BILL ANALYSIS                                                                                                                                                                                                    






                               SENATE JUDICIARY COMMITTEE
                           Senator Ellen M. Corbett, Chair
                              2009-2010 Regular Session


          SB 705                                                      
          Senator Lowenthal                                           
          As Amended March 31, 2009
          Hearing Date: April 28, 2009                                
          Labor Code                                                  
          GMO:jd                                                      
                                                                      

                                        SUBJECT
                                           
               Employee Rights:  Exhaustion of Administrative Remedies

                                      DESCRIPTION  

          This bill would provide that an aggrieved employee, whether in  
          the public or private sector, need not exhaust his or her  
          employer's internal administrative process or remedies prior to  
          seeking relief in a civil action, if the complaint involves a  
          right that the Legislature determines to be based on a  
          fundamental public policy of the state.  It would make the  
          results of an administrative adjudication involving  
          substantially the same rights and the same parties admissible in  
          a subsequent civil action.

                                      BACKGROUND  

          The sponsor of this bill is the California Employment Lawyers  
          Association.  See Comment 2 below for additional information.

                                CHANGES TO EXISTING LAW
           
           Existing law  recognizes that seeking and holding employment free  
          from discrimination based on race, religion, color, national  
          origin, ancestry, physical or mental disability, medical  
          condition, marital status, sex, age, sexual orientation, or any  
          other basis enumerated in the Unruh Civil Rights Act is a civil  
          right. (Gov. Code Sec. 12921.)

           Existing case law  recognizes a strong public policy against  
          wrongful employment actions. (Tameny v. Atlantic Richfield Co.  
          (1980) 27 Cal.3d 167, 176-177, where the court established that  
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          an employer who terminates an employee for refusing to commit an  
          illegal act commits a tort, limited an employer's ability to  
          discharge at will in consideration of "fundamental public  
          policies," and emphasized that a tort cause of action could be  
          brought even when, as in the case of Tameny, no statute was  
          identified that expressly prohibited discharge from employment.)

           Existing case law  requires plaintiff-employees to exhaust  
          administrative remedies when the Legislature expressly provides  
          for exhaustion by statute and when employers design their own  
          grievance procedures. (Abelleira v. District Court of Appeal  
          (1941) 17 Cal.2d 280.)

           Existing law  , the Fair Employment and Housing Act, provides  
          employees with administrative procedures and remedies for  
          employment discrimination actions against public and private  
          employers. (Gov. Code Sec. 12940 et seq.)  

           Existing law  provides state employees and employees of the  
          University of California, the California State University, and  
          the California Community Colleges a process and a procedure for  
          the prosecution of complaints of employment discrimination or  
          other wrongful employment actions. (Gov. Code Sec. 8547 et seq.,  
          19683 et seq.)

           Existing case law  provides conflicting decisions relating to the  
          exhaustion of administrative remedies in employment actions  
          involving public employees. (Cf. Schifando v. City of Los  
          Angeles (2003) 31 Cal.4th 1074; Johnson v. City of Loma Linda  
          (2000) 24 Cal.4th 61; Campbell v. Regents of the University of  
          California (2005) 35 Cal.4th 311;  Williams v. Housing Authority  
          of the City of Los Angeles (2004) 121 Cal.App.4th 708; Miller v.  
          County of Los Angeles (2008) 169 Cal.App.4th; Ahmadi-Kashani v.  
          Regents (2008) 159 Cal.App.4th 449; Westlake Community Hosp. v.  
          Superior Court  (1976) 17 Cal.3d 465, 482-485; Ortega v. Contra  
          Costa Community College Dist. (2007) 156 Cal.App.4th 1073, 1083;  
          Miklosy v. Regents of the University of California (2008) 44  
          Cal.4th 876; State Chiropractic Examiners, et al. v. Superior  
          Court of Sacramento County (Carole M. Arbuckle, Real Party in  
          Interest) (2009) 45 Cal.4th 963.)

           This bill  would provide that exhaustion of an employer's  
          internal administrative remedies, or judicial review of a  
          decision of an administrative agency, is not a precondition for  
          a civil action alleging a violation of a right that the  
          Legislature determines to be based on a fundamental public  
                                                                      



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          policy of the state, unless the Legislature provides otherwise  
          in the statute that established the civil action.

