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HomeMy WebLinkAbout2002-10-15 City Council (2)TO: City of Polo Alto C ty Manager’s Report HONORABLE CITY COUNCIL ~) FROM:CITY MANAGER DEPARTMENT: COMMUNITY SERVICES DATE:OCTOBER 15, 2002 SUBJECT:CITY OF PALO ORDINANCE CMR: 401:02 ALTO ANTI-DISCRIMINATION POLICY REPORT IN BRIEF This report transmits the Policy and Services Committee recommendation to the City Council to direct the City Attorney to draft an~Anti-Discrimination Policy Ordinance and. directs staff to draft an implementation plan for City Council approval. Funding for this program will come from current appropriations within the Community Services Department. This report discusses the protected groups the ordinance will address, the scope of the ordinance as it pertains to City functions and activities, enforcement provisions and other activities contained in the implementation plan. CMR:40~:02 Page 1 of 4 RECOMMENDATION The Policy and Services Committee recommends that the City Council 1) direct the City Attorney to draft an Anti-Discrimination Ordinance and 2) approve the implementation plan. BACKGROUND The Anti-Discrimination Ordinance proposal was developed from a City Council discussion during the fall of 1998. The Human Relations Commission (HRC) created a subcommittee to research what other cities were doing regarding anti-discrimination issues. In comparing other city municipal codes to the City of Palo Alto, the HRC subcommittee members noted that the City of Palo Alto had little in the Municipal Code prohibiting discrimination. An outline of a draft ordinance was prepared and presented to the HRC. In January 1999, the HRC reviewed and approved the subcommittee’s recommended ordinance policy statement. A public hearing was held to obtain public comments on the proposed ordinance outline on May 13, 1999. As a result of the public hearing, the HRC revised the ordinance policy statement to incorporate a number of the public’s suggestions. On June 10, 1999, the HRC unanimously approved a revised version of the proposed ordinance policy statement that refined some potential exceptions to the ordinance and provided additional details on protected groups and enforcement prbvisions. At its November 8, 1999 meeting, the City Council asked the City Attorney to draft an ordinance for City Council consideration, develop a staff analysis of existing City anti- discrimination policies and a legal analysis of the proposed ordinance (Attachment A.) On June 11, 2002, the Policy and Services Committee reviewed information provided by the City Attorney and recommended that an Anti-Discrimination Ordinance be drafted by the City Attorney, and asked the City Manager to draft an implementation plan and timeline for the ordinance. DISCUSSION The proposed ordinance provides a comprehensive policy statement that addresses the City functions that are not covered by federal or state anti-discrimination legislation. The policy statement is: It is the policy of the City of Pal0 Alto to affirm, support and protect the rights of every person within its jurisdiction to be free from the effects of arbitrary discrimination, and to be entitled to equal accommodations in all services and programs offered, funded, or sponsored by the City or that are provided in a City facility. The proposed ordinance lists the following protected categories: CMR:401:02 Page 2 of 4 A.Race B.Age C.National origin D.Housing status E.Color F.Religion G.Ancestry H.Marital status I. Gender J. Disability K. Sexual orientation L. Familial status The proposed ordinance will cover: City contractors (employment nondiscrimination) City employment City funding 1. Human Services Resource Allocation Process (HSRAP) 2. Parties receiving subsidies or in-kind contributions from the City []Real Estate 1. Longterm leases 2. Hourly rental leasing for a period of more than 29 consecutive days []City housing (subsidized housing funded by the City, except for legitimate housing projects designated for the disabled or senior populations) [] City events, facilities and programs The ordinance has several enforcement provisions. There is a provision that addresses violations that involve City employees and the enforcement responsibilities of City department heads. The ordinance also identifies enforcement provisions when City contractors are involved. Upon adoption of the Anti-Discrimination Ordinance, the City’s Human Resources Department will establish management, supervisory employee responsibilities and employee responsibilities, as well as create a complaint procedure similar to the existing Harassment in the Workplace Policy and Procedures. A mandatory training program for all employees will be created. The new ~training program will be incorporated into the mandatory training sessions that are currently required On diversity, violence in the workplace and harassment in the workplace. An informational program will be established to first inform all City staff about the ordinance by using a number of mechanisms including City Manager hosted meetings, department meetings, division staff meetings, and pamphlet such as "Harassment in the Workplace" for each employee, as well as articles in the employee newspaper, "In the Loop". City contracts will include specific requirements to comply with the anti-discrimination provisions. These are contracts between contractors, parties receiving city funding, subsidies, or in-kind contributions and parties leasing property or facilities. The City Attorney’s Office will make the necessary changes to City contracts in order to comply with the Anti-Discrimination Ordinance. CMR:401:02 Page 3 of 4 RESOURCE IMPACT The costs to implement the plan will be minimal because the City has the systems in place to address the action items needed to implement the Anti-Discrimination Ordinance. Funding for this program will derive from current appropriations within the Community Services Department. No additional funds are requested at this time. Additional funding may be requested during the 2003-05 budget process. POLICY IMPLICATIONS Should the Anti-Discrimination Ordinance be established, there will be necessary ¯ changes in the City’s Municipal Code, contracts, employee mandatory training, orientation programs and the manager training program. ENVIRONMENTAL REVIEW The proposed recommendations do not necessitate any environmental assessment as defined by the California Environmental Quality Act (CEQA) and is not ~ubject to CEQA requirements. ATTACHMENTS Attachment A:City Attorney’s Report, "Review of Human Relations Commission Anti-Discrimination Ordinance Proposal" PREPARED BY: OZA-HOWARD Director of Human Servic.e.a_____ .-/- DEPARTMENT HEAD:-<~’~ ~-~]-~--~~ "~~ PAUL THILTGEN Director of Community Services CITY MANAGER APPROVAL: ~t~t City Manager CMR:401:02 Page 4 of 4 FROM CITY ATTORNEY April 15, 2002 ’ THE HONORABLE ~ITY COUNCIL Palo Alto, California Attention:Policy & Services Committee ~:¯RE:-"Review of Human Relations Commission Dis~rimfnation Ordinance Proposal ’ Dear Members.. of the Coun.cil: Anti=, This report forwards two legal analyses of .the above.- referenced matter. I am also including several of the relevant sections, of ex.isting .City law and policy. The more recent repor~ was prepared by Michael G. ¯.Colan.tmono., Esq.,and completed on April 12, 2002 after consultation with this office.Mr. Colantuono’ s report :.::orep.~esents the position of. this office. The report concludes that the HRC’ s anti-discrmmination proposals are legally .:achievable, except with respect to housing - and non-city empl.oyme, n.t which are fields preempted by state law. The report ~.~g.iaddresses neither the policy desirability of the proposals nor ;,tie ~dminisgrative costs and impacts. These areas are very sig£~ifica~, b:ut largely outsi.de the scope of legal review. I am also inclGding a report prepared by Jeffrey B. ~" Hare, Esq., at my requesm, in December 1999. Mr. Hate’s report .....~oes into valuable detail on severa! issues, and I thought it -.~ould be -useful to share with Council.Mr. Hate’s report includes the HRC’s original proposal.:::’~ ¯ . Fin~ally, I have included copies of several existing :~City anti-discrimination materials. As an example, the City </currently requires contractors ~o certifZ their compliance with anti-discrimination laws. My preliminary review suggests, as 020415 sm 0053019 THE HONORABLE CITY COUNCIL April 15~ 2002 Page 2 RE:Revlew of Human Relations Commission Discrimination Ordinance Proposal Ant i - ¯Mr. Colantuono concludes, tha< the City can do more in the area of non-residential leasing and City programs and services. "Doing more" can take several forms ranging from ordinances to policy resolutions (.which could be implemen<ed, by the City Manage~). I-look forward ~.to assisting the Council in this regard.Mr.Colanzuono will also be. available ~.upon request. Res AR {L PIERRE CALONNE City Attorney APC:sm Attachments .cc:Human Relations. Commission MichaelG. Colantuono, Esq. 020415 srn 0053019 ATTAC By Electronic and U.S. Mail MEMORANDUM TO: FROM: DATE: FILE: RE: Ariel Pierre Calonne, Palo Alto City Attorney Michael G. Colantuono, Esq. April 12, 2002 ~ 10677-0011 Propo sal of Human Relations Commission to Updatethe City-of Palo Alt0’s Anti-Discrimination Ordinances - Introduction and Summary of Conclusions. As you asked, I write to provide our analysis of the proposal by the City’s Human Relations Commission (HRC) to update the City’s anti- discrimination ordinances. Broadly stated, the proposal would protect members of 12 ’~protected groups" from discrimination on account of theirme~ersh~ip in One of more¯ of the gro~2s. The proposal would protect these group members xn se~lces. ~ne b~ate beglsm~re has pre~~~ ~lUgislate w~th respect to dism~i~fi~;?’.~-~fi~d~g]fig and in ~~5~~~ It is an open q~estion whether the Ci~ may legislate agaNst discrimNation in Ci~ employment, although we thi~ appropriate means.to. address this goal can be identified ~ any event. Thus, the oppo~ni~:for the;~ity to.adVance the pu~oses of the Commission’s proposal is ~eatest with respect to~}ifclud~g ,,~te~s:~a~go~.~g~g~ti~l leases) and in Ci~ pro~ams and se~"~es: discussion of these issues follows. The Proposal. The HRC recommends that the City adopt a statement of policy opposing ¯ discrimination. It recommends the City further that policy statement by legislating against discrimination against members of the following "protected groups": CALONN-I .WPD ArM Pierre Calonne, Palo Alto City Attorney April 12, 2002 Page 2 Race Color Gender Age Religion Disability (to be defined as in state and federal laws). . : ~:. National Origin Ancestry ¯ Sexual Orientation " . Housing status (to be defined.similarly:to Cook County, Illinois ordinance; to protect renters, residents of subsidized housing; and persons who are currently unho~se...,d). Marital Status; and Familial Status .... The proposed ordinance "should cover the following topics": Employment by the City; Contractors for the City will be required by contract not to discriminate in employment against the protected groups; - Parties receiving funding, subsidiesor in-kind contributions from the City will be...:, reqfiired to agree not {o discriminate against the protected groups; . Parties leasing property from the City for a period of mor~ than 29 consecutive days ~¢iI1 ’ be required to agree not to discriminate against the protected groups; All City subsidized housing shall not discriminate against ~any of the protected groups, except in cases of legitimate senior or disabled housing projects; The City shall not discriminate against any of the protected groups in the provision of any City program, facility or event. ~. : .. Given the state of the law, we think these proposals are best analyzed as raising these issue areas: City employment, City contracting (including service contracts; funding contracts, and non- . ’.,- residential leases), and City programs and services. The HRC recommends that the following enforcement mechanisms be .included in the ordinance: discipline for City employees who violate the ordinance, debarment of Contractors, lease termination, and termination of subsidies. In addition, the HRC recommends that direction be given to all departments heads to enforce the ordinance "with respect to activities under their control" and that the City Manager and HRC "be given authority to investigate alleged violations CALONN~I.WPD Ariel Pierre Calonne, Palo Alto City Attorney Apri! 12, 2002 Page 3 with the City Manager bei.ng given ultimate authority to determine penalties.’’1 The following "exemptions" are proposed, as well: ~-~~~’~6~’~gN~gfl~e~gloabled is exempted fromthe age. discriminat, ion provision; . Groups tha provide NN~:~N~~ to minors may restrict pa~iciPation by ~N~d~ :~d~r; Employment R:{.f~mity ~embers shallnot be construed as employment discrimination; ~~ops~ " 1~ - " ..... ’: ~’~- ~"~~" ~:~’:~-and Slmlla~~s’ ’ ~. N .... ~’":" ~;~:~:~ for the blind" or . disabled shall be. authorized to iestrict emplo~em to the c0~unities ~hey’serve; Employers may discrim{nate on the basis of bona fide occupational qualifications, as defined under federal law; A legitimate seniofiW system in employment; as defined ~der federal law, shall not be. considered discriminatow; and, ~: -~ .-:: . -.. This. law shall not prohibit regidential landlords Kom requiring the same financial obligations of all tenants. Preemption of Employment and Housing Anti-Discrimination Ordinances by the Fair Employment andHousing Act. Discrimination in employment and housing is proscribed by a number of state and federal laws. The Fair Empl6yment and Housing Act (FEHA) is the state’s primary anti,discrimination statute and it provides a broad range of remedies for discrimination against many (but not all) of the "protected groups" identified by the HRC. That statute preempts local legislatii~n in this area. Government Code Section 12993(c) states: "While it is the intention of the Legislature to occupy the field of regulation of discrimination in employment and housing encompassed by the provisions :of this part, exclusive of all Other laws banning discrimination in employment and housing by any city, city andcounty, county, or other potitical.subdivision of the state, nothing contained in this part shall be construed, in any manner or way; to limit or restrict the application of Section 51 of the Civil Code." (Emphasis added.) The California Supreme Court has interpreted this somewhat ambiguous provision to preempt ~This last remedial proposal requires creation of an administrative adjudication system. The City has power to do so, but complex and detailed issues will need attention in the drafting of such a system. We can provide advice on those issues at the drafting stage, if that woutd.be helpful to you. CALONN~I .WPD Ariel Pierre Calonne, Palo Alto City Attorney April 12, 2002 Page 4 local legislation to redress discrimination in employment and housing with respect to not only the potential bases of discrimination identified in FEHA, but on any other basis as we!l: "both of the predecessor statutes to .section 12993(c) indicate a legislative intent to s~tlvn 5 ! in subdivision (c),preempt only local law. ~qla~ refere,~c~ ~o Civil Code therefore, provides no support for the view that the FEHA was intended to. displace state laws relating to employment discrimination. Its purpose, rather, v~as to retain local enforcement authority against housing discrimination. Thus understood, subdivision (c) is harmonized with section 12993, subdivision (.a), which, as indicated, expresses a legislative intent not to displace 0~her applicable state taws.~’ Rojo ~. Kilger, 52 Cal.3d65, 78-79 (1990). The fact that Palo Alto is a charter city with power over "municipal affairs"~ that may not be preemptedby the Legislature, .which may legislate as to a.charter city o.nly with respect to matters of "statewide’" concern, does not change this result. In DelaneY vl Superior Fast. Freight,.. 14 Cal.App.4th 590 (1993); the Second District Court of Appeal invalidated a Los Angeles ordinance which forbade employment discrimination on the basis of sexualorientation when FEHA did not yet do so. The Court concluded that the Legislature had preempted the entire field of discriminationin employment and housing and, impliedly, found thi s.to be a matter of statewide concern. It.is an open question whether the Legislature may preempt .a. charteiTcity’ s regulation of discrimination with respect to its own employees. The somewhat dated decision of Warner.v. City of Los Angeles, 231 Cal.App.2d 904 (1965),~ allowed that city to compel a white fire fighter to dine with his non-white fellow firefighters while on duty. The court rejected the white fire fighter’s contention that one of FEHA’s predecessor statutes preempted the City’ s rule: "Appellant also contends that respondents [i.e., the city and its fire-department] are deprived of any power to make regulations designed to eliminate racial discrimination because the state has occupied the field by the Fair Employment Practice Act, Labor Code sections 1410-1432. We disagree. The regulations in question are designed to eliminate employee discrimination. The Fair Employment Practice Act has no provisions against direct discrimination by employees against other employees. Its thrust is a.gainst discrimination by employers and thus does not preclude regulations aimed at employee discrimination. [FN3] FN3 Respondents suggest in connection with the above argument of appellant that the F.E.P.A. does not apply to a chartered city as employer. In me.eting appellant’s point directly, we do not mean to imply that we agree or disagree with CALONN-I,WPD Ariel Pierre Calonne, Palo Alto City Attorney April 12, 2002 Page 5 responde~nts’ suggestion. Id. at 905-06.2 Palo Alto’s power over its employees derives from its charter~ which is authorized by Article XI of the California Constitution. Section 5(b) of that Article provides: "(b) It shall be competent in all city charters to provide, in additionto those--,-: ,; provisions ,allowable by this Constitution, and by the laws 0fthe State forl (1) the constitution, regulation, and government of the city police force (2)subgovern- ment in. all or-part of~a’ city (3) conduct of city elections and (4.)plenary authority is hereby granted, subject only to the restrictions of this article, to provide therein or by amendment theroto, the manner in which,.¯ the method by which, the..timos at which,-andthe’ terms for w.hich the several mfinicipal officers.and employees:;. ~ : . whose compensation is paid by the city shall be-electedor appointed, and for .. theii" ~emoval, and for theircompensation, and for the number .of deputies, .clerks and Other employees¯ that each shall have, and fog the compef~’sation~method of . ’ appointmerit; qualifications, tenure of office and removal of~such deputidS; clerks and other employees." (Emphasis added.) :. The emphasized language would seem to grant a charter city very broad exemption from the power of the Legislature With respect to employment law, However; the courts have nonetheless fouo:~.~~3~gtewide concern of sufficient weight to limit the sweep¯ of this .language a.~r~N:~?~:t~~~~~Nl~eNg2~er~cities San Leandro Police ’ Officers Ass ~ .v. Ci& ofS~n Leandro, 55 Cal.App.3d 553 (1976) (labor relations is not a m~icipal affair; cha~er ~ities are subject to the Meyers-Milias-Brown Act).. ThereNre, we must coneNde that-there, is a strong risk that the coups will, when they reach the question,: find state’s ~terest in preventing discrimination in the workplace similarly c0mpe!l~g.. Thus, we expect the coups to role FEHA does preempt the power of a cha~er city to dete~Ne whether and how t0 discriminate with respect to its own employees or whether and howto prevent such ’ discrimination. The 1NelNood.of this result would seem especiallp strong, if a ci~ sought to exempt Rself ~om FEHA’s requirement that employers not discriminate in violation ofi~e Act. However, the City does retain ~.~:;N~5~~Nb~g~,ity and its :~tmim:s~rauon, This power, whether expressed t~ough th~provisions of labor a~eements (which we ................."~ .............~’~*~ ............understan~~~~~N~g~) Or via adm~istrative regulations, is probably suffic~entlv,hma~9: -.-~ ~s~~~e have not 2The Delaney court distinguished the Warner decision and did not overrule it. 14 Cal.App.4th at 597. CALONN-I.WPD Ariel Pierre Calonne, Pal0 Alto City Attorney April 12, 2002 Page 6 been engaged to review the City’s current regime of anti-discrimination agreements, policies and regulations with respect to its Own employees. However, we conclude that the City can, i.fitchooses, find appropriate means to accomplish the goals of the HRC proposa!. with respect to protecting City employees from discrimination. " No General t~reempti°n °fCity Regulation of the Conduct of its Contractors. In coritrast to housing and empRiyment digcrimination, the City retains broad power to pfeVer~: discriminationvia the terms on which¯ it contracts for services, to provide subsidies a,ndother- funds, and to lease its non-residential property. In Alioto’s Fish Co.~, )Ltd. "¢.Hi~ma~ Relations Commission of the City of San Francisco, 120 Cal.App.3 d 594(1981); the City iso~glit t0 enforce prdvisions of a lease to restaurants operating ~n a city pier that required the restaurants to ¯ maintain anti-discrimination poli;ies in their employment practices. The restaurant c0nten.d;a that the lease provisions were preeriipted by FEHA, but-the courts disagreed: ... "both ~kii sta~and iederal LegiSlatures have concluded that nondiscrimination ~ - provisions in con~dts~t6 no~ in any meaningful way interfere with the ~i i ~i. administration of general laws prohibiting discrimination in empioymetit, Based upon the foregoing analysisl we conclude that the trial court erred in ruling that FEPA [the Fair Employment Practice Act, a predecessor to FEHA] occupied the field of employment discrimination so as to preclude the City from inserting nondiscrimination and affn’matiye action provisions in its ieaseswitii the Restaurants. Id. at 6062 Accordingly, the City may impose non-discrimination obligations on its contractors with respect to employment practices, treatment of clients and customers, etc.. and is notpreempted by FEHA from doing S:O.4 -’.’Contractors" in this sense would include lessees ~,f City non-residential property and recipients of City funding .....The City isNot Preempted from Preventing Discrimination in Its Own Progeams hnd Services. We con;lude that the City;s power to operate its own programh,~hd to govern its¯e!f ~To similar, effect is an early opinion of the California Attorney General. See 42 Ops.. Calif. Att’y Gen’l 169 (1963). ¯ 4The City must take care in exercise this power not to exceed its constitutional power, as by interfering with interstate or intercity commerce, or by seeking to regulate persons who.have -not brought themselves within the City’s jurisdiction. In addition, certain federal statutes, notably the Employee Retirement Income Security Act (ERISA), are preemptive with respect to particular issues. These, however, are drafting issues which need not distract the Council as it seeks to formulate policy direction with respect to the HRC proposal. CALONN-I.WPD Ariel Pierre CaIorme, Palo Alto City Attorney April 12, 2002 Page 7 pursuant to its charter also extends, to preventing discrimination in the City’s own programs and services~ provided, of course, thatthe City does not itself discriminate in violation of state and federal civil rights laws. This follows from the rationale of the Alioto’s Fish Co. and Warner ca~es cited above: if the City may prevent discrimination via its contracting power, and may. prevent discriminatory conduct by its employees, directed .at one another, it would seem.to follow that it has power to prevent discriminatory conduct by its employees directed at the City’s : . residents and other participants in City programs and at recipients of City services.. The research we have done to date has not provided direct authority on this issue,~however. Please let me know if you would like us to research this issue further. Comments on HRC’s Proposed Remedies.: The HRC proposes essentially three types of remedies: discipline of City employees, contractual remedies, and administrative enforcement by both the HRC and the City Manager. Discipline of City employees is, we understand, extensively regulated by the City’s charter, ordinances, policies, and labor agreements. It seems likely that the City already has authority to discipline employees who.willfully violate City policy. If so, implementation of the HRC proposal will require.policZ changes, but no change to the emp!oyee discipline rulgs. If changes to disciplini~ry policiesare required; the. City-must first bargain with its employee representatives under the Meyers-Milias-Brown Act before it may implement the changes. In any event, this issue can be addressed at the drafting stage, after policy direction is given by the City Council. Contractual remedies of the type suggested by the HRC would.all appear to be within the City’s contracting power, as demonstrated by the issues litigated in the Alioto’s Fish Co. ease. Administrative enforcement is also fully within the City’s power to provide, but involves both questions of policy and a number of technical,-drafting issues. cDmments on HRC’s.ProposedExemptions. The first and seventh of the exemptions suggested by the HRC (and set forth at the outset of this memo) relate to:housing issues and are therefore preempted.(except as to the, perhaps small, class of City contractors who are also landlords). The second exception, regarding age and gender discrimination in youth recreation programs, would appear to apply to the City’s own recreation programs. This exemption and the remaining exemptions can properly be applied to City contractors via the City’s contracting power. Conclusion. In sum, the HRC’s proposal is largely within the City’s power to adopt and to implement. However, the does City lack power to regulate discrimination in housing and’ employment. While the City’s power to legislative anti-discrimination rules with respect to the treatment of its own employees is doubtful, its administrative powers to manage its employees should allow accomplishment of the HRC’s goals by non-legislative means. The City retains power to prevent discrimination by those who choose to contract with it, whether to provide goods and services, to accept subsidies and other funding, or to lease City non-residential CALONN~I.WPD Ariel Pierre Calonne, Palo Alto City Attorney April 12, 2002 Page 8 property.5 The City also retains power to prevent discrimination in the delivery of its own programs and services. Whether and how to implement the non-preempted elements of the HRC proposal is, of course, a policy question for the City Council. If you have questions or comments about the advice stated here, please call me at (213.) 