American Federation of State, County & Municipal Employees v. Metropolitan Water District

126 Cal. App. 4th 247, 24 Cal. Rptr. 3d 285, 2005 Daily Journal DAR 1280, 2005 Cal. Daily Op. Serv. 938, 176 L.R.R.M. (BNA) 2787, 2005 Cal. App. LEXIS 129
CourtCalifornia Court of Appeal
DecidedJanuary 31, 2005
DocketNo. B166179
StatusPublished
Cited by27 cases

This text of 126 Cal. App. 4th 247 (American Federation of State, County & Municipal Employees v. Metropolitan Water District) is published on Counsel Stack Legal Research, covering California Court of Appeal 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 v. Metropolitan Water District, 126 Cal. App. 4th 247, 24 Cal. Rptr. 3d 285, 2005 Daily Journal DAR 1280, 2005 Cal. Daily Op. Serv. 938, 176 L.R.R.M. (BNA) 2787, 2005 Cal. App. LEXIS 129 (Cal. Ct. App. 2005).

Opinion

[253]*253Opinion

ALDRICH, J.

INTRODUCTION

This appeal involves the grievance procedure under a memorandum of understanding (the MOU) between the Metropolitan Water District of Southern California (the MWD) and the American Federation of State, County, and Municipal Employees, Local 1902, AFL-CIO (the Local), the union representing the MWD’s general employees. During its reorganization, the MWD created a number of new managerial positions. It then issued and amended a list of current supervisory employees who would automatically be placed in some of the new positions, leaving the remaining new jobs open to competitive bidding from MWD’s other employees. The Local filed a grievance under the MOU to challenge the amendment to the list. The MWD rejected the grievance.

In its three separate appeals, the Local challenges the trial court’s orders (1) denying its petition to compel arbitration (Code Civ. Proc., § 1281.2), (2) denying its petition for writ of mandate (id., § 1085), and (3) granting the MWD cost-of-proof fees and expenses. (Id., § 2033, subd. (o).) We hold that the MOU is not an agreement to arbitrate and affirm the order denying the Local’s petition under section 1281.2. We further hold that the trial court did not err in denying the petition for writ of mandate because the Local failed to prove its entitlement to the relief it requested. Finally, we hold that the trial court did not abuse its discretion in awarding the MWD its cost of proof fees and expenses. Accordingly, the three orders are affirmed.

FACTUAL AND PROCEDURAL BACKGROUND

1. The parties.

The MWD is a governmental agency, formed under the Metropolitan Water District Act (Stats. 1969, ch. 209, p. 492 et seq., 72B West’s Ann. Wat.— Appen. (1995 ed.) § 109-1 et seq.). It imports, stores, and distributes water to member water agencies in Southern California. (Metropolitan W. Dist. v. Co. of Riverside (1943) 21 Cal.2d 640, 641 [134 P.2d 249].)

The Local is one of four separate employee bargaining units. The Local represents the MWD’s general employees. Another unit, the Supervisors Association, represents the MWD’s supervisory personnel. Each bargaining unit has its own MOU.

[254]*2542. The Local’s MOU.

The Local and the MWD entered into an MOU pursuant to the Meyers-Milias-Brown Act (Gov. Code, § 3500). The MOU is intended to be the full and entire understanding of the parties concerning personnel practices and the terms and conditions of employment. (MOU § 1.6.1.)

Article 6 of the MOU contains a multi-step “Grievance and Appeal Procedure.” After an informal meeting between the parties, the MOU establishes a two-level formal grievance process. (MOU § 6.3.5.) Level one is initiated by the filing of a written grievance within 30 days of the event giving rise to the grievance. (MOU § 6.3.5.) If unresolved, the grievance advances to level two, where it is addressed to higher level management.

Provided that the two-level formal grievance is pursued in a timely manner (MOU §§ 6.3.2.C & 6.7.1), an appeal procedure is available under section 6.7 of the MOU. Pursuant to MOU section 6.7.4, management’s determination after a level-two formal grievance may be appealed to a neutral hearing officer. The MOU declares the “decision of the Hearing Officer . . . shall be final and binding on the parties.” (MOU § 6.7.6.B.) The MOU next provides that the decision of the hearing officer can be appealed to a court pursuant to Code of Civil Procedure section 1094.5. (MOU § 6.7.6.C.)

3. The underlying dispute.

Commencing in 2000, the MWD underwent an internal reorganization and created new management positions. To fill these new posts, the MWD declared that certain current supervisory employees would be “incumbents” to particular manager slots, and would be placed in those positions without having to bid for the post. Other positions would be filled by competitive bidding from a pool of employees that included members of the Local. These posts were designated as “new” positions.

The MWD circulated a draft incumbent list in October 2000. Discussions were initiated with the Supervisors Association about necessary redesignations to the list because some members of that association were already performing the management jobs identified as “new” positions. Ultimately, 20 positions were redesignated from “new” to “incumbent.” The MWD issued a revised incumbent list in November 2001. The Local requested a meeting to discuss its concerns about the MWD’s changes to the incumbent list.

At the meeting, held on November 27, 2001, the MWD distributed the revised incumbent list. The Local’s executive president, Robert A. Reeves, Sr., expressed the Local’s view that the MWD was not entitled to modify the [255]*255incumbent list without first meeting and conferring with the Local and other employee organizations that represented MWD employees. According to the Local, by changing the 20 designations, the MWD reduced job opportunities for the Local’s membership. The MWD responded that the 20 positions at issue were not in the Local’s bargaining unit; that they were already filled by members of the Supervisors Association. Hence, according to the MWD, it was not obligated to meet and confer with the Local before redesignating those positions.

On January 29, 2002, the Local conducted an informal meeting about modifications to the incumbent list with Debbie Dillon, the MWD’s employee relations officer and human resources manager. The meeting was not successful. Eight days later, on February 6, 2002, the Local presented its written grievance.

In the MWD’s response to the level-two grievance, Joe Tait, its chief operating officer, asserted the MWD was not obligated to meet and confer about changes to the incumbent list as the list pertained to non-Local employees. The MWD also explained that the grievance was untimely.

The Local initiated the appeal procedure under section 6.7 of the MOU by requesting in writing the appointment of a hearing officer. The MWD refused to proceed to the appeal process on the ground that the Local had not filed a timely grievance. The MWD took the position that the informal discussions between the parties, under section 6 of the MOU, occurred on January 29, 2002, and the written grievance was filed on February 6, 2002; yet, the MWD had made no change to the incumbent list within 30 days preceding the filing of the written grievance.

The Local countered that it learned of the redesignations to the incumbent list at the January 29, 2002, meeting. Thus, the Local asserted, it had processed the grievance within the MOU’s prescribed time limits. The Local also claimed that the MWD had waived its right to assert timeliness. Moreover, the Local argued, any question of timeliness must be presented to a neutral arbitrator.

The Local filed a petition to compel arbitration (Code Civ. Proc., § 1281.2) and a petition for writ of mandate (§ 1085). The trial court denied both petitions and then granted the MWD’s application for cost-of-proof attorney fees and expenses in the amount of $26,983.50. (Id., § 2033, subd. (o).) The Local has appealed from all three orders. Additional facts will be presented in connection with the pertinent discussions.

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126 Cal. App. 4th 247, 24 Cal. Rptr. 3d 285, 2005 Daily Journal DAR 1280, 2005 Cal. Daily Op. Serv. 938, 176 L.R.R.M. (BNA) 2787, 2005 Cal. App. LEXIS 129, Counsel Stack Legal Research, https://law.counselstack.com/opinion/american-federation-of-state-county-municipal-employees-v-metropolitan-calctapp-2005.