Lake Elsinore School District (PERB 0666E)

PERB Decision No. 0666ECalperb23 de mai. de 1988

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STATE 	OF 	CALIFORNIA
DECISION OF 	THE
PUBLIC 	EMPLOYMENT 	RELATIONS 	BOARD
ELSINORE 	VALLEY 	EDUCATION
ASSOCIATION, 	CTA/NEA,
Charging 	Party,
v.
LAKE ELSINORE 	SCHOOL DISTRICT,
Respondent.
Case No. 	LA-CE-1964
PERB Decision No. 	666
May 23, 	1983
Appearance; 	Parham & Associates, 	Inc. 	by James 	C. 	Whitlock 	for
Lake 	Elsinore 	School 	District.	ke	La
Before 	Porter, 	Craib and 	Shank, 	Members
DECISION
PORTER, 	Member: 	This 	case 	is before 	the 	Public 	Employment
Relations 	Board 	(PERB or 	Board) 	on exceptions 	filed by the
respondent, 	Lake Elsinore School District 	(District), 	to the
attached 	proposed 	decision 	of 	a 	PERB 	administrative 	law 	judge
(ALJ). 	The ALJ held 	that 	the 	District 	violated 	section
3543.5(c) 	of 	the 	Educational 	Employment 	Relations 	Act 	(EERA or
Act) 	and, 	derivatively, 	section 3543.5(a) 	and 	(b),1 when it
1EERA 	is 	codified 	at 	Government 	Code 	section 	3540 	et 	seq.
Unless 	otherwise 	indicated, 	all 	statutory 	references herein 	are
to the 	Government 	Code.
Section 3543.5 provides, 	in pertinent part, 	as 	follows:
It 	shall be unlawful 	for a public 	school
employer 	to:
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)
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_____________ )
,
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failed 	to negotiate 	with 	the 	charging party, 	Elsinore Valley
Education Association, 	CTA/NEA 	(EVEA or Association), 	before
making 	a 	change 	in 	a procedure 	for 	the 	implementation of 	EVEA's
statutory 	right 	to 	consult on educational matters. 	We 	affirm
in part 	and 	reverse 	in part 	the 	decision 	of 	the ALJ 	for 	the
reasons 	set 	forth herein.
(a) 	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.
(b) 	Deny to employee 	organizations 	rights
guaranteed 	to 	them by 	this 	chapter.
(c) 	Refuse 	or 	fail 	to meet 	and negotiate 	in
good 	faith 	with 	an 	exclusive 	representative.
FACTUAL 	SUMMARY
For many years 	in 	the 	District, 	there has 	existed a
District-created 	committee 	known 	as 	the 	Instructional 	Council
(Council). 	It 	is undisputed that 	the purpose of 	the Council
is, 	essentially, 	to make 	recommendations 	to the 	superintendent
regarding 	instructional materials, 	curriculum change proposals,
in-service 	training needs, 	and the 	like. 	The parties'
collective bargaining 	agreement makes 	no 	reference 	to 	the
Council. 	Likewise, 	there 	is no written document addressing
the 	issue of whether 	the 	Council 	serves 	as 	the means by which
EVEA exercises 	its 	consultation 	rights 	pursuant 	to 	section
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3543.2(a),2
During the 1979-80 	school year, 	Halle 	Reising, 	then
president of 	EVEA, 	and 	Norm Chaffin, 	district 	administrator,
reached 	an 	oral 	agreement 	regarding 	implementation 	of 	a
procedure 	for 	selecting 	teacher members 	to 	the 	Council.
Reising had 	initiated 	the 	discussions 	leading 	to 	the 	agreement
with 	Chaffin because 	she 	felt 	there was 	a need 	to 	establish 	a
2Section 3543.2(a) 	reads:
The 	scope 	of 	representation 	shall 	be 	limited
to matters 	relating to wages, 	hours of
employment, 	and other 	terms 	and 	conditions
of 	employment. 	"Terms 	and conditions 	of
employment" 	mean health 	and welfare benefits
as defined by Section 53200, 	leave, 	transfer
and 	reassignment policies, 	safety conditions
of employment, 	class 	size, 	procedures to be
used 	for 	the 	evaluation of 	employees,
organizational 	security pursuant 	to 	Section
3546, 	procedures 	for processing grievances
pursuant to Sections 3548.5, 	3548.6, 	3548.7,
and 3548.8, 	and 	the 	layoff of probationary
certificated 	school 	district 	employees,
pursuant 	to 	Section 	44959.5 	of 	the 	Education
Code. 	In addition, 	the exclusive
representative 	of 	certificated 	personnel 	has
the 	right 	to consult 	on 	the 	definition 	of
educational 	objectives, 	the determination of
the 	content 	of 	courses 	and curriculum, 	and
the 	selection of 	textbooks 	to 	the 	extent
such matters 	are 	within 	the 	discretion of
the 	public 	school 	employer 	under 	the 	law.
All 	matters 	not 	specifically 	enumerated 	are
reserved 	to 	the public 	school 	employer 	and
may not be 	a 	subject 	of meeting 	and
negotiating, 	provided 	that 	nothing herein
may be 	construed 	to 	limit 	the 	right 	of 	the
public 	school 	employer 	to 	consult 	with 	any
employees 	or 	employee 	organization 	on any
matter 	outside 	the 	scope 	of 	representation.
(Emphasis 	added.)
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consistent 	districtwide 	policy on 	this 	matter. 	Although 	they
never 	reduced 	their 	agreement 	to writing, 	Reising 	and Chaffin
agreed 	that 	they would 	notify 	the bargaining unit 	members 	and
the district 	administrators, 	respectively, 	of 	this procedure
which 	took 	effect 	in 	the 	spring of 	1980.
The oral 	agreement was 	that 	there would be 	a designated
EVEA 	representative 	added 	to 	the 	Council 	who would be 	elected
at-large 	on an annual basis. 	As 	to 	the 	two 	existing 	teacher
member 	positions 	from 	each 	site, 	one 	teacher 	from each 	site
was 	to be 	elected 	through 	an 	election 	run by 	the 	EVEA site
representative, 	and 	the 	other 	teacher 	was 	to be 	appointed by
the 	site principal. 	There 	are 	four 	school 	sites 	in the
District.
The above 	described procedure, 	as 	to 	the 	EVEA representative
member 	and 	the 	teacher members, 	was 	uniformly 	followed at 	all
school 	sites 	at 	least 	through 	the 	1981-82 	school year when
Reising's 	tenure 	ended.
The 	Council 	meetings 	were 	normally held 	once 	a 	month 	during
the 	school 	year 	on 	release 	time 	for 	teacher 	members 	of 	the
Council. 	The meetings 	would begin 	at 	approximately 	8:30 	a.m.
and 	continued 	until 	the 	session was 	completed or 	until 	the 	end
of 	the 	teachers' 	seven and one-half hour workday, 	whichever
came 	earlier. 	In the 	fall of 	1982, 	the members of 	the Council
unanimously 	voted 	to hold 	the 	next 	meeting 	in 	the 	afternoon 	to
reduce 	the 	amount 	of 	class 	time missed by 	the 	teacher 	members.
The 	next 	several 	meetings 	started 	at 	noon 	and 	lasted 	through
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the 	afternoon. 	The 	Council 	then 	switched back 	to 	the 	all-day
schedule 	for 	the 	remainder 	of 	the 	1982-83 	school 	year.
At 	the 	start of 	the 	1983-84 school year, 	the 	District was
experiencing budgetary problems 	as 	well 	as 	having 	a difficult
time 	finding 	substitutes 	for 	the 	teacher 	members 	of 	the 	Council
The 	District 	scheduled 	the 	first 	Council 	meeting of 	the 	school
year 	to begin 	at 	2:30 p.m., 	which was 	after 	the 	instructional
day 	for most 	of 	the 	teacher members. 	At 	that meeting, 	it was
decided 	that 	future meetings would begin at 	1 p.m. 	and 	end 	at
3 p.m., 	and 	release 	time 	would be 	granted 	to 	teacher members.
However, 	because 	the 	District 	could 	not 	easily arrange 	for
partial-day substitutes, 	the 	Council 	meetings 	thereafter were
scheduled 	as 	all-day 	sessions 	and 	the 	teachers 	attended 	on
release 	time as 	in the past.
On May 5, 	1983, 	the District's board of 	trustees 	adopted
Policy No. 	2310E-R, 	which addresses 	the procedures 	for 	the
selection 	and 	adoption 	of 	textbooks 	and 	other 	instructional
materials 	for 	the 	District. 	Additionally, 	this policy sets
forth 	the 	composition of 	the 	Council 	and 	the 	method 	of
election/appointment 	of 	each member. 	The 	relevant 	portion of
Policy No. 	2310E-R provides:
II. 	Committees
A. 	District 	Instructional 	Council
1. 	The 	Superintendent 	shall 	recommend 	one
administrator 	as 	a member 	of 	the 	District's
Instructional 	Council, 	referred 	to hereafter
as 	the 	Instructional 	Council.
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2. 	Elementary principals 	shall 	recommend
one 	teacher 	from 	each 	elementary 	school 	as
a 	member 	of 	the 	District's 	Instructional
Council, 	referred to hereafter 	as 	the
Instructional 	Council.
a. 	Site 	staff 	shall 	recommend one
teacher 	from 	each 	site.
b. 	EVEA elects 	one person 	at 	large.
3. 	The 	Superintendent 	shall 	review 	the
recommendations 	for 	membership 	to 	the
Instructional 	Council 	and 	make 	the 	necessary
appointments, 	ensuring 	that 	all 	grade
levels, 	kindergarten through grade six, 	are
reasonably 	represented.
4. 	The 	Superintendent 	shall 	appoint
two 	citizens 	to serve 	on 	the 	District
Instructional 	Council.
5. 	The Director 	of 	Education 	Services
shall 	serve 	as 	an ex-officio member of 	the
Instructional 	Council.
6. 	Provisions 	for 	augmenting 	the
Instructional 	Council 	when 	specific 	tasks,
i.e., 	selection of 	instructional 	materials
are 	necessary, 	shall be 	the 	responsibility
of 	the 	Superintendent or designee. 	Each
building 	principal 	and 	Instructional 	Council
member 	shall 	make 	recommendations 	to 	the
Superintendent 	of 	Schools 	the 	expertise
necessary 	to 	fulfill 	the 	responsibilities
of 	the 	Council. 	(Sic.)
a. 	Upon 	consensus 	of 	the 	Instructional
Council 	certain 	issues 	may warrant
review by 	the 	total 	faculty 	and
representatives' 	votes 	will be 	according
to 	the 	site 	recommendations. 	(Sic.)
7. 	The Director 	of 	Education 	Services 	shall
serve 	as 	the 	representative 	in 	contact with
publisher's 	agents 	and 	shall 	serve 	as
liaison between 	the 	chairperson of 	the
Instructional Council. 	(Sic.)
