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  "name_abbreviation": "Chicago School Reform Board of Trustes v. Illinois Educational Relations Board",
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    "parties": [
      "CHICAGO SCHOOL REFORM BOARD OF TRUSTEES, Petitioner-Appellant, v. ILLINOIS EDUCATIONAL LABOR RELATIONS BOARD et al., Respondents-Appellees."
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        "text": "JUSTICE HALL\ndelivered the opinion of the court:\nThis action is brought by the Chicago School Reform Board of Trustees (the CSRBT) on a petition for administrative review of an opinion and order entered by the Illinois Educational Labor Relations Board (the Board). The respondent, Chicago Teachers Union, Local 1, AFT-IFT, AFL-CIO (the Union), filed an unfair labor practice charge against the CSRBT, before the Board, alleging that the CSRBT violated sections 14(a)(5) and, derivatively, 14(a)(1) of the Illinois Educational Labor Relations Act (the Act) (115 ILCS 5/14(a)(5), (a)(1) (West 1996)), by refusing to bargain collectively in good faith by refusing to provide the Union with certain requested information. On April 23, 1999, the Board ruled that the CSRBT had violated those sections of the Act and ordered, inter alia, that the CSRBT furnish the Union with the requested information. The CSRBT filed its timely petition for review with this court on May 28, 1999. See 115 ILCS 5/16(a) (West 1996). For the reasons that follow, we affirm. The following facts are relevant to this appeal.\nI. BACKGROUND\nDuring the summer of 1997, the CSRBT reconstituted seven Chicago high schools. Reconstitution is one of several options available to the CSRBT, pursuant to statute, for schools that have been previously placed on probation but have failed to correct deficiencies after a maximum of one year. 105 ILCS 5/34 \u2014 8.3 (West 1996). The reconstituted schools were DuSable, Englewood, Harper, King, Orr, Phillips, and Robeson. The effect of the reconstitution was that all employees of the schools, including teachers and principals, were displaced and required to interview with the CSRBT for reassignment to the positions they held prior to the reconstitution.\nGail Koffman, assistant to the president of field services for the Chicago Teachers Union, testified for the Union. Koffman testified that the interviews were conducted by interview teams. Following the interviews the teachers were notified as to whether they were selected for reassignment. The Union requested a fist of all teachers who were not retained at their prior high schools. Koffman testified that 188 out of approximately 700 teachers were not reassigned to the positions they held prior to the reconstitution. Six out of eleven union delegates were not retained. The teachers who were not retained were offered no explanation for their displacement, even though many had received \u201csuperior\u201d or \u201cexcellent\u201d performance evaluations throughout their tenures. Pursuant to the CSRBT\u2019s reassignment and layoff policy, those teachers who were not retained remained employees of the CSRBT for 10 months, during which time they were required to actively seek a position elsewhere within the Chicago public schools. Any teacher who did not acquire another position within this period was laid off and given an honorable termination from service. Koffman admitted that all 188 teachers remained employed by the CSRBT following the reconstitution and that as of the date of the hearing not one teacher had been laid off.\nAccording to Koffman, the Union received complaints from its members regarding the manner in which the interviews were conducted. Several members felt that they were not retained due to their union activities or age or race discrimination and requested that the Union file grievances on their behalf. The Union wanted to investigate these charges. Consequently, on August 15, 1997, Thomas Reece, president of the Union, tendered a written request for certain information to the CSRBT, in accordance with the provisions of article 1 \u2014 7 of the 1995-99 collective bargaining agreement (CBA). The following information was requested: (1) the names of the members of the interview teams who conducted the interviews at each of the seven reconstituted high schools and the criteria by which each of the team members were selected; (2) the