Opinion
Rowena Wedeck appeals the trial court’s grant of summary judgment in favor of respondent Unocal Corporation. On appeal, she challenges the trial court’s determination that Unocal was her special employer as a matter of law and that she was, therefore, statutorily barred from bringing a tort action against Unocal for personal injuries received while she was working at Unocal. We shall affirm the judgment.
Factual and Procedural Background
In May 1992 Wedeck began working for Lab Support, an agency in the business of placing technical employees with other companies on a temporary basis. In August 1992, Wedeck, who has a bachelor of science degree in chemistry, accepted an assignment through Lab Support to work at the Unocal refinery in Rodeo as a full-time chemist. Amy Conner (formerly O’Shaughnessy), who was the account manager for Lab Support, arranged for Wedeck’s work assignment at Unocal. That assignment was confirmed by a letter agreement from Lab Support to Unocal dated August 20, 1992, which set forth the terms and conditions of Wedeck’s assignment at Unocal. Paragraph 6 of the terms and conditions stated: “Customer and Lab Support agree that all personnel provided by Lab Support in connection with this Agreement are employees and/or contractors of Lab Support, but that such
Wedeck worked at Unocal for nearly a year, from August 24, 1992, until August 13, 1993. Unocal paid Lab Support an hourly rate for Wedeck’s work, and Wedeck was paid by submitting weekly time cards, supplied by Lab Support and signed by both Wedeck and Unocal, to Lab Support. The time cards included a “Client Agreement” which stated, in part: “We [the client] understand that the supervision of the assigned LSI [Lab Support, Inc.] employee for the agreed upon duties is our (the client’s) responsibility. [*][] We further agree to provide any general or specific safety training necessary to perform the assignment. . . .”
At Unocal, Wedeck worked in the chemical laboratory performing analytical tests on various materials and product samples generated by Unocal’s refinery. She received training and instruction from Unocal chemists at the start of and, as necessary, during the time she worked at Unocal concerning the work she was performing. Wedeck was required to follow Unocal’s procedures as set forth in its chemical laboratory chemical procedures manuals, and she periodically referred to these manuals, which were placed at the locations where she worked within the laboratory, for guidance.
Unocal notified Wedeck of her work assignments in a regular schedule which identified the specific chemical testing and analyses she was to perform dining that period. Unocal provided Wedeck with the equipment and tools she needed to perform her job, including safety equipment which was supplied to all temporary chemists working in the laboratory. 1 Wedeck was required to perform weekly quality assurance tests on her work. A Unocal employee in charge of quality assurance would periodically check the log book in which Wedeck had recorded results of her quality assurance tests. Unocal’s chemical laboratory supervisor, Dale Iverson, was Wedeck’s site supervisor during her time at Unocal.
Other than several phone conversations regarding safety, Lab Support provided no training or instruction to Wedeck regarding her work at Unocal; provided her with none of the tools or equipment necessary to perform her job (other than safety glasses and pamphlets on safety issues); and had no involvement in assigning the work she performed there.
Neither Unocal nor Lab Support intended the terms on the reverse side of the purchase order to modify or supersede the prior agreement between the two companies. Conner did not read the terms and conditions on the reverse side of the purchase order before signing it, and understood it to be only a written acknowledgment by Unocal of Wedeck’s work assignment. Conner had no authority to modify the standard terms and conditions contained in all of Lab Support’s agreements with outside companies, including the August 20, 1992, agreement regarding Wedeck.
On July 27, 1994, Wedeck filed a complaint alleging that she suffered personal injuries from exposure to chemicals while working at Unocal’s laboratory. Unocal raised an affirmative defense, asserting that it was Wedeck’s special employer at the time she allegedly sustained the injuries and that, consequently, the complaint was barred under the workers’ compensation exclusive remedy rule pursuant to Labor Code section 3602. Unocal thereafter filed a motion for summary judgment based on this defense, which the trial court denied, having found that the purchase order (Fact No. 42) raised a triable issue of fact as to whether Unocal was in fact Wedeck’s special employer.
Unocal then filed a motion for reconsideration of its summary judgment motion. The trial court considered additional evidence submitted by Unocal concerning Fact No. 42 and granted both the motion for reconsideration and the motion for summary judgment, concluding that Wedeck had raised no triable issue of material fact disputing Unocal’s status as her special employer. This timely appeal followed.