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8. 	The 	Instructional 	Council 	shall be
a 	standing 	committee 	that 	will 	make
recommendations 	to 	the 	Superintendent
regarding 	(1) 	the 	selection 	and 	adoption of
instructional 	materials 	including 	textbooks,
(2) 	screening and 	recommended 	adoption or
denial of 	curriculum change proposals, 	(3)
inservice 	training 	for 	certificated 	staff,
(4) 	priority needs of 	the 	instructional
programs, 	(5) 	proposed curriculum changes
that 	would have 	district 	wide 	implication
or 	would 	require 	action by 	the 	Board 	of
Trustees 	for 	implementation, 	and 	(6) 	review
complaints 	of 	instructional 	materials 	used
in 	the 	Elsinore 	Union 	School 	District.
9. 	The 	Instructional 	Council 	chairperson
shall be 	chosen by 	the 	Superintendent.
This 	policy was 	adopted 	without 	notice 	to 	EVEA.3
As 	of 	the 	first 	Council meeting of 	the 	1983-84 	school 	year,
four 	"learning 	specialists" 	were 	added 	to 	the 	Council. 	The
learning 	specialists 	are members 	of 	the bargaining unit. 	At
Council 	meetings, 	they were 	allowed 	to make 	comments but 	were
3since 	we 	are 	dealing here 	with 	the 	Instructional 	Council
during three different 	"phases" 	(i.e., 	(1) 	prior to the oral
agreement between Reising and Chaffin; 	(2) 	subsequent 	to
Reising's 	and 	Chaffin's 	oral 	agreement; 	and 	(3) 	subsequent
to the 	implementation by the District of 	Policy No. 	2310E-R),
a breakdown of 	the 	Council's 	participants 	during 	each phase 	is
helpful 	to an understanding of 	this 	situation. 	Prior 	to 	the
oral agreement, 	the 	Council 	included the 	superintendent, 	a
curriculum 	specialist, 	two 	teacher members 	from each 	site,
and 	at 	least 	two parent members, 	each 	from different 	sites.
Subsequent 	to 	the 	verbal 	agreement, 	the 	Council 	included one
EVEA representative member, 	the 	superintendent, 	the curriculum
director, 	parent 	members—possibly 	one 	from 	each 	school 	site,
and 	two 	teacher 	members 	from each 	site 	(one 	elected 	via 	an 	EVEA
conducted 	election 	and one 	appointed by 	the 	site principal).
Subsequent 	to 	the 	adoption of 	Policy No. 	2310E-R, 	the 	Council
has 	included 	one 	EVEA 	representative member, 	the 	chairperson,
the 	superintendent, 	at least one parent member, 	four 	learning
specialists, 	and 	two 	teacher members 	from 	each 	site.
forbidden 	from 	voting 	or 	making motions.4 	The 	District's
expressed purpose 	in 	augmenting 	the 	Council 	with 	these people
was 	to allow 	them 	to 	lend 	their 	expertise 	in 	curriculum 	and
instructional matters 	to 	the 	Council.
From at 	least 	1979 	through 	the 	1983-84 	school year, 	the
District 	and 	EVEA also held 	"meet 	and 	confer" 	meetings 	on 	a
monthly basis. 	These 	meetings 	were held by the 	parties,
primarily, 	to attempt 	to 	informally resolve 	teacher 	complaints
or 	job-related problems 	not 	subject 	to 	the 	grievance procedure
under 	the 	collective bargaining agreement. 	Curriculum 	and
instructional matters were not, 	in the 	relevant 	time period, 	a
topic of 	discussion at 	these meetings.
On April 	16, 	1984, 	EVEA filed a charge, 	which was amended
on July 20, 	1984, 	alleging 	that 	the 	District violated 	section
3543.5(c) 	and, 	derivatively, 	(a) 	and 	(b) 	of EERA by unilaterally
changing 	the 	practice 	of holding 	Council 	meetings 	on 	release
time 	for 	teacher 	members 	and 	adding 	the 	learning 	specialists
to 	the 	Council 	without 	first 	meeting 	and 	negotiating 	with 	EVEA
4"Members" 	of 	the 	Council 	may vote 	on what 	recommendations
are 	to be made. 	The ALJ's 	proposed decision 	refers 	to proposed
revisions 	to Policy No. 	2310E-R discussed 	at 	the 	October 	19,
1983 	Council 	meeting. 	One 	such 	revision, 	suggested by 	the
superintendent, 	was 	to 	include 	the 	learning 	specialists 	as
"ex-officio members" of 	the Council. 	It 	is not clear 	from
the 	record 	whether 	this 	would have 	provided 	these 	learning
specialists 	with 	the 	right 	to vote. 	It 	is 	also unclear what
the 	ultimate 	outcome was 	with 	respect 	to 	this proposal.
Nevertheless, 	during 	the 	relevant 	time period, 	the 	learning
specialists 	remained on 	the Council, 	but have 	never had 	voting
rights 	in 	connection with 	their 	participation 	in 	Council
meetings.
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regarding 	these 	changes, 	the 	Council being 	the 	vehicle 	through
which 	EVEA exercised 	its 	consultation 	rights 	pursuant 	to
section 3543.2(a).
The 	District 	argued 	that 	the 	Council 	was 	not 	a 	negotiated
vehicle 	for 	agreed-upon 	use by 	EVEA and 	the 	District 	to 	fulfill
statutory 	consultation obligations. 	The 	District 	claimed 	that
the 	"meet 	and 	confer" 	meetings 	have 	always 	been 	the 	vehicle by
which 	EVEA could 	exercise 	its 	statutory 	right 	to 	consult.
The 	District 	also 	argued 	that 	the 	superintendent has 	always
had the authority to make all Council 	appointments; 	thus, 	the
addition 	of 	the 	learning 	specialists 	was 	within his 	authority.
Lastly, 	the 	District 	claimed 	that 	the 	Council 	is 	merely an
advisory committee 	to the superintendent, 	and, 	therefore, 	the
District's 	actions 	did 	not 	in any way 	interfere with 	EVEA's 	or
its members' 	rights 	under EERA.
ALJ'S 	PROPOSED 	DECISION
The ALJ 	found 	that 	the 	Council 	is 	the 	vehicle 	through 	which
EVEA exercises 	its 	statutory 	right 	to consult, 	and 	that 	the
District 	made 	an 	unlawful 	unilateral 	change 	to an 	established
policy when 	it 	added 	the 	four 	learning 	specialists 	to 	the
Council. 	The ALJ 	also held 	that 	the portion of 	the 	charge
regarding 	the 	change 	in meeting 	time 	must be 	dismissed because
the 	change was 	merely a 	one-time 	occurrence having no
generalized 	effect 	or 	continuing 	impact 	on 	the hours 	of 	the
affected 	unit 	members.
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With 	respect 	to her 	conclusion 	as 	to 	the 	Council's 	role 	as
the 	statutory consultation 	vehicle, 	the 	ALJ 	reasoned 	that 	the
Council 	is 	the 	standing 	advisory committee 	which provides 	the
District 	with 	recommendations 	from 	its 	teachers 	regarding
curriculum 	and 	instructional 	matters. 	The 	District has 	allowed
EVEA to participate 	in 	the 	Council 	via 	a 	designated 	EVEA
representative, 	and 	consequently, 	EVEA has 	viewed 	the 	Council
as 	the 	sole means by which 	it 	exercises 	its 	statutory right 	to
consult. 	The ALJ 	rejected 	the 	District's 	argument 	that 	the
"meet 	and 	confer" 	sessions 	were 	the means by which 	the 	District
fulfilled 	its 	obligation 	to 	consult 	with 	EVEA on 	educational
matters. 	The ALJ 	found that 	these 	sessions were never, 	in
practice 	or 	in 	theory, 	the 	forum 	for 	consultation on
instructional matters.
In 	analyzing 	the merits 	of 	the portion of 	the 	charge
regarding the 	change 	in composition of 	the 	Council, 	the ALJ
applied 	the 	test 	established by 	the 	Board 	in 	Grant 	Joint 	Union
High 	School 	District 	(1982) 	PERB Decision No. 	196. 	Pursuant 	to
Grant, 	a 	3543.5(c) 	violation 	is established upon proof 	that:
(1) 	the 	District breached or altered 	the parties' 	written
agreement or established past practice; 	(2) 	the breach or
alteration amounted 	to a 	change of policy 	(i.e., 	having a
generalized 	effect 	or 	continuing 	impact 	upon 	the 	terms 	and
conditions of 	employment of bargaining unit members); 	and 	(3)
the 	change 	of policy concerned matters 	within 	the 	scope 	of
representation.
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The 	ALJ 	found 	that 	the 	District 	altered 	the 	parties'
established 	past 	practice 	when 	it 	added 	the 	learning 	specialists
to 	the 	Council. 	In accordance 	with 	the 	oral 	agreement between
Chaffin and Reising, 	the parties had, 	since 	1979, 	followed a
specific 	election/appointment 	procedure 	with 	respect 	to 	the
membership of 	the 	Council. 	The 	District's 	addition of 	the
learning 	specialists 	clearly 	interfered 	with 	this 	practice,
according 	to the ALJ. 	Thus, 	the ALJ held 	that 	the Association
met 	its 	burden with 	respect 	to 	the 	first 	prong of 	the 	Grant
test.
As 	to 	the 	second prong of 	the 	Grant 	test, 	the ALJ 	reasoned
that 	the 	addition of 	the 	four 	learning 	specialists 	to 	the
Council 	would, 	in all 	likelihood, 	adversely affect 	EVEA's
ability 	to 	consult 	with 	the 	District 	on 	educational 	matters.
She 	assumed 	that 	"the 	actual 	'speaking 	time' 	of 	each 	Council
member 	would 	no doubt be 	limited because 	of 	the 	numbers 	of
persons 	participating 	in the meetings." 	Additionally, 	if 	the
District 	were 	free 	to 	unilaterally 	alter 	established procedure
as 	it 	saw 	fit, 	there would be 	a potential 	for 	the 	District 	to
completely 	ignore 	the Association's 	right 	to consult. 	As 	a
result, 	the ALJ concluded, 	the District's 	action 	in this
instance 	constituted 	a 	change 	of policy, 	having a 	generalized
effect 	on 	the 	terms 	and 	conditions 	of 	employment 	of 	the 	unit
members.
Regarding 	the 	third prong of 	the 	Grant 	test, 	the ALJ 	relied
upon Jefferson 	School 	District 	(1980) 	PERB Decision No. 	133
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in holding 	that 	the 	procedure 	for 	implementing 	the 	exclusive
representative's 	statutory 	right 	to consult 	is 	a matter 	within
the 	scope 	of 	representation. 5
Hence, 	finding 	that 	all 	three 	elements 	of 	Grant were met by
the Association, 	the ALJ 	concluded 	that 	the 	District made 	an
unlawful 	unilateral 	change 	in adding 	the 	specialists.
DISCUSSION
Role 	of 	Instructional 	Council
The 	District 	excepts 	to the ALJ's 	finding 	that 	the 	Council
was 	the 	means 	by which 	EVEA 	fulfilled 	its 	statutory 	right 	to
consult 	with 	the 	District. 	The grounds 	upon which 	the 	District
relies 	in raising 	this exception are: 	(1) 	the 	"meet and confer"
sessions 	have 	always been 	the 	means 	for 	exercise 	of 	consultation
rights, 	and 	(2) 	the parties did not 	treat 	the Council as a
consultation 	vehicle.