instructions given to the members of the interview teams; (3) the questions that were asked of the classroom and nonclassroom teachers and career service members of the Union bargaining unit; (4) the criteria for appointing or not appointing teachers and career service members of the Union bargaining unit; and (5) . copies of all reports the interview teams submitted to the CSRBT. Koffman testified that all of the requested information was needed to explore the legitimacy of the complaints that teachers were not retained based upon age, race and union activity or membership. The requested information was deemed vital by the Union for assessing whether members had grievable discrimination claims based upon the reconstitution interview process.\nReceiving no response to its request for information, the Union proceeded to file grievances on behalf of three members. Each of the grievances contended that the CSRBT had violated one or more of the nondiscrimination provisions of the CBA. The first grievance was filed on August 21, 1997, on behalf of Union delegate Stuart Switt. The grievance alleged that the CSRBT violated the terms of the CBA by not retaining Switt at Robeson High School because of his Union activities. A second grievance was filed on September 3, 1997, on behalf of Patricia Michaels. The grievance alleged that the CSRBT refused to retain her at \u00d3rr High School, despite her 27 years of \u201csuperior\u201d performance evaluations, because of her Union affiliation and activities. A third grievance was filed on September 5, 1997, on behalf of Jay Freeman, a teacher who was not retained at Englewood High School. It alleged that the interview process lacked any objective criteria and was demeaning and discriminatory.\nOn September 4, 1997, Timothy D. Brandhust, the director of the bureau of labor and employee relations for the Chicago public schools, refused to supply the requested information on the basis that \u201c[t]he Union is not entitled to the requested information under [article 1 \u2014 7 of the CBA].\u201d\nThe Union filed this unfair labor practice charge on September 3, 1997, contending that, by refusing to provide the requested information, the CSRBT violated sections 14(a)(5) and, derivatively, 14(a)(1) of the Act (115 ILCS 5/14(a)(5), (a)(1) (West 1996)). On December 1, 1997, the Board issued a complaint and notice of hearing on the Union\u2019s unfair labor practice charge. The complaint alleged: (1) that the requested information is necessary for and relevant to the Union\u2019s performance of its function as the exclusive collective bargaining representative for the teachers; (2) that the CSRBT failed to supply the requested information; and (3) that by so refusing, the CSRBT has failed to bargain collectively in good faith with the Union, thereby engaging in an unfair labor practice within the meaning of sections 14(a)(5) and 14(a)(1) of the Act. The CSRBT filed an answer denying\" that the requested information was necessary for, and relevant to, the Union\u2019s performance of its function as the exclusive bargaining representative. The CSRBT also asserted as an affirmative defense that the requested information pertained to prohibited subjects of bargaining, as specified in sections 4.5(a)(3) and (a)(4) of the Act. 115 ILCS 5/4.5(a)(3), (a)(4) (West 1996).\nThe matter was heard by an administrative law judge (ALJ) on March 27, 1998. During the hearing the Union maintained that the requested information concerned the wages, hours, and terms and conditions of employment and, therefore, was relevant for the performance of its contract administration duties as the exclusive bargaining agent. The information was relevant to the Union\u2019s ability to make an informed decision as to whether the claims of discrimination it received were meritorious and a proper basis for filing a grievance. The CSRBT maintained that the requested information was to be used to assist the Union in the prosecution of grievances challenging staffing decisions. Since such decisions are prohibited subjects of bargaining, the requested information was not necessary for or relevant to the Union\u2019s performance of its function as the exclusive bargaining agent. According to the CSRBT, the allegations relating to violations of the antidiscrimination provisions of the CBA were simply a tool to circumvent the prohibitions of bargaining set out in section 4.5 of the Act.