Discussion
Summary judgment must be granted when “all the papers submitted show that there is no triable issue as to any material fact and that the moving
I.
As a preliminary matter, Wedeck contends the case must be remanded because the trial court granted Unocal’s motion for summary judgment without considering all of the evidence bearing on the issue of special employment, instead focusing solely on the meaning of the purchase order. Wedeck plainly misunderstands the court’s rulings. When the court initially denied Unocal’s summary judgment motion, its order shows that it found— from all of the evidence submitted—one lone triable issue of fact: Fact No. 42 regarding the purchase order.
3
Its subsequent written order granting summary judgment as well as the oral ruling following the hearing on the motion for reconsideration also demonstrate that the court considered all of the submitted evidence before making its decision, but concluded the evidence established that Unocal was Wedeck’s special employer and that Wedeck had failed to raise any triable issues of material fact.
4
The trial court’s written and oral rulings thus demonstrate that it considered all of the
Wedeck’s reliance on
Kapitanski
v.
Von’s Grocery Co.
(1983)
Accordingly, we reject Wedeck’s threshold argument that the trial court failed to consider all of the evidence bearing on the issue of special employment before granting Unocal’s motion for summary judgment.
II.
Wedeck contends the trial court erred in finding that Unocal was Wedeck’s special employer and on that basis granting Unocal’s motion for summary judgment.
In
Riley
v.
Southwest Marine, Inc.
(1988)
The question whether a special employment relationship exists is generally a question of fact reserved for the jury.
(Kowalski
v.
Shell Oil Co.
(1979)
“Factors relevant to determining whether an employee is the borrowed employee of another include: (1) whether the borrowing employer’s control over the employee and the work he is performing extends beyond mere suggestion of details or cooperation; (2) whether the employee is performing the special employer’s work; (3) whether there was an agreement, understanding, or meeting of the minds between the original and special employer; (4) whether the employee acquiesced in the new work situation; (5) whether the original employer terminated his relationship with the employee; (6) whether the special employer furnished the tools and place for performance; (7) whether the new employment was over a considerable length of time; (8) whether the borrowing employer had the right to fire the employee and (9) whether the borrowing employer had the obligation to pay the employee.”
(Riley
v.
Southwest Marine, Inc., supra,
“Circumstances which tend to negate the existence of a special employment relationship include the following factors: the worker is skilled and has substantial control over operational details, the worker is not engaged in the borrower’s usual business, the worker works only for a brief period of time, does not use the tools or equipment of the borrowing employer but uses his own tools or the tools of the lending employer and the borrower employer neither pays the worker nor has the right to discharge him.”
(Riley
v.
Southwest Marine, Inc., supra,
In
Riley,
the plaintiff filed a tort action against defendant Southwest Marine after he was injured while working at Southwest Marine’s jobsite as
The court found that the following facts, from Riley’s own deposition testimony, unequivocally established that a special employment relationship existed between Riley and Southwest Marine: He agreed to the Southwest Marine work assignment; he was an unskilled general laborer working exclusively at Southwest Marine’s jobsite; Southwest Marine personnel trained him, provided his daily job instructions, and supervised his work; Southwest Marine provided all safety equipment and work tools; Riley had worked for Southwest Marine more than briefly, i.e., for over seven months at the time of his injury; and Riley believed Southwest Marine had the power to discharge him.
(Riley
v.
Southwest Marine, Inc., supra,
The court then rejected Riley’s argument that the general rule barring separate tort actions against special employers should not be extended to the labor brokerage situation. “Extensive nationwide case law . . . hold[s] the ‘special employment’ or ‘borrowed servant’ doctrine applies to the labor brokerage situation and bars an employee who is injured while on assignment from a labor broker, such as Manpower, from bringing a tort suit against the assigned employer. [Citations.]" (Riley v. Southwest Marine, Inc., supra, 203 Cal.App.3d at pp. 1251-1252; see also 3 Larson’s Workers’ Compensation Law (1997) § 48.23, pp. 8-524 to 8-532.)
