PERB Decision No. 0658E•Berkeley Federation of Teachers, Local 1078, AFL-CIO (Moore) (PERB 0658E)
Berkeley Federation of Teachers, Local 1078, AFL-CIO (Moore) (PERB 0658E)
PERB Decision No. 0658ECalperb22 feb 1988
Testo completo
STATE OF CALIFORNIA DECISION OF THE PUBLIC EMPLOYMENT RELATIONS BOARD WILCIA SMITH MOORE, Charging Party, Case No. SF-CO-310 v . PERB Decision No. 658 BERKELEY FEDERATION OF TEACHERS, February 22, 1988 LOCAL 1078, AFL-CIO Respondent. Appearances: Wilcia Smith Moore on her own behalf. Before Hesse, Chairperson; Porter, Shank, and Cordoba, Members. CASE HISTORY HESSE, Chairperson: Charging party, Wilcia Smith Moore, filed an unfair practice charge against respondent, Berkeley Federation of Teachers, Local 1078, AFL-CIO (Union) , on February 2, 1987. In her charge, she alleged that respondent had violated sections 3543.2, 3543.5, and 3543.6 of the Educational Employment Relations Act (EERA or Act) . The charge was dismissed, in a letter attached hereto, on September 29, 1987, and an appeal was timely filed. On appeal, this Board reviews the record de novo, ~ and JEERA is codified at Government Code section 3540 et sea. . Unless otherwise indicated, all statutory references herein are to the Government Code. 2Because our review of the file is de novo, we need not address charging party's request to remove the regional STATE OF CALIFORNIA DECISION OF THE PUBLIC EMPLOYr1ENT RELATIONS BOARD WILCIA SMITH MOORE, Charging Party, v. BERKELEY FEDERATION OF TEACHERS, LOCAL 1078, AFL-CIO Respondent. ) ) ) ) ) ) ) ) ) ) Case No. SF-C0-310 PERB Decision No. 658 February 22, 1988 ___________________ ) Appearances: Wilcia Smith Moore on her own behalf. Before Hesse, Chairperson; Porter, Shank, and Cordoba, Members. CAS.t.; H H:i'l'U.KY HESSE, Chairperson: Charging party, Wilcia Smith Moore, filed an unfair practice charge against respondent, Berkeley Federation of Teachers, Local 1078, AFL-CIO (Union), on February 2, 1987. In her charge, she alleged that respondent had violated sections 3543.2, 3543.5, and 3543.6 of the 1 Educational Employment Relations Act (EERA or Act). The charge was dismissed, in a letter attached hereto, on September 29, 1987, and an appeal was timely filed. On appeal, this Board reviews the record de novo, 2 and lEERA is codified at Government Code section 3540 et seq. Unless otherwise indicated, all statut references herein are to the Government Code. 2secause our review of the file is de novo, we need not address charging party's request to remove the regional
examines the charge to see if it states a prima facie case. In other words, assuming for the purpose of analysis that the facts alleged are true," is a violation of the Act stated? In her charge, Mrs. Moore has identified sections 3543.2, 3543.5, and 3543.6 of the Act as the sections allegedly violated. Sections 3543.5 (a)-(e), however, list unlawful practices committed by employers, and the respondent is not her employer . Thus, the allegation that section 3543.5 has been violated must be dismissed because charging party has not named her employer as the respondent. As to the allegation that the Union violated section 3543.2, the mechanism by which this particular section has been addressed by the Board and the courts is through alleging a violation of either 3543.5 or 3543.6.4 Section 3543.2 sets forth the scope of representation. A failure by the Union to bargain over those subjects would be a violation of section 3543.6(c). The charging party, however, lacks standing to allege such a violation. attorney. At this point, the case is out of the hands of the regional attorney and is in the sole jurisdiction of the the Public Employment Relations Board (Board ) itself. 3san Juan Unified School District (1977) EERB Decision No. 12. (Prior to January 1978, the Board was known as the Educational Employment Relations Board or EERB. ) Oakland Unified School District v. PERB (1980 ) 120 Cal . App. 3d 1007, wherein a change subject to negotiation under section 3543.2 was found to violate, inter alia, section 3543.5(c) . dissent, in postulating that an individual has standing to file a refusal to bargain charge against the union, 2 examines the charge to see if it states a prima facie case. In other words, assuming for the purpose of analysis that the 3 facts alleged are true, is a violation of the Act stated? In her charge, Mrs. Moore has identified sections 3543.2, 3543.5, and 3543.6 of the Act as the sections allegedly violated. Sections 3543.5(a)-(e), however, list unlawful practices committed by employers, and the respondent is not her employer. Thus, the allegation that section 3543.5 has been violated must be dismissed because charging party has not named her employer as the respondent. As to the allegation that the Union violated section 3543.2, the mechanism by which this particular section has been addressed by the Board and the courts is through alleging a 4 violation of either 3543.5 or 3543:6: Section 3543:2 sets forth the scope of representation. A failure by the Union to bargain over those subjects would be a violation of section 3543.6(c). The charging party, however, lacks standing to 5allege such a violation. The purpose of our agency is to The purpose of our agency is to attorney. At this point, the case is out of the hands of the regional attorney and is in the sole jurisdiction of the the Public Employment Relations Board (Board) itself. 3san Juan Unified School District (1977) EERB Decision No. 12. (Prior to January 1978, the Board was known as the Educational Employment Relations Board or EERB.) 5The 2 4see,, Oakland Unified School District v. PERB (1980) 120 Cal.App.3d 1007, wherein a change subject to negotiation under section 3543.2 was found to violate, inter alia, section 3543.S(c). 5The dissent, in postulating that an individual has standing to file a refusal to bargain charge against the union,
insure the statutory rights of the parties, so that the employer and the exclusive representative of the employees may meet and negotiate on terms and conditions of employment as defined in EERA. The Board has recognized that the exclusivity of the chosen employee organization in representing unit employees is crucial to its ability to negotiate effectively and to stable employment relations generally. (Hanford Joint Union High School District (1978) PERB Decision No. 58.) While Hanford is distinguishable in that the Board held that a non-exclusive employee organization could not file a failure-to-negotiate confuses the union's duty to bargain in good faith with its duty to fairly represent all members of the bargaining unit. The latter duty may encompass elements of the former, but only within the context of standards set forth in Rocklin Teachers Professional Association (Romero) (1980 ) PERB Decision No. 124. Here, charging party has specifically disavowed any charge that the Union breached its duty of fair representation and has alleged an independent violation of section 3543.6(c). A search of fifty years of case law under the National Labor Relations Act has revealed no case wherein an individual employee had standing to charge a breach of the duty to bargain in good faith that was not part and parcel of a charge of a duty-of-fair-representation breach. The standing requirement is basic, of course, to the notion that this system we administer is called collective bargaining. For an individual to have standing to allege an independent breach of the duty to bargain in good faith would not only undermine the union's authority, but would also likely leave a union so open to attack such that no union would ever want to be an exclusive representative and no employer would ever want to enter a collective bargaining agreement. The dissent's concern for the individual's rights is amply addressed by holding the union to the duty of fair representation. To require more from the union (or the employer ), vis-a-vis the individual, would destroy collective bargaining. insure the statutory rights of the parties, so that the cw~lvycL and the exclusive representative of the employees may meet and negotiate on terms and conditions of employment as defined in EERA. The Board has recognized that the exclusivity of the chosen employee organization in representing unit employees is crucial to its ability to negotiate effectively and to stable employment relations generally. (Hanford Joint Union High School District (1978) PERE Decision No. 58.) While Hanford is distinguishable in that the Board held that a non-exclusive employee organization could not file a failure-to-negotiate confuses the union's duty to bargain in good faith with its duty to fairly represent all members of the bargaining unit. The latter duty may encompass elements of the former, but only within the context of standards set forth in Rocklin Teachers Professional Association (Romero) (1980) PERB Decision No. 124. Here, charging party has specifically disavowed any charge that the Union breached its duty of fair representation and has alleged an independent violation of section 3543.6(c). A search of fifty years of case law under the National Labor Relations Act has revealed no case wherein an individual employee had standing to charge a breach of the duty to bargain in good faith that was not part and parcel of a charge of a duty-of-fair-representation breach. The standing requirement is basic, of course, to the notion that this system we administer is called collective bargaining. For an individual to have standing to allege an independent breach of the duty to bargain in good faith would not only undermine the union's authority, but would also likely leave a union so open to attack such that no union would ever want to be an exclusive representative and no employer would ever want to enter a collective bargaining agreement. The dissent's concern for the individual's rights is amply addressed by holding the union to the duty of fair representation. To require more from the union (or the employer), vis-a-vis the individual, would destroy collective bargaining. 3
charge against the employer, we note that charging party in this case is not even a participant to the negotiations. A charge of a refusal by the exclusive representative to bargain in good faith must be brought by the employer, and cannot be brought by an individual employee because the union's duty to bargain is owed to the employer, not to the individual unit members . The union's duty to bargain in good faith as the exclusive representative carries with it the duty to fairly represent the interests of charging party in bargaining with the District. Under EERA, if the exclusive representative fails to negotiate a matter within the scope of negotiations, then it could be in breach of the duty of fair representation in violation of section 3544.9, but in so alleging that a union has violated that duty, a charging party must state facts that the union took action that was arbitrary, discriminatory, or motivated by bad faith. Such was not alleged here. Thus, we conclude that the charging party's allegation that the Union breached section 3543.2, actionable through section 3543.6(c), must be dismissed for lack of standing. Finally, charging party asserts independent violations of he charging party alleges that she was denied representation on an Education Code contract matter and that the Union refused to file grievances, we note that, on app charging party expressly states it is not her intention to allege a violation of section 3544.9. Instead, she alleges union leadership actions were the result of bad faith. Therefore, we do not analyze the charge within the context of the Union's duty to fairly represent all unit members. charge against the employer, we note that charging party in this case is not even a participant to the negotiations. A charge of a refusal by the exclusive representative to bargain in good faith must be brought by the employer, and cannot be brought by an individual employee because the union's duty to bargain is owed to the employer, not to the individual unit members. The union's duty to bargain in good faith as the exclusive representative carries with it the duty to fairly represent the interests of charging party in bargaining with the District. Under EERA, if the exclusive representative fails to negotiate a matter within the scope of negotiations, then it could be in breach of the duty of fair representation in violation of section 3544.9, but in so alleging that a union has violated that duty, a charging party must state facts that the union took action that was arbitrary, discriminatory, or 6 motivated by bad faith. Such was not alleged here. Thus, we conclude that the charging party's allegation that the Union breached section 3543.2, actionable through section 3543.6(c), must be dismissed for lack of standing. Finally, charging party asserts independent violations of 6Although 4 6Although t the charging party alleges that she was denied representation on an Education Code contract matter and that the Union refused to file grievances, we note eal,that, on appeal, charging party expressly states it is not her intention to al a violation section 3544.9. Instead, she alleges union leadership actions were the result of bad faith. Therefore, we do not analyze the charge within the context of the Union's duty to fairly represent all unit members.
3543.6 by the Union. No facts are alleged that even remotely constitute violations of 3543.6(a), (c), or (d). The remaining section that charging party alleges has been violated is 3543.6(b). This section protects employees against discriminatory treatment, reprisals, interference, restraints, and coercions by the union. " In alleging that a union has violated section 3543.6(b), a charging party must state sufficient facts to indicate the union interfered, discriminated, or took reprisals against her because of the exercise of rights protected by EERA. Here, charging party has alleged racial discrimination by 7Section 3543.6 reads: (a) Cause or attempt to cause a public school employer to violate Section 3543.5. (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. (c) Refuse or fail to meet and negotiate in good faith with a public school employer of any of the employees of which it is the exclusive representative. (d) Refuse to participate in good faith in the impasse procedure set forth in Article 9 ( commencing with Section 3548) . B achers Professional Association (Romero) (1980) PERB Decision No. 124. 5 7 3543.6 by the Union. No facts are alleged that even remotely constitute violations of 3543.6(a), (c), or (d). The remaining section that charging party alleges has been violated is 3543.6(b). This section protects employees against discriminatory treatment, reprisals, interference, restraints, 8 and coercions by the union. In alleging that a union has violated section 3543.6(b), a charging party must state sufficient facts to indicate the union interfered, discriminated, or took reprisals against her because of the exercise of rights protected by EERA. Here, charging party has alleged racial discrimination by 7section 3543.6 reads: It shall be unlawful for an employee It shall be unlawful for an employee organization to: organization to: (a) Cause or attempt to cause a public school employer to violate Section 3543.5. (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. (c) Refuse or fail to meet and negotiate in good faith with a public school employer of any of the employees of which it is the exclusive representative. (d) Refuse to participate in good faith in the impasse procedure set forth in Article 9 (commencing with Section 3548). 8Rocklin 5 Rocklin Te Teachers Professional Association (Romero) (1980) PERB Decision No. 124.
the Berkeley Unified School District (District ) and the Even if true, charging party has not charged the District, she has charged the exclusive representative. Charging party has already taken an appropriate course of action by filing against the District with the California Fair Employment and Housing Commission. Read broadly, the charge could also be interpreted to allege discrimination by the Union for its failure to pursue charging party's case against the District for a contract under the Education Code. Interpreted in such a manner, the charge is still inadequate because there are no facts alleged to show that charging party was treated differently from other bargaining unit members because she engaged in activity Furthermore, the charge does not contain any facts that show the Union possesses the exclusive means by which she can obtain the remedy. The Union is not required by EERA to represent charging party in her effort to secure a contract under the Education Code. Accordingly, the failure of the Union to represent her in matters outside the 9As with the allegation of racial discrimination by the employer, an allegation of racial discrimination by the Union may be cognizable under other statutes. See 42 USC section 2000e-2(c) (Title VII, sec. 703(c) of the Civil Rights Act of 1964); California Government Code section 12940(c) (California Fair Employment and Housing Act sec. 12940(c)). 10on appeal, charging party argues that she was a member of an employee organization rival to the respondent. Charging party did not so allege in her charge below, where the issue must first be raised. 6 the Berkeley Unified School District (District) and the Union. 9 -- . a union. ✓ Even if true, charging party has not charged the District, she has charged the exclusive representative. Charging party has already taken an appropriate course of action by filing against the District with the California Fair Employment and Housing Commission. Read broadly, the charge could also be interpreted to allege discrimination by the Union for its failure to pursue charging party's case against the District for a contract under the Education Code. Interpreted in such a manner, the charge is still inadequate because there are no facts alleged to show that charging party was treated differently from other bargaining unit members because she engaged in activity lO protected by EERA. . Furthermore; the charge does not contain any facts that show the Union possesses the exclusive means by which she can obtain the remedy. The Union is not required by EERA to represent charging party in her effort to secure a contract under the Education Code. Accordingly, the failure of the Union to represent her in matters outside the -- -o• - . a b EERA pr cecce. y ~ 9As with the allegation of racial discrimination by the employer, an allegation of racial discrimination by the Union may be cognizable under other statutes. See 42 USC section 2000e-2(c) (Title VII, sec. 703(c) of the Civil Rights Act of 1964); California Government Code section 12940(c) (California Fair Employment and Housing Act sec. 12940(c)). lOon appeal, charging party argues that she was a member of an employee organization rival to the respondent. Charging party did not so allege in her charge below, where the issue must first be raised. 6
collective bargaining setting are not violations of EERA. ORDER The unfair practice charge in Case No. SF-CO-310 is hereby DISMISSED. Member Shank joined in this Decision. Member Porter concurs in the dismissal. Member Cordoba's concurrence and dissent begins on page 8. 77 collective bargaining setting are not violations of EERA. ORDER The unfair practice charge in Case No. SF-C0-310 is hereby DISMISSED. Member Shank joined in this Decision. Member Porter concurs in the dismissal. Member Cordoba's concurrence and dissent begins on page 8.
Cordoba, Member, concurring and dissenting: I concur in the dismissal of the unfair practice charge. I must dissent, however, from that portion of the majority's opinion holding that no individual has standing to assert a violation of section 3543.6(c). Since, as the majority opinion makes perfectly clear, "[nlo facts are alleged that even remotely constitute violations of 3543.6(a), (c), or (d), " either directly or derivatively, there is absolutely no need to make such a sweeping and potentially dangerous holding. Even assuming for the sake of argument that the circumstances in this particular case do not support a finding of standing (which the majority makes no attempt to do), this would not and does not justify the elimination of all individual standing under this section. To do so jeopardizes the few individual rights remaining under this Act. The majority's conclusion that individual employees lack standing to assert a section 3543.6(c) violation is premised on the dubious proposition that the union's duty to bargain in good faith is owed only to the employer. No authority even arguably on point is cited in support of this position, nor is any effort made to distinguish the union's duty to bargain under EERA from its federal counterpart, section 8(b) (3 ) of the National Labor Relations Act. This omission is surprising, for this Board has previously looked to National Labor Relations Board precedent for guidance on the nature and extent of a 1 Hanford is obviously inapposite. 8 Cordoba, Member, concurring and dissenting: I concur in the dismissal of the unfair practice charge. I must dissent, however, from that portion of the majority's opinion holding that no individual has standing to assert a violation of section 3543.6(c). Since, as the majority opinion makes perfectly clear, "[n]o facts are alleged that even remotely constitute violations of 3543.6(a), (c), or (d)," either directly or derivatively, there is absolutely no need to make such a sweeping and potentially dangerous holding. Even assuming for the sake of argument that the circumstances in this particular case do not support a finding of standing (which the majority makes no attempt to do), this would not and does not justify the elimination of all individual standing under this section~ To do so jeopardizes the few individual rights remaining under this Act. The majority's conclusion that individual employees lack standing to assert a section 3543.6(c) violation is premised on the dubious proposition that the union's duty to bargain in good faith is owed only to the employer. No authority even 1arguably on point is cited in support of this position, nor is any effort made to distinguish the union's duty to bargain under EERA from its federal counterpart, section 8(b)(3) of the National Labor Relations Act. This omission is surprising, for this Board has previously looked to National Labor Relations Board ecedent for guidance on the nature and extent of a 1 Hanford is obviously inapposite. 8
party's duty to bargain under EERA. See Westminster School
District (1982 ) PERB Decision No. 277 and Fremont Unified
School District (1980) PERB Decision No. 136. In this
instance, however, the NLRB's analysis runs directly counter to
that of the majority herein: the union's duty to bargain in
good faith is owed to the employees it represents as well as to
the employer. Independent Metal Workers (Hughes Tool Co. )
(1964) 147 NLRB 1573, 56 LRRM 1289. Accordingly, breach of the
union's duty of fair representation can constitute bad faith
bargaining in violation of section 8(b) (3). Ibid. See also
Bell & Howell v. NLRB (DC Circuit 1979) 598 F. 2d 136.
This Board previously has found that the duty of fair
representation owed by a union to those it represents does not
protect individuals from either negligence or the most
egregious lapses in judgment on the part of the union, nor does
it compel the union to pursue even the most meritorious claims
or requests. To now hold, as the majority proposes, that these
same individuals have no right whatsoever to charge the union
with a failure to bargain in good faith on their behalf renders
them even more powerless to protect their own interests.
99
party's duty to bargain under EERA. See Westminster School
District (1982) PERB Decision No. 277 and Fremont Unified
School District (1980) PERB Decision No. 136. In this
instance, however, the NLRB's analysis runs directly counter to
that of the majority herein: the union's duty to bargain in
good faith is owed to the employees it represents as well as to
the employer. Independent Metal Workers (Hughes Tool Co.)
(1964) 147 NLRB 1573, 56 LRRM 1289. Accordingly, breach of the
union's duty of fair representation can constitute bad faith
bargaining in violation of section 8(b)(3). Ibid. See also
Bell & Howell v. NLRB {DC Circuit 1979) 598 F.2d 136.
This Board previously has found that the duty of fair
representation owed by a union to those it represents does not
protect individuals from either negligence or the most
egregious lapses in judgment on the part of the union, nor does
it compel the union to pursue even the most meritorious claims
or requests. To now hold, as the majority proposes, that these
same individuals have no right whatsoever to charge the union
with a failure to bargain in good faith on their behalf renders
them even more powerless to protect their own interests.STATE OF CALIFORNIA GEORGE DEUKMEJIAN, Governor PUBLIC EMPLOYMENT RELATIONS BOARD Headquarters Office Sacramento, CA 95814-4174 916) 323-8015 September 29, 1987 Wilcia Smith Moore Wilcia Smith Moore v. Berkeley Federation of Teachers. AFL-CIO No. 1078, Case No. SF-CO-310 Dear Ms. Moore: I am writing regarding the above-referenced charge, which alleges that the Federation violated the Educational Employment Relations Act (EERA, Government Code section 3540 et seq. ) through certain acts and/ or omissions. To eliminate any extraneous issues from this case, 1/ I have personally reviewed the entire case file. That review indicates that Regional Attorney Peter Haberfeld identified deficiencies in your charge in three separate documents that he sent or delivered to you. (These documents are letters dated May 22 and September 1, and a Discussion Outline dated August 13 that Mr. Haberfeld prepared in advance of a meeting that you, Mr. Haberfeld and I conducted on that date. The documents, identified as Attachments 1, 2, and 3 below, are incorporated by reference. ) Mr. Haberfeld further informed you that your charge would be dismissed unless you amended it by September 25; I confirmed this due date in my letter to you dated September 17 (see Attachment 5, which is hereby incorporated by reference) . No amendment has been received as of the date of this letter. 1/You have complained that Mr. Haberfeld mishandled your case. Your most recent complaint about Mr. Haberfeld is set I forth in the letter identified below as document number 4. specifically responded to your most recent complaint in document number 5 below, which is incorporated by reference. 0 STATE Of CALIFORNIA GroftOf OEUIC.ME.JIAN, ~ PUBLIC EMPLOYMENT RELATIONS BOARD Heodqvorters Office 1031 18th Street Socr-+o, CA 9581~174 (916) 323-8015 September 29, 1987 Wilcia Smith Moore Re: Re : Wilcia Smith Moore v. Berkeley Federation of Teachers, AFL-CIO No. 1078, Case No. SF-C0-310 Dear Ms. Moore: I am writing regarding the above-referenced charge, which alleges that the Federation violated the Educational Employment Relations Act (EERA, Government Code section 3540 et seq.) through certain acts and/or omissions. To eliminate any extraneous issues from this case,1/ I have personally reviewed the entire case file. That review indicates that Regional Attorney Peter Haberfeld identified deficiencies in your charge in three separate documents that he sent or delivered to you. (These documents are letters dated May 22 and September 1, and a Discussion Outline dated August 13 that Mr. Haberfeld prepared in advance of a meeting that you, Mr. Haberfeld and I conducted on that date. The documents, identified as Attachments 1, 2, and 3 below, are incorporated by reference.) Mr. Haberfeld further informed you that your charge would be dismissed unless you amended it by September 25; I confirmed this due date in my letter to you dated September 17 (see Attachment 5, which is hereby incorporated by reference). No amendment has been received as of the date of this letter. 1/You have complained that Mr. Haberfeld mishandled your case. Your most recent complaint about Mr. Haberfeld is set forth in the letter identified below as document number 4. I specifically responded to your most recent complaint in document number 5 below, which is incorporated by reference.
Wilcia Smith Moore September 29, 1987 Page 2 My review of the charge indicates that the charge does not reflect a prima facie case of unfair practice. Additionally, you have been given numerous opportunities to cure the deficiencies in the charge, yet you have failure to do so. Hence, I conclude that the charge must be, and hereby is, DISMISSED. Right to Appeal Pursuant to Public Employment Relations Board regulations, you may obtain a review of this dismissal of the charge by filing an appeal to the Board itself within twenty (20) calendar days after service of this dismissal (California Administrative Code, title 8, section 32635(a)). To be timely filed, the original and five copies of such appeal must be actually received by the Board itself before the close of business (5:00 p.m. ) or sent by telegraph, certified or Express United States mail postmarked no later than the last date set for filing (section 32135). Code of Civil Procedure section 1013 shall apply. The Board's address is: Public Employment Relations Board 1031 18th street Sacramento, CA 95814 If you file a timely appeal of the refusal to issue a complaint, any other party may file with the Board an original and five copies of a statement in opposition within twenty calendar days following the date of service of the appeal (section 32635(b) ). Service All documents authorized to be filed herein must also be "served" upon all parties to the proceeding, and a "proof of service" must accompany each copy of a document served upon a party or filed with the Board itself. (See section 32140 for the required contents and a sample form. ) The document will be considered properly "ser deposited in the first-class mail postage paid and properly addressed. Extension of Time A request for an extension of time in which to file a document with the Board itself must be in writing and filed with the Board at the previously noted address. A request for an Wilcia Smith Moore September 29, 1987 Page 2 My review of the charge indicates that the charge does not reflect a prima facie case of unfair practice. Additionally, you have been given numerous opportunities to cure the deficiencies in the charge, yet you have failure to do so. Hence, I conclude that the charge must be, and hereby is, DISMISSED. Right to Appeal Pursuant to Public Employment Relations Board regulations, you may obtain a review of this dismissal of the charge by filing an appeal to the Board itself within twenty (20) calendar days after service of this dismissal (California Administrative Code, title 8, section 32635(a)). To be timely filed, the original and five copies of such appeal must be actually received by the Board itself before the close of business (5:00 p.rn.) or sent by telegraph, certified or Express United States mail postmarked no later than the last date set for filing (section 32135). Code of Civil Procedure section 1013 shall apply. The Board's address is: Public Employment Relations Board1031 18th Street Sacramento, CA 95814 If you file a timely appeal of the refusal to issue a complaint, any other party may file with the Board an original and five copies of a statement in opposition within twenty calendar days following the date of service of the appeal (section 32635(b)). Service All documents authorized to be filed herein must also be •served• upon all parties to the proceeding, and a •proof of service• must accompany each copy of a document served upon a party or filed with the Board itself. (See section 32140 forthe required contents and a sample form.) The document will be considered properlyved" when personally delivered or •served" when personally delivered or deposited in the first-class mail postage paid and properlyaddressed. Extension of Time A request for an extension of time in which to file a document with the Board itself must be in writing and filed with theBoard at the previously noted address. A request for an
Wilcia Smith Moore
September 29, 1987
Page 3
extension must be filed at least three calendar days before the
expiration of the time required for filing the document. The
request must indicate good cause for and, if known, the
position of each other party regarding the extension, and shall
be accompanied by proof of service of the request upon each
party (section 32132).
