, 2005) also would have prohibited 
          settlement agreements of claims based upon a public danger, 
          including claims that that an action caused significant or 
          substantial bodily injury to a child, elder, or dependent 
          adult.  AB 1700 died on the Inactive File on the Assembly 
          Floor.

          This bill, sponsored by California Advocates for Nursing 
          Home Reform, prohibits provisions in settlement agreements 
          of EADACPA claims that limit the ability of any party to 
          report to or participate in investigations by law 
          enforcement or state and local government agencies 
          regarding neglect or physical or financial abuse of an 
          elder or dependent adult.

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           Related Legislation  

          SB 558 (Simitian, 2011) changes the evidentiary standard of 
          proof for elder and dependent abuse or neglect cases from 
          clear and convincing to preponderance of the evidence and 
          would clarify that punitive damages may not be imposed 
          against an employer unless the requirements for other civil 
          case exemplary damages against employers are satisfied.  SB 
          558 is currently in the Assembly Appropriations Committee 
          under submission.
           
          Prior Legislation
           
          AB 1700 (Pavley, 2005) - see Background.
          AB 634 (Steinberg, Chapter 242, Statutes of 2003) - see 
          Background.
          AB 36 (Steinberg, 2001) - see Background.
          SB 11 (Escutia, 2001) - see Background.
          SB 679 (Mello, Chapter 774, Statutes of 1991) - see 
          Background.

           FISCAL EFFECT  :    Appropriation:  No   Fiscal Com.:  No   
          Local:  No

           SUPPORT  :   (Verified  6/26/12)

          California Advocates for Nursing Home Reform (co-source)
          California Commission on Aging (co-source)
          California Senior Legislature (co-source)
          American Federation of State, County and Municipal 
          Employees
          Arc California
          Association of Regional Center Agencies
          California State Association of Counties
          California State Sheriffs' Association
          Consumer Attorneys of California
          Consumer Federation of California
          County Welfare Directors Association of California
          Long Term Care Ombudsman & Health Insurance Counseling & 
            Advocacy Services of Northern California
          Los Angeles County District Attorney's Office
          National Association of Social Workers - California Chapter
          State Independent Living Council

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          State Long-Term Care Ombudsman
          United Cerebral Palsy California Collaboration

           OPPOSITION  :    (Verified  6/26/12)

          Aging Services of California
          California Chamber of Commerce
          Civil Justice Association of California  

           ARGUMENTS IN SUPPORT  :    The author writes, "Current law 
          allows a gag clause to be placed when settling in a civil 
          lawsuit of elder or dependent adult abuse.  This bill would 
          ban those gag clauses from being placed in a settlement and 
          stopping this continued cycle of abuse from happening."
          
          The bill's sponsor, California Advocates for Nursing Home 
          Reform (CANHR), writes:  "California's Elder Abuse and 
          Dependent Adult Civil Protection Act �(EADACPA)], enacted 
          in 1991, gives abused seniors, dependent adults and their 
          survivors the right to sue for civil damages when abuse 
          happens - whether physical or financial abuse.  Victims 
          seeking recourse under California's Elder Abuse law through 
          litigation are sometimes asked to sign settlement 
          agreements - agreements that prohibit the victim or the 
          victim's family from contacting or cooperating with 
          entities such as Adult Protective Services, local law 
          enforcement or other governmental agencies.  Thus many 
          abusers never face further investigation or prosecution.  
          By providing that such provisions are void against public 
          policy, AB 2149 enhances the ability of government agencies 
          to deter elder abuse in California."

           ARGUMENTS IN OPPOSITION :    The California Chamber of 
          Commerce argues that this bill expands the settlement 
          agreement restrictions agreed upon in AB 634 (Steinberg, 
          Chapter 242, Statutes of 2003) and "allow�s] information 
          unrelated to abuse and not likely to be probative of 
          systemic abuse, including technical violations of the law." 
            
           
          The Civil Justice Association of California argues that 
          this bill undermines an individual's ability to negotiate 
          for him/herself and settle disputes outside of the court, 
          will lead to more litigation, and overburden court 

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          resources.  In response, the author argues that this bill 
          does not preclude EADACPA settlement agreements or make 
          reporting EADACPA claims information to law enforcement 
          mandatory.  But victims should not be required to keep 
          silent through gag clauses, especially if there may be more 
          victims who are unable to give voice to their own 
          situations.  As argued by the Long Term Care Ombudsman & 
          Health Insurance Counseling & Advocacy Program Services of 
          Northern California, a supporter of this bill, "�a] 
          resident affected or other residents living in the same 
          facility may in no way reap from the settlement.  The 
          settlement may not resolve the systemic problem.  Advocacy 
          services, such as the long-term care ombudsman and/or 
          regulatory intervention, �are] side-stepped due to a gag 
          clause."


           ASSEMBLY FLOOR  :  43-24, 5/25/12
          AYES:  Alejo, Allen, Ammiano, Beall, Block, Blumenfield, 
            Bonilla, Bradford, Brownley, Butler, Charles Calderon, 
            Campos, Carter, Chesbro, Davis, Dickinson, Eng, Feuer, 
            Fong, Furutani, Galgiani, Gatto, Gordon, Hayashi, Roger 
            Hern�ndez, Hill, Hueso, Huffman, Lara, Bonnie Lowenthal, 
            Mendoza, Mitchell, Monning, Pan, V. Manuel P�rez, 
            Portantino, Skinner, Solorio, Swanson, Torres, 
            Wieckowski, Williams, Yamada
          NOES:  Achadjian, Conway, Cook, Donnelly, Beth Gaines, 
            Garrick, Gorell, Hagman, Halderman, Harkey, Huber, 
            Jeffries, Jones, Logue, Mansoor, Miller, Morrell, 
            Nestande, Nielsen, Norby, Olsen, Smyth, Valadao, Wagner
          NO VOTE RECORDED:  Atkins, Bill Berryhill, Buchanan, 
            Cedillo, Fletcher, Fuentes, Grove, Hall, Knight, Ma, 
            Perea, Silva, John A. P�rez


          RJG:m  6/25/12   Senate Floor Analyses 

                         SUPPORT/OPPOSITION:  SEE ABOVE

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