PERB Decision No. 0653E•National Education Association (Clegg) (PERB 0653E)
National Education Association (Clegg) (PERB 0653E)
PERB Decision No. 0653ECalperb30 dic 1987
Testo completo
STATE OF CALIFORNIA DECISION OF THE PUBLIC EMPLOYMENT RELATIONS BOARD PATRICIA L. CLEGG, Charging Party, v. NATIONAL EDUCATION ASSOCIATION, Respondent. ) ) ) Case No. SF-C0-314 PERE Decision No. 653 December 30, 1987 ) ) ) ) ) ) ) Appearances: Patricia L. Clegg, on her own behalf; Diane Ross, Attorney, for California Teachers Association/National Education Association. Before Hesse, Chairperson: Porter and Craib, Members. DECISION HESSE, Chairperson: Charging party appeals the dismissal of her unfair practice charge against the National Education Association (NEA) alleging that NEA is liable for alleged deficiencies in the collection procedures and amount of agency fees collected by the Cambrian District Teachers Association, a local chapter of California Teachers Association/NEA, in violation of the Educational Employment Relations Act (EERA), Government Code section 3543.6(b). 1 lEERA is codified at Government Code section 3540 etseq. Unless otherwise indicated; all statutory references herein are to the Government Code. Section 3543.6(b) provides: It shall be unlawful for an employee organization to:
We concur with the regional attorney's analysis in the attached letter dismissing the charge for failure to state a prima facie case since NEA is not the exclusive representative of charging party's bargaining unit. (b) Impose or threaten to impose reprisals on employees, to discriminate or threaten to discriminate against employees, or otherwise to interfere with, restrain, or coerce employees because of their exercise of rights guaranteed by this chapter. ORDER The Public Employment Relations Board hereby ORDERS that the charges in Case No. SF-CO-314 are hereby DISMISSED without leave to amend. Members Porter and Craib joined in this Decision. 2
PUBUC EMfllOYMEHT RB.A,\. ~ BOARD San ~ R~ Office 1 77 Post StrNt. Suite 900 ian mm::isc:o. CaJaom:ia 9-44 oa (415} 557-13SO 'U-.-"L.. 1 ':!. C"Jl:.'.:l.J. ~ ...a,....,,. ........,.,_,, 10a'7 Patricia L. Cle;g Diana PDsa califcr.c:d.a Teac:hl!ln Aam... Re: REEUS\L TO ISSJE o:::M?I..A1:N!' AND ffis-ITSS1l.L CF UNFAIR PRACTICE CHAIGE Patricia L. Clesg v. Natic:m.l F.d.ucaticn Asso::iatiCl'l., 01arge No .. SF-CO-ll.4 Dear Parties: Pursuant to Pul?].ic Ernpl.oymlmt Relaticns Eoard (PERB} P.egul.aticn section 32730, a uJ.l:t?1;,,iMf:. will not "be issi_,ed in the aJ:ove-refe...~ case and the ;pei-rling charge is hereby dismissed because it fails to alle;e facts suf ficien±: to state a ~ima. facie violation of the Edu::aticral Emplq,mem: Relations Act. (EEP,A) ) ~ 'Ihe reasoning which urrler1 :i ~ this decisim fol 1 a.rs~ 0:1 Febroacy 25, 1987 Patricia L. Cle;,g filed an unfair practice cbarge agaimt the Califomia Teachers Assoc:i aticn (CTA} allegirq violation of Em. secticn 3543.6(b). !-bre specifically, charging party alleged that the cm. is jointly liable for alleged defects in the derrerrl-am-ret:orn scheme provided }¥' the cambrian District Teacller.s Asscx:l aticn (Assa:iati CD), the lccal chapter .. 'Ihese allege:i defects are descriJ:.a::i as fol.lcws. 1. A p:xtian of Ms .. Cl.egg's ncut:hJ.y pay has reen seizm unlawfully from her by the District. She is an objecting agency fee p3.yar an:1 therefore she- should have to pay ID JrOre than a certain percentage of memb!rsbip dues. A certain p:Jrticn of dues, by CIA' s admissicn, is dlargeable to poll tiau. and ideolcgic:al activities am therefore obje:±icm.ble to Ms. Clegg. Yet the District deducts 100 percent of the meni::P.rsh:i.p dues from Ms. Clegg's pa.ycheck. Despite her objection, the District a::intinues to facilitate the full de::lucticn of crA dues from her m:::nthly p:i.ycheck. The District is forcing her to extend an ltinvoluntary loanlt to CTA. 2. '!he meth:rl by which CI'A detemdnes tra.t a certain _I:Ortion of the m::nthly mo-tnbership dues is attributable to p::ilitical arrl ideolcgical expenses is objectionable. The au:lit, while claiming to have been u.rrlertaken in accordance 1,,,ith generally accepted accounting st:arrlards, does not irrlicate that it com_plie::l. with the Htrlson decisicn. The item:izatic:n contained in the au::l.it lacks the sr::iecificity required by Hu.1son ..
