BILL ANALYSIS                                                                                                                                                                                                    �



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          Date of Hearing:   May 7, 2014

                           ASSEMBLY COMMITTEE ON INSURANCE
                                Henry T. Perea, Chair
                    AB 2169 (Cooley) - As Amended:  April 23, 2014
           
          SUBJECT  :   Independent Contractor Status

           SUMMARY  :   Reaffirms existing law defining when a real estate  
          agent may be classified as an independent contractor.   
          Specifically,  this bill  :  

          1)Codifies a previously uncodified section of current law which  
            states that the characterization of the employment  
            relationship between a real estate broker and a real estate  
            agent shall not affect: 

               a)     the obligation or ability of a real estate broker to  
                 maintain workers' compensation insurance; or,

               b)     the vicarious liability of a real estate broker for  
                 tortious acts of a real estate agent; or,

               c)     liability for injuries to third parties.

          2)States the intent of the Legislature that the codification of  
            Section 2 of Chapter 679 of the Statutes of 1991 made by  
            Assembly Bill 2169 of the 2013-14 Regular Session is to  
            reiterate existing law governing the classification of real  
            estate agents as either employees or independent contractors.

          3)Makes findings and declarations relative to the importance of:  


               a)     the real estate market to the California economy, 

               b)     the special retention relationship between real  
                 estate brokers and salespersons, and

               c)     certainty regarding established working  
                 relationships between real estate brokers and real estate  
                 agents, and 

          4)States legislative intent that the codification of previously  
            uncodified law does not change the rights and obligations of  








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            either real estate brokers or real estate salespersons under  
            existing law.

          5)Makes other technical or clarifying changes. 
           
          EXISTING LAW  : 

          1)Defines "employee" through a combination of statutory and  
            common law.

          2)Requires employers to provide workers' compensation benefits  
            to injured employees.

          3)Requires employers to report to the Employment Development  
            Department (EDD) wages for all employees and to pay  
            unemployment insurance taxes based on those wages.

          4)Authorizes a real estate broker and a real estate agent to  
            enter into a contract that characterizes the real estate agent  
            as an independent contractor or as an employee for the  
            purposes of establishing their legal relationship with, and  
            obligations to, each other.  

          5)Excludes work performed by real estate agents from the  
            definition of employment if the following requirements are  
            satisfied: 

               a)     The individual is licensed as a real estate agent.

               b)     The individual is engaged in activities requiring a  
                 real estate license.

               c)     The individual is paid by commission.

          1)Provides that the characterization of the employment  
            relationship between a real estate broker and a real estate  
            agent shall not affect: 

               a)     the obligation or ability of a real estate broker to  
                 maintain workers' compensation insurance; or,

               b)     the vicarious liability of a real estate broker for  
                 tortious acts of a real estate agent; or,

               c)     liability for injuries to third parties.








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           FISCAL EFFECT  :   Undetermined

           COMMENTS  :   

           1)Purpose  .  The author states that it is necessary to clarify  
            that the Legislature intended for the employee-employer or  
            independent contractor relationship used throughout the real  
            estate industry to be legal and that the Legislature needs  
            respond to a court's concerns regarding ambiguities in the  
            existing statute.  

           2)"Employee" or "Contractor"  .  Real estate brokers and  
            salespersons often work together in teams.  The nature of that  
            relationship is important because "employers" are required to  
            report wages paid to employees, provide workers' compensation  
            coverage, pay unemployment insurance and employment training  
            tax on those wages, as well as withholding and remitting state  
            disability insurance and personal income tax on wages paid.  
            The same obligations do not apply if a worker is classified as  
            an "independent contractor."

            Current law generally provides that brokers and salespersons  
            can decide between themselves whether they have an employment  
            relationship or an independent contracting relationship for  
            purposes of their legal obligations to each other.  However,  
            the statute requires that for other "statutory purposes,"  
            including withholding taxes on wages and unemployment  
            compensation, that decision between the parties remains  
            relevant but is subject to specific criteria in the  
            Unemployment Insurance Code.  For purposes of workers  
            compensation, a specific test in the Labor Code is  
            determinative.  

