PERB Order No. A514E•Dailey Elementary Charter School (PERB A514E)
Testo completo
STATE OF CALIFORNIA DECISION OF THE PUBLIC EMPLOYMENT RELATIONS BOARD DAILEY ELEMENTARY CHARTER SCHOOL, Employer, and FRESNO TEACHERS ASSOCIATION, CTA/NEA, Petitioner. Case No. SA-RR-1211-E Administrative Appeal PERB Order No. Ad-514 April 18, 2024 Appearances: Darcey Severns, on her own behalf; California Teachers Association by Theresa C. Witherspoon, Staff Attorney, for Fresno Teachers Association, CTA/NEA. Before Krantz, Paulson, and Nazarian, Members. DECISION PAULSON, Member: This representation case is before the Public Employment Relations Board (PERB or Board) on a purported appeal by non-party Darcey Severns from the attached administrative determination (AD) by PERB’s Office of the General Counsel (OGC) certifying Fresno Teachers Association (FTA) as the exclusive representative of all certificated teachers and other certificated classroom support professionals at Dailey Elementary Charter School (Dailey). In the AD, OGC concluded that: (1) FTA submitted sufficient proof of support from a majority of employees in the proposed bargaining unit; (2) no other employee organization properly intervened to seek to represent any of the employees in the petitioned-for unit; (3) Dailey did not dispute that the proposed unit was appropriate; and (4) Dailey had not granted recognition to FTA. Thus, OGC certified FTA as the
2 proposed unit’s exclusive representative pursuant to section 3544.1 of the Educational Employment Relations Act (EERA) and PERB Regulation 33485.1 Within a week after OGC issued the AD, Severns, a teacher at Dailey, submitted a letter purporting to appeal the AD. Severns argues that there is no longer majority support for FTA. She also asserts that she properly filed a petition for intervention (Intervention). Severns urges us to overturn the decision to certify FTA as the exclusive representative of teachers at Dailey because “staying unrepresented is the best and most fair decision.” FTA opposes the appeal and requests that we affirm the AD. We have reviewed the record in this case and considered Severns’ arguments and FTA’s opposition. We affirm the AD and adopt it as the decision of the Board itself, as supplemented by the discussion below. BACKGROUND Dailey is a public school employer within the meaning of section 3540.1, subdivision (k). FTA is an employee organization within the meaning of section 3540.1, subdivision (d). On May 24, 2023, FTA filed a petition for recognition (Petition) with Dailey seeking recognition as the exclusive representative of a proposed unit of all its certificated teachers and other certificated classroom support professionals.2 1 EERA is codified at Government Code section 3540 et seq. All subsequent statutory references are to the Government Code. PERB Regulations are codified at California Code of Regulations, title 8, section 31001 et seq. 2 All subsequent dates are in 2023.
3 Along with its Petition, FTA submitted proof of support to OGC in the form of original signed authorization cards. On May 25, OGC sent a notice to Dailey informing it that the Petition had been filed with PERB and that no employee organization appeared to be recognized or certified as the exclusive representative of any employees in the claimed unit. OGC directed Dailey to post a copy of the Petition and the Notice of EERA Representation Petition (Notice) at the school for 15 workdays. OGC also instructed Dailey to file a written statement with certain responsive information as well as a list of names of all individuals employed in the proposed bargaining unit. On June 6, Dailey filed a written statement asserting, among other things, that it had posted the Notice the day before and would keep it posted until June 23. On June 20, Dailey filed an employee list based on payroll records from the month prior. On June 22, Dailey filed an updated written statement notifying OGC that it would post the Notice at Dailey from August 1 to August 21 to ensure that it did not include non-workdays during the summer. In total, the Notice was posted from June 5 to June 6 and August 1 to August 21. On August 22, OGC notified the parties that FTA had demonstrated sufficient proof of support as required by PERB Regulation 33050, subdivision (b). OGC stated that, because FTA had evidenced majority support and no valid intervention had been filed, Dailey was required to grant recognition to FTA unless it doubted the appropriateness of the unit. OGC ordered Dailey to file a decision pursuant to PERB Regulation 33190 within 15 calendar days.