Diane lbsa Ma.reh 13, 1987 Page 2 3. CTA has failed to provide a reaoonah1y pruuJ.i:.-l opportunity for Ms. CJ.egg to cha.ll.en;e the alI0UtXt of the dedu::ticn.. Cl'A did not initiate a proce::3.lJre in a pron-pt manner. Over nine m:rrths transpired bet.wef.!r1 the effecti-ve date of Hlrls:::,n a.rd the arbitrati.cn h.ea.ri.a; ca,m1eucm in January 1987. '1he Amer.Lean Arbi t:mt.icn Assoc:::iat.iCll (AM) is not an imp:trtial dec:isial-ffli!lker. It was selected by CTA unilaterally. 'Aqer.q fee drjectcrs were not plrt of the sel.ectial process. '1he AAA hearing does not p:reee1t a reascrlabl& q;p::>rtunity to object to the ageney, fee aroom:t. 'll1e hearing was ~ at the headquarters of the statewide CTA in Burlia,;ame, california., during sdJ:x)l. b:Jur.s aver a peria:l of six days, an::i was set at a time am date that a:uld JXJt 'be c'lsat,,;c by an:y of the objecto.ts. ~ pu:ty has no reliable wa.y to verify whether the arbitrator selected by AAA is <.'f'.)IJpebmt arxi in:q;:artial. CrA. um.laterally :selected the a.rl:rl.t::ra:tcr from a list created by 'AAA. 4. cm. did not prov:i.de em for a.moms reasonably in dispute during the pericd that the dedu:ticn was reing challenged. '!he esert::»f account, if it exists, is saleJ.y ccnt?:Olled by crA an:l the.t:efcre n:)t in eoip1iaoce with Htrlson.. Charging party• s requests for informaticn about the escrow account have cane to nought. He bas not been told the names, lcx:ation oriden:ti ty of t.h::,se resμ:r...,si hle far the account. en M:u:'ch 2, 1987 the regicnal attorney wrote a letter to chargin:J party expl.ainir.g that the allegatiaJS in the original unfair practice cha.r..-ge insu£ficient to support a prina facie violaticn of EE.FA secticns 3543 .. 6(b) arrl 3544.9.. '!he letter, attached arrl i.u .. !OI.p:n:at:.ed by reference, warned that t.m.l.ess the alle;aticns were wi t:h:b:awn or a.znenied, they would be dismissed onMarch 13,, 1987. en March 13, 1987 the· regiaml. attarney sp:)ke with clarg:ing party o::ncer:ning the wa:rn:i.n; letter.. She ccnceas! that she bad read ved the letter an:i resolved net to wit.b:u:.aw a?:' ~ the charge. ~ly, far the reaSCIOS set forth in the wam:i.u.; letter referred to al:ove:, as well as this letter, the allegatiCD.S are hereby dismissed. No COI!:![lJalat will issue t:herem.. Pursuant to Public Enploymmn:t Relatials Boatd regulatiai secticn 32635 ( califon:rl.a h1mi m strati ve Ceil~ t.i tie 8, part III) , you may aJ.'."f)e&l the refusal to issue a C'O!!pJaint (dismissal) to tbe Saam itself .. Right to~ You may obtain a review of this dismissal of the charge by filing an appeal to the Board itself within twenty (20} calerrlar days after service of this Notice (sectia:1 32635(a}}. To be timely filed, the original an::1 five (SJ cqtles of suc:h appe,al must be actually received by the Paa.rd itself before the close of rosiness (5:00 p .. m.) or sent by telegraph or certified or Express United States mail p::>stmarke::i not later than the last date set for filing. Ca:1e of Civil Proce::lure section 1013 shall apply. 'Ihe Board's address is:
Patricia L.
