Association of Oregon Corrections Employees v. State

295 P.3d 38, 353 Or. 170, 2013 WL 179459, 2013 Ore. LEXIS 6, 194 L.R.R.M. (BNA) 3250
CourtOregon Supreme Court
DecidedJanuary 17, 2013
DocketUP 3303; CA A143552; SC S059971
StatusPublished
Cited by13 cases

This text of 295 P.3d 38 (Association of Oregon Corrections Employees v. State) is published on Counsel Stack Legal Research, covering Oregon Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Association of Oregon Corrections Employees v. State, 295 P.3d 38, 353 Or. 170, 2013 WL 179459, 2013 Ore. LEXIS 6, 194 L.R.R.M. (BNA) 3250 (Or. 2013).

Opinion

*172 WALTERS, J.

The Department of Corrections (DOC), a public employer, made changes to its employees’ scheduled days off and their shift stop and start times without first bargaining with representatives of the employees’ union, the Association of Oregon Corrections Employees (AOCE). As an affirmative defense to AOCE’s ensuing complaint alleging that DOC had committed an unfair labor practice, DOC asserted that the terms of the parties’ collective bargaining agreement (CBA) permitted its unilateral action. The Employment Relations Board (ERB) rejected DOC’s argument and concluded that DOC had committed an unfair labor practice under ORS 243.672(l)(e). 1 The Court ofAppeals reversed. Assn. of Oregon Corrections Emp. v. State of Oregon, 246 Or App 477, 268 P3d 627 (2011) (AOCE II). We reverse the decision of the Court of Appeals and remand to that court to permit it to consider an assignment of error that it did not reach.

I. FACTS AND PROCEDURAL BACKGROUND

AOCE is the exclusive representative of a bargaining unit of correctional officers, sergeants, and corporals employed by DOC, a public employer, at the Oregon State Penitentiary. AOCE and DOC were parties to a collective bargaining agreement that was effective from July 1, 2001, through June 30, 2003. Shortly before May 27, 2003, AOCE learned that DOC intended to post a new work schedule. The new schedule changed, among other things, employees’ scheduled days off and their shift start and stop times. At a bargaining meeting on May 27, 2003, AOCE informed DOC that, in its view, the intended changes affected mandatory subjects of bargaining and that DOC would be committing an unfair labor practice if it implemented them without bargaining with AOCE. On May 30, 2003, DOC posted the new schedule. On June 27, 2003, AOCE filed a complaint with *173 ERB alleging, among other things, that DOC had committed an unfair labor practice under ORS 243.672(l)(e), the provision of the Public Employees Collective Bargaining Act (PECBA) that prohibits a public employer from refusing to bargain collectively in good faith with the bargaining representative of its employees. 2

DOC denied AOCE’s allegations and raised a number of affirmative defenses, one of which alleged that “the Collective Bargaining Agreement allows management to set the work schedule(s).” For that contractual defense, DOC relied on Article 3 of the CBA, which included a management rights clause providing that DOC “retains all inherent rights of management” and “retains all rights to direct the work of its employees, including but not limited to, the right *** to schedule work *** except as modified or circumscribed by the terms of this Agreement.” DOC also alleged as a separate affirmative defense that AOCE had waived its right to bargain by failing to file a timely demand, as required by ORS 243.698(3).

ERB first determined that “scheduling the particular hours of the day and days of the week that an employee is assigned to work constitutes ‘hours of work’, a per se mandatory subject of bargaining under ORS 243.650(7)(a).” Ass’n of Oregon Corr. Employees v. State of Oregon, Dep’t of Corr., 20 PECBR 890 (2005). ERB then concluded that DOC had made a unilateral change with respect to those matters and, thus, had committed an unfair labor practice. 3 Id. at 899. In doing so, ERB rejected DOC’s contractual defense, *174 determining that DOC had not demonstrated that AOCE contractually had waived its statutory right to bargain over the contested changes. 4 Id. at 899-900.

DOC appealed to the Court of Appeals. Its primary argument on appeal was that ERB had erred in its analysis of DOC’s contractual defense. ERB had erred, DOC contended, in evaluating the CBA to determine whether DOC had demonstrated a waiver of the statutory right to bargain. Instead, DOC argued, ERB legally was required to decide, as an initial matter, whether the CBA authorized DOC to make the changes at issue. The court agreed with DOC and did not reach DOC’s other arguments: that Article 3 constituted a waiver of AOCE’s right to bargain even under ERB’s waiver analysis, and that AOCE had waived its right to bargain by failing to file a timely demand to bargain under ORS 243.698(3). The Court of Appeals reversed and remanded the case to ERB, instructing ERB to determine in the first instance “whether, under the terms of the CBA, DOC was authorized to make the changes * * * that it did.” Association of Oregon Corrections Employees v. DOC, 209 Or App 761, 770, 149 P3d 319 (2006) (AOCE I).

On remand, ERB determined that the terms of the CBA were ambiguous and, after considering extrinsic evidence, concluded that the parties had not authorized DOC to make the contested changes. Ass’n of Oregon Corr. Employees v. State of Oregon, Dep’t of Cort., 23 PECBR 222 (2009). The Court of Appeals again reversed. AOCE II, 246 Or App at 479. The court determined that the terms of the CBA unambiguously granted DOC the right to make the contested changes and that ERB had erred in concluding that DOC had committed an unfair labor practice under ORS 243.672(l)(e). Id. AOCE sought review in this court, which we allowed.

*175 Before we begin our discussion of the issues for our consideration, we note that DOC does not dispute that (1) employees’ days off and shift stop and start times are mandatory subjects of bargaining; (2) DOC had a statutory obligation and AOCE had a statutory right to bargain over those matters; and (3) DOC made changes to those matters without first bargaining with AOCE. Thus, whether ERB was correct in concluding that DOC committed an unfair labor practice under ORS 243.672(l)(e) depends on whether ERB was correct in deciding that DOC had not established a sufficient affirmative defense to the charge that it made a change in a mandatory subject of bargaining without first bargaining with AOCE.

The first issue that we must reach in deciding that question is the correct legal framework by which to measure DOC’s affirmative defense. In its 2005 decision, ERB had used a waiver analysis — an analysis that the Court of Appeals rejected in AOCE I. AOCE did not petition for review in AOCE I.

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Bluebook (online)
295 P.3d 38, 353 Or. 170, 2013 WL 179459, 2013 Ore. LEXIS 6, 194 L.R.R.M. (BNA) 3250, Counsel Stack Legal Research, https://law.counselstack.com/opinion/association-of-oregon-corrections-employees-v-state-or-2013.