BILL ANALYSIS                                                                                                                                                                                                    �






                 Senate Committee on Labor and Industrial Relations
                                 Ted W. Lieu, Chair

          Date of Hearing: May 11, 2011                20011-2012 Regular 
          Session                              
          Consultant: Gideon L. Baum                   Fiscal: No
                                                       Urgency: Yes
          
                                   Bill No: SB 389
                                   Author: Dutton
                           Version: As Amended May 4, 2011


                                       SUBJECT
          
                              Employment: meal periods.


                                      KEY ISSUE

          Should the Legislature narrow protections for employees who are 
          not provided a meal period and exclude impacted parties from 
          pursuing unfair competition claims?
          

                                       PURPOSE
          
          To exclude Unfair Competition Laws and other wage penalties from 
          meal period enforcement actions.


                                      ANALYSIS
          
           Existing law  requires, with certain exemptions, that all 
          employees receive a meal break of 30 minutes before the start of 
          the 5th hour of work, unless the work period is no more than six 
          hours and both the employer and the employee choose to waive the 
          meal period by mutual consent.  (Labor Code �512)

           Existing law  requires that if the work period is more than ten 
          hours, a second meal period of 30 minutes must also be granted 
          to an employee.  This second meal period can be waived by the 
          mutual consent of the employer and employee, but only if the 
          work period is no more than 12 hours, and the first meal period 
          was not waived.  (Labor Code �512)










           Existing law  states that if an employer fails to provide a meal 
          period as required by an Industrial Welfare Commission (IWC) 
          wage order, the employer must give the employee one hour of 
          premium wages at the employee's regular rate of compensation for 
          each workday that a meal period was not provided.  If unpaid, 
          existing law requires that this wage accrues for 30 days and the 
          statute of limitations on its collection runs for 3 years.  
          (Labor Code �226.7, Murphy v. Kenneth Cole (2007), and Code of 
          Civil Procedure �338)

           Existing law provides that, where Labor Code provides a civil 
          penalty which may be accessed and recovered by the Labor and 
          Workforce Development Agency or any of its constituent parts, a 
          civil action may instead be brought by an aggrieved employee or 
          his or her behalf and other current or former employees to 
          collect those civil penalties.  This law is cited as the Private 
          Attorneys General Act (PAGA) and includes meal periods.  (Labor 
          Code �2699)

           Existing law  provides that, when an individual engages in unfair 
          competitive practices, which includes any unlawful, unfair or 
          fraudulent business act or practice, that individual may be may 
          be enjoined in any court of competent jurisdiction.  (Business 
          and Professions Code ��17200-17203)

           Existing law  provides that unfair competition actions can be 
          brought several parties, including the Attorney General, a 
          district attorney, or a board, officer, person, corporation, or 
          association, or by a person who has suffered injury in fact and 
          has lost money or property as a result of the unfair 
          competition.  (Business and Professions Code �17204)

           This bill  would repeal the existing meal period premium wage 
          penalty provision (Labor Code �226.7) and replace and recast the 
          provision as follows:

             I.   States than an employer must not require an employee to 
               work during a meal or rest period as required by statute or 
               an applicable order of the Industrial Welfare Commission 
               (IWC);

             II.  Provides that if an employer fails to provide an 
          Hearing Date:  May 11, 2011                              SB 389  
          Consultant: Gideon L. Baum                               Page 2

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               employee with a meal or rest period, the employer must pay 
               the employee one additional hour of pay at the employee's 
               regular rate of compensation for each workday that a meal 
               or rest period was not provided; and 

             III. Provides that the payment of one additional hour of pay 
               shall constitute compliance with the requirement to provide 
               a meal or rest period and must be the exclusive remedy for 
               the failure to provide a meal or rest period.

           This bill  would also  exclude  meal period violations from being 
           included as a misdemeanor  .  

           This bill  would include the provisions listed above as a being 
          eligible for a PAGA action.

           This bill  would contains an urgency clause, declaring that in 
          order to address California's current unemployment situation, 
          reduce employment-related lawsuits, and allow businesses to 
          return more people to work, this act must take effect 
          immediately.

                                      COMMENTS

          
          1.  Legislative Background - Murphy v. Kenneth Cole and the 
            Premium Wage Penalty:  

            In 1999, AB 60 (Knox) became law, which included the 
            codification of the Industrial Welfare Commission (IWC) Wage 
            Order requirement that all employers provide a meal period for 
            their employees.  Prior to AB 60, meal periods had been 
            required by the regulatory IWC Wage Orders, but, with the 
            exception of a few industries, were not statutorily required. 
            The following year, AB 2509 (Steinberg) created the monetary 
            punishment for employers who do not provide a meal period for 
            their employees.  

