BILL ANALYSIS                                                                                                                                                                                                    �







         ----------------------------------------------------------------------- 
        |Hearing Date:June 18, 2012         |Bill No:AB                         |
        |                                   |2570                               |
         ----------------------------------------------------------------------- 


                      SENATE COMMITTEE ON BUSINESS, PROFESSIONS 
                               AND ECONOMIC DEVELOPMENT
                          Senator Curren D. Price, Jr., Chair
                                           

                          Bill No:        AB 2570Author:Hill
                     As Introduced:  February 24, 2012Fiscal: Yes

        
        SUBJECT:  Licensees: settlement agreements.
        
        SUMMARY:  Prohibits licensees of any board, bureau or program under 
        the Department of Consumer Affairs from including any "regulatory gag 
        clause" in civil settlement agreements.

        Existing law:
        
        1) Establishes the Department of Consumer Affairs (DCA), which 
           oversees more than 
        36 boards, bureaus, committees, and a commission, and other programs 
           that regulate more than 100 businesses and 240 professional 
           categories, including doctors, nurses, dentists, engineers, 
           architects, contractors, cosmetologists and automotive repair 
           facilities, and other diverse industries.  These regulatory 
           entities license, register, or certify more than 2.5 million 
           professionals and health care practitioners, investigate 
           complaints, and discipline violators.  They also establish the 
           minimum qualifications and levels of competency for licensure.

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

        3) Prohibits a physician and surgeon from including, or permitting to 
           include the following in a civil dispute settlement agreement:  (a) 
           a provision that prohibits another party to the dispute from 
           contacting or cooperating with the MBC; (b) a provision that 
           prohibits another party to the dispute from filing a complaint with 
           the MBC; and, (c) a provision that requires another party to the 





                                                                        AB 2570
                                                                         Page 2



           dispute to withdraw a complaint he or she has filed with the MBC.  
           Specifies that such provisions are void as against public policy 
           and that their violation is subject to disciplinary action by the 
           MBC.  (Business and Professions Code (BPC) � 2220.7)

        4) Creates the State Bar Act and establishes the State Bar of 
           California (State Bar) which regulates the professional conduct and 
           education of the state's attorneys, over 170,000 state bar members, 
           and provides for the investigation of complaints where formal 
           allegation of misconduct are pursued, and to discipline or 
           recommend suspension or disbarment to the California Supreme Court 
           of attorneys found to have committed acts of professional 
           misconduct or who have been convicted of serious crimes.  For 
           lesser offenses, public or private reprovals may be issued.

        5) 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 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.  (BPC � 6090.5)

        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) Specifies 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 





                                                                        AB 2570
                                                                         Page 3



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


        FISCAL EFFECT:  According to the Assembly Appropriations Committee 
        analysis dated May 16 2012, minor and absorbable enforcement costs for 
        the various DCA boards and bureaus to enforce the provisions of this 
        legislation. 


        COMMENTS:
        
        1. Purpose.  The  Author  is the Sponsor of this measure.  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." 

        2. 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 





                                                                        AB 2570
                                                                         Page 4



           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 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 





                                                                        AB 2570
                                                                         Page 5



             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 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."

          These precedent setting cases suggest 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 36 boards, bureaus, 





                                                                        AB 2570
                                                                         Page 6



          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 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.

        3. Related Legislation This Session.   AB 2149  (Butler) prohibits a 
           settlement agreement in a civil action alleging elder or dependent 
           adult abuse, as defined, from containing any provision that 
           prevents any party from reporting to, cooperating with, or 
           otherwise contacting specified persons or government agencies.  
           This bill is currently awaiting a hearing in Senate Judiciary 
           Committee.

        4. Previous Related Legislation.   SB 544  (Price of 2011) would have 
           enacted the Consumer Health Protection Enforcement Act that 
           included various provisions affecting the investigation and 
           enforcement of disciplinary actions against licensees of healing 
           arts boards. One of the provisions included prohibited 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) was similar to SB 544 and would have 
           enacted the Consumer Health Protection Enforcement Act that 
           included various provisions affecting the investigation and 
           enforcement of disciplinary actions against licensees of healing 
           arts boards.  One of the provisions included prohibited licensees 
           of DCA healing arts boards from including gag clauses in civil 
           settlement agreements.  This bill failed passage in Senate 
           Business, Professions and Economic Development Committee.

         AB 249  (Eng of 2007) prohibited 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 





                                                                        AB 2570
                                                                         Page 7



           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) prohibited 
           physicians and surgeons licensed by MBC from including a regulatory 
           gag clause in a civil settlement agreement.

         AB 446  (Negrete McLeod of 2005) prohibited all DCA licensed 
           professionals from including a regulatory gag clause in a civil 
           settlement.  This bill was vetoed with a veto message nearly 
           identical to the one issued for AB 249 (Eng of 2007).

         AB 320  (Correa of 2004) prohibited 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..."
        
        5. Arguments in Support.  The  Center for Public Interest Law  is in 
           support of this measure and states the following:  "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
                                                                         Page 8




        "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."

         
        NOTE  :  Double-referral to Senate Judiciary Committee, second.
        

        SUPPORT AND OPPOSITION:
        
         Support:  

        Board of Behavioral Sciences
        Center for Public Interest Law

         Opposition:  

        None on file as of June 13, 2012.



        Consultant:Bill Gage