This is an appeal by a school board and by a teachers5 association from a circuit court judgment. That judgment modified and affirmed a ruling of the state employment relations commission. That ruling declared the rights of the school board as employer and of the teachers’ association as collective bargaining agent under sec. 111.70 (1) (d), Stats.
The statute. This statute (sec. 111.70 (1) (d), Stats.), establishing the right of “collective bargaining” in the public sector in this state, provides as follows:
“(d) ‘Collective bargaining’ means the performance of the mutual obligation of a municipal employer, through its officers and agents, and the representatives of its employes, to meet and confer at reasonable times, in good faith, with respect to wages, hours and conditions of employment with the intention of reaching an agreement, or to resolve questions arising under such anagreement. The duty to bargain, however, does not compel either party to agree to a proposal or require the making of a concession. Collective bargaining includes the reduction, of any agreement reached to a written and signed document. The employer shall not he required to bargain on subjects reserved to management and direction of the governmental unit except insofar as the manner of exercise of such functions affects the wages, hours and conditions of employment of the employes. In creating this subchapter the legislature recognizes that the public employer must exercise its powers and responsibilities to act for the government and good order of the municipality, its commercial benefit and the health, safety and welfare of the public to assure orderly operations and functions within its jurisdiction, subject to those rights secured to public employes by the constitutions of this state and of the United States and by this subchapter.” .(Emphasis supplied.)
'
The limits.
As to collective bargaining in the public sector, the underlined portions of the statute establish three categories: (1) Where collective bargaining is required; (2) where collective bargaining is permitted, but not required; and (3) where collective bargaining agreements are prohibited.
1
The obligation of the public employer to “meet and confer” and its fight to agree to a policy in a “written and signed document” extends only to matters of “wages, hours and conditions of employment.” Beyond such limit is the area of “subjects reserved to management and direction of the governmental unit,” where the public employer may, but is not required, to “meet and confer” and may, but is not required, to agree in a “written and signed document.” Beyond such limit of voluntary bargaining is the area involving the exercise of the public employer’s “powers and responsibilities to act for the . . . good order of the municipality, its commercial benefit and the
The parties.
Here we deal with collective bargaining between a local school board and a teachers’ association. Both board and association are involved, not only in the collective bargaining process as statutorily defined,
2
but also in the political process as constitutionally assured.
3
The school board is an employer under the statute,
4
and it is also a public body of elected officials, with powers and duties for the operation of the school system in the public interest.
5
As such employer, it must bilaterally “meet and confer” and may agree in a “written and signed document” as to matters involving “wages, hours and conditions of employment.” As such public body and as to matters of school management and educational policy, it cannot be required to collectively bargain with the collective bargaining agent for its employees. The teachers’ association here is a collective bargaining agent under the statute,
6
and also a professional association of teachers concerned with
The 'problem.
The difficulty encountered in interpreting and applying sec. 111.70 (1) (d), Stats., is that many subject areas relate to “wages, hours and conditions of employment,” but not only to such area of concern. Many such subjects also have a relatedness to matters of educational policy and school management and operation. What then is the result if a matter involving “wages, hours and conditions of employment” also relates to
(A)
Teacher evaluation.
A series of proposals relating to teacher evaluation were submitted to the school board by the teachers’ association as appropriate subjects for required bargaining. As to two of them, (1) who was to evaluate teacher performance, and (2) assistance to teachers whose evaluations were poor, the commission held that they did not primarily involve “wages, hours and conditions of employment.” As to the others,
16
involving procedures to be used in evaluation, the commission held that they did primarily relate to “wages, hours and conditions of employment.” The
(B)
Teacher files.
The teachers’ association suggested as required bargaining matters certain proposals concerning teacher files and records.
18
The commission found these proposals to relate primarily to “wages, hours and conditions of employment,” with bargaining required. The commission incorporated the rationale of its holding as to teacher evaluation, and the reviewing court affirmed, holding the purpose of keeping teacher files to be “for the purpose of evaluating teachers and
(C)
Just cause standard.