Final Date
If no appeal is filed within the specified time limits, the
dismissal will become final when the time limits have expired.
Sincerely,
JEFFREY SLOAN
General Counsel
By Jeffrey Sloan
Attachments :
(1) Warning letter of May 22, 1987
Outline for Discussion, August 13, 1987
(3 ) Warning Letter of September 1, 1987 to you from
Peter Haberfeld
(4) Your letter to me of September 2, 1987
(5 My letter to you of September 17, 1987
(6) Lisa Standard's letter to you of September 17,
1987.
3306D
Wilcia
Smith
Moore
September 29,
1987
Page
3
extension
must be
filed at least
three
calendar
days
before the
expiration
of
the
time
required for
filing
the
document.
The
request
must
indicate
good
cause
for
and,
if
known,
the
position
of
each
other party
regarding the
extension,
and
shall
be
accompanied
by
proof of
service
of the request
upon
each
party
(section
32132).
Final
Date
If
no
appeal
is
filed
within the
specified
time
limits,
the
dismissal
will
become
final
when
the
time
limits
have
expired.
Sincerely,
JEFFREY
SLOAN
General
Counsel
By
-
Jeffrey
Sloan'
General Counsel
nsel
General Cou
..
Attachments:
(1)
Warning
letter
of
May
22,
1987
(2)
Outline for Discussion,
August
13,
1987
(3) Warning
Letter of
September
1,
1987
to
you from
Peter Haberfeld
{4) Your
letter
to
me
of
September 2,
1987
(5)
My
letter
to
you
of September 17,
1987
(6)
3306D
Lisa Standard's
letter
to
you
of September
17,1987.STATE OF CALIFORNIA GEORGE DEUKMEJIAN, Governor
PUBLIC EMPLOYMENT RELATIONS BOARD
San Francisco Regional Office
177 Post Street, Suite 900
San Francisco, California 94108
(415) 557-1350
May 22, 1987
Ms. Wilcia Smith Moore
Re: Wilcia Smith Moore v. Berkeley Federation of Teachers,
AFL-CIO, No. 1078 (SF-CO-310 )
Dear Ms. Moore:
On February 2, 1987, you filed an unfair practice charge
against the Berkeley Federation of Teachers, AFL-CIO No. 1078
( Union) , apparently intending to allege a violation of EERA
section 3543.6 (b) and section 3544.9. More specifically, the
charge describes your efforts, dating between 1983 and
November 1986, to obtain assistance from the Union in securing
a contract pursuant to Education Code section 44887. You have
alleged that: the union refused to assert your rights under the
Education Code and that the refusal was racially motivated; the
union took a similar case on behalf of Nancy Edwards to the
Court of Appeals but it was a weaker case than yours, and, as a
consequence, the Court found Edwards ineligible for the
Education Code section 44887 contract; the union misrepresented
the nature of the lawsuit when it referred to it as a
class-action suit; you were led to believe by this
misrepresentation that whatever benefits would be secured by
appeal before the union would consider asserting your rights.
The remainder of your charge describes district conduct which
allegedly took place subsequent to your request for a contract
pursuant to Education Code 44887. First, on October 31, 1986,
the District scheduled an evaluation of your job performance
despite its having undertaken an evaluation within the two
preceding years. Second, on October 29, 1986, the Writing
Proficiency class you were to teach was cancelled on the ground
ground that there were too few students enrolled. Fourth, you
have been denied timely pay for services until December 5,
1986. Fifth, the employer attempted to cause you to
"fraudulently accept payment from federal funds."
the filing of the Court Case No. 579654-4 in 1983, you have
been "subject to constant threats, harassment, and
Attachment 1
STATE OF CALIFORNIA GEORGE DEUKMEJIAN. Governor
PUBLIC EMPLOYMENT RELA i"IONS BOARD
San Francisco Regional Office
177 Post Street. Suite 900
San Francisco, California 94108
(415) 557-1350 19B7MAY26 C!Hli:33
PUBLIC EMPLOYHE'
RELATIONS BOARD
HEADQUARTERS OFFICE
1987 MAY 26 AMII: 33
May 22, 1987
Ms. Wilcia Smith Moore
Re: Wilcia Smith Moore v. Berkeley Federation of Teachers,
AFL-CIO, No. 1078 {SF-C0-310)
Dear Ms. Moore:
On February 2, 1987, you filed an unfair practice charge
against the Berkeley Federation of Teachers, AFL-CIO No. 1078
(Union), apparently intending to allege a violation of EERA
section 3543.6(b) and section 3544.9. More specifically, the
charge describes your efforts, dating between 1983 and
November 1986, to obtain assistance from the Union in securing
a contract pursuant to Education Code section 44887. You have
alleged that: the union refused to assert your rights under the
Education Code and that the refusal was racially motivated: the
union took a similar case on behalf of Nancy Edwards to the
Court of Appeals but it was a weaker case than yours, and, as a
consequence, the Court found Edwards ineligible for the
Education Code section 44887 contract; the union misrepresented
the nature of the lawsuit when it referred to it as a
class-action suit; you were led to believe by this
misrepresentation that whatever benefits would be secured by
Ms. Edwards would apply as well to you, a member of the class; Edwards would apply as well to you, a member of the class;
and you were advised unfairly to await the outcome of the you were advised unfairly to await the outcome of the
appeal before the union would consider asserting your rights.
Ms.
and
The remainder of your charge describes district conduct which
allegedly took place subsequent to your request for a contract
pursuant to Education Code 44887. First, on October 31, 1986,
the District scheduled an evaluation of your job performance
despite its having undertaken an evaluation within the two
preceding years. Second, on October 29, 1986, the Writing
Proficiency class you were to teach was cancelled on the ground
that there was insufficient enrollment. Third, you continued there was insufficient enrollment. Third, you continued
to be threatened with additional class cancellations on the be threatened with additional class cancellations on the
ground that there were too few students enrolled. Fourth, you
have been denied timely pay for services until December 5,
1986. Fifth, the employer attempted to cause you to
"fraudulently accept payment from federal funds." Six, since Six, since
the filing of the Court Case No. 579654-4 in 1983, you have
been "subject to constant threats, harassment, and
that
to
Attachment 1Ms. Wilcia Smith Moore
May 22, 1987
Page 2
intimidation" and there have been attempts to get you to quit
your job. Seventh, subsequent to turning in a time sheet on
September 19, 1985, which demonstrated that you were eligible
for a contract under Ed. Code section 44887, the District took
away your fourth hour of teaching.
You have alleged that the conduct described above was motivated
by the District's racial bias against you. You are black, and
Nancy Edwards as well as Gary Green, two s
adult school teachers, are white. Green was given a contract
and Edwards left for a better job.
To state a prima facie violation, charging party must allege
and ultimately establish that the alleged unfair practice
either occurred or was discovered within the six-month period
immediately preceding the filing of the charge with PERB. EERA
PERB Decision No. 194.
Charging Party has alleged that the union breached the duty of
fair representation owed to her. While the charge fails to
allege that the union is the exclusive representative, such
fact is evident from the investigator in this case. The union
therefore owes a duty of fair representation to all unit
members.
The fair representation duty imposed on the exclusive
representative by EERA section 3544.9 extends to contract
administration (Castro Valley Teachers Association [McElwain] )
(1980 ) PERB Decision No. 149; SEIU Local 99 (Pottorff) (1982)
PERB Decision No. 203 ) and grievance handling (Fremont Teachers
Association King) (1980 ) PERB Decision No. 125; United Teachers
of Los Angeles (Collins) (1982 ) PERB Decision No. 258.
has ruled that a prima facie statement of such a violation
requires allegations that: (1) the acts complained of were
representative of all unit employees; and (2) the
representational conduct was arbitrary, discriminatory or in
bad faith.
1 explicitly has followed decisions of the federal
courts and the National Labor Relations Board interpreting the
National Labor Relations A
(Fire Fighters Union v. City of Vallejo (1974) 12 Cal. 3rd. 608
Decision No. 106).
Ms.
Wilcia
Smith
Moore
May
22,
1987
Page
2
intimidation"
and
there
have been
attempts
to get
you
to quit
your
job.
Seventh, subsequent
to
turning
in
a
time
sheet
on
September
19, 1985,
which
demonstrated
that
you
were
eligible
for
a
contract
under
Ed.
Code
section
44887,
the
District
took
away
your
fourth
hour
of
teaching.
You
have
alleged
that
the
conduct
described
above
was
motivated
by
the
District's
racial
bias against
you.
You
are black,
and
Nancy Edwards
as well as
Gary
Green, imilarly situated
two
similarly situatedadult
school
teachers, are
white.
Green
was
given
a
contract
and
Edwards
left
for
a
better
job.
To
state
a
prima
facie violation,
charging
party
must
allege
and
ultimately
establish that
the
alleged unfair
practice
either
occurred or
was
discovered
within
the
six-month
period
immediately
preceding the
filing
of the
charge with
PERB.
EERA
section 3541.5; San Diegueto Union High School District (1982)
3541.5;
San
Dieguito
Union
High School
District
(1982)
PERB
Decision
No.
194.
section
Charging
Party
has alleged
that
the
union breached
the duty
of
fair
representation
owed
to her.
While
the
charge
fails
toallege that
the
union
is
the exclusive representative,
such
fact
is
evident
from
the
investigator in this
case.
The
union
therefore
owes
a
duty of
fair
representation to
all
unit
members.
The
fair
representation
duty
imposed on
the exclusive
representative
by
EERA
section
3544.9
extends
to contract
administration
(Castro Valle Teachers Association
[McElwainJ)
(1980)
PERB
Decision
No.
149;
SEIU
Local
99
Pottorff
1982
PERB
Decision
No.
203) and
grievance handling
(Fremont
Teachers
Association
Kin{)
(1980)
PERB
Decision
No. 125;
United Teachers
of
LOS
Angeles
Collins)
(1982)
PERB
Decision
No.
258. PERB PERB
has ruled
that
a
prima
facie statement of
such
a
violationrequires allegations that:
(1)
the
acts
complained
of
were
undertaken by the organization in its capacity as the exclusive
by
the organization in
its
capacity
as the exclusive
representative of
all
unit
employees; and
(2) the
representational
conduct
was
arbitrary,
discriminatory or in
bad
faith
..
1
undertaken
lpERB
(116
PERB
explicitly
has followed decisions of the federal
courts
and
the National Labor
Relations
Board
interpreting the
National Labor Relations ct's duty of fair representation.
Act's duty of fair representation.
(Fire Fighters
Union v. City of Vallejo (1974) 12
Cal.3rd.
608
[116 Cal. Rptr. 507); and SEIU, Local 99 (Kimmett) (1979 ) PERB
Cal.Rptr. 507]; and SEIU, Local 99 (Kimmett) (1979) PERB
Decision No. 106).Ms. Wilcia Smith Moore May 22, 1987 Page 3 This charges focuses on the union's conduct in processing or failing to process a grievance. PERB has enunciated the standard to apply to the Union's conduct in this context. In United Teachers of Los Angeles (Collins) (1982) PERB Decision No. 258, the Board stated: Absent bad faith, discrimination, or arbitrary conduct, mere negligence or poor judgment in handling a grievance does not constitute a breach of the Union's duty. (slip op. at p.5. ) The union's obligation to represent fairly the interest of all bargaining unit members does not extend beyond negotiation, administration and enforcement of collective bargaining agreements. San Francisco Classroom Teachers Association, CTA/NEA (Chestangue) (1985 ) PERB Decision No. 554; California State Employees' Association (Lemmons and Lund) (1985) PERB Decision No. 545-S (union is not obliged by EERA section 3544.9 to pursue extra-contractual remedies for unit member.) It may be that an employee organization will provide representation concerning an Education Code matter as a benefit of membership; however, it is not obliged under EERA to represent unit members concerning infringements of non-contractual rights and therefore may lawfully refuse to Francisco Classroom Teachers Association, CTA/NEA (Chestangue), supra . PERB has held that a prima facie statement of unlawful discrimination and/or retaliation requires allegations that: employee; (2) the employee engaged in activity protected by EERA; and (3) the employer would not have taken the adverse engaged in activity protected by EERA code section 3543. Novato Unified School District (1982) PERB Decision No. 210. The allegations of the charge fail to set forth a prima facie violation of EERA section 3543.6 (b) and/or section 3544.9. First, all conduct occurring before August 2, 1986, is time-barred by EERA code section 3541.5. The charge, as the conduct complained of occurred. PERB Rule 32615 (a ) (5) requires that a charging party, in order to state a prima facie violation, set forth "a clear and concise statement of the Ms. Wilcia Smith Moore May 22, 1987 Page 3 This charges focuses on the union's conduct in processing or failing to process a grievance. PERB has enunciated thestandard to apply to the Union's conduct in this context. InUnited Teachers of Los Angeles (Collins} (1982) PERB Decision No. 258, the Board stated: Absent bad faith, discrimination, or arbitrary conduct, mere negligence or poor judgment in handling a grievance does not constitute a breach of the Union's duty. (Slip op. at p.5.) The union's obligation to represent fairly the interest of all bargaining unit members does not extend beyond negotiation,administration and enforcement of collective bargainingagreements. San Francisco Classroom Teachers Association, CTA/NEA (Chestangue) (1985) PERB uecision No. 554; California State Em lo ees' Association (Lemmons and Lund) (1985) PERB Decision No. 545-S union is not obliged by EERA section 3544.9 to pursue extra=contractual remedies for unit member.) It may be that an employee organization will provide representation concerning an Education Code matter as a benefit of membership; however, it is not obliged under EERA to represent unit members concerning infringements of non-contractual rights and therefore may lawfully refuse to assert an employee's rights under the Education Code or to an employee's rights under the Education Code or to pursue pursue the Education Code matter in a particular manner. the Education Code matter in a particular manner. San San Francisco Classroom Teachers Association, CTA/NEA (Chestangue), supra. assert PERB has held that a prima facie statement of unlawful discrimination and/or retaliation requires allegations that: (1) (1)the employer took adverse action against a certain the employer took adverse action against a certain employee: (2) the employee engaged in activity protected by EERAt and (3) the employer would not have taken the adverse action against the particular employee "but for" his/her having against the particular employee "but for" his/her havingengaged in activity protected by EERA code section 3543.Novato Unified School District (1982) PERB Decision No. 210. action The allegations of the charge fail to set forth a prima facie violation of EERA section 3543.6(b) and/or section 3544.9. First, all conduct occurring before August 2, 1986, is time-barred by EERA code section 3541.5. The charge, as presently written, does not allege the date on which certain of written, does not allege the date on which certain of the conduct complained of occurred. PERB Rule 32615(a)(5) requires that a charging party, in order to state a prima facie violation, set forth "a clear and concise statement of the presently
Ms. Wilcia Smith Moore May 22, 1987 Page 4 facts and conduct alleged to constitute an unfair practice." It is presumed, where conduct's date of occurrence is not period immediately preceding the filing of the charge. Second, the union is not required by EERA to represent Charging Party in her effort to secure a particular contract under California Education Code section 44887. violation of EERA even if the refusal were motivated by racial bias. That kind of discrimination would have to be remedied in undertake an obligation owed towards Charging Party; Charging Party exercised rights protected by EERA Code section 3543, and conduct and the charging party's exercise of rights. For the reasons stated above, the charge as presently written does not state a prima facie case. If you feel there are any factual inaccuracies in this letter or any additional facts which would correct the deficiencies explained above, please amend the charge accordingly. The amended charge should be prepared on a standard PERB Unfair Practice Charge form clearly labeled First Amended Charge, contain all the facts and allegations you wish to make, and be signed under penalty of perjury by the charging party. The amended charge must be served on the respondent, and the original proof of service must be filed with PERB. If I do not receive an amended charge or withdrawal from before May 29, 1987, I shall dismiss your charge. If you have any questions on how to proceed, please call me at (415 ) 557-1350. Sincerely, PETER A. HABERFELD Regional Attorney PAH : cpm Ms. Wilcia Smith Moore May 22. 1987 Page 4 facts and conduct alleged to constitute an unfair practice." It is presumed, where conduct's date of occurrence is not alleged, that the conduct occurred prior to the six-month that the conduct occurred prior to the six-month period immediately preceding the filing of the charge. Second, the union is not required by EERA to represent Charging Party in her effort to secure a particular contract under California Education Code section 44887. Its refusal to do so is not a Its refusal to do so is not a violation of EERA even if the refusal were motivated by racial bias. That kind of discrimination would have to be remedied inanother another forum. Third, Charging Party has failed to allege a forum. Third, Charging Party has failed to allege a charge of discrimination or retaliation. There are no of discrimination or retaliation. There are no allegations which suggest that: Charged Party failed to which suggest that: Charged Party failed to undertake an obligation owed towards Charging Party; Charging Party exercised rights protected by EERA Code section 3543, and there was a nexus or connection between the charged party's was a nexus or connection between the charged party's conduct and the charging party's exercise of rights. alleged, charge allegations there For the reasons stated above, the charge as presently written does not state a prima facie case. If you feel there are any factual inaccuracies in this letter or any additional facts which would correct the deficiencies explained above, please amend the charge accordingly. The amended charge should be prepared on a standard PERB Unfair Practice Charge form clearly labeled First Amended Charge, contain all the facts and allegations you wish to make, and be signed under penalty of perjury by the charging party. The amended charge must be served on the respondent, and the original proof of service must be filed with PERB. If I do not receive an amended charge or withdrawal from before May 29, 1987, I shall dismiss your charge. If you have any questions on how to proceed, please call me at (415) 557-1350. Sincerely, PETER A. HABERFELD Regional Attorney PAH:cpm
August 13, 1987 OUTLINE_EQR_DISCUSSION Dear Ms. Moore: I have prepared this outline (1) to facilitate the discussion at our meeting on August 13, and (2) to clarify my tentative analysis and conclusions about your case. contains four parts: 1 . What does your unfair practice charge allege? 2. What new information did you provide in telephone conversations with PERB staff which is not yet included in the unfair practice charge? 3. What facts does the applicable law require to be alleged in order for a complaint to be issued? 4. What are the apparent gaps in the unfair practice charge as it is presently written? On February 2, 1987, you filed an unfair practice charge against the Berkeley Federation of Teachers, AFL-CIO No. 1078 (Union) . Although you did not allege a particular section of the Government Code to have been violated, I have considered your charge to constitute a claim that the Union failed to meet its duty of fair representation and thereby violated EERA sections 3544.9 and 3543.6(b). Conceptually, your charge has two parts. First, you describe your efforts, dating between 1983 and November 1986, to obtain assistance from the Union in securing a contract from the District pursuant to Education Code section 44887. alleged that the Union refused to assert your rights under the Education Code and that this refusal was racially motivated. You argue that the racial discrimination is evident from the Union's having taken a similar case on behalf of Nancy Edwards all the way to the Court of Appeals even though it was weaker than yours. Also on this point, you allege that Ms. Edwards eventually secured section 44887 contracts. You suggested the reason for this unequal treatment owes to you being black. Attachment 2 August 13, 1987 Dear Ms. Moore: I have prepared this outline (1) to facilitate the discussion at our meeting on August 13, and (2) to clarify my tentativeanalysis and conclusions about your case. This outline This outline contains four parts: 1. What does your unfair practice charge allege? 2. What new information did you provide in telephone conversations with PERS staff which is not yetincluded in the unfair practice charge? 3. What facts does the applicable law require to be alleged in order for a complaint to be issued? 4. What are the apparent gaps in the unfair practice charge as it is presently written? WHAT DOES_YOUR_UNEAIR_PRACTICE_CHARGE_ALLEGE? On February 2, 1987, you filed an unfair practice charge against the Berkeley Federation of Teachers, AFL-CIO No. 1078 (Union). Although you did not allege a particular section ofthe Government Code to have been violated, I have considered your charge to constitute a claim that the Union failed ta meet its duty of fair representation and thereby violated EERA sections 3544.9 and 3543.6(b). Conceptually, your charge has two parts. First, you describe your efforts, dating between 1983 and November 1986, to obtain assistance from the Union in securing a contract from the District pursuant to Education Code section 44887. You have You have alleged that the Union refused to assert your rights under theEducation Code and that this refusal was racially motivated. You argue that the racial discrimination is evident from theUnion's having taken a similar case on behalf of Nancy Edwards all the way to the Court of Appeals even though it was weaker than yours. Also on this point, you allege that Ms. Edwards and Mr. Green, both white, were assisted by the Union and Mr. Green, both white, were assisted by the Union and eventually secured section 44887 contracts. You suggested thereason for this unequal treatment owes to you being black. and Attachment 2
Wilcia Moore August 13, 1987 Page 2 Further, you allege that the Court of Appeals found Ms. Edwards ineligible for the contract under Education Code section 44887 and that the Union thereafter refused to make efforts on your behalf to secure such a contract. You were led to believe that if Ms. Edwards' suit was successful, you would have benefited from the decision. As it turned out, according to your would not have applied to you because the lawsuit was not filed as a class action. that you be granted a contract pursuant to Education Code forth by your unfair practice charge. You were differentially scheduled for K: every 2 yrs evaluation. 4/10156- last eval You were differentially treated concerning class size. You were differentially treated concerning attendant workload. You were threatened with class cancellation . Your writing proficiency class was cancelled. You were denied timely payment of your salary until December 5, 1986. You were threatened that you would lose your fourth period class unless you agreed to attempt funds from a federal program in which you did not participate. Since the filing of the lawsuit in 1983, you were "subject to constant threats, harassment and intimidation to make ( you) quit." Wilcia Moore August 13, 1987 Page 2 Further, you allege that the Court of Appeals found Ms. Edwards ineligible for the contract under Education Code section 44887and that the Union thereafter refused to make efforts on your behalf to secure such a contract. You were led to believe that if Ms. Edwards' suit was successful, you would have benefited from the decision. As it turned out, according to your allegations, even if Ms. Edwards had prevailed, the result even if Ms. Edwards had prevailed, the result would not have applied to you because the lawsuit was not filed as a class action. allegations, The subsequent section described The second part of your charge describes certain District second part of your charge describes certain District conduct conduct which allegedly took place subsequent to your request which allegedly took place to your request that you be granted a contract pursuant to Education Code section 44887. In my letter to you of July 28, 1987, I 44887. In my letter to you of July 28, 1987, I described i1 types of District conduct which are arguably set 11 types of District conduct which are arguably set forth by your unfair practice charge. They are as follows: They are as follows: You were differentially scheduled forevaluation. You were differentially treated concerning class size. You were differentially treated concerning attendant workload. You were threatened with classcancellation. Your writing proficiency class was cancelled. You were denied timely payment of your salary until December 5, 1986. 7. You were threatened that you would lose your fourth period class unless you agr·eed to attempt funds from a federal program in which you did not participate. Since the filing of the lawsuit in1983, you were "subject to constant threats, harassment and intimidation to make (you) quit. 0
Wilcia Moore August 13, 1987 Page 3 See # 6 You were denied compensation when the District placed you unlawfully on the ISC payroll to the extent that the District did not make contributions to the employee retirement fund on your behalf concerning the ISC-compensated hours. You were paid late eight times. 11. Your pay was split up, your payday was changed, and part of the money was paid on the 15th of the month and the remaining portion at the end of the month. WHAT NEW INFORMATION DID YOU PROVIDE IN TELEPHONE CONVERSATIONS WITH PERB STAFF WHICH IS_NOI_YEI_INCLUDED_IN_THE_UNEAIR_PRACTICE_CHARGE? During our telephone conversation of July 27, 1987, you provided information which is not alleged in the unfair practice charge. Specifically, you stated that: you complained to union representatives Wanda Pruitt, Shirley Van Bourg, (Jackis Ruby, Dorothy Lumberger, Don Hubbard, and Bonnie Robinson concerning the i1 types of District misconduct set forth above and on dates set forth in the charge, you requested those individuals, in their capacities as representatives of the Union, to represent your interests vis-a-vis the District. WHAT FACTS DOES THE APPLICABLE LAW REQUIRE TO BE_ALLEGED_IN_ORDER_EQE_A_COMPLAINI_IQ_BE__ISSUED? The fair representation duty imposed on the exclusive representative by EERA section 3544.9 extends to grievance handling (Fremont_Teachers_Association_(Kina) (1980 ) PERB Decision No. 125; United_Teachers_of_Los Angeles_(Collins) (1982) PERB Decision No. 258). PERB has ruled that a prime facie statement of such a violation requires charging party to allege facts which suggest that (1) the acts complained of were undertaken by the organization in its capacity as the exclusive representative of all unit employees; and (2) the representational conduct was arbitrary, discriminatory or in bad faith.
