Clark Hill

Education Law Alert  January 8, 2010 

 

Education Law Practice Group Leader

 

248.988.5847

 

 

Contributor

 



Barbara A. Ruga

616.608.1105 

 

 

 

 

 



 

Education Law Practice Group
Members

Dana L. Abrahams

James M. Crowley

John L. Gierak

Marshall W. Grate

Robert A. Lusk 

Mark W. McInerney

William A. Moore 

Jeremy S. Motz
Nancy L. Mullett

Kevin M. Nalu

Barbara A. Ruga
Kevin T. Sutton

Roger A. Swets

Alan D. Szuma

Joseph E. Turner, Jr. 

Joseph B. Urban

Ann L. VanderLaan 

 

 

Education Law Alert 

 

Impact of Michigan Race to the Top Legislation on Collective Bargaining
by Barbara A. Ruga

 

The package of bills embodying Michigan's Race to the Top (RTTT) legislation has both an immediate impact on public schools' collective bargaining obligations and a future impact on those schools to be identified as the 5% lowest achieving schools.  While it is premature to predict all of the potential implications, this article identifies those provisions that school negotiators must consider in preparing for upcoming contract talks.


Mandatory Subjects of Bargaining

 

A school district is required to negotiate, upon request, over mandatory subjects of bargaining such as wages, hours, and any other terms and conditions that significantly impact an employee's working conditions.  There are several mandatory subjects of bargaining impacted by the RTTT legislation signed by the Governor on January 4, 2010.


Performance Evaluation Systems

 

The most immediate impact emanates from new School Code section 1249, created by Senate Bill 981, which requires each school board to adopt a "rigorous, transparent and fair" performance evaluation system appraising administrators and teachers.  The requirements of 1249 are effective immediately.

 

The phrase "rigorous, transparent and fair" is not defined within the new statute, however, each board must adopt the system "...with the involvement of teachers and administrators."  As a practical matter, this means that the systems will be developed through the collective bargaining process with teacher and, where applicable, administrator unions, as a performance evaluation system is a mandatory subject of bargaining.  Although parties to the labor contract cannot nullify the statutory requirements, to the extent the criteria is open to interpretation or lacks concrete specificity, the parties will define the statute through the collective bargaining process. 

 

Section 1249 states any performance evaluation system that is ultimately adopted and implemented must:

(a)  Evaluate the teacher's or school administrator's job performance at least annually while providing timely and constructive feedback. 
(b) Establish clear approaches to measuring student growth and provides teachers and school administrators with relevant data on student growth. 
(c) Evaluate a teacher's or school administrator's job performance, using multiple rating categories that take into account data on student growth as a significant factor.  For these purposes, student growth shall be measured by national, state, or local assessments and other objective criteria. 
(d) Use the evaluations, at a minimum, to inform decisions regarding all of the following:

 (i) The effectiveness of teachers and school administrators, ensuring that they are given ample opportunities for improvement.
(ii) Promotion, retention, and development of teachers and school administrators, including providing relevant coaching, instruction support, or professional development.
(iii) Whether to grant tenure or full certification, or both, to teachers and school administrators using rigorous standards and streamlined, transparent, and fair procedures.
(iv) Remove ineffective tenured and untenured teachers and school administrators after they have had ample opportunities to improve, and ensuring that these decisions are made using rigorous standards and streamlined, transparent, and fair procedures.

Lacking more specific statutory guidance, boards and unions will flesh out phrases such as "timely and constructive feedback," "relevant data on student growth" and "ample opportunities to improve" at the bargaining table, as well as agree upon the measures and objective criteria to determine student growth.  It is important for school boards to recall that they are not required to agree on any provision that they believe is not in the best interest of the school district.  Furthermore, how section 1249 and evolving contract provisions will influence Tenure Commission decisions in light of the statute's requirement that "ineffective tenured and untenured teachers and school administrators" be removed "using rigorous standards and streamlined, transparent and fair procedures" will be determined on a case by case basis.  
 

The requirements of section 1249, unlike the requirements of section 1250 (relating to merit pay), are not deferred until expiration of the current collective bargaining cycle, except insofar as the new performance evaluation system may impact merit pay eligibility.  As a practical matter, this means that all school boards, whether or not their contracts are open for negotiations, are expected to begin discussions with teachers and administrators, and through their collective bargaining representatives, where applicable, adopt a performance evaluation system that satisfies section 1249.
 

