Lowell School Committee v. United Teachers

12 Mass. L. Rptr. 672
CourtMassachusetts Superior Court
DecidedJanuary 2, 2001
DocketNo. 973410
StatusPublished

This text of 12 Mass. L. Rptr. 672 (Lowell School Committee v. United Teachers) 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
Lowell School Committee v. United Teachers, 12 Mass. L. Rptr. 672 (Mass. Ct. App. 2001).

Opinion

Fabricant, J.

INTRODUCTION

These three consolidated actions for review of arbitration awards present overlapping issues regarding the effect of the Education Reform Act of 1993 on teacher transfer provisions contained in the collective bargaining agreement between Lowell and its teachers’ union. This Court previously ruled on some of these issues in Civil Action No. 96-07012 [6 Mass. L. Rptr. 591], denying the City’s application for stay of arbitration of the dispute that is now presented in No. 97-3410. All three arbitration proceedings resulted in awards ordering the City to approve certain transfers. The City now seeks to vacate these awards; the Union seeks to confirm them. For the reasons that will be explained, the Court will vacate the award in No. 97-3410, confirm part and vacate part of the award in No. 99-3553, and confirm part and vacate part of the award in No. 99-5476, ordering that matter remanded to the arbitrator for redetermination of the remedy.

BACKGROUND

The background most pertinent to the issues presently before the Court consists of the applicable provisions of the collective bargaining agreement and of the governing statute. The Collective Bargaining Agreement, executed between the Lowell School Committee and the United Teachers of Lowell, provides for teacher transfers in Article XXVIII(A), as follows:1

1. All teaching vacancies which arise between May 16 of one school year to April 30 of the next school year shall be posted in the May 1 Compendium. Additions and/or deletions to the May 1 Compendium shall be posted as they arise in an Addendum prior to May 15.
2. Requests for transfers shall be submitted in writing and renewed annually no later than May 15 to the Superintendent. Requests shall include the grade and/or subject area and school(s), in order of preference, to which the teacher seeks assignment. Only permanent teachers are eligible for transfers.
3. When a transfer is to be made, a teacher’s background, certification, quality of teaching performance, skills required by the job, and length of service in the Lowell School system shall be consid- . ered. If all other variables are equal, length of service in the system shall be the controlling factor.
4. All teachers requesting a transfer shall receive a written statement as to the disposition of their request by June 30th. Only one transfer per teacher can be honored for a given school year.
All positions that become vacant after May 15 or any positions that are created after May 15 shall be filled by long-term substitutes and these positions shall appear on the May 1 Compendium of the following year.
5.Decisions by the Superintendent, or his designee, are final, unless arbitrary or capricious.

Also in issue in these cases is the grievance procedure provided in Article III of the agreement, which establishes a process for resolution of any complaint of an alleged violation of the agreement, or “a dispute involving the meaning, the interpretation, or the application thereof.” Article III provides a five-level process, beginning with an attempt at “informal settlement between the teacher and his immediate superior,” proceeding to written presentation to the superior, then referral to the superintendent, who meets with the aggrieved teacher and the union representative. If these three levels fail to achieve resolution, the process moves to “Level Four,” consisting of referral to the school committee, which must meet with the union’s grievance committee. If that fails, the union may “refer the unsettled grievance to arbitration.”

As the language of these collective bargaining provisions suggests, Massachusetts law formerly assigned to school committees authority for hiring of teachers. G.L.c. 71, §59B, as enacted by St. 1973, c. 421. In 1993, however, the Legislature reassigned that authority to each school’s principal by enactment of the Education Reform Act, St. 1993, c. 71, §53. As amended by that Act, G.L.c. 71, §59B, provides, in pertinent part:

Principals . . . shall be the educational administrators and managers of their schools and shall supervise the operation and management of their schools and school property, subject to the supervision and direction of the superintendent. Principals ... shall be responsible, consistent with district personnel policies and budgetary restrictions and subject to approval of the superintendent, for hiring all teachers, athletic coaches,2 instructional or administrative aides, and other personnel assigned to the school, and for terminating all such personnel, subject to review and prior approval by the superintendent and subject to the provisions of this chapter.
The school superintendent of a city or town or regional school district including vocational/technical schools, may also appoint administrators and other personnel not assigned to particular schools, at levels of compensation determined in accordance with policies established by the school committee.