Wilcia Moore August 13, 1987 Page 4 PERB has applied these principles to mean that facts must be presented which answer the following questions: (1) What adverse District conduct was directed against you? (2) On what date did the District's adverse conduct occur? (3 ) On what date did you complain of such conduct to the Union? (4 ) To which union representative did you complain? (5) What, if anything, did you request the union representative to do on your behalf? (6 ) Was the adverse District conduct grievable under the collective bargaining agreement in effect between the District and the Union? If so, under which provision? (7 ) What did the Union do or fail to do that you allege to be arbitrary, discriminatory or in bad faith? See Rocklin.Teachers_Professional_Association_(Bomero) (1980) PERB Decision No. 124; Reed_District_Teachers_Associations CIALNEA_(Reyes) (1983 ) PERB Decision No. 332; Los_Angeles_City and_County_School_Employees_Union_(Local_29._Service_Employees International_Union._eEL=CIQ___Scates_and_Pitts) (1983 ) PERB Decision No. 341; California_School_Employees_Association (Dyer) (1983) PERB Decision No. 342. WHAT ARE THE APPARENT GAPS IN THE UNFAIR PRACTICE_CHARGE_AS_II_IS_PRESENILY_WRIIIEN? The allegations of the charge, as it is presently written, fail to set forth a prima facie violation of EERA section 3543.6(b) and section 3544.9. First, as stated in the warning letter of May 22, 1987, " The union is not required by EERA to represent Charging Party in her effort to secure a particular contract under California Education Code section 44887.
Wilcia Moore August 13, 1987 Page 5 Its refusal to do so is not a violation of EERA even if the refusal were motivated by racial bias. That kind of discrimination would have to be remedied in another form. " San_Ecancisco_Classroom_Teachers Association._CIALNEA_(Chestangue) (1985) PERB Decision No. 554; California_State Employees_Association_(Lemmons_and_Lund) (1985) PERB Decision No. 545-S (union is not obliged by EERA section 3544.9 to pursue extra-contractual remedies for unit member; the union's obligation to represent fairly the interest of all bargaining unit employees does not extend beyond negotiation, administration and enforcement of the collective bargaining agreement . ) Second, the unfair practice charge, as presently written, merely lists the i1 alleged District adverse acts. To the extent that the charge refers to conversations between you and union representatives, it refers to discussions concerning your request that the Union assist you in obtaining a contract from the District pursuant to Education Code section 44887. The charge does not in anyway suggest that you requested union representatives on particular dates to assist you or represent your interests concerning the other of the District's alleged 11 separate adverse acts. More specifically, although the charge describes 11 types of District adverse actions against you, there are no allegations of fact in the charge which answer the following questions: (1 ) On what date or dates did the District's adverse conduct towards you occur? (2 ) On what date or dates did you complain to the Union concerning each of the District's alleged 11 separate adverse acts? (3) To which union representative did you complain of each of the District's alleged 11 separate incidents of adverse conduct? (4 ) What, if anything, did you request the particular union representative to do on your behalf with regard to the District's alleged 11 separate adverse acts?
Wilcia Moore August 13, 1987 Page 6 (5) Under which provision of the collective bargaining agreement in effect between the District and the Union were each of the District's alleged 11 separate adverse acts grievable? ( 6 ) What, if anything, did the Union do or not do in response to your request for assistance and that is arbitrary, discriminatory or in bad faith? SUMMARY_OF_TENTATIVE_CONCLUSIONS 1 . The allegation that you were denied fair representation regarding your desire to secure a contract under Education Code section 44887 does not appear to present a prima facie case of unfair practice. This is because the right to secure such a contract is grounded in the Education Code, not the collective bargaining agreement. Hence, the exclusive representative does not have the legal obligation to represent you in such an action, and its failure to do so did not violate the duty of fair representation. 2. The charge lists different types of district misconduct which might arguably have violated the collective bargaining agreement, and the union might have been legally obligated to represent you in such matters. The charge, however, does not disclose all of the facts necessary to state a violation. It does not contain necessary specifics, such as whether you complained to the union about this conduct, when you might have lodged such a complaint and asked for representation, who you complained to, or what the union's response was. To allow PERB to consider your allegations on these points, you must amend the charge. 3. During our telephone conversations, you said that you had complained to named union officials about the District's conduct (referred to in the preceding paragraph) , that you asked for representation, and that the union refused to do anything. You stated that the dates on which these things happened, and all other necessary information, are contained in the charge. My review of the charge indicates the charge does mention certain dates on which you communicated with union officials; however, the allegations contained in the charge indicate that your communication with the union officials concerned your effort to secure a contract from the District under Education Code 44887. In other words, the charge currently does not contain allegations suggesting that you complained about any of the eleven types of misconduct listed above.
Wilcia Moore August 13, 1987 Page 7 In our telephone conversation, you said that you were not inclined to amend the charge because it contained all necessary allegations. However, my tentative assessment is that the necessary allegations are not contained in the charge. Hence, to allow PERB to consider your allegations on these points, you must amend the charge. The timelines for your completion of an amendment (or for submission of any other factual material) will be arranged in our meeting today and will be confirmed by letter. Sincerely yours, Peter Haberfeld Regional Attorney Enclosures 2831D
PLATE UP LALIT VANIA GEUHUE VEURMEJIAN, VUTHIN PUBLIC EMPLOYMENT REL . IONS BOARD San Francisco Regional Office 177 Post Street. Suite 900 San Francisco, California 94108 (415) 557-1350 September 1, 1987 WILCIA SMITH MOORE N RE : Wilcia Smith Moore v. Berkeley Federation of Teachers, AFL-CIO No. 1078, Charge No. SF-CO-310 Dear Ms. Moore: On August 13, 1987, you, PERB General Counsel Jeffrey Sloan, and I had a meeting regarding your case. As promised at the close of our meeting, this letter: (1) summarizes the allegations of the unfair practice charge filed by you in February 1987; (2) explains which facts must be alleged, according to applicable law, in order for a complaint to be issued; (3) identifies the apparent gaps in the current charge; (4 ) summarizes my conclusions regarding the current charge; (5) identifies the information you provided on August 13, 1987, which is not yet alleged in the charge, and which might state a prima facie violation of EERA if it were so alleged; and (6) concludes with a statement of the procedure you need to follow in amending the charge. Please note that this letter refines and incorporates the points contained in the Discussion Outline that I prepared in advance of our meeting. Section V (identifying the information not yet alleged in the charge) and Section VI (Conclusion ) are the most significant parts of this letter. I . WHAT DOES YOUR UNFAIR PRACTICE CHARGE ALLEGE? On February 2, 1987, you filed an unfair practice charge against the Berkeley Federation of Teachers, AFL-CIO No: 1078 (Union) . Although you did not allege a particular section of the Government Code to have been violated, I have considered your charge to constitute a claim that the Union failed to meet its duty of fair representation and thereby violated EERA sections 3544.9 and 3543.6(b). Attachment 3
WILCIA SMITH MOORE September 1, 1987 Page 2 Conceptually, your charge has two parts. First, you describe your efforts, dating between 1983 and November 1986, to obtain assistance from the Union in securing a contract from the District pursuant to Education Code section 44887. You have alleged that the Union refused to assert your rights under the Education Code and that this refusal was racially motivated. You argue that the racial discrimination is evident from the Union's having taken a similar case on behalf of Nancy Edwards all the way to the Court of Appeals even though it was weaker than yours. Also on this point, you allege that Ms. Edwards and Mr. Green, both white, were assisted by the Union and eventually secured section 44887 contracts. You suggested the reason for this unequal treatment owes to you being black. Further, you allege that the Court of Appeals found Ms. Edwards ineligible for the contract under Education Code section 44887 and that the Union thereafter refused to make efforts on your behalf to secure such a contract. You were led to believe that if Ms. Edwards' suit was successful, you would have benefited from the decision. As it turned out, according to your allegations, even if Ms. Edwards had prevailed, the result would not have applied to you because the lawsuit was not filed as a class action. The second part of your charge describes certain District conduct which allegedly took place subsequent to your request that you be granted a contract pursuant to Education Code section 44887. In my letter to you of July 28, 1987, I described 11 types of District conduct which are arguably set forth by your unfair practice charge. Information provided by you during our meeting of August 13, 1987, it became clear that there was duplication in my list. Your charge describes 7, rather than 11, types of adverse conduct by the District. They are as follows:
WILCIA SMITH MOORE September 1, 1987 Page 3 1 . You were differentially scheduled for evaluation. 2. You were differentially treated concerning class size and workload. 3. You were threatened with class cancellation. 4 . Your writing proficiency class was cancelled. 5 . You were denied timely payment of your salary between September, 1985 and December 5, 1986. 6. Since the filing of the lawsuit in 1983, you were "subject to constant threats, harassment and intimidation to make (you) quit." 7 . You were denied compensation when the District placed you unlawfully on the ISC payroll to the extent that the District did not make contributions to the employee retirement fund on your behalf concerning the ISC-compensated hours . II. WHAT FACTS DOES THE APPLICABLE LAW REQUIRE TO BE ALLEGED IN ORDER FOR A COMPLAINT TO BE ISSUED? The fair representation duty imposed on the exclusive representative by EERA section 3544.9 extends to grievance handling (Fremont Teachers Association (King ) (1980 ) PERB Decision No. 125; United Teachers of Los Angeles (Collins) (1982) PERB Decision No. 258). PERB has ruled that a prima facie statement of such a violation requires charging party to allege facts which suggest that (1) the acts complained of were undertaken by the organization in its capacity as the exclusive representative of all unit employees; and (2) the representational conduct was arbitrary, discriminatory or in bad faith.
WILCIA SMITH MOORE September 1, 1987 Page 4 PERB has applied these principles to mean that facts must be presented which answer the following questions: (1) What adverse District conduct was directed against you? (2) On what date did the District's adverse conduct occur? (3) On what date did you complain of such conduct to the Union? (4) To which union representative did you complain? (5) What, if anything, did you request the union representative to do on your behalf? (6 ) Was the adverse District conduct grievable under the collective bargaining agreement in effect between the District and the Union? If so, under which provision? (7 ) What did the Union do or fail to do that you allege to be arbitrary, discriminatory or in bad faith? See Rocklin Teachers Professional Association (Romero) (1980) PERB Decision No. 124; Reed District Teachers Association, CTA/NEA ( Reyes ) (1983 ) PERB Decision No. 332; Los Angeles City and County School Employees Union (Local 99, Service Employees International Union, AFL-CIO) (Scates and Pitts) (1983 ) PERB Decision No. 341; California School Employees Association (Dyer ) (1983) PERB Decision No. 342.
WILCIA SMITH MOORE September 1, 1987 Page 5 III. WHAT ARE THE APPARENT GAPS IN THE UNFAIR PRACTICE CHARGE AS IT IS PRESENTLY WRITTEN? The allegations of the charge, as it is presently written, fail to set forth a prima facie violation of EERA section 3543.6(b) and section 3544.9. First, as stated in the warning letter of May 22, 1987, "The union is not required by EERA to represent Charging Party in her effort to secure a particular contract under California Education Code section 44887. Its refusal to do so is not a violation of EERA even if the refusal were motivated by racial bias. That kind of discrimination would have to be remedied in another form. " San Francisco Classroom Teachers Association, CTA/NEA (Chestanque) (1985 ) PERB Decision No. 554; California State Employees Association (Lemmons and Lund) (1985 ) PERB Decision No. 545-S (union is not obliged by EERA section 3544.9 to pursue extra-contractual remedies for unit member; the union's obligation to represent fairly the interest of all bargaining unit employees does not extend beyond negotiation, administration and enforcement of the collective bargaining agreement . ) Second, the unfair practice charge, as presently written, merely lists the 7 alleged District adverse acts. To the extent that the charge refers to conversations between you and union representatives, it refers to discussions concerning your request that the Union assist you in obtaining a contract from the District pursuant to Education Code section 44887. The charge does not in anyway suggest that you requested union representatives on particular dates to assist you or represent your interests concerning the other of the District's alleged 7 separate adverse acts.
WILCIA SMITH MOORE September 1, 1987 Page 6 More specifically, although the charge describes 7 types of District adverse actions against you, there are no allegations of fact in the charge which answer the following questions: (1 ) On what date or dates did the District's adverse conduct towards you occur? (2) On what date or dates did you complain to the Union concerning each of the District's alleged ll separate adverse acts? (3) To which union representative did you complain of each of the District's alleged 11 separate incidents of adverse conduct? (4) What, if anything, did you request the particular union representative to do on your behalf with regard to the District's alleged ll separate adverse acts? (5) Under which provision of the collective bargaining agreement in effect between the District and the Union were each of the District's alleged 11 separate adverse acts grievable? (6) What, if anything, did the Union do or not do in response to your request for assistance and that is arbitrary, discriminatory or in bad faith? IV. SUMMARY OF CONCLUSIONS REGARDING THE CURRENT CHARGE Before reviewing the additional information you provided, which is not yet alleged in the charge, I emphasize the status of your present charge.
WILCIA SMITH MOORE September 1, 1987 Page 7 1. The allegation that you were denied fair representation regarding your desire to secure a contract under Education Code section 44887 does not appear to present a prima facie case of unfair practice. This is because the right to secure such a contract is grounded in the Education Code, not the collective bargaining agreement. Hence, the exclusive representative does not have the legal obligation to represent you in such an action, and its failure to do so did not violate the duty of fair representation. 2 . The charge lists different types of district misconduct which might arguably have violated the collective bargaining agreement, and the union might have been legally obligated to represent you in such matters. The charge, however, does not disclose all of the facts necessary to state a violation. It does not contain necessary specifics, such as whether you complained to the union about this conduct, when you might have lodged such a complaint and asked for representation, who you complained to, or what the union's response was. To allow PERB to consider your allegations on these points, you must amend the charge. 3. During our telephone conversations preceding the August 13, 1987 meeting, you said that you had complained to named union officials about the District's conduct (referred to in the preceding paragraph), that you asked for representation, and that the union refused to do anything. You stated that the dates on which these things happened, and all other necessary information, are contained in the charge. My review of the charge indicates the charge does mention certain dates on which you communicated with union officials; however, the allegations contained in the charge indicate that your communication with the union officials concerned your effort to secure a contract from the District under Education Code 44887. In other words, the charge currently does not contain allegations suggesting that you complained about any of the eleven types of misconduct listed above.
WILCIA SMITH MOORE September 1, 1987 Page 8 V. THE NEW INFORMATION YOU PROVIDED IN CONVERSATIONS WITH PERB STAFF WHICH IS NOT YET INCLUDED IN THE UNFAIR PRACTICE CHARGE During our telephone conversation of July 27, 1987, you provided information which is not alleged in the unfair practice charge. Specifically, you stated that: you complained to union representatives Wanda Pruitt, Shirley Van Bourg, Stewart Weinberg, Dorothy Lumberger, Don Hubbard, and Bonnie Robinson concerning the 7 types of District misconduct set forth above and on dates set forth in the charge you requested those individuals, in their capacities as representatives of the Union, to represent your interests vis-a-vis the District. At the meeting of August 13, 1987, you provided more specific information in support of these allegations. A. Discrimination (1) Beginning in approximately 1983, the District failed and refused to grant you a contract which you believed you were entitled to pursuant to Education Code section 44887. From the date you first sought that contract to the date on which you filed the unfair practice charge, you attempted to enlist the union's support in securing a contract. However, despite your efforts, the union refused to represent you. As explained above, the collective bargaining agreement does not require the District to grant you a contract under Education Code section 44887. However, the District would arguably violate the contract, specifically Article VI (Equal Employment Opportunity and Non Discrimination), if the District's denial of a contract under Education Code section 44887 was motivated by racial animus.
WILCIA SMITH MOORE September 1, 1987 Page 9 (2) On August 13, 1987, you stated that the District's denial of a contract was not racially motivated and therefore you did not present that theory to the union at anytime including November 5, 1986, the date on which you last demanded union representation in your effort to secure an Education Code section 44887 contract. You explained that ultimately you suspected the union's failure to represent you was racially motivated. And, you added that had the union been an advocate of your position, the District would have awarded you a contract and would not have treated you adversely in other ways. For the reasons stated above, the information you provided, if alleged in an amended complaint, would not appear to state a prima facie violation. The union's failure to file a grievance alleging violation of Article VI by the District does not appear to have been a breach of the duty of fair representation owed to you. B. Evaluation (1) On August 13, 1987, you stated that the District subjected you to a second evaluation within a two-year period. You were first evaluated on April 14, 1986. On October 29, 1986, the employer began a new evaluation. The District's conduct arguably violated Article XV (Evaluation Procedure ) in three respects. First, an evaluation may only be undertaken once every two years. Second, if an additional evaluation is to be undertaken during that period, the employer is obligated to justify such conduct in writing. That was not done. District representative Insley made 11 unannounced visits to your classroom. That is also arguably a violation of the contractual evaluation policy. (If you choose to amend the charge to include these allegations, please specify the sections of Article XV which you have in mind. ) Third,
WILCIA SMITH MOORE September 1, 1987 Page 10 Subsequent to October 29, 1986, you requested union representative Dorothy Laumberger to accompany you to a meeting. She refused. In January 1987, you requested that union representative Wanda Pruitt accompany you in connection with the evaluation. On January 13, 1987, you were informed by the District that the union had refused Ms. Pruitt permission to accompany you. You state that the union thereafter refused to file a grievance on your behalf concerning the District's alleged violation of the contractual evaluation policy. (2) The above information, which you related to me on August 13, 1987, might arguably state a prima facie violation of EERA section 3543.6(b) and section 3544.9 if it is alleged in an amended unfair practice charge. The facts disclosed might well suggest the presence of the five elements which must be alleged: the nature of the incident which occurred, the date of the incident, the date on which you requested the union to represent you concerning the incident, the contractual provisions which were arguably violated by the District's conduct, and the union's refusal to represent you. C. Class Size (1) On August 13, 1987, you stated that the District violated Article XIII (Class Size ) of the contract when it assigned more students to your class than were permitted under the teacher-student ratio set forth in the contract. You described this problem as commencing in approximately 1984 and continuing to the present. You stated that you complained to the union of the District's violation of the contract as late as September 16, 1985. However, you indicated that subsequent to that date you did not bring the problems of excess class size and work load to the attention of the union.
WILCIA SMITH MOORE September 1, 1987 Page 11 (2) The information provided by you on August 13, 1987, does not appear to state a violation of the EERA. The union's failure and refusal to file a grievance on your behalf alleging violation of Article XIII occurred on September 16, 1985, when you last requested and were denied representation. That conduct occurred more than six months before the date of which you filed the unfair practice charge and therefore it is time-barred. As explained in the warning letter sent to you on May 22, 1987, to state a prima facie violation, the charging party must allege and ultimately establish that the alleged unfair practice either occurred or was discovered within the six month period immediately proceeding the filing of the charge with PERB. EERA section 3541.5 (a ); San Diegueto Union High School District (1982 ) PERB Decision No. 194. D. Threat to Cancel Fourth Period Class (1 ) During our conversation of August 13, 1987, you stated that the union threatened that your fourth period class would be canceled in the event you refused to accept payment with "ICS" monies for teaching that class. According to Ms. Laumberger and Mr. Hubbard, representatives of the union, if you did not accept the money, the District would stop sending students and eventually cancel the class. (2 ) The facts concerning the union's threat do not appear to state a violation of EERA sections 3543.6 (b) and 3544.9. The conduct occurred in September, 1985, more than six months prior to the date on which you filed the instant unfair practice charge.
WILCIA SMITH MOORE September 1, 1987 Page 12 E. Cancellation of Writing Proficiency Class (1) On August 13, 1987, you stated that your writing proficiency class was canceled by the District on October 30, 1986. You indicated that such conduct violated Article 18, specifically section 18.1 of the collective bargaining agreement because the District is prohibited from manipulating classes so as to prevent an employee from being placed on another salary scale. The District's refusal to pay you with general funds for the fourth period class enabled it to avoid granting your contract pursuant to Education Code section 44887 and also deprived you of a status which would have led to placement on the teacher's salary scale. You stated that you requested the union, specifically Ms. Laumberger to represent you in a grievance against the District concerning the cancellation. Her response was to say simply that you were lucky you were not fired. The union refused to represent you in this matter. (2) The information you provided concerning the cancellation of the writing proficiency class, if alleged in an amended unfair practice charge, appears sufficient to support a prima facie violation of the EERA. However, it may be that you did not intend to cite Article 18 ( Retirement/Early Retirement) as the basis on which you requested the union to grieve the District's conduct. If you choose to amend the charge to include allegations concerning the cancellation of the class, please allege the specific section of the contract which you believe to have been violated.
WILCIA SMITH MOORE September 1, 1987 Page 13 F. Late Payment of Salary (1) On August 13, 1987, you provided information concerning the District's failure and refusal to pay you in a timely manner . This conduct, according to your statement, occurred between September, 1985 and December 5, 1986. You first complained to the union of this conduct and requested representation on September 16, 1985. You also complained and requested representation on October 29 and 30, 1986. The District's failure to pay you in a timely manner violated, in your view, Article XIV (Teacher Compensation) . (2) The information you have provided concerning the District's failure to pay you in a timely manner, if alleged in an amended unfair practice charge might well support issuance of a complaint. The information appears to describe the elements necessary for a prima facie statement of violation: the nature of the incident which occurred, the date of the incident, the date on which you requested the union to represent you, the contract provision arguably violated, and the date on which the union refused to assist you. G. Threats/Harrassment (1) On August 13, 1987, you stated that the District threatened in other ways to harass you since the first day you requested a contract pursuant to Education Code section 44887. You described an incident which occurred when you were "locked up in the library with a man from Visual Arts. " You also described a more recent incident involving the employer's refusal to discipline students in your class. You stated that the latter type of incident occurred throughout the past year and a half and that you specifically requested representation from the union on September 4, 16 and 19, 1985, October 7 and 8, 1985, March, 1986, October 29 and 30, 1986, and in January, 1987. You stated that the District's conduct is arguably prohibited by Article XVI, section 3.7 (Safety) .
WILCIA SMITH MOORE September 1, 1987 Page 14 WILCIA SMITH MOORE September l, 1987 Page 14 (2) The information you presented concerning the District's refusal to discipline students and the union's failure and refusal to address that wrong through the grievance procedure, if alleged in an amended unfair practice charge, appears sufficient to support issuance of a complaint. You have related information which suggests the presence of the necessary elements of the violation. (See above. ) However, if you choose to amend the charge to contain allegations describing this conduct, please verify whether Article XVI is the section which arguably prohibits the District's conduct. Article XVII (Safety Conditions) may be more appropriate. H. Denial Of Benefits (1) On August 13, 1987, you also stated that the District's effort to you pay for the fourth period teaching with ICS money rather than District funds, resulted in your being denied several benefits, including but not limited to District contributions on your behalf to the retirement fund. You requested the union to represent you in this matter and urged that the District conduct was prohibited by Article XIV (Teacher Compensation ) of the contract. You indicated that you requested representation from the union throughout the period in which the District refused to pay you with District funds for teaching the fourth period. pecifically, you complained on September 4, 16 and 19, 1985, October 7 and 8, 1985, March, 1986, October 29 and 30, 1986, as well as in January, 1987. (2) This information, if alleged in an amended unfair practice charge, appears sufficient to support issuance of a complaint. If you intend to amend this charge, note that you must allege facts concerning the nature of the incident which occurred, the date on which it occurred, the date on which you requested the union to represent you by filing a grievance in this matter, the specific contract provision arguably violated by the District conduct, and the date on which the union refused to assist you. (2) The information you presented concerning the District's refusal to discipline students and the union's failure and refusal to address that wrong through the grievance procedure, if alleged in an amended unfair practice charge, appears sufficient to support issuance of a complaint. You have related information which suggests the presence of the necessary elements of the violation. (See above.) However, if you choose to amend the charge to contain allegationsdescribing this conduct, please verify whether Article XVI is the section which arguably prohibits the District's conduct. Article XVII (Safety Conditions) may be more appropriate. H. Denial Of Benefits (1) On August 13, 1987, you also stated that the District's effort to you pay for the fourth period teaching with ICS money rather than District funds, resulted in your being denied several benefits, including but not limited to District contributions on your behalf to the retirement fund. You requested the union to represent you in this matter and urged that the District conduct was prohibited by Article XIV (Teacher Compensation) of the contract. You indicated that you requested representation from the union throughout the period in which the District refused to pay you with District funds for teaching the fourth period. S Specifically, you complainedon September 4, 16 and 19, 1985, October 7 and 8, 1985, March, 1986, October 29 and 30, 1986, as well as in January, 1987. (2) This information, if alleged in an amended unfair practice charge, appears sufficient to support issuance of a complaint. If you intend to amend this charge, note that youmust allege facts concerning the nature of the incident which occurred, the date on which it occurred, the date on which you requested the union to represent you by filing a grievance in this matter, the specific contract provision arguably violated by the District conduct, and the date on which the union refused to assist you.