            In 2002, the Department of Labor Standards Enforcement (DLSE) 
            enforcement manual interpreted the requirement of the employer 
            to provide a meal period as a responsibility that falls 
            directly on the employer to ensure that the employee takes a 
          Hearing Date:  May 11, 2011                              SB 389 
          Consultant: Gideon L. Baum                               Page 3

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            meal period, much as it is the employer's responsibility to 
            ensure that his or her employee is paid the minimum wage.  At 
            the same time, the DLSE viewed the additional hour of pay 
            required for failing to provide a meal period as wages, rather 
            than a penalty, allowing the statute of limitations to run for 
            three years instead of one.  

            However, in 2004 the Division of Labor Standards Enforcement 
            (DLSE) sought to promulgate regulations that, among other 
            things, changed the monetary punishment for failing to provide 
            a meal period to a penalty, rather than a premium wage, which 
            would have changed the statute of limitations to one year, 
            rather than three for an uncollected wage, but the regulations 
            were not put into action.  These regulations were withdrawn in 
            2005, and the DLSE decided to not move forward with further 
            meal period regulations in 2006.

            However, in 2005 the Labor Commissioner issued a Precedent 
            Decision, Hartwig v. Orchard Commercial, Inc., which again set 
            the monetary penalty to a penalty.  The issue was litigated 
            before the California Supreme Court in Murphy v. Kenneth Cole 
            Productions, Inc., and in a 2007 decision, the California 
            Supreme Court found that the monetary punishment was a premium 
            wage, and therefore overturned the Labor Commissioner's 
            Precedent Decision, setting the statute of limitations to 
            three years. 

          2.  Brinker, Providing Meal Periods, and Ongoing Litigation:  
           
             On July 22, 2008, the California Court of Appeal in Brinker 
            Restaurant Corporation v. Superior Court of San Diego County 
            (Hohnbaum) (2008) interpreted existing law and the IWC Wage 
            Order meal period provisions as a requirement for employers to 
            provide meal periods by making them available, but need not 
            ensure that they are taken. Employers, however, cannot impede, 
            discourage or dissuade employees from taking meal periods.  

            On October 22, 2008, the California Supreme Court granted 
            review of the California Court of Appeal decision in Brinker 
            Restaurant Corp. v. Superior Court of San Diego County 
            (Hohnbaum). The Supreme Court's grant of review supersedes the 
            Court of Appeal's decision.  The Supreme Court is expected to 
          Hearing Date:  May 11, 2011                              SB 389  
          Consultant: Gideon L. Baum                               Page 4

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            confirm, among other things, whether the meal period laws and 
            regulations impose upon employers a responsibility to ensure 
            that employees actually take the meal period or rather, that 
            the employer's obligations is simply to make that meal period 
            available to the employee and afford the employee the 
            opportunity to take the meal period.

            While SB 389 does not directly address the issues raised in 
            the Brinker decision, it is impacted by the case.  If the 
            Supreme Court were to uphold the Court of Appeal's 
            interpretation of meal period law, it is probable that the 
            issues the Proponents raise surrounding compliance would 
            dissipate significantly, as making a meal period "available" 
            is a far lower level of obligation and responsibility than the 
            provision of the minimum wage.  

          3.  The Four Questions of SB 389:  

            SB 389 is a significant departure from previous meal period 
            legislation that the Committee has historically heard.  This 
            departure and the issues raised will be described below as the 
            Four Questions of SB 389: 

             1)   Why is SB 389 Different From Prior Meal Period 
               Legislation?

               SB 389 is different from prior meal period legislation is 
               two key ways: one, it does not directly address the issues 
               of "providing" a meal period.  Second, by continuing to 
               reference the additional hour as "pay", one of the core 
               issues decided in Kenneth Cole stands: the notion that the 
               additional hour of pay for failing to provide a meal period 
               is a wage.

             2)   All other wage penalties involve multiple penalties.  
               Why does SB 389 limit the scope of penalties for meal 
               period violations?