Clegg
Diane
lbsS
M3.rc::h
13,
1987
Page 3
Public
I
Enploy:mmt
Rel.atiCJ:lS Board
103118th
Street
Sac:tane•to,
CA
95814
If
yo.i
file
a t.:ilmly appeal.
of
t:be
refusal. to issue
a
corpJaint.,
iillf:/'
other
party
may
file
with the
Eca:rd
an
original
a..r.d
five
(5)
ccpies
of
a
statemeut
in
q.;:xRitic.n
within
twenty
(20)
caJerdar days
fol.1.cltfing
the
date
of
service
of
the
~l
(sectia:t
32635(b)).
Sel:Vice
All
da:::tJments
aut:b::rri.zsd
to
be
filed
he.rein
must
also
be
..
servedn
up::n
all
parties to
the
pro::::eerli
r:g,
am.
a
"proof
of
serviceu
must accampimy
each
cq,y
of
a dc:ctJmem:
served
up:n
a
party
er filed
with the
B:ard
itself
(see
secticn
32140
£err
the
required
a:ntents
and
a sa.n:ple
form).
The
do:t@ent
will
be
c:::ns.{dered
pr:operly
11
served"
when ,P"=rsonally
delivered
or
deposited
in
the
first-class
mail
p:,stage
:paid
ar.d
prcperly addressed.
Extension
of
Ti.me
A
request for an extension
of
time
in
which
to
file
a
dccument
with
the
Eoam.
itself
JI!!..lst
be
in
writing
an:!
filed
with the
B:iard
at
the previously noted
address.
A
request
far
an extension
:rwst
'be
filed at
least
three
(3}
ca.letrlar
days
before the expiration
of
the
time
required for
filing
the
dc:x:rn1e.1t.
'11:e
request
must in.:licate goo:i cal.lSe
far
a.rd,
if
kn:Jwn,
the ,r:csiticn
of
each
oth:r
party
regard.in; the extension,
ani shall
be
accarrp-utled
by
prmf
of service
of
the request
u,pcr1 each
party (secticn 32132).
Final
ra.te
If
no
app::al
is
filed
within the specific
time
limits, the
dismissal
will
become
:Ei.na1.
when
the time
limits
have expired.
Very
truly
yorrs,
JEE'E'REY
SI..Cis.N
Gerieral Counsel
I
By
~ETER HABERFELrl
Regional Attorney
cc: General Counsel
I!• .., ..., - - _..rL."IJ I IV1 ~ .. 1 n ~"' San mt"tei:9c:o Fht9";i,mn Officm- ' 177 Pas.t Stl"fllt. Suitw 900 Fan Francisc::a. Calltarnia 9,,4408, , .. 15) 557-1 lSO Marc::h 2, 1987 Patricia L.. Cl egg Re: Patri.ci.a L- gegg· v. Na.tiaal Ednca.ti r:c Ass::x:::i aticn, ~e ~ SF~ Dear Ms. Cl.eg:g:- 01 Febrmry 25,. 1!387 ~ L.. Cl egg filed. an ,mfajr practice d12f.ZY1t against the Nat;jcrn,J Edcx:atic:c Asea::iaticn (m.) alleging vioJat;on of EEPA sect::ioc. 3543 .6,(b}.. l-bre sped fi c,J ly, chargu:g party al 1 eged tbat the m. is jointly , i abJ a £o:i: all~- de£acts in the aen:era-e.o::i-retrm scheme pcovi.da:l qr the Cami::::'ian .Di.strict:. Tea=iic:hers Ass:x::i ati en (Asso:::i.a:tial} , the local.. ~~ 'nlesa- aJ l e;an dafe:a are de-c::riberl as fol.lcus,. 