It 	is 	clear 	from 	the 	record 	that 	the 	"meet 	and 	confer"
sessions 	have 	not 	served 	as 	the 	channel 	through which 	the
5It should 	be 	noted 	that 	the 	validity 	of 	the 	Board's
holding 	in Jefferson, 	with 	respect 	to 	this 	particular 	issue,
is 	questionable. 	There 	the 	Board held 	that, 	while educational
policy matters 	are 	not within 	scope 	and 	not 	negotiable, 	the
procedures 	for 	consulting on 	such 	nonnegotiable matters 	must,
indeed, 	be negotiated. 	Section 3543.2(a) 	addresses 	the
exclusive 	representative's 	right 	to 	consult 	on 	educational
objectives 	as 	a matter 	that 	is 	separate 	and apart 	from 	those
matters 	falling within the 	scope 	of 	representation. 	Moreover,
there 	is 	no basis 	for 	drawing a distinction between the
procedures 	for 	consultation 	and 	the 	substance 	of 	the 	right
itself. 	(See 	San Mateo 	City School 	District 	v. 	PERB 	(1983)
33 Cal.3d 850, 	861-862.) 	Nonetheless, 	because this 	is not a
jurisdictional 	issue, 	nor was 	it 	raised or 	addressed by 	the
parties, 	this 	issue 	is not presently before us.
Association 	exercised 	its 	consultation 	rights. 	The 	subject
matter 	of 	these 	meetings 	— 	teacher 	complaints 	or 	job-related
problems 	— 	has 	never 	been 	even 	remotely 	related 	to 	educational
objectives 	or 	curriculum 	issues.
Despite 	the 	lack 	of 	an express 	agreement between 	the
parties 	regarding 	the 	function of 	the Council, 	it 	is 	evident
that 	the 	Council 	meetings 	served as 	consultation 	sessions 	in
light 	of 	the 	stated purposes 	of 	the 	Council 	(i.e., 	to make
recommendations 	on 	educational 	objectives, 	curriculum 	changes
and the like). 	It 	should be noted, 	however, 	that during the
relevant 	time 	period 	the 	scope 	of 	the 	Council 	was 	clearly
broader 	than merely 	serving 	as 	the 	forum 	for 	the 	exercise
of 	the Association's 	consultation 	rights. 	In addition to
consulting with 	EVEA, 	the 	District 	obtained 	input 	from 	the
community via 	the parent 	representatives 	on the 	Council, 	as
well 	as 	from 	curriculum 	specialists 	and 	curriculum directors. 6	6
The 	Council 	also addressed 	issues 	such 	as 	in-service 	training
for 	certificated 	staff. 	Further, 	the 	Council was 	originally
established by 	the 	District 	to 	comply 	with 	Education 	Code
provisions,7 and 	it 	was 	established prior 	to 	EVEA's
certification as 	exclusive 	representative. 	Thus, 	the 	Council
was 	simply 	a preexisting 	District 	committee 	which 	EVEA was 	able
6See 	footnote 	3.
7See 	Education 	Code 	section 	60262 	(formerly 	Ed. 	Code,
sec. 	9462).
13
6
to utilize 	for 	its 	own purposes. 	The 	Council 	was 	not 	thereby
converted 	into 	an 	exclusive 	committee 	for 	EVEA consultation,
but 	it was 	used 	for 	this 	purpose 	among 	others.
Accordingly, 	we 	reject 	the 	District's 	exception on 	this
ground 	and 	affirm 	the 	ALJ's 	conclusion 	that 	the 	Council 	was
the 	forum 	for 	the 	exercise 	of 	the 	EVEA's 	consultation 	rights.
Addition 	of 	Learning 	Specialists
A 	second 	exception 	asserted by 	the 	District 	goes 	to 	the
ALJ's 	conclusion 	that 	the 	addition of 	the 	learning 	specialists
constituted 	a 	change 	in policy having 	a deleterious 	effect 	on
EVEA's 	interests. 	The 	District observes 	that 	the 	learning
specialists 	cannot 	vote 	or make motions 	at 	the 	Council meetings,
and 	that 	they 	are members 	of 	the bargaining unit 	who participate
in Council 	meetings 	solely 	to provide 	another 	viewpoint 	and 	lend
their 	expertise, 	primarily with respect 	to curriculum 	issues.
Moreover, 	the 	District points 	out 	that 	there 	was 	no allegation
in EVEA's 	amended charge, 	or at 	the hearing, 	that 	EVEA was
prevented 	from 	effectively providing 	input 	at 	Council 	sessions
as 	a result of 	the addition of 	the 	specialists. 	Thus, 	the
District 	contends 	that 	there 	was 	no discernible 	change 	relative
to 	EVEA's 	consultation 	rights.
We 	find 	the 	District's 	exception 	a 	valid 	one 	inasmuch 	as
the 	District's 	action did 	not 	constitute 	a 	change 	in 	the
established 	practice 	as 	to 	the 	EVEA 	representative 	member 	and
the 	teacher members 	of 	the 	Council. 	Secondarily, 	even assuming
that 	the 	District's 	action did 	amount 	to a 	change 	in policy,
14
15
we 	find 	that 	there 	was 	no 	resulting 	material 	and 	significant
effect 	or 	impact 	on 	the 	terms 	and 	conditions 	of 	employment 	of
bargaining 	unit 	members.
Change 	in 	Established 	Practice
Initially, 	it 	is 	necessary to 	identify the established
practice 	in order 	to determine 	whether 	or 	not 	a change was
made. 	The 	practice 	at 	issue was 	established pursuant 	to 	the
oral 	agreement between Chaffin 	and 	Reising. 	Their 	agreement
deals 	with 	nothing more 	than 	the 	process 	whereby an 	EVEA
representative 	member 	and 	the 	teacher 	members 	are 	selected 	for
the 	Council. 	The 	composition of 	the Council, 	other 	than 	the
added 	EVEA representative, 	was 	not 	addressed 	or 	affected by 	the
oral 	agreement.
The addition of 	the 	learning specialists 	to the Council, 	as
nonvoting participants, 	did not 	constitute 	a 	change 	in policy
under 	these 	circumstances. 	The 	EVEA did 	not 	lose 	its 	"voice"
in the Council. 	Although Policy No. 	2310E-R, 	section II, 	A(2),
is 	somewhat 	ambiguous 	as 	to the 	selection process 	for 	teacher
members 	from each of 	the 	school 	sites, 	the Association did not
allege 	in 	its 	charge 	that 	this 	process 	was 	interfered with by
the 	District. 	While 	the 	record 	is 	not 	entirely clear on 	this
matter, 	it 	appears 	that 	the procedure 	remained the 	same 	(i.e.,
EVEA-run 	elections 	at 	each 	site 	to 	select 	one 	teacher member
from 	each 	site) 	pursuant 	to 	the 	"shall 	recommend" 	language 	of
section II, A(2)(a). 	Moreover, pursuant to section II,
A(2)(b), 	the 	EVEA retained 	its Council 	representative. 	The
16
EVEA's 	proportional 	voting power 	and 	recommendations 	were
likewise 	not 	affected. 	There 	is 	no evidence 	that 	the 	District
intended 	to, 	or 	in 	fact did, 	change 	the 	established practice 	as
to 	the 	EVEA 	representative member 	and 	the 	teacher 	members 	in
adding 	the 	nonvoting 	learning 	specialists 	to 	the 	Council.
Consequently, 	the ALJ's 	conclusion 	that 	the 	District
unilaterally 	implemented 	a 	change 	in policy 	is 	not 	supported
by 	the 	record.
Generalized 	and 	Material 	Effect 	Upon 	Terms 	and 	Conditions
Even 	assuming 	that 	the 	District's 	addition of 	the 	learning
specialists 	did amount 	to a change 	in policy, 	there 	is 	no
basis 	for 	the ALJ's 	finding as 	to 	the 	negative 	effect 	on 	the
Association's 	or 	its 	members' 	right 	to consult 	caused by the
addition of 	the 	learning specialists. 	In 	fact, 	the ALJ's
speculative 	reasoning 	on 	this 	point8 is 	readily apparent 	from
the 	following 	passage 	contained 	in 	the 	proposed 	decision:
It might be argued that, 	in this 	instance,
the 	addition of 	the 	four 	learning
specialists, 	who are 	also bargaining unit
members, 	could not 	adversely affect 	EVEA's
consultative interests. 	However, 	if the
District 	is 	free 	to unilaterally modify 	the
established 	procedure 	to 	suit 	its 	purposes
as 	desired, 	it 	could 	result 	in a complete
derogation 	from 	the 	right 	of 	consultation
guaranteed by 	the 	Act.
8The 	EVEA filed 	this 	charge 	in April 	of 	1984, 	which means
there had 	already been at 	least 	six 	Council 	meetings 	where 	the
learning 	specialists were 	in attendance. 	Nonetheless, 	the
Association provided no evidence as 	to what 	effect, 	if 	any,
their 	presence 	at 	the meetings had on 	EVEA's 	right 	to consult.
We 	cannot 	speculate 	to 	fill 	in 	such 	a 	gap.
17
Board precedent 	dealing 	with 	the 	issue 	of 	unilateral
changes 	in health 	care benefit providers 	is 	instructive here.
A comprehensive 	analysis 	of 	relevant precedent 	in 	this 	area 	can
be 	found 	in 	the 	Board's 	decision 	in 	Trinidad 	Union 	Elementary
School 	District/Peninsula 	Union 	School 	District 	(1987) 	PERB
Decision No. 	629. 	In Trinidad, 	the district unilaterally
switched 	to a 	self-funded dental plan. 	The 	Board held 	that
such a change, 	in and of 	itself, 	does not constitute a per se
violation of 	EERA. 	(See 	also Plumas 	Unified 	School 	District
(1986) 	PERB Decision No. 	578.) 	The determinative 	issue becomes
whether 	or 	not 	the 	change had 	a 	"material 	and 	significant
effect 	or 	impact 	upon 	the 	terms 	and 	conditions 	of 	employment."
(Trinidad, 	supra, 	at p. 	9 	(quoting Oakland Unified School
District 	v. 	PERB 	(1981) 	120 Cal.App.3d 	1007, 	1012).) 	The Board
pointed 	out 	that, 	for 	this 	standard 	to be met, 	"(t)here must be
some 	cogent 	evidence 	that 	changes 	have happened 	or 	will 	happen,
which 	have 	significantly 	changed 	or 	will 	significantly 	change
employee benefits." 	(Trinidad, 	supra, 	at p.15, 	fn. 	5.)
Finding 	no 	such 	evidence 	of material 	changes 	in 	employee
benefits 	as 	a 	result of 	the district's 	unilateral 	action,
the 	Board 	in 	Trinidad held 	that 	there 	was 	no 	violation 	under
section 3543.5(c).