The teachers’ association claimed bargaining was required under the statute as to its proposals regarding the “just cause standard” for disciplinary action against teachers.
19
The commission held that these “just cause” proposals primarily relate to “wages, hours and conditions of employment,” and mandated bargaining. The trial court affirmed this holding. As to this holding the school board does not challenge the requirement of bargaining as to a just cause for dismissal. Instead it challenges the bargainability of renewal or nonrenewal of a teacher’s contract. Outside of Milwaukee county where teachers have tenure,
20
the state statute provides that, on or before March 15 of each year, the school board “shall give the teacher written notice of renewal or refusal to renew his contract.”
21
(D)
Teacher layoffs.
The teachers’ association submitted certain proposals in the field of teacher layoffs
(E)
Problem students.
The teachers’ association submitted as proper subjects for mandated bargaining a number of proposals involving “problem students.”
27
The commission found the proposals to be “ambiguous” and divided them into two categories of student misbehavior: (1) Misbehavior that does not involve threats to physical safety (of the teachers); and (2) misbehavior of students that presents a physical threat to the teacher’s safety. It then held that the first category was not mandatorily bargainable, and that the second was. The reviewing court continued this sharp distinction, upholding the commission ruling that held the portions of the association’s proposals that were required bargaining subjects to be confined “strictly to student misbehavior involving physical threats to the teacher’s safety.” The trial court also noted a.particular association proposal dealing with referral of problem students
' (F)
School calendar.
The teachers’ association suggested the school calendar as a required bargaining topic.
29
The commission ruled that “all aspects of the school calendar” were mandatorily bargainable. The reviewing court affirmed this holding, adding that “all that is required of the employer in collective bargaining is to bargain in good faith with respect to proposals submitted by the collective bargaining agent of the employees. An agreement with respect to a particular proposal is not required.” The school board challenges this finding of bargainability, relying heavily upon the case, decided prior to the enactment of sec. 111.70 (1) (d), Stats., in which our court held that a school board “. . . need neither surrender its discretion in determining calendar policy nor come to an agreement in the collective-bargaining sense.”
30
However, subsequent
(G)
In-service training.
A variety of proposals regarding teacher in-service training were submitted by the teachers’ association as proper subjects for required bargaining.
32
With a single exception all such proposals were held by the commission not to primarily relate to “wages, hours and conditions of employment,” and, therefore, not to be subject matters where bargaining is re
(H)
Classroom size.
The teachers’ association submitted to the commission as a subject matter requiring mandated bargaining a proposal concerning class size.
35
The commission, on the evidence before it, concluded that the size of a class is not primarily a matter of “wages, hours and conditions of employment” but is primarily a matter of basic educational policy.
36
There
(I)
Reading program,.
The teachers’ association claimed that its proposal as to a school reading program was a matter that required bargaining.
38
The commis
(J)
Summer school.
The teachers’ association sought to have declared mandatorily bargainable its proposals for the initiation of a summer school program.
40
The commission held that such proposal for initiating a summer school program related primarily to basic educational policy, and did not primarily relate to “wages, hours and conditions of employment.” Therefore it concluded the proposals for a summer school
(K)
Assistance to teachers.
The teachers’ association urged that the commission find mandatorily bargainable its proposals for assistance to teachers having professional difficulties.
41
The commission declined so to do, holding instead that the proposals for teacher assistance primarily related to the management of the school system, and were not primarily or even significantly related to “wages, hours and conditions of employment.” In explaining its reasons for so concluding, the commission stated in its memorandum: “. . , the proposals involving . . . assistance to teachers having
The standard.
As its standard of review for the commission rulings, the trial court held that standard to be “. . . whether each ruling constitutes a rational interpretation of sec. 111.70 (1) (d), Stats.” The trial court held that it is . . only when the interpretation by the administrative agency is an irrational one that a reviewing court does not defer to it.”
