Chester Upland School District v. Pennsylvania Labor Relations Board

150 A.3d 143, 2016 Pa. Commw. LEXIS 483, 2016 WL 6778048
CourtCommonwealth Court of Pennsylvania
DecidedNovember 16, 2016
Docket2599 C.D. 2015
StatusPublished
Cited by3 cases

This text of 150 A.3d 143 (Chester Upland School District v. Pennsylvania Labor Relations Board) is published on Counsel Stack Legal Research, covering Commonwealth Court of Pennsylvania primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Chester Upland School District v. Pennsylvania Labor Relations Board, 150 A.3d 143, 2016 Pa. Commw. LEXIS 483, 2016 WL 6778048 (Pa. Ct. App. 2016).

Opinion

OPINION BY

JUDGE SIMPSON

In this labor relations case, the Chester Upland School District (District) petitions for review of a Final Order of the Pennsylvania Labor Relations Board (Board) that determined the District committed unfair labor practices within the meaning of Sections 1201(a)(1) (interfering with employee rights) and (a)(5) (refusing to bargain collectively in good faith) of the Public Employe Relations Act (PERA), 1 43 P.S. §§ 1101.1201(a)(1), (5). The Board’s order also required that the District rescind an attendance and punctuality policy it unilaterally imposed during the 2013-14 school year after the June 30, 2013 expiration of the District’s respective collective bargaining agreements (CBAs) with the Chester Upland Educational Association, PSEA/ NEA, and the Chester Upland Educational Support Personnel Association, PSEA/ NEA (collectively, Unions). The District contends the Board erred in determining it committed unfair labor practices by imple- *146 meriting its new policy. For the reasons that follow, we affirm.

I. Background

A. Generally

The Board found the following pertinent facts. The District and the Unions are parties to respective CBAs that expired on June 30, 2013. In August 2013, the District notified its employees of a new attendance and punctuality policy. The Unions responded with a letter asserting the new policy changed the terms and conditions of employment and therefore constituted a mandatory subject of bargaining that must be agreed upon by both parties prior to implementation.

In October 2013, the Unions objected to the new policy on the basis that it was a mandatory subject of bargaining. The District, however, disagreed. During collective bargaining negotiations in October and November 2013, the District took the position that the policy merely explained how absences would be tracked, and that the District did not alter the way employees could use sick leave or change any of the disciplinary consequences associated with absences. In particular, the District asserted that discipline applied under the new policy is not any different than the discipline that could have been applied prior to the adoption of the new policy. The Unions, however, requested that the District stop implementation of the policy until it was properly bargained. Thereafter, the Unions filed unfair labor practice charges asserting that its unilateral implementation of the new policy violated PERA.

In January 2014, the Secretary of the Board issued a complaint and notice of a hearing. Prior to the hearing, the parties agreed to submit stipulations and joint exhibits in lieu of testimony.

B. District’s Codified Sick Leave Policy

With regard to sick leave, described as “Attendance Protocol,” the policy includes the following features:

After the third day of absence for personal illness:
• An informal conversation with your rating officer
• Note on the Attendance Ledger that the conversation took place
• A memo documenting the conversation
After the fifth day of absence for personal illness:
• A warning memo and copy of current Attendance Ledger
® Memo and copy of the ledger placed in the school or appropriate office file
After the seventh day of absence for personal illness:
• Unsatisfactory Incident Memo
• Conference with the rating officer and union representation
• Documents forwarded for review to the Deputy Superintendent
• The Deputy Superintendent will forward the documents to the official personnel file
After the ninth day of absence for personal illness:
• Unsatisfactory Incident Memo
• A conference with the rating officer and union representation
• Documents forwarded to the Deputy Superintendent (instructional) or the Director of Human Resources (non-instruetional) for a second level hearing

Joint Ex. No. 3; Reproduced Record (R.R.) at 122a.

*147 C. Initial Approach: Hearing Examiner’s Proposed Decision and Order

Before Hearing Examiner Stephen A. Helmerich (Hearing Examiner), the Unions alleged the District violated Section 1201(a)(5) of the PERA by refusing to bargain with regard to the‘attendance and punctuality policy before unilaterally implementing the policy. The Unions also alleged the District’s failure to collectively bargain over a mandatory subject of bargaining would discourage union membership.

In his Proposed Decision and Order (PDO), Hearing Examiner reasoned that in order to determine whether a particular issue is a subject of mandatory bargaining, the Board must apply a balancing test to determine whether the impact of the issue on the interest of the employee in wages, hours, and other terms and conditions of employment outweighs its probable effect on the basic policy of the school system as a whole. Pa. Labor Relations Bd. v. State College Sch. Dist., 461 Pa. 494, 337 A.2d 262 (1975). Pursuant to Sections 702 and 703 of PERA, matters of inherent managerial policy and matters in which the employer may not agree because of prohibitive language in another statute are not subjects of mandatory bargaining; 43 P.S. §§ 1101.702,1101.703. The Board and the courts also recognize that no violation of the statutory duty to bargain may be found: (1) if there is no change to past practice, Clark Summit Borough, 29 PPER 29126 (Final Order 1998); (2) if the change involved a matter of inherent managerial policy, Joint Bargaining Comm. of Pa. Social Servs. Union v. Pa. Labor Relations Bd., 503 Pa. 236, 469 A.2d 150 (1983); or, (3) if the employer is contractually privileged to make the change, Pa. State Troopers Ass’n v. Pa. Labor Relations Bd., 761 A.2d 645 (Pa. Cmwlth. 2000), The party asserting. the commission of an unfair labor practice bears the burden of establishing the violation by substantial and .legally credible evidence. Pa. Labor Relations Bd. v. Kaufman Dep’t Stores, 345 Pa. 398, 29 A.2d 90 (1942).

Initially, Hearing Examiner, noted, several Board decisions hold that sick leave policies are mandatory subjects of bargaining under the State College test. See Greater Johnstown Educ. Ass’n v. Greater Johnstown Sch. Dist,, 19 PPER 19112 (Final Order 1988); Southeast Delco Educ. Ass’n v.

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150 A.3d 143, 2016 Pa. Commw. LEXIS 483, 2016 WL 6778048, Counsel Stack Legal Research, https://law.counselstack.com/opinion/chester-upland-school-district-v-pennsylvania-labor-relations-board-pacommwct-2016.