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Decision 2916T – Los Angeles County Metropolitan Transportation Authority

LA-UM-1025-T

Decision Date: August 26, 2024

Decision Type: PERB Decision

Description:  AFSCME Local 3634 represents a unit of supervisory employees of the Los Angeles County Metropolitan Transportation Authority. The union petitioned to add Accounting Supervisors to its bargaining unit. Metro opposed AFSCME’s petition, asserting that Accounting Supervisors should be excluded from the unit because they are managerial, professional, and confidential employees. Following an investigation, PERB’s Office of the General Counsel (OGC) issued an administrative determination granting AFSCME’s petition. Metro appealed.

Disposition:  The Board found, based on its text and legislative history, that the Los Angeles County Metropolitan Transportation Authority Transit Employer-Employee Relations Act (TEERA; Pub. Util. Code, §§ 99560-99570.4) does not exclude managerial employees. But, even considering all of Metro’s facts and arguments, Accounting Supervisors are not managerial or confidential employees. The Board also found that TEERA does not create a presumption that professional employees should be represented separately from non-professional employees. Accordingly, the Board affirmed OGC’s administrative determination and added Accounting Supervisors to the existing supervisory employee bargaining unit.

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Perc Vol: 49
Perc Index: 54

Decision Headnotes

200.00000 – PARTIES; DEFINITIONS; WHO IS AN EMPLOYEE? (SEE 502 AND 1309)
200.02000 – Managerial and Confidential

Act covering supervisory employees of Los Angeles County Metropolitan Transportation Authority does not exclude managerial employees. The Board granted a petition to add Accounting Supervisors to an existing bargaining unit of supervisory employees.

200.00000 – PARTIES; DEFINITIONS; WHO IS AN EMPLOYEE? (SEE 502 AND 1309)
200.02000 – Managerial and Confidential

Access to non-public information is not sufficient to designate an employee as confidential. Only confidential information about the employer’s labor relations, such as negotiations and the processing of grievances, is relevant to this determination.

1309.00000 – REPRESENTATION ISSUES; UNIT DETERMINATION/CRITERIA (SEE ALSO WHO IS AN EMPLOYEE?, SECTION 200)
1309.01000 – In General/Definition of Appropriate Unit

When determining whether an employee should be excluded from a unit, the Board considers the actual job duties performed, not just the job description.

1309.00000 – REPRESENTATION ISSUES; UNIT DETERMINATION/CRITERIA (SEE ALSO WHO IS AN EMPLOYEE?, SECTION 200)
1309.01000 – In General/Definition of Appropriate Unit

Absent an explicit statutory exclusion, arguments to exclude employees from a bargaining unit must be based on unit appropriateness factors or criteria.

1309.00000 – REPRESENTATION ISSUES; UNIT DETERMINATION/CRITERIA (SEE ALSO WHO IS AN EMPLOYEE?, SECTION 200)
1309.11000 – Professional Employees

Act covering supervisory employees of Los Angeles County Metropolitan Transportation Authority contains no presumption that professional employees should be represented separately from non-professional employees.

1309.00000 – REPRESENTATION ISSUES; UNIT DETERMINATION/CRITERIA (SEE ALSO WHO IS AN EMPLOYEE?, SECTION 200)
1309.13000 – Supervisors

Act covering supervisory employees of Los Angeles County Metropolitan Transportation Authority does not exclude managerial employees. The Board granted a petition to add Accounting Supervisors to an existing bargaining unit of supervisory employees.

1311.00000 – REPRESENTATION ISSUES; JUDICIAL REVIEW, REPRESENTATION, DECISIONS
1311.02000 – Procedural Issues

The Board applies an abuse of discretion standard in reviewing a Board agent’s determinations on the conduct of the investigation, including whether to hold an evidentiary hearing.

1311.00000 – REPRESENTATION ISSUES; JUDICIAL REVIEW, REPRESENTATION, DECISIONS
1311.02000 – Procedural Issues

Board agents have broad discretion to determine what procedures they deem necessary to decide the questions raised by the petition. Absent a material factual dispute, the Board agent may determine that a hearing is unnecessary and decide the petition based on the parties’ submissions.