               SB 389 treats the premium wage for meal period violations 
               far differently than traditional wages.  For example, in 
               the case of an overtime violation, there are several issues 
               at stake: the non-payment of the overtime wages, as well as 
          Hearing Date:  May 11, 2011                              SB 389  
          Consultant: Gideon L. Baum                               Page 5

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               civil penalties (Labor Code �558), penalties for failing to 
               pay wages on time (Labor Code �210), penalties for 
               providing a false pay record (Labor Code �226.3), as well 
               as penalties for failing to provide overtime wages in a 
               timely manner in the event of a voluntary or involuntary 
               termination (Labor Code �203).

               Under SB 389, however, only the additional hour of wages 
               may be accessed for meal period violations.  SB 389 treats 
               the premium wags as such despite the fact that the 
               violations discussed above almost certainly occurred as 
               well.  However, by referencing the additional hour of 
               premium wages as the exclusive remedy, SB 389 disallows the 
               consideration of those other penalties.

               The proponents of this bill believe that the existing 
               statutes instructing compliance are not clear.  They state 
               that there have been recent settlements where an additional 
               hour of wages was paid as per Labor Code �226.7, but still 
               were sued.  Unfortunately, the proponents were unable to 
               document these settlements, which make a discussion on the 
               alleged shortcoming of statute difficult to explore. 

             3)   All other wage violations are treated as misdemeanors.  
               Why does SB 389 exclude meal period violations from being 
               considered misdemeanors?

               Currently, if an employer is found to be in violation of 
               the Labor Code's provisions on the failure to pay wages in 
               a timely manner, that employer is guilty of a misdemeanor 
               (Labor Code �� 215 and 553).  That includes the provision 
               of a meal period.  SB 389, however, excludes the failure to 
               provide a meal period from being considered a misdemeanor.

               The impact of this change is two-fold.  First, it removes 
               the failure to provide a meal period from the reach of the 
               unfair competition laws (Business and Professions Code 
               ��17200-17209). This will prevent the Attorney General or a 
               district attorney, as well as an impacted corporation or 
               person who has suffered injury, from seeking damages due to 
               the unfair competition of a business failing to provide 
               meal periods. This would have the potential to serve the 
          Hearing Date:  May 11, 2011                              SB 389  
          Consultant: Gideon L. Baum                               Page 6

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               noted reason for the urgency of the measure, which is in 
               part to limit employment-related lawsuits.

               The second impact is to prevent the failure to provide a 
               meal period to be treated as a criminal offense.  While 
               unlikely, it would prevent the Attorney General or a 
               district attorney to pursue a criminal prosecution for an 
               employer failing to provide a meal period.  The most likely 
               arena where this would come up would be as an additional 
               charge in the event of a prosecution of an employer for 
               willfully failing to pay wages generally.

             4)   All other wage violations seek to strike a balance 
               between compliance and consequences for lack of compliance. 
                Why does SB 389 depart from that balance?

               As was discussed above, SB 389 would create a new and 
               unique enforcement structure for the premium wages due when 
               a meal period violation occurs.  Currently, the Labor Code 
               strikes a balance between compliance and consequences when 
               it comes to wage violations.  The best example of this is 
               the compliance and consequences in place for overtime wages 
               and the minimum wage.

               For employers, compliance with the minimum wage is, 
               generally speaking, a straight-forward matter.  The 
               employer has control of when the employees are present and 
               the hours they work.  The employer then simply must 
               multiply the hours worked by the relevant minimum wage 
               rate, make the appropriate deductions, and then transmit 
               payment in a timely manner.  Compliance, therefore, is 
               relatively simple to achieve and document.

               Failure to comply, therefore, involves significant 
               consequences.  As was discussed above, such a failure would 
               constitute a misdemeanor and carry a series of penalties.  
               Employers who willfully fail to pay the minimum wage may 
               also be required to pay as much as double what he or she 
               would have received had the employee been appropriately 
               paid his or her wages.

               Similarly, failure to pay overtime carries significant 
          Hearing Date:  May 11, 2011                             SB 389  
          Consultant: Gideon L. Baum                               Page 7

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               consequences.  However, there are additional provisions in 
               the Labor Code on how to comply with overtime requirements, 
               as the payment of overtime requires a higher level of 
               attention and detail to the particulars of the work days 
               and hours.  As such, the Labor Code makes explicit that 
               payment of overtime wages in the next pay period, with 
               appropriate documentation, constitutes compliance with the 
               law (Labor Code �204(b)).

