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2008 – 2011 AGREEMENT




  LOS ANGELES UNIFIED SCHOOL DISTRICT



                                                and



           UNITED TEACHERS LOS ANGELES




C:Usersrobert.samplesDocumentsRob OSR DocumentsCBA-UTLA2008-2011 UTLA CBA Revision2008-2011
CONTRACT- 01.03.11.doc
TABLE OF CONTENTS

ARTICLE                                                          PAGE

I.      RECOGNITION                                                 1

        1.0     The Unit                                            1
        1.1     Excluded                                            1
        2.0     Changes to the Unit                                 1
        3.0     “Employees” Defined                                 1

II.     EFFECT OF THE AGREEMENT                                     3

        1.0     Effect Upon Negotiations                            3
        1.1     Revisions to the Agreement                          3
        2.0     Effect Upon Individual Contracts                    3
        3.0     Effect Upon District Policies and Rules             3
        4.0     Separability and Savings                            3

III.    DISTRICT RIGHTS                                             4

        1.0     General                                             4
        2.0     Consultation Rights                                 4
        3.0     Retained Rights                                     4
        4.0     Effect on Grievance Procedure                       5

IV.     UTLA RIGHTS                                                 6

        1.0     Access                                              6
        2.0     Bulletin Boards                                     6
        3.0     Distribution of Material                            6
        4.0     Released Time For Negotiations                      6
        5.0     Organizational Leave                                6
        6.0     Released Time at UTLA Expense                       6
        7.0     Exclusivity                                         6
        8.0     UTLA Chapter Chairpersons                           7
        8.1     Released Time for Chapter Chairs                    8
        9.0     Committee Appointments                             10
        10.0    Meetings                                           11
        11.0    Recruiting Table                                   11
        12.0    Consultation Rights                                11

IV-A. DUES DEDUCTIONS                                              12

        1.0     Voluntary Authorizations                           12
        2.0     Remitted to UTLA                                   12
        3.0     Exclusive to UTLA                                  12
        4.0     Agency Fee/Dues Obligation                         12
        4.2     Religious Exemption from Agency Fee Obligation     13


2008-2011 LAUSD/UTLA CBA 01-03-2011           i
TABLE OF CONTENTS

ARTICLE                                                              PAGE

IV-A. DUES DEDUCTIONS (continued)

        4.3    Implementation Dates                                    13
        4.5    Indemnity/Hold-Harmless                                 14

V.      GRIEVANCE PROCEDURE                                            15

        1.0    Grievance and Parties Defined                           15
        2.0    Representation Rights                                   15
        3.0    Released Time Employees and UTLA Representatives        16
        4.0    Confidentiality                                         16
        5.0    Effect of Time Limits                                   16
        6.0    “Day” Defined                                           16
        7.0    Informal Conference/Intervention Process                17
        8.0    Step One                                                17
        9.0    Step Two                                                18
        11.0   Request for Arbitration                                 18
        12.0   Selection of Arbitrator                                 18
        13.0   Optional Preliminary Hearing on Issues Which Do Not
               Involve Merits of Grievance                             18
        14.0   Scheduling Hearings and Decisions                       19
        15.0   Expedited Proceedings                                   19
        16.0   Documents and Witness Lists                             19
        17.0   Conduct of Hearings                                     20
        18.0   Limitations Upon Arbitrators                            20
        19.0   Effect of Arbitration Award                             20
        20.0   Expenses                                                20
        21.0   Grievance Files                                         20
        22.0   No Reprisals                                            21
        23.0   Special Grievance Procedure for Non-Unit Members        21

V-A.    ALTERNATE GRIEVANCE PROCEDURE                                  22

        1.0    General                                                 22
        2.0    Steps of this Procedure                                 22
        3.0    Joint Panels                                            23

VI.     WORK STOPPAGE                                                  24

VII.    NON-DISCRIMINATION                                             25

VIII.   SMALL LEARNING COMMUNITIES                                     26

        1.0     Central Small Learning Community Committee             26
        2.0     Process for Conversion Schools                         27
        3.0     Process for New Construction Schools                   27
        4.0     Staffing, Vacancies and Transfers                      27
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ARTICLE                                                                PAGE

VIII.   SMALL LEARNING COMMUNITIES (continued)

        5.0    Protection of Employee Rights                             28
        6.0    SLC Leadership                                            28
        7.0    SLC Taskforce                                             29