533-4146 or contact me ~ia email at mcolantuono@clrlawfirm.com. If we can provide further assistance with respect tO the analysis or implementation of this proposal, We would be.pl~’a;~d td do so. Thank you for the opportunity to assist! ~ .- 5Of course, the City may not impose additional contractual terms during the term of an existing contract. Accordingly, existing City contractors cannot be subjeeted to the new rules until their contracts are renewed. CALONN-I.WPD PALO ALTO HUMAN RELATIONS COMMISSION PROPOSED ANTI-DISCRIMINATION ORDINANCE ANALYSIS PREPARED FOR: ARIEL PIERRE CALONNE ................ CiViA :id y CITY OF PALO ALTO PREPARED BY: Tel: JEFFREY B. HARE Attorney at Law A Professional Corporation 80 North First Street San Jose California 95113 408-279-3555 Fax: 408-279-5888 Jbhlaw@pacbetl.net CONFIDENTIAL COMMUNICATION: ATTORNEY - CLIENT AND WORK I~RODUCT PRIVILEGE CONFIDENTIAL COMMUNICATION: ATTORNEY -- CLIENT AND ATTORNEY WORK ~RODUCT PRIVILEGE TO: FROM: DATE: SUBJECT: Ariel Pierre Calonne, City Attorney Jeffrey B. Hare December 15, 1999 PROPOSED ]~RC ANTI-DISCRIlYRNATION ORDINANCE OUTLINE INTRODUCTION On November 8, 1999, the Palo Alto City Council reviewed a requestby the City of. Palo Alto Human Relations Commission (H~C) to adopt an anti-discrimination ordinance in accordance with the policy statement and outline approved by the HRC on June 10, 1999, The City Council voted to direct the City Attorney.to prepaI:e an analysis of a proposed ordinance relative to existing state and federal guidelines, - SUMMARY The Human Relations Commission (HRC) of the City of Palo Alto has put together a comprehensive proposal for a discrimination ordinance, summarized in the form of an outline dated JUne21, 1999. In september, .1.999; the Calif0rnia-Legisiature substantially amended the California Fair Employment and Housing Act (FEHA) and the Unruh Civil Rights Act., effective January 1, 2000, including adding .the category of "’sexual orientation" to the list. of protected groups, and enlarging the scope of the Department of Fair Employment and Housing (DFEH)’s enforcement authority. Although there may be some minor issues with respect to preemption under federal law; depending on how the proposed Palo Alto ordinance is drafted, most of the proposed objectives in the HRC Outline could be adopted in the form of an ordinance consistent with state and federal law..The Palo Alto Municipal Code-aiready incorporates all applicable state arid federal discrimination provisions by reference, into its requirements imposed on contractors, and with minor modifications, could easily incorporate many of the amendments proposed by the HRC. Alternatively, the City could elect to enact a more comprehensive and far-reaching ordinance, such as that found in the San Francisco Administrative Code. Proposed HRC Anti-discrimination Ordinance . Page 1 of 20 CONFIDENTIAL COMMUNICATION: ATTORNEY -- CLIENT AND ATTORNEY WORK PRODUCT PRIVILEGE According to DFEH, it will be at least one year before the Department will beabl~., to_ !0mmulgate r.egulations.. and guidelines w!th r~spect..~o .the ~mendmen~ts .which- were enacted this year, In light ~fthe Legislative amendments enacted subsequent to the submission of the proposed HRC Outline, the Commission may want to consider whether it would be necessary to include all or substantially all of the proposed requirements set, forth in the Outline in the proposed ordinance, : ’ BACKGROUND As detailed in the City Manager’s Report1 dated November’ 8, !999~. and the attachments thereto, the concept of an anti-discrimination.ordinance originated in the Fall of 1998 as a result of concerns over the apparent lack of sufficient Palo Alto. ordinances . .to deai with the issues involving discrimination. One issue involved the use of the Lucie Stern center by a local Boy Scout Troop. The official policy of:the.National Council of the Boy Scouts of America is that homosexuality is inconsistent with ihe Boy Scout Oath and Law.2 The Palo Alto Mumc~pal Code does, not currently pr0hibit discrimination based on Sexual orientation, l~ut inasmuch as it requires compliance with "all federal and state laws," it effectively will include such a prohibition af~er January 1, 1999. As a result of these discussions, the HRC formed a subcommittee to research what other cities were doing, and reviewed ordinances from the cities~.o£ .Berkeley, San Francisco and Cook County, Illinois. From this, the subcommittee prepared an outline for a prop0sedordinance. On May 13, 1999, the HRC conducted a public hearing to consider comments related to the proposed ordinance, and ohJune 10, 1999, ti~e HRC approved a revised version of the proposed outline which it forwarded to the City Manager and City Attorney on June 21, 1999, a copy of which is attached hereto as Exhibit "A." According to the CityManager’s Report, the HRC incorporated: "a number of the public’ s. suggestions" made at the public hearing conducted on May 13th-, Although most of the comments:involved the use of the Lucie Stern Center by the Boy Scouts, there were also requests that the proposed ordinance should include provisions based on marital status, youth and gender. As noted below, the City Manager also indicated that the categories should also include "military discharge status" and "source of income." Proposed HRC Antiidiscrimination Ordinance Page 2 of 20 CONFIDENTIAL COMMUNICATION: ATTORNEY - CLIENT AND ATTORNEY WORK PRODUCT 1)RI~ILEGE This memorandum will review the key provisions of the HRC Outline, applicable provisions of state and federal law, and relevant portions of the mun!cipal ordinange.s Of San Francisco, Berkeley, Hayward and Palo Alto. DISCUSSION A.Proposed tIRC Outline The Outline submitted by HRC contains a Statement of Policy, a list og protected groups, and a proposed Scope of Coverage, as. well as provisions for enforcement and exceptions. The. Scope of Coverage contains the following categories: . a.Employment by the City. b.Contractors With the City, c.Parties receiving funding;:subsidies or in kind contributions. d.Parties:leAsing property from the City for more than 29 consecutiy.e days. e.City subsidized housing, except.for legitimate senior or disabled .housing. f.City programs, facilities.or events. The Outline includes a list of "protected groups" proposed to.be included in the ordinance. The proposed list of protected groups is as follows. The categories marked with an asterisk (*) are-currently listed in the Palo Alto Municipal Code ("PAMe") as protected categories for’contractors:a a..Race* b.Color* c.,~Gender d.Age e..Religion* f.Disability g,National Origin* h.Ancestry* i.Sexual Orientation j,Housing status k Marital status 1.Familial status The HRC Outline also included two categories not expressly listed in:;.either FEH~ or in the San Francisco or Berkeley ordinances: housing status and familial :status The I-IRe Outline notes that. the category of "housing status" .is to be defined similarly to The. City Manager’s Report states appears to add "source of income" and "military discharge status" to the other categories to be protected, neither of which is hsted in the HRC Outline. However, "source of income" has been added as a protected basis, of discriminalion with respect to the provision of housing accommodations. (SB 1098, amending § 12955). Proposed HRC Anti-discrimination Ordinance Page 3 of 20 CONFIDENTIAL COMMUNICATION: ATTORNEY - CLIENT AND ATTORNEY WORK ~RODUCT ~RIVILEGE the Cook County, Illinois, ordinance,3 and is designed to "protect renters, residents of subsidized housing, and persons who are currently unhoused." (from HRC Memo dated June 21, 1999). :’Familial status" is intended to address discrimination against families wi:h children, PAMC Chapter 9.74, ."Discrimination Against Families with Minor Children in Housing," makes it unlawful to discriminate in connection with providing housing accommodations, or to refuse to rent or lease or otherwise deny housing accommodations from any person, on tl~e basis of age, parenthood, pregnancy; or. ffi~ potential :or actu~.l tenancy-,of a minor child. (PAMC § 9.74.030). It has long been the case tlaat arbitrary discrimination based on familial status is a violation of the Unmh Civil Rights Act (Civil Code § 51, etseq.).4 B,Municipal Ordinances ¯o 1.City and County of San Francisco .. The codes,.of the" C~ty and County of San Francisco contXiff alcompi’ehensive ¯ series of ordinances which address issues related to discrimination. Section 3301 of the San Francisco Police Code states as. follows: It is the policy of the City and County of San Francisco to.eliminate discrimination based on race, religion, color, ancestry, age, sex, sexual orientation, gender identity, disability or place of birth within the City and County, Since 1972, the San Francisco Administrative Code-has barred the City from contracting with Companies that discriminate on the basis ofsexual orientation.5 -(San Francisco Administrative Code Chapter 12B). (A copy ofChapters 1.2B and t2C are attached as Exhibits "B"). Chapter 12B applies this prohibition to all contracts and proper~y contracts, and expands the list of protected groups to include domestic partner status, persons with Acquired Immune Deficiency Syndrome, HIV status (AIDSit-IIV status)~ and association with members of classes protected under Chapter 12B. A "property contract" is defined, in part, as follows: Proposed I-[R.C Anti-discrimination Ordinance Page4 of 20 CONFIDENTIAL COMMUNICATION: ATTORNEY- CLIENT AND ATTORNEY WORK PRODUCT PI~I~ILEGE "Property contract", shall mean a written agreement for the exclusive use or occupancy of real property for a term exceeding 29 days in any calendar year, whether by singular or cumulative instrument, (i)for the operation or use by others of real property owned or controlled by the City for the operation of a business, social, or other establishment or organization, including leases, concessions, franchises and easements, or (ii) for the City’s use or occupancy of real property owned by others ..... The term "property contract" does not include revocable at-will use or encroachment permits, street excavation, street construction or street use permit.s,:::or use. of City property which constitutes a public forum for activities .protected by the. First Amendment, or~vhich are primarily recreational in nature. " Chapter 13C of the San Francisco Administrative Code requires that all .contracts and property contracts include nondiscrimination provisions. The san Francisco Administrative Code also contains an extensive: list of exceptions and waiver provisions designed to provide the City with flexibility in~:the administration of its contracts. Some of these allow the City towaive the requirements when no other contractors are available. 2.City of Berkeley The City of Berkeley Municipal Code contains four chapters which prohibit discrimination against families with children and students (13.24), against employees by contractors with the City(13.26), on the basis of sexual orientation (13.28), and on the basis of AIDS and related conditions (13.30). These provisions contain substantially similar cat-;gories of protected groups as the San Francisco Administrative Codes. The Berkeley ordinance also references any state, federal or municipal ordinance. 3. City of Ha.yward The City of Hayward prohibits discrimination in employment practices by city contractors in both construction and "nonconstruction" contracts against any employee or applicant for employment on the grounds of race, color, religion, national origin, ancestry, place of birth, sex, sexual orientation, age, or disability. (Article 7, S ec. 2- 7.00),6 4, City of Palo Alto The Palo-Alto Municipal Code ("PAMC") currently requires contractors bidding for City contracts to provide a certificate stating that the contractor is in compliance with Proposed HI:t.C Anti-discrimination Ordinance Page 5 of 20 CONFIDENTIAL COMMUNICATION: ATTORNEY- CLIENT AND ATTORNEY WORK PRODUCT ~RIVILEGE all federal and California laws with respect to employment, and that if awarded the contract, will not discriminate in the employment of any person on the basis of race, color, national origin or ancestry, or religion. This requirement applies to contracts in excess of $5,000.00. (PAMC § 2.30.160). The Code also provides that any contractor found in violation of the State of California Fair Employment Practices Act ("FEHA"), or similar provisions of federal law or executive order in the performance of a City contract shall be found to be in material breach. (PAMC § 2.30. 170), C."::California Statutes.¯" .................................... Fair Employment andHousing Act ~EHA) FEHA (Government Codeb 4§ 12900 et seq), was enacted in 1980 as a combined codification of the Fair EMployment-Practices Act (FEPA) of 19159, and the Rumford Fair Housing ACt. FEHA established the Department of Fair: Employrri~ht and. Housirig (’.’DFEI-I")I whose function is to investigate, conciliate and seek redress ofdiscrimination claims, and the Fair ..Employment and Housing Commission (,Commission’?), which performs adjudicatory’and rulemaking functions.. If the Department is uffable to resolve a ~omplaint through conference, conciliation, and persuasion; it may pi:osecute the claim before the commission. Rojo v. Kliger (1990) 52 Cal.3d 65, 72.7 Generally speaking, FEHA makes it unlawful to ..-engage: in. specified discriminatory employment practices on the basis of race~ religious cree~d; color, national -origin, ancestry, physical handicap, . medical condition, marital status, sex, or age. FEHA also makes it unlawful to engage in specified discriminatory practices in housing accommodations .on the. basis ofrace,.color, religi0nl sex, maritalstatus, national ’origin, ancestry, familial status, or disability. Discrimination. in the area. of housing accommodations based on age ma.y be permitted in some circumstances, such as for the provision of housing for seniors only ..... As discussed, more fully below, a number of provisions of FEHA.were recently amended to add "sexual orientation" as a protected class with respect to both employment and housing discrimination. All statutory references are to the California Government Code unless otherwise specified. Proposed HRC Anti-discrimination Ordinance Page 6 of 20 CONFIDENTIAL COMMUNICATION: ATTORNEY - CLIENT AND ATTORNEY WORK 1)RODUCT laRI¥ILEGE 2. Unruh Civil Rights Act (Civil Code § 51, et seq). The courts have long interpreted the enumerated categories, of protected groups under the Unruh Civil Rights Act liberally, holding that the classifications contained therein were not exclusive, but illustrative only. Rolan v. Kulv~itzky (1984) 153 Cal.App.3d 289.8 In Rolan, the Court noted that the Los Angeles Municipal Code contained an ordinance making it an unlawful business practice to discriminate on the basis of an individual’s .sexual ~)rientation.9 However, the prohibition against discrimination under CC § 51 extends only to arbitrary classifications, and did not sevve. to prohibit a .medical building from refusing to lease to anyone .gther than medical doctors. Roth v. Rhodes (1994) 25,Cal.App,4t~ 530.1° The Court cited a number off.cases -for the principal that the classifications of CC § 51 were not exclusive, but illustrative only, and that the statute prohibits all arbitrary discrimination by business establishments. (Id.., at .537) , 3.: .LaborCode(§§ 1101, 1102, 1102..1) . .. Discrimination o~ different treatment in any. aspect of employment or opportunity for employment, as specified, based on sexual orientation, is prohibited pursuant to Labor Code § 1102.1. This provision, which was added in 1992, codified decisions upholding ’the prohibition of discrimination based on ’sexual orientation. EffectiveJanuar.y l, 2000, Labor Code {} 1102.1 is.:repeal~d, and incorporated into -FEHA. 1~.. : 4. California Civil Rights Initiative (CCRI.~ Article I, Section 31, oI" the California Constitution y~as enacted by initiative (Proposition 209) on November 5, 1996. The initiative provides, in part, as follows: (a) The state shall not discriminate against; or grant preferential treatmCn~t to, any individual or group on the basis of race, sex; color, ethnicity, or national origin in the operation of public employment, public education, or public contracting.. Subsection (c) . provides that nothing, in Section 31 shall be interp~,~ted as prohibiting bona fide qual~fications based on sex which are reasonably necessary to the normal operation of public employment, public education, or public contracting.12 A classification that passes muster under Title VII of the Civil Rights Act (see, infra), or FEHA, will pass muster under CCRI.Ia The intent of CCRI was to abolish affirmative. Proposed HRC Anti-discrimination Ordinance Page 7 of 20 CONFIDENTIAL COMMUNICATION: ATTORNEY - CLIENT AND ATTORNEY WORK PRODUCT 1)RIVILFq:t~ action programs which were seen as providing undue advantages to some protected classes. Federal Law There are several federal statutes and regulations which govern discrimination in employment, housing, and with respect to persons with disabilities. Included among . these are the Fair Housing Act Amendments of 1988, Title VII of the Civil Rights-Act of 1954 (42 .U.S.C §: 2000e), the Americans with Disabilities JkCt of 1990; and’the EmploYee Retirement Income Security Act (ERISA). For purpose.s of this n~emorandum, a detailed analysis of these provisions is not really necessary at this time, inasmuch as both FEHA and the Unruh Civil Rights. Act specifically provide as much or greater levels of protection under California law as ~hat provided in the federal statut~e~’. A more detailed analysis o£ applicable federal law may-be more appropriately considered in conjunction with the drafting of the actual ordinance .... FEHA .deliberately seeks to provide greater protection-than.is affoi-ded under existing federal taw with respect to discrimination against protected groups in the areas of employment, housing and public contracts. Under California law; FEHA confers rights either greater than, or .at a minimum no less than, those afforded pursuant to federal law, .such ~s the Fair Housing Act Amendments of 1988,14 or the Americ~.ns witl~ Disabilities Act of 1990.15 Similarly, the California Unmh Civil Rights Act also seeks to provide as much or more protection as provided under the Americans with Disabilities Act of 1990.16 Depending on the scope of coverage of the proposed ordinance, there may be additional issues with respect to the dormant Commerce Clause, and possible preemption under ERISA. In Air Transport Association of America, et M., v. City and County of San Francisco, et al., the .United States District Court concluded that San Francisco’s Administrative Code, which imposed a requirement that all contractors provide domestic partners benefits to their employees, was subject to the strictures of the dormant Commerce Clause.1~ With respect to plaintiffs’ assertion that San Francisco’s requirement was preempted by ERISA, the Court conducted an exhaustive and d.etailed analysis of the various components of the benefits covered under the domestic partners Proposed I-I~C Anti-discrimination OrdNance Page 8 of 20 CONFIDENTIAL COMMUNICATION: ATTORNEY-r,CLIENT AND ATTORNEY WORK PRODUCTI~RIVILEGE ~’ ; requirements, and concluded that some, but not all, of the requirement was preempted under ERISA. While there is nc~thing specifically menticmed in the proposed HRC Outline that would extend the scope of coverage to include similar provisions requiring domestic parmers benefits for all contracts with the City, care should be exercised in drafting the specific language of the ordinance itself to avoid potential preemption problems, of this nature. E.Legislative Changes ~ Iri September, 1999, the California Legislature enacted several, interrelated civil rights bills containing a numberof substantive changes to FEHA and the Unruh Act: These provisions will go into effect on January 1, 2000.18 Two summaries of the legislative changes pi’epared by.DFEH a~g attached as Exhibit "C." In additio~..t0 adding "sex6~il brient~ition" tothe list: of categories pro:~ected under FEHA:..in .employment as well as housing discrimination, the amendment re, peals Labor Code §:11.02; 1.; which .was added in i 992 i~ pi:ohibiidiscrimination based on sexual orientation, ~d_incorp6rates the prohibition, along with the legislative intent,into FEHA. The amendments shift authority to enforce employment claims based on sexual orientation to DFEH from the Labor Commissioner. One significant impact of this amendment is that such claims will now. be subject to the ’0he--year statu~e of limitations under FEHA, rather than the 302day limit under the Labor Code. Tl~e broad, intent of FEHA is set forth in § 12920. Effective January 1, 2000, FEHA §: 12920 has been amended to read, in part, as follows: 12921). It is hereby, declared as the public policy, of" this state that it is necessary 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 gexual orientation. Further, the practice of discrimination because of race, color, religion, sex, marital status, national origin, ancestry, familial status, disability, or sexual orientation in housing accommodations is declared to be against public policy. (Amendments underlined). Proposed HRC And-discrimination Ordinance Page 9 of 20 CONFIDENTIAL COMMUNICATION: ATTORNEY-CLIENT AND ATTORN).W WORK PRODUCT PRIVILEGE Other amendments to FEHA include express provisio~:,s that discrimination ba~ed on the enumerated categories includes a perception that t_~e person has. any of the. characteristics, or is associated with a person who has or is p,~rceived has having any of those characteristics 19 The protection against unlawful haras~ment has been extended to persons who provide services pursuant to a contract.2° Age discrimination may be shown using the disparate, impact theory of proof.21 Another change is the addition of sexual orientation as an impermissible basis of discrimination i~ housing:~}.-According to DFEH’ FEHA.already prohibits sexual orientation discrimination in housing through its incorporation of the Unruh Act. In addition, FEHA has been amended to add "source of income" as a protected basis of discrimination with ~e..spect to the provision of hous!ngl..:accommodatio~ns. "Source of Income" is defined as lawful, verifiable income p.aid~directly to.a tenant or to a representative ~f a tenant.~ Starting January 1,. 2000, DFEH will have jurisdiction to enforce Civil Code § 51.5, which prohibits business establishments from. discriminating against, boycotting, blacklisting, or refusing to contract with any person on the basi~ of rac.e, creed, color, national origin, sex, or disability, and includes a prohibition based on association or Perception of these characteristics..Note that this amendment, does not !ncIude the. ..haracteristic .of. ’Isexual orientation.~’_ ..This. amendment.als0.eliminates-..t:he private right of action for enforcement of this provision. ~4 According to DFEH, it will be at least a year before .regulations wi!l-be promulgated which will provide further guidance for interpretation of some of the amendments enacted this year. F.Boy Scouts Lease One of the _concerns which triggered the request to review ~he Palo Alto Municipal Code provisions related to discrimination was the use of the Lucie S~ern Center by the Boy Scouts. According to Bill Fellman, Real Property Manager for the City of Palo Alto, the Lucie Stern Center was constructed and bequeathed to the City, in part, for Scout programs. Presently; approximately one-fourth of the space at the Center is occupied by a local Boy Scout Troop pursuant to a lease agreement with the City. Proposed HRC Anti-discrimination Ordinance Page 10 of 20 CONFIDENTIAL COMMUNICATION: ATTORNEY -- CLIENT AND ATTORNEY WORK PRODUCT PRI~)’ILEGE ’ Community Services also uses the Center, and periodically may rent rooms to other community groups. In addition to the Center, the Sea Scouts have a building on City- owned land, and the Girl Scouts also own their own building on land owned by .the City.2~ Pursuant to the proposed "scope of coverage" under the t~C Outline, it is presumed that each of these organizations would be subject to the requirements., imposed by the ordinance, unless otherwise exempted. The issue with respect to City lease agreements with scouting organizagions has received considerable attentionin the media, and occupied the overwhelming,-majorityof the discussio.n during the HRC public hearing on May 13t~... This issue was also the subject of two California Supreme Cour~ rulings in 1998, which concluded that the Boy Scouts was not a business establishment under the"Unmh CivilRights Act.26 In the uncodified segment of Assembly Bill 1001, related to Legislative. intent, Section 1, it is .expressly. stated that in incorpoyating the..prohibition against discrimination on the basis of sexual orientation previously contained in Labor Code 1102.1 into FEFIA, as follows: ..... Any conduct that would have been a violation ofSection 1102.1 ... shall be deemed a violation of this act. Nothing in this section is intended to alter the definition of employer with regard to any bona fide scouting .organization covered under Section 1102.1 of the Labor Code. as it read on December 1, i.~.99...~....mphasis added) ............ Section 1102.1 expressly excludes from its definition of "employer" a "religious association or orporation not organized for private profit.’aT Under FEHA, the term "employer" is similarly defined (§ 12926).. ANALYSIS A.Preemption As.noted, there are some minor but nonetheless potential preemption issues with respect to federal laws and regulations, depending on the extent to which the proposed ordinance would include certain requirements affecting benefits or extend the scope to reach extraterritoria! areas. More detailed analysis of the federal preemption issues might better be conducted when more specific information about the ordinance becomes available. In the meantime, due to the express intent of both FEHA and the Unmh Civil Proposed HRC Anti-discrimination OrdNance -.Page 11 of 20 CONFIDI~NTIAL COMMUNICATION: ATTORNEY- (~LIENT AND ATTORNEY WORK PRODUCT PI~IVILEG~, Rights Act to meet or exceed the minimum standards required under federal laws and regulations, it is adequate to evaluate the HRC Outline in light of existing California law. The preemption provision in FEHA is set forth in § 12993, which, as amended by AB 1001, expressly provides, in part, as fol!ows: (a) The provisions of this part shall be construed liberally for the accomplishment of the purposes thereof. Nothing contained in this part shall be deemed to repeal any of the provisions of the Civil Rights Law or o£ any .other law of this state relating to discrimination because of.race, religious crg,ed, colo~r, national origin~ ancestry, physical-disabitity;~’:mer~al-. disability,’~mediCal cohdition, marital status, sex, age, or~exual Orientation., unless thdse provisions provide less protection to the enumerated, classes of persons covered under this part. (c) While it is the intention of the Legislature to occupy the ’field Of regulation of discrimination in employment and housing .encompassed by the provisions, of this part, exclusive of all other laws banning discrimin~.tion in employment and housing by any city; :city and. county; -county, or other political subdivision Of the. state, nothing’Contained in this pax shall be construed, .in any manner or way, to limit or restrict the application of Section 51 of the Civil Code. In 1993, .the Court of Appeal ruled that a local ordinanc~ which imposed a gener.al -tYro-hibiti-6~ on z~i~.irn-i~n-gti-~.