BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  AB 2570
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          Date of Hearing:   April 24, 2012

              ASSEMBLY COMMITTEE ON BUSINESS, PROFESSIONS AND CONSUMER 
                                     PROTECTION
                                 Mary Hayashi, Chair
                  AB 2570 (Hill) - As Introduced:  February 24, 2012
           
          SUBJECT  :   Licensees: settlement agreements.

           SUMMARY  :   Prohibits licensees of any board, bureau or program 
          under the Department of Consumer Affairs (DCA) from including 
          any "regulatory gag clause" in civil settlement agreements.  
          Specifically,  this bill  :  

          1)Provides that no licensee who is regulated by a board, bureau, 
            or program within DCA, nor an entity or person acting as an 
            authorized agent of a licensee, shall include or permit to be 
            included a provision in an agreement to settle a civil 
            dispute, whether the agreement is made before or after the 
            commencement of a civil action, that prohibits the other party 
            in that dispute from contacting, filing a complaint with, or 
            cooperating with the DCA, board, bureau, or program or that 
            requires the other party to withdraw a complaint from the DCA, 
            board, bureau, or program.  

          2)Provides that a provision of the nature as described above is 
            void as against public policy, and any licensee who includes 
            or permits to be included a provision of that nature in a 
            settlement agreement is subject to disciplinary action by the 
            board, bureau, or program.

          3)Provides that any board, bureau, or program within the DCA 
            that takes disciplinary action against a licensee or licensees 
            based on a complaint or report that has also been the subject 
            of a civil action and that has been settled for monetary 
            damages providing for full and final satisfaction of the 
            parties may not require its licensee or licensees to pay any 
            additional sums to the benefit of any plaintiff in the civil 
            action.

          4)Specifies that the term "board" means the board in which the 
            administration of the above provisions are vested, and unless 
            otherwise expressly provided, shall include bureau, 
            commission, committee, department, division, examining 
            committee, program, and agency, and specifies that "license" 








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            means license, certificate, registration, or other means to 
            engage in a business or profession.

           EXISTING LAW  

          1)Establishes DCA, which oversees more than 40 boards, bureaus, 
            committees, commissions and other programs that regulate more 
            than 100 businesses and 200 professional categories, including 
            doctors, nurses, dentists, engineers, architects, contractors, 
            cosmetologists and automotive repair facilities, and other 
            diverse industries.  These regulatory entities establish 
            minimum qualifications and levels of competency for licensure. 
             They also license, register, or certify practitioners, 
            investigate complaints, and discipline violators.

          2)Establishes the Office of the Attorney General (AG) for the 
            prosecution of cases against licensees of DCA's regulatory 
            boards and bureaus.

          3)Establishes the Office of Administrative Hearings, charged 
            with hearing administrative law cases pursuant to the 
            Administrative Procedures Act, brought by the AG's Office on 
            behalf of DCA's regulatory boards and bureaus.

          4)Establishes the Medical Board of California (MBC) within DCA 
            to regulate and license physicians and surgeons and certain 
            allied health care professionals, as specified. 

          5)Prohibits a physician and surgeon from including, or 
            permitting to include the following in a civil dispute 
            settlement agreement: a provision that prohibits another party 
            to the dispute from contacting or cooperating with the MBC; a 
            provision that prohibits another party to the dispute from 
            filing a complaint with the MBC; and, a provision that 
            requires another party to the dispute to withdraw a complaint 
            he or she has filed with the MBC.  States that such provisions 
            are void as against public policy and that their violation is 
            subject to disciplinary action by the MBC.

          6)Provides that it is a cause for suspension, disbarment, or 
            other discipline for an attorney to agree or seek agreement 
            that the professional misconduct or the terms of a settlement 
            of a claim for professional misconduct is not to be reported 
            to the State Bar, or to agree or seek agreement that the 
            plaintiff shall withdraw a disciplinary complaint or not 








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            cooperate with an investigation or prosecution conducted by 
            the State Bar.  These provisions apply to an attorney who is a 
            party or who is acting as an attorney for a party.

           FISCAL EFFECT  :   Unknown

           COMMENTS  :   

           Purpose of this bill  .  According to the author, "Regulatory gag 
          clauses inhibit the ability of regulatory agencies to 
          comprehensively and conscientiously perform their oversight 
          function.  The regulatory boards of the DCA cannot adequately 
          'protect consumers from unscrupulous and unqualified 
          individuals' (quote from the DCA website) if they are unable to 
          communicate with individuals filing complaints or who have been 
          victimized.  Furthermore, pressuring aggrieved consumers and 
          injured parties into agreeing to such clauses enables 
          potentially dangerous licensees to continue operating.  

          "Settlement agreements are an important and valuable mechanism 
          for parties to willingly resolve differences.  However, the 
          inclusion of gag clauses into settlement agreements allows a 
          perilous veil of secrecy to envelop licensees.  Denying 
          regulators the ability to exercise their disciplinary discretion 
          not only allows the conduct to continue, but potentially 
          endangers future consumers." 

