Regents of the University of California (Non-Academic Senate Instructional/Research and Allied Professionals) (PERB 0270HB)

STATE 	OF 	CALIFORNIA
DECISION 	OF 	THE
PUBLIC 	EMPLOYMENT 	RELATIONS 	BOARD
IN THE MATTER OF:
UNIT 	DETERMINATION 	FOR
PROFESSIONAL 	NON-ACADEMIC 	SENATE
INSTRUCTIONAL EMPLOYEES 	(UNIT 	18)
OF 	THE 	UNIVERSITY 	OF CALIFORNIA
PURSUANT TO CHAPTER 744 	OF 	THE
STATUTES 	OF 	1978 	(HIGHER EDUCATION
EMPLOYER-EMPLOYEE 	RELATIONS 	ACT)
Case No. 	SF-PC-1001 et al
PERB Decision No. 	270b-H
October 24, 	1983
Appearances: 	Robert J. 	Bezemek, 	Attorney 	(Bennett 	& Bezemek)
for 	University Council, 	American Federation of Teachers; 	Glenn
Rothner, Attorney 	(Reich, Adell & Crost) 	for American
Federation of State, 	County and Municipal Employees, 	AFL/CIO;
Douglas H. 	Barton, 	Kent Jonas 	and Susan C. 	Paulsen, 	Attorneys
(Corbett, Kane, Berk & Barton) 	and James N. Odle, Associate
Counsel 	for 	the 	Regents 	of 	the 	University of 	California.
--
Before Tovar, 	Jaeger, Morgenstern and Burt, Members*
DECISION
In PERB Decision No 270-H, 	issued on December 	28, 	1982, 	the
Public 	Employment 	Relations 	Board 	(PERB or 	Board) 	created 	two
separate 	bargaining 	units 	for 	non-academic 	senate 	professional
employees of 	the 	University of 	California. 	These 	are 	the
non-academic 	senate 	instructional 	unit 	(instructional 	unit) 	and
the 	research 	and 	allied 	professionals 	unit.
*Chairperson Gluck 	did 	not 	participate 	in 	this 	Decision.
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Paragraph 	3 of 	the 	Order 	in PERB Decision No. 	270-H
directed 	that 	in 	each 	of 	the 	units 	found 	appropriate
managerial, 	supervisory, 	confidential and casual employees
shall 	be 	excluded.1 Thereafter, 	the parties 	stipulated
1The 	Higher 	Education 	Employer-Employee 	Relations 	Act
(HEERA) 	is 	codified 	at Government Code 	section 	3560 et 	seq,
All 	statutory 	references 	are 	to 	the 	Government 	Code 	unless
otherwise 	specified.
Subsection 	3562(1) 	of HEERA provides:
"Managerial 	employee" 	means 	any 	employee
having 	significant 	responsibilities 	for
formulating 	or 	administering 	policies 	and
programs. 	No employee 	or 	group of employees
shall 	be 	deemed 	to 	be managerial 	employees
solely 	because 	the 	employee 	or 	group of
employees 	participate 	in 	decisions 	with
respect to courses, 	curriculum, 	personnel and
other 	matters 	of 	educational policy. 	A
department 	chair 	or 	head 	of 	a 	similar 	academic
unit 	or 	program who performs 	the 	foregoing
duties 	primarily on 	behalf 	of 	the members 	of
the 	academic 	unit 	or 	program shall 	not 	be
deemed 	a managerial 	employee 	solely 	because 	of
such duties.
Section 	3580.3 of 	the 	HEERA provides:
"Supervisory 	employee" 	means 	any 	individual,
regardless of 	the 	job description or 	title,
having 	authority, 	in 	the 	interest of 	the
employer 	to hire, 	transfer, 	suspend, 	lay off,
recall, promote, discharge, assign, reward, or
discipline other 	employees, 	or 	responsibility
to direct 	them, 	or 	to adjust 	their 	grievances,
or 	effectively 	to 	recommend 	such 	action, 	if,
in 	connection with 	the 	foregoing, 	the exercise
of 	such 	authority 	is 	not 	of 	a merely 	routine
or clerical nature, 	but 	requires 	the use of
independent 	judgment. 	With 	respect 	to 	faculty
or 	academic employees, 	any department 	chair,
head 	of 	a 	similar 	academic unit or 	program, 	or
22