In 	the 	instant 	case, 	we 	find 	that 	EVEA 	failed 	to meet 	its
burden of 	proof 	with 	regard 	to 	the 	required 	"effect" 	element 	in
the 	alleged 	unilateral 	change 	violation. 	The 	record 	does 	not
support 	a 	finding 	that 	the 	augmentation of 	the 	Council 	with 	the
18
specialists has had 	any effect 	on 	the 	unit members' 	statutory
right 	to consult. 	Further, 	there 	is 	no evidence 	from which 	it
could be 	inferred 	that, 	in the 	future, 	there will be 	some
significant 	change 	in 	the 	union's 	statutory 	consultation
right. 	The union produced no evidence, 	for 	instance, 	which
would 	support 	a 	finding 	that: 	(1) 	the 	EVEA's 	"speaking time"
has been, 	or will be, 	diluted by the presence of 	the
specialists 	at the meetings; 	or 	(2) 	even 	if 	there were such a
dilution, 	this has 	or will have a material 	effect upon 	the unit
members' 	terms 	and conditions 	of employment.
Change 	in Meeting 	Time
Finally, 	we 	affirm 	the ALJ's 	dismissal 	of 	the portion of
EVEA's 	charge 	regarding 	the 	one-time 	change 	in meeting 	time 	on
the 	ground 	that 	the 	District's 	action did 	not 	constitute 	a
change 	in policy.
CONCLUSION
In 	sum, 	we 	reverse 	the ALJ's 	proposed decision 	insofar 	as
it holds 	that 	the 	District 	effected 	an unlawful 	unilateral
change 	in violation of 	section 3543.5(c) 	and, 	derivatively,
section 3543.5(a) 	and 	(b), 	when it added 	the 	four learning
specialists 	to 	the 	Instructional 	Council. 	Additionally, 	we
affirm 	the proposed 	decision with 	respect 	to 	its 	dismissal 	of
the portion of 	the 	charge 	relating 	to 	the 	change 	in Council
meeting 	time.
ORDER
Case No. 	LA-CE-1964 	is hereby DISMISSED.
Members 	Craib 	and 	Shank 	joined 	in 	this 	Decision.
STATE 	OF 	CALIFORNIA
PUBLIC 	EMPLOYMENT 	RELATIONS 	BOARD
ELSINORE 	VALLEY 	EDUCATION
ASSOCIATION, 	CTA/NEA,
Charging 	Party,
v.
LAKE 	ELSINORE 	SCHOOL DISTRICT,
Respondent.
Unfair 	Practice 	Charge
Case 	NO. 	LA-CE-1964
PROPOSED 	DECISION
(9/13/85)
Appearances: 	A. 	Eugene Huguenin, 	Jr. 	(California Teachers
Association), 	Attorney for 	Elsinore Valley Education
Association, 	CTA/NEA; 	James C. 	Whitlock 	(Parham & Associates,
Inc.) 	for 	Lake 	Elsinore School District.
Before: 	W. 	Jean Thomas, 	Administrative Law Judge.
INTRODUCTION
This 	case 	addresses 	the question 	of whether 	the Respondent
was 	required 	to 	meet 	and 	negotiate with 	the 	Charging 	Party
before 	unilaterally 	changing 	the 	meeting 	time 	and 	the
composition 	of 	the 	membership of 	a 	District 	advisory 	committee
on 	instructional matters. 	This 	committee has 	served as 	the
vehicle 	through which 	the 	Association 	exercises 	the 	statutory
right 	to 	consult 	on 	educational 	matters.
PROCEDURAL 	HISTORY
On April 16, 	1984, 	the Elsinore Valley Education
Association, 	CTA/NEA 	(hereafter 	EVEA or 	Charging Party) 	filed
an unfair 	practice 	charge 	against 	the 	Lake 	Elsinore 	School
District 	(hereafter District or Respondent). 	The charge, 	as
amended July 20, 	1984, 	alleged that 	the District violated
section 3543.5(a), 	(b) and 	(c) 	of the Educational Employment
This Board agent decision has been appealed to
the Board itself and is not final. 	Only to the
extent the Board itself adopts this decision and
rationale may it be cited as precedent.
Relations 	Act 	(hereafter 	EERA 	or 	Act)1 by 	unilaterally
implementing 	changes 	in 	the 	policy 	and procedure 	used 	by 	the
EVEA 	for 	the 	exercise 	of 	consultation 	rights 	guaranteed 	by
section 3543.2.2
1The 	Educational 	Employment 	Relations 	Act 	is 	codified 	at
Government 	Code 	section 	3540 	et seq. 	All 	future 	references 	are
to 	the Government Code unless 	otherwise 	noted.
Section 	3543.5 	states 	as 	follows:
It 	shall be 	unlawful 	for 	a public school
employer 	to:
(a) 	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.
(b) 	Deny to 	employee 	organizations 	rights
guaranteed 	to 	them by 	this 	chapter.
(c) 	Refuse or 	fail 	to meet and negotiate
in 	good 	faith with 	an 	exclusive
representative.
2Section 	3543.2(a) 	defines 	the 	scope 	of 	representation,
in pertinent part, 	as follows:
(a) 	The 	scope of 	representation 	shall be
limited to matters 	relating to wages, 	hours
of employment, 	and other 	terms and
conditions of employment. 	. 	. 	In addition,
the 	exclusive 	representative 	of 	certificated
personnel 	has 	the 	right 	to consult on 	the
definition of educational objectives, 	the
determination 	of 	the 	content 	of 	courses 	and
curriculum, 	and 	the 	selection of 	textbooks
to 	the 	extent such matters 	are within 	the
discretion 	of 	the public 	school 	employer
under 	the 	law. 	All matters not
N
• 	• 	• 	• 	•
2
'
specifically 	enumerated 	are 	reserved 	to 	the
public 	school 	employer 	and may not be 	a
subject of meeting and negotiating, 	provided
that 	nothing herein 	may be 	construed 	to
limit 	the 	right 	of 	the public 	school
employer 	to 	consult with 	any employees 	or
employee 	organization 	on 	any matter 	outside
the 	scope 	of 	representation.
On August 14, 	1984, 	the Office of the General Counsel of
the 	Public 	Employment Relations 	Board 	(hereafter 	PERB 	or 	Board)
issued 	a Complaint 	in this matter, 	Concurrently 	with 	the
issuance 	of 	the 	complaint, 	this 	charge was 	consolidated with
another 	unfair 	practice 	charge 	involving 	both 	parties
(LA-CE-1968) 	for 	informal 	conference purposes only.
The Respondent filed an Answer 	on August 	29, 	1984,
admitting certain 	factual 	allegations, 	denying others 	and
raising affirmative defenses. 	On September 	7, 	1984, 	the
informal 	conference originally scheduled 	for 	September 	21, 	1984,
was 	rescheduled for 	September 	24, 	1984. 	The 	informal
conference 	scheduled 	for 	September 	24 	was 	not held because 	the
instant 	charge was 	consolidated with 	eight 	other 	active 	PERB
cases 	for 	a 	consolidated 	informal 	conference 	conducted
October 	17-18, 	1984. 	This conference, 	however, 	did not resolve
the dispute.3
3
W
At
the 	time of 	the 	informal 	conference 	there were nine
active 	cases 	before PERB 	involving 	the 	EVEA and 	the 	District.
This 	consolidation was 	an 	attempt by PERB 	to 	effect 	a mediated
resolution of 	all 	disputes between 	the parties.
W
3
3
4
On October 	22, 	1984, 	Respondent filed a 	Motion to Dismiss
the Complaint and on October 	31, 	1984, 	Charging Party filed an
Opposition 	to Respondent's 	Motion 	to 	Dismiss.
On October 	30, 	1984, 	a consolidated pre-hearing conference
was 	conducted on 	all 	nine 	charges 	to 	determine 	the order 	of
presentation of 	cases 	for 	formal 	hearing. 	At 	that 	conference,
it was 	decided 	that 	the 	instant 	case would be 	heard separately
from the 	other 	cases. 	A formal 	hearing was 	conducted 	on
February 5, 	1985. 	During the hearing, 	Respondent's Motion 	to
Dismiss 	was 	taken 	under 	submission 	for 	a 	ruling with 	the
proposed 	decision.
Post-hearing briefs 	were 	filed 	and 	this 	case 	was 	submitted
on April 26, 	1985.
FINDINGS OF 	FACT
A. 	Background
The 	Lake 	Elsinore 	School 	District 	is 	a public 	school
employer within 	the meaning of section 3540.l(k). 	The 	EVEA is
an 	employee 	organization within 	the meaning of
section 	3540.l(d), 	and is 	the exclusive representative of 	the
certificated bargaining unit. 	This 	unit 	consists of
approximately 100 	employees. 	The District has 	4 	school 	sites
and an enrollment of 	2600 pupils 	in grades 	K-6.
At 	the 	time of 	the events 	giving rise to this 	charge, 	the
parties were 	signatories 	to 	a 	collective bargaining agreement
55
(hereafter 	CBA or 	agreement) 	in effect 	for 	the 	term
July 1, 	1982 - June 30, 	1985. 	This agreement was ratified in
late April 1983.
B. 	The 	District 	Instructional 	Council
For 	many years 	the 	District has 	maintained a 	standing
committee 	to 	review 	and make 	recommendations 	regarding 	the
selection of 	textbooks 	and 	other 	instructional 	materials.
Since at 	least 	1977, 	this 	committee has been known as 	the
instructional 	council. 	The purpose 	of 	the 	council 	is 	to:
. 	. 	. make recommendations to the
Superintendent 	regarding 	(1) 	the 	selection
and 	adoption 	of 	instructional 	materials
including textbooks, 	(2) 	screening and
recommended 	adoption 	or 	denial 	of 	curriculum
change proposals, 	(3) 	inservice training for
certificated staff, 	(4) 	priority needs of
the instructional programs, 	(5) proposed
curriculum 	changes 	that 	would 	have
districtwide 	implication 	or 	would 	require
action 	by 	the 	Board 	of 	Trustees 	for
implementation, 	and 	(6) 	review complaints of
instructional materials 	used 	in 	the 	Elsinore
Public 	Schools.
There 	is 	no 	factual 	dispute 	concerning 	the 	function 	of 	the
instructional 	council.
On 	May 5, 	1983, 	the District board 	adopted policy
#2310E-R 	which 	established 	the 	procedures 	for 	the 	selection
and 	adoption 	of 	textbooks 	and 	instructional 	materials 	for 	the
District. 	These procedures, 	which were amended
December 	15, 	1983, 	include the purpose of the 	instructional
66
council 	set 	forth 	above. 	Part 	II 	of 	the procedures outlines,
among other 	things, 	the 	composition 	of 	the 	council membership
and the manner 	of 	the 	election/appointment 	of 	each 	member. 	It
reads as 	follows:
II. 	Committees
A. 	District 	instructional 	Council
1. 	The 	Superintendent 	shall 	recommend 	one
administrator 	as 	a member 	of 	the 	District's
Instructional Council, 	referred to hereafter
as 	the 	Instructional 	Council.
2. 	Elementary principals 	shall 	recommend
one 	teacher 	from each 	elementary 	school 	as 	a
member 	of 	the District's 	Instructional
Council, 	referred 	to hereafter 	as 	the
Instructional Council.
a. 	Site 	staff 	shall 	recommend 	one
teacher 	from each 	site.
b. 	EVEA elects one person at 	large.