This statutory reallocation of authority gave rise to the question that is at the heart of these cases: whether, and to what extent, a school committee has the power to constrain a principal’s hiring authority by entering into a collective bargaining agreement that grants teachers certain contractual rights with respect [674]*674to transfers from one school to another within the district. The issue first arose in Lowell in 1996, when the union filed a grievance, pursuant to Article III of the collective bargaining agreement, challenging the decisions of certain school principals to fill certain vacancies by hiring new teachers from outside the Lowell system, despite the requests of certain teachers already employed by the City to fill the positions by transfer. When the first three levels of the grievance procedure did not achieve resolution, the Union demanded a meeting with the School Committee, as provided by Level Four. The School Committee refused, taking the position that c. 71, §59B, superceded Article XXVIIKA) in its entirety, rendering the dispute outside the scope of the grievance procedure. The Union then demanded arbitration, to which the City responded by filing Civil Action No. 96-07012, seeking a stay of arbitration.

On cross-motions for summary judgment in that case, this Court issued a memorandum of decision dated April 24, 1997 [6 Mass. L. Rptr. 591]. The Court concluded, for reasons fully explained in that memorandum, that each principal’s authority over hiring, as established in c. 71, §59B, includes the filling of all positions within the school, whether by hiring from outside the school system or by transfer from other schools in the system. The Court further concluded that the statutory reference to “district personnel policies” authorizes school committees to require compliance with specified procedures, but not to impose substantive constraints that would effectively deprive principals of the discretion granted to them by the statute. Thus, the Court concluded that Article XXVIIKA) of the collective bargaining agreement, if construed to require principals to fill vacancies by granting transfer requests in preference to other applicants, would conflict with c. 71, §59B, and would therefore be superceded by that statutory provision.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

City of Gloucester v. Civil Service Commission
557 N.E.2d 1141 (Massachusetts Supreme Judicial Court, 1990)
School Committee of Waltham v. Waltham Educators Ass'n
500 N.E.2d 1312 (Massachusetts Supreme Judicial Court, 1986)
School Committee of West Springfield v. Korbut
369 N.E.2d 1148 (Massachusetts Supreme Judicial Court, 1977)
Berkshire Hills Regional School District Committee v. Berkshire Hills Education Ass'n
377 N.E.2d 940 (Massachusetts Supreme Judicial Court, 1978)
School Committee of Holbrook v. Holbrook Educ. Ass'n
481 N.E.2d 484 (Massachusetts Supreme Judicial Court, 1985)
School Committee of Boston v. Boston Teachers Union, Local 66
389 N.E.2d 970 (Massachusetts Supreme Judicial Court, 1979)
School Committee of Hanover v. Curry
343 N.E.2d 144 (Massachusetts Supreme Judicial Court, 1976)
Blue Hills Regional District School Committee v. Flight
421 N.E.2d 755 (Massachusetts Supreme Judicial Court, 1981)
School Committee of Danvers v. Tyman
360 N.E.2d 877 (Massachusetts Supreme Judicial Court, 1977)
Bradley v. School Committee
364 N.E.2d 1229 (Massachusetts Supreme Judicial Court, 1977)
Garrett v. Director of the Division of Employment Security
475 N.E.2d 1221 (Massachusetts Supreme Judicial Court, 1985)
Higher Education Coordinating Council v. Massachusetts Teachers' Ass'n
666 N.E.2d 479 (Massachusetts Supreme Judicial Court, 1996)
School Committee v. Education Ass'n
666 N.E.2d 486 (Massachusetts Supreme Judicial Court, 1996)
School Committee of Norton v. Norton Teachers' Ass'n
505 N.E.2d 531 (Massachusetts Appeals Court, 1987)
School Committee v. Springfield Administrators' Ass'n
628 N.E.2d 33 (Massachusetts Appeals Court, 1994)
School Committee v. Local 159, Service Employees International Union
679 N.E.2d 583 (Massachusetts Appeals Court, 1997)
Lowell School Committee v. United Teachers of Lowell, Local 495
6 Mass. L. Rptr. 591 (Massachusetts Superior Court, 1997)

Cite This Page — Counsel Stack

Bluebook (online)
12 Mass. L. Rptr. 672, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lowell-school-committee-v-united-teachers-masssuperct-2001.