           This bill  would make admissible as evidence in a subsequent  
          civil action the result of an administrative adjudication by an  
          employer regarding an allegation of a violation of an employee  
          right that the Legislature determined to be based on a  
          fundamental public policy, where the civil action involves  
          substantially the same rights and substantially the same  
          parties, unless otherwise provided by the Legislature or by a  
          collective bargaining agreement.







                                        COMMENT
           
          1.  Stated need for the bill  
          
          The author writes:

            The employee's path from being the subject of illegal  
            employment practices to court redress should be clear.  Where  
            the Legislature has provided the necessary steps before filing  
            a lawsuit, employers and employees know what is expected.  But  
            in the absence of legislative guidance, courts have created  
            rules which are based on a case-by-case review, often  
            inconsistent, unclear, and ill-defined.  As a result,  
            employers and employees are uncertain about whether the  
            employee must exhaust internal remedies and what, if any, are  
            the consequences of doing or not doing so.

            Courts are required to spend limited judicial resources  
            sorting out or attempting to clarify and apply the law in this  
            area and litigants, on risk of losing their access to the  
            court system, must guess at whether or not to participate in  
            internal grievance and administrative procedures.  As a  
            consequence, workers avoid internal processes for fear of  
            losing their day in court or, worse yet, they inadvertently  
            forfeit their right to civil court because they participated  
            in their employer's internal process.

            This bill ensures that employees can utilize internal  
                                                                      



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            administrative procedures without fear of giving up court  
            access although the results of administrative determinations  
            can be used as evidence later.

          2.  Conflicting cases involve public, not private, employment

           SB 705 would add a section to the Labor Code to clarify an  
          employee's right to bring a civil action without exhausting  
          administrative remedies, including internal grievance  
          procedures, for the alleged violation of a  
          statutorily-designated civil right by an employer.  The language  
          of the bill would make it applicable to all employers, whether  
          private or public.

          a.    Published cases on exhaustion of administrative remedies  
            all involve public employers
           
          It is true, as the author notes, that the numerous decisions  
          involving exhaustion of administrative remedies prior to  
          bringing of a civil action in employment cases are conflicting.   
          A sampling of those cases are as follows:

          Schifando v. City of Los Angeles (2003) Cal.4th 1074 holds that  
          a plaintiff-employee bringing a FEHA claim need only exhaust  
          administrative remedies provided for by the FEHA statute and is  
          not required to fulfill an employer's or public agencies'  
          internal administrative procedures when a FEHA claim is raised.  
          (supra at 1085-86.)

          Johnson v. City of Loma Linda (2000) 24 Cal.4th 61 provides that  
          if an employee opts to pursue his or her employer's internal  
          administrative remedies for a claim of FEHA violation, the  
          employee must fully exhaust the administrative remedies, and  
          must have an adverse decision set aside in a mandamus action  
          before bringing a FEHA claim to court. (See below for a  
          discussion of the harsh results of Johnson.) (Supra, at 71, 76.)

          Williams v. Housing Authority of Los Angeles (2004) 121  
          Cal.App.4th 708 leaves unsettled the question of whether  
          employees' non-statutory public policy claims, i.e., those based  
          on a strong public interest to prohibit wrongful employment  
          actions, are exempt from any requirement of exhaustion of  
          administrative remedies.

          Ahmadi-Kashani v. Regents of the University of California (2008)  
          159 Cal.App.4th 449 holds that employees may abandon internal  
                                                                      



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          processes prior to conclusion and bring their actions directly  
          to court.

          Miller v. County of Los Angeles (2008) 169 Cal.App.4th 1373  
          holds that an employee who exhausts administrative remedies to  
          some extent, including presentation of evidence and testimony,  
          but who withdraws from the process prior to finality may  
          nonetheless be precluded from court action absent reversal in a  
          mandamus proceeding.

          Miklosy v. Regents of the University of California (2008) 44  
          Cal.4th 876 holds that a civil action is available only when an  
          employee has first filed a complaint with the University and the  
          University has failed to reach a timely decision on the  
          complaint.  Here the court stated that the Legislature could  
          reasonably have intended the University to resolve whistleblower  
          retaliation claims by way of its own internal procedures,  
          reserving the alternative remedy of a damages action for those  
          instances when the University fails to complete its process in a  
          timely manner.

          State Chiropractic Examiners, et al. v. Superior Court of  
          Sacramento County (Carole M. Arbuckle, Real Party in Interest)  
          (2009) 45 Cal.4th 963, on the other hand, made it clear that a  
          University of California employee may bring a parallel damages  
          action in court while pursuing the administrative remedies  
          available through the internal processes established by the  
          University.