in 	the 	instructional unit 	to the 	exclusion, 	as 	supervisory, of
the 	employees 	listed 	in Appendix 	A attached 	hereto. 	The 	Board
has 	held 	that 	it will 	approve 	a 	stipulation 	in a 	unit
determination 	matter 	when 	the 	stipulation 	does 	not 	contravene
the 	Act 	or 	established 	Board 	policies. 	Centinela Valley Union
High 	School District 	(8/7/78) 	PERB Decision No. 	62. 	A review
of 	the 	record 	in 	this 	proceeding 	reveals 	that 	it 	is 	adequate 	to
support 	the 	stipulation. 	Therefore, 	the 	stipulation submitted
other 	employee 	who 	performs 	the 	foregoing
duties 	primarily 	in 	the 	interest of 	and 	on
behalf 	of 	the 	members 	of 	the 	academic
department, 	unit or program, 	shall not be
deemed 	a 	supervisory 	employee 	solely 	because
of 	such duties; 	provided, 	that with 	respect 	to
the 	University of 	California 	and 	Hastings
College of 	the Law, 	there 	shall be a
rebuttable 	presumption 	that 	such 	an 	individual
appointed 	by 	the 	employer 	to 	an 	indefinite
term 	shall be 	deemed 	to 	be 	a 	supervisor.
Employees 	whose 	duties 	are 	substantially
similar 	to 	those 	of 	their 	subordinates 	shall
not 	be 	considered 	to 	be 	supervisory 	employees.
Subsection 	3562(e) 	of HEERA provides:
"Confidential 	employee" 	means 	any employee 	who
is 	required 	to 	develop or 	present management
positions 	with 	respect 	to meeting 	and
conferring 	or 	whose 	duties 	normally 	require
access 	to 	confidential 	information 	which
contributes 	significantly 	to 	the 	development
of 	such management 	positions.
Managerial 	and 	confidential 	employees 	are 	excluded 	from
coverage 	under 	HEERA in subsection 	3562(f). 	Supervisory
employees 	have 	limited 	rights 	as 	set 	forth 	in 	section 	3580
et 	seq.
w	
3

by 	the 	parties 	regarding 	the 	exclusion of 	employees 	listed 	in
Appendix 	A 	is 	hereby 	approved 	by 	the 	Board.2
The 	parties 	also 	submitted 	a 	stipulation 	stating 	that
employees 	listed 	in Appendix 	B 	attached 	hereto 	shall 	vote
challenged 	ballots 	in 	any 	representation election 	in 	the
instructional unit 	if 	the 	parties 	are 	unable 	to agree 	whether
they 	should 	be 	included 	in or 	excluded 	from 	the 	unit. 	The
status 	of 	employees 	designated 	to 	vote 	challenged 	ballots 	will
be 	determined 	at 	a 	later 	date 	in 	accordance 	with 	the 	provisions
of 	the 	parties' 	stipulation and 	PERB's 	regulations 	and
procedures. 	This 	stipulation 	is 	also approved.
2The 	Board 	does 	not 	specifically 	designate 	these
classifications 	and 	employees 	as managerial, 	supervisory or
confidential. 	In 	the 	State 	Employer-Employee 	Relations Act,
Phase 	III, 	Unit Determination Proceeding 	(10/18/79) 	PERB Order
No. Ad-79-S, the Board 	stated 	that 	it:
. 	. 	. 	views the 	focus of 	the Phase 	III unit
determination 	proceedings 	to 	be 	a
determination 	of 	those 	rank 	and 	file
employees 	who 	are 	to 	be 	included 	in 	the
designated appropriate 	units. 	However, 	the
burden 	is on the 	. 	. 	. 	party which may seek
to exclude 	employees 	from 	units 	because 	of
alleged managerial, 	supervisory or
confidential 	status—to 	affirmatively 	justify
their 	exclusion. 	This 	can 	be done 	by showing
evidence 	of 	actual 	job 	requirements 	which
would 	disqualify 	the 	subject 	employees 	from
placement 	in 	representation 	units
irrespective 	of 	which 	exclusionary 	category
those 	employees 	may 	fit.
Thus, 	the 	Board 	only 	approves 	the 	exclusion of 	the
classifications 	and 	employees 	from 	the 	unit 	and 	not 	the
specific bases 	for 	the 	exclusions.
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4