           Background  .  A regulatory gag clause requires a plaintiff to 
          agree, as a condition of a malpractice or misconduct settlement 
          with the licensee, to the inclusion of a provision prohibiting 
          the plaintiff from contacting or cooperating with the 
          defendant's regulator (or requiring the plaintiff to withdraw a 
          pending complaint before that regulator).

          Statutory precedents exist for banning gag clauses.  Existing 
          law bans the use of regulatory gag clauses by attorneys.  
          Lawyers licensed by the State Bar may be disciplined if they 
          attempt to stop the reporting of misconduct or a related 
          settlement, force withdrawal of a complaint, force withdrawal of 
          cooperation with the State Bar, or seal the record of a civil 
          action to preclude regulatory review.  

          Existing law also prohibits a physician or surgeon from 
          including, or permitting to be included, a provision within a 
          civil settlement that prohibits another party to the dispute 








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          from contacting, cooperating, filing a complaint, or requiring 
          the withdrawal of a complaint, with MBC.

          Legal precedents also exist for banning gag clauses.  At least 
          three court cases demonstrate a compelling public interest in 
          voiding regulatory gag clauses so that the regulator can best 
          protect the public from harm.  The most important of these is 
          the Cariveau v. Halferty decision from August of 2000.  In it, 
          the Appeals Court held that a securities broker cannot prohibit 
          customers from reporting misconduct to regulatory authorities by 
          including a "confidentiality clause" prohibiting the plaintiff 
          from contacting the defendant's regulator in a civil settlement 
          agreement.  The Court wrote:

               "The only interest appellant identifies in support of the 
               contract term is the general public policy in favor of 
               promoting the settlement of disputes.  Refusing to enforce 
               the confidentiality clause does not affect the settlement 
               of the dispute, but merely declines assistance to �the 
               agent's] concealment of her wrongdoing.  The inclusion of a 
               restrictive confidentiality clause in the Forbearance 
               Agreement is not only directly connected to �the agent's] 
               misconduct, but is an instance of misconduct in itself.  To 
               countenance this agreement would encourage future violators 
               to hide their misdeeds in a secret agreement free from the 
               light of regulatory scrutiny." 

          The second case is a 1998 Superior Court case:  Medical Board of 
          California v. Dr. Udani.  In this case, a physician who had 
          entered into a confidential malpractice settlement with a 
          patient tried to forbid MBC from accessing information on the 
          case.  The court voided the confidentiality agreement, writing: 

               "First, it runs counter to the public policy of openness of 
               judicial proceedings.  Second, and perhaps more important, 
               the Medical Board has a high responsibility to protect the 
               public against errant physicians, to keep the public 
               informed when there are problems with physicians, and to 
               investigate and discipline physicians when appropriate.  
               This secret settlement runs counter to this overriding 
               public policy."

          The third case is known as the Mary R. decision (Mary R. v. B&R 
          Corporation) from November 1983.  In it, the Appeals Court 
          struck down a gag clause and sealed court records in a case 








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          where a physician had molested a minor.  The Court wrote: 

               "The stipulated order of confidentiality is contrary to 
               public policy, contrary to the ideal that full and 
               impartial justice shall be secured in every matter and 
               designed to secrete the evidence in the case from the very 
               public agency charged with the responsibility of policing 
               the medical profession.  We believe it clearly improper to 
               subvert public policy by shielding the doctor from 
               governmental investigation designed to protect the public 
               from misconduct within the medical profession similar to an 
               agreement to conceal judicial proceedings and to obstruct 
               justice."

          This case law precedence suggests that regulatory gag clauses 
          are already illegal even though not explicitly prohibited by 
          statute.  However, it appears gag clauses can be voided only 
          through legal action, costing investigators additional time and 
          expense even if a victim agrees to cooperate.  Furthermore, that 
          action could be taken only if the regulator finds out about the 
          case through a third party.

          This bill extends prohibitions against regulatory gag clauses to 
          all DCA licensees.  This bill also authorizes the appropriate 
          board or bureau to discipline a licensee who was a party to such 
          an agreement.  The form and degree of discipline would be 
          determined by the individual regulatory agency. 

          This bill also provides that a professional licensee who is 
          subject to a disciplinary action by their regulatory entity 
          based on a complaint or report that has also been the subject of 
          a civil action, which has been settled for monetary damages 
          providing for full and final satisfaction of the parties, will 
          not be required by their regulatory entity to pay any additional 
          sums to the benefit of any plaintiff in the civil action.

          This bill applies to all of the licensed professions and 
          vocations under the DCA, which contains more than 40 boards, 
          bureaus, commissions and divisions, most of which oversee 
          licensed professions such  as physicians, accountants, 
          contractors, professional engineers, nurses, and counselors.  