\nOn June 24, 1998, the ALJ issued a recommended decision and order finding that, because of the displacement and potential termination of the teachers as a result of the reconstitution process, the information requested by the Union concerned terms and conditions of employment. Thus, the requested information was presumptively relevant to the Union\u2019s duties of contract administration. The ALJ further found that nothing in the Illinois School Code (105 ILCS 5/1 \u2014 1 et seq. (West 1996)) or the Act rendered the antidiscrimination clauses of the CBA invalid. Therefore, the ALJ found that by refusing to supply the requested information the CSRBT violated sections 14(a)(5) and, derivatively, 14(a)(1) of the Act. He ordered, inter alia, that the CSRBT furnish the Union with the requested information.\nThe CSRBT filed exceptions to the ALJ\u2019s recommended order and decision. In a split decision, the Board adopted the ALJ\u2019s recommended order and decision in an opinion and order issued on April 23, 1999. Two members of the Board voted to affirm the ALJ, while two voted to reverse. On appeal, the CSRBT contends that the Board erred in finding that the CSRBT violated sections 14(a)(5) and, derivatively, section 14(a)(1) of the Act, by refusing to give the Union the information it requested.\nII. DISCUSSION\nA. Standard of Review\nAn administrative agency\u2019s findings of fact are deemed to be prima facie true and correct. 735 ILCS 5/3 \u2014 110 (West 1998); Village of Skokie v. Illinois State Labor Relations Board, 306 Ill. App. 3d 489, 714 N.E.2d 87 (1999). Factual findings will not be disturbed by this court unless they are against the manifest weight of the evidence. Abrahamson v. Department of Professional Regulation, 153 Ill. 2d 76, 606 N.E.2d 1111 (1992). An administrative agency\u2019s findings on a question of law are reviewed with less deference. This court reviews such determinations on a de novo basis. Branson v. Department of Revenue, 168 Ill. 2d 247, 659 N.E.2d 961 (1995).\nIn this case, the issue presented cannot be designated solely as a question of fact or a question of law. Thus, the Board\u2019s determination should be considered a mixed question of fact and law and the \u201cclearly erroneous\u201d standard of review is applicable. See Branson, 168 Ill. 2d at 254; City of Belvidere v. Illinois State Labor Relations Board, 181 Ill. 2d 191, 692 N.E.2d 295 (1998); Village of Skokie, 306 Ill. App. 3d at 492.\nB. Duty to Provide Requested Information\nThe CSRBT is an educational employer within the meaning of section 2(a) of the Act. 115 ILCS 5/2(a) (West 1996). The Union is an employee organization within the meaning of section 2(c) of the Act. 115 ILCS 5/2 (c) (West 1996). The Union is the exclusive representative within the meaning of section 2(d) of the Act (115 ILCS 5/2(d) (West 1996)) and represents a bargaining unit that includes secondary teachers.\nThe charge filed by the Union in this case' alleged that the \u201cemployer failed and refused to supply information to the Union pursuant to a written request dated August 15, 1997,\u201d in violation of section 14(a)(5) and, derivatively, section 14(a)(1) of the Act. Section 14(a)(5) prohibits educational employers from:\n\u201cRefusing to bargain collectively in good faith with an employee representative which is the exclusive representative of employees in an appropriate unit, including but not limited to the discussing of grievances with the exclusive representative ***.\u201d 115 ILCS 5/14(a)(5) (West 1996).\nSection 14(a)(1) prohibits educational employers from \u201c[i]nterfering, restraining or coercing employees in the exercise of rights guaranteed under this Act.\u201d 115 ILCS 5/14(a)(l) (West 1996).\nThe CSRBT contends that it had no duty to provide the requested information to the Union. Specifically, it contends that the requested information was not relevant or necessary to the Union\u2019s performance of its responsibilities to bargain and administer the parties\u2019 CBA, because it related to class staffing and assignment, a prohibited subject of bargaining.