          While there may be a way to reconcile all of these cases, which  
          are only the tip of the iceberg as there are hundreds of cases  
          involving the exhaustion of administrative remedies question  
          prior to litigation of the substantive merits of the underlying  
          civil action, the author believes that a clear and concise  
          statement in statute would do away with the confusion and  
          establish a bright line when it comes to violations involving  
          fundamental public policies.

          The sponsor, California Employment Lawyers Association, explains  
          the murky field thus:

            Schifando and cases it cites seemed to say that a public  
            employee need not exhaust administrative remedies for a FEHA  
            claim; Johnson says that, if the employee does exhaust such  
            remedies, and loses, those findings must be overturned  
            judicially.  Confusing that straightforward rule is the recent  
                                                                      



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            decision of Page v. Los Angeles County Probation Department  
            (2004) 123 Cal.App.4th 1135.  In Page, the employee had  
            claimed discrimination through her employer's grievance and  
            civil service procedures, as well as pursuing administrative  
            agency exhaustion through the DFEH (Department of Fair  
            Employment and Housing).  The civil service hearing was  
            adverse to her.  In confusing language, the court of appeal  
            held that "We conclude that since Page failed to exhaust  
             administrative and judicial remedies,  she cannot pursue this  
            action for damages." (emphasis added.)  The employee, however,  
            had exhausted "administrative" remedies with both DFEH and  
            with her employer.  The opinion is either inconsistent with  
            Schiafando's rule that employees need not exhaust their  
            employer's administrative processes, or advances a rule not  
            previously stated, i.e., that an employee must exhaust the  
            employer's administrative procedures  before  exhausting the  
            agency's (DFEH's) administrative procedures.  Either way, the  
            decision is inconsistent with Schifando, which is cited  
            throughout the opinion.  A third possibility is that the court  
            did not understand or differentiate between "administrative"  
            and "judicial" exhaustion.  The decision could easily have  
            rested on Johnson's requirement that employees exhaust  
            judicial remedies before filing a lawsuit based on the FEHA,  
            and not confused matters by claiming a failure to exhaust  
            "administrative" procedures.

          It is also true that application of the Johnson rule has had  
          some harsh results.  In Castillo v. City of Los Angeles (2001)  
          92 Cal.App.4th 477, the court held that the 29-year old employee  
          could not pursue his FEHA claim because it was barred when his  
          petition for a writ of mandate was denied.  The employee, while  
          pursuing his administrative remedy at DFEH by appealing an  
          unfavorable decision by the City of Los Angeles on a FEHA claim,  
          had filed a petition for a writ of mandate and at the same time  
          filed a complaint in superior court.  Because both actions (the  
          petition for writ and the complaint in superior court) involved  
          the same "primary right," being the issue of the wrongfulness of  
          the discharge, the court said that the issue had been raised and  
          lost by the employee in the petition for writ, and thus the  
          employee was barred from relitigating the same issue in a FEHA  
          case in court. 

          b.    Federal cases do not require exhaustion of administrative  
            remedies, but they also involve public employees  

          The sponsor of SB 705 cites federal law that does not require  
                                                                      



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          exhaustion of administrative remedies, such as U.S.C. Section  
          1983 actions. (Patsy v. Board of Regents (1982) 457 U.S. 496.)   
          They also cite U.S.C. Section 2000e-16(e) that allows federal  
          employees to bring discrimination, harassment, and retaliation  
          claims under the Rehabilitation Act.  "When an agency issues a  
          notice of final action to a federal employee alleging employment  
          discrimination, the claimant may seek de novo review of the  
          disposition of his administrative complaint by filing a civil  
          action in district court within 90 days."

          As in the state cases, the federal decisional law on exhaustion  
          of administrative remedies involved cases against employers that  
          were public agencies.  (Cf. Farrell v. Principi, Secretary to  
          Department of Veterans Affairs (9th Circuit, May 11, 2004) 366  
          F.3d 1066.)