In the present case, the undisputed facts show that the primary consideration—whether Unocal had the right to control and direct Wedeck’s activities and the manner in which her work was performed—must be decided in favor of Unocal. Wedeck received ongoing training and instruction from Unocal chemists concerning the work she was to perform in the chemical laboratory; she referred to Unocal procedures manuals and followed Unocal’s procedures and instructions in performing her work; Unocal provided Wedeck with all of her work assignments in the laboratory; and her
Wedeck’s argument that triable issues remain regarding her factual allegations of self-supervision and technical skill is without merit. First, with respect to the former allegation, Wedeck asserts that the minimal time Unocal chemists spent training her to perform Unocal’s work as well as Dale Iverson’s inability to recall the specific chemists who trained her or the exact dates he reviewed her work show that a triable issue remains as to her self-supervision. However, neither the brevity of the training she received nor Iverson’s inability to remember the day-to-day details regarding supervision changes the undisputed facts that Wedeck understood she would not be supervised by Lab Support and that she was expected to carry out her job duties as she was trained to do by Unocal supervisors, do the work assigned by Unocal supervisors, and perform regular quality assurance tests which were subject to supervisory review. That she performed her job without constant intervention by supervisors does not negate the undisputed fact that she was subject to Unocal’s control and direction. “As indicated, the control need not be exercised. It is sufficient if the right to direct the details of the work is present.”
(McFarland
v.
Voorheis-Trindle Co.
(1959)
Similarly, with respect to the technical skill as a chemist Wedeck brought to the job, although most of the relevant cases involve unskilled workers, the record again shows that, regardless of the experience and knowledge she brought with her, Wedeck was trained by Unocal and was subject to Unocal’s ongoing direction and control in performing her job. Despite Wedeck’s assertion that she had “substantial control over operational details” (Ri
ley
v.
Southwest Marine, Inc., supra,
Wedeck also attempts to refute the evidence of Unocal’s supervision of her work by characterizing the direction she received at Unocal as merely informational, arguing that Unocal simply did not exercise the kind of control that would give rise to a special employment relationship. “The fact
In
McFarland,
the plaintiff, a master mechanic and experienced equipment operator, was employed by a tractor company and was operating a bulldozer at the defendant’s jobsite when he was injured. (
The present case does not resemble those relied on by Wedeck. Wedeck was not sent in briefly to Unocal to perform a task, with unlimited discretion in how she achieved the result. She was given specific training by Unocal, was expected to and did follow Unocal’s particularized procedures, and was given regular assignments by Unocal supervisors during the nearly one year she worked at the chemical laboratory. The undisputed facts show that the direction given to Wedeck at Unocal was not merely informational.
Application of the great majority of the secondary factors to the undisputed facts also leads to the conclusion that Wedeck was Unocal’s employee. Wedeck performed Unocal’s work at Unocal’s jobsite using, with only minimal exceptions, Unocal’s tools and equipment; 5 Lab Support and Unocal agreed that Wedeck would be wholly trained and supervised by
With respect to the factor concerning the right to fire the employee, Wedeck’s supervisor at Unocal, Dale Iverson, understood he had the authority to terminate Wedeck’s employment. Wedeck, on the other hand, understood that if Unocal no longer wanted her services, it would so inform Lab Support, which would in turn inform her. Wedeck argues that her testimony created a triable issue of fact because the factor regarding the right to discharge the employee would require that Unocal had the right to fire Wedeck from her job with Lab Support, not just to remove her from her position with Unocal.
In
Kowalski
v.
Shell Oil Co., supra,
Moreover, even if the power to actually discharge the employee is a proper factor for consideration in the present situation, the factual dispute about Unocal’s ability to terminate Wedeck from her employment does not raise a triable issue of material fact, given the strength of the other factors— particularly with respect to Unocal’s right to control and direct Wedeck’s activities—in demonstrating that Wedeck was the special employee of Unocal. (See
Kowalski
v.
Shell Oil Co., supra,
HI.
Wedeck next argues the trial court erred in admitting extrinsic evidence to determine the parties’ intent with respect to the July 1993 purchase order generated by Unocal and signed by Amy Conner of Lab Support. According to Wedeck, the purchase order is a fully integrated agreement and, therefore, is not subject to interpretation by parol evidence. 9
“The central question in determining whether there has been an integration, and thus whether the parol evidence doctrine applies, is ‘whether
“When reviewing a contract, [the appellate court] must independently construe the parties’ agreement.”