4 On August 23, Severns attempted to file the Intervention with PERB, but she did not include proof of service. On September 14, OGC issued Severns a deficiency notice for failure to include a proof of service with her petition as mandated by PERB Regulations 32140, 33050, subdivision (c), and 33070, subdivision (c). OGC requested that Severns submit a proof of service by September 22 or it would return the petition to her. On September 20, FTA petitioned for a Board investigation pursuant to PERB Regulation 33230, following Dailey’s failure to file its decision within 15 calendar days. FTA noted that Dailey had not informed it of any concerns with the Petition and requested that the Board determine whether the petitioned-for unit is appropriate and order Dailey to recognize FTA. Later the same day, Severns served FTA with her Intervention via e-mail. On September 21, Severns filed the Intervention with a proof of service reflecting that she had served the petition on FTA and Dailey on September 14 via U.S. Mail and electronic service, despite FTA receiving Severns’ petition on September 20. Severns’ signature on the proof of service is dated September 20. On September 22, Dailey issued a decision denying recognition to FTA. Although Dailey did not dispute the appropriateness of the proposed unit and acknowledged that the Petition was timely and appropriately filed, Dailey stated a reason for believing that an intervention had been filed.3 Dailey requested that the Board resolve the unit dispute pursuant to section 3544.5, subdivision (a). 3 In response to the query, “Was the intervention timely and appropriately filed?” Dailey stated, “Dailey Charter was informed by teachers that an intervention petition was submitted to PERB, and a copy of the intervention petition was made
5 available to Dailey Charter.” On October 11, OGC issued an Order to Show Cause (OSC) to Dailey as to why PERB should not certify FTA as the exclusive representative of the proposed unit. The OSC also provided any other party an opportunity to respond. OGC directed the parties to support any factual assertions with declarations under penalty of perjury by witnesses with personal knowledge and to indicate that the witness, if called, could competently testify about the facts asserted. On October 19, the parties responded to the OSC. FTA opposed Severns’ Intervention on the grounds that it was untimely, invalid for defective filing and service, and improper because Severns is an individual rather than an employee organization. FTA requested certification as the exclusive representative of the proposed unit. FTA’s counsel signed the response under penalty of perjury. Dailey also responded to the OSC on October 19, asserting as follows: “Dailey does not take a position as to whether FTA or another intervening unit should be the exclusive representative of its certificated employees. However, Dailey strongly believes that this decision should be one that is made by its classroom teachers who will be most impacted by the decision. As explained herein, Dailey’s teachers have clearly attempted in good faith to file an intervention petition challenging FTA as the exclusive representative . . . Dailey denied recognition to FTA based on this understanding . . . .” Dailey added that on August 15, Severns “advised Dailey that a Request for Intervention would be filed by Dailey’s current teaching staff, who oppose representation by FTA . . . . While Ms. Severns advised Dailey of the petition and
6 informed Dailey that it was submitted to PERB, she did not formally file a copy of the petition with Dailey seemingly due to a misunderstanding of PERB’s processes.” Dailey did not indicate that it doubted the appropriateness of the proposed unit. Jeanne Pentorali, Dailey’s Executive Director, signed the unsworn response. On October 27, OGC sent the parties and Severns a letter that acknowledged the parties’ responses to the OSC and provided any interested party an opportunity to reply. Neither Dailey, FTA, Severns, or any other person or entity filed a reply. On November 15, OGC issued the AD certifying FTA as the exclusive representative of the proposed unit pursuant to PERB Regulation 33485. On November 21, Severns submitted a letter purporting to appeal the AD. FTA responded to Severns’ appeal on December 1. On December 