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Portage Cnty. Bd. of Developmental Disabilities v. Portage Cnty. Educators' Ass'n for Developmental Disabilities
103 N.E.3d 804
Ohio
2018
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Background

  • Employee Patricia Byttner (Account Clerk I) was asked to substitute as a bus driver/aide; she refused citing knee surgery and that the duty was not in her job description.
  • The Portage County Board unilaterally amended her job description to require vehicle operator/attendant duties as needed.
  • The union grieved; an arbitrator found the board violated the collective-bargaining agreement by adding the duty but held Byttner remained bound by her prior voluntary commitment to occasionally substitute unless she presented medical documentation.
  • The board moved in common pleas court to vacate the arbitration award under R.C. 2711.10(D); the trial court granted the motion, concluding the arbitrator exceeded his authority.
  • The court of appeals reversed, applying de novo review and reinstating the arbitration award; the district court certified a conflict on the correct standard of appellate review (de novo vs. abuse of discretion).
  • The Ohio Supreme Court answered the certified question: appellate courts should accept trial-court factual findings unless clearly erroneous but review questions of law de novo when reviewing a trial court’s decision to confirm, modify, vacate, or correct an arbitration award.

Issues

Issue Plaintiff's Argument Defendant's Argument Held
Proper standard of appellate review of a trial court decision confirming, modifying, vacating, or correcting an arbitration award Association: appellate review should be de novo (accept non‑clearly erroneous facts; legal questions de novo) Board: initially urged abuse of discretion to promote arbitration finality; later argued factual-issue deference (clearly erroneous) Court: Apply First Options framework — accept trial-court factual findings unless clearly erroneous; review questions of law de novo
Whether the arbitrator exceeded his authority under R.C. 2711.10(D) Association: arbitrator acted within the essence of the CBA and set reasonable limits Board: arbitrator exceeded powers by rewriting job duties Court of appeals (and affirmed): under de novo review, arbitrator did not exceed authority; arbitration award reinstated

Key Cases Cited

  • First Options of Chicago, Inc. v. Kaplan, 514 U.S. 938 (establishes appellate review rule: accept factual findings not clearly erroneous; review legal questions de novo)
  • Cedar Fair, L.P. v. Falfas, 140 Ohio St.3d 447 (Ohio Supreme Court treating R.C. 2711.10 as substantively equivalent to FAA § 10)
  • Green v. Ameritech Corp., 200 F.3d 967 (6th Cir.) (whether arbitrator exceeded authority is a question of law)
  • Richey v. Autonation, Inc., 60 Cal.4th 909 (California Supreme Court applying the same mixed standard of review)
Read the full case

Case Details

Case Name: Portage Cnty. Bd. of Developmental Disabilities v. Portage Cnty. Educators' Ass'n for Developmental Disabilities
Court Name: Ohio Supreme Court
Date Published: Apr 25, 2018
Citation: 103 N.E.3d 804
Docket Number: 2017-0696
Court Abbreviation: Ohio