               In Murphy v. Kenneth Cole, the court draws comparisons 
               between the provision of meal periods and the provision of 
               the minimum wage, as did the Division of Labor Standards 
               Enforcement (DLSE).  However, even if one were to put 
               forward that in certain industries compliance with meal 
               period law poses challenges, the existing Labor Code 
               precedent is for providing explicit guidance on how to 
               comply, rather than foreclose avenues for enforcement after 
               a failure to comply is discovered.  The Committee may wish 
               to consider if deviating from this precedent when 
               addressing meal period violations is appropriate.

          4.  Proponent Arguments  :
            
            Proponents note that since the Supreme Court decision in 
            Murphy v. Kenneth Cole, which found that the one hour pay for 
            a missed meal period or rest period as a wage, the amount of 
            lawsuits regarding this issue has significantly risen.  
            Specifically, proponents believe that suits are going on even 
            if the employee has already been compensated with one hour of 
            pay by the employer for the missed meal or rest period, as 
            well as be hit with an Unfair Competition Claim.  Proponents 
            believe that SB 389 will bring a balance on meal periods for 
            both employers and employees by bringing employers relief from 
            lawsuits and ensuring that employees are compensated for time 
            worked.  

          5.  Opponent Arguments  :

            Opponents believe that SB 389 fundamentally undermines the 
            right to a meal period for California workers.  Opponents 
            reiterate that the payment of an additional hour of wages will 
            free an employer from the responsibility to provide a meal 
          Hearing Date:  May 11, 2011                              SB 389  
          Consultant: Gideon L. Baum                               Page 8

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            period, and opponents note that this bill creates incentives 
            to break the law, rather than pay the additional hour of wages 
            or simply provide a meal period.  Proponents also argue that 
            excluding claims from Unfair Competition Laws and other wages 
            penalties does not serve the cause of justice for aggrieved 
            workers, and may only increase the amount of litigation in the 
            system.  Opponents also note that SB 389 may impact ongoing 
            litigation on the provision of meal periods.
          
          6.  Prior Legislation  :

            AB 569 (Emmerson), Statutes of 2010, Chapter 662, excludes 
            from meal period law employees in the construction industry, 
            commercial drivers, and utility workers if they were covered 
            by a collective bargaining agreement with specified 
            provisions.  

            SB X8 70 (Dutton) of 2010 would have extend the time in which 
            an employee can take a meal period, redefine the employer's 
            responsibility for providing his or her employees a meal 
            period, codify and expand qualifying circumstances for on-duty 
            meal period agreements, remove the ability of employees to 
            revoke on-duty meal period agreements, and decrease the 
            statute of limitations for failing to provide a meal period.  
            SB 8X 70 was held in this Committee.

            SB 1192 (Margett) of 2008 sought to allow the employer to 
            satisfy the requirement to provide a meal period if the meal 
            period is available to an employee, as well as change the 
            punishment for an employer failing to provide a meal from a 
            premium wage to a penalty.  The initial hearing for SB 1192 
            was cancelled at the author's request.

            AB 1711 (Levine) of 2007 would have allowed an employee to 
            complete his or her meal period before the conclusion of the 
            6th hour or work.  The initial hearing for AB 1711 was 
            cancelled by the author. 

            AB 2509 (Steinberg) Statutes of 2000, Chapter 876, created the 
            wage premium penalty for an employer who fails to provide a 
            meal period.

          Hearing Date:  May 11, 2011                              SB 389  
          Consultant: Gideon L. Baum                               Page 9

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            AB 60 (Knox) Statutes of 1999, Chapter 134 codified the meal 
            period for all California employees.



                                       SUPPORT
          
          Associated Builders and Contractors of California
          Associated General Contractors of California
          California Association for Health Services at Home
          California Chamber of Commerce
          California Farm Bureau Federation
          California Hospital Association
          California Independent Grocers Association
          California Manufacturers & Technology Association
          California Restaurant Association
          California Retailers Association
          Loma Linda Chamber of Commerce
          Montclair Chamber of Commerce
          San Bernardino Area Chamber of Commerce
          Upland Chamber of Commerce

          

                                     OPPOSITION
          
          American Federation of State, County and Municipal Employees, 
          AFL-CIO
          California Employment Law Association (CELA)
          California Labor Federation, AFL-CIO
          California Nurses Association
          California Rural Legal Assistance Fund
          Consumer Attorneys of California (CAOC)
          National Lawyers Guild Labor & Employment Committee
          Worksafe, Inc.






          Hearing Date:  May 11, 2011                              SB 389  
          Consultant: Gideon L. Baum                               Page 10

          Senate Committee on Labor and Industrial Relations