August 30, 2008
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Bonner Sch. Dist. No. 14 v. Bonner Educ. Assoc., No. 06-0724 (Mont. Jan. 15, 2008)


The Montana Supreme Court has ruled that teacher transfers and assignments are “other conditions of employment” subject to mandatory bargaining under Montana’s Collective Bargaining for Public Employees Act (CBPEA). The ruling struck down as unfair labor practices some involuntary transfers and reassignments ordered during the 2003-2004 school year by the superintendent of Bonner School District (BSD), even though the collective bargaining agreement (CBA) between the district and the teachers union contained a management rights clause. Bonner Education Association (BEA), the union, first filed an unfair labor practice claim with the Montana Board of Personnel Appeals, charging that BSD violated CBPEA by refusing to bargain in good faith over these conditions of employment.

The board concluded that the involuntary transfers constituted mandatory subjects of bargaining, rejecting BSD’s argument that the CBA, by expressly incorporating the statutory management rights set forth in CBPEA, authorized the district to make involuntary transfers and reassignments. Such a broad interpretation necessarily would defeat other express provisions of the CBA regarding teacher choice in staffing and hiring decisions, the board found. The board also concluded that BEA had not waived its right to bargain for transfers and reassignments when it agreed to the CBA’s integration and management rights clauses. BSD appealed to a state district court, which ruled in its favor, holding that (1) the statutory management right contained in CBPEA expressly reserved to BSD the right to transfer or assign involuntarily; and (2) the CBA’s management rights clause and the CBPEA management right authorized BSD to transfer and assign unilaterally absent an express provision requiring bargaining. The trial court therefore did not consider whether BEA had waived its right to bargain for transfers and assignments.

The supreme court first addressed whether teacher transfers and reassignments are subject to mandatory bargaining under CBPEA. As in the past, the court looked to the federal courts’ construction of the federal National Labor Relations Act (NLRA) to assist in interpreting CBPEA. Noting “early federal NLRA decisions that employee transfers and reassignments, like those at issue in this case, constitute conditions of employment,” the court reached the same conclusion as to CBPEA, a conclusion the court found consistent with the statutory purposes of both acts as enunciated by the state legislature and the U.S. Supreme Court. The court rejected BSD’s argument that the CBPEA management rights provision absolved it of any duty to bargain over transfers and reassignments. Rather, this provision preserves the employer’s right to make the final decision after it satisfies its obligation to meet with the employees’ representative and negotiate in good faith.

The court then turned to whether the management rights clause in the CBA insulated BSD from the unfair labor practice charge. The court conceded that, viewed in isolation, the clause appeared to authorize unilateral teacher transfers. However, another clause in the CBA, which was designed to preserve teachers’ professional advantages enjoyed prior to execution of the agreement, would only have meaning if the duty to negotiate in good faith over teacher transfers and reassignments were implicitly preserved. Because the court was obligated to “interpret the CBA in a manner that give[s] effect to every part if reasonably practicable,” it resolved the ambiguity over whether BEA had waived its right to negotiate over transfers in favor of the duty to negotiate. This furthered the legislative goal of providing good faith negotiation as a vehicle for removing “certain recognized sources of strife and unrest and arrive at friendly adjustment of all disputes between public employers and their employees,” the court reasoned.

Bonner Sch. Dist. No. 14 v. Bonner Educ. Assoc., No. 06-0724 (Mont. Jan. 15, 2008)