           Suggested amendment:   In light of the compelling evidence that  
          the state courts have rendered conflicting decisions regarding  
          exhaustion of administrative remedies as applied to employees of  
          public agencies, but little or no evidence that employees in the  
          private sector are involved in litigation of this issue, the  
          author may wish to consider limiting SB 705 to affect only  
          employees of public agencies.  

           c.   FEHA allows private sector employees to file a FEHA claim  
            with DFEH without exhausting the private employer's internal  
            grievance procedures
           
          The Fair Employment and Housing Act (Act) was enacted in order  
          to "protect and safeguard the right and opportunity of all  
          persons to seek, obtain, and hold employment without  
          discrimination or abridgment on account of race, religious  
          creed, color, national origin, ancestry, physical disability,  
          mental disability, medical condition, marital status, sex, age,  
          or sexual orientation." The Act contains declarations that the  
          practice of discrimination based on these enumerated  
          characteristics is against public policy and that the Act is an  
          exercise of the state's police power for the protection of the  
          welfare, health, and peace of the people.

          To promote the purposes of the Act, both private and public  
          employees are permitted to file a claim against their employer  
          for violating the anti-discrimination statutes.  While public  
          sector employees may have elaborate personnel grievance  
          procedures such as those adjudicated by the State Personnel  
          Board that state employees must first exhaust, private sector  
                                                                      



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          employees are free to bypass their private employers' internal  
          grievance procedures and file a FEHA claim directly with the  
          Department of Fair Employment and Housing.  A verified complaint  
          filed with the DFEH then becomes subject to the administrative  
          process by which the department investigates and attempts to  
          resolve the complaint.  If after 150 days the department does  
          not file an accusation or if the department finds, at any  
          earlier time, that there is insufficient evidence for an  
          accusation to issue, the plaintiff-employee may request a  
          right-to-sue notice, which is the green signal for the filing of  
          a complaint in superior court.

          The FEHA also allows a complainant to withdraw a complaint at  
          any time after the complaint was filed.  Generally, the reason  
          employees from the private sector go to the DFEH with their FEHA  
          discrimination complaint is to take advantage of the less costly  
          administrative process in trying to resolve a dispute with their  
          employer, and to take advantage of the investigative powers of  
          the state agency, the results of which they can use when they  
          later go to court.
          With public agency employees however, the process is more  
          cumbersome and at times confusing, because a public agency  
          generally has an internal grievance process that by ordinance or  
          statute an employee is required to exhaust before seeking  
          redress in court.  When a FEHA claim is involved, an employee  
          can become mired in the administrative procedures, which could  
          also involve the federal Equal Employment Opportunity Commission  
          for a federal employment discrimination claim, and the State  
          Personnel Board for a retaliation claim by a state employee.

          3.    Other pending legislation to permit parallel actions in  
            administrative and judicial fora

           In SB 705, the sponsor and the author emphasize the need to  
          resolve the well-documented exhaustion of administrative  
          remedies quagmire in the appellate courts, so that litigation  
          may be focused on the substance of these complaints rather than  
          on whether administrative remedies have been exhausted.  This  
          has a lot of merit, of course, for public employees, because  
          they are the ones with the mandatory exhaustion of  
          administrative remedies problem.  Administrative review and  
          adjudication could take almost as long as a court action, and  
          could end up costing the employee a lot of money if he or she is  
          paying attorney's fees for representation at that level.  The  
          approach taken by this bill is only one of several that have  
          been presented over the years.
                                                                      



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          For example, current pending legislation relating to  
          whistleblower retaliation cases would cut through the  
          administrative process at the State Personnel Board by allowing  
          a plaintiff-employee to request, as early as at the same time a  
          verified complaint for a violation of the California  
          Whistleblower Protection Act is filed with the SPB, a  
          right-to-sue notice, and requiring the SPB then to issue one  
          within 10 days of the receipt of the request (SB 220, Yee).

          Perhaps the author may wish to consider looking at FEHA instead  
          of the Labor Code and evaluating whether the FEHA procedure for  
          administrative review may be truncated in the same manner as the  
          CWPA is being amended by SB 220.  Thus a complainant may seek  
          redress in both the administrative and judicial fora  
          concurrently.

          4.    Bill would instead establish that neither exhaustion of  
            administrative remedies nor judicial review of an  
            administrative decision is a precondition for filing a civil  
            suit
          
          It is undeniable that the process of getting a case into court,  
          when an administrative review process is invoked first, has  
          become extremely complex at times, and quite frustrating at all  
          times.  The cases cited in Comment 2 all involved internal  
          grievance procedures mandated by the public agency, sometimes  
          the DFEH administrative review process, sometimes the SPB  
          review.  And some cases involved filing a  complaint in court  
          after an adverse ruling in an administrative setting, in which  
          case, there is a writ petition for review of the administrative  
          ruling that must first be brought and granted to allow the  
          filing of the lawsuit.
          This bill would bypass all of these proceedings to allow the  
          filing of a civil action in superior court when the alleged  
          violation involves an employee's right that the Legislature  
          determines to be based on a fundamental public policy of the  
          state.  Even though the "fundamental public policy of the state"  
          from which an employee draws a right as an employee brings to  
          mind "employment discrimination" immediately, there are other  
          public policies such as the policy to protect whistleblowers  
          (affecting both private and public employers), the policy to pay  
          fair wages, and others.  