4, PERB notified the parties that the filings were complete. DISCUSSION When appealing an administrative determination, the appellant must demonstrate how or why the challenged decision departs from the Board’s precedents or regulations. (City and County of San Francisco (2022) PERB Order No. Ad-497-M, p. 15.) To the extent Severns asks us, in part, to review OGC’s proof-of-support determination and OGC’s decision not to hold an evidentiary hearing, on those issues we apply an abuse of discretion standard. (Id. at p. 23; Central Basin Municipal Water District (2021) PERB Order No. Ad-486-M, p. 9 (Central Basin).) Here, Severns contends that a majority of Dailey’s teachers and teachers on special assignment do not wish to be represented by FTA. She also argues that she timely filed the Intervention and that she, along with other “teachers who were included in the
7 Intervention,” were “acting as a collective group” to represent themselves. For the reasons we explain below, we find Severns’ arguments unsuccessful. I. OGC Properly Certified FTA as the Exclusive Representative Under EERA, an employee organization may become the exclusive representative for the employees of an appropriate unit by filing a request with a public school employer alleging that a majority of the employees in an appropriate unit wish to be represented by such organization, providing proof of such support to PERB, and asking the public school employer to recognize it. (§ 3544, subds. (a), (b); PERB Reg. 33050, subds. (a)-(c).) If PERB determines that the petitioning organization submitted adequate proof of support, the public school employer must grant the request for recognition unless, as relevant here, it doubts the appropriateness of the petitioned-for unit (§ 3544.1, subd. (a); PERB Reg. 33190, subd. (d)(3)(A)), or another employee organization either files with the employer a challenge to the appropriateness of the unit or submits a competing claim of representation within 15 workdays of the posting of notice of the written request for recognition (§ 3544.1, subd. (b); PERB Regs. 33070, subd. (a), 33190, subd. (d)(3)(D)). We conclude OGC properly certified FTA as the exclusive representative of the petitioned-for unit at Dailey. There is no question that FTA properly filed its Petition with Dailey pursuant to section 3544, subdivision (a) and PERB Regulation 33050, subdivision (a), or that FTA properly filed the Petition and proof of majority support with OGC pursuant to section 3544, subdivision (b) and PERB Regulation 33050, subdivision (b). OGC found that FTA supplied sufficient proof of support under PERB Regulations 33050, subdivision (b) and 32700. PERB determines proof of support
8 based on an employee list as of the time an employee organization files a petition for recognition. (Central Basin, supra, PERB Order No. Ad-486-M, p. 16; Children of Promise Preparatory Academy (2013) PERB Order No. Ad-402, pp. 14-15 [“the initial determination regarding sufficiency of support for the recognition petition, once made, is determinative on the issue of majority support within the petitioned-for unit”]; Regents of the University of California (2017) PERB Order No. Ad-453-H, p. 21.) Here, that date was May 24. The record does not indicate that OGC abused its discretion in finding that FTA demonstrated majority support as of that date. Nor is there any suggestion that Dailey doubts the appropriateness of the proposed unit, as it did not raise such concern in its denial of recognition, response to the OSC, or at any time since. It has therefore waived any challenge to unit appropriateness.4 (Central Basin, supra, PERB Order No. Ad-486-M, p. 11; Regents of the University of California (1998) PERB Decision No. 1261-H, pp. 35-36.) As we address post, no employee organization properly intervened to seek to represent any of the employees in the petitioned-for unit. Finally, Dailey did not grant FTA recognition as requested. We find that OGC thoroughly investigated the Petition, determined that FTA met the criteria in section 3544, subdivision (a), and correctly concluded that FTA should be certified as the exclusive representative of the certificated unit. (PERB Reg. 33230, subd. (a)(2).) 4 No party has asked us to consider the proposed unit’s appropriateness, and we therefore express no opinion on it.