42
It is certainly true, as the trial court observed, that the general rule in this state is that “. . . the construction and interpretation of a statute adopted by the administrative agency charged by the legislature with the duty of applying it is entitled to great weight.”
43
However, as this court has made clear, the rule that great weight is to be given and any rational basis will sustain the practical interpretation of the agency charged with enforcement of a statute “. . . does not apply unless the administrative practice is long continued, substantially uniform and without challenge by governmental authorities and
The evidence.
As to each ruling or conclusion of law reached by the employment relations commission, the trial court and this court have upheld each such holding as sufficiently supported by the evidence in the
By the Court. — Judgment affirmed.
Notes
Compare: National L. R. Bd. v. Wooster Div. of B.-W. Corp.
(1958),
Sec. 111.70 (1) (d), Stats.
Art. X, sec. 1, Wis. Const., providing: “The supervision of public instruction shall be vested in a state superintendent and such other officers as the legislature shall direct; and their qualifications, powers, duties and compensation shall be prescribed bylaw. . .
Sec. 111.70 (1) (a), Stats.
Secs. 120.001 to 120.61, Stats.
Sec. 111.70 (1) (g), Stats.
See: Smith, Edwards and Clark, Labor Relations Law in the Public Sector (Bobbs-Merrill 1974) at page '366, quoting Wellington and Winters, The Unions and the Cities (1971) at pages 21-30, the authors stating: “. . [S]ome of the services government provides are performed by professionals — teachers, social workers, and so-forth — who are keenly interested in the underlying philosophy that informs their work. ...
“ ‘The issue is not a threshold one of whether professional public employees should participate in decisions about the nature of the services they provide. . . . The issue rather is the method of that participation.’ ”
Summers, Public Employee Bargaining: A Political Perspective, 83 Yale L. J. (1974), 1156, 1195, the author stating: “To say that curriculum content is not a proper subject of bargaining does not mean that teachers have no legitimate interest in that subject or that they should not participate in curriculum decisions. It means only that the bargaining table is the wrong forum and the collective agreement is the wrong instrument. . . . [N]o organization should purport to act as an exclusive representative; the discussions should not be closed; and the decision should not be bargained for or solidified as an agreement. In addition, all of the ordinary political processes should remain open for individuals or groups of teachers to make their views known to the politically responsible officials and thus to influence the decision.”
See: National Ed. Ass’n v. Board of Ed.
(1973),
See: Clark County Sch. Dist. v. Local Gov. Emp. Man. Bel. Bd.
(Nev. 1974),
See: Aberdeen Ed. Ass’n v. Aberdeen Bd. of Ed. Ind. Sch. Dist.
(S. D. 1974),
Smith, Edwards and Clark,
supra,
footnote 7, page 379, quoting Perry and Wildman,
The Impact of Negotiations in Public
The exact language of the WERC holding being: “3. That matters primarily relating to wages, hours and conditions of employment of teachers are not reserved to the management and direction of the school system of the City of Beloit, by its duly elected officials and other agents, within the meaning of Section 111.70 (1) (d) of the Municipal Employment Relations Act, and, therefore, the City of Beloit, and its agent, the Beloit City School Board, and other agents, are required to engage in collective bargaining, as defined in said section of the Act, on such matters, with the Beloit Education Association.”
Webster’s New International Dictionary (3d ed., unabridged), page 1800.
See: Pennsylvania Lab. Rel. Bd. v. State Col. A. Sch. Dist. (Pa. 1975), 337 Atl. 2d 262, 265, the court holding-: "We also recognize the wisdom of refraining from attempting to fashion broad and general rules that would serve as a panacea. The obviously wiser course is to resolve disputes on a case-by-case basis until we develop, through experience in the area, a sound basis for developing overall principles.”