\nIt has been held that an educational employer\u2019s statutory duty to bargain in good faith includes the duty to provide the Union with information, upon request. National Labor Relations Board v. Acme Industrial Co., 385 U.S. 432, 17 L. Ed. 2d 495, 87 S. Ct. 565 (1967); Thornton Community College, 5 Pub. Employee Rep. (Ill.) par. 1003 No. 88 \u2014 CA\u20140008C (IELRB November 29, 1988) (hereinafter 5 Pub. Employee Rep. (Ill.) par. 1003). However, the Union is not entitled to all information held by management. Lebanon Community Unit School District, 11 Pub. Employee Rep. (Ill.) par. 1032 No. 94 \u2014 CA\u20140021S (ILERB March 30, 1995) (hereinafter 11 Pub. Employee Rep. (Ill.) par. 1032). The information sought must be directly relevant to the Union\u2019s function as the exclusive bargaining representative and must appear \u201creasonably necessary\u201d for the performance of this function. 5 Pub. Employee Rep. (Ill.) par. 1003. It is recognized that the duty to bargain in good faith extends beyond the contract negotiations to grievance administration. National Labor Relations Board v. Acme Industrial Co., 385 U.S. 432, 17 L. Ed. 2d 495, 87 S. Ct. 565 (1967).\nThe determinative issue in this case is whether the requested information is relevant and necessary to the performance of the Union\u2019s functions and duties as the exclusive bargaining representative.\nThe Union contends that the requested information is presumptively relevant to its duties as the exclusive bargaining agent because it relates to the wages, hours, and terms and conditions of employment. Dupo Community Unit School District No. 196, 13 Pub. Employee Rep. (Ill.) par. 1044 No. 96 \u2014 CA\u20140021S (IELRB March 5, 1997); Cahokia Community Unit School District No. 187, 8 Pub. Employee Rep. (Ill.) par. 1058 No. 91 \u2014 CA\u20140058F (IELRB June 8, 1992). The Board found that the requested information \u201cfalls squarely\u201d within the meaning of wages, hours, and terms and conditions of employment, because it concerns the procedures and criteria used by the CSRBT during the reconstitution process, which resulted in the displacement and possible termination of 188 bargaining unit members. The CSRBT has never argued that the requested information did not concern wages, hours, and terms and conditions of employment. Nor has the CSRBT raised any bona fide objections, such as reasonable good-faith confidentiality concerns or an undue burden in compilation. See Hardin County Community Unit School District No. 1, 7 Pub. Employee Rep. (Ill.) par. 1038 Nos. 86 \u2014 CA\u20140064S, 89\u2014 CA \u2014 0031S (IELRB March 8, 1991). We find that the requested information is presumptively relevant.\nHowever, we must still consider the CSRBT\u2019s contention that the requested information deals with a prohibited subject of bargaining. Section 4.5 of the Act prohibits the CSRBT and the Union from engaging in collective bargaining on certain subjects, including:\n\u201c(4) Decisions to determine class size, class staffing and assignment, class schedules, academic calendar, hours and places of instruction, or pupil assessment policies, and the impact of these decisions on individual employees or the bargaining unit.\u201d 115 ILCS 5/4.5(a)(4) (West 1996).\nThese types of decisions are \u201cwithin the sole authority of the educational employer to decide.\u201d 115 ILCS 5/4.5(b) (West 1996).\nThe CSRBT argues that the information requested by the Union is related to \u201cclass staffing and assignment,\u201d a prohibited subject of bargaining. Essentially, the CSRBT contends that the grievances for which the Union sought information were inarbitrable because the subject matter of those grievances would conflict with section 4.5 of the Act. An educational employer is not required to arbitrate a dispute that it did not contractually agree to arbitrate or which is not arbitrable under section 10(b) of the Act. Board of Education of Rockford School District No. 205 v. Illinois Educational Labor Relations Board, 165 Ill. 2d 80, 649 N.E.2d 369 (1995). Section 10(b) provides in pertinent part:\n\u201cThe parties to the collective bargaining process shall not effect or implement a provision in a collective bargaining agreement if the implementation of that provision would be in violation of, or inconsistent with, or in conflict with any statute or statutes enacted by the General Assembly of Illinois.\u201d 115 ILCS 5/10(b) (West 1996).\nThe CSRBT correctly asserts that an educational employer need not supply requested information relating to a nonbargainable grievance. Village of Franklin Park v. Illinois State Labor Relations Board, 265 Ill. App. 3d 997, 638 N.E.2d 1144 (1994); 11 Pub. Employee Rep. (Ill.) par. 1032. However, we find that the grievances filed in this case were grievable.