9 II. Severns Did Not Properly Intervene PERB Regulation 33070, subdivision (a) specifies the process for filing a petition for intervention: “Except as provided in Section 33700 [involving severance petitions], an intervention by an employee organization shall be filed with the employer within 15 workdays following posting of the request for recognition. A copy of the intervention shall be filed concurrently with the regional office. The intervention shall be signed by an authorized agent of the employee organization and be on a form provided by the Board.” An intervention petitioner must file with PERB proof of at least 30 percent support in the unit claimed to be appropriate. (PERB Reg. 33070, subd. (b).) The employee organization is required to serve the petition for intervention on all parties. (PERB Reg. 33070, subd. (c).) Dailey refused to recognize FTA based solely on Severns’ Intervention, but the record reflects multiple reasons why Dailey’s reliance was misplaced. As an initial matter, PERB Regulation 33070, subdivision (a) requires an organization seeking to intervene in a recognition request to file its petition with the employer, but Severns filed with PERB. Even if filing with PERB had been sufficient, Severns did not timely file the Intervention. Dailey posted the Notice from August 1 to August 21. The deadline for an intervention petition was 15 workdays from August 1, which was August 22. Dailey does not argue that Severns filed the Intervention by the deadline, nor could it make such an argument. According to the proof of service Severns filed with PERB on September 21, Severns served Dailey and FTA with the Intervention on September 14 and September 20, respectively. Dailey’s claim that on
10 August 15, Severns “advised Dailey that a Request for Intervention would be filed by Dailey’s current teaching staff, who oppose representation by FTA” does not constitute a filing.5 And, as the AD found, OGC did not first receive a copy of the Intervention until August 23, which was untimely even had it been accompanied by a proof of service and even if PERB was the only entity with which Severns needed to file. We likewise reject Severns argument that allegedly mailing the Intervention to PERB on August 19 should have been adequate because she sent it within the 15-workday window. PERB Regulation 32135, subdivision (a) provides that “[a]ll documents not filed through e-PERB shall be considered ‘filed’ when the originals are actually received by the appropriate PERB office . . . during a regular PERB business day.” Severns’ alleged mailing date is therefore irrelevant.6 Second, Severns’ Intervention lacked any proof of support, much less the 30 percent minimum in the unit claimed to be appropriate, that section 3544.1, subdivision (b) and PERB Regulation 33070, subdivision (b) require. (See § 3544.1, subd. (b) [“The claim shall be evidenced by current dues deductions authorizations or 5 Even if Dailey’s statements could resolve Severns’ untimeliness issue, we would ascribe little to no significance to Pentorali’s written statement, as it was not signed under the penalty of perjury, as directed by the OSC. 6 Moreover, PERB Regulation 32110, subdivision (a) mandates that all parties file through ePERB after the initial filing of a case, making an exception only for an unrepresented individual. For such an individual, which PERB Regulation 32110, subdivision (b) defines as “an individual natural person not represented by an attorney or a union representative,” electronic filing is available but not mandatory. (PERB Reg. 32110, subd. (b).) Because an intervention is not an initial filing in a case, and must be filed by an organization, Severns was required to file the Intervention via ePERB, which she did not do.
11 other evidence such as notarized membership lists, or membership cards, or petitions signed by employees in the unit indicating their desire to be represented by the organization”].) That Severns’ Intervention is based purely on opposition to unionization, as opposed to support for another organization, is yet another reason the Intervention was invalid. Finally, in spite of Severns’ attempts to explain otherwise, Severns is not an employee organization and did not file the Intervention on behalf of such an organization. EERA limits intervention to an employee organization “that includes employees of a public school employer and that has as one of its primary purposes representing those employees in their relations with that public school employer.” (§ 3540.1, subd. (d).) An “employee organization” also includes “any person of the organization authorized to act on its behalf.” (Ibid.) PERB Regulation 33070, subdivision (a) similarly provides, “an intervention by an employee organization shall be filed with the employer.” (Italics added.) (See also PERB Regs. 32001, subd. (b) [defining “intervening organization” and “intervenor” as meaning either “[a]n employee organization filing a competing claim of representation or a challenge to the appropriateness of the unit pursuant to Government Code Section 3544.1(b)” or “[a]n employee organization filing a request to appear on the ballot following the filing of an employee petition for a representation election pursuant to Government Code Section 3544.3”]; 33070, subd. (c) [“[c]oncurrent with the filing of the intervention, the employee organization shall serve a copy of the intervention, excluding the proof of support, on the parties and the regional office”].) Because Severns filed as an
12 individual rather than as an employee organization or on behalf of an employee organization, Severns did not have standing to file a petition for intervention. In sum, the Intervention opposed representation by FTA, seeking for the individual employees to remain unrepresented. Because FTA established majority support as of the date it requested recognition, the only mechanism for Severns to pursue her goal is to file a petition for decertification under PERB’s regulations, during a valid timeframe and supported by adequate proof of support.7 For the foregoing reasons, Severns did not properly intervene in the request for recognition. ORDER Darcey Severns’ appeal of the Office of the General Counsel’s administrative determination certifying the Fresno Teachers Association, CTA/NEA (FTA) as the exclusive representative of a proposed unit of certificated teachers and other certificated classroom support professionals at Dailey Elementary Charter School is DENIED. FTA is certified as the exclusive representative of all certificated teachers and other certificated classroom support professionals in the following unit: 7 Notably, there is no evidence of any employees signing revocations of their prior proof of support. But even if Severns had submitted such evidence around the time of her attempts to intervene, and assuming for the sake of argument that revocations are permissible in limited circumstances (see Morongo Basin Transit Authority (2015) PERB Order No. Ad-430-M, p. 14), any such revocations would be irrelevant if submitted after FTA filed its Petition. (Central Basin, supra, PERB Order No. Ad-486-M, p. 16.)