3. 	The 	Superintendent 	shall 	review 	the
recommendations 	for 	membership 	to 	the
Instructional 	Council 	and 	make 	the 	necessary
appointments, 	ensuring that all 	grade
levels, 	kindergarten through grade six, 	are
reasonably 	represented.
4. 	The 	Superintendent 	shall 	appoint 	two
citizens 	to 	serve 	on 	the 	District
Instructional Council.
5. 	The 	Director 	of 	Education 	Services
shall 	serve as 	an 	ex-officio member 	of 	the
Instructional 	Council.
6. 	Provisions 	for 	augmenting 	the
Instructional 	Council when 	specific 	tasks,
i.e., 	selection 	of 	instructional 	materials
are necessary, 	shall 	be 	the 	responsibility
of 	the Superintendent 	or 	designee. 	Each
building 	principal 	and 	Instructional 	Council
member 	shall 	make 	recommendations 	to 	the
7
• 	• 	• 	• 	• 	• 	• 	• 	• 	•
7
Superintendent 	of 	Schools 	the 	expertise
necessary 	to 	fulfill 	the 	responsibilities 	of
the Council. 	(Sic.)
a. 	Upon 	consensus 	of 	the
Instructional 	Council 	certain 	issues
may warrant 	review by 	the 	total 	faculty
and 	representatives' 	votes will 	be
according 	to 	the 	site 	recommendations.
(Sic.)
7. 	The 	Director 	of 	Education 	Services
shall 	serve as 	the 	representative 	in 	contact
with 	publisher's 	agents 	and 	shall 	serve 	as
liaison 	between 	the 	chairperson 	of 	the
Instructional Council. 	(Sic.)
9. 	The 	instructional 	Council 	chairperson
shall 	be 	chosen by 	the 	Superintendent.
There 	is 	no 	reference 	in 	the CBA to 	the 	instructional
council, 	nor 	is 	there any written 	document which 	states 	that
the 	instructional 	council 	is 	recognized 	by 	EVEA and 	the
District 	as 	the 	vehicle 	through which 	EVEA exercises 	the
consultation rights provided 	for 	in 	section 	3543.2(a).
The 	District 	disputes 	EVEA's 	contentions 	(1) 	that 	there was
ever 	an 	agreement 	or 	understanding 	reached with 	EVEA 	concerning
the procedure 	for 	the 	selection 	of 	teachers 	to 	serve 	on 	the
instructional 	council, 	including the 	election of 	a 	designated
EVEA representative 	to the committee and 	(2) 	that 	such
agreement was 	incorporated 	into 	the 	procedures 	contained 	in
board 	policy 	#2310E-R.
The 	focus 	of 	this 	dispute 	centers 	on 	testimony given by
Halle Reising, 	formerly a 	teacher with 	the 	District 	for 	10
8
8
years and an 	ex-EVEA president. 	Reising, 	who was 	the president
of 	EVEA from 1979-82, 	was 	a member 	of 	the 	instructional 	council
during the 	1977-78 	and 	1978-79 	school 	years. 	She 	testified
that 	during her 	tenure 	as 	EVEA president 	in 	the 	1979-80 	school
year, 	she had several discussions with Norman Chaffin, 	the
District 	administrator 	in 	charge 	of 	personnel 	and 	employer
relations with 	EVEA, 	regarding 	the 	then-existing procedure 	for
selecting/appointing 	teachers 	to 	the 	instructional 	council.
Reising described it 	as 	a 	"helter-skelter" 	method of
selection. 	There was no known 	District policy or 	procedure
governing 	the 	selection 	process 	and 	it 	varied 	at 	each 	school.
At 	one 	school 	both 	representatives 	were 	elected by 	the 	site
staff, 	at 	another 	both were appointed by the principal, 	and at
the 	remaining school 	it was 	a 	combination 	of 	election 	and 	an
appointment. 	Two 	teachers were 	elected/appointed 	in 	this
manner 	from each 	of 	the 	three 	elementary schools. 	There was 	no
designated 	EVEA 	representative 	on 	the 	instructional 	council.
Reising 	felt 	that 	the 	selection process 	needed 	to 	be 	more
uniform, 	she also 	felt 	that 	there 	should be 	an 	EVEA
representative 	on 	the 	council 	to provide 	organizational 	input.
According 	to 	Reising's 	unrebutted 	testimony, 	during 	the 	1979-80
school 	year 	she 	and Chaffin 	reached 	an 	oral 	agreement 	about
initiating a 	uniform procedure 	for 	the 	selection 	of 	teacher
members 	of 	the 	instructional 	council. 	This 	procedure 	included
99
the 	election 	of 	a 	designated 	EVEA 	representative. 	This
agreement was 	never 	reduced 	to writing. 	However, 	it was agreed
that 	Reising would 	inform 	the 	bargaining 	unit 	members 	about 	the
election 	procedure 	and 	Chaffin 	would 	notify 	the 	District
administrators. 	EVEA sent 	out written 	information 	to 	all
bargaining 	unit 	members 	about 	the 	election 	procedure 	that would
be 	followed starting 	the 	spring of 	1980.
According 	to Reising, 	it was agreed 	that 	there would be 	two
instructional 	council 	representatives 	from each 	site. 	One 	of
the 	two 	site 	representatives 	was 	to 	be 	elected 	through 	an
election 	conducted by 	the 	EVEA 	site 	faculty 	representative.
Only 	tenured 	teachers who were 	EVEA members were 	permitted 	to
participate 	in 	this 	election. 	Following 	the 	EVEA 	conducted
elections, 	the principal 	at each 	site would 	then appoint 	the
second site 	representative. 	There was 	no 	restriction as 	to
tenure 	or 	EVEA membership 	for 	the 	representation 	appointed by
the principals. 	However, 	it was agreed that the principals
would wait 	until 	the 	EVEA election was 	concluded 	before 	making
their 	appointments 	to determine 	the 	grade-levels, 	(primary or
intermediate) 	represented by 	the 	elected 	representatives 	to
ensure 	representation 	at 	all 	grade 	levels 	between 	the 	two 	site
teacher 	representatives. 	This 	election/appointment procedure
was 	implemented 	at 	all 	elementary 	school 	sites 	in 	the 	spring of
1980.
10
The 	EVEA-designated 	representative was 	elected 	in
conjunction with 	the 	annual 	election 	of 	the 	EVEA executive
officers. 	The 	first 	EVEA 	representative 	to 	the 	committee was
elected 	in 	May 	1980. 	This person began serving as 	a member 	of
the 	instructional 	council 	in 	the 	fall 	1980.
The 	election/selection 	procedure 	described 	above was 	in
effect 	at 	least 	through 	the 	1981-82 	school 	year 	which was 	the
end of Reising's 	tenure as 	EVEA president. 	Although 	she never
saw anything 	in writing about 	the procedure, 	Reising believed
that 	Chaffin 	had 	communicated with 	the 	administrators, 	as
agreed, 	because 	of 	the uniform way 	in which 	the
elections/appointments were 	done at 	all 	school 	sites.
Reising 	admitted 	during her 	testimony 	that 	the 	language 	of
Board 	policy 	#2310E-R does 	not 	totally 	reflect 	the 	agreement
that 	she 	maintains was 	reached with 	Chaffin 	about 	EVEA's 	role
in 	conducting elections 	for 	one member 	at 	each 	school 	site 	for
the 	instructional 	council. 	The 	language 	in question 	simply
states 	that 	"site 	staff 	shall 	recommend 	one 	teacher 	from each
site."
Although 	the 	District 	disputes 	EVEA's 	contention about 	an
oral 	agreement, 	the District 	failed 	to rebut Reising's
testimony. 	Reising was 	found to be a 	credible witness. 	Her
recall 	of 	substantive 	events 	occurring 	during 	the 	1979-80
school year was very good. 	Her 	testimony, 	therefore, 	is
credited. 	Thus, 	even 	though 	District board policy 	#2310E-R
11
does 	not 	contain a 	detailed procedure 	for 	the
selection/appointment of 	the 	teacher 	members 	to 	the
instructional 	council, 	it 	is 	found 	that 	the procedure described
by Reising 	is 	the procedure 	that was 	used by 	the 	District 	from
the spring of 	1980 	through 	the 	end 	of 	the 	1981-82 	school 	year.
Further, 	there 	is 	no credible evidence which establishes 	that
this procedure was subsequently modified, 	in practice, 	during
the 	time period 	relevant 	to 	this 	charge.
It 	is 	undisputed 	that 	from 	the 	fall 	of 	1980 	until
October 	1983 	the 	instructional 	council 	meetings were 	normally
held 	monthly 	during 	the 	school 	year 	and were 	held 	on 	release
time 	for 	the 	teacher 	members. 	The meetings were 	scheduled 	to
begin around 	8:30 	or 	9:00 	a.m. 	in 	the 	morning 	during 	the
teachers' 	regular 	instructional 	day and 	continued 	until 	the
session was 	completed or 	until 	the 	end of 	the 	teachers' 	seven
and one-half hour workday, 	whichever 	occurred 	first. 	The
teacher 	members 	of 	the 	committee were 	excused 	from 	their
instructional 	duties 	to attend 	the meetings 	and 	substitutes
were 	employed by 	the 	District 	to 	cover 	their 	assignments. 	The
instructional 	council 	membership was 	comprised 	of 	two 	teacher
representatives 	from each 	school 	site, 	a 	designated 	EVEA
representative, 	a 	chairperson appointed by the 	superintendent,
the 	director 	of 	educational 	services 	and 	two 	parent 	representatives
who were 	the 	citizen members 	appointed by 	the 	superintendent.
12
The 	instructional 	council 	had 	its 	first 	1982-83 	school 	year
meeting on 	September 	22, 	1982. 	The meeting time 	for 	subsequent
meetings 	during 	the 	school 	year 	was 	discussed 	as 	an 	agenda
item. 	During this discussion, 	Steve 	Enoch, 	a principal and the
chairperson 	of 	the 	committee, 	suggested 	that 	the meetings be
held 	in 	the 	afternoon 	in 	order 	not 	to 	take 	so much 	class 	time
of 	the 	teacher members. 	The members 	thereafter 	unanimously
voted 	to hold 	the 	next meeting 	in 	the afternoon.
The 	next 	meeting 	started 	around 	noon 	and 	lasted 	through 	the
afternoon. 	During 	the 	fall 	of 	1982 	the 	council 	had 	two or
three of 	its meetings on 	the afternoon schedule, 	and 	then
reverted back 	to 	all-day meetings which 	started 	in 	the
morning. 	The 	all-day schedule was 	followed 	for 	the balance 	of
the 	1982-83 	school 	year.
The 	first 	meeting of 	the 	instructional 	council 	for 	the
1983-84 	school year was held October 	19, 	1983. 	It 	is
stipulated 	and 	found 	that 	the 	District 	changed 	the 	practice 	of
scheduling 	all-day 	instructional 	council 	meetings 	on
October 	19, 	1983, 	by scheduling that meeting to begin at
2:30 	p.m. 	The meeting actually 	convened 	at 	2:41 	p.m. 	This
time was 	after 	the 	instructional 	day 	for 	most 	of 	the 	teacher
members 	of 	the 	council.