~i~t-~mI5~y~m~nt--~.n-..~h~b~giY-6f-ge~g~-fi~-~t-~i~ was preempted. Delane’y v. Superior. Fast Freight (! 993) 14 ’Cal. App. 4th 590. . Plaintiff argued that Los Angeles Municipal Code § 49.72, which prohibited discrimination in employment based on sexual orientation, was preempted by Government Code § 12993(c). The Court noted that the Labor Code had recently been amended vcith the addition of § 11.02.1 to codify earlier decisions and an Attorney General opinion upholding prohibition against discrimination on the basis of sexual orientation.aS The Court declared that even if it could be assumed that a.city was legally capable’of crea.ting a right of action between a third persons by ordinance; plaintiff’s claim based upon the Los Angeles Municipal Code was preempted by state law. The Court further noted that the City Attorney had expressly warned that the ordinance, enacted in 1979, raised questions of possible state preemption. Proposed HRC Anti.discrimination Ordinance Page 12 of 20 CONFIDENTIAL COMMUNICATION: ATTORNEY -- CLIENT AND ATTORNE-Y WORK ]PRODUCT I)RIVILEGE Plaintiff argued that since FEHA, at that time, did not ban discrimination on the basis of sexual orientation, the ordinance was not within the "field encompassed by the provisions of this part." (Delaney, supra, 14 Cal.App.4th at 597), The Court disagreed, and noted that FEHA.was enacted as the amalgamation of two. separate former statutes which contained provisions displacing local regulation. The Court ruled, in part, that: [FEHA’s] purpose is to preempt local law, but to retain local enforcement authority against housing discrimination under section 5.t~ of the .Civil Code. . - Discrimination on the basis of sexual orientation is an appropriate ground for statewide regulation, as is evidenced by the recent amendment, of the Labor Code... ’ (Id., at 597-598.). (Emphasis added). The Court in Delaney noted that amici Curiae had pointed’ out that a number of. California cities and counties had adopted ordinances similar to that of Los Angeles, prohibiting discrimination in employment on the basis of sexual orientation. The Court found that although the Los Angeles Ordinance was preempted with respect to its prohibition against discrimination in employment, it distinguished other provisions where preemption challenges were rejected on other grounds. One relevant example where the C0u~ rejected a preemption claim involved imposition of a nondiscrimination requirement pursuant to a_ municipal lease agreement. In Alioto’s Fish Company, Ltd, v. Human Rights Commission of San Francisco (1981) -120 Cal.App.3d 594, several restaurants challenged the imposition of nondiscrimination provisions of Chapter 12B of the san Francisco Administrative Code, pursuant to leases with the Port Commissionl The restaurants argued that the nondiscrimination pr~visions were preempted by FEPA (a predecessor to FEHA). Tl~e Court concluded that Chapter 12B was a proper exercise of the City’s power to enter into contracts. "A careful analysis and comparison of FEPA and the provisions of chapter !2B, however, compels the conclusion that the Legislature did not intend to preclude municipalities from including nondiscrimination provisions in their leases." (Alioto % supra, at 604.) Moreover, the Proposed HRC Anti-discrimination Ordinance Page 13 of 20 CONFIDENTIAL COMMUNICATION: ATTORNEY -- CLIENT AND ATTORNEY WORK PRODUCT PRIVILEGE Court concluded that there was no conflict between the provisions under FEPA and Chapter 12B of the Administrative Code. (Id.) Nothing contained in either the current or amended provisions of FEHA would appear to prohibit the City of Palo Alto from requiring contractors with the City to comply with the ~nti-discrimination provisions of a duly-adopted ordinance, so long as the scope of the requirements does not reach so far as to adversely impact interstate commerce or otherwise violate federal law. It is not clear Whether Palo Alto could go as -far-ii~ San Fraficisco,. . given the latter’s lengthy history of su’~l-iprovisi~’fi~ However,-it would appear that the City of Palo Alto could tmpose requirements along the lines suggested in the HRC Outline to any party under eont.ract with the City. This would effectively permit the City to impose, such requirements on many of the categories listed in the Outline ~’Sc0pe oi’ Coverage" section,.~in~tifldingc0ntractbi-s, parti~.r~cei¥ing fundi~ng, subgidi~s~, or in-kind cohtributions;~ a~d p~rti~s lea~i:ng prdperty ¯ or facilities fro~rriitie’City of Palo Alto. ..... Wha~ is.not as clear is the extent to which the City:c0uld impbse responsiSility, . and liabilityfor violations, upon City employees, pursuant to the ordinance. It would.be prudent to first consider the existing provisions of the Merit Rules,-MOAs, Policy and Procedure. Manual, and other applicable regulations and guidelines affecting municipal .............. -=emptoyees,:a.o. . . - ~- ....................... B.-Enforcement The HRC Outline proposes a number of enforcement provisions, such as making violation a cause of disciplin~ against City employees; barring City. contractors from further contracting for a designated period; and termination of a lease or subsidies. In addition, the Outline proposes that "Responsibility for enforcement of.the ordinance be placed on all~partment heads-~~vith respect to activities under their control." Obviously, the enforcement provisions should provide for apl~ropriate substantive and procedural due:process requirements, and should not contravene existing contractual- agreements, MOAs, or other similar arrangements To the extent that violation would be a cause for discipline against a City employee, every .appropriate and necessary step, including t~g,:must be taken to ensure effective compliance.~ Proposed HRC Anti-discrimination Ordinance Page 14 of 20 CONFIDENTIAL COMMUNICATION: ATTORNEY -- CLIENT AND ATTORNEY WoRK PRODUCT PRIVILEGE , ’ " Another consideration is that DFEH seeks to enforce the provisions of FEHA through "confe~-ence, conciliation, and persuasion," it may be worthwhile to consider whether the proposal of a separate disciplinary process would, be preempted or duplicative of existing DFEH enforcement procedures. C.Exceptions The HRC Outline proposes a number of exceptions, including provisions that would exempt senior and disabled housing from the age discrimination provisions; exempt groups thag provide recreational services to minors froih.age restrictions; .non- profit workshops and similar retiabilitation services for the"blind; bona fide, occupational qualifications ("BFOQ"); and legitimate seniority systems, as defined under federal.law. This section also proposes to provide ~hat"employment of family members shall not be construed as employment discrimination, and that landlords shall not be: p-)ohibited from requiring the same financial obligations of all tenants. Existing and amended provisions of FEHA and the Unruh Act already provide for a number of these exceptions. For example, the characteristic of "age’. is-not included among the list of protected groups under the FEHA provisions that apply to housing. "Employee" is defined so as not to include any individual employed by his or her parents, spouse, or ’child, Or 0:ny individual employed under a special license in a nonprofit .............sheltered -wo rkshop-or-rehab ilit ati-on-facility. ~ 2--WN~--~glh~t rental housing, FEHA has been amended to clarify that the landlord must assess the standard only against th~ portion of the rent to be paid by,the tenant where the tenant receives a subsidy,~a and a housing provider is required .to account for the aggregate income of persons residing together "on the same basis" as the aggregate income of married persons ~esiding together,a4 Therefore, most of the exceptions proposed by the HRC have already been addressed,~ or will be addressed in the amended provisions of FEHA. However, in reviewing the exceptions under the San Francisco Administrative Code,-there are numerous additional exceptions and waiver provisions that appear to provide the City and County of San Francisco tremendous flexibility to deal with issues, such as where there are no other available contractors to perform the work; where specialized litigation Proposed HRC Anti-discrimination Ordinance Page 15 of 20 CONFIDENTIAL COMMUNICATION: ATTORNEY - CLIENT AND ATTORNEY WORK PRODUCT PRIVIL~,~CE requirements; or where the contract which would otherwise be in violation of the express terms of the ordinance would be in the best interests of the City.~5 Because the PAMC currently requires compliance with "all federal and state laws," many contractors might find themselves subject to the Legislative amendments January 1, 2000, It is presumed that there are some existing City contractors who might possibly find themselves .violation, for example, if they operate .in contravention of the new requirement respective to "sexual ofientationY The use of Lucie Stern Center by the Boy Sc~.uts~. may.it~m ~)u~ tO be only one of several situations that need t~.be reviewed in light, of tl~e new ~Legisli~tion. To the extent that the HRC seeks to impose iestrictions pursuant to its contracting authority which exceed the requirements under-FEt-IA or the Unruh Civil Rights Act(i,e,, "housing status" or "m!litary di;charge Statfis"), k may want to consider providing exceptions and/or waivers for long-standing..cont~i~cts, or provide for a pha.sing-in period. .. ~. With respect to the use of the Lucie Stern .Center l~i) . the -Boy Scouts, some conSiderationshould be given to the fact that both the Courts..:and: the Legislature found grounds on which to ,exempt "bona fide scouting organizations" from new requirements with respect to discrimination based on "sexual orientation." This would not prohibit the City, pursuant to its contracting authority, from imposing such a requirement, but care should.be ..taken to ensure-that any restrictions be .-appl!ed even- handedly as to all similarly-situated programs utilizing publicly-owned facilities or operating on City-owned land. ’ In light of the number of substantive amendments to FEHA and the Unruh Civil Rights Act, it might be possible tp ~ccomplish most Of HRC’s goals with relatively, minor modifications of the existing provisions of the Palo Alto Municipal Code, Proposed HRC Anti-discrimination Ordinance Page 16 of 20 CONFIDENTIAL COMMUNICATION: ATTORNEY- CLI]~I’qT AND ATTORNEY WORK PRODUCT PRI~EGE :’ CONCLUSION It appears that many, if not most, of the anti-discrimination provisions proposed by the Palo Alto Human Relations Commission have been addressed and/or enacted in various Legislative measures signed by the Governor in September, 1999, and due to go into effect on January 1, 2000 To the extent that the Palo Alto Municipal Code requires that contractors certify compliance, with all state and federal law, the Legislative amendments will effectively amend the PAMC to incorporate many of these changes as of January ~t; :2000/":.Since all employers (with certain exceptiofi.s) will be!required to comply with the newrequirements under FEHA, the imposition of the new requirements pursuant to contract will have little additional impact to the extent that they mirror the FEHA requirements~ .To the_ extent that the City seeks to impose extraordinary requirements not: contained in the amendments to FEHA, care shotild be ta.ken to avoid potential preemption issues with respect tO federal law, and consideration should be-given to adoption of appropriate exceptions and waiver provisions to allow the City maximum flexibility inthe management of its contracts and real property agreements CRM Number 381:99. Curran v. Mt. Diablo Council of the Boy Scouts.of America (1998) 17 Cal.4~ 670, 681-82. It is generally understood that local Scout Councils are required to adhere to the national policy of the Boy Scouts of America. National policy does not expressly discriminate on the basis of sexual orientation, but has been interpreted to deny’advancement or leadership roles to homosexual members. I was unable to obtain a copy of the referenced Cook County ordinance. 4 Although the Unmh Act does not expressly include "familial status" in its list of Protected categories, the California .Supreme Court has declared that the classifications in Civil Code § 51 were not exclusive, but illustrative. Marina Point Ltd. v. Igolfson (1982) 30 Cal.3d 721,725 (holding that the exclusion of families with minor children from an apartment complex otherwise open to the general public was impermissible). The Court noted that the Unml~ Act’s "identification of particular bases of discrimination -- color, race, religion, ancestry and national Proposed HRC Anti-discrimination.Ordinance Page 17 of 20 CONFIDENTIAL COMMUNICATION: ATTORNEY - CLIENT AND ATTORNEY WORK PRODUCT PRIVILEGE origin -- [in the current version of the act].., is illustrative rather than restrictive." (Citing In re Cox (1970) 3 Cal.3d 205, 216.) 5 See, generally, Air TransportAssociation ofAmerica, et aL, v. City and County of San Francisco, e~al., 992 F.Supp 1149 (U.S.D.C. Notthern District 1998), granting in part and denyxng in part a challenge to a 1996 amendment to Chapter 12B adding the category of domestic partners to the list of protected .groups, and requiring contracting agencies to provide the same benefits to domestic parmers of employees as provided to spouses. Article 7 is referred to as the "Affirmative Action Contract Compliance Program of the City of Hayward. 7. :’, In Roj’h..v. Klige~,-the issue was whether FEHA p/ovidd~" the excl~isive remedy for injuries resulting from sex discrimination in employment, and the Supreme ’CoUrt concluded.that FEHA did not supplant other itate laws relating to employment discrimination, and therefore .held that.an employee need not exhaust the administrative process under the Act before seeking.judicial relief for nonstatutory causes of action. In Rolon v. Kulwitzky, plaintiffs were two lesbian women who brought an action against a privately ownedrestaurant under the. Unruh Civil Rights Act for unlawM discritninafion when they, were refused service in a semiprivate booth, and were offered service at a table.in the .main dining room. The restaurant’s policy allowed seating in the booths only by persons of the opposite sex, two-men, or couples ¯ with children. 9 10 ~.. LAMC C.hapter.IV,.article 12, Subdivision 1 of Section 49.74; . Ptidntiff Roth was not a medical doctor, but a doctor of podiatric medicine. Section 1 of AB 1001 states as follows: It is the intent of the Legislature that the purpose of this act is to incorporate, in.the California Fair Employment andHousing Act [...] the prohibition against discriminatior~ or diffeient treatment in any aspect of employment or opportunity for employment based on sexual orientation, contained in Section 1102~1 of the LaborCode, as that section read on Decembe~ 31, 1.999. As was the intent of" Section 1102.1 of the Labor Code, as that section read on December 31, 1999, this act is intended to codify the court decisions in Gay Law Students v. Pacific Telephone and Telegraph (1979) 24 Cal.3d 458 and Soroka v. Dayton Hudson Corp. (1991) 235 Cal.App.3d 654, prohibiting discrimination based on sexual orientation. Any conduct that wouldhave been a violation of Section 1102.1 of th~ Labor Code, as it read on December !, 1999, shall be deemed a violation of this act. Nothing in this section is intended to alter the definition of employer with regard to any bona fide scouting organization covered trader Section 1102.1 of the Labor Code as it read on December 1, 1999. - These "bona fide occupational qualifications" are often referred to by th~ acronym "BFOQ." 13 Volokh, The California Civil Rtghts Initiative: An Interpretive Guide, 44 UCLA L.Rev. 1335 (1997). For example, Gov’t Code § 12955,6 provides as follows: Nothing in this part shall be construed to afford to the classes protected, under this part, fewer rights or remedies than thefederal Fair Housing Amendments Act of 1988 (P.L. 100-430) and its implementing ¯ regulations (24 C.F.R. !00.1 et seq.), or state law relating to f~ir employment and housing as it existed prior to the effective date of this ~ection. Any state law that purports to require or permit any action that would be an unlavdul practice under this part shall to that extent be invalid. This part may be construed to afford greater rights and remedies to an aggrieved person than those afforded by federal law and other state laws. Proposed I-t:RC Anti-discrimination Ordinance Page 18 0f20 CONFIDENTIAL COMMUNICATION: ATTORNEY - CLIENT AND ATTORNEY WORK I~RODUCT ~RIVILEGE FEHA expressly incorporates .the American with Disabilities Act of 1990 only to the extent that the ADA provides zreater protections to person~ with disabilities than FEHA. § 12926(1) provides: (1) Notwithstanding subdivisions (i) and (k), if the definition of "disability" used in the Americans .with Disabilities Act of 1990 (Public Law 101-336) would result in broader protection of the civil rights of individuals with a mental disability or physical disability, as defined in subdivision (i) or (k), or would include any medical condition not included within those definitions, then that broader protection or coverage shall be deemed incorporated by reference into, and shall prevail over conflicting provisions of, the definitions in subdivisions (i) and (k). AB 1077, Section 1 sta~es as follows: It is the intent of the Legislature in enacting this act [amending Civil Code. § 51] to sl~engthen California law ir~ a~daswhere it is::~Veaker than the Americans with Disabilities Act ,0f/1990 and t0’-tetain. California law. when it provides more protection for individuals with disabiIities than the Americans with.Disabilities Actor 1990: (AB 1077, Stats 1992,Chapter 913). .... " 992 F.Supp 1149 (1998). The Court concluded that the provisions~ of the Administrative Code Were consistent with San Francisco’s "long history of taking a principled stand against discrimination based ort sexual orientation," ~noting that the City of San Francisco had prohibited discriminatio..n on the basis of sexual orientation, since 1972. The Court declared that the requirements would._-vi0tate .the dormant ~.-,- Commerce Clause "ouly if the burdens it places on interstate commerce are clearly ~xcessivein relation to the putative local benefits.". ~Id At 1164 - 65. Given San-Francisco’s long-.standing commitment to these principles,.-the-Court- concluded-that..the-City’ s-"legitimate local- public interestS: justified the minor, burdens imposed. However, the Court ruled that to the extent that the requir~ements .were. applied.to out-of, State conduct;n.o.t.r.elated to the purposes of the City contract, they were impermis_si.bly extraterr!torial, (Id). These bills includeAB 1001 (Villaraigosa); AB 1670 (Committee on Judiciary); AB 1541 (Keeley); SB 26 0Escutia); SB 211 (Solis); SB 1098 (Burton); SB 1148 (Burton); arid SB 382 (Haynes). Many of these bills were "double jointed" and contained similarly worded amendments to FEHA, which would go into effect depending on the date enacted. However, several of these, legislative items were signed by the.Governor on the same date and subsequently.filed together with the Secretary. of State. 19 Section 12926(m), amended by AB i670. Section 12940(h), amended by AB 1670. Section 12941.1, amended by SB 26. This amendment was in response io a decision in Marks v. Loral Corporation (1997) 57 Cal,App.4~ 30, which held that am employer could justify laying off older employees if salary was the reason. : Section 12920, 12955, and 12955.8, amended by SB 1001. Section 12955, amended by SB 1098. Note that this only covers payments made directly to the tenant, such as AFDC, bu~ would not apply to Section 8 housing assistance, which are paiddirectly to the property owner or landlord~~ :~ This amendment affects CC § 51.5 and Gov’t Code §§ 12930 and 12948; AB 1670,: It is my understanding that all of the Scout organizations mentioned operate pursuant to separate lease agreements with the City of Palo Alto, but do not pay any compensation for their.use or occupancy of City-owned facilities or land. Curran .v, Mount Diablo Council of the Boy Scouts of America (1998) 17 Cal.4a.670; Randall v. Orange County Council, ~oy Scouts of America (1998) 17 Cal,4~ 736, In Curran, a former Eagle Scout’s application to become an assistant scoutmaster was denied when it was discovered he was a homosexual, Proposed HRC Anti-discrimination Ordinance Page 19 of 20 CONFIDENTIAL COMMUNICATION: ATTORNEY - CLIENT AND ATTORNEY WORK ~RODUCT PRIVILEGE In Randall, plaintiffs were prohibiting from continuing their membership and ad-vancing in the Cub Scouts because of their failure or refusal to participate in religion-based elements of the scout program. Labor Code § 1102.1. provides, in part, as follows: (a) Sections 1101 and 1102 prohibit discrimination or different treatment in any aspect of employment or opportunity for employment based on actual or perceived sexual orientation. (b) For purposes of this section: (1) "Employer" as used in this chapter includes any person regularly employing five or more persons, or any person acting .as an agent of an employer, directly or indirectly, including the state or any political Subdivision of the state. (2) "Employer" as used in this chapter does not include a religious association or corporation not organize¢ for private profit, whether incorporated as a religious or public benefit corp0r~ationI - The Court in Delaney noted.that the Attorney General had issued.an:opinion.(69 Ops:Cal.At.ty.Gen 80 (1986) that existing Labor Code §§ lI01 and 1102 protected employees from discrimination on the basis of undisclosed or suspected homosexual orientation. The Court further cited Assembly Bill No. 2601, which added § 1102.1 to the Labor Code, noting that the Legislative intent was "to codify the court decisions in Gay Law Students v. Pacific Telephone and Telegraph (1979) 24 Cal.3d 458, and Soroka v. Dayton Hudson Corp. (1991) 235 Cal.App.3d 654: ’The federal court inAir Transport Assn. of America, supra, applied a balancing test between the City’s lengthy commitment to similar anti-discrimJnatibn provisions, and the impact on interstate commerce.--It-is-unclear-whether a-similar balancing test-would-se~we.to-uphbld similar reqmrements-where- th_e history Of anti-discrimination legislation was not as compreliensive or otherwise documented. It is my unde’rstanding that the City Manager, pursuant to City Council directive, is compiling a list of all relevant discrimination provisions. The specific steps to impose such requirements could be .developed along with development of the actual ordinance. Section 12926. Section 12955(n), SB 1098. For example, if the tenant’s share of the rein is $150.00 and the balance is paid by a subsidy, the landlord can only use a standard based on the tenant’s $150.00 share. If the total rein is $250.00 per month, the application of the standard "triple-rent" income standard would be $450.00, not $750.00. 34 Section 12955(m), SB 1098. See, generally, San Francisco Administrative Code Chapter 12B. Proposed HRC Anti-discrimination Ordinance Page 20 of 20 City of Pa] o Ako7 C ty M,a ager! Report TO:HONO~LE CITY COUNCIL FROM:CITY MANAGER DEPARTMENT: COMMUNITY SERVICES DATE: SUBJECT: NOVEMBER 8, 1999 CMR: 381:99 m AN m LATIONS COMMISSION P O OSE ,A TI- DISCRIMINATION ORDINANCEREQUEST RECO~NDATION = Staff is forwarding the City of Palo Alto’s Human Relations Commission’s (HRC) request that the Palo Alto City Council adopt an anti-discrimination ordinance in prin~cipal as outliner in the enclosed policy ..statement and instruct the City Attorney to dr~ifl a detailed ordinance for Council consideration and enactment. The.City Attorney recommends that the City C.o.uncil also request. ¯ a’staffan)alysis of existing City anti-discrimination policies and,.a legal., analysis ofthe~proposed ordinance. BACKGROUND - " " The proposed anti-discrimination ordinance developed from a discussion of the City Council regarding the B_qy Sc.Q_Ut issue during the Fall of 1998. The HRC created a sub-committee to research what other cities were doing about anti-discrimination issues: The sub-committee. reviewed ordinances from the cities of Berkeley, San Francisco and Cook Coun.t.y..