BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  SB 865
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          Date of Hearing:   June 28, 2011

                           ASSEMBLY COMMITTEE ON JUDICIARY
                                  Mike Feuer, Chair
             SB 865 (Negrete McLeod) - As Introduced:  February 18, 2011

           SENATE VOTE  :   36-0
           
          SUBJECT  :   STATE LIABILITY FOR LEGAL JUDGMENTS AGAINST 
          CONTRACTORS

           KEY ISSUE  :  SHOULD THE CONTRACTORS LICENSE BOARD TAKE ON 
          RESPONSIBILITY FOR THE LEGAL LIABILITY OF PERSONS IT HIRES AS 
          EXPERT WITNESSES AND OTHER OUTSIDE CONTRACTORS?

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

                                      SYNOPSIS
          
          Under existing law, the state pays for the legal defense of 
          outside experts and other contractors hired by the Contractors 
          State License Board (CSLB) to assist in the Board's licensing, 
          investigation and prosecution functions.  This bill would add to 
          that duty by requiring the state to assume the legal liability 
          for money damages or other judgment these contractors may incur 
          in the performance of their work.  There is similar authority 
          for three other professional boards in medicine, accounting and 
          architecture, although it may be more limited than the 
          obligation the state would take on with this bill.  CSLB argues 
          that without the benefit of this protection the risk of 
          financial loss may have a chilling effect on potential industry 
          experts who might otherwise be unwilling to participate, 
          although there have been no reported difficulties to date.  

           SUMMARY :  Requires the Contractors State License Board (CSLB) to 
          indemnify any person it hires if that individual is named as a 
          defendant in a civil action.  Specifically,  this bill  :   

          1)Requires CSLB to indemnify any person from any judgment 
            rendered if the person is a defendant in any of the following 
            types of civil actions: 

             a)   Defamation; 









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             b)   Tortious interference with prospective business 
               advantage; or, 

             c)   Any other civil cause of action directly resulting from 
               opinions rendered, statements made, or testimony given to 
               CSLB, its committees, staff, legal counsel, or other 
               representatives, or in any proceeding instituted by CSLB or 
               to which CSLB is a party.
            
           EXISTING LAW  :  

           1) Requires any board under the Business and Professions Code, 
            including CSLB, to provide legal representation to any 
            non-employee hired or under contract to provide expertise to 
            the board in evaluating an applicant or the conduct of a 
            licensee when the expert is named as a defendant in a civil 
            action arising out of opinions rendered, statements made, or 
            testimony given to the board or its representatives.  (Bus. 
            and Prof. Code section 154.5.)

          2)Provides that any board under the B&P Code, including CSLB, is 
            not liable for judgments rendered against a hired IE in a 
            civil action, unless otherwise exempted.  (Bus. and Prof. Code 
            section 154.5.)

          3)Requires the Attorney General's (AG) services to be utilized 
            to defend the IE in the civil action and to be charged to 
            CSLB.  (Bus. and Prof. Code section 154.5.)

          4)Authorizes CSLB to contract with professionals whose skills 
            are required to aid in the investigation or prosecution of a 
            licensee, registrant, or applicant for a license or 
            registration.  (Bus. and Prof. Code section 7019.)

          5)Generally provides that if an employee or former employee of a 
            public entity requests the public entity to defend him or her 
            against any claim or action against him or her for an injury 
            arising out of an act or omission occurring within the scope 
            of his or her employment as an employee of the public entity 
            and the request is made in writing not less than 10 days 
            before the day of trial, and the employee or former employee 
            reasonably cooperates in good faith in the defense of the 
            claim or action, the public entity shall pay any judgment 
            based thereon or any compromise or settlement of the claim or 
            action to which the public entity has agreed.  However, where 








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            the public entity conducted the defense pursuant to an 
            agreement with the employee or former employee reserving the 
            rights of the public entity not to pay the judgment, 
            compromise, or settlement until it is established that the 
            injury arose out of an act or omission occurring within the 
            scope of his or her employment as an employee of the public 
            entity, the public entity is required to pay the judgment, 
            compromise, or settlement only if it is established that the 
            injury arose out of an act or omission occurring in the scope 
            of his or her employment as an employee of the public entity.  
            (Government Code section 825.)

          6)Generally does not allow a public entity to pay that part of a 
            claim or judgment that is for punitive or exemplary damages 
            unless the governing body of that public entity finds that the 
            judgment is based on an act or omission of an employee or 
            former employee acting within the course and scope of his or 
            her employment as an employee of the public entity; that at 
            the time of the act giving rise to the liability, the employee 
            or former employee acted, or failed to act, in good faith, 
            without actual malice and in the apparent best interests of 
            the public entity; and that payment of the claim or judgment 
            would be in the best interests of the public entity.  In the 
            case of an entity of state government, "a decision of the 
            governing body" means the approval of the Legislature for 
            payment of that part of a judgment that is for punitive 
            damages or exemplary damages, upon recommendation of the 
            appointing power of the employee or former employee, based 
            upon the finding by the Legislature and the appointing 
            authority of the existence of the three conditions for payment 
            of a punitive or exemplary damages claim.  (Gov. Code section 
            825.)

           COMMENTS  :  According to the author, "When investigating consumer 
          complaints, CSLB may ask a member of its Industry Expert (IE) 
          Program to inspect a project and render opinions on specific 
          items of complaint.  They provide expert opinion and testimony 
          about specific complaint items and accepted trade standards.  
          Industry experts participate in complaint investigations, 
          mandatory arbitration, voluntary arbitration, on-site 
          negotiation, administrative hearings and license exam 
          development. "

          The author states, "Under existing law, CSLB is authorized to 
          provide industry experts with legal counsel to defend against 








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          any civil suit resultant from legal actions filed against a 
          licensee or applicant by CSLB.  However, the law does not 
          authorize CSLB to indemnify experts who become involved in such 
          suits."