WILCIA SMITH MOORE
September 1, 1987
Page 15
I. Additional Incidents
(1) Finally, you described two other incidents. First, you
related information concerning the District's failure to keep
accurate records of your pay and deductions. As a consequence,
you had problems with the IRS. You complained to the union and
attorney Weinberg, refused to help you, stating "we all have
problems with the IRS." This conduct by the union occurred in
October, 1984.
(2) Even if this information were alleged in an amended
unfair practice charge, it would not be sufficient to support
issuance of a complaint. It occurred more than six months
prior to the date on which you filed the unfair practice
charge. For the reasons stated above, such an incident is
time-barred.
(3 ) Second, you described an incident involving a situation
which you believe was intentionally created by District
representative Insley. You had an altercation with a student
who was frustrated that a promise Insley had made to him could
not be put into effect. You were injured.
(4) However, as you stated on August 13, 1987, you did not
complain to the union of the incident involving the psychotic
student and Mr. Insley. Consequently, the union was not asked
to represent your interest by a filing a grievance and the
failure to do so cannot be considered a breach of the duty of
fair representation. Even if alleged in an amended unfair
practice charge, the information related by you concerning this
incident would not support issuance of a complaint.
VI . CONCLUSION
For the above reasons, the charge as presently written does not
state a prima facie case. However, if you amend the charge to
include the information set forth above in section V. B(1) ,
E(1), F(1), G(1), and H(1), a prima facie case might be
evident, and issuance of a complaint might be warranted.
WILCIA SMITH MOORE
September 1, 1987
Page 15
I. Additional Incidents
(1) Finally, you described two other incidents. First, you
related information concerning the District's failure to keep
accurate records of your pay and deductions. As a consequence,
you had problems with the IRS. You complained to the union and
attorney Weinberg, refused to help you, stating "we all have
problems with the IRS. 11 This conduct by the union occurred in
October, 1984.
(2) Even if this information were alleged in an amended
unfair practice charge, it would not be sufficient to support
issuance of a complaint. It occurred more than six months
prior to the date on which you filed the unfair practice
charge. For the reasons stated above, such an incident is
time-barred.
(3) Second, you described an incident involving a situation
which you believe was intentionally created by District
representative Insley. You had an altercation with a student
who was frustrated that a promise Insley had made to him could
not be put into effect. You were injured.
(4) However, as you stated on August 13, 1987, you did not
complain to the union of the incident involving the psychotic
student and Mr. Insley. Consequently, the union was not asked
to represent your interest by a filing a grievance and the
failure to do so cannot be considered a breach of the duty of
fair representation. Even if alleged in an amended unfair
practice charge, the information related by you concerning this
incident would not support issuance of a complaint.
VI. CONCLUSION
For the above reasons, the charge as presently written does not
state a prima facie case. However, if you amend the charge to
include the information set forth above in section V.B(l),
E(l), F{l), G(l), and H(l), a prima facie case might be
evident, and issuance of a complaint might be warranted.WILCIA SMITH MOORE September 1, 1987 Page 16 If you choose to amend the charge, the amended charge must (1) be prepared on a standard PERB unfair practice charge form clearly labeled First Amended Charge, (2) contain all the facts and allegations you wish to make, (3) indicate theca"se numberwhere indicated on the form (even though you are not to write in the box when originally filing a charge), (4) be signed under penalty of perjury by the charging party, and (5) be served on the respondent. Proof of service must be attached tothe original as well as to all copies of the amended charge. For your convenience, blank charge forms, proof of service forms, and a leaflet on "How to File an Unfair Practice Charge" are enclosed. I recognize that you may disagree with my assessment that certain elements of you case do not contribute toward a violation of the EERA. (I have pointed out five allegations which do not appear to establish an unfair practice, either because of limitations on the scope of the duty of fair representation (section V.A, above, and see section IV) or because the allegations appear to be time-barred (sectionV.C(l), (D)(l), (I)(l), I(3).) If you disagree with my assessment regarding any of these allegations and if you want to test the validity of my assessment, you should include these allegations in your amended charge as well. In that event, I would most likely dismiss those particular allegations, and you would have a right of appeal to the Board itself. If I do not receive an amended charge or withdrawal from you on or before September 25, 1987, I shall dismiss your charge. If you have any questions on how to proceed, please call me at (415) 557-1350. Sincerely yours, - Jr-~-;-· .. ,·., PETER HABERFE.i1V Regional Attorney Enclosures
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When Peter asked me
did I think the
Union discriminated
against ALL Blacks,
( ALL VOR NONE Fallacy )
my have beenanswer should
INTERPRETED To mean
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had Changed m
mine -8 frame heels
DISCRIMINATED against
I AM still being DISCRIMINATED
A GAINST.
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(1rV(415 ) 237- 5895
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,II CAN NOT MAKE ANY MORE COSTLY
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Phone Calls TO SACRAMENTOPA
~ ~
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____
----THE SCHOOL T!o~SOLD S'c:-:~;~y [16oks(o~ All My Books ( OR.. GAVE THEN AWAY OR Threw <1-t+vf: THcrv -~~~'l- ORT~ Them OUT .. T~ c u r _while I ~ :::c WAS W14S OFF NOW I G FE _____ /V0[/4) ::C. HAVE f/l+Vc TOT() WRITE l-U/2i,c THREE NEW COURSE 1}/tEE (VE.w Col,,(R.t~- OUT -L,LINES r:::-s- l3''f BY 5efT SEPT 14 TH I<; T/.,L OR E SE. . , Just FINISHED F1Nrs#cP --1 This TODAY k, f. Tl) p /47 Z)t;pr 'I - w.,.J..J.. MtulSEPT 9 - will Mail · Mo~MORNING SEPT 10,1 'rvj I S'e /-' r j -- - .. . ..
. ·, ~HY FOR WORTHY LAUMBERGERl1 ·/.JO y L I NEVER SAID DORTHY REFUSED :r 12_ R. 71-1 A 1.J M f3 €'2?. 9'€fZ /VEVER.. SA10 DoRTHf ~c"Fu5cD TO ATTEND THE MEETING -TO ATTetv D ,He:: Hcs-,,w-ei - DORTHY AGREED. Do RTH/ It G- R.tt D. v I"""\ ro
A
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DISTORTIONS l!JSTORTI~ NS J
Page ONE - PAQJ._, OWE: DID NOT GIVE SECTION ? NoT t:,v1= Scc.,;/oN?u-- .:z: Otp I •
=- D,o
Page TWO ~ TWo _ THE Judge OVERRULED 7Hc. Tuo}L OVeR RultD'
NANCY NOT ED CODE /VA~c..,I NOT ED Co Dt-
AS IT TURNED OUT . .. NOT TRUE /1S /r TllR A.le D our, . , /voT TflvE
P
Page TWO - NOT DUPLICATIONS. DISTORTION. P~ TWO - /voT Duf L;cAr,u·f.l~ _ t}1:,T~12y.,4•-,;;;;
Page FOUR - My Complaint is NOT P~ Fou.-~ - Co....., t's Ive,
AgAINT THE DISTRICTA UA I t-..s,- TH- e- 1) Is r R , e,,
My p1-..t..,-r-
Page FIVE p 14~ Five - A REPEAT f+ Re PcAT .
Page FIVE - P~ t=,vc: _ NOT TRUE IT page 2 A/o-r rl<ve ~ :i_
@ Snm~ STATE MENT of CHARGES /'1cNr °( CilARles
DATE, AND NAME and ANSWER DA-re.J Atvb o---...L
Page SIX - READ STATEMENT Of CHARGES PA-cp.. 'S , .,..,_ _ R el'.D i r "', c ,--11:11, 6 C II A q t.s
I.J ~ .J 3 .J tf---' ~ - Re:~o
/VAME ANSw'=R..
2 1 3 1 4, 6 - READ
PAge SEVEN _ NOT TRUE SHOWEDTHIS TOPA~ SE ve: I\J _ NcT TR, u t" s 1+0 u...;~,.bT 1-1 1 s Tl)
Y/JL<_ Ar ~ 13 ~ you AT aug 13 meeting
Page SEVEN -Sevt- 1v _ 3 - one and The SAME3- (J,,,,-.J_ ~ ~ S-1JMfi'
page Eight f}sl<e-.1)
THE UNION TO GRANT, METl+c U7\//()f\/ TO 0-R.ANT
A CONTRACT - IT CANT- Ic Ml:
11- CoNrRAct- iT /f N&:. 7 '- ·
DON'T WORK FOR THE Da/Ll 1 T WcJ/2,I<- FtJR. THE
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UNION. A. PH L)_ /J { {) (\[ • A. P 3 - 3
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is NOT BASED .ON What ....fa:LJ
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HAPPENED SEPT 1985.
Hr,ppet--.JED
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Ai\/ AN Bourg REFUSED DEC6, 1987 Bou"l Rt
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WIEN BERG RE FUSED DEC 20, 1987
W1crv f3cR/ RcFuSED0Ec.2tJ
1987
1
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Page 11 -"WHAT WARNING
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STATE OF CALIFORNIA GEOl'lGE DEUKMEJIAN, Go..,,"", PUBLIC EMPLOYMENT RELATIONS BOARD San Francisco Regional Office 177 Post Stree1, 9th Floor San Francisco, California 94108 (415) 557-1350 September 17, 1987 Wilcia Moore RE: Berkeley Federation of Teachers, Case No. SF-CO-310 Dear Ms. Moore: This responds to your letter dated September 2, which was received on September.11. Your letter accuses Mr. Haberfeld of bad faith and a wide range of misdeeds and distortions. You have requested that he be removed from your case. Indeed, in our telephone conversation of September 15 you informed me that you would not respond to his letter or file an amendment to the charge unless the case were assigned to another attorney. Also, although your recent letter to me indicates that you need more time to respond to Mr. Haberfeld's letter, in our telephone conversation you refuse to cooperate with me in working out a later due date unless I promise to remove Mr. Haberfeld from the case. I have fully examined your allegations. In conducting my examination, I was mindful of the information that I have obtained fr.om my lengthy discussions with you, from prior correspondence between us, and from the two very comprehensive letters that Mr. Haberfeld sent you. · Read in light of all the information I have obtained, your letter in no way persuades me that Mr. Haberfeld has erred in his analysis or approach to the case. Rather, I believe that you have misunderst~od the intent of his most recent letter, which was to assist you in formulating an amended charge. Based on your apparently immutable perception that Mr. Haberfeld is intentionally attempting to undercut your case, I do not expect you to accept this explanation. Nevertheless, the reality is that the steps that Mr. Haberfeld and I have taken to assist you in this case have been considerable, and I have personally overseen Mr. Haberfeld's work on this case since you initially brought the matter to my attention. Attachment 5
Wilcia
Moore
September
17,
1987
Page
2
These
steps
--
including
conducting
a
two-hour
meeting
with
you,
drafting
a
long
discussion
outline
to
facilitate
ourmeeting,
and
(in
the
most
recent
letter)
organizing,
digesting
and
summarizing
information
for your
benefit
--
truly
exceed
any
efforts that
any
member
of
my
staff
has
made
•to
assist
the
charging
party to
state
in
proper
form"
the
elements of
a
prima
facie
case (see
PERB
Regulation
32620(b)(4)).
I
am
sorry
you
do
not recognize
the
efforts that
we
have
made
on
your
behalf.
Also,
lam
compelled
to
respond
with
particularity
to
some
of
your
allegations.
First,
your
accusation
that
Mr.
Haberfeld
distorted
the information
that
you
provided
to
him
in
ourmeeting
is
inaccurate.
In
virtually
all
respects,
my
own
notesof
that
meeting
independently
corroborate the
factual
assertions
contained in
his
letter.
Furthermore,
your
complaints
about
inaccuracies
in his
letter
are
in large
part
based
on a
misreading of
his
letter.
Second,
to
the
extent
that
you
claim
that
the information
in his
letter
which he
obtained
prior to
our
last
meeting
is
inaccurate,
this
claim
is,
in
my
view,
unfair.
All of
that
information
was
specifically
provided
to
you
in
the Outline for Discussion
that
formed
the basis for
our
meeting.
You
were
given
time
to
review
the outline
before our meeting,
and
to
correct
any
assertions in
the outline
which
you
considered
to
be wrong.
Third
{and most
importantly),
even
if
the information
he
recited
were
inaccurate,
no
prejudice
has been
caused.
You
are
still
free to
amend
your
charge to
state
the
facts
as you
understand
them, and
no
adverse
inference
can
or
will
be
drawn
as
a
result
of
any
misunderstanding.
For
the foregoing reasons, the accusations in
your
letter
are,
in
my
view, unfounded. There
is
accordingly
no
basis in
law
or
fact
for
my
removing
Mr.
Haberfeld
from
the case.
The
final issue
is
the request contained
in
your
letter
{at
p.
6)
for
an
extension
of the
September 25 due
date
for your
response
to
Mr.
Haberfeld's
letter.
The
period of time
that
Mr.
Haberfeld allowed for
a
response
is
well in excess of the
time
ordinarily
provided
to charging
parties to
amend
theircharges.I
lyour
letter
indicates that
you had
previously asked
me
to ensure that the letter
would be received before school
started. Neither
Mr.
Haberfeld nor
I have any
recollection ofyour making
this request,
and our notes
do
not reflect
it
either. In any event,
Mr.
Haberfeld's other job- Wilcia Moore September 17, 1987 Page 3 Furthermore, I called you earlier this week in resporise to your letter to find out how much more time you desired. You refused to answer my question unless I promised to remove Mr. Haberfeld from the case. I declined to make such a promise (the question of how much time you need to amend your charge is properly and logically separate from your complaint about Mr. Haberfeld). Given this stalemate and your refusal to indicate how much more time -- if any -- you required, the September 25 due date stands. As indicated in Mr. Haberfeld's September 1 letter, the charge as presently written does not state a prima facie case. If you wish to amend the charge in an effort to cure the deficiencies outlined in his letter, you must file an amended charge by September 25. The amended charge must (1) be prepared on a standard PERB unfair practice charge form clearly labeled First Amended Charge, (2) contain all the facts and allegations you wish to make, (3) indicate the case number where indicated on the form (even though you are not to write in the box when originally filing a charge), (4) and be signed under penalty of perjury by the charging party. The amended charge must be served on the respondent, and proof of service must be attached to the original as well as to all copies of the amended charge, If you have any questions on how to proceed, please call me at (916) 323-8015. Si?cerely yours, ..,, ' JEFFREY SLOAN General Counsel 3226D responsibilities precluded him from completing the letter in advance of the date issued. Additionally, to ensure your ability to make plans to complete an amended charge, I called you on the day that Mr. Haberfeld's letter issued and left a message on your answering machine which indicated that your response would be due on September 25. The first indication I received of your dissatisfaction with that date was in your most recent letter, received September 11.
. t STAT! OF CAUFOftNIA GEORGE C>EUKMEJIAN, Gowmor / PUBLIC EMPLOYMENT RELATIONS BOARD Heodquarten Office \001 lilt+, $trNt 5,oo..an•ito, CA 9581'-"174 (91(.) 323-8015 September 17, 1987 Ms. Hilcia Moore Re: Attached Letter From Jeffrey Sloan Dated Sept. 17, 1987 Dear Ms. Moore: To avoid the possibility of delivery delays caused by the certified mail process, I am sending a copy of the above reference letter to you by reeular mail and the original by certified mail. Sinc_erely, Lisa Standard Secretary Att. / Attachment 6
5 printed pages contain little extracted OCR body text; searchable legal-body completeness has not been established for those pages.
OCR transcription for search; preserved printed pages are authoritative
STATE OF CALIFORNIA
DECISION OF THE
ATRT oNorRATORIM VTamMrns
PUBLIC EMPLOYMENT RELATIONS BOARD
WILCIA SMITH MOORE,
Charging Party, Case No. SF-CO-310
Ve PERB Decision No. 658
BERKELEY FEDERATION OF TEACHERS,
LOCAL 1078, AFL-CIO
February 22, 1988
Respondent.
ee eee Neat eae Nene Nett Neat Ne Net eet See
Appearances: Wilcia Smith Moore on her own behalf.
Before Hesse, Chairperson; Porter, Shank, and Cordoba, Members.
CASE HISTORY
HESSE, Chairperson: Charging party, Wilcia Smith Moore,
filed an unfair practice charge against respondent, Berkeley
Federation of Teachers, Local 1078, AFL-CIO (Union), on
February 2, 1987. In her charge, she alleged that respondent
had violated sections 3543.2, 3543.5, and 3543.6 of the
Educational Employment Relations Act (EERA or act). The
charge was dismissed, in a letter attached hereto, on
September 29, 1987, and an appeal was timely filed.
2
On appeal, this Board reviews the record de novo,® and
LEERA is codified at Government Code section 3540 et
seq. Unless otherwise indicated, all statutory references
herein are to the Government Code.
2Because our review of the file is de novo, we need not
address charging party's request to remove the regional
examines the charge to see if it states a prima facie case. In
other words, assuming for the purpose of analysis that the
facts alleged are true," is a violation of the Act stated?
In her charge, Mrs. Moore has identified sections 3543.2,
3543.5, and 3543.6 of the Act as the sections allegedly
violated. Sections 3543.5 (a)-(e), however, list unlawful
practices committed by employers, and the respondent is not her
employer . Thus, the allegation that section 3543.5 has been
violated must be dismissed because charging party has not named
her employer as the respondent.
As to the allegation that the Union violated section
3543.2, the mechanism by which this particular section has been
addressed by the Board and the courts is through alleging a
violation of either 3543.5 or 3543.6.4 Section 3543.2 sets
forth the scope of representation. A failure by the Union to
bargain over those subjects would be a violation of section
3543.6(c). The charging party, however, lacks standing to
allege such a violation.
attorney. At this point, the case is out of the hands of the
regional attorney and is in the sole jurisdiction of the the
Public Employment Relations Board (Board ) itself.
3san Juan Unified School District (1977) EERB Decision
No. 12. (Prior to January 1978, the Board was known as the
Educational Employment Relations Board or EERB. )
Oakland Unified School District v. PERB (1980 ) 120
Cal . App. 3d 1007, wherein a change subject to negotiation under
section 3543.2 was found to violate, inter alia, section
3543.5(c) .
dissent, in postulating that an individual has
standing to file a refusal to bargain charge against the union,
2
examines the charge to see if it states a prima facie case. In
other words, assuming for the purpose of analysis that the
3 facts alleged are true, is a violation of the Act stated?
In her charge, Mrs. Moore has identified sections 3543.2,
3543.5, and 3543.6 of the Act as the sections allegedly
violated. Sections 3543.5(a)-(e), however, list unlawful
practices committed by employers, and the respondent is not her
employer. Thus, the allegation that section 3543.5 has been
violated must be dismissed because charging party has not named
her employer as the respondent.
As to the allegation that the Union violated section
3543.2, the mechanism by which this particular section has been
addressed by the Board and the courts is through alleging a
4
violation of either 3543.5 or 3543:6: Section 3543:2 sets
forth the scope of representation. A failure by the Union to
bargain over those subjects would be a violation of section
3543.6(c). The charging party, however, lacks standing to
5allege such a violation. The purpose of our agency is to The purpose of our agency is to
attorney. At this point, the case is out of the hands of the
regional attorney and is in the sole jurisdiction of the the
Public Employment Relations Board (Board) itself.
3san Juan Unified School District (1977) EERB Decision
No. 12. (Prior to January 1978, the Board was known as the
Educational Employment Relations Board or EERB.)
5The
2
4see,, Oakland Unified School District v. PERB (1980) 120
Cal.App.3d 1007, wherein a change subject to negotiation under
section 3543.2 was found to violate, inter alia, section
3543.S(c).
5The dissent, in postulating that an individual has
standing to file a refusal to bargain charge against the union,
insure the statutory rights of the parties, so that the
employer and the exclusive representative of the employees may
meet and negotiate on terms and conditions of employment as
defined in EERA.
The Board has recognized that the exclusivity of the chosen
employee organization in representing unit employees is crucial
to its ability to negotiate effectively and to stable
employment relations generally. (Hanford Joint Union High
School District (1978) PERB Decision No. 58.) While Hanford is
distinguishable in that the Board held that a non-exclusive
employee organization could not file a failure-to-negotiate
confuses the union's duty to bargain in good faith with its
duty to fairly represent all members of the bargaining unit.
The latter duty may encompass elements of the former, but only
within the context of standards set forth in Rocklin Teachers
Professional Association (Romero) (1980 ) PERB Decision No.
124. Here, charging party has specifically disavowed any
charge that the Union breached its duty of fair representation
and has alleged an independent violation of section 3543.6(c).
A search of fifty years of case law under the National Labor
Relations Act has revealed no case wherein an individual
employee had standing to charge a breach of the duty to bargain
in good faith that was not part and parcel of a charge of a
duty-of-fair-representation breach.
The standing requirement is basic, of course, to the notion
that this system we administer is called collective
bargaining. For an individual to have standing to allege an
independent breach of the duty to bargain in good faith would
not only undermine the union's authority, but would also likely
leave a union so open to attack such that no union would ever
want to be an exclusive representative and no employer would
ever want to enter a collective bargaining agreement.
The dissent's concern for the individual's rights is amply
addressed by holding the union to the duty of fair
representation. To require more from the union (or the
employer ), vis-a-vis the individual, would destroy collective
bargaining.
insure the statutory rights of the parties, so that the
cw~lvycL and the exclusive representative of the employees may
meet and negotiate on terms and conditions of employment as
defined in EERA.
The Board has recognized that the exclusivity of the chosen
employee organization in representing unit employees is crucial
to its ability to negotiate effectively and to stable
employment relations generally. (Hanford Joint Union High
School District (1978) PERE Decision No. 58.) While Hanford is
distinguishable in that the Board held that a non-exclusive
employee organization could not file a failure-to-negotiate
confuses the union's duty to bargain in good faith with its
duty to fairly represent all members of the bargaining unit.
The latter duty may encompass elements of the former, but only
within the context of standards set forth in Rocklin Teachers
Professional Association (Romero) (1980) PERB Decision No.
124. Here, charging party has specifically disavowed any
charge that the Union breached its duty of fair representation
and has alleged an independent violation of section 3543.6(c).
A search of fifty years of case law under the National Labor
Relations Act has revealed no case wherein an individual
employee had standing to charge a breach of the duty to bargain
in good faith that was not part and parcel of a charge of a
duty-of-fair-representation breach.
The standing requirement is basic, of course, to the notion
that this system we administer is called collective
bargaining. For an individual to have standing to allege an
independent breach of the duty to bargain in good faith would
not only undermine the union's authority, but would also likely
leave a union so open to attack such that no union would ever
want to be an exclusive representative and no employer would
ever want to enter a collective bargaining agreement.
The dissent's concern for the individual's rights is amply
addressed by holding the union to the duty of fair
representation. To require more from the union (or the
employer), vis-a-vis the individual, would destroy collective
bargaining.
3
charge against the employer, we note that charging party in
this case is not even a participant to the negotiations. A
charge of a refusal by the exclusive representative to bargain
in good faith must be brought by the employer, and cannot be
brought by an individual employee because the union's duty to
bargain is owed to the employer, not to the individual unit
members . The union's duty to bargain in good faith as the
exclusive representative carries with it the duty to fairly
represent the interests of charging party in bargaining with
the District. Under EERA, if the exclusive representative
fails to negotiate a matter within the scope of negotiations,
then it could be in breach of the duty of fair representation
in violation of section 3544.9, but in so alleging that a union
has violated that duty, a charging party must state facts that
the union took action that was arbitrary, discriminatory, or
motivated by bad faith. Such was not alleged here. Thus,
we conclude that the charging party's allegation that the Union
breached section 3543.2, actionable through section 3543.6(c),
must be dismissed for lack of standing.
Finally, charging party asserts independent violations of
he charging party alleges that she was denied
representation on an Education Code contract matter and that
the Union refused to file grievances, we note that, on app
charging party expressly states it is not her intention to
allege a violation of section 3544.9. Instead, she alleges
union leadership actions were the result of bad faith.