~, ~.l..i.inois.. In comparing these ordinances to the City of Palo Alto, the sub-c0mmittee members noted that the City of Pato Alto had little in the Municipal Code regarding discrimination and rental contracts. The sub-committee prepared an outline of a draft ordinance and presented it to the HRC. The HRC reviewedand approved the subcommittee’s recommended ordinance policy statement in January 1999. The HRC held a public hearing to obtain punic comments on. the.proposed ordinance outline on May 13, 1999. The minutes of the hearing are attachedl Many people supported {he proposed ordinance stating that.the ordinance would serve as a reminder that Palo Alto is a community that will not tolerate discrimination. One member of the public questioned whether this Ordinance was the correct approach to housing discrimination, stating, that state taw addresses the issues involved ’with housing discrimination and preempts any local regulation. Some people spoke against the ordinance because it would negatively impact the Boy Scouts; stating that the organization.could lose the use of the Lucie Stem facilities as well as other city owned facilities. As a result of the forum, the HRC revised the policy statement to incorporate a number of the public’s suggestions, On June 10, 1999, the HRC unanimously approved a revised version of the proposed ordinance policy statement which refined some potential exceptions to the ordinance. and provided additional details on protected groups and enforcement provisions. C~R:381:99 " Page I of 2 City Manager, City Attorney From:Human Relations Commission Date:June 21, 1999 Su,bi ect:OUTLlrNE OF PROPOSED PALO ALTO ANTI-DISCRIMINATION ORDINANCE Here is .an outline of the proposed PMo Alto Anti-Discrimination Ordinance as approved atthe June 10, 1999 HRC meeting, - Statement of Policy The ordinance should contain a statement of policy. We suggest the following: It is the policy of the Cityof Palo Alto to affirm and support and protect the rights of eve~ person, within its jurisdiction toequal eoonomic, pglitical and .educational opportunity, to equal accommodations in all business establishments in.the.. City and to equal service and protection by all publicagencies of the City .... II,Defin.itioniPrgtected Groups T.he ordin~ce shouldhave a list of categories upon which disdrimination will be made unlawful. Each c.ategory sfiould have a legal definition. Our suggestion for. the 9ategories is.as follows: B. C, D. E, F, G. H. Race; Color; Gender; Age; Religion; Disability (to be defined as in state and federal laws); National Origin; Ancestry; Sexual Orientation; Housing status (to be defined’ similarly to Cook County ordinance, to pr,dtect renters, residents of subsidized housing,, and persons who are currently unhoused); Marital status, Familial status (families with children) III,Scope of Coverage The ordinance should cover the foilowing topics: A, Employment by the City of Palo Alto; IV Contractors for the City of PaIo Ako will be required by contract not to discriminate in employment against the protected groups; Parties receiving .funding, subsidies or in kind contributions from the City of Palo Alto will be required to agree n6t to discriminate against t.he protected groups; Parties leasing property from the Ci.ty of Palo Alto for a period of morethan 29 consecutive days will be required to agree not to discriminate against the protected groups; _ All City subsidized housing shall not discriminate against the protected groups, except in the case of legitimate senior or disabled housing project; The City shall not discriminate against any of the protected groups ,in-the provision of any City program, facility or event. Enforcement: The usual enforcement provisions applicable to other City ar:dinances such as the admiaistrative penalties found in the Palo Alto Municipal Code section 1.12 and 1.18, IV Enforcement provisions should also include the foll0wing: Violation of:the ordinance may be a cause of digciplineap to a~d including d!scharge aga!nst City employees who violate the ordinance..;: City .contractors who violate the ordinance may be barred from further contracting with the City for a designated period (i.e,, one year); The City shall have the right to terminate any and all leases if the lessee violates the ordinance, Violationsby recipients of subsidies may result in termination of subsidies, .Responsibility for enforcement of the ordinance be placed on all departmentheads with respect to activities under their control and that the City.Manager and Human Relations Commission ~hould be given authority to investigate alleged violations with the City Manager being given the ultimate authority to determine penalties Exe,eptions: Housing set aside for seniors and the disabied .is exempted from the age discrimination provision; No Groups that provi.de recreational services to minors may restrict participati.on by age and gender; C.Employment of family members shall not be construed as emplo-yment discrimination; Do Non-profit sheltered workshops and similar rehabilitation services for the blind or disabled shall be authorized to restrict employn~ent to the communities they serve; 2 Employers may discriminate on the basis of bona fide occupational qualifications as defined under federal law; A legitimate seniority system in employment, as defined under federal law shall not be considered discriminatory; This law shall not prohibit residential landlords from requiring the same financial obligations of all’tenants, Documont Sec. 1 lB.’.’-’_. Sec, Sec, i ;!..1.? 4 Sec.! All Contracts and Property Contracts to Include Nondiscrimination Provisions; Definitions. Nondiscrimination Provisions. Human Rights Commission Empowered. Nondiscrimination Guidelines. Chapter Applies Only tO Discriminatory Employment Practices. Nonapplicability, Exceptions and Waivers. Severability. SEC, 12B.1. ALL CONTRACTS AND PROPERTY CONTRACTS TO INCLUDE NONDISCRINII2NATION PROVISIONS; DEFENITIONS. . 1 of 3 (a) All contracting agencies of the City, or any department thereof, acting foro~ on behalf of the City and County,: shall include in all contracts and property contracts hgreinaffer ex~ecuted or amended in any manner or as to any portion thereof, a provision obligating the contractor not to_discriminate on the basis of the fact or perception of a person’s race, color, creed, religion, n~tion~l Origin, ancestry, age, Sex, sexual orientation, gender identity, domestic partner status, marital status, disability or Acquired Immune Deficiency Syndrome, HIV status (AIDS/t-IIV status), association with members of classess protected under this chapter or in retaliation’for opposition to any practice~ forbidden undm: this chapter against any employee of, any City employee working with, or applicant for employment with Such contractor and shall require such contractor to include a similar provision in allsubcontracts executed~0r amended thereunder. (b) " No contracting agency of the City, or any department thereof, acting for or on behalf0fthe City and County, shall execute or amend any contract or property contract with any contractor that discriminates m the provision of bereavement leave, family medical leave,, health benefits, membership or membership discounts, moving expenses, pension and retirement benefits or travel benefits as well as any benefits other than bereavement leave, family medical leave, health benefits, membership or membership discounts, moving expenses, pension and retirement benefits or travel benefits between employees with domestic partners and employees With spouses, and/0r between tl~e domestic partners and spouses of such employees, where the domestic partnership has been registered With a governmental entity pursuant to State or local law authorizing such registration, subject to the following conditions. In the event that the contractor’s actual cost of pro’riding a certmn benefit for the domestic partner of an employee exceeds that of providing it for the spouse of an employee, or the contractor’s actual Cost of providing a certain benefit for the spouse of an employee exceeds that of providing it for the domestic partner of an employee, the contractor shall no:t be deemed to discriminate in the provision of benefits if the contractor conditions. providing such benefit upon the employee agreeing to pay the excess costs. In addition, in the event a contractor is unable to provide a certain benefit, despite takingreasonable measures to do so, the contractor shall not be deemed to discriminate in the provision of benefits if the contractor provides the employee with a cash equivalent.(c) Definitions. As used in this.Chapter the following words and phrases shall have the meanings ¯ indicatedherein: ’"Age" shall mean the age of any employee or applicant for employment who has attained the age of 40 years and has not attained the ag.e of 65 years. For the purposes of this Chapter, discrimination because of age shall mean dismissal from employment of, or refusal to employ or rehire any person because of his or her age, if such person has attained the age of 40 years and has not attained the age of 65 years, if the person is physically able and mentally competent to perform the services required. Age limitations of apprenticeship programs in which the State or its political subdivisions participate shall not be considered discriminatory within the meaning of this Chapter. "Amend’~ shall mean to substantively change.the terms of a pre-existing contract, and shall not include amendments to decrease the scope of work or the amount to be paid under a contract Construction change orders shall not be construed as contract amendments for the purposes of this Chapter. "City" shall mean the City and County of San Francisco. "Commission" shall mean the Human Rights Commission of.the.City and County of San Francisqo. "Contract" shall mean an agreement for public works or improvements to be performed, or fox goods or services: to be purchased dr grant~ to be provided, at the expense, o.f the Ci:t31~Dd Cou. ~nty or to be paid out of moneys deposit~d in the t~’easury or out of trust moneys under :~he controt ~o~ .olle~cted. by. the City andCounty; and does not include property contracts, agreements entered into after, June 1, 1997 pursuant to settlement of legal proceedings, contracts for urgent litigation expenses, or contracts for a cumulative amount of $5,000 or less per vendor in each fiscal year. . "Contractor" means any person or persons, firm, partnership, corporation, or combination thereof, who enters iatoa cdn(ract or property.contract with a department head or.o .~¢~.r empow.ered by.law to enter into contrac~so’r’PrdpertY c0ntr~ts on the part ofthe~City and.C0unty:. ~.~ .. .... .i.~I ~. ¯ ,,Director shall mean th,e D~rector of the Human Rights Commission. , .. : " ... ...Disabiiity~’ shall megna~ physical or mental impairment which(substantially limits one ormore major life activities, or a rec~,rd Of Such an impairment. "Domestic partner" shall mean any person who has a currently registered domestic partnership ~dtha governmental-body pursuant to State or local law authorizing such registra.tma, " "Gender identity" shall mean a person’s Various individual attributes as they are Understood to be masculine and/or feminine. "Property contract" shall mean a written agreement for th~ exclusive use or occupancy Of real property for a tm-m exceeding 29 days in any calendar year, whether by singular Or cumulative instrument, (i) for the operation dt Use by others of real property owned or Controlled. by the City for the operation of a business, Social, or other establishment or organization, including leases, concessions,, franchises and easements, or (ii) for the City’suse Or occupancy of real property owned by others, including leases, concessions, franchises and easements. For the purposes of.this Chapter, "exclusive use" means the right to use or occupy real property to the exclusion 0f others, other,than the rights reserved by the fee owner. "Property contract" shall not include a revocable at-will use oi encroachment permit for the use of or ei-tcroaehment, on City property regardless of.the ultimate duration of Such permit, except that i"property. contract" shall include such permits granted to a private enti,ty for the use of City property for the purpose of a for-profit activity. "Property contract" shall also not include street excavation, street construction or street use permits, agreements.for the use of City right-of-way where a contracting utility has the power of eminent domain, or agreements governing the use of City property which constitutes a public forum fbr activities that are primarily for the purpose of espousing or advocating causes or ideas and that are generally recognized as protected by the First Amendment to the U.S. Constitution,. or which are primarily recreational in nature. "Qualified disabled employee" shall.mean a person able to perform the essential functions of a job with reasonable accommodation. "Sex" Shall mean the character of being male or female. "Sexual orientation" shall mean the status of being lesbian, gay, bisexual or heterosexual. "Subcontract" shall mean an agreement to (i) provide goods and/or services, including construction labor, materials or equipment, to a contractor, if such goods or services are procured or used in the fulfillment of the contractor’s obligations arising from a contract with the City, or (ii) to transfer the right to occupy or use all Or a portion of a real property interest subject to a property contract to a subcontractor 12/9/99 5:12 Ph and pursuant to which the contractor remains obligated under the property contract. "Subcontracto)" means any person or persons, firm, partnership, corporation or any combination thereof, who enters into a subcontract with a contractor. Such term shall include any person or entity who enters into an agreement with any subcontractor for the performance of 10 percent or more of any subcontract. (d) The requirements of this Chapter shall apply to (i) any of a contractor’s operations within San Francisco; (ii) a contractor’s operations on real property outside of San Francisco owned by the City or which the City has a right to occupy if the contractor’s presence at that location is connected to a contract or property contract with the City; (iii) where the work is being performed by a contractor for the City within the United States; and (iv) any of a contractor’s operations elsewhere within the United States. (Amended by Ord. 489-86, App, 12/18/86; Ord. 433-94, App. 12/30/94; Ord. 215-96, App 5/30/96; Ord. 440-96, App. 11/8/96; Ord. 481-96, App, 12/20/96; Ord. 201-97, App. 5/27/97; Ord, 286-97, App. 7/18/97; Ord, 255-99, File No. 991146, App. 10/8/99) ...... i. . SEC. 12B.2. NONI)ISCRIMINATION PROVISIONS. Every. c0ntractand property, contract for or on behalf of the City shall incbrporate by reference and require the contractor t~o comply with the provisions of Section 12B.2. In addition,_Ml contractors must incorporate by referenc’e in all subcontracts and require subcontractors to 9omply with the requirements set forth in Sections 12B.2(a) and 12B.2(c) through 12B.2(k), and failure to.do so shall Constitute a materla[ breach of contract. 3 of 3 12/9/99 5:12 In the performance of a contract the contractor agrees as follows: (a) The contractor or subcontractor will no’c discriminate against any ~mployee, City and County employee working with such contractor or subcontractor, or applicant for employment with such contractor or subcontractor on the basis of the fact or perception of that person’s race, color, religion, ancestry, national origin, age, sex, sexual orientation, gender identity, domestic partner status, marital status, disability, AIDS/Hrv status, or association with members of classes protected under this chapter or in retaliation for opposition to any practices forbidden under this chapter. Discrimination on the basis of sex includes sexual harassment as defined in Section 16.9-25(b) of this Code,. The contractor or subcontractor will take action to ensure that applicants are employedl and that employees are treated equally during employment, without regard to the fact or perception of their race, color, creed, religion, ancestry, national origin, age, sex, .sexual orientation, gender identity, domestic partner status, marital status, disability or AIDS/I-IIV status. Such action shall include, but not.be limited to, the following: Employment,’ upgrading, demotmn or transfer; recruitment or~recruitment-advertising; layoff or termination; rate:of pay 0r other forms of compensation; .and selection for~.tr_.ami.ng, includ ing .apprenticeship. Nothing in this Chapter shall require or prohibit the establishment of new classifications of employees in any given craft. The provisions of this Section with respect to age shall not apply to (1) terrmnation of employment because of the terms or conditions of any bona fide retirement or pension plan, (2) operation of the terms or conditions of any bona fide retirement or pension plan which has the effect of a minimum service requirement, and (3) operation of the terms or conditions of any bona fide group or insurance plan. The contractor or subcontractor agrees to post in conspicuous places, available to employees and applicants for employment, notices in such’form and content as shall be furnished or approved by the awarding authority setting forth the provisions of this Section. ~.. .~ - (b) The prime contractor shall state that the prime contractor does.no.t, and will not during the term of.the contract discriminate in the provision of bereavement leave, family medical leave, health benefits, membership or membership discounts, moving expenses, penslon and retirement benefits or travel benefits as well as any benefits other than bereavement leav.e, family medical leave, health benefits, membership or membership discounts, moving expenses, ,pension and retirement benefits or travel benefits between employees witi~ domestic partners and employees with spouses, and/or between the domestic parmers and spouses of such employees, where:the domestic partnership has been registered with a governmental entity pursuant to State or local law authorizing suGh registration, subject to the following conditions. In the event that the contractor’s actual cost of providing a certain benefit for the domestic partner of an employee exceeds that of providing it for the spouse of an employee, or the contractor’s actual cost of providing a certain benefit for the spouse of an employee exceeds that of providing it for the domestic partner of an employee, the contractor shall not be deemed to discriminate in the provision of benefits if the contractor conditions providing such benefit upon the employee agreeing to pay the excess costs. Inaddition, in the event a contractor is unable to.provide acer~ain benefit, despite taking reasonable measures to do so, the contractor shall not be deemed to discriminate in the prowsion of benefits if the contractor provides the employee with a cash equivalent. The Director shall be the final arbiter of a contractor’s or property contractor’s compliance or substantial compliance with this Chapter and the Director’s determination shall not be appealable to the Commission. Contractors shall treat as confidential to the maximum extent allowed by law or the i-equiremen~s of contractor’s insurance provider any request by an employee or applicant for employment for, domestic partner or spousal benefits or any documentation of eligibility for domestic partner dr spousal benefits submitted by an employee or applicant for employment. In adopting this Section 12B.2(b), the intent of the Board of Supervisors is to equalizeto the maximum extent legally permitted the total compensation between similarly situated employees with spouses and employees with domestic partners. In particular, consistent with the severability clause set forth in Section 12B.6 below, the Board of Supervisors intends that ifacourt or agency Of competent jurisdiction finds that a State or federal law, rule or regulation invalidates (1) the application of this Section to any business, person, type of compensation or benefit, or location; or (2) any other requirement of this Section, then the court or agency should sever 12/9/99 5:12 PM the invalid clause and leave in effect the remainder of this Section. (c) The contractor or subcontractor shall provide reasonable accommodation for qualified disabled applicants for employment and for qualified disabled employees. Said contractor or subcontractor need not provide reasonable accommodation if such would present an undue hardship An undue hardship may include but not be limited to more than a de minimus cost, violation of the seniority rights of other co- workers as established by a bona fide seniority system, or a health or safety risk to the employee or co- employees. The burden of establishing an undue hardship rests on the employer. (d) The contractor or subcontractor will in all solicitations or advertisements for employees placed by or on his or her behalf, state thatqualified applicants will receive consideration for employment without regard to the fact or perception of their race, creed, religion, color, ancestry, national origin, age, sex, sexual orientation; gender identity, domestic partner status, marital.status, disability or AIDS/I-IIV status. - ’ ’ (e) .~ The contr.actoi~ or subcontractor will send to each labor,union or [e.presentative of workers with which he or sh~ has a collective bargaining agreement or. other agreement dr. underst.anding, a notice, in such form and content as shall be furnished or approved by the awarding authority, advising the said labor union or workers’ representative of the contractor’s .or subcontractor’s commltments under this ¯ Section, and.shall post copies of the notice in conspicuous places available.t0.emp!0yees and applicants for employment. ¯ (f) The cont’ra~tor or subcontractor will permit access to its records 0f.,e.mployment, employment advertisements, appii~ation forms, and’rdther pertinent data and records by the Commissi0n, the- City’s awarding aui~h0rity 6r ~he Fair Employmentand Housing Commission~. for the purposes of in\,estigation to ascertain compliance with the nondiscrimination provisions of this Chapter, and upon.requestshall provid~ evidence that the .contractor has complied or will comply with the nondiscrimination prowsions of this Chapter. -(g) A contractor or subcontractor.shall be deemed to have br~.ched the nondiscrimination . provisions of this Chapter upon: (1) A finding by the Director or such other official who may be designated by the Commission, that the coN:ractor or subcontractor has wilfully violated such nondiscriminatfon provisions; or (2) A finding by the California Fair Employment and Housing Commission that a contractor or subcontractor has violated any provision of the California Fair Employment a~d Housing Act or the nondiscrimination provisions of this Chapter, provided that the California Fair Employment and Housing Commission has issued a final order pursuant to Section 12970 of the Government Code, or has obtained a judgment and order enforcing the final order pursuant to Section 12973 of the Government Code; provided further, that for the purposes of these provisions, an order or injunction shall not be considered final during the period within which (1) appeal may be taken, or (2) the same has been stayed by order of court,, or (3) further proceedings for vacation, reversal or modification are in progress before a competent administrative or judicial tribunal. (3) Upon such finding by the Director or other Official. designated by the Commission, or the California Fair Employment and Housing Commission, the awarding authority shall notify the contractor or subcontractor that unless the contractor or subcontractor demonstrates to the satisfaction of the Director or other official designated by the Commission, within such reasonable period, as ~he Commission shall determine, that the 9iolation has been corrected, actmn will be taken as set forth in Subparagraphs (h) and (i) hereof. (4) The Commission shall, within 10 days of the date of issuance of any finding by the Director or other official designated by the Commission for the enforcement of this Chapter, mail to any person or persons affected by said finding, a copy of said finding, together with written notice of the right to appeal such finding. Notice of appeal must befiled in writing with the Chairperson of the Commission within 20 days of the date of mailing said copy and notice. (5) F~r purpose of appeal proceedings under this Section, a quorum shall consist of eight members of the Commission. The vote of the majority of the .full Commission shall be necessary to affirm, reverse or modify such decisions, order or other action rendered hereunder. Sh0uld.a member of the 12/9/99 5:12 Commission be designated under Section 12B.2(g)(1) of this Chapter, that Commissioner may not participate in an appeal under this Section except as a witness. (6) The presiding oB.qcer of the Commission shall have the power to administer oaths to witnesses in appeals before the Commission under this Section. In the event that any person shall fail or refuse to appear as a witness in any such proceeding after being requested to do so, and if it shall appear to the Commission that his or her testimony, or books, records, documents or other things under his or her control are mater~al and relevant as evidence in the matter under consideration by the Commission in the proceeding, the presiding oiT~cer of the Commission may subpoena such person, requiring his or her presence at the proceeding, and requiring him or her to bring such books, records, documentsor other things under his or her contro!. (7) " All appeals to the Commission shall be open to the public. Recordi and minutes shall be kept of such proceedings and shall be .open to public inspection. Upon reaching a decision in any appeal, the Commission shall gi~iewri~ttgn notice thereof to the Director or otger offici.al~ designated by the Commission, and th~ appellar{i or appellants. The decision of the C.o_ mmis~i.~n._s.halt befinal unless Within 15 days of the filing, and seD’ice of written notice thereof appropriate legal proceedings are filed in a cou~t of competent jurisdiction by any party to the contract, property contract or subcontract. (8) If any contractor or subcontractor shall fail to appear at an appeal proceeding of the Commission after having been given written notice to appear, such failure to appear shall be grounds for termination of the Contract, property contract or subcontract, and such con_t.ra~tor Or subcontractor shall be deemed to have forfeited all rights, b~nefits and privileges thereunder. (9) ’ TheComm~ssion shall promulgate rules and regulations for the.implementation.of the nondis-cfimination provi.~iofls of this Chapter. . .:,.- " -"~ ¯ (h) ’ The aw},rding authority may deduct from the amount payable tothe, contractor or subcontr~ctor.byt!{e City under any contract or property contract ,subject to this Chapter, or may impose upon the c6ntractor or subcontractor, a penalty of $50 for each person for each calendar day during which such person was discriminated against in wolation of the provisions of this Chapter. In addition to any other penalties provided for the violation of the nondiscrimination provisio.ns of this Chapter or for the failure of any contractor or subcontractor tO abide by the rules and regulations of the Commission, the contract, property 0ntract Or subcontract may be terminated or suspended, in:Whole or in part, by the awarding authorityupon the basis of a finding as set forth in Section. 