          A regulatory gag clause is not to be confused with secret 
          settlements, which are agreements that make certain types of 
          information in a settlement agreement confidential and preclude 








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          that information from being introduced as evidence in a court 
          action.  Prohibiting regulatory gag clauses does not prohibit, 
          or affect, the ability of parties to a civil action to agree to 
          a secret settlement, regardless of whether or not either party 
          is required to hold a professional license issued by DCA.  
          Prohibiting regulatory gag clauses merely prohibits  
          professionals licensed by DCA from hiding activities related to 
          their license from DCA.  They will still enjoy whatever benefits 
          and privileges are available to them through the use of secret 
          settlements

           Support  .  The Center for Public Interest Law writes, "Regulatory 
          agencies cannot protect the public from licensees who are repeat 
          offenders if the agencies are deprived of information about the 
          misconduct of those licensees.  However, agencies are routinely 
          deprived of that information through the use of so-called 
          "regulatory gag clauses" in civil settlement 
          agreements?Regulatory gag clauses cause many serious problems - 
          both for the agency that is being deprived of information about 
          its own licensees?and for the unsuspecting consumer who 
          continues to be exposed to unscrupulous and/or incompetent state 
          licensees because their regulators cannot take appropriate 
          disciplinary action against them - the very antithesis of the 
          purpose of regulatory agencies.

          "AB 2570 replicates a 26-year-old statutory precedent applicable 
          to attorneys and a six-year-old statutory precedent applicable 
          to physicians.  It also codifies strong judicial precedents 
          already applicable to teachers, physicians, and investment 
          advisors.  Regrettably, these existing precedents have done 
          nothing to deter other regulated professionals from demanding 
          agreement to gag clauses - thus requiring piecemeal and 
          duplicative litigation to invalidate them.  The ability of 
          regulated professionals to insist upon clauses secreting 
          information about their own misconduct from their own regulators 
          actually promotes an irresponsible business model and encourages 
          serial wrongdoing by repeat offenders who can: (1) cheat or 
          injure consumers, (2) settle with the few who are willing and 
          able to sue, (3) silence them through a gag clause, and (4) 
          repeat the misconduct again and again and again - with the 
          regulator never the wiser."

           Opposition .  The California Board of Accountancy (CBA) states, 
          "The CBA is opposed to the limitation on its disciplinary 
          discretion.  The CBA considers all available information when 








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          imposing discipline on a licensee including any civil suit 
          settlement.  In addition, the CBA opposes the gag clause as it 
          may deter settlements that would benefit consumers and cost them 
          money in litigation expenses."

           Related legislation  .  AB 2149 (Butler) prohibits gag clauses in 
          civil settlement agreements involving elder or dependent adult 
          abuse that prevent contact with a county adult protective 
          services agency, the local law enforcement agency, the long-term 
          care ombudsman, the California Department of Aging, the 
          Department of Justice, or the Licensing and Certification 
          Division of the State Department of Public Health.  This bill 
          was held in Assembly Judiciary Committee.

           Previous legislation  .

          SB 544 (Price) of 2011 prohibits, among other provisions, 
          licensees of DCA healing arts boards from including gag clauses 
          in civil settlement agreements.  This bill was held in Senate 
          Business, Professions and Economic Development Committee.

          SB 1111 (Negrete McLeod) of 2010 prohibits, among other 
          provisions, licensees of DCA healing arts boards from including 
          gag clauses in civil settlement agreements.  This bill was held 
          in Senate Business, Professions and Economic Development 
          Committee.  

          AB 249 (Eng) of 2007 prohibits licensees of DCA healing arts 
          boards from including gag clauses in civil settlement 
          agreements.  This bill was vetoed with the following message (in 
          part): "I have previously vetoed similar legislation because of 
          the negative effect it would have had on the California economy. 
           This bill erodes the ability to do business in California by 
          creating more uncertainty regarding litigation?When parties who 
          are in dispute agree to settle, there should be some assurances 
          that the dispute has been resolved in a satisfactory and final 
          manner for both parties."

          AB 2260 (Negrete McLeod), Chapter 565, Statutes of 2006, 
          prohibits physicians and surgeons licensed by MBC from including 
          a regulatory gag clause in a civil settlement agreement.

          AB 446 (Negrete McLeod) of 2005 prohibits all DCA licensed 
          professionals from including a regulatory gag clause in a civil 
          settlement.  This bill was vetoed with a veto message nearly 








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          identical to the one issued for AB 249 (Eng) of 2007.

          AB 320 (Correa) of 2004 prohibits all DCA licensed professionals 
          from including a regulatory gag clause in a civil settlement.  
          This bill was vetoed with the following message (in part): "When 
          parties who are in dispute agree to settle, there should be some 
          assurances that the dispute has been resolved in a satisfactory 
          and final manner for both parties.  Often settlements are 
          reached when the cost of settlement is less than the cost of 
          defense even if a party believes they have not erred, it often 
          makes economic sense to settle.  Under this bill a party who 
          agrees to a civil settlement, could still file a complaint with 
          a regulatory agency subjecting the licensee to double jeopardy.  
          Even after the resolution of a civil suit, this bill could still 
          require a licensee to a second adjudication before a regulatory 
          body.  The policy implications of this bill does (sic) not 
          further the goal of making California more business friendly..."

           REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           
          Center for Public Interest Law

           Opposition 
           
          California Chamber of Commerce
          Civil Justice Association of California
          American Council of Engineering Companies, California
          California Board of Accountancy
           
          Analysis Prepared by  :    Angela Mapp / B.,P. & C.P. / (916) 
          319-3301