1. A p:::n:ti.ca of l-'..s. CJ.egg• s rmthly pay bas been seized unlawfully fi:m ba- by the District- She is an object:iri; agency fee μ:i.yar and thetefo:::e ~ . should have to pay no xore thm a certain :rerc:entage. of ~ dues. A certain p:rrtian of dues, by CTA' s a&.nission.., is chargeable to p:,li tical. arrl ideolo;ical. act.:i vi ties am t:herefare objecticnabJ e to Ms. CI.egg. Yet the Dist.rict daiu::ts 100 percent of the menibe::ship dues frOiit Ps.. Clegfs paycheck.. ~it.a her objecti~ the District o:ntinues to faci}j tat.e . the full dedu::tjO"l of CTA dues f:ro'l'l% her· monthly paycheck. The Di..strict is faccir:g· her to exte!c'.d. an •~ laann to CI'A.. 2. 'l1le metht:::d by which. crA determiDM that a certain po:rtic:n of~ m:n!:hl_f' . ~p dues is a.tt:rlbu:ta:bl. ta poli t:i ca I and idenlcgi.cal E:JP?f± liiis is object-i u.,:,;,-.,, e,.. ·'lr..e au::ti.t:, wbile c1a:im:h:lg' to have l::een urrlert:a):en in accar&nce with ge,eraJ ly ac:cept::e:i acci.::,,mtiog star:rlalrls,.. does n::::it irrlicate that it carnpU eel with the Hu::!.son decision. 'fue i tem:i zati m cmtai.ned in the aulit la.c:ks. the ~ ticity reqo:ired by Rrls::n.. 3.. CTA ms fai J ea to provide a rea.s:::cably p1.o:rrpt Cf1fOC turri t:y- far M!J. CI.e;g to d:laJl eo.;a. the amount of the dedJ:cti on~ CTA did not initiate a prccedure in a ptoupl ira.nn.er. Over nine :months transpired bet:ween the effective date of ELrlson and the arbitration hea.rir.g ~ed. in January 1987. '!he American Arbitration Association (AAA) is nct: an irrpartial decision-maker. It was selected by CTA unilaterally_ :fl_r;o_nr;:y fee objectors were f"..ot pa.rt of the selection pra::ess_ The An..."/\. beari~ does not present a rea saoabJ e opp:u:::tuni ty to object to the ageo::y fee ao::::iunt. The hearing was corrlucted at the headquarters of th 0 stat.ewic!.:?CI:A.. in Burlingame, california, during schc:x::ll r:0urs over a _pericd. of sh: days, and was set at a tir.!e arrl date that could not be changed by any of the objectors,. Oiarging party 'has no re.licble -way to verify whe-tb:=:r Ue- arbitrator selected by AJ.A is ~tent and i:rrpartial. CTA unilaterallyselected. the arbitrator frO!ll a list -created by ADA ..
Patricia.
L...
Clegg
l--arch
2., l.987
Page2
4..
CIA
did
IXJt
provide
escl:;t:k
fr:Jr
amr:u::rl':s
reasi:,,
111b.l;y
in
perlcd
tha:t:.'
the
de.ii,
ct
i m was
mi
di
splt:o
~
the
a,;
cm
J1
ecged.
'lhe
es
:cc:l'lf
an,,.
•#It
.,
it it
exi~
is
sole.ly
ccat:oJ
J
ad
by
en\.
am Lll.c:re£a:e
not
in
carp}
i an::a
with
Hirls:::n. o-.argiJ:a;
piu:ty's
reqaests
fur
inft
ii
maticn
ai::x:,nt
accr:,,,m
tbs
esu.Cif''have-
a:ca
to
r:n,;ht:.
He
bas
mt
l::>ee'l!'t
told
the
mrnes,, Jo:a:ti:on
a:.--
.
identity of
t:h:::lSla
resrcns:i hJ a fc:rr
the
ao::.otmt:
..