          Under this bill, an exception to the avoidance of the exhaustion  
          of administrative remedies and/or judicial review that this bill  
                                                                      



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          would establish would be where the Legislature expressly  
          requires these steps to be taken.  Thus, if this bill were  
          enacted, there may have to be conducted a study of the statutes  
          affecting employment rights in order to determine where a  
          statement of the Legislature's intent must be added to require  
          exhaustion of administrative remedies or judicial review of an  
          adverse administrative ruling first before a civil action is  
          filed.

          Another exception would be where a collective bargaining  
          agreement expressly provides that exhaustion of administrative  
          remedies is required.  How this fits into contracted-for  
          grievance procedures is not clear.

          5.    Results of employer's administrative review would be  
            admissible in a subsequent civil proceeding involving same  
            parties, same rights
           
          This bill would provide that the results of an employer's  
          administrative review process shall be admissible in a  
          subsequent civil action involving the same rights and the same  
                            parties.

          In general, a court reviewing an administrative decision would  
          base its decision on the sufficiency of the evidence that was  
          presented, the due process involved in the review, and whether  
          the result was arrived at fairly and according to the legal  
          constructs of applicable law.  However, this part of SB 705  
          would apply to a court action, filed in superior court, either  
          before, during, or after an internal administrative review  
          process, which is supposed to be a de novo hearing, with the  
          parties presenting their case as if it had not been heard by  
          another forum prior.

          While this new rule would certainly expedite the judicial  
          process and perhaps reduce costs, it may be a good idea to  
          examine the ramifications of making the evidence in a prior  
          administrative hearing admissible in toto in a subsequent de  
          novo hearing more closely.  

          6.   Arguments in support, opposition
           
          In support of this bill, the Consumer Attorneys of California  
          state that "[a]mbiguities in existing law have resulted in the  
          unpredictable interpretation of illegal employment practice  
          rules.  These inconsistent and unclear guidelines have confused  
                                                                      



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          employees and prompted additional litigation concerning the  
          acceptance of administrative determinations.  SB 705 helps to  
          provide consumers clarity in the resolution of illegal  
          employment claims. ? By permitting the employees to engage in  
          internal administrative procedures without fear of losing their  
          access to the courts, SB 705 facilitates pre-litigation dispute  
          resolution and effectively lightens court loads."

          On the other hand, the California Chamber of Commerce states  
          that SB 705 "would reverse long-established California Supreme  
          Court precedent upholding the rule of exhaustion of  
          administrative remedies. The rule is that unless there is a  
          statute expressly providing otherwise, administrative remedies  
          must be exhausted.  This rule extends to internal employer  
          administrative remedies as well, such as grievance procedures,  
          where the Legislature has not specifically mandated its own  
          administrative review process. ... SB 705 proposes to do just  
          the opposite - employees would never have to exhaust  
          administrative remedies unless the Legislature has expressly  
          provided otherwise. ...SB 705 would violate public policies  
          recognized by the Supreme Court in support of exhaustion of  
          administrative remedies, including promotion of judicial economy  
          and mitigation of damages.  Moreover, many employers provide  
          internal procedures in order to promote and facilitate early  
          resolution of workplace issues and problems.  SB 705 would  
          encourage employees to bypass these procedures and go straight  
          to the courts. ... We believe SB 705 will result in unnecessary  
          and wasteful litigation which will hurt California employers and  
          further burden our court system with workplace disputes that  
          could have been resolved outside of the courts."


           Support  : Consumer Attorneys of California

          Opposition  : California Chamber of Commerce

                                        HISTORY
           
           Source  : California Employment Lawyers Association (sponsor)

           Related Pending Legislation  : 

          SB 220 (Yee) would allow a state employee with a retaliation  
          complaint for whistleblowing to request a right-to-sue notice at  
          the same time or after the filing of a complaint with the State  
          Personnel Board, and require the SPB to issue such a notice if  
                                                                      



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          requested.

           Prior Legislation  :  None Known

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