American Federation of State, County & Municipal Employees, Council 75 v. City of Portland

366 P.3d 787, 276 Or. App. 174, 2016 Ore. App. LEXIS 85
CourtCourt of Appeals of Oregon
DecidedJanuary 27, 2016
DocketUP4608; A152795
StatusPublished

This text of 366 P.3d 787 (American Federation of State, County & Municipal Employees, Council 75 v. City of Portland) is published on Counsel Stack Legal Research, covering Court of Appeals of Oregon primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
American Federation of State, County & Municipal Employees, Council 75 v. City of Portland, 366 P.3d 787, 276 Or. App. 174, 2016 Ore. App. LEXIS 85 (Or. Ct. App. 2016).

Opinion

NAKAMOTO, J. pro tempore

Petitioner, American Federation of State, County, and Municipal Employees (AFSCME), Council 75, Local #189 (the union), seeks review of a final order of the Employment Relations Board (ERB) dismissing the union’s complaint that the City of Portland engaged in an unfair labor practice by unilaterally deciding to charge the union significant fees, based on staff time, for producing information relevant to pending grievances without first bargaining with the union over the practice. On judicial review, the union raises three assignments of error. The union contends that (1) ERB incorrectly concluded that the city’s decision to charge the union significant fees for producing the information involves a permissive and not mandatory subject of bargaining; (2) alternatively, ERB failed to give the parties a full evidentiary hearing on the issue of the impacts of the city’s decision; and (3) ERB erroneously limited a civil penalty against the city for its dilatory production of requested information to $200.

The threshold issue on the first assignment is whether ERB properly concluded that a prior ERB decision, South Lane Education Association v. South Lane School District No. 45J, 1 PECBR 459 (1975), controls and that, under that decision, charges for information related to grievances is a permissive subject for bargaining. We hold that ERB’s conclusion is not supported by substantial reason. Because our disposition on the union’s first assignment is dispositive, we need not discuss the union’s second assignment of error. As for the third assignment of error, we conclude that ERB did not abuse its discretion in limiting the civil penalty. Accordingly, we reverse and remand for ERB to reconsider that part of its order addressing whether the city’s decision on charges to the union for the production of information related to pending grievances involved a permissive or mandatory subject of bargaining.

I. BACKGROUND

To provide context, we begin with an overview of the applicable unfair labor practice statutes framing the parties’ disagreement about whether a certain unilateral [177]*177decision by the city concerned a subject of mandatory bargaining. Under the Public Employee Collective Bargaining Act (PECBA) — ORS 243.650 to 243.782 — a public employer must engage with the exclusive representative of its employees in bargaining over “employment relations.” ORS 243.662. Matters that are included in the definition of “employment relations” are “mandatory” subjects of bargaining. Assn. of Oregon Corrections Emp. v. State of Oregon, 353 Or 170, 176, 295 P3d 38 (2013). Matters that are excluded from “employment relations” are “permissive” subjects of bargaining. Portland Fire Fighters’ Assoc. v. City of Portland, 245 Or App 255, 264, 263 P3d 1040 (2011) (citing Salem Police Employees Union v. City of Salem, 308 Or 383, 390-91, 781 P2d 335 (1989)).

“Employment relations” is defined — although not exhaustively — by statute. Three Rivers Ed. Assn. v. Three Rivers Sch. Dist., 254 Or App 570, 574, 294 P3d 547 (2013) (citing ORS 243.650(7)). That term “includes, but is not limited to, matters concerning direct or indirect monetary benefits, hours, vacations, sick leave, grievance procedures and other conditions of employment.” ORS 243.650(7)(a). Permissive subjects of bargaining are identified in other parts of ORS 243.650(7). As relevant here, ORS 243.650(7)(b) provides that “employment relations” does not include “subjects determined to be permissive, nonmandatory subjects of bargaining by [ERB] prior to June 6, 1995.” And, even when the change involves a permissive subject of bargaining, if the change “has an impact on a mandatory subject, the public employer may be required to bargain regarding that impact.” Three Rivers Ed. Assn., 254 Or App at 574.

To lawfully change an employment condition that is a mandatory subject of bargaining, the public employer must notify the exclusive representative of the anticipated change and complete the bargaining process. ORS 243.698(2). It is an unfair labor practice for a public employer or its designated representative to “ [r] efuse to bargain collectively in good faith” over mandatory subjects of bargaining. ORS 243.672(l)(e); see also Assn. of Oregon Corrections Emp., 353 Or at 176 (“[A] public employer commits an unfair labor practice under ORS 243.672(1)(e) if it refuses to bargain with respect to matters that are included within, and [178]*178not excluded by, the definition of‘employment relations.’”). Accordingly, the primary issue in our review of ERB’s order concerns whether the city engaged in an unfair labor practice by unilaterally changing the status quo and refusing to bargain over a mandatory subject of bargaining.

We relate the relevant facts, which are undisputed, and the procedural history as they appear in ERB’s orders and the record. See Meltebeke v. Bureau of Labor and Industries, 322 Or 132, 134, 903 P2d 351 (1995) (uncontested findings are adopted on judicial review). We begin with the city’s historical charges to the union for producing documents.

Since 2001, the city has had a policy, its “Public Records Fee Schedule,” regarding charges for time that city staff spend responding to public records requests. The union had notice of this policy and any changes made to it. The union did not demand to bargain over the public records policy, but it also did not agree to the policy’s applicability to the union’s requests for information under PECBA. Under the 2007-2008 version of the public records policy, the standard fee for obtaining photocopies of city documents was 25 cents per copy, which covered the cost of some staff time.

Before 2004, the city had generally charged the union, if it charged the union at all, five cents per photocopy to produce documents requested under PECBA. By 2004, though, the city had begun charging the union 25 cents per page to produce documents in response to some requests for information under PECBA. At least until the 2008 events at issue in this case, the city had continued its practice of (1) charging the union nothing for small quantities of documents and (2) charging nothing for some easy-to-provide collections of documents. The record in this case indicates that, between 2004 and 2008, the city never charged the union more than $172 per request for producing documents.

The city’s charges for producing documents to the union significantly increased in 2008, when the city began charging the union for staff time to respond to document requests. In June of that year, the city suspended one of its employees represented by the union.

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Bluebook (online)
366 P.3d 787, 276 Or. App. 174, 2016 Ore. App. LEXIS 85, Counsel Stack Legal Research, https://law.counselstack.com/opinion/american-federation-of-state-county-municipal-employees-council-75-v-orctapp-2016.