ORDER
Upon 	the 	foregoing 	Decision 	and 	the 	entire 	record 	in 	this
case, 	the 	Public 	Employment 	Relations 	Board 	ORDERS 	that:
(1) 	The 	employees 	listed 	in Appendix A are 	excluded 	from
the 	Non-Academic 	Senate 	Instructional 	Unit 	according 	to 	the
agreement 	of 	the 	parties 	and 	based 	upon 	the 	factual 	record 	in
this 	proceeding.
(2) 	The 	employees 	listed 	in Appendix 	B 	attached 	hereto
shall 	vote 	challenged 	ballots 	in 	any 	representation 	election 	if
the 	parties 	are 	unable 	to 	agree 	whether 	they 	should 	be 	included
in 	or 	excluded 	from 	the 	unit.
(3) 	Any 	technical 	errors 	in 	this 	Order 	shall 	be 	presented
to 	the 	director 	of 	representation 	who 	shall 	take 	appropriate
action 	thereon 	in 	accordance 	with 	this 	Decision.
By 	the 	BOARD
55

APPENDIX A
Name 	Job Code 	Job Title 	Campus
-
Anderson, Jerry L. 	1605 	Lecturer 9 mos. 	UCI
Morris, Linda 	1605 	Lecturer 9 mos. 	UCD
Wampler, David R. 	1605 	Lecturer 9 mos. 	UCD
White, Jennifer 	1605 	Lecturer 9 mos. 	UCB
Christie, Erik 	1608 	Visiting Lecturer 9 mos. 	UCI
Young, Linda 	1608 	Visiting Lecturer 9 mos. 	UCD
Wagner, Vernon W. 	1609 	Visiting Lecturer 9 mos. 1/9 payment 	UCI
Ino, John 	1618 	Visiting Lecturer 11 mos. 	UCSF
Rabison, Sandy 	1618 	Visiting Lecturer 11 mos. 	UCSF
Roberts, Brenda 	1618 	Visiting Lecturer 11 mos. 	UCSF
Hofinga, Peter H. 	2100 	Supervisor of Physical Education -
9 mos. UCI
Lindeburgh, Franklin 	2100 	Supervisor of Physical Education -
9 mos.
UCR
Thornton, Raymond H. 	2100 	Supervisor of Physical Education -
9 mos.
UCI
Schmalenberger, Herbert A. 	2100 	Supervisor of Physical Education -
9 mos.
UCD
Singleton, Jue L. 	2110 	Supervisor of Physical Education -
11 mos. UCD
Boyle, Virginia 	2220 	Supervisor of Teacher Education 	UCI
Dohms, Patricia 	2220 	Supervisor of Teacher Education 	UCR