12B.2(g) that the contractor has discriminated contrary to the provisions of this Chapter, and all moneys due o, to become due hereunder may be forfeited to, and retained by, the City. (i) A breach of the nondiscrimination provisions in the performance of a contract, property contract or subcontract shall be deemed by the City to be material breach of contract and the basis for determination by the awarding authority that the contractor or subcontractor is an irresponsible bidder as to all future contracts or. property contracts for which such contractor or subcontractor may. submit bids. Such contractor or subcontractor shall not for a period of.up to two years thereafter, or until it shall establish and carry out.a program in conformity with the nondiscrimination provisions of this Chapter, be allowed to act as a contractor or subcontractor under any contract or property contract. (j) Nothing contained in. this Chapter shall be construed in any manner so as to prevent the City frompursuing any other remedies that may be available at taw, equity or underany contract or property contract. (k) The contractor or subcontractor will meet the following standards for compliance: (1) If the contractor or subcontractor has been held to be an irresponsible bidder under Section 12B.2(i) hereof, the contractor or subcontractor shall furnish evidence that it has established and ~s carrying out a program in conformity with the nondiscrimination provismns of this Chapter. (2) The contractor or subcontractor may be required to file with the Commission a basic compliance report, which may be a copy of the federal EEO-1, or a more detailed report as determined by the Commission. Wilful false statements made in such repdrts shall be punishable as, provided by law. No contractor or subcontractor shall be held in noncompliance for not filing such ~i report with the Commission unless it has-been specifically required to do so in writing by the Commission. ~2/9/99 5:12 (3) Personally, or through its representatives, the contractor or subcontractor shall, through ~ negotiations with the unions with whom it has collective bargaining or other agreements requiring the contractor or subcontractor to obtain or clear its employees through the union, or when the contractor or subcontractor otherwise uses a union as an employment resource, attempt to develop an agreement which will: (A)Define and outline responsibilities for nondiscrimination in hiring, referral, upgrading and training; (B) Otherwise implement a nondiscrimination program in terms of the unions’ specific areas of skill and geography, such as an apprenticeship program, to the end that minority workers will be available and given an equal opportunity for employment. (4) .The contractor or subcontractor shall notify the awarding authority of..opposition to the nondiscrimination provisions, of a contract by individuals, firms or or.ganizations during the term of the contract. (Amended b-y.!Ord[ 489-86, App, 12/18/86; Ord. 84-87, Ap~. 3/20/87; Ord. 433-94, App. 12/30/94; O?d. 215-96¢app 5/30/96; Ord. 440-96, App. 11/8/96; Ord. 481-96; App. !2/20/96; Ord. 201-97, App. 5127197; oral. 286-97, App, 7/18/97; Ord. 255299, i~ild i%;’.9.~1 ~)~6,Xpp 1018199) SEC. 12B.3. Hu MAN lllkiti.l S I:~lviMt~iuN EMPOWERED. The San Francisco Human Rights-Commissmn, its presiding officer and its director, arehereby granted the power to. doall acts and exercise all powers referred tO iflSection i~2B.2 hereof. (Addg0 by Ord.: 261-66,.App. 1.0/2.1/66) - .o., ’ - - ................... ~SEC. 1213.4.. NONDISCRIiNI[NATION GUIDELINES. The following nondiscrimination guidelines shall apply to all contracts and property contracts subject to this Chapter. In order to.:be el.igible to submit a bid or proposal or to have a bid or proposal considered by the awarding authority, the prospective contractor shall agree to abide by. a n ondiScrimination program which conforms to the requirements of the Commission.The Commission may also require contractors and subcontractors to take part in a pre-bid orpre- ~iward conference in order to develop, improve or implement a qualifying nondiscrimination program. (a) Nondiscrimination programs developed pursuant to this Section shall be effective for a period of 12 months from the date of approval by the Corrimiss~on. Contractors or subcontractors who are members in good standing of-a trade association which has negotiated a nondiscrimination program with the Commission may-make this associatmn program their Commitment for the specificcontract or proper~y contract upon approval of the Commission without the process of a separate pi-e-bid or pre-award conference. Such an association agreement shall be effective for a period ofl 2 months from the date of approval by the Commission. Trade associations shall provide the Commiss[0n with a list of members in good standing in such association. The Commission shall annually supply contracting agencies of the City and County with a list of contractors and subcontractors who have developed ap~’oved nondiscrimination programs. (b) The awarding authority shall be responsible for notifying all prospective bidders or proposers of the requirements of this Section and, when requested by the Commission, for notifying the Commission of each contract or property contract which is being proposed to be put to public bid. (c) The proposed nondiscrimination program described by this Section, and the pre-bid or pre- award conference which may be required by the Commission, shall, without limitatmn as to the subject or nature of employment activity, be concerned with such employment practices as: (1) Apprenticeship where approved programs are functioning, and other on-the-job training for nonapprenticeable occupatmns; 1 of 2 1219/99 5:13 I (2)Classroom preparation for the job when not apprenticeable; (3)Pro-apprenticeship education and preparation; (4)Upgrading training and opportunities; (5)Encouraging the use of contractors and subcontractors of all ethnic groups, provided, however, that any contract or property contract subject to this Chapter shall require the contractor subcontractor to provide not less than the prevailing wage, working conditions, and practices get, orally observed in private industries in the.City for such work; and (6) The entry of qualified minorityjourneypersons into the industry. (d) ’Nondiscrimination agreements resulting from the proposed nondiscnminatmn programs or the pro-bid or pro-award conferences shall not be confidential and may be publicized by the Commission at its discretion In addition, the Commission may.report to the.Board of Supervisors, either or~ request of theBoard oron its own initiative, on the progress or the problems whichattend the implementation of these~agreemetits 6r:"ad}" other aspect of enforcement ofthis~Chapter.~: (e) Any:job training or education program using the funds, fa..c.ilities; orstaffof the City wl)ich, the judgment of the Board of Supervisors or the Commission, can make a contribution to the implementation of.this Chapter shall submit reports to the Commissionas requested and shall be required to cooperate with the contractors, subcontractors and unions and with the Commission for the effectuation of the nondiscrimination programs developed under this Chapter. (Amended by Ord. 498-75,.App. 1/5/75; Ord. 201-97,-App. 5/27/97’, Ord. 286-97, App, 7/18/97) SEC. 12B.5. CHAPTER APPLIES ONLY TO DISCRIMINATORY EMPLOYMENT PRACTICES. .(a) This Chapter shall not confer upon the City and County o£San Francisco or any agency, board or commission thereof any power not otherwise provided by law to determine the legality of any existing collective bargaimng agreement and shall have application only to discriminatory employment p~:actices. by contractQrs or subcontractors engaged in the performance of City and .County contracts or property contracts. (b) - The Board of Supervisors shall appropriate such :funds from the General Fund .of the City, subject to .b~adgetary and fiscal provisions of the Charter, as it may deem necessary for the enforcement of this Chapter. (Amended by Ord. 340-68, App. 12/6/68; Ord. 201-97, App, 5/27/97) SEC. 12B.5-1. NONAPPLICABILITY~ EXCEPTIONS AND WAIVERS. 2 of 2 12/9/99 5:13 PM (a)The Director shall waive the requirement~ of this Chapter under the following circumstances: (1)Whenever the Director finds, upon the advice of the awarding authority, that there is only one prospective contractor willing to enter into a property contract with the City for use of City property on the terms and conditions established by the City, or that the needed goods, services, construction services for a public work or improvement, or interest in or right to use reaI property are available only from a sole source and the prospective contractor is not currently disqualified from doing business w~th the City, or from doing business with any governmental agency based on any contract compliance requirements; (2) If the contracting department, board or commission certifies in writing to the Director that pursuant to Administrative Code Sections 6.30 or 21.25 the contract or property contract is necessary to respond to an emergency which endangers the public health or safety and no entity which complies with the requirements of’this Chapter capable of responding to .the ,emer~gen..cy is immediately available; provided tl~at such certification must be made prior to the Controller’s coatract certification; . (3) ~.~ Where .th~ City’ A~t, torney certifies in writing to the Dir.e~ctor that the cont, ract involves spe~ialize~t~ iitigati6n r~quirements such that it would be in thg bei’[.inte~ests~0~the Cit)to waive the requirements of this Chapter.. (b) This Chapter shall not apply where the prospective contractor is a public entity and the Director finds that goods, services, construction services for a l?ublic work dr improvemeat or interest or right to use real property of comparable quali.ty or accessibility a~ are available under the proposed contract or property c.ontract are not available f~’om another source, or that the prdpose~t contract or property contract is necessary to ser~"a substantial public interest. .. -~ ’ (c) This Chapter Shall not.apply where the contrac_ting officer.finds tl~at the reqmrem~ints Of this Chapter Will Violate or are inconsistent with the terms or conditio.ns of algrant, subv~ention or agreement with a public agency or the instructions of an authorized representative of any such agency with respect to any such grant, subvention or agreement, lxovided that the c~ntractmg offic.er..:.~has made a good ’faith - attempt t0 ctiange the terms or conditions of any such grant, subven’~-iori or agreement to authorize application of this C~hapter. (d) Upon the request of a potential contractor or upon the contracting officer’s own initiative, after taking all reasonable measures to find an entity that complies with the law, the contracting officer may waive any or ~11 of’the requiremer~ts of this Chapter for any contract, property contract Or bid package advertised and made available to the publici or any competitive or seale~i bids receivedby the City as of the date of the enactment of this ordinance under the following c~rcumstances: (1) Where the contracting officer determines that there are no qualified responsive bidders or prospective Contractors who could be certified by the Commission as being in compliance with the requirements ofthis Chapter and that the contract or prdperty contract is for goods, a service or a project that is essential to the City or City residents; or.the contractin officer determines that transactions entered into pursuant to bulk purc~2a~mg arWrahne~eements through~ederal, State or reglonal entities which actually reducethe City’s purchasing costs would be in the best interests of the City; or (3) Where the contracting officer determines that the requirements of this Chapter would result ~n the City’s entering into.a contract with an.entity that was set up, or is being used, for the purpose of evading the intent oftl~is Chapter, which is to prohibit the City from entering m~0 contracts with entit~es that discriminate based on the criteria set forth in this Chapter; . (4) ~he waiver authority granted tO contracting officers in this Section 12B.5-1 (d) shall be subj ect to the requirements that: (i) All proposed waivers must be submitted to the Director and tt~e Clerk of the Board of Supervisors. All proposed waivers must set forth the reasons the contracting office~ is requesting the waiver, what steps were taken to find an entity that complies with this Chapter and why the waiver does not defeat the intent of this Chapter, which is to prohibit the City from entering into contracts with entities that discriminate based on the criteria set forth in this Chapter. Such waivers shall be subject to the prior approval of the Director, who shaIl take action approving or denying a proposed waiver within 30 days of receiving a notification of a proposed waiver from a contracting officer. If after 30 days the Director has t of 3. 12/9/99 5:14 P taken no action on the proposed waiver, the waiver shall be deemed approved. The Clerk of the Board Supervisors shall list the notice of the proposed waiver at the rear of the next available Board agenda, and (ii) Contracting officers report to the Director whenever such a waiver is granted within five days of granting the waiver, and (iii) For any contract subject to approval by the Board, the contracting officer shall state in the approving resolution whether any waiver under this Section 12B.5-1 (d) has been or is proposed to be granted for that contract, and (iv) The Director shall conduct quarterly comprehensive reviews of the use of the waiver authority by departments and shall make a report tothe Board of Supervisors. Contracting offmers who have exercised waiver authority under this Section 12B.5-1 (d) in the previous quarter must appear before a Board~ of Supervisors committee and report on their use 0f, such.w~aiver authority. If the Board finds abuse of waiver authority by a department under this Section 12B,5-1 (d), either.as a result of a report of the Direct~ar or Upon.its own ii-iitiative, the Board may by resolution, transfer t.hat Waive#.authority for that ,department to the.Direct0r:, to be exercised by the Director ~apo~ recommei~.dation~ o..f the. contracting¯ officer u, nder any. oral! of’the circumstances enumerated in this Section 1 ~2B. 5’!(d); (.5) Nothing in this Section 12B.5-1 (d) shall limit the right of theBoardofSupervisors to waive the provisions, of this Chapter, . ¯ .: ¯ (e) ’ This Chapter shall not apply to (i) the investment of trust moneys 0r agreements relating to the management of trust assets, (!i) City moneys invested in U,S. government securities or under pre-existing investment agreement.s, or (iii) the investment of Ciiy moneys where the Trea.~.arer finds that:.(1)’ " No pers~n, entity or financial institution doing business in. the.City and County which is in compl:i~nc~-with:this Chapter is capable 0f performing the desired transactio.n~(s.)~ or .... ’ ~ (2): " The City will incur a financial loss which in the opiiiion of.thi~ Treasurer would violate his or her fiduci.ary duties. ~ :...::.... ;i i. .This subparagraph (e) shall be subject to therequireme.nt that.City moneys shall be withdrawn or divested at the earliest possible maturity date if deposited or invested with a person, entity or financial institution other than the U.S. government which does not comply with this Chapteri (f) The General Manager of th’e Public Utilities Commission may waive the requirements of this - Chapter where the contractor is providing wholesale or bulk water, power--or natural gas, theconveyance or transmission of same, or ancillary services .such as spinning reserve, voltage control, or loading scheduling, as required for assuring reliable services in accordance with good utility practice, to or on behalf of the San Francisco Public Utilities Commission; provided that the purchase of same may not practically be accomplished through the City’s standard competitive bidding procedures; and further provided thai this exemption shall not apply to contractors, or franchisees providing direct, retail services to end users within the City and County of San Francisco, " (g)’ Sections 12B. l(b) and 12B. 2(b) shall not apply to any contracts or p~roperty contracts. executed or amended priorto June 1, i997,, or to bid packages advertised and made available to the public, or any eompetitive or sealed bids received by the City, prioi" to June 1, 1997, .unless and until such contracts or property contracts are amended after June 1, 1997, and would otherwise be subject to this Chapter. (Added by.Ord. 481:96, App. t2/20/96; amended by Ord. 401-97, App. 5/27/97; Ord. 286-97, App. 7/18/97; Ord. 431-97, App. 11/21/9:7) This Chapter shall be c0nstmed so as not to conflict with applicable federal or State laws, rules or regulations. Nothing in this Chapter shall authorize any City agency to impose any duties or obligations in conflict with. limitations on municipal authority established by federal law at the time such agency action is taken.In the event that a court or agency of Competent jurisdiction holds that the State or federal law, rule or regulation invalidates any clause, sentence, paragraph or section of this Chapter or the application thereof 1219/99 5:14 PM 2 of 3 to any person or circumstances, it is the intent of the Board of Supervisors that the court or agency sever such clause, sentence, paragraph or section so that the remainder of this Chapter shall remain in effect. (Amended by Ord: 261-06, App. 10/21/66; Ord. 286-97, App. 7/18/97) 3 I219199 5:14 P] Sec. 12C,L Sec. Sec. All Contracts and Property Contracts to’Include Nondiscrimination Provisions. Definitions. Nondiscrimination Provisions. Human Rights Commission Empowered. Funding. Nonapplicability, Exceptions and Waivers " ’ Seve’rability. SEC. 12C.1. ALL CONTRACTS AND PROPERTY CONTRACTS TO INCLUDE NONDISCRIMINATION PROVISIONS. :(a) All contracting agencies of the City, or any department thereof, acting., for or on behalf of the ’City ~.nd County; shall include in all contracts and property contracts a provision obligating:the contractor .not to discriminate on the basis of the fact or perception of that person!s race, color, creed, religion, national origin, artcestry, age, Sex, sexual orientation, gender !dentity., domestic partner.status~ marital statu£, disability or Acqtiired Immune Deficiency Syndrome, HIV status (AIDSA-IIV status), association with members of classes protected under this chapter or in retaliation for opposition to a.ny practices forbidden under thischapter against any person seeking accommodations, advantages, facilities, privileges; services,, or membership in all business, social, or other establishmentsor organizations, opera:ted by that contractor, and shall requxre such contractor to include asimilar provision in all subcontracts. - . (b) The reqmrements of this Chapter shall apply to (i) any-of a contractor’s operations within San Francisco; (ii) a contractor’s operations on real property outside of San Franmsco owned by the City or which the City has a right to occupy if the contractor’s presence at that location is connected to as contract or property contract with the City.; (iii) where the work is being performed by a contractor for the City within the United States; and (iv) any of a contractor’s operations elsewhere within the United States. (Amended by Ord, 489-86, App. 1:2/18/86; Ord. 433-~4,-App.. 12/30/94; Ord 440-96, :App. 1118/96; Ord. 481-96, App, 12/20/96; Oral 201-97, App. 5/27/97; Ord. 286-97, App. 7/18/97; Ord, 255-99, File No. 991146, App. 10/8/99)’ As used in this Chapter the term: "Age" for the purpose of membership refers to the age of any person who has attained the age of 18 years, except for bona fide senior citizen orgamzations. "City" shall mean the City and County of San Francisco. "Commission" shall mean the Human Rights Commissmn of the City and County of San Franclsco. "Contract" shall mean an agreement for public works or improvements to be performed~ or grants to be pi’ovided, or for goods or services to be purchased, at the expense Of the City and County or to be paid out of moneys deposited in the treasury or out of trust moneys under the control or collected by the City and County, and does not include property contracts, agreements entered into pursuant to settlement of 1 of 2 12/9/99 5:07 PM legal proceedings, or contracts for a cumulative amount of $5,000 or less per vendor in each fiscal year. "Contractor" means any person or persons, firm, partnership, corporation, or combination thereof, who enters into a contract or property contract with a department head or officer empowered by law to enter into contracts or property contracts on the part of the City and County. "Director" shall mean the Director of the Human Rights Commission. "Disability" is a physical or mental Impairment which substantially limits one or more major life activities, or a record of such an lmpa~rment. "Domestic partner" shall mean any person who has a currently registered domestic partnership with a governmental body pursuant to State or local law authorizing such registration. "Gender identity" shall mean a person’s various individual attributes as they are understood to be masculine and/or feminine. - "Property contract" shall mean a written agreement for the exclusive, use or occupancy of real property for a term exceeding 29 days in any calendar year, wlae,ther by.si .ngulalr or.cumulative instrument, (i) for the operation or use by others of real property owned or contr011ed b) the City for the operation of a business, social, or other establishment or organization, including leases concess~0ns, franchises and easements, or (i i) for the City’s use or occupancy of real property’ owned by others, including leases, concessions, franchises.and easements. For the purposes of this Chapter, "exclusive use" means the right tO use or occupy real property to the exclusion of others, other than the rights r~ser~ed by the fee owner. "Property ce ntract" .shall not include a r~v.oc.able at-willuse or encroachment permit for the use of or _. encroachment on City property .regardless of the ultimate durati-on of suchpermit, except that "property contract" shall include such permits granted to a private entity for the use of City propeR5" for the purpose of a for-profit activity. "Property contract", shall also not include street excavatior~, street construction or street use permits~ agreements for the use of City right-of-way where a c0ntracti.ng utility has the power of eminent domain, or agreements governing the use of City property which cotistitutes a public forum for activities that are primarily for the purpose of espousing or advocating causes or.ideas and tt~at are generally recognized’as protected by the First Amendment to the U.S. Constitution, or which are primarily recreational in nature. ¯ "Qualified disabled employee" shall mean a person able to perform the essential functions of a job. with reasonable accommodation. "Sex". shall mean the character of being mate or female. . "Sexual orientation" shall mean the status of being lesbianl gay, bisexual or heterosexual. Subcontract shall mean an agreement to (i) provide goods and/or services, including construction labor, materials or equipment, to a contractor, if such goods or services are procured or used in the fulfillment of the con’tractor’s obligations arising from a. contract with the City, (ii) to transfer the right to occupy or use all or a portion of a real property interest subject to a property contract to a subcontractor and pursuant to which the contractor remains-obligated under the property contract. "Subcontractor" means any person or persons, firm, partnership, corporation or any combination thereof, who enters into a subcontract with a contractor. Such term shall include any person or entity who enters into an agreement with any subcontractor for the performance of 10 percent or more of any subcontract. (Amended by Ord, 489-86, App. 12/18/86; Ord; 433-94,App. 12/30/94; Ord 440-96, App. 11/8/96; Ord. 481-96, App 12/20/96; Ord. 201-97, App. 5/27/97) SEC. 12C.3. NONDISCRIMINATION PROVISIONS. Every contract and property contract entered into by any agency of the City shall incorporate by reference and require contractor to comply with the nondiscrimination provisions of Section 12C.3 In addition, all contractors must incorporate by reference in all subcontracts and require subcontractors to comply With the requirements of this Section 12C.3, and failure to do so shall constitute a material breach of contra~t. In the performance of a contract, the contractor or subcontractor shall agree as follows: 2 of 2 1219/99 5:07 (a) The contractor or subcontractor will not discriminate against any person seeking ~ ~cl~; ~rotheraccommodations, advantages, facilities, privileges, services, or membership in the business, ¯’ ’ establishment or organization operated by the contractor or subcontractor on the basis of the perception of that person’s race, color, creed, religion, national origin, ancestry, age, sex, sexual orientation, gender identity, domestic partner status, marital status, disability, AI39SiHTv" status association with members of classes protected under this chapter or in retaliation for oppositio~L ~_o any practices forbidden under this chapter. Services provided by contractor or subcontractor to ’the pubtic shall be provided regardless of disability of persons otherwise entitled to or qualifiedfor such services. (b) Should the contractor or subcontractor operate as. a membership orgamzatlon~ the contractor or subcontractor will permit access to its membership records, rules, regulations and other perttaent data, by the City’s awarding authority, or the Commission, for the pucpose of investigating to ascertain compliance with the nondiscrimination provisions of this Chapter, and on request provide evidence that the contractor 4r subc0ntractor has complied or will comply.with the, n.ondiset:imination provision~ of this Chapter. The Director shall be the final arbiter of a contractor’s or subcontractor’s compliance or su bstantial c0rfipliance with this Chapter and the Director’s determination-shall not be appealable to the Commisslon. (C) A contractor or subcontractor shall be deemed to have breac.hed the nondiscrimination provisions of this C!~apter upon: (1) -A.finding by the Director. or such other officialwho may .be-designated by tl~:e Commission, that cont/adto~:0r subcontractor has wilfully violated such nondiscriminati,on provision~ (2) Upon such finding By the Director or other official designated by the Commission, the awarding authority shall notify the contractor or subcontractor that unless the contractor or subcontractor demonstrates to the satisfaction of the Director or other official designated, by. the Commission within such reaso.nableperi0d a.