The 	District 	decided 	to 	change 	the 	meeting 	time 	because 	it
was 	experiencing budgetary problems 	at 	the 	beginning of 	the
13
1983-84 	school year. 	There was 	also 	some 	difficulty 	in 	finding
substitutes 	for 	the 	teachers.
One of 	the 	agenda 	items 	at 	the October 	19 	meeting was 	the
starting 	time 	and 	length 	of 	future meetings 	for 	the 	rest 	of 	the
school year. 	After 	some discussion, 	it was 	agreed that 	the
meetings would start at 	1:00 	p.m. 	and 	last 	for 	2 	hours.
Release 	time would be 	granted 	and 	substitute 	coverage 	arranged
for 	the 	four 	teacher 	members 	affected by this 	schedule. 	It was
further 	agreed 	that 	any meeting 	time past 	the 	two hours would
be 	on 	time 	volunteered by 	the 	teachers.
Following the 	October 	19 	meeting, 	the 	District 	experienced
problems 	trying 	to arrange 	for 	partial-day substitutes. 	Hence,
after 	the October 	19 	meeting, 	the 	instructional 	council
meetings were 	scheduled 	as 	all-day sessions 	for 	the 	rest 	of 	the
1983-84 	school 	year. 	The 	teacher 	members 	attended on 	release
time 	as 	they had 	done previously.
Starting with 	the October 	19 	meeting, 	Superintendent 	Flora
added 	four 	members 	to 	the 	instructional 	council. 	The 	four
persons were 	teachers who held positions 	with 	the 	District 	as
learning specialists. 	The 	learning specialists 	are members 	of
the 	certificated bargaining 	unit. 	They had 	full 	council
membership, 	except 	for 	the right 	to vote on matters before 	the
council. 	Superintendent 	Flora 	testified 	that he 	added 	the
learning 	specialists 	to 	the 	instructional 	council 	because 	of
their 	expertise 	in 	curriculum and 	instructional 	matters.
14
At the October 	19 meeting, 	revisions 	to 	District board
policy #2310E-R were 	discussed. 	Such 	revisions, 	if adopted,
would have 	included 	adding 	the 	learning 	specialists 	as
ex-officio members 	of the 	instructional 	council. 	The record
does not 	reveal whether 	their 	status 	as 	"ex-officio" 	members
would have 	included 	the 	right 	to 	vote.
C. 	Meet 	and Confer 	Meetings
There 	is 	some 	dispute 	in 	the 	record regarding the purpose
of 	the 	"meet 	and 	confer" 	meetings 	that 	EVEA and 	the 	District
have held over 	a 	number 	of years. 	The meetings 	are 	informal
sessions 	that have been 	conducted 	on 	a 	regular 	monthly basis.
They occur 	outside 	of 	the 	contract 	negotiation 	sessions 	and
have 	involved 	EVEA 	representatives 	and 	the 	superintendent 	or
his 	designee.
Superintendent 	Flora 	testified 	that 	these 	meetings 	were
established prior 	to 	the beginning of his 	employment with 	the
District 	in 	1980 	and have 	continued 	during his 	administration.
Although 	the 	superintendent was 	not 	specific 	about 	the 	subjects
discussed by 	the parties 	during the meetings, 	he 	implied 	that
EVEA 	could have 	used 	the 	sessions 	as 	the 	mechanism 	to 	exercise
its 	statutory 	consultation 	rights.
Reising 	testified 	that 	during her 	tenure 	as 	EVEA president
from 1979-82, 	the 	"meet and confer" 	meetings were 	for 	the
express 	purpose 	of 	attempting 	to 	informally 	resolve 	teacher
complaints 	or 	job-related problems 	at 	the 	local 	school 	site
15
that 	usually were 	not 	grievable 	under 	the CBA. 	Such 	meetings
were 	attended by 	the 	EVEA president, 	the 	site 	representatives
and 	the 	grievance 	chairperson. 	The 	sessions were 	not 	used 	to
discuss 	curriculum and 	instructional 	matters 	because 	EVEA
viewed the 	instructional 	council 	as 	its 	vehicle 	for
consultation 	on 	these 	subjects.
Although 	the 	testimony of 	Flora 	and 	Reising was 	not 	in
direct 	contradiction 	regarding 	the 	purpose 	of 	the 	"meet 	and
confer" 	meetings, 	Reising's 	testimony was more 	specific about
the 	subject matter 	of 	these meetings. 	Since her 	testimony was
not 	rebutted, 	it 	is 	credited over 	that of Flora on 	this
particular 	point. 	It 	is 	therefore 	found 	that 	the monthly
informal 	"meet 	and 	confer" 	meetings 	held by 	EVEA and 	the
District 	during 	the 	times 	relevant 	to 	this 	charge were 	not 	for
the 	purpose 	of 	consultation 	between 	EVEA and 	the 	District 	on
educational 	matters 	and have 	never 	been 	so 	used by 	EVEA.
ISSUE
Whether the District violated section 3543.5(a), 	(b), 	and
(c) 	by unilaterally 	(1) 	changing the practice of holding the
District 	instructional 	council 	meetings 	on 	release 	time 	for
bargaining unit members 	and 	(2) 	altering the membership of 	the
instructional 	council without 	first 	meeting 	and 	negotiating
with 	the 	Association 	about 	these 	changes?
16
CONCLUSIONS 	OF 	LAW
A. 	Positions 	of 	the Parties
The Association 	contends 	that 	since 	the 	District
instructional 	council 	is 	the vehicle 	through which 	it 	exercises
its consultation rights under 	section 3543.2(a), 	the
Respondent's 	unilateral 	change 	of 	the 	composition 	of 	the
council 	membership 	in October 	1983 	by 	the 	addition of 	the 	four
learning 	specialists 	had 	the 	effect 	of 	"packing" 	the 	council
with 	teacher 	members 	of 	the 	District's 	choosing and 	disrupting
the 	numerical 	balance between 	the 	number 	of 	council 	members
selected 	by 	the 	teachers 	and 	those 	selected by 	the 	District.
Additionally, 	the District's 	change 	in 	the practice of
conducting 	the 	council meetings 	on 	release 	time 	for 	the
teachers 	had potential 	adverse 	impact 	on 	the willingness 	of
teachers 	to 	participate 	on 	this 	committee 	because 	they would
face 	the 	prospect 	of participating entirely on 	their 	own 	time,
instead of 	release 	time.
In 	its motion 	to 	dismiss 	the 	complaint 	and 	in 	its brief,
the Respondent 	argues 	that 	the 	instructional 	council was 	not 	a
negotiated vehicle 	for 	agreed-upon 	use 	by 	the 	Charging Party
and 	the 	Respondent 	to 	discharge 	consultation 	obligations
arising under 	section 3543.2(a). 	Instead, 	the council was a
creation 	of 	District board policy. 	None 	of 	the express
language 	of 	that policy suggests 	that 	one 	of 	the purposes 	of
the 	instructional 	council 	was 	to meet 	the 	employer's 	obligation
to meet 	and consult with 	EVEA. 	Instead, 	Respondent asserts
that 	the 	"meet 	and 	confer" 	sessions were 	appropriately 	the
means 	for 	EVEA to 	exercise 	its 	consultation 	rights.
The 	Respondent 	further 	argues 	that 	since 	the 	inception 	of
the 	instructional 	council, 	the 	superintendent has 	had 	the
authority to appoint all members 	to the 	council. 	Thus 	the
superintendent's 	decision 	to 	add 	the 	learning 	specialists 	to
the 	council 	as 	nonvoting members was within his 	authority.
As 	a 	final argument, 	the District maintains 	that 	the
instructional 	council 	is 	nothing more 	than 	an 	advisory
committee 	to 	the 	superintendent 	regarding 	District
instructional matters. 	Hence, 	the District's actions that are
the 	subject 	of 	this 	charge 	in no way operated 	to 	deprive 	EVEA
or 	any unit 	member 	of 	rights 	guaranteed by 	EERA.
B. 	General 	Principles 	Concerning an 	Unlawful 	Unilateral 	Change
It 	is 	unlawful 	for 	a public school employer 	to 	"refuse or
fail 	to 	meet 	and 	negotiate 	in 	good 	faith with 	an 	exclusive
representative" 	about a matter within 	the 	scope 	of
representation.4 Moreover, 	a unilateral 	change 	in 	terms and
conditions 	of 	employment within 	the 	scope 	of 	representation 	is,
absent a valid defense, 	a per 	se refusal 	to negotiate. 	Pajaro
Valley Unified School District 	(1978) 	PERB Decision No. 	51; 	San
Mateo County Community College 	(1979) 	PERB Decision 	No. 	94;
NLRB v. 	Katz 	(1962) 	369 U.S. 	736 	[50 LRRM 2177].
4
17
4 see 	Fn. 2, supra.	see	4
18
An 	unlawful 	unilateral 	change will 	be 	found where 	the
Charging Party proves, 	by a preponderance of the evidence, 	that
an 	employer 	unilaterally 	altered 	an 	established 	policy. 	Grant
Joint 	Union 	High 	School 	District 	(1982) 	PERB Decision No. 	196.
The 	nature 	of 	the 	existing policy 	is 	a question 	of 	fact 	to be
determined from an 	examination 	of 	the 	record as 	a whole. 	It
may be 	embodied 	in 	the 	terms 	of 	a 	collective agreement 	(Grant,
supra) 	or, where a contract is silent or 	ambiguous as 	to a
policy, 	it 	may be ascertained by examining past practice or
bargaining history. 	Marysville 	Joint 	Unified 	School 	District
(1983) 	PERB Decision No. 	314; 	Rio Hondo Community College
District 	(1982) 	PERB Decision No. 	279.
In Grant, 	the 	Board held 	that 	for 	a Charging Party 	to prove
a violation 	of 	section 	3543.5(c) 	when 	a unilateral 	change 	is
charged, 	it must show: 	(1) 	that the District breached or
otherwise 	altered 	the parties' written 	agreement 	or 	its 	own
established past practice; 	(2) 	that 	the breach 	or 	alteration
amounted 	to a 	change of policy 	(i.e., 	that 	it had a generalized
effect 	or 	continuing 	impact 	upon 	the 	terms 	and 	conditions 	of
employment of bargaining unit members); 	and 	(3) 	that 	the change
of 	policy 	concerned matters within 	the 	scope 	of 	representation.
An 	employer's 	unlawful 	failure 	and 	refusal 	to negotiate
concurrently violates 	an 	exclusive 	representive's 	right 	to
represent 	unit 	members 	in 	their 	employment 	relations
19
(section 	3543.5(b)) 	and 	interferes with 	employees because of
their 	exercise of representational 	rights 	(section 3543.5(c)).
San 	Francisco Community College 	District 	(1979) 	PERB Decision
No. 105.
These 	general 	well-established 	principles 	concerning
unlawful 	unilateral 	changes will 	be 	applied 	to 	the alleged
unlawful 	conduct presented by 	this 	charge.