\nThe grievances filed here, for which the Union requested information, involved alleged violations of the nondiscrimination provisions in the parties\u2019 CBA. The grievances did not challenge the CSRBT\u2019s authority to make decisions regarding class staffing and assignment. They did not challenge the CSRBT\u2019s authority to reconstitute schools and to reassign teachers. The grievances sought to determine whether the reasons that three teachers were not retained were discriminatory reasons prohibited by the parties\u2019 CBA.\nIn Chicago Teachers Union (Sandra Gordon) & Chicago School Reform Board of Trustees, 15 Pub. Employee Rep. (Ill.) par. 1038 No. 98 \u2014 CA\u20140032C (IELRB April 23, 1999), the Board analyzed the language contained in section 4.5(a)(4) of the Act and concluded that the word \u201cclass\u201d modifies both \u201cstaffing\u201d and \u201cassignment.\u201d The Board interpreted \u201cclass staffing\u201d and \u201cclass assignment\u201d to mean how a class is staffed (i.e., one teacher, two teachers working as a team, etc.) or what class is assigned to a particular teacher. Relying on this construction, the Board found that the teacher\u2019s grievance protesting her termination, as well as the school district\u2019s refusal to make her a permanent rather than a reserve teacher, did not concern \u201cclass staffing and assignment.\u201d Rather the grievance involved a dispute regarding retention and promotion, not prohibited subjects of bargaining. The Gordon case is presently on appeal. Chicago School Reform Board of Trustees v. Illinois Educational Labor Relations Board, No. 1 \u2014 99\u20141680 (September 29, 2000).\u201c\nHere the grievances relate to the decision whether to retain the grievants as employees, not to how a class is staffed (one or two teachers) or what class a particular teacher is assigned to teach. The grievances at issue involve questions of retention and discrimination, not prohibited subjects of bargaining.\nIn Chicago Teachers Union (Barry Riback) & Chicago School Reform Board of Trustees, 15 Pub. Employee Rep. (Ill.) par. 1008 No. 98 \u2014 CA\u20140033C (IELRB December 9, 1998), the ALJ found that the portion of the Union\u2019s grievance contesting the teacher\u2019s classification as a reserve teacher eligible for permanent employment was arbitrable under article 3 of the parties\u2019 collective bargaining agreement and did not conflict with section 4.5 of the Act, because it did not contest the CSRBT\u2019s statutory right to layoff employees. In Chicago Teachers Union (Carol Wood) & Chicago School Reform Board of Trustees, 14 Pub. Employee Rep. (Ill.) par. 1079 No. 98 \u2014 CA\u20140031C (IELRB August 11, 1998), the ALJ similarly found that the grievance was arbitrable and did not conflict with section 4.5 of the Act. The issue in the grievance was one of classification and compensation, not whether the CSRBT had the authority to lay off or assign Wood. The ALJ in Wood reasoned that the CSRBT \u201cshould not be able to avoid scrutiny of this matter by merely labeling its action toward [the grievant] as either a \u2018layoff and/or \u2018assignment\u2019 decision.\u201d\nIn both Wood and Riback, the ALJ conceded that the CSRBT has broad powers under section 4.5 of the Act, but pointed out that \u201cthe exercise of [the board\u2019s] discretionary powers may not be done in an arbitrary, capricious or unreasonable manner.\u201d To allow the CSRBT in this case to reconstitute schools and displace teachers in a discriminatory manner would be to condone an arbitrary, capricious, and unreasonable exercise of those powers.\nThe Lebanon case cited by the CSRBT is distinguishable. In Lebanon the Board found that the requested information was not reasonably necessary for the performance of its function as the exclusive bargaining representative because the grievance was based on nonnegotiable board of education policies, rather than on a violation of any provision of the parties\u2019 collective bargaining agreement. In the present case, the grievances are clearly based on alleged violations of specific provisions of the parties\u2019 CBA.