~ the Commission shall determine, that theviolation hasbeen corrected,.actmn will be taken ~i~ set forth inSection 12C.3(d) and/or Section 12C.3(g).; (3) The Commission shall, within 1.0. daysof the date of issuance of any findings by the Director or other offic!al designated by the Commission for the enforcement of this Chapter, mail to any person or persons affected by said finding, a copy of said finding, together with written notice ofth.e right to appeal such finding. Notice of appeal must be filed in writing with the Chairperson of the Commission within 20 days of the da~e of mailing said copy and notice. (4) For purposes of appealproceedings under this Section, a quorum shall consist of eight members of the Commission. The vote of the majority of the full Commission shall be necessary to affirm, reverse or modify such decisions, order or other action rendered hereunder. Should a meinber of the Commission be designated under Section 12C.3(c)(1) of this Chapter; that Commissioner may not participate ~n an appeal under this Section except as. a witness, (5) The presiding officer of the Commission shall have .the power to administer oaths to witnesses ~n appeals before the C0mmlssion under this Section. In the event that any person shall fail or refuse to appear as a witness in any such proceeding after being requested to do so, and if it shall appear to the Commission tl~at,his or her testimony, or books, records, documents or. other things under his or her control are material and relevant as evidence in the matter under consideration by the Commission in the proceeding, the presiding officer of the Commission may subpoena such pe.rson, requiring his or her presence at the proceeding and requiring him or her to bring such books,. records, documents or other things under his or her control. (6.) All appeals to the Commission shall, be open to the public. Records and minutes shall be kept of suCh proceedings and shall be open to public inspection. Upon reaching a decision inany appeal, the Commission shall give written notice thereof to the Director or other official designated by the Commission, and the appellant or appellants. The decision of the Commission shall be final unless within 15 days of the filing and service of Written notice thereof appropriate legal proceedings are filed in a ~ourt of competent jurisdiction by any party to the contract, property contract or subcontragt. (7) If any contractor or subcontractor shall fail to appear at an appeal proceeding of the Commission after having been given written notice to appear, such failure to appear shall be grounds for 12/9199 5:09 PM 1 of 3 termination of the contract, property contract or subcontract and such contractor or subcontractor shall be deemed to have forfeited all rights, benefits and privileges thereunder. . (8) The Commission shall promulgate rules and regulations for the implementation of the nondiscrimination provisions of this Chapter. (d) A breach of the nondiscrimination provismns in the performance of a contract: property contract or subcontract shall be deemed by the City to be a material breach of contract aa.d the basis for determination by the awarding authority that the contractor or subcontractor is an irresponsible contractor or subcontractor as to all future contracts or property contracts for which such contractor or subcontractor may submit bids. Such contractor or subcontractor shall .not, for a period of up to two years thereafter, or until it shall establish and carry out a program m conformity with the nondiscrimination provisions of this Chapter, be allowed to act as a contractor or subcontractor,under an.y contract.or property contract. (e) Nothing contained in this Chapter shall be construed In any manner so as to prevent the City from pursuing any~ other remedies that may be available at law,.equity or under a.ny contract or property contract. (f)The contractor .or subcontractor will meet the following standaids for compliance: (1)If the contractor or subcontractor has been held to be irresponsible under Section 12C.3(d) hereof, the contractor or subcontractor shall furnish evidence that it has established and is carrying out a program in conformity with the nondiscrimination provtsmns of t[i.is Chapter. (2) The Contractor or subcontractor may be required to file with the Commissio .n a basic compliance report. Wilful falge statements.made in Such reports shall be p~nishable as provided by law. No contractor or subcontractor shall be held in noncompliance for not filing such a report with the". ~ Commission unless it: has been specifically requlred to do so in~iwriting by theCgmmissmn. (g) The awarding authority may deduct from the amount payable to th~ contractor or subcontractor 1@ .the City under any contract or property contrac):..subj~; tO thisChapter, or may jmp0se upon the c~ntractor or subcontractor, a penalty of $50 for.eacti p~rs6n fo~ ~acti calendarday d~iring.which such perso’n was discriminated against in violation of the provisions of this Chal~ter.in addition io any - other penalties provided for the violation of the nondiscrimination provisions of this Chapter or for the failure of any contractor or subcontractor to abide by the rules and regulations of die Commission, the contract, property contract or subcontract may be terminated or suspended, in whole.or in part, by the awarding authority upon the basis of a finding as set forth in Section 12C.3(d) that the contractor or subcontractor has discriminated contrary to the prowsions of this Chapt.er, and all moneys due or to become due hereunder may be forfeited to, and retained by, the City. (Amended by Ord. 489-86, App. 12/18/86; Ord. 433-94,App 12/30/94; Ord. 201-97, App. 5/27/97.; Ord. 286~97, App. 7/18/97; Ord. 255-99, File No. 991146,App. 10/8/99) SEC. ~2C.4. HUMAN RIGHTS COMMISSION EMPOWERED. The San Francisco Human Rights Commission, its presiding officer and its director are hereby granted the power to do all acts and exercise all powers referred to in Section 12C.3 thereof. (Amended by Ord. 84-77, App. 3/11/77) SEC. 12C.5. FUNDIlNG. The Board of Supervisors shall appropriate such funds from the GenerM Fund of the City and County of San Francisco, subject to budgetary and fiscal provisions of the Charter, as it may deem necessary for enforcement of this ordinance. (A_mended by Ord. 84-77, App. 3/11/77) SEC. 12C.5-1. NONAPPLI[CAI~ILIT~, EXCEPTIONS AND WAIVERS. 2 12/9/99 5:09 (a)The Director shall waive the requirements of this Chapter under the following circumstances: (1)Whenever the Director finds, upon the advice of the awarding authority, that there is only one prospective contractor willing to enter into a property contract with the City for use of City property on the terms and conditions established by the City, or that the needed goods, services, construction services for a public work or improvement, or interest in or right to use real property are available. 0nly from a sole source, and the prospective contractor is not currently disqualified from doing business with the City, or from doing business with any governmental agency based on any contract compliance requirements; (2) If the contracting department or commission certifies in writing to the Director that pursuant to Administrative Code Section 6.30 or 21.25 the contract or property contract is necessary to respond to ar~ emergency which endangers the public health or safety and no entity which 9omplies with the requirements of this Chapter capable of responding to the emergency is immediately available; provided that suebocertification must be made prior to the Controller’s con~trgct ce..rtification 3 o[’3 12/9/99 5:09 PN (3) Where the City Attorney certifies in writing to the Director that the contract involves specialized litigation requirements such that it would be in the best interests of the City to waive the requirements of this Chapter. (b) This Chapter shall not apply.where the prospective contractor is a public entity and the Dii-ector finds that goods, services, construction services for a public work or improvement or interest ~n or right to use real property of comparable quality or accessibility as are available under the proposed contract or property contract are not available from another source, or that the proposed contract or property contract is necessary to serve a substantial public interest. (c) This Chapter shall not apply where the contracting officer finds that the requirements of this Chapter will violate or are inconsistent with the terms or conditions of a grant, subventlon or agreement with a public agency or the instructions of an authorized representative pfany ~uch agency with respect to any such grant; subvention or agreement, provided that the contracting officer has made a good faith attempt to change’ the terms or conditions of any such grant, subvention, or.:agreement to authorize application of this Chapter. (d) Upon the request 0fa potential contractor or upon the contradting Officer’s oazn initiative, after taking all reasonable measures to find an entity that complies with the law, the.contracting officer may waive any or all of the requirements of this Chapter for any contract property contract or bid package advertised and made available to the public, or any competitive or sealed bids received, by the City as of the da~e of the enactment of this ordinance under the following circumstances:(1) Where the contract~t~g officer determines that there are noqu, alified responsiy.e bidders orprospecti’ve conllractors who couldbe certified by the Commission as belling in complia..nce" with the requirements of this Ct~ap~er and that the contract or property, contract is for goods, a service or a project that is essential to the City or City residents; or .(.:2) Where the contracting officer determines that transaction.s entered into pursuant to bulk purchasing arrangements through federal, State or regional entities whi~l’i’actua!!y reduce, the City’s purchasing costs would be in the best interests of the City; or -(3), Where the contracting officer determines that the requtrements of this Chapter would result inthe Citys entering into a Contract with an entity that was set up; or is being used, for the p~rpose of evading the intent of this Chapter, which is to prohibit the City fro.m entering into contracts with entities that discrim~n~te based on the criteria set forth in this Chapter; (4) The waiver authority granted to contracting Officers in this ~ectio~ 12C.5-1(d) Shall be subject to the requirements that: .(i) All proposed waivers must be.submitted to the Director and the Clerk of the Board of Supervisors. All proposed waivers must set forth the reasons the contracting officer ~s requesting the waiver, what steps were taken to find an entity that complies with this Chapter and why the waiver does - not defeat the intent of this Chapter, which is to prohibit the City.from entering into contracts with entities that discriminate based on the criteria se~ forth in this Chapter. ~uch waivers shall be sUl~ject i0 the prior approval of the Director, who shall take action approving or denying a ptopdsed waiver within 30 days of receiving a notification of a proposed waiver from a contracting officer. If after 30 days the Director has taken no action on the proposed waiver, the waiver shall be deemed approved. The Clerk of the Board of Supervisors shall list the notice 0fthe proposed wmver at the rear of the next available Board agenda, and (ii) Contracting officers report to the Director whenever such a w~iver is granted within five days of granting the w~iiver, and (iii) For any contract subject to approval by the Board, the contracting officer shall state in the approving resolution whether any waiver under this Section 12C.5-1(d) has been or is proposed to be granted for that contract, and (iv) T.he Director shall conduct quarterly comprehensive reviews of the use of the waiver authority by departments and shall make a report to the Board of Supervisors: Contractir~g officer~ who have exercised waiver authority u nder this Section 12C.5-1 (d) in the previous quarter raust appear before a Board of Supervisors committee and report on their use of such waiver authority. If the Board finds abuse of waiver authority by a department under this Section 12C. 5-1(d), either as a resi~lt of a report of 12/9/99 5:09 P the Director or upon its own initiative, the Board may by resolution transfer that ’waiver authority for that department to the Director, to be exercised by the Director upon recommendation of the Contracting officer under any or all of the c~rcumstances enumerated in this Section 12C, 5-1 (d); (5) Nothing in this Section 12C.5-1(d) shall limit the right of the Board of SuperVlSOrS to waive the provisions of this Chapter. (e) This Chapter shall not apply to (i) the investment of trust moneys or agreeme:nts relating to the management of trust assets, (ii) City moneys invested in U.S. government securities c~r under ¯ pre-existing investment agreements, or (iii) the investment ef City moneys where the Tr~surer finds tha~t: (1) No person, entity or financial institution doing business in the City and County which is in compliance with this Chapter is capable of performing the desired transactions(s); or (2) The City will incur a financial loss which in the opinion of the Treasurer would violate his or her fiduciary duties. This subparagralSh (e) shall be subject to the requirement that City moaeys shall be ~vithdrawn or divested at the earliest possible matumy date if deposited or invested with a person, entity or financial institution {)ther than the U.S government which does not comply, with this Chapter. (f) The General Manager of the Public Utilities Commission may waive the req~lremertts of this Chapter where the contractor.is providing wholesale or bulk water, power or natural gas,.the conveyance or-transmission of same, or ancillary services such as spinning reserve, voltage control, o~r loading scheduling, .as required for assuring reliable services in accordanc~ with good utility practice, to or on behalf of the-San Francisco Ptiblic Utilities Commission; provided that the purchase-of same may not practidally be accomplished through the City’s standard competitive bidding procedu!es?and further prov ided that this exemption shall not apply to contractors, or franchisees-providing direc}t, retail, sel-vices to end users within the City and County of San Francisco, (Added by Ord. 481-96, App. 12/20/96; amended by Ord. 201-97, App. 5/27/97; Ord. 286-97, App,. 7/18/97; Ord, 431-97, App 1~ 1/21/97) SEC. 12C.6. SEVERAI~]~LIT¥. This Chapter shall be construed so as not to conflict with applicable federal or State~ laws, rules or regulations. Nothing in this Chapter shall authorize any City agency to impose any duties or obligations in conflict with limitations on mumcipal authority established by federal law at. the time su{zh agency action is taken. :In the event that a court or agency of competent jurisdiction holds that the State or federal law, rule or regulation invalidates any clause, sentence, paragraph or section of this Chapter or the a0plication thereof to any person or circumstances, it is the iiatent of the Board of Supervisors that the court "or agency seversuch clause, sentence, paragraph or section so that the remainder of this Chapter. shall rei’nain in effect. (Amended by Ord. 84-77, App, 3/11/77; Ord. 286-97, App. 7/18/97).¯.~ : Provisions Effective for Contracts So[ficited Prior to November. 1,!998 Nec. ’i 2T).__~_L. Sec. 12[.3.2. Sec. i 21..’.,.2-______kl. Short Title. General Findings. Additional Findings. Further Additional Findings Supporting Six-Month Extension of MBE/WBE/LBE Ordinance - 11I. 2 of 3 12/9/99 5:09 Pb STAT~ O/= CAJ~I~O~[A - Sh1[e and Co[].sumer Sa-vlce~ AB~Ic’y DEPAIRT~ENT OF..FA~R E~PLOY~ENT & HO~JS~tG 2014’T’Street, Suite 210, Sacramento, CA 95814-6835 "~16) 227-2883 3-FY (800). 700-2320 Fax (916) 227-2845 ,;ww.dfeh.ca.gov DEPARTi~ENT OF FAiFI EMPLO.YIVllENT AND HOUSING This is a summary of the changes and amendments t,o California’s civil rights statutes signed into law by Governor Gray Davis. in-1999..Most of the changes will beoeme effective"dn January 1, 2000, They are o[ganized by subject matter., This sumrma~iy-is intended as guidance and not as definitive legal advice, December 6, 1999 Eli~PLOY~ENT Sexual Orientation Effective January 1, 2000, sexual orientation is added as a protected basis in employment under the Fair Employment and Housing Act (FEHA) and will De enforced by the Department of Fair Employment and Housing (DFEH). Previously, discrimination based on sexual orientation in employment was part of the Labor Code, andenforced by the Labor Commissioner Under the new law, "sexual orientation" is defined as meaning heterosexuality, homosexuality, and bisexuality. The FEHA’s protections will extend to actual as well as perceived sexual or ent~ition,.and will include persons_ wh6 are discriminated against because of their association with a person who is of a particular Sexual orientation or who is perceived to be of a particular se.xual orientation;. ,Complainants will now have one year to file sexual orientation employment discrimination .com.. pl.aints. Labor Code section 1102.1 is repealed. Bil~ No.: AB 1001 (Villaraigosa), Chapter 592 Code Sections Affected: Government Code sections 12920, 1 2921, 12926, subdivisions (m) and (p), 12930, subdivision (i), 12931, 12935, 1 2940, subdivisions (a), (b}, (c), (d), and (h)(.1), .12944, and 12993, subdivision (a), and Labor Code section 1102.1. Nonprofil~ Religious.Associations and Corporations Exemption, Effective January .1 ,. 2000, the definition of "employer" is expanded.with respect.to nonprofit religious corporations or associations. The new definition is intended to provide protection under the FEHA to persons who are employed to perform duties, other than religious duties, at a health care facility operated by a religious corporation or association for the provision of health care that is not restricted to adherents of the religion that established the association or corporation. Additiona Iy, an employer that is a religious corporation may restrict employment in any position involving the performance of religious duties to adherents of the religion for which the corporation is organized. Fur.thermore, the new definition is intended to exclude from the protections of the FEHA individuals acting in an executive or pastoral-care position connected with. the provision of health care. Bill No.: AB 1541 (Keeley), Chapter 913 Code Sections Affected: Government Code sections 12922 and 12926.2. ~enta~ Disability. Effective January 1, 2000, the special definition of "employer" for purposes .of discrimination, on the basis of mental disability is delete.d... -Pr.eviousiy,. an "employer" was deft.ned as any person employing 15 or more emp!oyees.~ Now, employers with 5 or mo~-e employees will be subject to the mental disability discrimination provisions of the FEHA. The mental disability harassment provision remains unchanged; _ . employers with orie or more employees are still subjec~t, to the harassme,nt provisions of the FEHA. Bill No..." ’ AB 1 670 (Committee on Judiciary), Chapter 591 Code Sections Affected: Government Code secl~ion 1’2926, subdivision (d). Perception and Association Effective January 1, 2000, the FEHA expressly provides that discrimination on the basis of race, religious creed, color, national origin, ancestry; physical disability, mental disability, medical condition, marital status, sex, sexual orientation, or age also includes a perception that the person has any of thosecharacterist~cs, or is " associated with a person who has or is perceived as having any of those characteristics. Bi~ No,: AB 1670 (Committee on Judiciary), Chapter 591 Code Sections Affected: Government Code section 12926, subdivision (m). Definition of Supervisor Effective-January 1, 2000, the FEHAprovides an express.:-definition of "sL~pervisor." Previously, the definition of "supervisor’" has been created by court and FEHC . interpretations..A supervisor is defined as any individual having the authority, in the interest of the employer, to hire, transfer, suspend, lay off, recall, promote, discharge, assign, .reward, or discipline other employees, or the responsibility to direct them, orto adjust their grievances, or effectively recommend that action if, in connection with the.foreg0ing, .the exercise of that authority is not of a merely routine or clerical nature, but requires the exercise of independent judgment. Bill No.: AB 1670 (Committee on Judiciary), Chapter.591 . Code Sections Affected: Government Code section 12926, subdivision (q). Non-Job~Re~ated Inquiries Effective January 1, 2.000, the FEHA’s prohibition regarding nor)-job-related inquiries on. any of the protected bases is amended to clarify that.the prohil3ition applies to both employees and applicants~ CurrentlY, though it is unlawful for an employer to make any non-job-related inquiry regarding a pers0...n’s pr0te(~ted class, the FEHA does not speci.fy whether tha..t prohibition applies during the application process or after employment. This ame,n.dment clarifies that at no time.mayan employer make a non- job-r.elate;~J’inquiry regarding an applicant’.s or employee’.~:-pr0tected cla~s’s. For instance, in many cas~s; an applicant’sor emplo~!ee,’s reiigious beliefs willn0t be a job-related inquiry either during the ap~licati6n process or any time during employment. - - - ~}i~l No." AB 1670 (Committee on Judiciary), Chapter 591 Code Sections Affected: Government Co~le section 12940, subdivision (d) Harassment.of Contract Workers Effective January 1, 2000, the protection against unlawful harassment.has been extended to persons who provide services pursuant to a contract. "Persons -prOviding setvices pursuant to a contract" includes anyone who meets all of the following conditions: (A) controls the performance of the contract and has discretion as to the manner of performance; (B) is customarily engaged in independently established .business; and (C) has control over the time and place the work is performed, supplies tl~e tools and instruments Used,. and performs work. requiring particular skill notordinarily used in the course of the empl.oyer,s work. Thus, for example, an employer that contracts with a janitorial service to clean the office would be liable for unlawful harassment of the custodial workers by one of the employer’s employees. Bi~ No.: AB 1670 (Committee on Judiciary), Chapter 591 CodeSections Affected: Government Code section 12940, .subdivision (h)(1),. (h)(3)(A), and (h)(4) 3 .Effective January 1, 2000, the FEHA expressly provides that it is unlawful for an employer or other covered entity to subject, directly or indirectly, any employee, applicant, or other person to a test for the presence of a genetic characteristic. For ’nstance, it would be unlawful for an employer to test for the presence of a gene that predisposes the app icant or employee to cancer. Additionally, effective January 1, 2000, "genetic characteristic" is redef ned as either of.the following: (1) Any scientifically or medicallyJdent, ifiable gene or chromosome, or ombinatio~ or alteration thereof, that is known, to... be a cause of a diseaseor di~0rde~ in a person or his or her offspring, or that is determined to be associated . with a statistically increased risk of development of a disease or disorder, and that is presently not assdciated with any symptoms or any;diseaseor disorder; or (2) Inherited characteristics that may derive from the individual or family member, that are known to be a cause of a disease or disorder in a person or i~n his or her offspring, or that are determined to be associated ~vi~h a statistically increased risk of development of adisease or disorder, and that are not presently-associated with any symptoms of any disease or disorder. This change is merely technical and-does not appear tO have any substantive effect. Bill I~os.: AB 1670 (Committee On Ju.diciary), Chapter 591 and SB 1185 (Johnston), Chapter, 311 Code Sections Affected: Government Code sections 1 2926,-subdivision (h)(2)(A) and (h)(2)(B), and 12940, subdivision (I) Reasenab~e Accommodation During Effective January 1, 2000, it is unlawful for an employer to refuse to provide reas0nable accommodation to ’~4n employee for conditions related to pregnancy, childbirth, or related medical conditions, if she so requests,.with the advice of her health care provider. For example, an employer would likely be required to allow a. pregnant office worker to modify her break schedule.to accommodate more frequent restroom visits if she so requests, with the advice of her health Care provider. This is a new provision. E~i~{ No.: AE] 1670 (Committee on Judiciary), Chapter 591 Code Sections Affected: Government Code section 129z~5, subdivision.s (c) and (e) FEHA Remedies In 1999, there are several amendments that affect the legal remedies under the FEHA. Expert Witness Fees ’Effective January 1, 2000, the FEHA expressly provides that, in civil cases brought under the FEHA, the court may award expert witness fees to the prevailing party. Previously, some courts were n__.o,t aw9.rd.ing expert witness fees absent express statutory authority. -~ Bi~ No.: AB 1670 (Committee on Judiciary), Chapter 591 Code Sections Affected: Government Code Section 12965, subdivision (b) Training. Effe.ctive-Ja~iuary 1-, 2000, the FEHA expressly provides that a court may order, in addition to other specified relief, .that.an employer conduct training for all employees, supervisors, and management pers~n_nel regarding the requirements of the FEHA, the rights and remedies of victims of discrimination, and the employer’s internal grievance procedures. Though this provision is new, many courts have been awarding this type of.injunctive relief. IBi~ No.: AB 1670 (Committee on Judiciary), Chapter 591. Code Sections Affected: Government Code section 12965, subdivision (c)(3) FEHC Damages Authority ~ncreased to $150,000 Effective January 1, 2000, the Fair Employment and.Housing Commission’s authority to award actual damages, in combination with theamount of any administrative fines imposed, in non-housing casesi is increased to an.amount of_One Hundred Fil~ty.Thousand Dollars ($150,000) per agg.rieved person per respondentl Previously, the maximum amount was $50,000. Bi~ 1~o.: AB 1670 (Committee on Judiciary); Chapter 591 Code Sections Affected: Government Code section 12970, subdivision (a)(3) Age Dis c~imination Effective January 1, 2000, the use of salary as the basis for differentiating be~:wee,~n employees when terminating employment may be found to constitute age discrimination if such use adversely impacts older workers as a group. This bili further declares.the Legislature’s intent that the disparate impact theory of proof may be used in proving claims of age discrimination. This change was made in response to an Appellate Court decision in Marks v. Loral Corporation (1997) 57 Cal.App.4th 30, which held that an employer could justify laying off older employees over younger.employees if salary was the. reason. gi~i No.: SB26 (Escutia), Chapter 1294"1.1 Cede Sections Affected: Government Code section 1 2941.1 Emp~oye~ Identified on W-2 Form Effective Jan:uary 1 ,:2000, there is a rebuttable presumptior~ that ,employer," i~l(J~es a~~/pe-rs0r~ 6~~ei~-tii~i i~t~h~ifie~ a~-tl~i~ e-~pl0ye¢ 6n a~ie~npl~/ee’.s federal - - form W_-2 Wage and Tax-Statement. This change.supplements the current definition of employer t.ha.t includes, in part, any person regular.ly emp!oying five or more persons. If the person first identified as the W-2 employer is not the actual employer, the statute of limitations for filing a complaint with the Department of Fair Employment and Housing is extended up to one year to allow a complainant to make a substitute identification of the actual employer. Bi~i No.: SB 211 (Soils.), Chapter 797 Code Sections Affected: Government Code sections 12928 and 12960 6 HOUSING Se×ua~ Orientation Effective January 1, 2000, the FEHA is amended to provide that discrimination in housing on the basis of sexual orientation, is unlawful and a violation of public policy. Though this specific provision is new, the FEHA already, prohibits sexual orientation discrimin.atioi~ in .housing through its incorporation of the~ ..