Therefore, we do not analyze the charge within the context of
the Union's duty to fairly represent all unit members.
charge against the employer, we note that charging party in
this case is not even a participant to the negotiations. A
charge of a refusal by the exclusive representative to bargain
in good faith must be brought by the employer, and cannot be
brought by an individual employee because the union's duty to
bargain is owed to the employer, not to the individual unit
members. The union's duty to bargain in good faith as the
exclusive representative carries with it the duty to fairly
represent the interests of charging party in bargaining with
the District. Under EERA, if the exclusive representative
fails to negotiate a matter within the scope of negotiations,
then it could be in breach of the duty of fair representation
in violation of section 3544.9, but in so alleging that a union
has violated that duty, a charging party must state facts that
the union took action that was arbitrary, discriminatory, or
6 motivated by bad faith. Such was not alleged here. Thus,
we conclude that the charging party's allegation that the Union
breached section 3543.2, actionable through section 3543.6(c),
must be dismissed for lack of standing.
Finally, charging party asserts independent violations of
6Although
4
6Although t the charging party alleges that she was denied
representation on an Education Code contract matter and that
the Union refused to file grievances, we note eal,that, on appeal,
charging party expressly states it is not her intention to
al a violation section 3544.9. Instead, she alleges
union leadership actions were the result of bad faith.
Therefore, we do not analyze the charge within the context of
the Union's duty to fairly represent all unit members.
3543.6 by the Union. No facts are alleged that even
remotely constitute violations of 3543.6(a), (c), or (d). The
remaining section that charging party alleges has been violated
is 3543.6(b). This section protects employees against
discriminatory treatment, reprisals, interference, restraints,
and coercions by the union. " In alleging that a union has
violated section 3543.6(b), a charging party must state
sufficient facts to indicate the union interfered,
discriminated, or took reprisals against her because of the
exercise of rights protected by EERA.
Here, charging party has alleged racial discrimination by
7Section 3543.6 reads:
(a) Cause or attempt to cause a public
school employer to violate Section 3543.5.
(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.
(c) Refuse or fail to meet and negotiate in
good faith with a public school employer of
any of the employees of which it is the
exclusive representative.
(d) Refuse to participate in good faith in
the impasse procedure set forth in Article 9
( commencing with Section 3548) .
B achers Professional Association (Romero)
(1980) PERB Decision No. 124.
5
7 3543.6 by the Union. No facts are alleged that even
remotely constitute violations of 3543.6(a), (c), or (d). The
remaining section that charging party alleges has been violated
is 3543.6(b). This section protects employees against
discriminatory treatment, reprisals, interference, restraints,
8 and coercions by the union. In alleging that a union has
violated section 3543.6(b), a charging party must state
sufficient facts to indicate the union interfered,
discriminated, or took reprisals against her because of the
exercise of rights protected by EERA.
Here, charging party has alleged racial discrimination by
7section 3543.6 reads:
It shall be unlawful for an employee It shall be unlawful for an employee
organization to: organization to:
(a) Cause or attempt to cause a public
school employer to violate Section 3543.5.
(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.
(c) Refuse or fail to meet and negotiate in
good faith with a public school employer of
any of the employees of which it is the
exclusive representative.
(d) Refuse to participate in good faith in
the impasse procedure set forth in Article 9
(commencing with Section 3548).
8Rocklin
5
Rocklin Te Teachers Professional Association (Romero)
(1980) PERB Decision No. 124.
the Berkeley Unified School District (District ) and the
Even if true, charging party has not charged the
District, she has charged the exclusive representative.
Charging party has already taken an appropriate course of
action by filing against the District with the California Fair
Employment and Housing Commission.
Read broadly, the charge could also be interpreted to
allege discrimination by the Union for its failure to pursue
charging party's case against the District for a contract under
the Education Code. Interpreted in such a manner, the charge
is still inadequate because there are no facts alleged to show
that charging party was treated differently from other
bargaining unit members because she engaged in activity
Furthermore, the charge does not
contain any facts that show the Union possesses the exclusive
means by which she can obtain the remedy. The Union is not
required by EERA to represent charging party in her effort to
secure a contract under the Education Code. Accordingly, the
failure of the Union to represent her in matters outside the
9As with the allegation of racial discrimination by the
employer, an allegation of racial discrimination by the Union
may be cognizable under other statutes. See 42 USC section
2000e-2(c) (Title VII, sec. 703(c) of the Civil Rights Act of
1964); California Government Code section 12940(c) (California
Fair Employment and Housing Act sec. 12940(c)).
10on appeal, charging party argues that she was a member
of an employee organization rival to the respondent. Charging
party did not so allege in her charge below, where the issue
must first be raised.
6
the Berkeley
Unified
School
District (District)
and
the
Union. 9
--
. a
union.
✓
Even
if
true,
charging
party
has not charged
the
District,
she
has charged
the exclusive
representative.
Charging
party
has
already
taken
an
appropriate
course of
action
by
filing
against
the
District
with the
California
Fair
Employment
and
Housing Commission.
Read
broadly, the
charge could
also
be
interpreted to
allege discrimination
by
the
Union
for
its
failure
to
pursue
charging
party's
case
against
the
District
for
a
contract
under
the Education
Code.
Interpreted
in
such
a
manner,
the charge
is
still
inadequate because
there are
no
facts
alleged to
show
that
charging
party
was
treated differently
from
other
bargaining
unit
members
because she engaged
in
activity
lO
protected by EERA. .
Furthermore; the
charge
does
not
contain
any
facts that
show
the
Union
possesses the
exclusive
means
by
which
she can
obtain
the
remedy.
The
Union
is
not
required
by
EERA
to represent
charging
party in her
effort to
secure
a
contract
under
the Education
Code.
Accordingly,
the
failure
of the
Union
to represent her in matters outside the
--
-o•
- . a b EERA
pr cecce.
y
~
9As
with the
allegation
of
racial
discrimination
by
the
employer, an
allegation of
racial discrimination
by the Union
may
be cognizable
under
other
statutes.
See 42
USC
section
2000e-2(c)
(Title
VII, sec.
703(c) of the Civil
Rights
Act
of
1964);
California
Government
Code
section
12940(c)
(California
Fair
Employment and Housing Act
sec. 12940(c)).
lOon
appeal, charging party argues
that
she
was a member
of an employee
organization rival to the respondent. Charging
party did not so allege in her charge below, where
the issue
must
first
be
raised.
6
collective bargaining setting are not violations of EERA.
ORDER
The unfair practice charge in Case No. SF-CO-310 is hereby
DISMISSED.
Member Shank joined in this Decision.
Member Porter concurs in the dismissal.
Member Cordoba's concurrence and dissent begins on page 8.
77
collective
bargaining
setting
are
not
violations
of
EERA.
ORDER
The
unfair
practice
charge
in
Case
No.
SF-C0-310
is
hereby
DISMISSED.
Member
Shank
joined
in
this
Decision.
Member
Porter
concurs
in the
dismissal.
Member
Cordoba's concurrence
and
dissent
begins
on
page
8.
Cordoba, Member, concurring and dissenting: I concur in
the dismissal of the unfair practice charge. I must dissent,
however, from that portion of the majority's opinion holding
that no individual has standing to assert a violation of
section 3543.6(c).
Since, as the majority opinion makes perfectly clear, "[nlo
facts are alleged that even remotely constitute violations of
3543.6(a), (c), or (d), " either directly or derivatively, there
is absolutely no need to make such a sweeping and potentially
dangerous holding. Even assuming for the sake of argument that
the circumstances in this particular case do not support a
finding of standing (which the majority makes no attempt to
do), this would not and does not justify the elimination of all
individual standing under this section. To do so jeopardizes
the few individual rights remaining under this Act.
The majority's conclusion that individual employees lack
standing to assert a section 3543.6(c) violation is premised on
the dubious proposition that the union's duty to bargain in
good faith is owed only to the employer. No authority even
arguably on point is cited in support of this position, nor
is any effort made to distinguish the union's duty to bargain
under EERA from its federal counterpart, section 8(b) (3 ) of the
National Labor Relations Act. This omission is surprising, for
this Board has previously looked to National Labor Relations
Board precedent for guidance on the nature and extent of a
1 Hanford is obviously inapposite.
8
Cordoba, Member, concurring and dissenting: I concur in
the dismissal of the unfair practice charge. I must dissent,
however, from that portion of the majority's opinion holding
that no individual has standing to assert a violation of
section 3543.6(c).
Since, as the majority opinion makes perfectly clear, "[n]o
facts are alleged that even remotely constitute violations of
3543.6(a), (c), or (d)," either directly or derivatively, there
is absolutely no need to make such a sweeping and potentially
dangerous holding. Even assuming for the sake of argument that
the circumstances in this particular case do not support a
finding of standing (which the majority makes no attempt to
do), this would not and does not justify the elimination of all
individual standing under this section~ To do so jeopardizes
the few individual rights remaining under this Act.
The majority's conclusion that individual employees lack
standing to assert a section 3543.6(c) violation is premised on
the dubious proposition that the union's duty to bargain in
good faith is owed only to the employer. No authority even
1arguably on point is cited in support of this position, nor
is any effort made to distinguish the union's duty to bargain
under EERA from its federal counterpart, section 8(b)(3) of the
National Labor Relations Act. This omission is surprising, for
this Board has previously looked to National Labor Relations
Board ecedent for guidance on the nature and extent of a
1 Hanford is obviously inapposite.
8
party's duty to bargain under EERA. See Westminster School
District (1982 ) PERB Decision No. 277 and Fremont Unified
School District (1980) PERB Decision No. 136. In this
instance, however, the NLRB's analysis runs directly counter to
that of the majority herein: the union's duty to bargain in
good faith is owed to the employees it represents as well as to
the employer. Independent Metal Workers (Hughes Tool Co. )
(1964) 147 NLRB 1573, 56 LRRM 1289. Accordingly, breach of the
union's duty of fair representation can constitute bad faith
bargaining in violation of section 8(b) (3). Ibid. See also
Bell & Howell v. NLRB (DC Circuit 1979) 598 F. 2d 136.
This Board previously has found that the duty of fair
representation owed by a union to those it represents does not
protect individuals from either negligence or the most
egregious lapses in judgment on the part of the union, nor does
it compel the union to pursue even the most meritorious claims
or requests. To now hold, as the majority proposes, that these
same individuals have no right whatsoever to charge the union
with a failure to bargain in good faith on their behalf renders
them even more powerless to protect their own interests.
99
party's duty to bargain under EERA. See Westminster School
District (1982) PERB Decision No. 277 and Fremont Unified
School District (1980) PERB Decision No. 136. In this
instance, however, the NLRB's analysis runs directly counter to
that of the majority herein: the union's duty to bargain in
good faith is owed to the employees it represents as well as to
the employer. Independent Metal Workers (Hughes Tool Co.)
(1964) 147 NLRB 1573, 56 LRRM 1289. Accordingly, breach of the
union's duty of fair representation can constitute bad faith
bargaining in violation of section 8(b)(3). Ibid. See also
Bell & Howell v. NLRB {DC Circuit 1979) 598 F.2d 136.
This Board previously has found that the duty of fair
representation owed by a union to those it represents does not
protect individuals from either negligence or the most
egregious lapses in judgment on the part of the union, nor does
it compel the union to pursue even the most meritorious claims
or requests. To now hold, as the majority proposes, that these
same individuals have no right whatsoever to charge the union
with a failure to bargain in good faith on their behalf renders
them even more powerless to protect their own interests.
STATE OF CALIFORNIA GEORGE DEUKMEJIAN, Governor
PUBLIC EMPLOYMENT RELATIONS BOARD
Headquarters Office
Sacramento, CA 95814-4174
916) 323-8015
September 29, 1987
Wilcia Smith Moore
Wilcia Smith Moore v. Berkeley Federation of Teachers.
AFL-CIO No. 1078, Case No. SF-CO-310
Dear Ms. Moore:
I am writing regarding the above-referenced charge, which
alleges that the Federation violated the Educational Employment
Relations Act (EERA, Government Code section 3540 et seq. )
through certain acts and/ or omissions.
To eliminate any extraneous issues from this case, 1/ I have
personally reviewed the entire case file. That review
indicates that Regional Attorney Peter Haberfeld identified
deficiencies in your charge in three separate documents that he
sent or delivered to you. (These documents are letters dated
May 22 and September 1, and a Discussion Outline dated August
13 that Mr. Haberfeld prepared in advance of a meeting that
you, Mr. Haberfeld and I conducted on that date. The
documents, identified as Attachments 1, 2, and 3 below, are
incorporated by reference. ) Mr. Haberfeld further informed you
that your charge would be dismissed unless you amended it by
September 25; I confirmed this due date in my letter to you
dated September 17 (see Attachment 5, which is hereby
incorporated by reference) . No amendment has been received as
of the date of this letter.
1/You have complained that Mr. Haberfeld mishandled your
case. Your most recent complaint about Mr. Haberfeld is set I forth in the letter identified below as document number 4.
specifically responded to your most recent complaint in
document number 5 below, which is incorporated by reference.
0 STATE Of CALIFORNIA GroftOf OEUIC.ME.JIAN, ~
PUBLIC EMPLOYMENT RELATIONS BOARD
Heodqvorters Office
1031 18th Street
Socr-+o, CA 9581~174
(916) 323-8015
September 29, 1987
Wilcia Smith Moore
Re: Re : Wilcia Smith Moore v. Berkeley Federation of Teachers,
AFL-CIO No. 1078, Case No. SF-C0-310
Dear Ms. Moore:
I am writing regarding the above-referenced charge, which
alleges that the Federation violated the Educational Employment
Relations Act (EERA, Government Code section 3540 et seq.)
through certain acts and/or omissions.
To eliminate any extraneous issues from this case,1/ I have
personally reviewed the entire case file. That review
indicates that Regional Attorney Peter Haberfeld identified
deficiencies in your charge in three separate documents that he
sent or delivered to you. (These documents are letters dated
May 22 and September 1, and a Discussion Outline dated August
13 that Mr. Haberfeld prepared in advance of a meeting that
you, Mr. Haberfeld and I conducted on that date. The
documents, identified as Attachments 1, 2, and 3 below, are
incorporated by reference.) Mr. Haberfeld further informed you
that your charge would be dismissed unless you amended it by
September 25; I confirmed this due date in my letter to you
dated September 17 (see Attachment 5, which is hereby
incorporated by reference). No amendment has been received as
of the date of this letter.
1/You have complained that Mr. Haberfeld mishandled your
case. Your most recent complaint about Mr. Haberfeld is set
forth in the letter identified below as document number 4. I
specifically responded to your most recent complaint in
document number 5 below, which is incorporated by reference.
Wilcia Smith Moore
September 29, 1987
Page 2
My review of the charge indicates that the charge does not
reflect a prima facie case of unfair practice. Additionally,
you have been given numerous opportunities to cure the
deficiencies in the charge, yet you have failure to do so.
Hence, I conclude that the charge must be, and hereby is,
DISMISSED.
Right to Appeal
Pursuant to Public Employment Relations Board regulations, you
may obtain a review of this dismissal of the charge by filing
an appeal to the Board itself within twenty (20) calendar days
after service of this dismissal (California Administrative
Code, title 8, section 32635(a)). To be timely filed, the
original and five copies of such appeal must be actually
received by the Board itself before the close of business
(5:00 p.m. ) or sent by telegraph, certified or Express United
States mail postmarked no later than the last date set for
filing (section 32135). Code of Civil Procedure section 1013
shall apply. The Board's address is:
Public Employment Relations Board
1031 18th street
Sacramento, CA 95814
If you file a timely appeal of the refusal to issue a
complaint, any other party may file with the Board an original
and five copies of a statement in opposition within twenty
calendar days following the date of service of the appeal
(section 32635(b) ).
Service
All documents authorized to be filed herein must also be
"served" upon all parties to the proceeding, and a "proof of
service" must accompany each copy of a document served upon a
party or filed with the Board itself. (See section 32140 for
the required contents and a sample form. ) The document will be
considered properly "ser
deposited in the first-class mail postage paid and properly
addressed.
Extension of Time
A request for an extension of time in which to file a document
with the Board itself must be in writing and filed with the
Board at the previously noted address. A request for an
Wilcia
Smith
Moore
September
29,
1987
Page
2
My
review
of the
charge
indicates that
the
charge
does
not
reflect
a
prima
facie
case
of
unfair
practice.
Additionally,
you
have been
given
numerous
opportunities to
cure
the
deficiencies
in
the
charge, yet
you
have
failure
to
do
so.
Hence,
I
conclude
that
the
charge
must
be,
and
hereby
is,
DISMISSED.
Right
to
Appeal
Pursuant
to
Public
Employment
Relations
Board
regulations,
you
may
obtain
a
review
of
this
dismissal
of the
charge
by
filing
an
appeal
to
the
Board
itself
within
twenty
(20)
calendar
days
after
service
of
this
dismissal (California Administrative
Code,
title
8,
section
32635(a)).
To
be
timely
filed,
the
original
and
five
copies
of such
appeal
must be
actually
received
by
the
Board
itself
before the close
of
business
(5:00 p.rn.) or
sent
by
telegraph,
certified
or Express United
States
mail postmarked
no
later
than
the
last
date
set
for
filing
(section
32135).
Code
of Civil
Procedure
section
1013
shall
apply.
The
Board's address
is:
Public
Employment
Relations
Board1031
18th
Street
Sacramento,
CA
95814
If
you
file
a
timely appeal of
the
refusal to issue
a
complaint,
any
other party
may
file
with the
Board an
original
and
five copies of
a
statement in opposition within twenty
calendar
days
following the date
of
service
of the appeal
(section 32635(b)).
Service
All
documents
authorized to
be
filed
herein
must
also
be
•served•
upon
all
parties to the proceeding,
and a
•proof of
service•
must accompany each copy
of
a document
served
upon a
party or
filed
with the
Board
itself.
(See
section
32140
forthe required contents
and a sample form.)
The document
will
be
considered properlyved" when personally delivered or
•served"
when
personally delivered or
deposited in the
first-class
mail postage paid
and
properlyaddressed.
Extension of
Time
A
request for an
extension of time in which to file
a document
with the Board
itself
must be
in writing and
filed with theBoard
at the previously noted address. A request for an
Wilcia Smith Moore
September 29, 1987
Page 3
extension must be filed at least three calendar days before the
expiration of the time required for filing the document. The
request must indicate good cause for and, if known, the
position of each other party regarding the extension, and shall
be accompanied by proof of service of the request upon each
party (section 32132).
Final Date
If no appeal is filed within the specified time limits, the
dismissal will become final when the time limits have expired.
Sincerely,
JEFFREY SLOAN
General Counsel
By Jeffrey Sloan
Attachments :
(1) Warning letter of May 22, 1987
Outline for Discussion, August 13, 1987
(3 ) Warning Letter of September 1, 1987 to you from
Peter Haberfeld
(4) Your letter to me of September 2, 1987
(5 My letter to you of September 17, 1987
(6) Lisa Standard's letter to you of September 17,
1987.
3306D
Wilcia
Smith
Moore
September 29,
1987
Page
3
extension
must be
filed at least
three
calendar
days
before the
expiration
of
the
time
required for
filing
the
document.
The
request
must
indicate
good
cause
for
and,
if
known,
the
position
of
each
other party
regarding the
extension,
and
shall
be
accompanied
by
proof of
service
of the request
upon
each
party
(section
32132).
Final
Date
If
no
appeal
is
filed
within the
specified
time
limits,
the
dismissal
will
become
final
when
the
time
limits
have
expired.
Sincerely,
JEFFREY
SLOAN
General
Counsel
By
-
Jeffrey
Sloan'
General Counsel
nsel
General Cou
..
Attachments:
(1)
Warning
letter
of
May
22,
1987
(2)
Outline for Discussion,
August
13,
1987
(3) Warning
Letter of
September
1,
1987
to
you from
Peter Haberfeld
{4) Your
letter
to
me
of
September 2,
1987
(5)
My
letter
to
you
of September 17,
1987
(6)
3306D
Lisa Standard's
letter
to
you
of September
17,1987.
STATE OF CALIFORNIA GEORGE DEUKMEJIAN, Governor
PUBLIC EMPLOYMENT RELATIONS BOARD
San Francisco Regional Office
177 Post Street, Suite 900
San Francisco, California 94108
(415) 557-1350
May 22, 1987
Ms. Wilcia Smith Moore
Re: Wilcia Smith Moore v. Berkeley Federation of Teachers,
AFL-CIO, No. 1078 (SF-CO-310 )
Dear Ms. Moore:
On February 2, 1987, you filed an unfair practice charge
against the Berkeley Federation of Teachers, AFL-CIO No. 1078
( Union) , apparently intending to allege a violation of EERA
section 3543.6 (b) and section 3544.9. More specifically, the
charge describes your efforts, dating between 1983 and
November 1986, to obtain assistance from the Union in securing
a contract pursuant to Education Code section 44887. You have
alleged that: the union refused to assert your rights under the
Education Code and that the refusal was racially motivated; the
union took a similar case on behalf of Nancy Edwards to the
Court of Appeals but it was a weaker case than yours, and, as a
consequence, the Court found Edwards ineligible for the
Education Code section 44887 contract; the union misrepresented
the nature of the lawsuit when it referred to it as a
class-action suit; you were led to believe by this
misrepresentation that whatever benefits would be secured by
appeal before the union would consider asserting your rights.
The remainder of your charge describes district conduct which
allegedly took place subsequent to your request for a contract
pursuant to Education Code 44887. First, on October 31, 1986,
the District scheduled an evaluation of your job performance
despite its having undertaken an evaluation within the two
preceding years. Second, on October 29, 1986, the Writing
Proficiency class you were to teach was cancelled on the ground
ground that there were too few students enrolled. Fourth, you
have been denied timely pay for services until December 5,
1986. Fifth, the employer attempted to cause you to
"fraudulently accept payment from federal funds."
the filing of the Court Case No. 579654-4 in 1983, you have
been "subject to constant threats, harassment, and
Attachment 1
STATE OF CALIFORNIA GEORGE DEUKMEJIAN. Governor
PUBLIC EMPLOYMENT RELA i"IONS BOARD
San Francisco Regional Office
177 Post Street. Suite 900
San Francisco, California 94108
(415) 557-1350 19B7MAY26 C!Hli:33
PUBLIC EMPLOYHE'
RELATIONS BOARD
HEADQUARTERS OFFICE
1987 MAY 26 AMII: 33
May 22, 1987
Ms. Wilcia Smith Moore
Re: Wilcia Smith Moore v. Berkeley Federation of Teachers,
AFL-CIO, No. 1078 {SF-C0-310)
Dear Ms. Moore:
On February 2, 1987, you filed an unfair practice charge
against the Berkeley Federation of Teachers, AFL-CIO No. 1078
(Union), apparently intending to allege a violation of EERA
section 3543.6(b) and section 3544.9. More specifically, the
charge describes your efforts, dating between 1983 and
November 1986, to obtain assistance from the Union in securing
a contract pursuant to Education Code section 44887. You have
alleged that: the union refused to assert your rights under the
Education Code and that the refusal was racially motivated: the
union took a similar case on behalf of Nancy Edwards to the
Court of Appeals but it was a weaker case than yours, and, as a
consequence, the Court found Edwards ineligible for the
Education Code section 44887 contract; the union misrepresented
the nature of the lawsuit when it referred to it as a
class-action suit; you were led to believe by this
misrepresentation that whatever benefits would be secured by
Ms. Edwards would apply as well to you, a member of the class; Edwards would apply as well to you, a member of the class;
and you were advised unfairly to await the outcome of the you were advised unfairly to await the outcome of the
appeal before the union would consider asserting your rights.
Ms.
and
The remainder of your charge describes district conduct which
allegedly took place subsequent to your request for a contract
pursuant to Education Code 44887. First, on October 31, 1986,
the District scheduled an evaluation of your job performance
despite its having undertaken an evaluation within the two
preceding years. Second, on October 29, 1986, the Writing
Proficiency class you were to teach was cancelled on the ground
that there was insufficient enrollment. Third, you continued there was insufficient enrollment. Third, you continued
to be threatened with additional class cancellations on the be threatened with additional class cancellations on the
ground that there were too few students enrolled. Fourth, you
have been denied timely pay for services until December 5,
1986. Fifth, the employer attempted to cause you to
"fraudulently accept payment from federal funds." Six, since Six, since
the filing of the Court Case No. 579654-4 in 1983, you have
been "subject to constant threats, harassment, and
that
to
Attachment 1
Ms. Wilcia Smith Moore
May 22, 1987
Page 2
intimidation" and there have been attempts to get you to quit
your job. Seventh, subsequent to turning in a time sheet on
September 19, 1985, which demonstrated that you were eligible
for a contract under Ed. Code section 44887, the District took
away your fourth hour of teaching.
You have alleged that the conduct described above was motivated
by the District's racial bias against you. You are black, and
Nancy Edwards as well as Gary Green, two s
adult school teachers, are white. Green was given a contract
and Edwards left for a better job.
To state a prima facie violation, charging party must allege
and ultimately establish that the alleged unfair practice
either occurred or was discovered within the six-month period
immediately preceding the filing of the charge with PERB. EERA
PERB Decision No. 194.