Compensation - Merit Pay Systems

 

Another mandatory subject of bargaining impacted by the RTTT legislation is merit pay.  Section 1250 requires school boards to adopt compensation systems for administrators and teachers that include job performance and job accomplishments as a "significant factor" in determining compensation and additional compensation.  The assessment of  "job performance," as used in this section, must incorporate a rigorous, transparent and fair evaluation system based "at least in part" by data on student growth as measured by assessments and other objective criteria.  Inasmuch as compensation systems are a mandatory subject of bargaining, section 1250's requirements will be determined through the collective bargaining process.

 

Section 1250 acknowledges this reality.  If a current collective bargaining agreement prevents compliance with section 1250, then compliance is not expected until the current contract expires. 
 

Basic Instructional Supplies

 

An amendment to the State Aid Act requires that teachers be provided access to "basic instructional supplies," a term the MDE will define via an electronic publication.  Although the MDE and the Act combine to dictate much of the requirements and process for filing a claim, undoubtedly, demands to bargain will arise from this portion of the legislation.


Administrator Certification

 

School boards whose administrators are represented by collective bargaining agents should anticipate demands to bargain the cost of the new and continuing certification requirements, as well as possible release time during the school year to attend conferences to achieve such certification.

 

Prohibited Subjects

 

A prohibited subject of bargaining is a subject over which the public school authority has sole authority to act.  Further, contract language relating to a prohibited subject is unenforceable.  In Michigan, prohibited subjects were first added to section 15 of PERA in 1994.  The RTTT legislation modifies the 1994 list.  The significance of the modifications is that although a school board may still unilaterally subcontract non-instructional support services, it may now only do so after providing the union representing employees whose services may be subcontracted, an opportunity to bid on an "equal basis" as other bidders.  If an equal opportunity is not provided, then presumably, the subcontracting of non-instructional support services cannot be unilaterally decided, but instead reverts back to a mandatory subject and good faith bargaining must occur before a final subcontracting decision is made. 

 

What constitutes an "equal basis" is not defined within the Act; most likely, the RFP will be provided to the appropriate collective bargaining agent and that agent will be given the same opportunities as other bidders to respond in accordance with the terms of the RFP.  Because the phrase "equal basis" is not defined within the Act, demands to negotiate what that phrase means should be anticipated as part of a board's contract negotiations planning and preparation.

 

Other prohibited subjects of bargaining are created by the RTTT legislation, but are applicable only to schools identified as within the 5% lowest achieving schools.  These schools will have an additional list of prohibited subjects affecting their relationships with their teacher unions, depending upon the reform model adopted by the board or imposed by the School Reform Officer.  The School Reform Officer becomes the public employer as to the bargaining obligation, if any, applicable to the reform models.  Future articles will address these new prohibited subjects of bargaining and their implication to such schools.

 

Permissive Subjects

 

In addition to the above, the RTTT legislation may lead teacher unions to request bargaining about a number of academic and curriculum areas modified by the new bills.  School boards and their negotiators should remember that decisions relating to curriculum are generally permissive subjects of bargaining.  Only when the curriculum decision has a direct effect on the terms and conditions of employment will the decision become a mandatory subject of bargaining.  Thus, the new requirements relating to compulsory attendance should not spawn demands to bargain.  On the other hand, the additional options relating to teacher input concerning a secondary student's personal curriculum, as well as the issue of teacher input for subject area content expectations, may generate creative demands to bargain the teacher's rights and responsibilities.


Conclusion

 

This analysis is of necessity based solely on the RTTT legislation and existing MERC precedents.  As experienced school negotiators know, the real impact of the legislation will be determined by how each school board addresses the new requirements within their labor contracts.  Clark Hill's Education Practice Group is available to assist your boards in determining how the RTTT legislation will impact your contract and enhance your educational programs.  If you have any questions, contact your Clark Hill attorney.  All articles are also posted on the Clark Hill Website for future reference and can be accessed by visiting www.clarkhill.com.

  




 

 

For further information about the content of this Education Law Update, please contact Robert A. Lusk at 248-988-5847. To find out more about Clark Hill and our Education Law team, visit clarkhill.com or call 800.949.3124

 

 

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