~ ,.Unruh:-~. ,:Act’ Eli,! No.: AB 1001 (Villaraigosa)~ Chapter 592 Code Sections Affected: Government Code sections 12920, 1 2955, subdivisions (a), (b),(c),(d),(e),(h),(i~(j),(k), & (I), and 12955.8. Discrimination-Free Housing as a Civil.Right Eff~(~iV~:.~J~l~:~la~’~ i;-2000~ theFEHA is amended to.-clarjfytliatthe opportunity--to _.- seek, obtain and hold housing without discrimir{ation on any basis ,protected by the FEHA or the Unruh Act, is recognized as and declared to-be a civil right, This provision was added to give housing disciimin-ation the-same level of recognition that is currently given employment discrimination. Bi~ No.: AB 1670 (Committee on Judiciary), Chapter 591 Code Sections.Affected: .Government Code section 1 2921. Harassment in Housin~J EffectiveJanuary 1, 2000, the FEHA is amended to expressly..provide that "discrimination" includes unlawful harassment in connection with the provision of housing. Bill No.: AB 1670 (Committee on Judiciary), Chapter 591 Code Sections Affected: Government Code sections 12927, subdivision (c)(1), and 1 2955, subdivision (a). 7 Perception and Association Effective January 1, 2000, the FEHA is amended to expressly provide that discrimination includes a perception that a person has a protected characteristic or that a perso_n is associated with another individual who has, or who is perceived to have, any of those characteristics. Bj~I No.: AB 1 670 (Committee on Judiciary), Chapte.r 591 Code Sectior~s Affected: Government Code section. 1.2955, subdivision (o). Discrimination Based on Income Several new amendments address the issue of housing discrimination based on a person’s income or financial status. Effective January i, 2000, the FEHA is amended to add "source of income" as a pr-otected basis of discrimination with respect to the provision of housing accommodations. "Source of income" is defined as lawful, verifiable income paid directly to a tenant or a represe.ntative of a tenant. This amendment would now protect, for example, a person .who receives AFDC. Bill No.: SB 1098 (Burton), Chapter 590. Code Sections Affected: Government Code section 12955, subdivisions (a), (c), (d), (e), (h), (i), (j), (k), (I), & (o)(1). Ag.gregate income Effective January 1, 2000, the FEHA is amended to require a housing provider to "account" for the aggregate income of persons residing together or proposing to reside together "on the same basis" as the aggregate income of married persons residing together or proposing to reside together. Bi~ No.: SB 1098 (Burton), Chapter 590 Code Sections Affected: Government Code section 12955, subdivision (m). 8 income Standard Effective January 1, 2000, the FEHA is amended to prohibit the use of a financial or income standard in assessing eligibility for the rental of housing that is not based on the portion of the rent to be paid by the tenant, in instances where the tenant receives a government rent subsidy. Bill No.’ AB 1098 (Burton), Chapter 590 Code Sections Affected: Government Code section 12955, subdivision (n). Restrictive Covenants Effective January’l, 2000, the FEHA is amended to provide-that land use discrimination includes the existence, of a restrictive covenant thatmakes housing opportunities unavailable. : .--~ Beginning January 1,2000, a county recorder, title insurance company, escrow cOmpan~, r~aleState br0ker; reaFestate-agent, or association thatprovides-a declaration; governing document, or deed to any person must place a cover page o~erthe document stating that any restrictive covenant.containedin the document is void. However, effective January 1, 2001, discrimination will also include the existence of a restrictive covenant even if accompanied by a. statement that the re’stdctive covenant is void. Bill.No.: SB 1148 (Burton), Chapter 589 Code Sections Affected: Government Code section 12955, subdi.vision (I). E__Epert Witness Fees Effective January 1,2000, the FEHA is amended-to expressly provide that in civil actions for discriminatory-housing practices, the court may award the. prevailing party, other.than the S~ate, reasonable attorneys.fees and costs, including.expert witness fees, against any non-State Government party. Bi~ No.: AB 1670 (Committee on Judiciary), Chapter 591 Code Sections Affected: Government Oode sections 1 2989.2 and 12989.3, subdivision (g). 9 Senior Citizen Housing. The sunset on the exemption for pre-1982 senior housing complexes tomeet senior housing design requirements in the Unruh Act is extended to January 1, 2001. Another change to the Unruh Act effective January 1, 2000, allows adult dependent children who are disabled or terminally ill to qualify as permanent residents of a senior housing facility. The requirement that a qualified permanent resident have an ownership interest in, or an expectation of an ownership interest in, a dwelling unit in a senior housing facility is repealed Bi~ No.: SB 382 (Haynes), Chapter 324 ..- - - Code Sections Affected: Civil Code sectio.ns 51.2, 51.3, and 51.11 Restrictive Housing, Covenants New Civil Code section 1352.5 is added to prohibit the existence of a restrictive c6venant iii violation ofthe FEHA-in-an¥ declaration or ot.her governing document-of a common interest development. This new section requires the board of directors of an association, without approval of the owners, to repeal any dec arat.ion or other governing document that includes a restrictive covenant. This section also authorizes the DFEH, a city and county in Which a common interest development is located, or any person to bring an action against an association for injunctive relief to enforce the Civil Code provision created by this bill .if, after written notice, an association fails to repeal the restrictive covenant within 30 days of receiving the notice. The DFEH enforces this provision of the statute. IBi~ No.: SB 1148 (Burton), Chapter 589 Code Sections Affected: Civil Code section 1352.5 10 OTHER STATUTES Boycotting and B~acklisting by Business Establishments Effective January 1, 2000, the DFEH has jurisdiction to enforce Civil Code section 51.5, which prohibits business establishments from discriminating against, boycotting or blacklisting, or refusing to buy from, contract with, sell to, or trade with any person in this’state on the basis of race,.creed, color, national origin, sex, or disability, arid includes a prohibition against such acti~ities..or conduct because a person is asso&iated with a person who has, or is perceived ~o.have, any of those characteristics. Previously, this law was enforced through a private right of action. Bi~ No.: AB 1670"(Committee on Judiciary), Chapter 591 Code Sections Affected: Civil Code section 51.5, Government Code sections.12930 and 12948 Sexua~ Harassment in Professiena~ Re~ationship__S. Effective January 1, 2000, Civil.Code.section .51.9, regarding sexual harassment in a number 0fnon-empioymen~ business, service and professional relationships, is amended to remove the requirement that the plaintiff request that the conduct stop. This amendment also deletes the element that the conduct be persistent or severe and changes it to pervasive or severe. DFEH does not enforce.this provision. Bi~ No.: AB 519 (Aroner), Chapter 964 Code Sections Affected: Civil Code sections 51.9 and 52 Sick Leave Effective January 1, 2000, new section 233 is added to the Labor Code to provide that any employer who provides sick leave for employees shall permit an employee to use Sick leave to attend to the illness of a child, parent, ,or spouse of the employee. The sick leave permitted would be that which is accrued over six months.. This section specifically provides that it does not extend the maximum period of leave to which an employee is entitled under sectioh 12945.2 of the Government Code or the federal Family Medical Leave Act. The DFEH does not enforce this statute. The provisions of this section are enforced by the Labor Commissioner. Bi~ INo." AB 109 (Knox), Chapter 164 Code Sections Affected: Labor Code section 233 11 DFEH DFEH Set forth below is a. summary of the legislative bills signed by Governor Davis during the 1999 legislative session. Most of the changes will become effective ~on January 1, 2000. The changes:’~are organized b~, bill number. FAIR EMPLOYMENT AND HOUSING ACT AssemMy Bill No: 1001 (Villarai~osa)~ Cha~,er 592 :N:: Government Code section 12920 Effective January 1, 2000, this bill amends Government Code section 12920 to declare as public policy of this state that it is necessary to protect and safeguard ~the rights and Opportunity of all persons to seek, obtain, and hold employment without discrimination on account of sexual orientation, :N: Government Code section 12921 Effective January 1, 2000, this billl amends Government Code sec,ion 12921 to provide that the oppor~uni~ ~o seek, obtain and ho~d employment without d~scr~m~nation because of, in~er M~a, sexuM orientation ~s recogMzed as and declared to be a c~v~ fight. Government Code section 12926, new subdivision (m) l c[’ 13 !2/5/99 2:39 PM Effective January !, 2000, this bill will add s~xual orientation to newlly added subdivision (m) (AB 1670) pertaining to perceived status and association with person of a protected status~ Government Code section 12926, subdivision (p) Effective January 1, 2000, this bill amends Government Code section 12926, by adding newsubdivision (p), defining "sexual orientation": as meaning heterosexuality, homosexuality, and bisexuality. Government Code section 12930 This bill amends Government Code section 12930, subdivision (i), to include within the Department’s powers, functions and duties, .t~e power, to issue publications, results of investigations and research as in. its.judgment will. tend to minimize or eliminate discrimination because of, inter alia, sexual orientation. Government. Code section 12931 Effective January 1, 2000, this bill amends Government Cod~ section 12931, regarding the Department’s assistance to communities and persons resolving disputes relating to discrimination, to include the protected-basis of sexual orientation. Government Code section 12935 Effective January 1, 2000, this bill amends Government Code section 12935, .subdivision (g), to inctlude within the Fair Employment and tfousing Commission’s functions, powers and duties, the power to create or provide financial or technical assistance to any advisory, agencies and: conciliation councils as in its judgment would aid ineffectuating the purposes of the FEHA rdating to discrimination becauseof, inter alia, sexual orientation. Government Code section 12940 Effective January 1, 20110, this bill amends Government Code section 12940, subdivisions (a), (b), (c), (d), and (h)(1), by adding sexual orientation as a protected basis of discrimination. Government Code section 12944 Effective January 1, 2000, this bill amends Government Code section 12944, relating to prohibited practices of licensing boards, by adding sexuall orientation as a protected basis of discrimination. 12/5/99 2:39 PM 2 of 13 " Government Code section 12993, subdivision (a) Effective January 1, 2000, this bill amends Government Code sectio~~ 12993, subdivision (a), by adding sexual orientation as a protected basis of discrimination, Assembly Bill No, 1541 K.(~_e_eley)~ Chapter 913: New Government Code section 12922 Effective January 1, 2000, this bill adds new section 12922 to!the Government Code, to provide that an employer that is a religious corporation may restrict.elig!bility for employmentin any po’.sition involving .the performance of religious duties to adherents of the religi~.n for which the corporation is organized. New Government Code Section 12926.2 Effective January 1, 2000, this bill adds new section 12926.2. of th~ Government Code, to provide definitions of the terms "religious corporation" and "religious. duties" to the Fair Employment and Housing Act. Subdivision (a) of said section defines "reiigious corporation’I asany corporation formed under, or ’otherwise subject to, the nonprofit corporation provisions of the California Corporations Code, and al~so includes nonprefl?* corporations that are ~ormed primarily or exclusively for religious purp~ses under the laws of any ~¢her state to administer the affairs of a~ organized religious group. Subdivision (b) of said section defines "religious duties" as d~ties of enlployment connected with carrying on the religious activities of a corporation or association. This bi~ creates ~n exception to the exemption t’rom the definition "employer" for religious corporations o~ associations not organized private profit by providing that "employer" includes a relligious or association.with respect to persons employed to perNrm d~ties, religious dutfies, at a heait~ care facilfity operated by a religious or association for the provision o~ heMth care ~at is not restricted ~o adherents o[ t~e religion t~at established the association or corporat~o~. (Gov. Code, ~ !~926.2, subd. (¢).) This hi!~ further p#ovides tha* "employer" does not include a;relig[ous. corpora*ion with respect to either the employmenL including iproraotion, of 3 of 13 12/5/99 2:39 PM an individual of a particular religion, or the application of the employer’s religious doctrines, tenets, or teachings, in any work connected with the provision of health care. (Gov. Code, § 12926.2, subd. (c)(1).) Finally, this bill provides that "employer" does not include ~ nonprofit public benefit corporation incorporated to provide health ca~e on behalf of a religious organization, with respect to employment, including promotion, of an individual of a particular religion in an executiye or past0ral-care position connected with the provision of health care. (Gov. Code, § 11~92g.2, subd. (c)(2).) Assembly BiIIl No. 1670 (Committee on Judiciar~2)_~_Chapter 591: Government Code section 12926, subdivision (d)(2) Effective January 1, 2000, this bill deletes Government Code:: section 12926, subdivision (d)(2), w.hich providedthatin .mental disaMlity dases,- "employer" meant any person employing 15 or more employees, Mental disability cases are now subject to the five or more emp!oyeelprovision of Government Code section 12926, subdivision(d). . Government.Code section 12926, subdivision (m) Effective January 1, 2~)~)0, this bil! adds new subdivision (m)ito section 12926 of the Government Code to provide that discrimination on the basis of race, religious creed, color, national origin, ancestry, physical.disa.~illty, mental disability, medical condition, marital status, sex, or ageincludes a perception that the perso~ has any ~f those characteristics, or is associated wi~h a person who has or ~s perceived to have any of those characteristics. Government Code section 12926, new subdivision (q) Effective January 1, 20~)0, this bill adds new subdivision (q) to section 12926 of the Government Code, defining "supervisor" as meaning :.any individual- having the authority, in the interest of the emplgyer, to hire, itransfer, suspend, lay off, recall, promote, discharge, assign, reward, Or discipline other employees, or the responsibility to direct them, or to adjust their grievances, or effectively to recommend that action, if, in connection with the foregoing, the exercise of that authority is not of a merely rofitine or cllerica~ nature, but requires the exercise of independent judgment. Government .Code section 12930 Effective Janua~. 1, 20~)~), this bN amends Government Codh section 12930, subdivision (f)(2)~ by authorizing the 9epartment to receive, i~nvestigate, and conciliate compllaints a~lleging a viollati~n of sections 51.5, 54($4.1, or 54.2 of the Civilt Code. . 12/5/99 2:39 PI 4 of 13 : Government Code section 12940, subdivision (d) Effective January I, 2000, this bill amends Government Cod~ sectio~ J~2940, subdivision (d), to clarify that subdivision (d)’s prohibition non-job related .inquiries either verbally or through use of an form, which expresses directly or indirectly, any limitation, specifications, or discrimination on any of the protected bases, or any intent to make limitation, specification or discrimination, applies to both "employees or applicants", Government Code section 12940, subdivision (h)(1) Effective January 1, 2000, this bil!. amends Government Code sectk~r~ !.2940, subdivision (h)(1) to provide that the protection against proNibited harassment extends to a person providing services pursuant ~o a counteract. Government Code section 12940, subdivision (h)(3)(A) Effective.January 1, 20(~0, this bill amends G~vernment Cod~ sec¢i~n ~2940, subdivision (h)(3)(A).to provid~ that the definRion of."emplWer.~’ ~ - - harassment cases includes persons regularly receiving the se~ce~ ~ ~ae o~ more persons providing se~ces.pursuant to a contract. " . Government Code section 12940, new subdivision (h)(4) Effective January I, 2000, this bill adds new subdivision. (h)(4.) to s~c~:~n 12940 of the Government Code to provide that "persons proqiding ~e~wices pursuant to a contract" means a person who meets all of the fo~l~w~g: (A) controls the performance of the contract and has discretion as ~o t~e ~aanner of performance; (B) is customarily engaged in independent]y~.estab~ished business; and (c) has control over the time and place the work ~s performed, supplies the rods and instruments used, and performs w~rk ~equM~g particular skfll.n~t ordinarily used in ~he c~urse of the emplwer’s w~rk. Government Code section 12940, new subdivision (1) Effective January 1, 20~)~), this bill adds new subdivision (l) t0 sectio~~ 12940 of the Government Code, which provides that it is an unlawful empk~y~nent practice for an emplwer or other covered entity t~ subject, directly ~r indirectly, any employee, app~icant,or ~ther person to a test for the p~r’esence ~f a genetic characteristic. Government Code sedtion 12945,. subdivision Effective January 1, 2000, this bill adds paragraph (3) to subOivision (c) of Government Code section 12945 t~ make it an unlawful empl~yme~ practice for a~ employer, inc~nding both employers subject to and n~t~.subject to T~t~e VII of the federa~ Civil R~ghts Act ~f 19~4, t~ refuse t~ provide reasonable 12/5/~9 2:39 PM accommodation for an employee for conditions related to pregnancy, childbirth, or related medical conditions, if she so requests, with the advice of her health care provider. :N: Government Code section 12945, subdivision (e) This bill amends Government Code section 12945, subdivisi~:n (e), to incorporate new subdivision (c)(3). Government Code section 12948 Effective January 1, 2000, this bill amends Government Code section 12948, pertaining to unlawful practices as including the denial, aiding, inciting or conspiring in the denial of rights .created by specified provisigns of the Civil Code, to include the denial, aiding, inciting or conspiring in ~he denial of rights created by CiVil Code section 51.5. Government Code section 12965, subdivision (b) Effective January 1, 2000, this bil! amends Government Code section 12965, subdivision (b), to provide that in civil actions brought under. the FEHA, "the court may award a prevailing party expert.witness fees. Government Code section 12965, subdivision (c)(3) Effective January 1, 2000, this bill amends Government Code section 12965, subdivision (c)(3), to provide that a court, in addition to other specified relief, may order an employer to conduct traln~ng for all emp}oyees~ supervisors, and .management personnel regarding the requir.ements of the FEHA, the rights and remedies of victims of discrimination, and the employer’s internal grievance procedures. Government Code Section 12970, subdivi.sion (a)(3) Effective January 1, 2000, this bill amends Government Code section 12970, subdivision (a)(3), to incre’ase the Fair Employment.and Housing Commission’s authority to award actual damages, in combination With the amount of any administrative fines imposed, to an amount o~One Hundred Fifty Thousand Dollars ($150,000.00) per aggrieved person p~r respondent. Senate B’~~ Cha~ t.er 222: New Government Code section 12941.1 12/5/99 2:39 I Effective January 1, 2000, this bill adds new section 12941.1 Of the Government Code. This new section declares the LegMaturei’s rejection of the court’s decision in Marks v. Lorai Corp. (1997) 57 Cal.App.gth 30, by stating that said decision.does not affect existing law in any WaY, including, but not limited to, the law pertaining to disparate treatment.. This new section further provides that the use of salary as the basis for differentiating between employees when terminating employment may be fo:und to constitute age discrimination if use of said criterion adversel:~ impacts older workers as a group, This provision further declares the Legis.lature’s intent that the disparate impact theory of proof may be used in clai;ms of age discrimination. Senate.Bil! No. 21! (Solis)~ Chapter 797: New Government Code section 12928 Effective January 1, 2000; new ~ection 12928 is added to the .Government Code, which provides a rebuttable l~resumption that "employer", as defined. . by section 12926, subdivision (d),- includes any person or entity identified as employer on an employee’s federal form W-2 Wage and Tax’Statement, .~ Government Code section 12960 Effective January 1, 2000, section 12960 of the Government Code is amended to allow the filing of a complaint with the Department ofFai.~ EmploYment and Housing for a period not to exceed one year following a i’ebutted presumption of the identity of ~ person’s employer.under new section 12928, ~n ~rder to a~low a person allegedly aggrieved by an un~awfu~ practice to ._ . make a substitute ~dent~ficafion of the actual employer. : Senate Bill No. 1185 (Johnston), Cha~ter 311 Government Code section 12926, Subdivision (h) Effective January 1, 2000, this bill, in connection with its inclusion in the term "medical condition", redefines "genetic characteristics!’ to include either of the folllowing: (1) Any scientifically or medically idei~tifiable gone or chromosome, or combination or alteration thereof,, that is kr~own to be a cause of a d~sease or d~sorder ~ a person or h~s or her offspring, or that ~s _determined to be associated w~h a statistically increased risk of devdop~en~ ~f a d~sease or d~sorder, and that is presently not associated With any sy~pt0ms ~r any d~sease or disorder; ~r (2) lnher~ted characteristics ~ha~ may ddrive fro~ the ~nd[v~dua] or family member, that ~re Nnown ~o be a cause of a disease or d~sorder ~n a person ~r his or her offspring, or tha~ are 12/5/99 2:39 determined to be associated with a statistically increased risk of development of a disease or disorder, and that are presently not associated with any symptoms of any disease or disorder. (Gov. Code, {} 12926, subds. (h)(2)(A) . and (h)(2)(B), respectively.) 2. HOUSING Assembly Bill No. 1001 (Villaraiffosa)~ Chapter 592: :N: Government Code section 12920 This bill provides that discrimination because of sexual orien housing is against public policy. :ation in :N: Government Code section 12955 Effective January 1, 2000, this bill amends Government Cod~ section 12955, subdivisions (a), (b), (c), (d),. (e), (h), (i), (j), (k) and (1), .by a~ling sexual orientation as a .protected basis of discrimination.- ~ Government Code section 12955,8 Effective January 1., 2t)00, this bil~ amends Government Cod~ section 12955.8, relating to proof of intentional viMations and proof 0f violations causing a discriminatory effect, by adding sexual orientation ::as a protected basis of discrimination. Assembly Bill No, 1670 (Committee on Judiciary), Chapter 591: Government code section 12921 Effective January 1, 2000, this bil~ amends Government Cod~ section 12921 to provide that the opportunity to seek, obtain and hold hou~.ing without discrimination on specified bases or, any arbitrary basis prohibited by the Unruh Civil Rights Act, is recognized as and declared tQ be a: civil right. Government Code section 12927, subdivision (c)(1) Effective January 1, 20~)0, this bill amends Government Code section 12927, subdivision (c)(1), to provide that !idiscrimination" includes harassment in 8of 13 12/5/99 2:39 P connection with the provision of housing accommodations. :N: Government Code section 12955 Effective January 1, 2000, this bill amends Government Code section 12955, by adding new subdivision (o), which provides that "race, color, religion, sex, marital status, national origin, ancestry, familial status, or disability, includes a perception that the person has any of those characteristics or that the person is associated with a person who has, or is perceived to!have, any of those characteristics. Government Code section 12955 Effective January 1, 2000, tliis bill amends Government Code section 12955, subdivision (a), to prohibit harassment by an owner of a housing accommodation in connection with the provision of housing accommodations. Government Code section 12989.2 Effective January 1, 2000, this bill amends Government Code.: section 12989.2, to provide that in civil actions for discriminatory ho .a. sing practices, the court may award the prevailing party reasonable attorneys fees and c(~sts, including expert witness fees, against any party ott~er than the state. . Government Code section 12989.3, subdivision (g) Effective January 1, 2000, this bill amends Government Cod~ section 12989.3, subdivision (g), to providethat in a civil action brou~ght by the Attorney General, the court may award expert witness fees. Senate Bill 1098 (Burt~. n~er 590: Government Code section 12955 Effective January 1, :~000, section 12955 of the Government Code, subdivisions (a), (c),. (d), (e), (h), (i), (j), (k) and (l), are amended to add source of income as a protected basis of discrimination with r~spect to the provision of ho~s~ng accommodations. S~urce ~f income is defined as lawfM, verifiable.income paid directly to a tenant or a representafive~ of a tenanL (Gov. Code, ~ 12955, subd. (~)(1).) Thfis bill further amends Go~ernment Code section 12955, byiadding, new subdivision (r~), to require a housing provider to "account" for the aggregate income of persons residing together or proposing to reside together "on ~he same basis" as t~e aggregate fincome of married persons residing toget~er or proposing to reside ~gether. 