The proposals can be summarized as follows: “Teacher Supervision and Evaluation (1) Orientation of new teachers as to evaluative procedures and techniques, (2) Length of observation period and openness of observation, (3) Number and frequency of observations, (4) Copies of observation reports and conferences regarding same, and teachers’ objections to evaluations, and (5) Notification of complaints made by parents, students and others.”
Clark County School Dist. v. Local Government Employee Management Rel. Bd., supra, footnote 10, using the “significantly related” test, stating': “. . . the evaluation of a teacher’s performance is significantly related to a teacher’s working conditions inasmuch as the evaluation affects transfer, retention, promotion and the compensation scale.”
The proposals can be summarized as follows: “Teacher Files and Records (1) Review of personal files and copies of contents therein, and entitlement to representation at such review, (2) Identification of obsolete matters in teacher files, and if obsolete, or otherwise inappropriate to retain, the same shall be destroyed, (3) Prior review of derogatory material and right to submit written answer thereto, the latter to be included in personal file, (4) Conclusion of final evaluation prior to severance, and exclusion of material, received after severance or following receipt of notice of resignation or notice of ‘consideration of non-renewal’ from teacher files, (5) Limitation on establishment of more than one file per teacher, and (6) Notification, in writing, to teacher of alleged delinquencies, indication of expected correction, and time period therefor, as well as notification of breaches of discipline, and, where possibility of termination exists, notification thereof to Beloit Education Association.”
The “just cause” proposals can be summarized as follows: “Just Cause Standard (1) A just cause basis prior to discharge, non-renewal, suspension discipline, reprimand, reduction in rank or compensation, or deprivation of any professional advantage, (2) Permissible suspension with pay, (3) Charges forwarded to School Board, and copies thereof to suspended teacher, Association president, and chairman of Grievance Committee, by certified mail, and (4) Hearing on charges, together with appeal procedures.”
See: Sec. 118.23, Stats.
Sec. 118.22 (2), Stats.
See:
Muskego-Norway C. S. J. S. D. No. 9 v. W. E. R. B.
(1967),
See:
Richards v. Board of Education
(1973),
The teacher layoff proposals can he summarized as follows: “Teacher Layoffs (1) The basis for layoffs, (2) Order of recall, (3) Qualification for recall, (4) Non-loss of previous service credits, and (5) No new or substitute appointments while qualified teachers are in layoff status.”
See: Joint School Dist. No. 8 v. Wis. E. R. Board
(1967),
The actual proposal states in part: “If necessary to decrease the number of teachers by reason of a substantial decrease of pupil population . . . [the employer] may lay off the necessary number of teachers, but only in the inverse order of the appointment of such teachers.”
The proposals as to problem students can be summarized as follows: “■Problem Students (1) Referral of problem students to specialized personnel and others, (2) Relief of teacher responsibility with respect to problem students, (3) Consent of teacher to whom problem student is assigned, (4) Exclusion of problem student from classroom, report thereof, and consultation prior to return to classroom, (5) Teacher self-protection and report of action taken, and (6) Liability insurance coverage and compensation resulting in absence from duty from injuries in performance of teaching and related duties, with no deduction from accumulated sick leave.”
The particular proposal was as follows: . . Whenever it appears that a particular pupil requires the attention of special counselors, special teachers, social workers, law enforcement personnel, physicians or other professional persons, such students shall be referred to that particular person.”
The association’s original proposals raised the subject of school calendar, but no specific proposal was made.
Joint School Dist. No. 8 v. Wis. E. R. Board, supra,
footnote 26, at page 494, this court also stating: “If the school calendar was subject to collective bargaining in the conventional sense in which that term is used in industrial labor relations under sec.
