Portage Cnty. Bd. of Developmental Disabilities v. Portage Cnty. Educators' Ass'n for Developmental Disabilities
103 N.E.3d 804
Ohio2018Background
- 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)