9of t3 12/5/99 2:39 PI~. This bill further amends Government Code section 12955, by: adding new subdivision (n), which prohibits the use of a financial or income standard in assessing eligibili~ for the rental of housing that is not basedlon the portion of the rent to be paid by the tenant, in instances where the teflant receives a government rent subsidy~ Senate Bill No. 1148 (Burion), Chaunter 589: Government Code section 12955, subdivision (1) Effective January 1, 2000, this bill amends Government Code~section 12955, subdivision (l), to indicate that discrimination through publiqor private,land use practices, decisions, and authorizations includes the existence of a restrictive covenant that makes housing opportunities unavaiiable. Effective January 1, 2001, discrimination under subdivision (1) also includes the existence of a restrictive covenant accompanied by a statement that the restrictive covenant is.repealed or void. New Government Code section 12956.1 Effective January 1, 2000, this bill adds new section 129.56.1 t0 the Government Code, which provides that a CountyRecorder, title insurance company, escrow company, real estate broker, real estate agent, or association that provides a declaration, governing documents~ or deed to any person shall place a cover page over the document stating, "If this document contains any restriction based on race, color, religion, sex, familial status, marital status, disability~ nafiona! origin or ancestry, that rest-fiction violates state and federal fair housing laws and is void. Any person hqlding an. interest in this property may request that the county recorde~ remove the restrictive covenant..." This bill further provides that any pe~on who files a document for t~e enpress purpose of adding a racially restrictive covenant is guilty of a misdemeanor. UNRUH CIVIL RIGHTS ACT Assembllv Bill No.:519 (Aroner)~ Cha~ :N~ Civil Code section 52 Effective January 1, 20~0, this bill amends Civil COde section :52 by extending certain specified remedy provisions to a person chilrning sexuM IO of 13. 1215/99 2:39 F harassment in violation of Civil Code section 51.9. Senate Bill No. 382 (I-Iaynes),~ 324: Civil Code section 51,2 Effective January 1, 2000, this bi!! amends Civil Code sectioni51,2 to extend by one year, to January 1, 2001, the sunset on the exemption for pre-1982 Senior housing complexes to meet senior housing design requirements. ~ Civil Code sections 51.3 and 51.11 . Effective January 1, 2000, this bill amends Civil Code sectioni51.3, subdivision (c)(3), and Civil Code section 51.11, subdivision (b)(3), to allow adult dependent children who are disabled or terminally ill tqoqualify as permanent residents of a senior housing facility. This bill further repeals the current requirement under Civil Code sections 51.3 and 51.11 that qualified permanent.resident have an ownership interest in, ~r an expectation of an ownership interest in, a dwelling unit in a senior housing facility. " ~ RELATED STATUTES. AssemblEBil] No. 109, (Knox), Chapter 164: New Labor Code section 233 Effective January 1, 2000, this biR adds new section 233 to th~ Labor Code. This new section provides that any employer who provides si~k leave for employees shall permit an employee to use, in any calendar y~ar, accrued and available sick leave that would be accrued during six months &~pioyme~t, at the employee’s then current rate of entitllement, to attend to the i~ness of child, p~rent, ~r Spouse ~f the employee. This section speci~c~y provides that it does not extend the maximum period of~ezve t~ w~ichiz~ employee entiRed.under section 12945.2 of t~e Government Code or the federal Family Medfica~ Leave Act. The DFEH dees n~t enforce th~s statute. The provisions of th~s section ~re enforced by the Labor Commissioner. II ofl3 12/5/99 2:39 PM Assembly ]Bill No. 519 (Aroner)~ Cha__pter 964: Civil Code section 5 !,9 Effective January. 1, 2000, this bill substantially amends Civil~Code section 51.9, regarding sexual harassment in a number of non-employment business, service, and professional relationships, by conforming the definitions and standards regarding sexual harassment in said relationships @ith other similar federal and state laws, including the FEHA. The DFEH does not enforce this statute. Assembly Bill No. 1001 (Villaraigosa), Chapter 592 :~ Labor Code section 1102.1 Effective January 1,2000, Labor Code section 1102.1, which orientation discrimination in employment, is repealed.. ~rohibits sexual Assembly Bi!! No. !670 (Committee on Judiciary)~ Chapter 59..1: Civil Code section 51.5 Effective January 1, 2000, this bil! amends Civil Code section !51.5, prohibiting business establishments from discriminating again"st, boycqtting or blacklisting, or refusing to buy from, contract with, sel! to, ~r trade with any person in this state on the basis of race, creed, color, natidnM origin, sex, or diszbi~i~, to include a prohibition against said activities or~:~conduct because a person is associated with a person who has, or is perceived ~o have, any of those characteristics. The DFE~ wiR enforce this statu~e effecl~ve Janua~ 1, 2000. Senate Bill No. 1148 (Burton), Cha~ ~ Civil Code section 1352.5 . Effective January 1, 200(t, this bil! adds new section 1352o5 to ithe Civi~ Code, 12/5/99 2:39 Pr 12 of 13 which prohibits the existence of a restrictive covenant in violfition of ’;~ FEHA in any declaration or other governing document of a c~mmon i~: :~’est development. This new section requires the board ofdirector~ of an association, without approval of the owners, to repeal any declaration o~° other governing document that ~ncludes a restrictive covenanL This new section authorizes the DFEH, a city and .county in ~h~ch a co~~o~ interest development is located, or any person to bring an action agai~ ~ association for inj uncfive relief to enforce the Civil Code provision created by this bill if, after written notice, an association fails to repeal the restrictive covenan~ within 30 days of receiving the notice, The DFE~ efiforces th~s provision of the statute. ~ L~st modified: November 18, 199.9 13 of 13 1215/99 2:39 PM ATTAC NT 2.30.160 Certificate of nondiscrimination. The bidder to whom the contract is to be awarded shall provide a certificatestating: (a) Whether the bidder is currently in compliance with all federal and state of California laws covering nondiscrimination in employment, and that the bidder wilt pursue an affirmative course of action as required by affirmative action guidelines as set forth in Section 2.30.150 and resolutions adopted pursuant thereto; (b) That if awarded the contract, the bidder will not discriminate in the employment of any person under the contract because of race, color, national origin or ancestry; or~religion, of such person; and (c) That the bidder will participate, if requested, in p~e-award review of his qualifications under the provisions of this section. The requirement of~this section shall apply only to contracts in excess of $5,000.00. Notwit.hstanding the fact that an award is to be made by the city council or the :city manager, a failure to meet the requirements of this section shall disqualify the bidder from further consideration. (Ord. 4462 § 1 (part), 1997: Ord. 3927 § 2 (part), 1989) 2.30.170 Penalties for discrimination in employment. Any contractor who is found in violation of the nondiscrimination provisions of the State of California Fair Employment Practices Act or similar.provisions of federal law or executive order in the performance of any contract with the city, thereby shall be found in material breach ofsuch contract and thereupon the City shall have the power to cancel or. suspend the contract, in whole or in part, or to deduct from the amount payable to such contractor the sum of $25.00 for each persort for each calendar day during which such person was discriminated against, as damages for said breach of contract, or both. Only a fmding of the State of California Fair Employment Practices Commission or the equivalent federal agency or officer shall constitute " evidence of a violation of contract Under this section. (Ord. 4462 § 1.(part), 1997: Ord. 3927 § 2 (part), 1989) 2.30.180 Penalties for violation of affirmative action provisions. Any contractor Who is found by the city manager to be in violation of the agreement to . pursue an affirmative course of action or in violation of any provision of the affirmative action guidelines pertaining to his contract shall be found in material breach of such contract and thereupon the city ~hall have the power to cancel or suspend the contract, in whole or in part, or to deduct from the amount payable to such contractor the sum of $250.00 for each calendar day during which the contractor is found to have been in noncom ~liance; as damages for said breach of contract, or both. (Ord. 4462 §1 (part), 1997: Ord. 3927 § 2(part), .1989) PaloAlto Municipal Code ATTAC °T 4 Chapter 9.74 DISCRIMINATION AGAINST FAMILIES WITH MINOR CHILDREN IN HOUSING* Sections: 9.74.010 9.74.020 9.74.030 9.74.040 9.74.050 9.74.060 Findings and purpose. Definitions. Prohibited activities. Exemptions. Requirements of financial obligations not prohibited. Penalties - Remedies. 9.74.010 Findings and purpose. (a)The city council finds and declares that:. (1)Arbitrary discrimination against persons with minor children exists in the city. (2)The existence of such discrimination poses a substantial threat to the public health and welfare of a large segment of the community, namely, families with children. (3) The overall effect of such discrimination is Palo Alto Municipal Code ATTAC 5 POLICY AND PROCEDURES 2-13/H,RD Revised: December 1995 UNLAWFUL HARASSMENT, INCLUDING SEXUAL HARASSMENT, IN THE WORKPLACE POLICY STATEMENT The purpose of this policy is to establish a strong commitment to prohibit illegal harassment inthe workplace, : The City of Palo Alto will not condone any form of illegal harassmentas defined below, including sexual harassment, in the workplace. Such conduct will not 5e tolerated, and disciplinary action up to and including termination will be taken against an employee engaging in unlawful harassment. Any retaliatia against a person for filing a charge or making .a complaint is also prohibited. Any employee found to be retaliating against another employee shall be subject to disciplinary action. Federal and State Law Federal and/or state law. provide that it shall be an unlawful discriminatory practice for anyemployer, on the basis of:ra£e, religion, color,, national origin, ancestry, physical or menta! disability, medical condition, marital status, sex, age or sexual orientation of any person, to discharge, without just cause, to refuse to hire, or otherwise to discriminate against that person with respect to any matter directly or indirectly related to employment. Harassment of any.employee on the basis of sex violates these laws.. - ~ What Constitutes Harassment Harassment includes but is not limited to: Verbal Harassment - For example, epithets, derogatory comments, or slurs on the basis of race, religious creed, color, national origin, ancestry, physica! or mental disability, medical condition, marital status, s~, age or sexual orientation. This includes inappropriate sex-oriented comments on appearance, including dress or physical features, or race-oriented stories. Physical HaraSsment For example, assault; also, impeding or blocking movement, physicallyinterfering with normal work or movement when directed at an individual on the basis of race, religion, color, national origin, ancestry, physical or mental disability, medical condition, marital status, age, sex or sexual orientation. This could be conduct in the form of pinching, grabbing, patting, propositioning, leering, or making explicit or implied job threats or promises in return for submission to physical acts. Page 1 of 4 POLICY AND PROCEDURES 2-1,3/HRD Revised: December 1995 o Visual Forms of Harassment- For example, derogatory posters, notices, bnlletins, cartoons, or drawings on the basis of race, religious creed, color, national origin, ancestry, physical or mental disability, medical condition, marital status, sex, age or sexual orientation. Sexual Favors- Unwelcome sexual advances, requests for sexml favors, and other verbal or physical conduct of a sexual nature which are conditioned upon an employment benefit, unreasonably interfere with an individual’s work performance or create an offensive work environment. Guidelines for Identifying Sexual H~rassment To help clarify what is unlawful sexual harassment, the State Department of Fair Employment arid Housing, the.Federal Equal Employment Opportunity Commission and the courts use the following guidelines: Sexual harassment is conduct of a sexualnature which is "unwelcome." Sexually harassing conduct may take the form of visual, verbal, physical and/or environmental conduct. It need not be explicit, nor even specifically directed at the victim. °It is irrelevant whether the victim has "cmsented" to engage in sexual conduct or whether the victim’s agreement was "voluntary" so long. as the conduct vcas "unwelcome." Historically, courts have used a "reasonable.man" test to determine liability. However, in the case of sexual harassment, the taditional standard has been declared to be inappropriate in the context of a sexual harassment complaint initiated by a woman. Recognizing the heightened sensibilities of women to unwelcome sexual conduct, courts now use the "reasonable woman" standard, i.e., consideration for the feelings of the victim, when a woman is the victim of sexual harassment. °Sexual harassment occurs when: a.submission to sexual conduct is an explicit or implicit term or condition of an individual’s employment; b.the submission to or rejection of sexual conduct by an individual is the basis for any employment decision affecting that individual; or c.sexual advances, requests for sexual favors, verbal or physical conduct of a sexual nature or display of audio or visualmaterial of a sexual nature have Page 2 of 4 ]POLICY AND PROCEDURES 2-13/H~ Revised: December !995 the purpose or effect of unreasonably interfering with an individual’s work performance or creating an intimidating, hostile, or offensive worldng environment. PROCEDURE Complaint Procedure Because the City of Pab Alto has an obligation to investigate all complaints, any employee whofeels he or she has been the victim ofillegal harassment, including sexual harassment as defined above, should’:contact his or her supervisor, department head, another manager within or outside of the department, or a staff member in the Human Resources Department. Any supervisor, manager or department .head. who receives a complaint should notify the Human Resources Director or his/her designee immediately. This initial report can beoral or written. All reports will he investigated and discussed with all parties to an incident. °Upon receipt.of the complaint, .the Human..Resources Director or :his/her ....... designee will authorize investigation of the charges including contacting the complainantl the accused harasser and any other person who is believed to have relevant knowledge Concerning the complaint. -- Upon completion of the investigation, the Human Resources.Department in consultation with the department head will determine what, if any, disciplinary action will be taken. If it is determined that illegal harassment occurred, appropriate disciplinary action up to and including termination will be taken. The severity of the discipline will be determined by the severity and/or freq~ncy of the offense. 4 Disciplinary action taken under this procedure may be appealed with or without representation subject to appeal or grievance procedures indicated in applicable Agreements or Merit Rules and Regulations. Employee Responsibilities 1.Individual Employee A.City employee is to report any act of illegal harassment as herein defined, including sexual harassment, to his/her immediate supervisor or department Page 3 of 4 POLICY AND PROCEDURES 2-13/ttRD. Revised: December 1995 head or to the Human Resources Department as provided in the above procedure. Management and Supervisory. Employees Management and supervisory personnel are responsible for ensuring that the work environment is free of illegal harassment as herein defined, including sexual harassment, by: a.Informing all employees under thei direction of the City policy and complaint procedure. b.Reporting any instances of illegal harassment, including sexual harassment, to the Human Resources Department for investigation and to their department head. c.Based on the findings of the investigation, implementing appropriate disciplinary action. -3.Human Resources Department The Human Resources Department is responsible for administering the complaint procedure, authorizing and/or conducting an investigation and,. in consultation with the department head, recommending disciplinary action commensurate with the severity of the offense. NOTE:Questions and/or clarification of this policy should be directed to the Human Resources Department. Page 4 of 4 ATTAC POLICY AND PROCEDURES 1-23fl~SN Revised: October 1997 AMERICANS WITH DISABILITIES ACT (ADA) GRIEVANCES POLICY STATEMENT A member of the public .who believes that he or she (individually or on behalf of a specific class of individuals) has been subjected to unlawful discrimination on the basis: rato ~tto pottcy, set-vice or program may ~ -- -’~:-~ ~ himself, herself or by an authorized representative. Use.of this grievance.procedure is a prerequisRe to the pursuit of other remedies. Grievances. by Ci~ employees, relating ma~ers within the scope of the Merit System Rules and Regulations or employee barga~ing agreements, are excluded from this grievance procedure and should Nllow the" applicable procedures set fo~h ~ the Merit System Rules and Regulations or appropriate Memorandum of.Agreement. .~. Definition. A grievance is an expression of dissatisfaction with a City of P~a, lo Alto policy, service or program regarding acces~ o~ the opp0rmnity~ to participate, in such. programs on the basis of disability as defined in the.Americans with Disabilities: Act of. 1990. .. Objectives. The objectives of this policy are: , to comply with the Americans with Disabilities Act of 1990; ® to assure that grievances are promptly acknowledged andresolved; to e~tablish uniform standards ’and procedure for handling: grievances throughout the entire City organization; to provide citizens with an accessible, convenient, efficient system for bringing complaints to the City’s attention; , to demonstrate that the City is responsive to the concerns of itscitizens; to reduce or prevent the occurrence of circumstances that lead to justifiable citizen complaints. Page 1 of 4 POLICY AND PROCEDURES 1-23/PLr.~: September 1992 Revised: October 1997 PROCEDURE A.To File a Complaint Any individual who believes he or she has been discriminated against on the basis of disability may make a written complai,nt. In order to facilitate the investigation, the complainant is encouraged to submit the Complaint within 30 days of the alleged incident(s). In all cases, complaints must be received-in unu mcmu~ the location date m~ mt~g~ct incider~t occurred ~ithin 180 days of the alleged incident.. All complaints should be sent t0.Ne Palo Alto Disabilities Act D~ector, Inspection Se~ices DNision,. 250 Hamilton Avenue, Palo Alto CA 94301 for resolution. A wrRten record of the complaint and the action taken will be maintained in the Ci~’s Inspection Se~ices .Division Nr t~ee years. A decision by the Disabilities Act Director will be rendered in writing within 15 work~g days ~om the date the complaint is recdved.. ADA -Grievance Procedure forms, a sample of which is a~ached~ areavailable ~om any Ci~ depa~ment or from the DisabilitiesAct Director. .... 2. The complaint shall include.:.... ::,::i : a description of the alleged discriminating activity, policy, program or service; date(s), time(s) and location(s) of incident(s); name(s) of alleged offender(s), if any; name(s) of witnesses, if any; and remedy desired. o Upon receipt of a complaint, the Disabilities Act Director (Director) shall investigate all charges. The investigation shall include, but not be limited to, interviews with: .(a) the complainant; (b)the person(s) responsible for the activity, policy, program or service engaged in the alleged incident; and any other person.the Director believes to have relevant knowledge concerning the complaint. Upon completion of the investigation, the Director shall determine whether or not the alleged complaint should be sustained, giving consideration to all factual information gathered through the investigation, all of the circumstances, including the nature of the activity, program or service and the Context in which the alleged discrimination occurred. The Director shall then prepare .a written report stating the results of the investigation and the determination as to the action(s) to be taken, if any. The Page 2 of 4 POLICY AND PROCEDURES 1-23/PLN September 1992 Revised: October 1997 results of the investigation and determination with appropriate recommendation(s) shall be conveyed to the complainant, the head of the City department which is the subject of the complaint, and any other person(s) deemed relevant by the Director. B.Ap_p._~al Process If the complaint is not resolved to the complainant’s satisfaction by the Disabilities Act.Director, .the complainant can request the Director. to. forward ,the complaint to the Accessibility standards Advisory Board (Accessibility. Board) for a public hearing: o The Accessibility. Board will consider complaints on appeal that are not resolved by the Director to the satisfaction of the complainant. Tlae Accessibility Board will hold a noticed public hearing. Notice shall be given by publication onc~ in a newspaper of general circulation in .the City at least 10 days prior to the hearing. At the close of the hearing, the Accessibility Board,:shall make a- recommendation :on the complaint and forward the recommendation to the City Manager, the Director andthe complainant. The City Manager, or his/her designee, wiI1 consider the complaint and the record from the Accessibility Board and shall make a decision ~ on the complaint within-30 days after receipt on the recommendation from the Accessibility Board. The decision of the City Manager, or his/her designee, shall be final: C. A written record of the action taken on each request or complaint shall be maintained as a part of the records at each level of the grievance process for three years. D. The complainant’S right to a prompt and equitable resolution of.the complaint will not be affected by the complainant’s pursuit of other remedies, such as the filing of a complaint with the Department of Justice or other appropriate federal agency, or the filing of a. suit in state or federal court. NOTE."Questions and/or clarification of this policy should Department of Planning and Community Environment. Attachment: City of Palo Alto ADA Grievance Procedure Form be directed to the Page 3 of 4 POLICY AND PROCEDURES 1-23/PLN September 1992 Revised: October 1997 CITY OF PALO ALTO ADA GRIEVANCE PROCEDURE FORM DATE COMPLAINANT NAME ADDRESS TELEPHONE NATURE OF ~COMPLAINT DATE/TIME LOCATION NAME(S) OF PERSONS INVOLVED ,. " REMEDY REQUESTED Please forward all~ grievances to: Fred Herman, Disabilities Act Director P.O. Box 10250 Palo Alto, CA 94303 650/329-2496 650/328-1199 TDD. Page 4 Of 4 ATTAC 7 POLICY AND PROCEDURES t-29/CSI) December 1995 COMMUNITY SERVICES CO-SPONSORSHIP POLICY POLICY STATEMENT This policy institutes a process that will provide appropriate support for nonprofit organizations that provide community service programs similar or .related to those provided by the City’s Department of Community Services for Palo Alto residents: The policy sets levels of support which the City will offer to groups 2seeking City .co- sponsorship and establishes a process and criteria to be used by the Department of Community Services to identify, when and how nonprofit groups are granted co- sponsorship for.specific programs or events. Implementation of this procedure is the responsibility of the Director of Colrartunity Services. Any exceptions tO this po!icy must be approved by the City Manager ot.Ns/her .designee. PROCEDiJR A.Definition of Cosponsored Or.~anizations A group may request co-sponsorship by the City’s Department of Community Services if it meets the following criteria: . The group has state certification as a nonprofit organization. A group may. be a subgroup of a state or national nonprofit organization, provided that services are provided in Palo Alto. o Goals of the organization are aligned with those of the City’s Department of Community Services, or with other City policies and objectives as stated in the City’s budget document or Municipal Code, or as otherwise determined by the City Council. 3,The group provides programs which are compatible.with those, provided by. the Community Services Department. B.Requirements for All Cosponsored Organizations 1.The group must provide financial and all other applicable information documenting adherence to the co-sponsorship requirements on an annual basis. Page 1 of 3 POLICY AND PROCEDURES 1-2’9/CSD - December 1995 2. All cosponsored programs or events must be open to the public and provide ¯ services without discrimination against any individual. 3.The majority of the funds, if any, raised by the group in the cosponsored event(s) must be used to support specific programs and events for residents ofPalo Alto~ 4.The group must provide all insurance coverage required by the City’s Risk Manager. 5.In the use of City facilities and space in pub!ications,, cosponsored activities, wi!! .... ., not receive priority over those conducted by the City. Levels of City Co-sponsorship of Nonprofit Groups 1. "A" Level Co-sponsorship ao 75 percent or more of the group members and participants in,.. specific programs and events are residents of the City of Palo Alto, or are enrolled in the Palo Alto Unified SchooFDistrict. " Human Services contract agencies must currently receive funding either from the City’s General Fund or the Cormr~unity Development Block Grant program. 2. "B" Level Co-sponsorship go 50 percent or more of the group members and participants in specific programs and e~’ents are residents of Palo Alto, or are enrolled in the Palo Alto Unified School District. D. ~ Support Offered for Each Level of Co-sponsorship It is important to emphasize that co-sponsorship does not involve any waiver of Municipal Code requirements or any other City policies or procedures. Furthermore, co- sponsorship does not imply the free use of other City services not specifically addressed in this policy. 1. "A" Level Co-sponsorship a.The group’s name and contact person may be listed in City publications including the ENJOY! Catalogue and promotional fliers. Page 2 of 3 POLICY AND PROCEDURES 1-29/C~SD December 1995 b. The group may request assistance in publicizing program information. c.Use of City facilities without payment of rental fee may be provided subject to availability of space, do A City staff liaison person may be assigned to consult on special projects and to maintain ongoing communications at the discretion, of the Director of Community Services. 2. "B" Level Co-sponsorship a.The group may request that its name and contact person be, listed in certain City publications at no charge. Co Use of City facilities may be provided subject to availability of space at free or reduced rates (pertains to rental fee only) on a third priority basis after City or paid rental use and "A’"level co-sponsorship use. -- A City staff liaison person may be assigned to consult on special projects and to maintain ongoing communications at the discretion of the Director of Community Services. NOTE:Questions and/or clarification of this policy should be directed to the Community Services Department. Page 3 of3