13 Title of Unit: Certificated Unit Shall INCLUDE: All certificated teachers and other certificated classroom support professionals. Shall EXCLUDE: All administrative and classified staff. Members Krantz and Nazarian joined in this Decision.
1 STATE OF CALIFORNIA DECISION OF THE PUBLIC EMPLOYMENT RELATIONS BOARD FRESNO TEACHERS ASSOCIATION (FTA/CTA/NEA), Petitioner, and DAILEY ELEMENTARY CHARTER SCHOOL, Employer, REPRESENTATION CASE NO. SA-RR-1211-E ADMINISTRATIVE DETERMINATION November 15, 2023 Appearances: Jeanne Pentorali, Executive Director for Dailey Elementary Charter School; Theresa Witherspoon, Staff Attorney for California Teachers Association; Latisha Harris, Fresno Teachers Association. Before Fernando A. Reyes, Regional Attorney. INTRODUCTION Fresno Teachers Association (FTA/CTA/NEA) (hereinafter, FTA) filed a Request for Recognition (Request) with Dailey Elementary Charter School (Dailey), for a proposed unit of certificated employees. Following a determination from the Public Employment Relations Board (PERB or Board) that FTA had demonstrated adequate support within the unit, FTA petitioned for PERB to investigate and determine whether FTA should be certified as the exclusive representative of employees in the proposed unit. For the reasons discussed below, FTA shall be certified as the exclusive representative.
2 BACKGROUND AND PROCEDURAL HISTORY On May 24, 2023,1 PERB received a copy of the Request, pursuant to PERB Regulation 33050,2 from FTA for a unit of certificated teachers and other certificated classroom support professionals. Along with its Request, FTA also submitted to PERB its proof of employee support. On June 6, Dailey filed a written statement notifying PERB that no employee organization had been recognized or certified as the exclusive representative of employees in the proposed unit, and that the Notice of Representation Petition (Notice) was posted on June 5 and would remain posted until June 23. On June 22, Dailey filed an updated written statement notifying PERB that the Notice would be posted at Dailey from August 1 through August 21.3 1 All dates are in 2023. 2 PERB regulations are codified at California Code of Regulations, title 8, section 31001 et seq. The text of PERB’s regulations may be found at www.perb.ca.gov. 3 Dailey notes in both its written statement filed on June 22 and its response to the OSC filed on October 19, that PERB requested that Dailey delay posting the Notice until the start of the next academic year. The undersigned Board agent (undersigned) takes this opportunity to clarify the communication with Dailey regarding posting of the Notice and the posting period. On May 26, the undersigned received an e-mail from Theresa Witherspoon, counsel for FTA, seeking to clarify whether the 15- workday Notice posting period should include only workdays during the academic year, and whether the posting period would need to include days in the beginning of the 2023-2024 academic year. After Dailey filed its written statement on June 6, the undersigned contacted Dailey and spoke with Executive Director Jeanne Pentorali (Pentorali) to inquire whether the posting period outlined in the written statement included 15 workdays as defined by PERB Regulation 32085(a). The undersigned then clarified that Dailey could include workdays in the 2023-2024 academic year in the calculation of the posting period, so long as the Notice remained posted for 15 workdays in compliance with PERB Regulation 33060. Pentorali noted that she