(Tana
v.
Professionals Prototype I Ins. Co., supra,
In the present case, we conclude the trial court was correct to consider the extrinsic evidence concerning the circumstances surrounding execution of the purchase order to determine the intent of Unocal and Lab Support. (See § 1860; Civ. Code, § 1647.) We also conclude this unrefuted evidence demonstrates that the parties intended the purchase order to reflect the terms of the original August 20, 1992, agreement rather than the inconsistent terms in question on the reverse side of the purchase order.
Finally, in addition to the unrefuted extrinsic evidence showing Unocal’s and Lab Support’s intent to rely on the August 20, 1992, agreement with respect to Wedeck’s employment status, the ongoing conduct of all parties, as discussed earlier in this opinion, demonstrates that Unocal was Wedeck’s special employer. This is because, regardless of what sort of a relationship a contract purports to create, “ ‘the terminology used in an agreement is not conclusive . . . even in the absence of fraud or mistake.’ [Citations.] ‘The contract cannot affect the true relationship of the parties to it. Nor can it place an employee in a different position from that which he actually held.’ [Citation.]”
(Kowalski
v.
Shell Oil Co., supra,
IV.
Wedeck’s final contention is that in granting the motion for summary judgment the trial court failed to comply with section 437c, subdivision (g), which requires that such an order “specify the reasons for its determination." We disagree. The trial court’s written and oral orders make clear that its determination was based on a finding that all of the evidence established that Unocal was Wedeck’s special employer as a matter of law. “For purposes of meaningful appellate review (a key objective of subdivision (g) of section 437c), the court’s statement of reasons is quite adequate. Certainly, there is no question about the reason this motion for summary judgment was granted." (W.
F. Hayward Co.
v.
Transamerica Ins. Co.
(1993)
Disposition
The judgment is affirmed.
Haerle, J., and Ruvolo, J., concurred.
Notes
Wedeck used her own safety glasses, which she had received from Lab Support, although she understood that she could use a pair of Unocal’s safety glasses if she forgot to bring her own. Unocal had a policy of permitting employees to use their own safety glasses and lab coats in the laboratory if these items met the same safety standards as like equipment available to them in the laboratory.
A11 statutory references are to the Code of Civil Procedure unless otherwise indicated.
The court stated: “After full consideration of the evidence submitted by the parties, the Court finds that the case of
Riley
v.
Southwest Marine, Inc.
(1988)
Specifically, the court stated that “Unocal has met its burden of establishing, and plaintiff has raised no triable issue of material fact disputing, Unocal’s status as a special employer under
Riley
v.
Southwest Marine, Inc.
(1988)
That Unocal may have provided its permanent chemist employees with additional equipment beyond that provided to temporary employees does not alter the fact that Unocal
As we shall discuss in part HI., infra, Unocal’s purchase order did not change the agreement between the parties that Unocal would supervise Wedeck.
Wedeck asserts that she did not consent to the special employment relationship. However, “consent to the special employment relationship is normally implied, by the weight of authority, from acceptance of the special employer’s control.”
(Santa Cruz Poultry, Inc.
v.
Superior Court
(1987)
This factor is not particularly enlightening in determining whether a special employment relationship exists
(McFarland
v.
Voorheis-Trindle Co., supra,
Section 1856, subdivision (a) (the “parol evidence rule”), provides that “[t]erms set forth in a writing intended by the parties as a final expression of their agreement with respect to such terms as are included therein may not be contradicted by evidence of any prior agreement or of a contemporaneous oral agreement.” Subdivision (g) of section 1856 provides, however, that “[t]his section does not exclude other evidence of the circumstances under which the agreement was made or to which it relates, as defined in Section 1860, or to explain an extrinsic ambiguity or otherwise interpret the terms of the agreement . . . .” Finally, section 1860 provides: “For the proper construction of an instrument, the circumstances under which it was made, including the situation of the subject of the instrument, and of the parties to it, may also be shown, so that the judge be placed in the position of those whose language he is to interpret.” (See also Civ. Code, § 1647 [“A contract may be explained by reference to the circumstances under which it was made, and the matter to which it relates.”].)