\nThe CSRBT contractually agreed to arbitrate disputes involving the nondiscrimination provisions of the agreement. The parties\u2019 collective bargaining agreement contains several provisions specifically prohibiting discrimination. Article 3 of the CBA defines a \u201cgrievance\u201d very broadly as \u201ca complaint involving a work situation *** or a complaint that there has been a violation, misinterpretation, or misapplication of any provisions of the agreement.\u201d There are no specific exclusions in this grievance clause. The Supreme Court has held that an agreement to arbitrate disputes will be found where the collective bargaining agreement contains a broad grievance clause without any specific exclusions unless there is forceful evidence of an intent to exclude a particular claim from arbitration. United Steelworkers of America v. Warrior & Gulf Navigation Co., 363 U.S. 574, 4 L. Ed. 2d 1409, 80 S. Ct. 1347 (1960). See also Staunton Community Unit School District No. 6 v. Illinois Educational Labor Relations Board, 200 Ill. App. 3d 370, 558 N.E.2d 751 (1990). In light of the broad language of the parties\u2019 grievance clause and the lack of any exclusions from arbitration, it can be said that the CSRBT contractually agreed to arbitrate discrimination claims.\nWe find that the information requested by the Union is relevant to its duties as the exclusive bargaining agent of its members. The requested information was not related to \u201cclass staffing and assignment,\u201d nor to any other prohibited subject of bargaining. Therefore, we affirm the Board\u2019s finding that the CSRBT violated section 14(a)(5) and, derivatively, section 14(a)(1) of the Act by failing to provide the requested information to the Union.\nC. Constitutionality of Sections 4.5(a)(3) and (a)(4) of the Act\nThe Union makes a conclusory argument that sections 4.5(a)(3) and (a)(4) of the Act violate the Illinois and United States Constitutions. The Union failed to comply with Supreme Court Rule 341(e)(7) (155 Ill. 2d R. 341(e)(7)) by failing to provide any pertinent authority, legal analysis or argument in support of its contention. Where a party claiming a statute is unconstitutional fails to argue specifically why the statute is unconstitutional and cites no authority in support of its contention, that argument has been waived. Kirchner v. Greene, 294 Ill. App. 3d 672, 691 N.E.2d 107 (1998); Country Mutual Insurance Co. v. Birner, 293 Ill. App. 3d 452, 688 N.E.2d 859 (1997); Heatherly v. Rodman & Renshaw, Inc., 287 Ill. App. 3d 372, 678 N.E.2d 59 (1997).\nAccordingly, for the reasons set forth above the decision of the Illinois Educational Labor Relations Board is affirmed.\nAffirmed.\nHOFFMAN, P.J., and SOUTH, J., concur.\nArticle 1 \u2014 7 of the parties\u2019 CBA provides in pertinent part that \u201c[t]he Office of the General Superintendent shall furnish to the UNION information necessary to the intelligent and professional resolution of specific grievances and professional problems of teachers or other bargaining unit members.\u201d\nWhen there is a tie vote, the ALJ\u2019s ruling becomes the final order of the agency but does not have any precedential effect. Board of Education of Community Consolidated High School District No. 230 v. Illinois Educational Labor Relations Board, 165 Ill. App. 3d 41, 518 N.E.2d 713 (1987).\nWhile we recognize that reported decisions of the Illinois Educational Labor Relations Board have no precedential value, we find them to be instructive on some issues and therefore reference them where appropriate.",
        "type": "majority",
        "author": "JUSTICE HALL"
      }
    ],
    "attorneys": [
      "Marilyn F. Johnson and Rochelle L. Gordon, both of Chicago, for petitioner.",
      "Gregory N. Freerksen, Lawrence A. Poltrock, and Julie S. Desierto, all of Witwer, Poltrock & Giampietro, of Chicago, for respondents."
    ],
    "corrections": "",
    "head_matter": "CHICAGO SCHOOL REFORM BOARD OF TRUSTEES, Petitioner-Appellant, v. ILLINOIS EDUCATIONAL LABOR RELATIONS BOARD et al., Respondents-Appellees.\nFirst District (4th Division)\nNo. 1\u201499\u20141804\nOpinion filed July 20, 2000.\nMarilyn F. Johnson and Rochelle L. Gordon, both of Chicago, for petitioner.\nGregory N. Freerksen, Lawrence A. Poltrock, and Julie S. Desierto, all of Witwer, Poltrock & Giampietro, of Chicago, for respondents."
  },
  "file_name": "0522-01",
  "first_page_order": 540,
  "last_page_order": 551
}