3 On August 22, PERB notified the parties in writing that review of the proof of support submitted by FTA resulted in the administrative determination that the support is sufficient to meet the requirements of PERB Regulation 33050(b). PERB also notified the parties that since FTA had evidenced majority support and no valid intervention had been filed, recognition must be granted unless Dailey doubted the appropriateness of the unit. (EERA § 3544.1;4 PERB Reg. 33480.) Dailey was directed to file a decision pursuant to PERB Regulation 33190 within 15 calendar days following the service of the proof of support determination on August 22. On August 23, PERB received a copy of an Intervention Petition (Intervention) signed by Darcey Severns (Severns), which did not include proof of service showing that the Intervention had been served on Dailey and FTA. On September 14, PERB issued a Notice of Deficient Document Submission, and requested that Severns submit proof of service of the Intervention. On September 20, FTA filed with PERB a letter requesting an investigation pursuant to PERB Regulation 33230, following Dailey’s failure to file its decision within 15 calendar days following service of the proof of support determination. FTA asserted that Dailey had not informed FTA of any concerns regarding the Request. intended to post the Notice in the new academic year in addition to the days if had been posted in June. At no point did the undersigned request or direct Dailey to postpone posting the Notice until the new academic year began in August. The undersigned confirmed with Dailey that the Notice was cumulatively posted for at least 15 workdays beginning on June 5, and including at least June 5 through 6 and August 1 through 21. 4 “EERA” refers to the Educational Employment Relations Act, which is codified at Government Code section 3540 et seq. All statutory references are to the Government Code, unless otherwise specified.
4 FTA requested that PERB determine that the petitioned-for unit is appropriate and order Dailey to recognize FTA as the exclusive representative. On September 21, PERB received a completed proof of service form stating that on September 14, Severns served the Intervention on Dailey and FTA. On September 22, Dailey filed a Recognition Decision (Decision) denying recognition because an intervention was filed,5 and requested that PERB resolve the dispute. In its Decision, Dailey explained that it “was informed by teachers that an intervention petition was submitted to PERB, and a copy of the intervention petition was made available to Dailey,” but did not indicate when the Intervention was filed with Dailey. Dailey did not doubt the appropriateness of the unit proposed by the Intervention and did not include a copy of the Intervention with its Decision. On October 11, the undersigned Board agent issued an Order to Show Cause (OSC) as to why PERB should not certify FTA as the exclusive representative of the proposed unit. On October 19, Dailey and FTA filed separate responses to the OSC. Dailey’s response did not take a position as to whether FTA or another intervening entity should be the exclusive representative of the proposed unit, but failed to grant FTA recognition and requested that PERB conduct an election to decide the exclusive representative. FTA requested that Severns not be permitted to intervene, and requested that PERB certify FTA as the exclusive representative of the proposed unit. 5 In its Decision, Dailey responded “Yes” to the written question: “Were any interventions filed within the 15-workday posting period?”