           CSLB's Use Of Contracted Experts .  CSLB licenses and regulates 
          over 310,000 licensed contractors in the state.  CSLB 
          administers examinations to test prospective licensees, issuing 
          licenses, investigating complaints against licensed and 
          unlicensed contractors, issuing citations, suspending or 
          revoking licenses, and seeking administrative, criminal, and 
          civil sanctions against violators. 

          CSLB's IE Program recruits and trains licensed professionals to 
          inspect construction jobs and render opinions in response to 
          complaints lodged.  These IEs are licensed or registered 
          professionals such as contractors, engineers, architects, 
          geologists, and accountants, or interpreters and manufacturers' 
          representatives with specific skills and expertise that CSLB may 
          require in investigations or criminal prosecutions.  IEs may be 
          called on to participate in complaint investigation, mandatory 
          or voluntary arbitration, on-site negotiation, administrative 
          hearings, or license exam development.  In order to qualify to 
          become an IE, applicants must have a current contractor's 
          license that has been free of unresolved licensing and 
          enforcement actions for the past five years.

          CSLB pays licensed professionals for their expert opinion.  

           Existing Law Allows The State To Pay For The Legal Defense Of 
          Its Contracted Experts, But Not For The Judgment When The Expert 
          Is Found To Be Liable For Wrongdoing.   Under existing law, CSLB 
          is authorized to provide industry experts with legal counsel to 
          defend against any civil suit resultant.  Similar authority 
          exists for the Board of Accountancy, the Architects Board and 
          the Medical Board, as well as public employees."

           Is There A Good Policy Rationale For Subjecting The State To 
          Additional Liability For The Misconduct Of Its Experts?   As the 
          author indicates, CSLB is authorized - like every other board 
          established by the Business and Professions Code - to pay for 
          the legal defense of an outside contractor hired to provide 
          expertise to the CSLB.  This is a prudent practice to ensure 
          that experts have some protection against the costs of 
          litigation if they are sued for acts arising out of their 








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          service to the state, may be a factor in attracting experts, and 
          helps to insure that the expert does not have a financial 
          incentive to incriminate the state in order to avoid the cost 
          associated with defense.

          However, the general rule is against covering the cost of the 
          judgment for the expert's liability when an expert is found to 
          have violated a legal obligation.  Apart from fiscal 
          considerations, there are other reasons for such a policy, 
          including the conventional principle that people are generally 
          thought to adhere to a higher standard of conduct if they face a 
          potential penalty for acting less carefully.  If another party 
          is responsible for paying that penalty, standards of conduct may 
          be relaxed.

          Despite the general rule against state indemnification for a 
          contractor's wrongdoing, there may be good policy reasons to 
          make an exception in some circumstances.  CSLB argues that the 
          rationale for an exception here is that it owes essentially an 
          ethical obligation to its contractors to protect them against 
          liability.  This rationale would seem to apply equally to every 
          state agency, and it is not clear what distinguishes the 
          relationship between CSLB and its contractors from the 
          relationship between any other agency and its contractors.  One 
          potential justification might be that additional incentive is 
          needed in order to induce construction experts to voluntarily 
          participate as CSLB experts.  The author makes this point, 
          stating: "Without the benefit of indemnification, the risk of 
          financial loss may have a chilling effect on industry experts 
          who contemplate participation in the industry expert program."  
          However, CSLB reports that it is not currently having difficulty 
          obtaining IEs without taking on their liability.  While this may 
          reflect the current excess capacity in the construction 
          industry, CSLB does not report having experienced difficulty 
          obtaining IEs when the construction economy was more robust.  
          CSLB also notes that there has been only one civil action filed 
          against an IE in recent years, and the judge did not find 
          liability in that case.

           Potential Uncertainty In The Application of The Bill To Claims 
          Involving Malice.   Under this bill the state's responsibility 
          would extend to defamation, tortious interference with business 
          advantage, and every other cause of action for which the 
          contractor is found liable.  The author notes that the extent of 
          the state's potential liability under the bill is limited to 








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          that allowed under Government Code section 825, which the author 
          contends exempts unlawful acts involving malice.  However, the 
          exception for malice under Government Code section 825 appears 
          to be limited to liability for punitive damages, not liability 
          for other types of damages.  Thus, this point may be in doubt 
          because by specifically including defamation and tortious 
          interference - both of which involve malice - the bill appears 
          to contradict itself.

           Should The Bill Require The Contractor To Pay Back The Cost of 
          Defense If He or She Is Found Liable For Punitive Damages Or 
          Should The State's Assumption of Liability Be Discretionary 
          Rather Than Automatic?   An existing provision allows the Medical 
          Board to assume liability for certain outside contractors.  That 
          provision states that if the contractor is found liable for 
          punitive damages, he or she shall be liable to the state for the 
          full costs incurred in providing representation.  This bill has 
          no comparable provision.  The Committee may wish to explore with 
          the author whether the addition of this limitation may be 
          appropriate.  The Committee may also wish to explore with the 
          author and sponsor whether the state's assumption of liability 
          for CSLB outside contractors might more appropriately be 
          discretionary rather than automatic.

           REGISTERED SUPPORT / OPPOSITION  :

           Support 
           
          Contractors State License Board (sponsor) 
          California Fence Contractors' Association 
          California Landscape Contractors Association
          Engineering Contractors' Association 
          Flasher Barricade Association
          Marin Builders' Association
           
            Opposition 
           
          None on file


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












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