Charging Party has alleged that the union breached the duty of
fair representation owed to her. While the charge fails to
allege that the union is the exclusive representative, such
fact is evident from the investigator in this case. The union
therefore owes a duty of fair representation to all unit
members.
The fair representation duty imposed on the exclusive
representative by EERA section 3544.9 extends to contract
administration (Castro Valley Teachers Association [McElwain] )
(1980 ) PERB Decision No. 149; SEIU Local 99 (Pottorff) (1982)
PERB Decision No. 203 ) and grievance handling (Fremont Teachers
Association King) (1980 ) PERB Decision No. 125; United Teachers
of Los Angeles (Collins) (1982 ) PERB Decision No. 258.
has ruled that a prima facie statement of such a violation
requires allegations that: (1) the acts complained of were
representative of all unit employees; and (2) the
representational conduct was arbitrary, discriminatory or in
bad faith.
1 explicitly has followed decisions of the federal
courts and the National Labor Relations Board interpreting the
National Labor Relations A
(Fire Fighters Union v. City of Vallejo (1974) 12 Cal. 3rd. 608
Decision No. 106).
Ms.
Wilcia
Smith
Moore
May
22,
1987
Page
2
intimidation"
and
there
have been
attempts
to get
you
to quit
your
job.
Seventh, subsequent
to
turning
in
a
time
sheet
on
September
19, 1985,
which
demonstrated
that
you
were
eligible
for
a
contract
under
Ed.
Code
section
44887,
the
District
took
away
your
fourth
hour
of
teaching.
You
have
alleged
that
the
conduct
described
above
was
motivated
by
the
District's
racial
bias against
you.
You
are black,
and
Nancy Edwards
as well as
Gary
Green, imilarly situated
two
similarly situatedadult
school
teachers, are
white.
Green
was
given
a
contract
and
Edwards
left
for
a
better
job.
To
state
a
prima
facie violation,
charging
party
must
allege
and
ultimately
establish that
the
alleged unfair
practice
either
occurred or
was
discovered
within
the
six-month
period
immediately
preceding the
filing
of the
charge with
PERB.
EERA
section 3541.5; San Diegueto Union High School District (1982)
3541.5;
San
Dieguito
Union
High School
District
(1982)
PERB
Decision
No.
194.
section
Charging
Party
has alleged
that
the
union breached
the duty
of
fair
representation
owed
to her.
While
the
charge
fails
toallege that
the
union
is
the exclusive representative,
such
fact
is
evident
from
the
investigator in this
case.
The
union
therefore
owes
a
duty of
fair
representation to
all
unit
members.
The
fair
representation
duty
imposed on
the exclusive
representative
by
EERA
section
3544.9
extends
to contract
administration
(Castro Valle Teachers Association
[McElwainJ)
(1980)
PERB
Decision
No.
149;
SEIU
Local
99
Pottorff
1982
PERB
Decision
No.
203) and
grievance handling
(Fremont
Teachers
Association
Kin{)
(1980)
PERB
Decision
No. 125;
United Teachers
of
LOS
Angeles
Collins)
(1982)
PERB
Decision
No.
258. PERB PERB
has ruled
that
a
prima
facie statement of
such
a
violationrequires allegations that:
(1)
the
acts
complained
of
were
undertaken by the organization in its capacity as the exclusive
by
the organization in
its
capacity
as the exclusive
representative of
all
unit
employees; and
(2) the
representational
conduct
was
arbitrary,
discriminatory or in
bad
faith
..
1
undertaken
lpERB
(116
PERB
explicitly
has followed decisions of the federal
courts
and
the National Labor
Relations
Board
interpreting the
National Labor Relations ct's duty of fair representation.
Act's duty of fair representation.
(Fire Fighters
Union v. City of Vallejo (1974) 12
Cal.3rd.
608
[116 Cal. Rptr. 507); and SEIU, Local 99 (Kimmett) (1979 ) PERB
Cal.Rptr. 507]; and SEIU, Local 99 (Kimmett) (1979) PERB
Decision No. 106).
Ms. Wilcia Smith Moore
May 22, 1987
Page 3
This charges focuses on the union's conduct in processing or
failing to process a grievance. PERB has enunciated the
standard to apply to the Union's conduct in this context. In
United Teachers of Los Angeles (Collins) (1982) PERB Decision
No. 258, the Board stated:
Absent bad faith, discrimination, or
arbitrary conduct, mere negligence or poor
judgment in handling a grievance does not
constitute a breach of the Union's duty.
(slip op. at p.5. )
The union's obligation to represent fairly the interest of all
bargaining unit members does not extend beyond negotiation,
administration and enforcement of collective bargaining
agreements. San Francisco Classroom Teachers Association,
CTA/NEA (Chestangue) (1985 ) PERB Decision No. 554; California
State Employees' Association (Lemmons and Lund) (1985)
PERB Decision No. 545-S (union is not obliged by EERA section
3544.9 to pursue extra-contractual remedies for unit member.)
It may be that an employee organization will provide
representation concerning an Education Code matter as a benefit
of membership; however, it is not obliged under EERA to
represent unit members concerning infringements of
non-contractual rights and therefore may lawfully refuse to
Francisco Classroom Teachers Association, CTA/NEA (Chestangue),
supra .
PERB has held that a prima facie statement of unlawful
discrimination and/or retaliation requires allegations that:
employee; (2) the employee engaged in activity protected by
EERA; and (3) the employer would not have taken the adverse
engaged in activity protected by EERA code section 3543.
Novato Unified School District (1982) PERB Decision No. 210.
The allegations of the charge fail to set forth a prima facie
violation of EERA section 3543.6 (b) and/or section 3544.9.
First, all conduct occurring before August 2, 1986, is
time-barred by EERA code section 3541.5. The charge, as
the conduct complained of occurred. PERB Rule 32615 (a ) (5)
requires that a charging party, in order to state a prima facie
violation, set forth "a clear and concise statement of the
Ms.
Wilcia
Smith
Moore
May
22,
1987
Page
3
This charges focuses
on
the
union's
conduct
in processing or
failing to
process
a
grievance.
PERB
has enunciated
thestandard
to
apply
to
the
Union's
conduct
in
this
context.
InUnited Teachers
of
Los
Angeles
(Collins}
(1982)
PERB
Decision
No.
258,
the
Board
stated:
Absent
bad
faith,
discrimination,
or
arbitrary
conduct,
mere
negligence or
poor
judgment
in
handling
a
grievance
does
not
constitute
a
breach of the
Union's duty.
(Slip
op.
at
p.5.)
The
union's
obligation to
represent
fairly
the
interest
of
all
bargaining unit
members
does not extend
beyond
negotiation,administration
and
enforcement
of
collective
bargainingagreements.
San
Francisco
Classroom Teachers
Association,
CTA/NEA
(Chestangue)
(1985)
PERB
uecision
No.
554; California
State
Em
lo ees'
Association
(Lemmons
and
Lund)
(1985)
PERB
Decision
No.
545-S union
is
not obliged
by
EERA
section
3544.9
to
pursue
extra=contractual
remedies for unit
member.)
It
may
be
that
an employee
organization
will
provide
representation
concerning
an Education
Code
matter
as
a
benefit
of
membership;
however,
it
is
not obliged
under
EERA
to
represent unit
members
concerning infringements of
non-contractual
rights
and
therefore
may
lawfully refuse
to
assert an employee's rights under the Education Code or to
an employee's
rights
under
the
Education
Code
or
to
pursue pursue the Education Code matter in a particular manner.
the Education
Code
matter
in
a
particular
manner. San
San
Francisco
Classroom
Teachers Association,
CTA/NEA
(Chestangue),
supra.
assert
PERB
has held
that
a
prima
facie statement of unlawful
discrimination and/or
retaliation
requires allegations
that:
(1)
(1)the employer took adverse action against a certain
the
employer
took adverse
action against
a
certain
employee: (2)
the
employee engaged
in activity
protected
by
EERAt
and (3) the employer
would
not
have taken the adverse
action against the particular employee "but for" his/her having
against the
particular
employee
"but for"
his/her
havingengaged
in activity protected
by
EERA
code
section
3543.Novato Unified School
District
(1982)
PERB
Decision
No.
210.
action
The
allegations of the charge
fail to set forth
a
prima
facie
violation of
EERA
section 3543.6(b) and/or section 3544.9.
First, all
conduct occurring before
August 2, 1986,
is
time-barred
by
EERA
code section 3541.5.
The
charge, as
presently written, does not allege the date on which certain of
written, does not allege the date
on which
certain
of
the conduct complained of occurred.
PERB
Rule 32615(a)(5)
requires that
a
charging party, in order to state
a
prima facie
violation, set forth "a clear and concise statement of the
presently
Ms. Wilcia Smith Moore
May 22, 1987
Page 4
facts and conduct alleged to constitute an unfair practice."
It is presumed, where conduct's date of occurrence is not
period immediately preceding the filing of the charge. Second,
the union is not required by EERA to represent Charging Party
in her effort to secure a particular contract under California
Education Code section 44887.
violation of EERA even if the refusal were motivated by racial
bias. That kind of discrimination would have to be remedied in
undertake an obligation owed towards Charging Party; Charging
Party exercised rights protected by EERA Code section 3543, and
conduct and the charging party's exercise of rights.
For the reasons stated above, the charge as presently written
does not state a prima facie case. If you feel there are any
factual inaccuracies in this letter or any additional facts
which would correct the deficiencies explained above, please
amend the charge accordingly. The amended charge should be
prepared on a standard PERB Unfair Practice Charge form clearly
labeled First Amended Charge, contain all the facts and
allegations you wish to make, and be signed under penalty of
perjury by the charging party. The amended charge must be
served on the respondent, and the original proof of service
must be filed with PERB. If I do not receive an amended charge
or withdrawal from before May 29, 1987, I shall dismiss your
charge. If you have any questions on how to proceed, please
call me at (415 ) 557-1350.
Sincerely,
PETER A. HABERFELD
Regional Attorney
PAH : cpm
Ms.
Wilcia
Smith
Moore
May
22.
1987
Page
4
facts
and
conduct
alleged
to constitute
an
unfair
practice."
It
is
presumed, where
conduct's
date
of
occurrence
is
not
alleged, that the conduct occurred prior to the six-month
that
the
conduct occurred
prior
to
the six-month
period
immediately
preceding the
filing
of the charge.
Second,
the
union
is
not
required
by
EERA
to
represent
Charging
Party
in
her
effort to
secure
a
particular
contract
under
California
Education
Code
section
44887. Its refusal to do so is not a
Its
refusal to
do
so
is
not
a
violation
of
EERA
even
if
the
refusal
were
motivated
by
racial
bias.
That
kind
of
discrimination
would
have
to
be remedied
inanother another forum. Third, Charging Party has failed to allege a
forum.
Third,
Charging
Party
has
failed
to allege
a
charge of discrimination or retaliation. There are no
of
discrimination or
retaliation.
There
are
no
allegations which suggest that: Charged Party failed to
which
suggest
that:
Charged
Party
failed to
undertake
an
obligation
owed
towards Charging
Party;
Charging
Party
exercised
rights
protected
by
EERA
Code
section
3543, and
there was a nexus or connection between the charged party's
was
a
nexus
or
connection
between
the
charged
party's
conduct
and
the
charging
party's
exercise of
rights.
alleged,
charge
allegations
there
For
the reasons
stated
above,
the
charge
as
presently
written
does not
state
a
prima
facie case.
If
you
feel there
are
any
factual
inaccuracies
in
this
letter
or
any
additional
facts
which
would
correct the deficiencies
explained above,
please
amend
the charge
accordingly.
The amended
charge
should be
prepared
on
a
standard
PERB
Unfair
Practice
Charge form
clearly
labeled
First
Amended
Charge,
contain
all
the
facts
and
allegations
you
wish
to
make,
and
be signed
under
penalty
of
perjury
by
the charging
party.
The amended
charge
must
be
served
on
the respondent,
and
the
original
proof
of service
must be
filed
with
PERB.
If
I
do
not receive
an
amended
charge
or
withdrawal
from
before
May
29, 1987,
I
shall
dismiss your
charge.
If
you
have any
questions
on
how
to proceed,
please
call
me
at
(415)
557-1350.
Sincerely,
PETER A. HABERFELD
Regional Attorney
PAH:cpm
August 13, 1987
OUTLINE_EQR_DISCUSSION
Dear Ms. Moore:
I have prepared this outline (1) to facilitate the discussion
at our meeting on August 13, and (2) to clarify my tentative
analysis and conclusions about your case.
contains four parts:
1 . What does your unfair practice charge allege?
2. What new information did you provide in telephone
conversations with PERB staff which is not yet
included in the unfair practice charge?
3. What facts does the applicable law require to be
alleged in order for a complaint to be issued?
4. What are the apparent gaps in the unfair practice
charge as it is presently written?
On February 2, 1987, you filed an unfair practice charge
against the Berkeley Federation of Teachers, AFL-CIO No. 1078
(Union) . Although you did not allege a particular section of
the Government Code to have been violated, I have considered
your charge to constitute a claim that the Union failed to meet
its duty of fair representation and thereby violated EERA
sections 3544.9 and 3543.6(b).
Conceptually, your charge has two parts. First, you describe
your efforts, dating between 1983 and November 1986, to obtain
assistance from the Union in securing a contract from the
District pursuant to Education Code section 44887.
alleged that the Union refused to assert your rights under the
Education Code and that this refusal was racially motivated.
You argue that the racial discrimination is evident from the
Union's having taken a similar case on behalf of Nancy Edwards
all the way to the Court of Appeals even though it was weaker
than yours. Also on this point, you allege that Ms. Edwards
eventually secured section 44887 contracts. You suggested the
reason for this unequal treatment owes to you being black.
Attachment 2
August
13,
1987
Dear
Ms.
Moore:
I
have
prepared
this
outline
(1)
to
facilitate
the discussion
at
our
meeting
on
August
13,
and (2)
to
clarify
my
tentativeanalysis
and
conclusions
about
your
case. This outline
This
outline
contains
four
parts:
1.
What
does
your
unfair practice
charge
allege?
2.
What
new
information
did
you
provide
in
telephone
conversations
with
PERS
staff
which
is
not yetincluded in
the
unfair practice
charge?
3.
What
facts
does
the applicable
law
require to
be
alleged
in
order for
a
complaint
to
be
issued?
4.
What
are
the apparent
gaps in
the unfair
practice
charge as
it
is
presently written?
WHAT DOES_YOUR_UNEAIR_PRACTICE_CHARGE_ALLEGE?
On
February 2,
1987,
you
filed
an
unfair practice
charge
against the
Berkeley
Federation of
Teachers,
AFL-CIO
No.
1078
(Union). Although
you
did not
allege
a
particular section ofthe
Government
Code
to
have been
violated,
I
have
considered
your
charge
to
constitute
a
claim
that the
Union
failed ta
meet
its
duty
of
fair
representation
and
thereby
violated
EERA
sections
3544.9
and
3543.6(b).
Conceptually,
your
charge has
two
parts. First,
you
describe
your
efforts,
dating
between
1983 and
November
1986,
to obtain
assistance
from
the
Union
in securing
a
contract
from
the
District
pursuant to Education
Code
section
44887. You have You
have
alleged
that
the
Union
refused to
assert
your
rights
under theEducation
Code
and
that this refusal
was
racially
motivated.
You
argue
that
the
racial discrimination
is
evident
from
theUnion's having taken
a
similar case
on
behalf of
Nancy Edwards
all
the
way
to the
Court
of
Appeals even though
it
was
weaker
than yours. Also
on
this point,
you
allege that
Ms.
Edwards
and Mr. Green, both white, were assisted by the Union and
Mr.
Green, both white,
were
assisted
by
the
Union and
eventually secured section
44887
contracts.
You
suggested thereason for this
unequal treatment
owes
to
you
being black.
and
Attachment 2
Wilcia Moore
August 13, 1987
Page 2
Further, you allege that the Court of Appeals found Ms. Edwards
ineligible for the contract under Education Code section 44887
and that the Union thereafter refused to make efforts on your
behalf to secure such a contract. You were led to believe that
if Ms. Edwards' suit was successful, you would have benefited
from the decision. As it turned out, according to your
would not have applied to you because the lawsuit was not filed
as a class action.
that you be granted a contract pursuant to Education Code
forth by your unfair practice charge.
You were differentially scheduled for K: every 2 yrs
evaluation. 4/10156- last eval
You were differentially treated
concerning class size.
You were differentially treated
concerning attendant workload.
You were threatened with class
cancellation .
Your writing proficiency class was
cancelled.
You were denied timely payment of
your salary until December 5, 1986.
You were threatened that you would
lose your fourth period class unless
you agreed to attempt funds from a
federal program in which you did not
participate.
Since the filing of the lawsuit in
1983, you were "subject to constant
threats, harassment and intimidation
to make ( you) quit."
Wilcia
Moore
August
13,
1987
Page
2
Further,
you
allege
that
the
Court
of
Appeals
found
Ms.
Edwards
ineligible
for the contract
under
Education
Code
section
44887and
that
the
Union
thereafter
refused
to
make
efforts
on
your
behalf to secure
such
a
contract.
You
were
led
to believe
that
if
Ms.
Edwards'
suit
was
successful,
you would
have
benefited
from
the
decision.
As
it
turned
out,
according
to
your
allegations, even if Ms. Edwards had prevailed, the result
even
if
Ms.
Edwards had
prevailed, the
result
would
not
have
applied to
you
because
the lawsuit
was
not
filed
as
a
class
action.
allegations,
The
subsequent
section
described
The second part of your charge describes certain District
second
part of
your
charge
describes
certain
District
conduct conduct which allegedly took place subsequent to your request
which
allegedly
took
place
to
your
request
that
you
be
granted
a
contract
pursuant
to
Education
Code
section 44887. In my letter to you of July 28, 1987, I
44887.
In
my
letter
to
you
of
July
28,
1987,
I
described i1 types of District conduct which are arguably set
11
types
of
District
conduct
which
are
arguably
set
forth
by
your
unfair practice
charge. They are as follows:
They
are as follows:
You
were
differentially
scheduled
forevaluation.
You
were
differentially treated
concerning
class size.
You
were
differentially treated
concerning
attendant
workload.
You
were
threatened with
classcancellation.
Your
writing proficiency
class
was
cancelled.
You
were
denied timely
payment
of
your
salary until
December
5, 1986.
7. You
were
threatened
that
you would
lose
your
fourth period
class
unless
you agr·eed
to attempt funds
from
a
federal
program in which you
did not
participate.
Since the
filing of the lawsuit in1983,
you were
"subject to constant
threats,
harassment and
intimidation
to
make (you)
quit.
0
Wilcia Moore
August 13, 1987
Page 3
See # 6
You were denied compensation when the
District placed you unlawfully on the
ISC payroll to the extent that the
District did not make contributions
to the employee retirement fund on
your behalf concerning the
ISC-compensated hours.
You were paid late eight times.
11. Your pay was split up, your payday
was changed, and part of the money
was paid on the 15th of the month and
the remaining portion at the end of
the month.
WHAT NEW INFORMATION DID YOU PROVIDE IN
TELEPHONE CONVERSATIONS WITH PERB STAFF WHICH
IS_NOI_YEI_INCLUDED_IN_THE_UNEAIR_PRACTICE_CHARGE?
During our telephone conversation of July 27, 1987, you
provided information which is not alleged in the unfair
practice charge. Specifically, you stated that: you
complained to union representatives Wanda Pruitt, Shirley Van
Bourg, (Jackis Ruby, Dorothy Lumberger, Don Hubbard, and Bonnie
Robinson concerning the i1 types of District misconduct set
forth above and on dates set forth in the charge, you requested
those individuals, in their capacities as representatives of
the Union, to represent your interests vis-a-vis the District.
WHAT FACTS DOES THE APPLICABLE LAW REQUIRE TO
BE_ALLEGED_IN_ORDER_EQE_A_COMPLAINI_IQ_BE__ISSUED?
The fair representation duty imposed on the exclusive
representative by EERA section 3544.9 extends to grievance
handling (Fremont_Teachers_Association_(Kina) (1980 ) PERB
Decision No. 125; United_Teachers_of_Los Angeles_(Collins)
(1982) PERB Decision No. 258). PERB has ruled that a prime
facie statement of such a violation requires charging party to
allege facts which suggest that (1) the acts complained of
were undertaken by the organization in its capacity as the
exclusive representative of all unit employees; and (2) the
representational conduct was arbitrary, discriminatory or in
bad faith.
Wilcia Moore
August 13, 1987
Page 4
PERB has applied these principles to mean that facts must be
presented which answer the following questions:
(1) What adverse District conduct was directed against
you?
(2) On what date did the District's adverse conduct
occur?
(3 ) On what date did you complain of such conduct to the
Union?
(4 ) To which union representative did you complain?
(5) What, if anything, did you request the union
representative to do on your behalf?
(6 ) Was the adverse District conduct grievable under the
collective bargaining agreement in effect between
the District and the Union? If so, under which
provision?
(7 ) What did the Union do or fail to do that you allege
to be arbitrary, discriminatory or in bad faith?
See Rocklin.Teachers_Professional_Association_(Bomero) (1980)
PERB Decision No. 124; Reed_District_Teachers_Associations
CIALNEA_(Reyes) (1983 ) PERB Decision No. 332; Los_Angeles_City
and_County_School_Employees_Union_(Local_29._Service_Employees
International_Union._eEL=CIQ___Scates_and_Pitts) (1983 ) PERB
Decision No. 341; California_School_Employees_Association
(Dyer) (1983) PERB Decision No. 342.
WHAT ARE THE APPARENT GAPS IN THE UNFAIR
PRACTICE_CHARGE_AS_II_IS_PRESENILY_WRIIIEN?
The allegations of the charge, as it is presently written, fail
to set forth a prima facie violation of EERA section 3543.6(b)
and section 3544.9. First, as stated in the warning letter of
May 22, 1987,
" The union is not required by EERA to
represent Charging Party in her effort to
secure a particular contract under
California Education Code section 44887.
Wilcia Moore
August 13, 1987
Page 5
Its refusal to do so is not a violation of
EERA even if the refusal were motivated by
racial bias. That kind of discrimination
would have to be remedied in another
form. " San_Ecancisco_Classroom_Teachers
Association._CIALNEA_(Chestangue) (1985)
PERB Decision No. 554; California_State
Employees_Association_(Lemmons_and_Lund)
(1985) PERB Decision No. 545-S (union is
not obliged by EERA section 3544.9 to
pursue extra-contractual remedies for unit
member; the union's obligation to
represent fairly the interest of all
bargaining unit employees does not extend
beyond negotiation, administration and
enforcement of the collective bargaining
agreement . )
Second, the unfair practice charge, as presently written,
merely lists the i1 alleged District adverse acts. To the
extent that the charge refers to conversations between you and
union representatives, it refers to discussions concerning your
request that the Union assist you in obtaining a contract from
the District pursuant to Education Code section 44887. The
charge does not in anyway suggest that you requested union
representatives on particular dates to assist you or represent
your interests concerning the other of the District's alleged
11 separate adverse acts.
More specifically, although the charge describes 11 types of
District adverse actions against you, there are no allegations
of fact in the charge which answer the following questions:
(1 ) On what date or dates did the District's adverse
conduct towards you occur?
(2 ) On what date or dates did you complain to the Union
concerning each of the District's alleged 11 separate
adverse acts?
(3) To which union representative did you complain of
each of the District's alleged 11 separate incidents
of adverse conduct?
(4 ) What, if anything, did you request the particular
union representative to do on your behalf with regard
to the District's alleged 11 separate adverse acts?
Wilcia Moore
August 13, 1987
Page 6
(5) Under which provision of the collective bargaining
agreement in effect between the District and the
Union were each of the District's alleged 11 separate
adverse acts grievable?
( 6 ) What, if anything, did the Union do or not do in
response to your request for assistance and that is
arbitrary, discriminatory or in bad faith?
SUMMARY_OF_TENTATIVE_CONCLUSIONS
1 . The allegation that you were denied fair representation
regarding your desire to secure a contract under Education
Code section 44887 does not appear to present a prima facie
case of unfair practice. This is because the right to
secure such a contract is grounded in the Education Code,
not the collective bargaining agreement. Hence, the
exclusive representative does not have the legal obligation
to represent you in such an action, and its failure to do
so did not violate the duty of fair representation.
2. The charge lists different types of district misconduct
which might arguably have violated the collective
bargaining agreement, and the union might have been legally
obligated to represent you in such matters. The charge,
however, does not disclose all of the facts necessary to
state a violation. It does not contain necessary
specifics, such as whether you complained to the union
about this conduct, when you might have lodged such a
complaint and asked for representation, who you complained
to, or what the union's response was. To allow PERB to
consider your allegations on these points, you must amend
the charge.