Inveetigat.im
or
the
da.z:ga
reveal.ad
the
fol..l.Gn.n;. '.the·
agre,
.u
rt:
col.lec:t:iva--hn:gai,rftJJ
~
the
caz::il:t'd
an
El
en•r.t
a:cy Schxll..
Distrl.ct:
District
a.rd t:h:e- Ciel
•tian
P..sso:::iata:I Teas:U.ea {Ass.a:i,a-1!'.ial) cmta.i:c:s
an
cu:gaoj zat-.iooal..
mxri~
provisia:i
which
requires·
that
ll'!e!Mm:s
are
to
have
their
dues
dedu:t:ad
District
by
the
for
the
du:ratia:1.
of
the
agi.wt.
any
merrn
u:em:_..
Further,
er
of
the
who
is
mtl.t
net
a
of
the
As5CX:iatjcc
must
autbor.ize
payroll
dedu:t:ia.t
er
r.a.ke
~
to
the
Ac::so:::iatirxi
of
a
service fee equivaJent
to
tmif:ied
ship
dues,
iniHat:io:o.
F!"m~·
fees
am
general
assa.ss.um?ts.
If
aut:b::lriz.a
su::h
irrlividtal
does
o::,t
p;iyrOll
dedn::tio:.i
of the service fee
or
:make
fayr:Ient
~...J..y
the Asso::i.ati~
to
the
D:i.s'""...rict,
up:n
written
re.q.Je& £rem
the
A.c:;so::iatic:m,,
begin
shall.
payroll deductiai
of
the
sai:v.ice
f~.
PERB
:tec:ords
~
that
the
NE.A
is
a
naticrnal.
organizatic.n
w.i.th
which
Ass:ic:iatim
the
is
affiliated,
an:1
only
the
Jl.ssociatian
is
the
exclusive
rep:i:e-
sent:a:tjve
of District certificated
errployees.
the
Asscc:iaticn
pays
m.
a
_porticn
of
its
dtles
in return
for services.
In
Link
et al.
V.
Antio:::h
Unified
Sch::ol
Dis'""...rict,
et
al...
{1985)
PERR
Ot:'de:r'
.No. IR-47,,
the
B::erd examined
the
exclusive
representati.ve'"s
demam~nm
~
ani
determi.ne:i
that
the
pro:::edura.l.
protections
made
avaDable
to
object:in;
fee-paj:"01'."S
were
sufficient to
~
EEPA
stama:m.s,,
even
did
~
t:h-=y
not require
that
the
entire
arnu:at
of the
agency
fee
re
e~
the
p:rn:!-f
ng
e:xcltJ.Si
ve repre5!r?:t:ative'
s determ:imtion arrl
r
attril:lltable
to poll
tic:aJ./
ideolcgical.
~.
l
e~
of
the
ar:.oount
SUbsequent
to
PERS' s
declsim in
Link,
the
U.S
..
SUpreme:
Court
issued
its
cied.sicn
in
Chi~
Teachers
Unicn
v
..
Htrlson (1986)
106
s.ct.
1066
[121
I.mi
2793].. hi.rls:::ln
held
that
the
exdus:lve
rep::-ese:nts.tive
is
ccnstitut:ianaJ
1,¥
required
to
provid.e~
an
lThere
1
as here,
the exclusive representative
was
af£iliate:i with
statewide California
Teachers Assa::iaticn
(CTA}
and
National
:Educ:aticn
Association
(:NI'A).
?·2J1Y
aspects of the
de:rran::'i-arrl-retu:m
system were provida:l
by statewide
CTA
to
the local
chapter arrl
to
CTA
chapters
throL-gbout
the
state.
'Ihe
esc.raw' acroLI:1t,
for
example, was
administered
at the
state level arrl contained
a SUI'.!
interrled.
to protect
all
objectors in the state.Patricia L.