Board of Education v. WERC
(1971),
The in-service training proposals included: “The afternoon of the third Thursday of each month will be designated as ‘in-service day;’ if the third Thursday of any given month falls on a holiday or during a vacation, another appropriate day will be substituted. The calendar for in-service days will be structured jointly by representatives of the association and the central administration. Although the in-service program will be planned to make maximum use of staff talents, outside consultants may be required. In such cases, the board agrees to pay the reasonable costs of said consultants provided that the cost does not exceed $1,000 (one thousand dojlars). The time of in-service will be 12:00-4:00. Adequate time for lunch will be provided.”
The WERC memorandum stated: “However, we conclude that the type of programs to be held on such days, and the participants therein are not subjects of mandatory- bargaining, since we are satisfied that such programs and the participants therein have only a minor impact on working conditions, as compared to the impact on educational policy.”
Board of Education v. WERC, supra, footnote 31, at page 633.
The proposal as to class size was as follows: “Because the pupil-teacher ratio is an important aspect of an effective educational program, the Board agrees that class size should be lowered wherever possible to meet the optimum standards of one (1) to twenty-five (25). Exceptions may be allowed in traditional large group instruction or experimental classes, where the Association has agreed in writing to exceed this standard.”
The WERC memorandum stated: “The size of a class is a matter of basic educational policy because there is very strong
Id., continuing; “On the other hand, the size of the class affects the conditions of employment of teachers. The larger the class, the greater the teacher’s work load, e.g., more preparation, more papers to correct, more work projects to supervise, the probability of more disciplinary problems, etc.”
The proposal as to a reading program was as follows: “The Board and the Association agree that each child shall have the opportunity to enhance and expand reading skills necessary to allow a child to reach his optimum reading expectancy level. Therefore the Board agrees to assess the reading achievement and the native ability of each child annually. These figures shall be made available to the Association. The necessary staff, materials, and programs shall be furnished for the child found to
The WERC memorandum stated: “It is clear to the Commission that the Association’s proposal on ‘reading’ relates primarily to basic educational policy, and therefore concerns a matter subject to permissive, but not mandatory bargaining. The need for such a program is essentially a determination of whether the District should direct itself toward certain educational goals.”
The proposals for a summer program included in relevant part: (1) That a summer program be initiated; (2) that a maximum of ten teachers be employed for a period of one month at a total salary cost of $10,000; (3) that all other teachers involved receive six credits on the salary schedule; (4) all students participating to do so free of charge; (5) federal grants or aid be applied for when and if possible; (6) that the program be under the direction of the director of curriculum; and (7) that the summer workshop be for one month with hours of 8-12 and
The teacher assistance proposals were as follows: “1. Definite positive assistance shall be immediately provided to teachers upon recognition of ‘professional difficulties.’ ... 2. Beginning immediately with the conference after the classroom observation, specific appropriate direction shall be offered to guide the individual toward the solution of his particular professional problem. Suggested actions shall include at least three of the following: (a) Demonstration in an actual classroom situation, (b) Direction of the teacher toward a model for emulation, allowing opportunities for observation, (c) Initiation of conferences with evaluator, teacher and area coordinator or department chairmen to plan positive moves toward improvement of professional classroom performance, (d) Guidance for the teacher toward professional growth workshops, (e) Observation, continued and sustained, by the evaluator to note the day-to-day lessons and their interrelationships, (f) Maintenance and expansion of the collection of professional literature with assigned reading, designed to suggest possible solutions to identified problems.”
The trial court citing
Wisconsin Southern Gas Co. v. Public Service Comm.
(1973),
The trial court citing
Libby, McNeill & Libby v. Wisconsin E. R. Comm.
(1970),
Wood
County v. Bd. of Vocational, T. & A. Ed.
(1973),
See: Whitefish Bay v. Wisconsin E. R. Board
(1967),
Milwaukee v. WERC
(1976),
Sec. 227.10 (3"h Stats. See. 227.10 (1) also provides: “Agencies shall not be bound by common law or statutory rules of evidence. . , .”
The trial court citing
Robertson Transport. Co. v. Public Serv. Comm.
(1968),