C. 	Change 	in 	Meeting 	Time
PERB precedent 	is 	clear 	that 	the 	subject of 	release 	time 	is
related 	to wages 	and hours 	and 	is 	therefore within 	the 	scope 	of
negotiations. 	Anaheim 	Union 	High 	School 	District 	(1981)
PERB Decision No. 	177.
There 	is 	no 	evidence 	that 	the parties have 	ever 	negotiated
about 	release 	time 	from 	instructional 	duties 	for 	bargaining
unit members 	to participate 	in 	committee activities 	of 	the
instructional 	council 	activities. 	The 	CBA 	is 	silent 	on 	this
subject. 	However, 	there 	is 	evidence that as a matter 	of
long-standing past 	practice, 	the District has permitted
teachers who 	serve on 	the 	instructional 	council 	to meet 	during
their 	instructional 	day on 	release 	time. 	In 	1982 	the
District's 	desire to 	change 	this practice 	did not work 	out, 	and
thus, 	early morning 	starting 	times 	and all-day meetings
remained 	the 	established 	practice.
When 	the meeting 	time was 	changed 	to 	2:30 	p.m. 	on
October 	19, 	1983, 	the meeting was 	set 	to begin at a 	time that
UT
20
was 	after 	the 	conclusion 	of 	the 	instructional 	day 	for 	the
majority of 	the 	teacher members 	on 	the council. 	By this
change, 	the 	District 	unilaterally altered 	its 	own 	established
past 	practice 	regarding 	the 	grant 	of 	release 	time 	from
instructional 	duties 	for 	teacher 	members 	to 	participate 	in
instructional 	council meetings.
There 	is 	no 	evidence 	that 	EVEA 	received 	any 	kind 	of 	notice
of 	this 	anticipated action 	prior 	to 	the 	date 	of 	the meeting
itself. 	Thus, 	this action was 	taken on a matter within 	the
scope 	of 	representation without 	notice 	to 	EVEA nor 	an
opportunity 	for 	EVEA 	to 	negotiate with 	the 	District 	over 	the
subject 	prior 	to 	the 	change.
The 	record 	fails 	to 	establish 	the 	length 	of 	this 	particular
meeting 	and whether 	it 	extended 	past 	the 	regular 	working hours
of 	the 	participating bargaining 	unit members. 5 However,
since 	the 	charge 	does not 	raise 	an 	issue 	concerning a 	change 	in
the length 	of working hours, 	it 	is not necessary to make a
finding 	and 	conclusion 	concerning 	this 	point.
Although 	it has been 	found 	that membership on 	the
instructional 	council 	is 	voluntary 	and 	that 	participation past
5Article 	7.0 	of 	the CBA 	refers 	to working hours 	and 	the
work year. 	Section 	7.1 states, 	in part, 	as follows:
7.1 	Bargaining 	unit 	members 	shall 	have 	a
work 	day 	of 	seven 	and 	one-half 	(7.5)
hours, 	including 	lunch 	. . . .
21
the regular working hours 	is 	not 	required, 	some of 	the teacher
members 	of 	the 	committee were 	elected 	or 	appointed 	to
represent, 	not only their 	own views 	and 	ideas, 	but 	also 	those
of 	their 	colleagues. 	Undoubtedly, 	they felt a sense of
professional 	obligation 	to 	attend 	the 	meeting 	on
October 	19, 	even 	if 	doing so 	required 	them to be 	there 	on 	their
own 	time.
Even 	though 	it 	has 	been 	determined 	that 	the 	District
unilaterally changed 	the meeting 	time 	on October 	19, 	it 	cannot
be 	concluded 	that 	this 	alteration 	amounted 	to 	a 	change 	of
policy. 	The Grant 	standard requires 	a showing 	that 	a 	change 	in
policy had 	a 	"generalized 	effect 	or 	continuing 	impact 	on 	terms
and 	conditions 	of 	employment 	of bargaining unit 	members." 	In
this 	case 	the 	subject of employment 	is 	hours.
The 	Charging 	Party 	failed 	to 	establish 	that 	a 	change 	in
policy occurred 	in 	this 	case. 	The 	evidence 	shows 	that, 	after
the October 	19, 	1983, meeting, which was the first council
meeting of 	the 	1983-84 	school year, 	the meeting time was
returned 	to what 	it had been 	in previous years, 	i.e., 	all-day
sessions. 	The 	teacher 	members were 	again 	granted 	release 	time
from their 	classroom assignments 	to attend 	the meetings. 	This
schedule was 	in 	effect 	for 	the 	balance 	of 	the 	1983-84 	school
year.
Additionally, 	there 	is 	no 	showing 	that 	any bargaining unit
member 	suffered 	lost 	time 	or 	money as 	a 	result 	of 	the 	change 	on
October 	19. 	Thus, 	it is concluded that, 	even though 	the
22
6
District 	failed 	to 	negotiate 	regarding 	the 	change 	in 	the
practice 	of 	granting 	release 	time 	to bargaining unit members
for 	participation 	in 	a 	District 	advisory 	committee 	during 	the
instructional 	day, 	there was no violation 	of
section 	3543.5(c). 	The change was 	a one-time occurrence which
had 	no 	demonstrable 	adverse 	effect 	on 	the 	hours 	of 	the affected
bargaining unit members. 	If 	this 	action 	did result 	in 	any
impact, 	it was de minimis.6 Therefore, 	this part of 	the
charge 	must be 	dismissed.
D. 	Change 	in 	Membership
At 	the heart 	of 	the 	dispute 	in 	this 	part of 	the 	charge 	is
the question 	of whether 	the 	instructional 	council 	is 	the
instrument 	through 	which 	EVEA has 	exercised 	the 	right 	to
consult 	guaranteed 	in section 3543.2(a). 	None of 	the
District's arguments on 	this point 	are persuasive.
First, 	the District's 	contention 	that 	the parties never
negotiated over 	the 	use 	of 	the 	instructional 	council 	as 	a
consultation vehicle must 	be 	rejected 	for 	the 	following 	reasons.
It 	has been 	found that 	there 	is 	no 	express 	or 	implied
contract 	provision 	covering 	the 	procedure 	for 	consultation
between 	EVEA and 	the 	District 	over 	educational 	matters.
6Additionally, there 	is 	no 	specific 	allegation 	that 	the
District 	unlawfully 	failed 	to 	grant 	release 	time 	nor 	does 	the
evidence warrant 	such 	a 	finding.
23
However, 	it has 	also been 	found 	that 	the 	instructional 	council
is 	the 	advisory 	committee 	through which 	the 	District 	obtains,
among other 	things, 	input 	from 	its 	teaching staff 	regarding
curriculum and 	instructional matters. 	Further, 	starting with
the 	1979-80 	school year, 	the procedure 	that has been 	followed
for 	electing/appointing 	site 	teaching 	staff 	to 	this 	committee
was 	developed 	through 	an 	oral 	agreement 	that was 	reached by 	the
District 	and 	EVEA during 	the 	same 	school 	year. 	The 	District
also 	agreed 	to 	recognize 	the 	right 	of 	EVEA 	to 	participate 	in
this 	consultation 	process 	through 	a 	designated 	EVEA
representative 	serving on 	the 	council. 	By this 	manner 	of
participation, 	EVEA has 	regarded 	the 	District 	instructional
council 	as 	the means by which 	it 	fulfills 	a 	statutory right 	to
consult with 	the 	District 	on 	educational 	matters.
Even 	though 	the 	parties 	never 	reduced 	their 	agreement 	or
understanding 	to writing, 	their 	conduct 	since 	the 	1979-80
school 	year 	has 	attested 	to 	their 	acknowledgement 	of 	the
existence 	of 	a 	procedure 	that 	governed 	this 	aspect 	of 	their
employment 	relations.
The 	fact 	that 	District 	board policy 	#2310E-R does 	not
contain 	the 	entire 	election/selection 	procedure 	that 	the
parties agreed 	to 	in 	1979-80 	does 	not mean 	that 	such 	an
agreement was 	not made. 	It 	is presumed 	that 	the 	District board
24
and/or 	the 	administration were 	aware 	of 	this 	procedure 	and
chose 	not 	to 	include 	it 	in 	the board's written policy.
By 	their 	oral 	agreement 	and 	their 	subsequent 	practice 	in
conformity with 	the agreement, 	it 	is 	concluded 	that 	EVEA and
the 	District 	mutually established 	the 	policy 	regarding 	the
procedure 	and 	mechanism 	for 	the 	implementation 	of 	EVEA's
statutory 	consultation 	rights.
Likewise, 	the argument 	regarding the use of 	the 	"meet and
confer" 	meetings 	must be 	rejected.
First 	it 	has been 	found 	that 	the 	"meet 	and 	confer" 	sessions
are 	not 	used 	by 	EVEA and 	the 	District 	for 	consultation 	about
the 	educational matters 	enumerated 	in section 	3543.2(a).
Additionally, 	evidence was 	presented to prove 	that 	the parties
have never 	used 	the 	"meet 	and 	confer" 	sessions 	to 	consult 	on
instructional matters of 	the District, 	or 	that 	either 	the
District 	or 	EVEA ever 	regarded 	the 	monthly 	"meet 	and 	confer"
meetings 	as 	the forum for 	such discussions. 	Thus, 	the
District's 	assertion 	that 	these meetings 	are 	the more
appropriate 	for 	EVEA 	to 	exercise 	consultation 	rights 	is without
merit.
In Jefferson School 	District 	(1980) 	PERB Decision No. 	133,
the 	PERB held 	that 	the procedure 	for 	the 	exercising 	of
consultation 	rights 	guaranteed 	in 	section 	3543.2 	is 	a matter
25
within 	the 	scope 	of 	representation. 	See 	also Davis Joint
Unified 	School 	District 	(1984) 	PERB Decision No. 	474. 	In
Jefferson, 	the 	Board stated that:
The 	requirement 	that 	teachers 	be 	consulted
on 	"other 	educational 	matters 	that 	are
decided on 	an 	individual 	school basis" 	we
find 	to be 	a mandatory subject 	of bargaining
as well. 	Although 	the actual 	substance of
educational 	matters 	need 	not 	be 	negotiated,
the procedures 	for 	consultation must be.
The 	right 	of 	consultation 	is 	guaranteed 	in
section 3543.2. 	. 	. 	. 	Since this proposal
seeks 	only 	to 	establish 	the mechanism 	for
implementing that right, 	the proposal
conforms 	to 	the mandates 	of 	section 	3543.2
and 	the 	employer 	may not 	refuse 	to 	bargain
over 	this 	proposal. 	(Id. 	p. 	31.)
In 	this 	case when 	the 	superintendent 	decided 	to 	add 	four
members 	to 	the 	instructional 	council, 	this action unilaterally
modified 	an 	established 	procedure 	that 	the 	parties 	had 	followed
for 	the 	election/appointment 	of 	teacher 	members 	to 	this
committee.
