California School Employees Ass'n v. Bonita Unified School District

163 Cal. App. 4th 387, 77 Cal. Rptr. 3d 486, 184 L.R.R.M. (BNA) 2618, 2008 Cal. App. LEXIS 782
CourtCalifornia Court of Appeal
DecidedMay 28, 2008
DocketB200141
StatusPublished
Cited by6 cases

This text of 163 Cal. App. 4th 387 (California School Employees Ass'n v. Bonita Unified School 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
California School Employees Ass'n v. Bonita Unified School District, 163 Cal. App. 4th 387, 77 Cal. Rptr. 3d 486, 184 L.R.R.M. (BNA) 2618, 2008 Cal. App. LEXIS 782 (Cal. Ct. App. 2008).

Opinion

Opinion

MALLANO, Acting P. J.

— For decades, the Education Code did not permit classified employees of public school districts to submit disciplinary disputes to binding arbitration. Rather, the district’s governing board had broad and sole authority to make disciplinary decisions. In 2001, the Legislature addressed the subject. The result was a statute — not yet construed by the courts — that allows classified employees to arbitrate certain disciplinary matters (Ed. Code, § 45113, subd. (e) (section 45113(e)).

Here, a school district summarily terminated a classified employee, declining to apply the progressive disciplinary steps set forth in the parties’ collective bargaining agreement (CBA). Under the CBA, progressive discipline was mandatory unless the employee’s wrongdoing was sufficiently “serious.” The discharged employee and the union submitted to arbitration the question of whether the employee’s wrongdoing was so serious as to excuse the use of progressive discipline. The arbitrator found in the employee’s favor and ordered his reinstatement with backpay and benefits.

*391 The 2001 statute authorizes the district’s governing board to review an arbitration award under the standards imposed by the California Arbitration Act (Arbitration Act; Code Civ. Proc., § 1286.2). (See Ed. Code, § 45113(e).) In this case, the governing board reviewed the evidence presented at the arbitration hearing, disagreed with the arbitrator’s definition of “serious,” and issued its own decision, “vacating” the arbitration award and upholding the employee’s termination.

The employee and the union turned to the trial court for relief, filing a petition to confirm the arbitration award and to obtain a writ of mandate directing the governing board to reverse its decision and comply with the remedial portion of the award. The trial court granted the petition in its entirety.

We conclude that the arbitration award was “final and binding” in accordance with the terms of the CBA. Further, because none of the statutorily permitted grounds for vacating the award applied (see Code Civ. Proc., § 1286.2), the governing board erred in “vacating” it. Even assuming that the arbitrator made an error of fact or law, the award cannot be set aside on that basis. Thus, the trial court properly confirmed the award and issued the writ of mandate.

I

BACKGROUND

Since 1995, Donald Roberts has been employed by the Bonita Unified School District (District). He began his employment as a maintenance mechanic and, in 2001, became a lead maintenance mechanic in the District’s facilities department. Roberts, a classified employee, was represented by the union, the California School Employees Association, Bonita Chapter No. 21 (CSEA). The District’s classified positions include certain jobs in the clerical, fiscal, maintenance, operations, food services, and transportation areas. Classified employees are typically distinguished from certificated employees, who require a teaching certificate. (See Ed. Code, §§ 44006, 45103, subd. (a), 45104.)

On June 3, 2004, the District’s superintendent sent Roberts a “Notice of Termination and Suspension Without Pay,” specifying nine “causes” and 24 “reasons” for suspending and discharging him. (See Ed. Code, § 45116.) The “causes” included incompetence, dishonesty, insubordination, immoral conduct, evident unfitness for service, absent without authority, and violation of *392 school laws. Among the “reasons” were (1) communicating regularly with staff members in rude, abusive, sexually explicit, and threatening language; (2) creating a sexually hostile work environment for two female employees; (3) refusing to do assigned duties; (4) failing to comply with supervisors’ directions; (5) permitting a subordinate to damage District equipment and to harass other maintenance department employees; (6) taking District property home for personal use; (7) destroying District property; (8) intimidating employees of the maintenance department on a regular basis; and (9) exposing the District to liability under state and federal antidiscrimination laws. The letter informed Roberts that he would be suspended without pay effective upon the close of business on June 15, 2004, explaining that “during the pendency of dismissal proceedings, you present an unreasonable risk of harm to District staff and District property.”

Roberts challenged the discipline through two methods. First, he requested a traditional hearing, authorized by statute, before the governing board. (See Ed. Code, §45113, subd. (c) (section 45113(c)) [providing for hearing on disciplinary charges at option of employee].) The proceeding would be conducted by a hearing officer appointed by the governing board. (See Dist. Admin. Regs., § 3.c.(l).) The governing board would ultimately render a decision. (See id., § 3.c.(7).)

Second, under the CBA and the statute enacted in 2001 (Ed. Code, § 45113(e)), Roberts and the CSEA filed a grievance — “a claim . . . that there exists an alleged violation, misinterpretation, or misapplication of the specific provision(s) of this Agreement.” (CBA, § 9.8.1.) A grievance, if not informally resolved by the parties, is decided by an arbitrator, whose award is — as stated in section 9.9.4.4 of the CBA — “final and binding.” The CBA also provided: “The arbitrator shall have no power to alter, amend, change, add to, or subtract from any of the terms of this Agreement [and] shall therefore not have the authority ... to interpret or apply the Agreement so as to change what can fairly be said to have been the intent of the parties as determined by generally accepted rules for contract construction.” (CBA, § 9.9.4.3.) Further, “[p]ast practice of the parties in interpreting or applying terms of this Agreement may be relevant evidence . . . .” (CBA, § 9.9.4.3.)

Under section 26.1.1 of the CBA, the District was required to use “progressive discipline” — verbal counseling, verbal warning, written warning, and letter of reprimand — which “shall not be bypassed unless the serious nature of the offense warrants [it].” That section continued: “Whether or not the nature of the offense was so serious as to require bypassing progressive discipline steps may be submitted to arbitration.” Under section 26.3 of the CBA, “[a]ctions for cause beyond a letter of reprimand including . . . suspension and termination will be conducted in accordance with [certain sections of the] Education Code.”

*393 To streamline the decisionmaking process, the parties agreed to conduct the board hearing and the arbitration in a consolidated proceeding before a third party, Richard W. Calister, Esq., a labor disputes arbitrator. As memorialized in an August 4, 2004 letter from the District to the CSEA: “We agree that under the CBA, if Mr. Calister determines that the nature of the offenses against Mr. Roberts [is] not so serious as to require bypassing progressive discipline steps, the termination decision cannot stand. . . . [¶] We agree that under the CBA, Mr. Calister’s decision on whether progressive discipline can be bypassed will be binding on the parties and the [Governing] Board in accordance with [the CBA], [¶] However, once Mr.

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Bluebook (online)
163 Cal. App. 4th 387, 77 Cal. Rptr. 3d 486, 184 L.R.R.M. (BNA) 2618, 2008 Cal. App. LEXIS 782, Counsel Stack Legal Research, https://law.counselstack.com/opinion/california-school-employees-assn-v-bonita-unified-school-district-calctapp-2008.