APPENDIX B3
Positions to Vote Challenge Ballots
Name 	Employee No. 	Title Code 	Title Name 	Campus
Jefferson, A. E. 	0100411645
0100411645 01505
04671 Assoc, in 	- 9 mos. l/9th pmt.
Principal Clerk UCB
UCB
Martinez, J. R. 	0100533660 	01608 	Visiting Lecturer - 9 mos. 	UCB
Ambrosiano, L. M. 	. 	0200012756 	01618 	Visiting Lecturer - 11 mos. 	UCSF
Begg, E. L. 	0300054480
0300054480 01615
03300 Lecturer - 11 mos.
Specialist UCD
UCD
Breidenbach, R. W. 	0300092190
0300092190 01615
03000 Lecturer - 1 1 mos.
in the A.E.S. UCD
UCD
Catlin, P. B. 	0300134150
0300134150 01615
03000 Lecturer - 1 1 mos.
in the A.E.S. UCD
UCD
Dejong, T. M. 	0300195895
0300195895
0300195895
01615
03020
03475
Lecturer - 11 mos.
Asst 	in the A.E.S.
Asst. Coop. Ext. (Agronomist)
UCD
UCD
UCD
Grimes, D. W. 	0300319050
0300319050 01615
03000 Lecturer - 11 mos.
in the A.E.S. UCD
UCD
Huntington, G. L. 	0300397790
0300397790 01615
03300 Lecturer - 11 mos.
Specialist UCD
UCD
Jones, M. B. 	0300425785
0300425785 01615
03000 Lecturer - 1 1 mos.
in the A.E.S. UCD
UCD
Leising, J. G. 	0300484925
0300484925
0300484925
01098
01605
02220
Summer Differential
Lecturer - 9 mos.
Supervisor of Teacher Ed.
UCD
UCD
UCD
Maggenti, A. R. 	0300520100
0300520100
0300520100
0300520100
01032
01099
01615
03000
Associate Divisional Dean
Administrative Stipend.
Lecturer - 11 mos.
in the A.E.S.
UCD
UCD
UCD
UCD
Martin, G. C. 	0300531280
0300531280 01615
03000 Lecturer - 11 mos.
in the A.E.S. UCD
UCD
Pruitt, W. 0 	0300675162
0300675162 01615
03000 Lecturer - 11 mos.
in the A.E.S. UCD
UCD
Robinson, F. E. 	0300706375
0300706375 01615
03000 Lecturer - 11 mos.
in the A.E.S. UCD
UCD
1.

Name
Sommer, N. F. 	0300785550
0300785550
01615
03000
Lecturer - 11 mos.
in the A.E.S.
UCD
UCD
Treguboff, C. E. 	0300842805 	01618 	Visiting Lecturer - 11 mos. 	UCD
Viglierchio, D. R. 	0300859897
0300859897
0300859897
01096
01615
03000
Stipend.-Department Chairp.
Lecturer - 11 mos.
in the A.E.S.
UCD
UCD
UCD
Weinbaum, S. 	0300881155
0300881155
01615
03010 Lecturer - 11 mos.
Assoc. 	in the A.E.S.
UCD
UCD
Winterlin, W. L. 	0300908500
0300908500
01615
03000 Lecturer - 11 mos.
in the A.E.S.
UCD
UCD
Broesamle, Jr., W. H. 	0400096971 	01608 	Visiting Lecturer - 9 mos. 	UCLA
Kinderman, J. V. 	0400448555 	01608 	Visiting Lecturer - 9 mos. 	UCLA
Waldinger, G. L. 	0400865675 	01609 	Visiting Lecturer - 9 mos. 1/9th 	UCLA
Reardon, J. L. 	0500685800 	02220 	Supervisor of Teacher Ed. 	UCR
Crosswhite, J. R. 	0600176714 	01608 	Visiting Lecturer - 9 mos. 	UCSD
Hunt, H. F. 	0600396550
0600396550
0600396550
01096
02100
03575
Stipend.-Department Chairp.
Supervisor of Phys. Ed. - 9 mos.
Speaker - University Exten.
UCSD
UCSD
UCSD
Kobayashi, B. N. 	0600459300 	02100 	Supervisor of Phys. Ed. - 9 mos. 	UCSD
Souviney, R. J. 	0600786700 	02220 	Supervisor of Teacher Ed. 	UCSD
Sweet, J. M. 	0600817923 	02100 	Supervisor of Phys. Ed. - 9 mos. 	UCSD
Fisher, M. J. 	0700115680 	01608 	Visiting Lecturer - 9 mos. 	UCSC
Kilpatrick, R. C. 	0700446573 	02120 	Assoc. Suprvsr. of Phys. Ed. -
9 mos. 	UCSC
Murray, R. A. 	0700574500 	02120 	Assoc. Suprvsr. of Phys. Ed. -
9 mos. 	UCSC
Roos, E. Y. 	0700724465 	01608 	Visiting Lecturer - 9 mos. 	UCSC
Baker, F. J. 	0900039358 	01600 	Senior Lecturer - 9 mos. 	UCI
Dempsay, L. B. 	0900200000
0900200000
01099
02100
Administrative Stipend.
Supervisor of Phys. Ed. - 9 mos.
UCI
UCI
Leisure, M. J. 	1000484966 	01618 	Visiting Lecturer - 11 mos. 	S/W	S/W
Employee No. 	Title Code 	Title Name 	Campus
2.