            Absent these specific statutes, the question of whether or not  
            a relationship is one of employment or independent contracting  
            is answered by common law (developed by judges through court  
            cases, rather than in statute).  The common law test considers  
            at a multitude of factors, the most important of which is the  
            right of the principal to control the manner and means of  
            accomplishing the desired result.  Notably, courts do not view  
            the existence of a written contract as a determining factor,  
            because actual practices are deemed more important than the  
            words of a contract.









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           3)Previous Legislation  .  SB 630 (Boatwright), Chapter 679,  
            Statutes of 1991, established the provision of the Business  
            and Professions Code at issue in the pending litigation  
            referenced below.  That bill was sponsored by the California  
            Association of Realtors (CAR).  According to CAR, "Existing  
            law, originally sponsored by CAR., codifies the option of  
            sales agents and their employing brokers to create either a  
            broker-independent contractor relationship or a  
            broker-employee relationship. The overwhelming majority of the  
            real estate industry uses the independent contractor model.   
            Better tax options for sales agents, greater flexibility,  
            reduced costs and ease of entry into the profession for new  
            agents are powerful reasons for the choice."  

           4)Related and ongoing litigation  .  According to the sponsor, the  
            underlying impetus for this bill is an ongoing lawsuit,  
            Barasani v. Coldwell Banker Residential Brokerage, currently  
            pending in the Los Angeles Superior Court.  The Barasani case  
            is a class action complaint against Coldwell Banker alleging  
            that it misclassified its sales associates as independent  
            contractors when they were actually employees, leading to  
            multiple violations of the Labor Code due to failure to  
            reimburse for business expenses, among other things.  The  
            judge hearing the case issued a ruling that could allow the  
            common law test for determining if a real estate agent is an  
            employee to be applied instead of the test established in the  
            Business and Professions Code.  Counsel for Coldwell Banker  
            disagreed, contending that the language of existing law was  
            clear on its face and indicated that the parties'  
            characterization and the Business and Professions Code should  
            control.  Coldwell Banker appealed the judge's decision and  
            the Court of Appeal ruled against Coldwell Banker, supporting  
            the trial court's position that the common law test should  
            apply in this case.  

            Another class action suit was filed against Redfin, an online  
            real estate broker, in December 2013, alleging that Redfin  
            inappropriately classified its real estate agents as  
            independent contractors, and seeks payment of wages for those  
            workers.

            In 2012, the California Labor Commissioner reached a $4.8  
            million settlement with ZipRealty, an online real estate  
            broker, to resolve litigation seeking wages and overtime  
            ZipRealty allegedly failed to pay to its real estate agents.  








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            Opponents are concerned with preserving the ability of   
            workers to challenge their classification as employee or  
            independent contractor in court and are concerned that this  
            legislation may have the effect of denying real estate workers  
            that opportunity.

           5)Premature  .  It should be noted that the Barasani case is still  
            ongoing.  When the Barasani case is completed, both parties  
            can evaluate the result and determine if they wish to file an  
            appeal.  Appeals are the traditional remedy for a party who  
            wants to challenge a decision by a trial court.  This bill  
            seeks to have the Legislature attempt to sway the outcome of  
            ongoing trial court litigation.  The Committee may wish to  
            consider the necessity of passing legislation before a case  
            has been decided by an appellate court whose opinion could  
            serve as a precedent.  A published decision by an appellate  
            court that will affect future court decisions presents broader  
            public policy issues that may be amenable to a legislative  
            resolution.  On the other hand, a trial court decisions are  
            focused on resolving the conflict between private parties, and  
            seldom present issues of sufficient public policy consequence  
            to warrant legislative intervention.  

           REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           
          California Association of Realtors (sponsor)
          Orange County Association of Realtors

           Opposition 
           
          California Labor Federation
          Consumer Attorneys of California
          California Teamsters Public Affairs Council
          California Conference of Amalgamated Transit Unions
          California Conference of Machinists
          UNITE HERE
          Engineers and Scientists, IFPTE Local 20
          Professional and Technical Engineers, IFPTE Local 21
          International Longshore and Warehouse Union, West Coast Division
          Utility Workers Union of America, Local 132
           
          Analysis Prepared by  :    Paul Riches / INS. / (916) 319-2086 








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