Clegg
Z.'.e.rd:1
2,
1987
Fage
3
adequa.t.e
erp]amtia,
of
the
basis
for
the
fee,
a
:rea30nahly
pra:::pt
upp:xtt
to
ch!J1
en:r»·
1
xli:tF
th!J aa:ut:tt:
of
the
fee
before
an
:inpartial
decisicn---fl!~.,
aI:Ji
e:scrCI#
a.
fr%
the
amr:uc:bs
l:Pl'IW1tably
ill
disp,,rt:a whiJ..a
such
cbaJJegea
aa,
.
I'ffrlm;•rn
Fresni::,
Unified
Sc::r:coi
District
(1982.}
PERB
Det::isim No.
208,
am 't2ftl:rlp:;tn'!
Unified
Sc:h:::ol. District
(1985)
Pm
Da:::is:ion No. 549,· PERE
held
that
affi]
me:;e
j
a±i
CC
by'
the
exclus:ive
.tep.t.
L91
I
d:etiV'e
wi.
th
the
statewide:
o:r:g:em
zrt:i
(su:::h
as
Ct%.
--,.
cm}
is
fr2ssrt:fjc:fant
to
ma1aa
tbs
st:atewida
arg,,nizatia:2
the
excl
rep:
,:
• I et i
ve
am
ll?'f-ten:::e.-
ma,..
it
was
cot
lial:ii.e
fer
a
vi
aJ
atloosee
o:f
L.i.tlk
~
• JU.so
v.. ca
1i
form.a
T~rs.
Asax:i
aticn
and
Natiaal &liratirn
(1981.)
Ass:x:iatim
PER!3
O?:der
No.
M-rn.
SinrlJarly, the exclusive
r:ep::~ta:tive's
a.ffi
Ji
at;
ca with
the.
m
did
I'J0t
rarler
m
the
excl.usiYe-
repc:1
.Ni'.'ftat:::be.
..
The
cl:a.rgar
as
wrl
tt:e:l,.
-fai J s
to
state
a
priJia
facie viola:tim
of
the
eYC:J:,
,s;;
ve
EE!U¼...
Qiq
rc;:pt,·
w,t:e:t:i~
is
requi.rad
to
provide
the
pro:::ed:t.:r;r ·protectia:%S
discussed
al:::ov'e.
NEA.
is
not
the exct.usi~
represeatative-,.
mt
an:l
tberef:cre
is.
chliga:i
to
provide
th~~
pro:::edU?:al
require.aents.
Ea.vi.cg
no
such
obJ
j
gaticn
m:der
EEPA.,
NEA.
is
not
an
apprq.ir.iat:e
a
party
to
this
act.ioa...
If
ya..i
feel that
there
are
any
factual
inaccuracies
in this
letter er
aaai
an:y-
tia,al
facts
whidl
would
o:xte:::t
the
deficiencies
explained
al:ove,, amerx:i
please
the
charge
aco::u:di.ngly.. {
1)
The au1errle:l
charge
sh:>Uld.:
be
_prepared ·
a..,
standard
a
PERS
unfair practice
charge
forn
clearly
laJ:eled
First
A~
Oia.rge, (2)
c::ntain
all
the facts
and
allegatia:ls
Yo:!
wish
to
ma.ke,
(3)
irrlicate the
ca.serii::m::er
~
imicated. en
the
fur:m
(even thoo;h
yo.i
a.re
not
to
write
in
the
b::lx: when
orig:h:2Jly filio:;
a
~e),
(4)
an::l
be signed
un::ler
~
of
~
by
the
clJa..rgi.ng
party
(
forms
errlosed)
• 1Ibe
charge
must
be
amernm
served
cc tbe
~.
ar:d
proof of
service
must
be
to
the
a.ttcdm
origi.."'la.l..
as
We-ll.
as
to
all
o::pies
of
the
aroerrled
charge
( faz:m:s
enciosedj
..
If
I
do not
receive-
an
amS:?Ced clia.cge
or
withira::wal.
March
13,
1987., I
shall
w from.
ym
an
or refcre
sm:i
ss
yo.:rr
c'harge.
If
you
have
any
ques<-da:a
to
pro::eed, on
b:1#
please-
call.
me
at
(415) 557-1350.
Sincerely yours,
Peter
Ha..Derie.wy
Regi
anal
At.t0-""!ley
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