5 The parties were provided the opportunity to file a reply to the OSC responses, but PERB did not receive any additional filings. DISCUSSION As discussed in the OSC, an “employee organization may become the exclusive representative for the employees of an appropriate unit for purposes of meeting and negotiating by filing a request with a public school employer alleging that a majority of the employees in an appropriate unit wish to be represented by such organization and asking the public school employer to recognize it as the exclusive representative.” (§ 3544(a).) PERB must determine whether the employee organization has provided adequate proof of majority support. (§ 3544(b); see PERB Reg. 33075(c).) PERB determined that FTA established majority support for the proposed unit. Following PERB’s determination that FTA’s proof of support was adequate, Dailey must grant the request for recognition unless (1) the employer doubts the appropriateness of the unit, or (2) another employee organization either filed a challenge to the appropriateness of the unit or submitted a competing claim of representation within 15 workdays of the posting of the notice of the written request for recognition. (§ 3544.1; see PERB Reg. 33480.) In the OSC, Dailey was asked to include in its response whether it doubted the appropriateness of the proposed unit. The Board has held that an employer that does not dispute the appropriateness of a proposed unit, after having been provided an opportunity to do so, waives any argument that the unit is inappropriate. (Regents of the University of California (1998) PERB Decision No. 1261-H, pp. 35-36.) Dailey does not doubt the appropriateness of the proposed unit, and therefore there is no
6 dispute regarding whether the unit is appropriate under EERA.6 (See § 3545.) Regarding whether a competing employee organization filed an intervention, PERB Regulation 33070(a) provides that “an intervention by an employee organization shall be filed with the employer within 15 workdays following posting of the request for recognition.” Dailey does not contend that the Intervention was filed with Daily within 15 workdays following the posting of the Notice. Instead, Dailey explains that it denied recognition based on its knowledge of what it considered a “good faith attempt” by teachers to file an intervention petition challenging FTA’s goal to serve as the exclusive representative. Dailey asserts that Severns advised Dailey that an intervention would be filed by teaching staff opposing representation by FTA, and that she had collected sufficient support for the Intervention.7 However, for the reasons described below, the Intervention was not properly filed. Dailey reported that it completed the Notice posting period on August 21. The proof of service for the Intervention filed by Severns shows that the Intervention was not filed with Dailey until September 14. Despite this, Dailey contends that Severns filed the Intervention with PERB within 15 workdays of Dailey posting the Notice. As 6 This Administrative Determination shall not be interpreted to mean that the Board would find this unit to be an appropriate unit in a future disputed case. 7 Although not specifically argued, to the extent that Dailey may contend that employees revoked support for the representation petition filed by FTA or that FTA no longer has majority support, that argument is unpersuasive. In determining whether a petitioner has achieved majority support, the Office of the General Counsel assesses the proof of support based on the employee list as of the date the petition was filed. (Central Basin Municipal Water District (2021) PERB Order No. Ad-486-M, p. 16.) Both the support and lack thereof are assessed as of the same date. (Ibid.) Further, neither EERA nor PERB’s regulations provide a mechanism for an employee to revoke proof of support submitted in support of a representation petition.
7 described above, an intervention “must be filed with the employer within 15 workdays following posting of the request for recognition.” (PERB Reg. 33070(a), emphasis added.) Thus, the Intervention must have been filed with Dailey no later than August 21, which was at least 15 workdays after the Notice was posted. Additionally, PERB received a copy of the Intervention on August 23. Therefore, even if PERB was the appropriate entity with which the Intervention should have been filed, the Intervention was nonetheless untimely. Even if PERB had notified Severns immediately upon receiving the Intervention that Severns needed to file the Intervention with Dailey, the Intervention would have been filed no earlier than August 23, and therefore untimely. Moreover, even if the Intervention had been timely filed, it was not filed by an employee organization seeking to represent employees in their relations with Dailey. Both PERB’s regulations and EERA provide that an Intervention must be filed by an “employee organization.” (PERB Reg. 33070(a) [“an intervention by an employee organization shall be filed with the employer within 15 workdays following posting of the request for recognition.”]; § 3544.1 [the public school employer shall grant a request for recognition unless… “[a]nother employee organization either files with the public school employer a challenge to the appropriateness of the unit or submits a competing claim of representation within 15 workdays of the posting of notice of the written request.”].) Under EERA, an employee organization is defined as “an organization that includes employees of a public school employer and that has as one of its primary purposes representing those employees in their relations with that public school employer. ‘Employee organization’ shall also include any person of the organization authorized to act on its behalf.” (§ 3540.1(d).) Here, the Intervention was
8 filed by Severns, an individual employee of Dailey, and not by an employee organization. Further, Severns did not file the Intervention on behalf, or with the authority, of an employee organization seeking to represent the employees in the proposed unit. Rather, the Intervention, on its face, appears to oppose representation by FTA and seeks for the individual employees to remain unrepresented. Individual employees may not file an intervention solely to oppose representation by an employee organization after that organization has properly filed a request for recognition with adequate proof of majority support. (See §§ 3544, 3544.1.) For all the reasons described above, the Intervention was invalid. CONCLUSION In the present case, Dailey did not provide sufficient evidence to justify why PERB should not certify FTA as the exclusive representative of the proposed unit. The facts and record in this case do not support Dailey’s contention that a valid intervention was filed in accordance with PERB’s regulations. FTA filed a petition for PERB to investigate whether FTA should be certified as the exclusive representative of the proposed unit. PERB Regulation 33485 provides: “If the Board determines (1) the employee organization requesting recognition has demonstrated proof of support of more than 50 percent of the employees in an appropriate unit, (2) no other employee organization has demonstrated proof of support of at least 30 percent of the employees, and (3) the employer has not granted recognition, the Board shall certify the petitioner as the exclusive representative.”
