Local 589, Amalgamated Transit Union v. Massachusetts Bay Transportation Authority

CourtMassachusetts Superior Court
DecidedJanuary 5, 2022
Docket2184CV02779
StatusPublished

This text of Local 589, Amalgamated Transit Union v. Massachusetts Bay Transportation Authority (Local 589, Amalgamated Transit Union v. Massachusetts Bay Transportation Authority) is published on Counsel Stack Legal Research, covering Massachusetts Superior Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Local 589, Amalgamated Transit Union v. Massachusetts Bay Transportation Authority, (Mass. Ct. App. 2022).

Opinion

SUPERIOR COURT

LOCAL 589, AMALGAMATED TRANSIT UNION, PLAINTIFF, vs. MASSACHUSETTS BAY TRANSPORTATION AUTHORITY, DEFENDANT

Docket: 2184CV02779
Dates: December 22, 2021
Present: David A. Deakin Associate Justice
County: SUFFOLK, ss.
Keywords: MEMORANDUM OF DECISION AND ORDER ON PLAINTIFF’S MOTION FOR PRELIMINARY INJUNCTION

            On October 20, 2021, the defendant, the Massachusetts Bay Transportation Authority (“MBTA”) issued a “COVID-19 Vaccination Policy” (“the policy”), requiring its employees to be vaccinated against the COVID-19 coronavirus. Under the policy, employees who are not vaccinated and have not secured a medical or religious exemption can be discharged. On November 24, 2021, the plaintiff, Local 589 of the Amalgamated Transit Union (“the union”), which represents MBTA workers, filed this Verified Complaint, which seeks declaratory and injunctive relief. The union seeks an injunction prohibiting the MBTA from enforcing the vaccination policy and ordering the parties to arbitration to resolve their disagreement over its provisions. Because the union has not demonstrated that it is likely to prevail on the merits of the case or that the balance of irremediable harms favors the issuance of an injunction, the Motion for Preliminary Injunction is DENIED.

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FACTS & PROCEDURAL HISTORY

            On August 19, 2021, Governor Charlie Baker issued “Executive Order 595: Implementing a Requirement for COVID-19 Vaccination for the Commonwealth’s Executive Department Employees” (“Executive Order 595”). In Executive Order 595, Governor Baker called on “[i]ndependent agencies and authorities, public institutions of higher learning, elected officials, other constitutional offices, the Legislature, and the Judiciary . . . to adopt policies consistent with this Executive Order.” Executive Order 595 at p. 3, § 3. Between August 19 and October 19, 2021, the parties engaged in discussions, of varying degrees of formality, about the MBTA’s intention to implement a vaccination policy for its employees. See Barnes Aff.[1] at pp. 2-4, § 3. The union made several proposals; the MBTA agreed to some and rejected others. See id. at pp. 2-3, § c. The parties did not reach an agreement, and on October 20, 2021, the MBTA announced the policy at issue in this case. See MBTA Policy/Procedure No. 7.23, “COVID-19 Vaccination Policy,” appended to the Verified Complaint as “Attachment B.”

            The policy requires employees to be fully vaccinated immediately, [2][3] if they have not

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[1] References to the Affidavit of Ahmad Barnes Filed in Support of the Massachusetts Bay Transportation Authority’s Opposition to Plaintiff’s Motion for a Preliminary Injunction are denoted by the abbreviation, “Barnes Aff.,” followed by page and paragraph citations. References to the policy are denoted by the word, “Policy,” followed by page and section citations. References to the Collective Bargaining Agreement (“CBA”) are denoted by the abbreviation, “CBA,” followed by page and section citations. References to Impartial Umpire Sheila Mayberry’s “Denial of Union’s Motion for Preliminary Relief Re: Vaccination Policy” (“Denial”), which is Attachment 8 to the Barnes Affidavit, are denoted by the word, “Denial,” followed by a page citation.

[2] The policy, which was issued on October 20, 2021, requires all employees to be fully vaccinated “[a]s of October 18, 2021.” Because the policy permitted employees time to come into compliance, see text infra, its issuance two days after the deadline for compliance, although curious, does not appear to work any significant hardship.

[3] In its pleadings and at the hearing, the union submitted that ninety-four percent of the MBTA’s operating staff is vaccinated. It is not entirely clear to the court whether this also represents the percentage of union members that are vaccinated. Nothing, however, turns on this distinction, if, in fact, it is one.

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received “approved medical or religious exemption[s].” Policy at p. 2, § III, B. The policy defines full vaccination. See id. It also requires that employees maintain their vaccination by receiving booster shots as recommended by the federal Centers for Disease Control’s Advisory Council on Immunization Practices. See id. at p. 3, § IV. The policy also provides that employees are in “[p]artial compliance” if they have: (1) received the first shot of the Pfizer or Moderna vaccines; (2) scheduled an appointment to receive the Johnson & Johnson vaccines; or (3) have an application pending for a medical or religious exemption. Id. at p. 2, § III, C. The policy requires that employees submit proof of compliance – or partial compliance. The policy sets out a schedule of phased disciplinary actions that the MBTA can take if an employee is non- compliant.[4] The disciplinary steps culminate in administrative separation from the MBTA. See id. at p. 5, § VII. The disciplinary process is paused automatically if the non-compliant employee comes into partial compliance, and it ends – with associated documents removed from the employee’s record – if the employee becomes fully compliant before administrative separation. See id.

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[4] According to the policy, a non-compliant employee initially is issued a “First Notice of Non-Compliance.” Policy at p. 4, § VII. This notice instructs the employee to come into compliance and instructs the employee to attend a “follow-up compliance interview . . . approximately four weeks from the date of the [first] notice.” Id. After that interview, employees who continue not to comply will be issued a “Final Notice of Non-Compliance.” Id. Employees issued that notice will be suspended for five days, referred to the Employee Assistance Program, and ordered to appear at a second “follow-up compliance interview . . . approximately three weeks from the date of the [final] notice.” Id. An employee who remains non-compliant is then “[d]isqualified” from work and will not be paid, or accrue benefits. Sixty days after an employee’s disqualification, the employee can be “[a]dministratively [s]eparated” from the MBTA. Id. at p. 5, § VII.

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            On October 29, 2021, the union sent a letter opposing the policy to MBTA General Manager Steve Poftak. Verified Complaint, Attachment C, p. 3. The letter was termed “a grievance.” Id. The grievance expressed the union’s dual objections that the policy could not be implemented unilaterally by the MBTA and that, in any event, even if the MBTA could implement a vaccination policy without bargaining, the policy promulgated was unreasonable. See id. The letter requested that the dispute be heard by the impartial umpire designated in the collective bargaining agreement, Sheila Mayberry. See id. The MBTA objected by letter dated November 1, 2021. See Barnes Aff., Attachment 5.

            On November 3, 2021, the union filed a “Motion for Preliminary Relief” and supporting memorandum of law with Umpire Mayberry. Id., Attachment 6.

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Bluebook (online)
Local 589, Amalgamated Transit Union v. Massachusetts Bay Transportation Authority, Counsel Stack Legal Research, https://law.counselstack.com/opinion/local-589-amalgamated-transit-union-v-massachusetts-bay-transportation-masssuperct-2022.