3. During our telephone conversations, you said that you had
complained to named union officials about the District's
conduct (referred to in the preceding paragraph) , that you
asked for representation, and that the union refused to do
anything. You stated that the dates on which these things
happened, and all other necessary information, are
contained in the charge. My review of the charge indicates
the charge does mention certain dates on which you
communicated with union officials; however, the allegations
contained in the charge indicate that your communication
with the union officials concerned your effort to secure a
contract from the District under Education Code 44887. In
other words, the charge currently does not contain
allegations suggesting that you complained about any of the
eleven types of misconduct listed above.
Wilcia Moore
August 13, 1987
Page 7
In our telephone conversation, you said that you were not
inclined to amend the charge because it contained all necessary
allegations. However, my tentative assessment is that the
necessary allegations are not contained in the charge. Hence,
to allow PERB to consider your allegations on these points, you
must amend the charge. The timelines for your completion of an
amendment (or for submission of any other factual material)
will be arranged in our meeting today and will be confirmed by
letter.
Sincerely yours,
Peter Haberfeld
Regional Attorney
Enclosures
2831D
PLATE UP LALIT VANIA GEUHUE VEURMEJIAN, VUTHIN
PUBLIC EMPLOYMENT REL . IONS BOARD
San Francisco Regional Office
177 Post Street. Suite 900
San Francisco, California 94108
(415) 557-1350
September 1, 1987
WILCIA SMITH MOORE
N
RE : Wilcia Smith Moore v. Berkeley Federation of Teachers,
AFL-CIO No. 1078, Charge No. SF-CO-310
Dear Ms. Moore:
On August 13, 1987, you, PERB General Counsel Jeffrey Sloan,
and I had a meeting regarding your case. As promised at the
close of our meeting, this letter: (1) summarizes the
allegations of the unfair practice charge filed by you in
February 1987; (2) explains which facts must be alleged,
according to applicable law, in order for a complaint to be
issued; (3) identifies the apparent gaps in the current charge;
(4 ) summarizes my conclusions regarding the current charge; (5)
identifies the information you provided on August 13, 1987,
which is not yet alleged in the charge, and which might state a
prima facie violation of EERA if it were so alleged; and (6)
concludes with a statement of the procedure you need to follow
in amending the charge.
Please note that this letter refines and incorporates the
points contained in the Discussion Outline that I prepared in
advance of our meeting. Section V (identifying the information
not yet alleged in the charge) and Section VI (Conclusion ) are
the most significant parts of this letter.
I . WHAT DOES YOUR UNFAIR PRACTICE CHARGE ALLEGE?
On February 2, 1987, you filed an unfair practice charge
against the Berkeley Federation of Teachers, AFL-CIO No: 1078
(Union) . Although you did not allege a particular section of
the Government Code to have been violated, I have considered
your charge to constitute a claim that the Union failed to meet
its duty of fair representation and thereby violated EERA
sections 3544.9 and 3543.6(b).
Attachment 3
WILCIA SMITH MOORE
September 1, 1987
Page 2
Conceptually, your charge has two parts. First, you describe
your efforts, dating between 1983 and November 1986, to obtain
assistance from the Union in securing a contract from the
District pursuant to Education Code section 44887. You have
alleged that the Union refused to assert your rights under the
Education Code and that this refusal was racially motivated.
You argue that the racial discrimination is evident from the
Union's having taken a similar case on behalf of Nancy Edwards
all the way to the Court of Appeals even though it was weaker
than yours. Also on this point, you allege that Ms. Edwards
and Mr. Green, both white, were assisted by the Union and
eventually secured section 44887 contracts. You suggested the
reason for this unequal treatment owes to you being black.
Further, you allege that the Court of Appeals found Ms. Edwards
ineligible for the contract under Education Code section 44887
and that the Union thereafter refused to make efforts on your
behalf to secure such a contract. You were led to believe that
if Ms. Edwards' suit was successful, you would have benefited
from the decision. As it turned out, according to your
allegations, even if Ms. Edwards had prevailed, the result
would not have applied to you because the lawsuit was not filed
as a class action.
The second part of your charge describes certain District
conduct which allegedly took place subsequent to your request
that you be granted a contract pursuant to Education Code
section 44887. In my letter to you of July 28, 1987, I
described 11 types of District conduct which are arguably set
forth by your unfair practice charge. Information provided by
you during our meeting of August 13, 1987, it became clear that
there was duplication in my list. Your charge describes 7,
rather than 11, types of adverse conduct by the District. They
are as follows:
WILCIA SMITH MOORE
September 1, 1987
Page 3
1 . You were differentially scheduled for
evaluation.
2. You were differentially treated
concerning class size and workload.
3. You were threatened with class
cancellation.
4 . Your writing proficiency class was
cancelled.
5 . You were denied timely payment of your
salary between September, 1985 and
December 5, 1986.
6. Since the filing of the lawsuit in
1983, you were "subject to constant
threats, harassment and intimidation to
make (you) quit."
7 . You were denied compensation when the
District placed you unlawfully on the
ISC payroll to the extent that the
District did not make contributions to
the employee retirement fund on your
behalf concerning the ISC-compensated
hours .
II. WHAT FACTS DOES THE APPLICABLE LAW REQUIRE TO
BE ALLEGED IN ORDER FOR A COMPLAINT TO BE ISSUED?
The fair representation duty imposed on the exclusive
representative by EERA section 3544.9 extends to grievance
handling (Fremont Teachers Association (King ) (1980 ) PERB
Decision No. 125; United Teachers of Los Angeles (Collins)
(1982) PERB Decision No. 258). PERB has ruled that a prima
facie statement of such a violation requires charging party to
allege facts which suggest that (1) the acts complained of
were undertaken by the organization in its capacity as the
exclusive representative of all unit employees; and (2) the
representational conduct was arbitrary, discriminatory or in
bad faith.
WILCIA SMITH MOORE
September 1, 1987
Page 4
PERB has applied these principles to mean that facts must be
presented which answer the following questions:
(1) What adverse District conduct was directed
against you?
(2) On what date did the District's adverse
conduct occur?
(3) On what date did you complain of such
conduct to the Union?
(4) To which union representative did you
complain?
(5) What, if anything, did you request the
union representative to do on your behalf?
(6 ) Was the adverse District conduct grievable
under the collective bargaining agreement
in effect between the District and the
Union? If so, under which provision?
(7 ) What did the Union do or fail to do that
you allege to be arbitrary, discriminatory
or in bad faith?
See Rocklin Teachers Professional Association (Romero) (1980)
PERB Decision No. 124; Reed District Teachers Association,
CTA/NEA ( Reyes ) (1983 ) PERB Decision No. 332; Los Angeles City
and County School Employees Union (Local 99, Service Employees
International Union, AFL-CIO) (Scates and Pitts) (1983 ) PERB
Decision No. 341; California School Employees Association
(Dyer ) (1983) PERB Decision No. 342.
WILCIA SMITH MOORE
September 1, 1987
Page 5
III. WHAT ARE THE APPARENT GAPS IN THE UNFAIR
PRACTICE CHARGE AS IT IS PRESENTLY WRITTEN?
The allegations of the charge, as it is presently written, fail
to set forth a prima facie violation of EERA section 3543.6(b)
and section 3544.9. First, as stated in the warning letter of
May 22, 1987,
"The union is not required by EERA to
represent Charging Party in her effort to
secure a particular contract under
California Education Code section 44887.
Its refusal to do so is not a violation of
EERA even if the refusal were motivated by
racial bias. That kind of discrimination
would have to be remedied in another
form. " San Francisco Classroom Teachers
Association, CTA/NEA (Chestanque) (1985 )
PERB Decision No. 554; California State
Employees Association (Lemmons and Lund)
(1985 ) PERB Decision No. 545-S (union is
not obliged by EERA section 3544.9 to
pursue extra-contractual remedies for unit
member; the union's obligation to
represent fairly the interest of all
bargaining unit employees does not extend
beyond negotiation, administration and
enforcement of the collective bargaining
agreement . )
Second, the unfair practice charge, as presently written,
merely lists the 7 alleged District adverse acts. To the
extent that the charge refers to conversations between you and
union representatives, it refers to discussions concerning your
request that the Union assist you in obtaining a contract from
the District pursuant to Education Code section 44887. The
charge does not in anyway suggest that you requested union
representatives on particular dates to assist you or represent
your interests concerning the other of the District's alleged 7
separate adverse acts.
WILCIA SMITH MOORE
September 1, 1987
Page 6
More specifically, although the charge describes 7 types of
District adverse actions against you, there are no allegations
of fact in the charge which answer the following questions:
(1 ) On what date or dates did the District's
adverse conduct towards you occur?
(2) On what date or dates did you complain to
the Union concerning each of the
District's alleged ll separate adverse
acts?
(3) To which union representative did you
complain of each of the District's
alleged 11 separate incidents of adverse
conduct?
(4) What, if anything, did you request the
particular union representative to do on
your behalf with regard to the District's
alleged ll separate adverse acts?
(5) Under which provision of the collective
bargaining agreement in effect between
the District and the Union were each of
the District's alleged 11 separate
adverse acts grievable?
(6) What, if anything, did the Union do or
not do in response to your request for
assistance and that is arbitrary,
discriminatory or in bad faith?
IV. SUMMARY OF CONCLUSIONS REGARDING THE CURRENT CHARGE
Before reviewing the additional information you provided, which
is not yet alleged in the charge, I emphasize the status of
your present charge.
WILCIA SMITH MOORE
September 1, 1987
Page 7
1. The allegation that you were denied fair representation
regarding your desire to secure a contract under Education
Code section 44887 does not appear to present a prima
facie case of unfair practice. This is because the right
to secure such a contract is grounded in the Education
Code, not the collective bargaining agreement. Hence, the
exclusive representative does not have the legal
obligation to represent you in such an action, and its
failure to do so did not violate the duty of fair
representation.
2 . The charge lists different types of district misconduct
which might arguably have violated the collective
bargaining agreement, and the union might have been
legally obligated to represent you in such matters. The
charge, however, does not disclose all of the facts
necessary to state a violation. It does not contain
necessary specifics, such as whether you complained to the
union about this conduct, when you might have lodged such
a complaint and asked for representation, who you
complained to, or what the union's response was. To allow
PERB to consider your allegations on these points, you
must amend the charge.
3. During our telephone conversations preceding the August
13, 1987 meeting, you said that you had complained to
named union officials about the District's conduct
(referred to in the preceding paragraph), that you asked
for representation, and that the union refused to do
anything. You stated that the dates on which these things
happened, and all other necessary information, are
contained in the charge. My review of the charge
indicates the charge does mention certain dates on which
you communicated with union officials; however, the
allegations contained in the charge indicate that your
communication with the union officials concerned your
effort to secure a contract from the District under
Education Code 44887. In other words, the charge
currently does not contain allegations suggesting that you
complained about any of the eleven types of misconduct
listed above.
WILCIA SMITH MOORE
September 1, 1987
Page 8
V. THE NEW INFORMATION YOU PROVIDED IN
CONVERSATIONS WITH PERB STAFF WHICH IS NOT YET
INCLUDED IN THE UNFAIR PRACTICE CHARGE
During our telephone conversation of July 27, 1987, you
provided information which is not alleged in the unfair
practice charge. Specifically, you stated that: you
complained to union representatives Wanda Pruitt, Shirley Van
Bourg, Stewart Weinberg, Dorothy Lumberger, Don Hubbard, and
Bonnie Robinson concerning the 7 types of District misconduct
set forth above and on dates set forth in the charge you
requested those individuals, in their capacities as
representatives of the Union, to represent your interests
vis-a-vis the District. At the meeting of August 13, 1987, you
provided more specific information in support of these
allegations.
A. Discrimination
(1) Beginning in approximately 1983, the District failed
and refused to grant you a contract which you believed you were
entitled to pursuant to Education Code section 44887. From the
date you first sought that contract to the date on which you
filed the unfair practice charge, you attempted to enlist the
union's support in securing a contract. However, despite your
efforts, the union refused to represent you.
As explained above, the collective bargaining agreement
does not require the District to grant you a contract under
Education Code section 44887. However, the District would
arguably violate the contract, specifically Article VI (Equal
Employment Opportunity and Non Discrimination), if the
District's denial of a contract under Education Code section
44887 was motivated by racial animus.
WILCIA SMITH MOORE
September 1, 1987
Page 9
(2) On August 13, 1987, you stated that the District's
denial of a contract was not racially motivated and therefore
you did not present that theory to the union at anytime
including November 5, 1986, the date on which you last demanded
union representation in your effort to secure an Education Code
section 44887 contract. You explained that ultimately you
suspected the union's failure to represent you was racially
motivated. And, you added that had the union been an advocate
of your position, the District would have awarded you a
contract and would not have treated you adversely in other
ways.
For the reasons stated above, the information you provided, if
alleged in an amended complaint, would not appear to state a
prima facie violation. The union's failure to file a grievance
alleging violation of Article VI by the District does not
appear to have been a breach of the duty of fair representation
owed to you.
B. Evaluation
(1) On August 13, 1987, you stated that the District
subjected you to a second evaluation within a two-year period.
You were first evaluated on April 14, 1986. On October 29,
1986, the employer began a new evaluation. The District's
conduct arguably violated Article XV (Evaluation Procedure ) in
three respects. First, an evaluation may only be undertaken
once every two years. Second, if an additional evaluation is
to be undertaken during that period, the employer is obligated
to justify such conduct in writing. That was not done.
District representative Insley made 11 unannounced visits to
your classroom. That is also arguably a violation of the
contractual evaluation policy. (If you choose to amend the
charge to include these allegations, please specify the
sections of Article XV which you have in mind. )
Third,
WILCIA SMITH MOORE
September 1, 1987
Page 10
Subsequent to October 29, 1986, you requested union
representative Dorothy Laumberger to accompany you to a
meeting. She refused. In January 1987, you requested that
union representative Wanda Pruitt accompany you in connection
with the evaluation. On January 13, 1987, you were informed by
the District that the union had refused Ms. Pruitt permission
to accompany you. You state that the union thereafter refused
to file a grievance on your behalf concerning the District's
alleged violation of the contractual evaluation policy.
(2) The above information, which you related to me on
August 13, 1987, might arguably state a prima facie violation
of EERA section 3543.6(b) and section 3544.9 if it is alleged
in an amended unfair practice charge. The facts disclosed
might well suggest the presence of the five elements which must
be alleged: the nature of the incident which occurred, the
date of the incident, the date on which you requested the union
to represent you concerning the incident, the contractual
provisions which were arguably violated by the District's
conduct, and the union's refusal to represent you.
C. Class Size
(1) On August 13, 1987, you stated that the District
violated Article XIII (Class Size ) of the contract when it
assigned more students to your class than were permitted under
the teacher-student ratio set forth in the contract. You
described this problem as commencing in approximately 1984 and
continuing to the present. You stated that you complained to
the union of the District's violation of the contract as late
as September 16, 1985. However, you indicated that subsequent
to that date you did not bring the problems of excess class
size and work load to the attention of the union.
WILCIA SMITH MOORE
September 1, 1987
Page 11
(2) The information provided by you on August 13, 1987,
does not appear to state a violation of the EERA. The union's
failure and refusal to file a grievance on your behalf alleging
violation of Article XIII occurred on September 16, 1985, when
you last requested and were denied representation. That
conduct occurred more than six months before the date of which
you filed the unfair practice charge and therefore it is
time-barred. As explained in the warning letter sent to you on
May 22, 1987, to state a prima facie violation, the charging
party must allege and ultimately establish that the alleged
unfair practice either occurred or was discovered within the
six month period immediately proceeding the filing of the
charge with PERB. EERA section 3541.5 (a ); San Diegueto Union
High School District (1982 ) PERB Decision No. 194.
D. Threat to Cancel Fourth Period Class
(1 ) During our conversation of August 13, 1987, you stated
that the union threatened that your fourth period class would
be canceled in the event you refused to accept payment with
"ICS" monies for teaching that class. According to Ms.
Laumberger and Mr. Hubbard, representatives of the union, if
you did not accept the money, the District would stop sending
students and eventually cancel the class.
(2 ) The facts concerning the union's threat do not appear
to state a violation of EERA sections 3543.6 (b) and 3544.9.
The conduct occurred in September, 1985, more than six months
prior to the date on which you filed the instant unfair
practice charge.
WILCIA SMITH MOORE
September 1, 1987
Page 12
E. Cancellation of Writing Proficiency Class
(1) On August 13, 1987, you stated that your writing
proficiency class was canceled by the District on
October 30, 1986. You indicated that such conduct violated
Article 18, specifically section 18.1 of the collective
bargaining agreement because the District is prohibited from
manipulating classes so as to prevent an employee from being
placed on another salary scale. The District's refusal to pay
you with general funds for the fourth period class enabled it
to avoid granting your contract pursuant to Education Code
section 44887 and also deprived you of a status which would
have led to placement on the teacher's salary scale.
You stated that you requested the union, specifically Ms.
Laumberger to represent you in a grievance against the District
concerning the cancellation. Her response was to say simply
that you were lucky you were not fired. The union refused to
represent you in this matter.
(2) The information you provided concerning the
cancellation of the writing proficiency class, if alleged in an
amended unfair practice charge, appears sufficient to support a
prima facie violation of the EERA. However, it may be that you
did not intend to cite Article 18 ( Retirement/Early Retirement)
as the basis on which you requested the union to grieve the
District's conduct. If you choose to amend the charge to
include allegations concerning the cancellation of the class,
please allege the specific section of the contract which you
believe to have been violated.
WILCIA SMITH MOORE
September 1, 1987
Page 13
F. Late Payment of Salary
(1) On August 13, 1987, you provided information concerning
the District's failure and refusal to pay you in a timely
manner . This conduct, according to your statement, occurred
between September, 1985 and December 5, 1986. You first
complained to the union of this conduct and requested
representation on September 16, 1985. You also complained and
requested representation on October 29 and 30, 1986. The
District's failure to pay you in a timely manner violated, in
your view, Article XIV (Teacher Compensation) .
(2) The information you have provided concerning the
District's failure to pay you in a timely manner, if alleged in
an amended unfair practice charge might well support issuance
of a complaint. The information appears to describe the
elements necessary for a prima facie statement of violation:
the nature of the incident which occurred, the date of the
incident, the date on which you requested the union to
represent you, the contract provision arguably violated, and
the date on which the union refused to assist you.
G. Threats/Harrassment
(1) On August 13, 1987, you stated that the District
threatened in other ways to harass you since the first day you
requested a contract pursuant to Education Code section 44887.
You described an incident which occurred when you were "locked
up in the library with a man from Visual Arts. " You also
described a more recent incident involving the employer's
refusal to discipline students in your class. You stated that
the latter type of incident occurred throughout the past year
and a half and that you specifically requested representation
from the union on September 4, 16 and 19, 1985, October 7 and
8, 1985, March, 1986, October 29 and 30, 1986, and in January,
1987. You stated that the District's conduct is arguably
prohibited by Article XVI, section 3.7 (Safety) .
WILCIA SMITH MOORE
September 1, 1987
Page 14
WILCIA SMITH
MOORE
September
l,
1987
Page 14
(2) The information you presented concerning the District's
refusal to discipline students and the union's failure and
refusal to address that wrong through the grievance procedure,
if alleged in an amended unfair practice charge, appears
sufficient to support issuance of a complaint. You have
related information which suggests the presence of the
necessary elements of the violation. (See above. ) However, if
you choose to amend the charge to contain allegations
describing this conduct, please verify whether Article XVI is
the section which arguably prohibits the District's conduct.
Article XVII (Safety Conditions) may be more appropriate.
H. Denial Of Benefits
(1) On August 13, 1987, you also stated that the District's
effort to you pay for the fourth period teaching with ICS money
rather than District funds, resulted in your being denied
several benefits, including but not limited to District
contributions on your behalf to the retirement fund. You
requested the union to represent you in this matter and urged
that the District conduct was prohibited by Article XIV
(Teacher Compensation ) of the contract. You indicated that you
requested representation from the union throughout the period
in which the District refused to pay you with District funds
for teaching the fourth period. pecifically, you complained
on September 4, 16 and 19, 1985, October 7 and 8, 1985, March,
1986, October 29 and 30, 1986, as well as in January, 1987.
(2) This information, if alleged in an amended unfair
practice charge, appears sufficient to support issuance of a
complaint. If you intend to amend this charge, note that you
must allege facts concerning the nature of the incident which
occurred, the date on which it occurred, the date on which you
requested the union to represent you by filing a grievance in
this matter, the specific contract provision arguably violated
by the District conduct, and the date on which the union
refused to assist you.
(2)
The
information
you
presented
concerning
the
District's
refusal
to discipline
students
and
the union's
failure
and
refusal to
address
that
wrong
through
the
grievance
procedure,
if
alleged in
an
amended
unfair practice
charge, appears
sufficient to
support issuance
of
a
complaint.
You
have
related
information
which
suggests the
presence of
the
necessary
elements
of
the
violation.
(See
above.)
However,
if
you
choose
to
amend
the
charge
to
contain allegationsdescribing
this
conduct,
please
verify
whether
Article
XVI
is
the
section
which
arguably
prohibits
the
District's
conduct.
Article
XVII
(Safety Conditions)
may
be
more
appropriate.
H.
Denial
Of
Benefits
(1)
On
August
13,
1987, you
also stated
that
the
District's
effort to
you
pay
for the fourth period teaching
with
ICS
money
rather
than
District
funds,
resulted in
your being
denied
several
benefits,
including but not
limited to
District
contributions
on
your
behalf
to
the retirement
fund.
You
requested the
union
to represent
you
in
this
matter
and
urged
that
the
District
conduct
was
prohibited
by
Article
XIV
(Teacher Compensation)
of the
contract.
You
indicated
that
you
requested representation
from
the
union throughout
the period
in
which
the
District
refused
to
pay
you
with
District
funds
for teaching the fourth period. S
Specifically,
you
complainedon September 4,
16
and
19, 1985, October
7
and
8,
1985, March,
1986, October
29
and 30, 1986,
as well as in
January, 1987.
(2) This information,
if
alleged in
an
amended
unfair
practice
charge, appears
sufficient to
support issuance
of
a
complaint.
If
you
intend
to
amend
this
charge, note
that
youmust
allege facts
concerning
the nature of the incident
which
occurred, the date
on which
it
occurred, the date
on
which you
requested the union
to represent
you by
filing
a
grievance in
this
matter, the specific contract provision arguably
violated
by
the
District
conduct, and
the date
on which the union
refused to assist
you.
WILCIA SMITH MOORE
September 1, 1987
Page 15
I. Additional Incidents
(1) Finally, you described two other incidents. First, you
related information concerning the District's failure to keep
accurate records of your pay and deductions. As a consequence,
you had problems with the IRS. You complained to the union and
attorney Weinberg, refused to help you, stating "we all have
problems with the IRS." This conduct by the union occurred in
October, 1984.
(2) Even if this information were alleged in an amended
unfair practice charge, it would not be sufficient to support
issuance of a complaint. It occurred more than six months
prior to the date on which you filed the unfair practice
charge. For the reasons stated above, such an incident is
time-barred.
(3 ) Second, you described an incident involving a situation
which you believe was intentionally created by District
representative Insley. You had an altercation with a student
who was frustrated that a promise Insley had made to him could
not be put into effect. You were injured.
(4) However, as you stated on August 13, 1987, you did not
complain to the union of the incident involving the psychotic
student and Mr. Insley. Consequently, the union was not asked
to represent your interest by a filing a grievance and the
failure to do so cannot be considered a breach of the duty of
fair representation. Even if alleged in an amended unfair
practice charge, the information related by you concerning this
incident would not support issuance of a complaint.
VI . CONCLUSION
For the above reasons, the charge as presently written does not
state a prima facie case. However, if you amend the charge to
include the information set forth above in section V. B(1) ,
E(1), F(1), G(1), and H(1), a prima facie case might be
evident, and issuance of a complaint might be warranted.
WILCIA SMITH MOORE
September 1, 1987
Page 15
I. Additional Incidents
(1) Finally, you described two other incidents. First, you
related information concerning the District's failure to keep
accurate records of your pay and deductions. As a consequence,
you had problems with the IRS. You complained to the union and
attorney Weinberg, refused to help you, stating "we all have
problems with the IRS. 11 This conduct by the union occurred in
October, 1984.
(2) Even if this information were alleged in an amended
unfair practice charge, it would not be sufficient to support
issuance of a complaint. It occurred more than six months
prior to the date on which you filed the unfair practice
charge. For the reasons stated above, such an incident is
time-barred.
(3) Second, you described an incident involving a situation
which you believe was intentionally created by District
representative Insley. You had an altercation with a student
who was frustrated that a promise Insley had made to him could
not be put into effect. You were injured.
(4) However, as you stated on August 13, 1987, you did not
complain to the union of the incident involving the psychotic
student and Mr. Insley. Consequently, the union was not asked
to represent your interest by a filing a grievance and the
failure to do so cannot be considered a breach of the duty of
fair representation. Even if alleged in an amended unfair
practice charge, the information related by you concerning this
incident would not support issuance of a complaint.