9 As discussed herein, FTA has demonstrated proof of majority support of an appropriate unit, no other employee organization has properly intervened to seek to represent any of the employees in the petitioned-for unit, and Dailey has not granted recognition. Accordingly, pursuant to PERB Regulation 33485, it is HEREBY CERTIFIED as of November 15, 2023, that Fresno Teachers Association (FTA/CTA/NEA) is the exclusive representative of all employees in the following unit: Certificated Unit Shall Include: All certificated teachers and other certificated classroom support professionals. Shall Exclude: All administrative and classified staff. RIGHT OF APPEAL An appeal of this decision to the Board itself may be made within ten (10) calendar days following the date of service of this decision. (PERB Reg. 32360(a) and (b).) The appeal must be in writing and state the specific issues of procedure, fact, law, or rationale being appealed, as well as the grounds for the appeal. (PERB Reg. 32360(c).)8 Within ten (10) calendar days following the date an appeal is served, any other party may file with the Board itself a response to the appeal. (PERB Reg. 32375.) A. Electronic Filing Requirements Except as specified below, documents filed with the Board itself must be filed 8 An appeal will not automatically prevent the Board from proceeding in this case; a party seeking a stay of any activity may file such a request with its administrative appeal, and must include all pertinent facts and justifications for the request. (PERB Reg. 32370.)
10 electronically. (PERB Reg. 32110(a).) Parties filing electronically must create an account and submit documents through the “ePERB Portal,” accessible from PERB’s website (www.perb.ca.gov). All electronically filed documents must be in PDF format and, to the extent possible, text searchable. (PERB Reg. 32110(d).) A document submitted through ePERB after 11:59 p.m. on a business day, or at any time on a non-business day, will be deemed filed the next regular PERB business day. (PERB Reg. 32110(f).) A filing party must adhere to the service requirements described below. B. Filing Requirements for Unrepresented Individuals Individuals not represented by an attorney or union representative, are encouraged to electronically file their documents as specified above; however, such individuals may submit their documents to PERB for filing via: in-person delivery, US Mail, or other delivery service. (PERB Reg. 32110(a) and (b).) All paper documents are considered “filed” when the originals, including proof of service (see below), are actually received by PERB’s Headquarters during a regular PERB business day. (PERB Reg. 32135(a).) Documents may be double-sided, but must not be stapled or otherwise bound. (PERB Reg. 32135(b).) The Board’s mailing address and contact information is as follows: Public Employment Relations Board Attention: Appeals Assistant 1031 18th Street, Suite 200 Sacramento, CA 95811-4124 Telephone: (916) 322-8231 C. Service and Proof of Service Concurrent service of documents on the other party and proof of service are
11 required. (PERB Regs. 32360(d), 32375, 32140, & 32093.) Proof of service forms are located on PERB’s website: www.perb.ca.gov. Electronic service of documents through ePERB or e-mail is authorized only when the party being served has agreed to accept electronic service in this matter. (See PERB Regs. 32140(b) and 32093.) D. Extension of Time A request for an extension of time in which to file an appeal or an opposition to an appeal with the Board itself must be in writing and filed with the Board. A request for an extension must be filed at least three (3) 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. (PERB Reg. 32132.)
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