Even 	though 	the 	superintendent's 	proffered 	reason 	for
wanting 	the 	learning specialists 	on 	the 	council 	is 	laudable, 	it
does 	not 	justify the 	unilateral 	action. 	The natural 	and
probable 	result 	of 	the 	addition 	of 	four 	additional
participating members 	to 	a 	group the 	size 	of 	the 	council would
be 	a 	dilution 	of 	EVEA's 	opportunity 	to 	effectively offer 	its
input 	through 	its 	sole 	vehicle 	for 	consultation with 	the
District. 	The 	actual 	"speaking 	time" 	of 	each 	council 	member
would no 	doubt 	be 	limited because 	of 	the 	numbers 	of 	persons
participating 	in 	the meetings.
26
It might be argued that, 	in 	this 	instance, 	the addition of
the 	four 	learning specialists, 	who are also bargaining unit
members, 	could not 	adversely 	affect 	EVEA's 	consultative
interests. 	However, 	if 	the District 	is 	free to unilaterally
modify 	the 	established procedure 	to 	suit 	its 	purposes 	as
desired, 	it 	could result 	in a 	complete 	derogation 	from the
right 	of 	consultation 	guaranteed by 	the Act.
Under 	the second part of 	the Grant test, 	cited above, 	it 	is
-
concluded 	that 	the 	District's 	action 	here 	amounted 	to 	a 	change
of 	policy, 	having a 	generalized effect upon 	terms 	and
conditions 	of 	employment 	of 	bargaining 	unit 	members.
The 	third prong of the Gran
- t 	test, 	supra, 	requires 	that 	the
change 	of 	policy concerns 	a matter 	within 	the 	scope 	of
representation. 	Relying on 	the 	precedent 	of 	Jefferson 	and
Davis, 	supra; 	it 	is 	concluded that 	the addition of 	four 	teacher
members 	to 	the 	District 	instructional 	council 	constituted 	a
unilateral 	change 	in 	the 	procedure 	established 	for 	the
implementation 	of 	EVEA's 	statutory right 	to 	consult 	on
educational matters. 	Such procedures or 	the mechanisms 	used
for 	the 	implementation of 	the 	right 	are 	subjects 	of mandatory
bargaining. 	Jefferson 	School 	District 	and 	Davis 	Joint 	Union
School District, 	supra.
Additionally, 	this action was 	contrary 	to 	the 	District
board's 	own 	written 	policy which 	set 	forth 	the 	council's
membership. 	This 	fact was 	recognized 	by 	Superintendent 	Flora
when 	he 	proposed 	a 	revision 	to 	policy 	#2310E-R at 	the
27
October 	19, 	1983, 	meeting. 	This 	revision would have added the
learning 	specialists 	as 	ex-officio members 	of 	the 	instructional
council.
It 	is 	undisputed 	that 	the 	decision 	to 	change 	the procedure
for 	appointing 	teacher 	members 	to 	the 	instructional 	council was
done without 	notice 	to 	EVEA or 	an 	opportunity 	for 	EVEA to
negotiate over 	the proposed change. 	There 	is 	no evidence 	that
the 	District 	ever 	notified 	EVEA of 	its 	decision 	to 	appoint 	four
additional members 	to 	the 	council. 	EVEA first became aware 	of
the 	change when 	the 	learning 	specialists 	appeared at 	the
council meeting on October 	19, 	1983. 	By then the District's
action was 	a 	fait accompli.
For 	all 	the reasons 	discussed above, 	it 	is 	concluded 	that
the 	District 	violated 	section 	3543.5(c) 	and 	concurrently
section 3543.5(a) 	and 	(b), 	by its failure to negotiate with
EVEA concerning 	the 	change 	made 	in 	the 	procedure 	for 	the
implementation 	of 	EVEA's 	statutory 	right 	to 	consult 	on
educational 	matters 	prior 	to 	the 	implementation 	of 	such
change.
For 	the same reasons, 	Respondent's 	motion 	to 	dismiss 	the
complaint 	is 	denied.
REMEDY
Section 	3541.5 	authorizes 	the PERB 	to:
. 	. 	. 	issue a decision and order 	directing
an 	offending parties 	to 	cease 	and 	desist
from 	the 	unfair 	practice 	and 	take 	such
affirmative action, 	including but not
limited 	to 	the 	reinstatement 	of 	employees
with or without back 	pay, 	as will 	effectuate
the policies 	of 	this 	chapter.
-
28
In a unilateral 	change case, 	it has been the practice of
PERB 	to 	order 	the 	employer 	to 	cease 	and 	desist 	from 	its
unlawful action and to restore 	the 	status quo ante. 	It 	is,
therefore, 	appropriate 	to order 	the District 	to 	cease and
desist 	from failing or 	refusing 	to 	negotiate with 	EVEA
concerning 	changes 	in 	the 	procedures 	used by 	the 	EVEA and 	the
District 	for 	the 	implementation 	of 	the 	EVEA's 	right 	to 	consult
guaranteed by 	the 	EERA, 	including 	the 	unilateral 	addition 	of
teacher 	members 	to 	the 	District 	instructional 	council.
It 	is also appropriate 	to order 	the 	District 	to negotiate,
upon 	request, 	with 	EVEA concerning 	changes 	in 	any aspect 	of 	the
procedures 	that have been 	established 	for 	the 	exercise 	of 	the
Association's 	right 	to 	consult 	under 	section 3543.2(a),
including 	the 	number 	of 	teacher 	members 	to be 	elected 	or
appointed 	to 	the 	District 	instructional 	council.
Finally, 	it 	is appropriate 	that 	the 	District be required 	to
post 	a 	notice 	incorporating 	the 	terms 	of 	this 	order 	attached as
an 	appendix hereto. 	The 	notice 	should be 	subscribed by 	an
authorized agent 	of 	the 	Lake 	Elsinore 	School 	District,
indicating 	that 	the 	District will 	comply with 	the 	terms 	of 	this
order. 	The notice 	shall 	not be 	reduced 	in 	size. 	Posting 	of
such 	notice will 	provide 	employees with 	an 	additional 	statement
that 	the District has acted 	in an 	unlawful 	manner, 	and 	is 	being
29
required 	to 	cease 	and 	desist 	from such 	activity. 	It
effectuates 	the 	purposes 	of 	the 	EERA that 	employees 	be 	informed
of 	the 	resolution 	of 	the 	controversy and 	the 	District's
readiness 	to 	comply with 	the 	ordered 	remedy. 	See 	Placerville
Union School District 	(1978) 	PERB Decision No. 	69; 	Pandol and
Sons v. 	Agricultural 	Labor 	Relations 	Board 	(1979) 	98 Cal.App.3d
580, 	587; NLRB v. 	Express Publishing Co. 	(1941) 312 U.S. 	426 	[8
LRRM 415].
PROPOSED 	ORDER
Upon 	the 	foregoing findings 	of 	fact, 	conclusions 	of 	law,
the entire record 	in 	this 	case, 	and pursuant 	to section
3541.5(c) 	of the Educational 	Employment Relations Act, 	it 	is
hereby ordered 	that 	the 	Lake 	Elsinore 	School 	District, 	its
Board of 	Trustees, 	Superintendent and 	its 	agents 	shall:
A. 	CEASE AND 	DESIST 	FROM:
1. 	Failing and 	refusing 	to 	meet 	and negotiate 	in
good 	faith with 	the 	Elsinore Valley 	Education 	Association,
CTA/NEA concerning 	changes 	in 	the 	procedures 	used 	to 	implement
the 	Association's 	statutory right 	to 	consult with 	the 	District
about 	educational 	matters.
2. 	Denying 	to 	the 	Elsinore Valley 	Education
Association, 	CTA/NEA 	rights 	guaranteed by 	the 	Educational
Employment 	Relations 	Act, 	including 	the 	right 	to 	represent 	its
members.
30
3. 	Interfering with 	employees 	in 	the 	exercise of
rights 	guaranteed by 	the 	Educational 	Employment 	Relations 	Act,
including 	the 	right 	to 	be 	represented by 	their 	chosen
representative.
B. 	TAKE 	THE 	FOLLOWING AFFIRMATIVE 	ACTIONS 	DESIGNED 	TO
EFFECTUATE 	THE 	POLICIES 	OF 	THE 	EDUCATIONAL 	EMPLOYMENT RELATIONS
ACT.
1. 	Upon 	request, 	meet 	and negotiate with 	the
Elsinore Valley 	Education 	Association, 	CTA/NEA 	concerning 	the
procedures 	that 	have been 	established 	for 	the 	exercise 	of 	the
Association's 	statutory 	right 	to 	consult 	about 	educational
matters, 	including the numbers 	of 	teacher 	members 	to be 	elected
or 	appointed 	to 	the 	District 	instructional 	council.
2. 	Within 	ten 	(10) 	workdays 	of service of 	a 	final
decision 	in 	this matter, 	post at all school 	sites and all 	other
work 	locations where 	notices 	to 	certificated 	employees 	are
customarily placed, 	copies 	of 	the notice 	attached hereto 	as 	an
appendix. 	The notice must be 	signed by 	an 	authorized agent 	of
the 	District 	indicating 	that 	the 	District will 	comply with 	the
terms 	of 	this 	order. 	Such posting shall be 	maintained for 	a
period of 	thirty 	(30) 	consecutive workdays. 	Reasonable 	steps
shall be 	taken 	to 	insure 	that 	this 	notice 	is 	not 	reduced 	in
size, 	altered, 	defaced or 	covered by any material.
3. 	Upon 	issuance of a 	final 	decision, 	make written
notification 	of 	the 	actions 	taken 	to 	comply with 	the 	Order 	to
the 	Los 	Angeles 	Regional 	Director 	of 	the Public 	Employment
Relations 	Board 	in accordance with his 	instructions.
31
IT 	IS 	FURTHER ORDERED 	all 	other 	allegations 	of 	the 	charge
and 	complaint 	are 	hereby 	DISMISSED.
Pursuant 	to California Administrative Code, 	title 	8,
part 	III, 	section 32305, 	this Proposed Decision and 	Order 	shall
become final on October 	3, 	1985, 	unless a party files a 	timely
statement of exceptions. 	In accordance with 	the rules, 	the
statement 	of 	exceptions 	should 	identify by page 	citation 	or
exhibit 	number 	the 	portions 	of 	the 	record 	relied 	upon 	for 	such
exceptions. 	See California Administrative Code, 	title 8,
part 	III, 	section 32300. 	Such statement of exceptions and
supporting brief 	must 	be 	actually 	received 	by 	the 	Public
Employment 	Relations 	Board 	itself 	at 	the headquarters 	office 	in
Sacramento before 	the close of business 	(5:00 	p.m.) 	on
October 	3, 	1985, 	or 	sent by telegraph or 	certified United
States mail, 	postmarked not 	later 	than 	the 	last 	day 	for 	filing
in 	order 	to be 	timely filed. 	See California Administrative
Code, 	title 8, 	part III, 	section 32135. 	Any statement of
exceptions 	and 	supporting 	brief 	must 	be 	served 	concurrently
with 	its 	filing upon 	each 	party to 	this 	proceeding, 	proof of
service 	shall 	be 	filed with 	the 	Board 	itself. 	See 	California
Administrative Code, 	title 8, 	part III, 	section 32300 and 32305.
Dated: 	September 	13, 	1985
W. 	JEAN 	THOMAS
Administrative 	Law 	Judge

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