VI. CONCLUSION
For the above reasons, the charge as presently written does not
state a prima facie case. However, if you amend the charge to
include the information set forth above in section V.B(l),
E(l), F{l), G(l), and H(l), a prima facie case might be
evident, and issuance of a complaint might be warranted.
WILCIA SMITH
MOORE
September
1,
1987
Page
16
If
you
choose
to
amend
the
charge, the
amended
charge
must
(1)
be
prepared
on
a
standard
PERB
unfair practice
charge
form
clearly
labeled
First
Amended
Charge,
(2) contain
all
the
facts
and
allegations
you
wish
to
make,
(3)
indicate
theca"se
numberwhere
indicated
on
the
form
(even though
you
are
not
to
write
in the
box
when
originally filing
a
charge),
(4)
be
signed
under
penalty of perjury
by
the
charging
party,
and
(5)
be
served
on
the respondent.
Proof
of service
must
be
attached
tothe
original
as well as
to
all
copies of the
amended
charge.
For
your
convenience, blank
charge
forms,
proof
of
service
forms,
and
a
leaflet
on
"How
to File
an
Unfair
Practice
Charge"
are
enclosed.
I
recognize
that
you
may
disagree
with
my
assessment
that
certain
elements
of
you
case
do
not
contribute
toward
a
violation
of the
EERA.
(I
have
pointed out
five
allegations
which do
not appear
to establish
an
unfair
practice,
either
because
of
limitations
on
the
scope
of
the duty
of fair
representation (section
V.A,
above, and
see
section
IV)
or
because the
allegations
appear
to
be time-barred
(sectionV.C(l), (D)(l),
(I)(l), I(3).) If
you
disagree
with
my
assessment regarding
any
of these
allegations
and
if
you
want
to
test
the
validity
of
my
assessment,
you
should
include these
allegations
in
your
amended
charge
as well.
In
that event,
I
would most
likely
dismiss those
particular allegations,
and
you
would
have
a
right
of appeal
to
the
Board
itself.
If
I
do
not
receive
an
amended
charge or withdrawal
from
you
on
or before
September 25, 1987,
I
shall
dismiss
your
charge.
If
you have any
questions
on
how
to
proceed, please
call
me
at
(415) 557-1350.
Sincerely yours,
-
Jr-~-;-·
..
,·.,
PETER HABERFE.i1V
Regional Attorney
Enclosures
RELATION . ECARD
HEADCURRYERE OFFICE
1987 SEP 1 1 AK II: 43
SEPT 2, 1987
Mr Sloan, ~ .. _J~_,)
JI received Peters~ ,~ ···v~
~letter today . Did,,_..,....~ . cE)~
you read it ? ~ 2
There are Distortions
on evey page . I ~J
would like to ~ _:::z;_:,
request at this ~ ~
time that PETER HABER FEL~ PErt R., H ABER. F
-----BfBE REMOVED from myRE MOVED
Case . By Now even ~ . f3 '( f\roiu
Attachment 4
1987 SEP I I AM II : 43
Attachment 4
DEIL)
2
G)
~you must KNOW
~
}<.tvow
~ that he either
~
~
Can NOT on will NOT
~
/VbT
~
W~
/Vol
. Do what you ask
D{)
w~
~
~
~ him to do.
~
~-
.I~ I feel in all
~ ~
,,
sincerity that I am
~
d
~
never going to get
~
~
fair or even APPROPRIATE
~
~
APPRofRi'ATc
Consideration from
PETER HABER FIELD ., AND I
pl:
f E
'K
l--\
P,
\:) E
~
F; EL D • A
ND
J :rJ)ofl/r DON'T THINK PETER MAKES MISTAKES ,
TH1Nt<.
PETE/2-
Mftl(CS Mtsi-ttkES
}
I I THINK His MESS-UPS ARE DELIBERATE A
MEs~-ufs t
THI~/\
H-
1
's
,4Rt .DrltBERATf f+
STALL FOR TIME- TO DISCOURAGE AND TO -S,Ftll FoR Ttne--10 .oiscou.R1t3E ftND
TO
FRUSTRATE ME .
PfZVS,RATE ME
..
-
IOTES UN
The august 13, MEETING
1- IT is impossible
for anyone who can
read to have read
my damage COMPLAINT
ant draw the
Conclusion that I
was Complaining
about A TEACHERS Ain . ,
2 - ON the first Page
COMPLAINT
TO THE litter
(@) BOX XI ED. EMPI ( GOV ACT) I HAVE
CHECKED GOV. CODE 3543. 5
3543. 6 rand WRITTEN in 35 43, 2
~S-l./..3~
t
~
WR1,,€".A
✓
--~35L/3,-1_
3543.5,
35Lf3.s/ 35 43. 6
35"4£-3,t
.,
3
3-- at NO TIME DID I
OX No T1HE /)JJJ
MENTION AN EARLY RETIREMENT
/1E!vt/OAI
AM
EARly_ RtTtR..EMENT
OR THE EARLY RETIREMENT
OR. THE £AR.Lfi RET!T21=MENT
ARTICLE X VITI ( IS THIS WISHFUL / HINKIn A RI
f
(,
/
E:-X, v'.'.I
re
~
S I
1-l•·s
W1sl-fHL
/k,
••
,f
ILAM NOT RESPONSIBLE FOR WHAT
A'M.._
~oT
Kt.SfoNS'l
Bl£" Fol<..
lJHA,
P
F7t=rc1<_ ETER PRETENDS TO BE MISTAKES, OR PRETE IV OS
70
Br: M 1'sr11kc
5./
oP-
WHAT HE COPIED WRONG,
vVHAT H-t COPltD hf126N4 I
:r
~
4- 4 - NEVER - DID I OR WILL I
Mvt12.
-
D,'p
.r (jR_
MLL
:1
=-
CHANGE MY MINE c
1111Nr;1=
M/
_f-11A/e ABOUT
A8our_
/HE THE PAST BIGOTRY
P11
sT
Bi ~OTR
X, PREJUDICE
PR£duDICE
AND ACT Of DISCRIMINATION /I-ND A
CT
~
,D
(SC
R
'r
111iv- II
-rl
0/v
. BIASED
f3t'ASED ATTITUDES ,
A,r-1ruoes_.l OVERT
,o
v~-RJ
and COVERT RACISM
~
COVERT
RACISM
,
of THE BERKELEY FEDERATION
H_
T/ft
BERkElE/
r=tt)fa]cAT/ON
~ TEACHERS-
TEA
cJ-f
12
~s
- AFT A
1=T
LOCAL 1078, AFL-CIO
0LocPrL /078
ltFL-CIO
/
AND I WILL NO LONGER
AWD
I
W,!J
!VO
LO!V{;EJZ
BE POLITE ABOUT IT.
l3 E
P6
L,7E
11
t3DLLT
/r:
PETER ISN'T FOOLING
f \
PETER
/ S tJT Foo
L
/N9
ANY BODY BUT HIMSELF
AN( (3oo;
8uT
H/MSELF
NOR DID His LITTLE
t
✓
OR
DtD
/
His
;
L1rrlF
f
"ALL OR NOTHING
~
/1-
l L o
F R
/V CJT
I-/ I
Iv
C2
FALLACY 4 L L A C V TRICK
TR l C
l<:
question.", 1
" DiDH"NOT FOOL//o;[)H'Sf\loT
FooL
UANYONE BUT PETER'
AN/OWE !3uT
PE/ER_,:,
J
LITTLE TRICK question,
When Peter asked me
did I think the
Union discriminated
against ALL Blacks,
( ALL VOR NONE Fallacy )
my have beenanswer should
INTERPRETED To mean
To
had Changed m
mine -8 frame heels
DISCRIMINATED against
I AM still being DISCRIMINATED
A GAINST.
:Jf~J~ That I said was :
[,,Uμ_,LJ:
" The Union does mut DISCRIMINATE
,,
{l_
~ ~ ~
D 1
~CR,,,;,
tJ
11r~
against ALL BLACKS - THAT
JI
L
{_
BI
I/Cl<::: s -
TH/IT
__ THE UNION like ALL
1/fE
UAiltJIV~
ALL
_RACls~BIC-oTs RACISTa BIGOTS likes to
~
_;z;::-
·- Surround itself with ".
~·-
.,--<,__..,....._..._._
~-~
w .-<-A,
,,,,
_ SUBSERVIENT BLACKS. S uB S
~RV
If=
NL
____
8 L A
__
C l< S,
SINCE I CAN NOT AMEND MY CHARGE S1PJGE CAt-1
rvor
ft~Erv'D
1vty
C/IAR~
WITH USE of LIES - DISTORTIONS w, T1t
US
c
"6
L ri s - Dcsn R1 ,
a·.,
s
' r
OVER
. SINCE I Ask you to BE
SI
Wcc
I
Its
k..
yo
CA_
f (J
flE
: .
~sure that I WOULD
~
_"_L. .
W.
CJ
~
t D .
··--- RECEIVEf?e-
Cf=.
Ive-
>;: YOUR LETTER
tJ
~ R
_L
~
,r1::-
R_
.
[3-1: BEFORE F
(2 SCHOOL STARTED - Sc..
--r:
Q
w C
/7'o
(J
(_
~
Tit
~.Tc):;) -
. I . WILL NEED MORE , I I I It/'"C.
1::,-
D -
I'-?
.
HC--
.
..
a R r
.
Tl TIME I
~ns
..
.
I WAS OFF
oFF
FOR 20 DAYS AFTER F o Q :;)_ 0 0 A y s
A-
/=rt=
R:--..
The
T~ AUGUST 13 MEETING
A-ud
usr
I 3
He:e
r1rvJ
I- z RECEIVED THE PERB
!2Ecc I
VE
D .Tlic Fi,:RJ3
.LeLETTER THE
rreR- Tl-t
c FIRST DAYF
112sr
,
D19/
·~ SCHOOL- I will
S'c.lfoo
L-
z:
Lu///
NEED MORE
/VEED Holc.t TIME . MY
T1Hc,.
ty,'
. ANSWER A tv S
uJ
e- R CAN NOT BE C A N
No
T
f3
c
READY
72-e:r:to
'/ BY
By SEPT 25 - WITH <;;t=fT
2S--
lv,71-1
MY FIRSTM
'/
f=-
I
Rs
T. WEEKS of
Wt:~
I<. s
":t
SCHOOL
~
c:_/-1-
6
<'
L WORK LOAD .
Wo
~
I<
_L
<::l
A D .
.,
_fI ASK you AGAIN
A-
S
{c
Y 6 u__
A- (;!.. A I tv
}A TAKE PETER HABERFELD OFF k
E:
P£TE R
H-Pr
BE/2 FEL.O ()
FF
C, Hf My CASE . r+c;E.
;;)E-~Jilcin S MameUJ11~
(1rV(415 ) 237- 5895
;:J__
3 7 -
58 9.J
\f E~
,II CAN NOT MAKE ANY MORE COSTLY
CF\11.1
No[
M-rw.£ A"'Y
K6Rl'= Co5t/
Phone Calls TO SACRAMENTOPA
~ ~
TD S"Ac R
~
~ E
10T6
____
----
THE SCHOOL
T!o~SOLD
S'c:-:~;~y
[16oks(o~
All My Books ( OR..
GAVE THEN AWAY OR Threw
<1-t+vf:
THcrv
-~~~'l-
ORT~
Them OUT ..
T~
c u r _while I
~
:::c
WAS
W14S OFF NOW I G
FE
_____
/V0[/4)
::C.
HAVE
f/l+Vc TOT() WRITE
l-U/2i,c
THREE NEW COURSE
1}/tEE (VE.w Col,,(R.t~-
OUT
-L,LINES
r:::-s-
l3''f BY
5efT SEPT 14 TH
I<;
T/.,L
OR
E SE.
. ,
Just FINISHED
F1Nrs#cP
--1 This TODAY
k, f.
Tl) p /47
Z)t;pr
'I
- w.,.J..J..
MtulSEPT 9 - will Mail
·
Mo~MORNING SEPT 10,1
'rvj
I
S'e
/-'
r j
-- - .. . ..
.
·,
~HY FOR WORTHY LAUMBERGERl1
·/.JO
y L
I NEVER SAID DORTHY REFUSED
:r
12_
R.
71-1
A
1.J
M f3
€'2?.
9'€fZ
/VEVER..
SA10
DoRTHf
~c"Fu5cD
TO ATTEND THE MEETING -TO
ATTetv
D
,He:: Hcs-,,w-ei
-
DORTHY AGREED.
Do
RTH/
It
G-
R.tt
D.
v
I"""\
ro
A
~----""
DISTORTIONS l!JSTORTI~ NS J
Page ONE - PAQJ._, OWE: DID NOT GIVE SECTION ? NoT t:,v1= Scc.,;/oN?u-- .:z: Otp I •
=- D,o
Page TWO ~ TWo _ THE Judge OVERRULED 7Hc. Tuo}L OVeR RultD'
NANCY NOT ED CODE /VA~c..,I NOT ED Co Dt-
AS IT TURNED OUT . .. NOT TRUE /1S /r TllR A.le D our, . , /voT TflvE
P
Page TWO - NOT DUPLICATIONS. DISTORTION. P~ TWO - /voT Duf L;cAr,u·f.l~ _ t}1:,T~12y.,4•-,;;;;
Page FOUR - My Complaint is NOT P~ Fou.-~ - Co....., t's Ive,
AgAINT THE DISTRICTA UA I t-..s,- TH- e- 1) Is r R , e,,
My p1-..t..,-r-
Page FIVE p 14~ Five - A REPEAT f+ Re PcAT .
Page FIVE - P~ t=,vc: _ NOT TRUE IT page 2 A/o-r rl<ve ~ :i_
@ Snm~ STATE MENT of CHARGES /'1cNr °( CilARles
DATE, AND NAME and ANSWER DA-re.J Atvb o---...L
Page SIX - READ STATEMENT Of CHARGES PA-cp.. 'S , .,..,_ _ R el'.D i r "', c ,--11:11, 6 C II A q t.s
I.J ~ .J 3 .J tf---' ~ - Re:~o
/VAME ANSw'=R..
2 1 3 1 4, 6 - READ
PAge SEVEN _ NOT TRUE SHOWEDTHIS TOPA~ SE ve: I\J _ NcT TR, u t" s 1+0 u...;~,.bT 1-1 1 s Tl)
Y/JL<_ Ar ~ 13 ~ you AT aug 13 meeting
Page SEVEN -Sevt- 1v _ 3 - one and The SAME3- (J,,,,-.J_ ~ ~ S-1JMfi'
page Eight f}sl<e-.1)
THE UNION TO GRANT, METl+c U7\//()f\/ TO 0-R.ANT
A CONTRACT - IT CANT- Ic Ml:
11- CoNrRAct- iT /f N&:. 7 '- ·
DON'T WORK FOR THE Da/Ll 1 T WcJ/2,I<- FtJR. THE
\
I. NEVER ASKED IVE//ER..
UNION. A. PH L)_ /J { {) (\[ • A. P 3 - 3
PAGEq - THE Big LIE ( 2)Pf+tF 9 _ !Hi? 81/ IF{.;i)
//iE 81 t:,
PAGE 9 _ SPElling INSLEY" Pfff}E 9 - SPEIIIN°,J~ NS L~/ ,.-,---
flvi/ P/Jcf-<- THE BIG Bull Page
-P-~
P~
~ E1i"'' - r.
H ·L ,
B
(h'sroRT1·tJw.s DISTORTIONS PAge 10 - DORTHY
PA..J::!:
10 - D0121Hy
..
.
__
.. NOT TRUE -
}JOT
TRUE
... LAUMBERGER
·---~-l)UM_8E~1€.R.
.
.. Page 10 - C - NOT TRUE
P~_/Q_-
__
C -
AFo,_
,Jc
v~
~
. Page 11- Complaint
P~
lL~----
..
. .
..
..
'
is NOT BASED .ON What ....fa:LJ
NoT
Bas~o
___
orv
___
w~
HAPPENED SEPT 1985.
Hr,ppet--.JED
S€pT 1985""
Ai\/ AN Bourg REFUSED DEC6, 1987 Bou"l Rt
FUSED
Dcclo
1?8P
1
WIEN BERG RE FUSED DEC 20, 1987
W1crv f3cR/ RcFuSED0Ec.2tJ
1987
1
V V
Page 11 -"WHAT WARNING
P~
WJ/rrr
WA
RN
iN1
L,
ETIER.
?
11
LETTER ?"
Pttif:!!-11- PAge 1 1 - D. NOT TRUE
D.
/VoT
TR
uE
PAge 12 - I DID NOT P
Pi?-!:
I :L - ..r D I O
IV'"
t17
CITE ARTICLE 18, PETER L
1rE
ART1c!t:
18_) PETER...
CO COPIED THE WRONG
PIED
THE
/,AJ
R/)N~
ARTICLE
f+
/?.Tl
c_
I€
Q
PAge 13 2 My COMPLAINT is NOT p
~
I 3
_ff)
l'1
'/
(:,
Nt1T
AGAINST
ACA
<J
111
f /A I
/v
r
~
1Ns, T THE DISTRICT ( Thatis
-rHc
..
DLST
12
1c
-r CT£,.:{~
FILED WITH FED DEPT Of ED and
r-1
I e D
Wt7//
F£o
_Dcpr ~ E!J
~
/VI, Civil R COM. c I v,; R
c~
--JJo
Page 13 NOT THREATENEDP
~
13 NoT . JnAtliTEJVEJ)
ro TO HARASS- DID! HARASS H11r2.Ass-- DID ( HARASS
OVER
-OVER PLEASE Ple-rrs-e-
-
(
(
.
u-''
x
.
Tiles~
L~
;;
h: CA-se-s
-r,-1-~-r
~.
__
NoT
PRcCED~JvT.5
Arv
n T
1-t
Pr
r . _
Do
-~
.JIo T_ _
__
B-
ff<.
''"I
r o
M 1 PRoas'' ___
PuR?osc
-
r~
f!.o°I
- .
M C
Dt>
"'-'
W I IV sU
fl:
f
RC
R.
/
//045
A D i 1v j
~
S-1 IVC.
e
...
~
___;,
T/+1:
L.
l'i- t...v 7 e R__
~
:::z::
)4
fv( Alar
--
HE
--
_S'
HoLA-lp
~
e,re
~
PAk.-r
~
7l-f1:s1: !_
_
tJNJ
C f+r~s
~
~
;}1-1/<.LNJ
14BavT-
__
.
STATE OF CALIFORNIA GEOl'lGE DEUKMEJIAN, Go..,,"",
PUBLIC EMPLOYMENT RELATIONS BOARD
San Francisco Regional Office
177 Post Stree1, 9th Floor
San Francisco, California 94108
(415) 557-1350
September 17, 1987
Wilcia Moore
RE: Berkeley Federation of Teachers, Case No.
SF-CO-310
Dear Ms. Moore:
This responds to your letter dated September 2, which was
received on September.11.
Your letter accuses Mr. Haberfeld of bad faith and a wide range
of misdeeds and distortions. You have requested that he be
removed from your case. Indeed, in our telephone conversation
of September 15 you informed me that you would not respond to
his letter or file an amendment to the charge unless the case
were assigned to another attorney. Also, although your recent
letter to me indicates that you need more time to respond to
Mr. Haberfeld's letter, in our telephone conversation you
refuse to cooperate with me in working out a later due date
unless I promise to remove Mr. Haberfeld from the case.
I have fully examined your allegations. In conducting my
examination, I was mindful of the information that I have
obtained fr.om my lengthy discussions with you, from prior
correspondence between us, and from the two very comprehensive
letters that Mr. Haberfeld sent you. ·
Read in light of all the information I have obtained, your
letter in no way persuades me that Mr. Haberfeld has erred in
his analysis or approach to the case. Rather, I believe that
you have misunderst~od the intent of his most recent letter,
which was to assist you in formulating an amended charge.
Based on your apparently immutable perception that
Mr. Haberfeld is intentionally attempting to undercut your
case, I do not expect you to accept this explanation.
Nevertheless, the reality is that the steps that Mr. Haberfeld
and I have taken to assist you in this case have been
considerable, and I have personally overseen Mr. Haberfeld's
work on this case since you initially brought the matter to my
attention.
Attachment 5
Wilcia
Moore
September
17,
1987
Page
2
These
steps
--
including
conducting
a
two-hour
meeting
with
you,
drafting
a
long
discussion
outline
to
facilitate
ourmeeting,
and
(in
the
most
recent
letter)
organizing,
digesting
and
summarizing
information
for your
benefit
--
truly
exceed
any
efforts that
any
member
of
my
staff
has
made
•to
assist
the
charging
party to
state
in
proper
form"
the
elements of
a
prima
facie
case (see
PERB
Regulation
32620(b)(4)).
I
am
sorry
you
do
not recognize
the
efforts that
we
have
made
on
your
behalf.
Also,
lam
compelled
to
respond
with
particularity
to
some
of
your
allegations.
First,
your
accusation
that
Mr.
Haberfeld
distorted
the information
that
you
provided
to
him
in
ourmeeting
is
inaccurate.
In
virtually
all
respects,
my
own
notesof
that
meeting
independently
corroborate the
factual
assertions
contained in
his
letter.
Furthermore,
your
complaints
about
inaccuracies
in his
letter
are
in large
part
based
on a
misreading of
his
letter.
Second,
to
the
extent
that
you
claim
that
the information
in his
letter
which he
obtained
prior to
our
last
meeting
is
inaccurate,
this
claim
is,
in
my
view,
unfair.
All of
that
information
was
specifically
provided
to
you
in
the Outline for Discussion
that
formed
the basis for
our
meeting.
You
were
given
time
to
review
the outline
before our meeting,
and
to
correct
any
assertions in
the outline
which
you
considered
to
be wrong.
Third
{and most
importantly),
even
if
the information
he
recited
were
inaccurate,
no
prejudice
has been
caused.
You
are
still
free to
amend
your
charge to
state
the
facts
as you
understand
them, and
no
adverse
inference
can
or
will
be
drawn
as
a
result
of
any
misunderstanding.
For
the foregoing reasons, the accusations in
your
letter
are,
in
my
view, unfounded. There
is
accordingly
no
basis in
law
or
fact
for
my
removing
Mr.
Haberfeld
from
the case.
The
final issue
is
the request contained
in
your
letter
{at
p.
6)
for
an
extension
of the
September 25 due
date
for your
response
to
Mr.
Haberfeld's
letter.
The
period of time
that
Mr.
Haberfeld allowed for
a
response
is
well in excess of the
time
ordinarily
provided
to charging
parties to
amend
theircharges.I
lyour
letter
indicates that
you had
previously asked
me
to ensure that the letter
would be received before school
started. Neither
Mr.
Haberfeld nor
I have any
recollection ofyour making
this request,
and our notes
do
not reflect
it
either. In any event,
Mr.
Haberfeld's other job
-
Wilcia Moore
September 17, 1987
Page 3
Furthermore, I called you earlier this week in resporise to your
letter to find out how much more time you desired. You refused
to answer my question unless I promised to remove Mr. Haberfeld
from the case. I declined to make such a promise (the question
of how much time you need to amend your charge is properly and
logically separate from your complaint about Mr. Haberfeld).
Given this stalemate and your refusal to indicate how much more
time -- if any -- you required, the September 25 due date
stands.
As indicated in Mr. Haberfeld's September 1 letter, the charge
as presently written does not state a prima facie case. If you
wish to amend the charge in an effort to cure the deficiencies
outlined in his letter, you must file an amended charge by
September 25. The amended charge must (1) be prepared on a
standard PERB unfair practice charge form clearly labeled First
Amended Charge, (2) contain all the facts and allegations you
wish to make, (3) indicate the case number where indicated on
the form (even though you are not to write in the box when
originally filing a charge), (4) and be signed under penalty of
perjury by the charging party. The amended charge must be
served on the respondent, and proof of service must be attached
to the original as well as to all copies of the amended charge,
If you have any questions on how to proceed, please call me at
(916) 323-8015.
Si?cerely yours,
..,, '
JEFFREY SLOAN
General Counsel
3226D
responsibilities precluded him from completing the letter in
advance of the date issued. Additionally, to ensure your
ability to make plans to complete an amended charge, I called
you on the day that Mr. Haberfeld's letter issued and left a
message on your answering machine which indicated that your
response would be due on September 25. The first indication I
received of your dissatisfaction with that date was in your
most recent letter, received September 11.
. t
STAT!
OF
CAUFOftNIA
GEORGE
C>EUKMEJIAN,
Gowmor
/
PUBLIC
EMPLOYMENT RELATIONS BOARD
Heodquarten Office
\001 lilt+, $trNt
5,oo..an•ito,
CA
9581'-"174
(91(.)
323-8015
September
17,
1987
Ms.
Hilcia
Moore
Re:
Attached
Letter
From
Jeffrey
Sloan
Dated
Sept. 17,
1987
Dear
Ms. Moore:
To
avoid the
possibility
of delivery
delays caused by
the
certified
mail process,
I
am
sending
a
copy
of the
above
reference
letter
to
you by
reeular
mail
and
the
original
by
certified
mail.
Sinc_erely,
Lisa
Standard
Secretary
Att.
/
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