IX.     HOURS, DUTIES AND WORK YEAR                                      30

        1.0    General Workday Provisions                                30
        2.0    Sign-in and Sign-out                                      30
        3.0    Minimum On-Site Obligation                                30
        4.0    Other Professional Duties                                 32
        4.3    Faculty, Departmental, Grade Level, Staff Development
               and Committee Meetings                                    33
        4.4    Meeting on the Two Pupil-Free Days                        33
        4.5    Required Orientation Inservice for Teachers               33
        5.0    Duty-Free Lunch                                           34
        6.0    Secondary Preparation Period                              34
        7.0    Elementary Preparation Period                             34
        7.5    Elementary Supervision Time                               35
        8.0    Additional Special Education Non-classroom Time           36
        9.0    Variations and Experimental Situations                    37
        10.0   Work Year                                                 37
        11.0   Special Provisions                                        41

IX-A. ASSIGNMENTS                                                        43

        1.0     General                                                  43
        2.0     Uniform Staffing Procedures For All K-12 Schools         43
        2.1     Staffing Procedures After Initial Selection
                Through The Fifth Week of School or Track                47
         2.2    Staffing Procedures For Spring Semester or
                Subsequent Tracks in Secondary Schools                   48
         3.0    Department and Grade Level Chairpersons                  48
         4.0    Determination of Whether There Shall Be
                Coordinator or Dean Positions at School Sites            48
         5.0    Required Elections of School-site Coordinators
                and Deans                                                49
         5.1    Job Description and Eligibility for School Site
                Election of Coordinators and Deans                       50
         6.0    Coordinator Selection Procedure at School Sites          50
         7.0    Dean Election Procedure at School Sites                  51
         8.0    Filling Vacancies After Norm Day                         52
         9.0    Five-Year Out-Of-Classroom Assignment Limitations
                at School Sites                                          53
         10.0 Five-Year Out-Of-Classroom Assignment Limitations
                at Non-School Sites                                      53
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TABLE OF CONTENTS

ARTICLE                                                                     PAGE

IX-A. ASSIGNMENTS (continued)

      11.0   Secondary Counselor Reassignment [to Teaching Position]          55
      12.0   Request for Assignment for Unit Members Reporting to
             Health and Human Services                                        55

IX-B. PROFESSIONAL DEVELOPMENT                                                56

      1.0    Purpose and Goals                                                56
      2.0    Banked Time for Professional Development                         57
      3.0    Professional Development Advisory Committee                      58
      4.0    Program Evaluation                                               60
      5.0    Common Planning for Middle Schools                               60

IX-C. INSTRUCTIONAL COACHES                                                   61

      1.0    General                                                          61
      2.0    Qualifications, Duties, Assignment Basis
             and Compensation                                                 61
      3.0    Selection Process                                                61
      4.0    Terms of Service and Return Rights                               62
      5.0    Program Evaluation                                               62
      6.0    Confidentiality                                                  62

X.    EVALUATION AND DISCIPLINE                                               63

      1.0       Purpose                                                       63
      2.0       Evaluator                                                     63
      3.0       Frequency                                                     63
      4.0       Establishment of Objectives                                   64
      5.0       Observations, Records, and Assistance                         65
      6.0       Final Evaluation Report                                       65
      6.3       Grievances                                                    65
      7.0       Inadequate Service by Substitutes                             66
      8.0       Evaluation of Substitutes                                     66
      8.2       Evaluation of Limited-Term Personnel                          66
      8.3       Examination References                                        66
      8.4       Evaluation Request Upon Separation of Employment              67
      9.0       Access & Response to Critical Material In Personnel Files     67
      10.0      Pre-disciplinary Matters                                      67
      11.0      Notices of Unsatisfactory Service or Act, and Suspension      68
      12.0      Accountability for Individual Bargaining
                Unit Member Quality                                           70
         13.0 Suspension or Reassignment Due to Mental
                Incompetence                                                  70
         14.0 Arrest Procedures                                               70
         15.0 Procedures Relating to Alleged Child Abuse                      71
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ARTICLE                                                                  PAGE

X-A.    PEER ASSISTANCE AND REVIEW (“PAR”)                                 72

        1.0     General                                                    72
        2.0     Program Description                                        73
        3.0     Program Support                                            73
        4.0     Consulting Teacher Qualifications
                and Selection Criteria                                     74
        5.0     Consulting Teacher Duties and Responsibilities             76
        6.0     PAR Panel Qualifications and Selection                     77
        7.0     PAR Panel Duties and Responsibilities                      77

XI.     TRANSFERS                                                          79

        1.0     Transfer Defined                                           79
        1.1     Types of Transfers                                         79
        1.2     Limitations                                                79
        1.3     Compliance with SB 1665 (Scott Bill)                       79
        2.0     Administrative Transfers                                   79
        2.1     Mediation Process                                          79
        3.0     Teacher Integration Transfer Program                       80
        5.0     Voluntary Teacher-Initiated Transfer Program               81
        6.0     Displacement - Over-Teachered Schools                      81
        6.1     Displacement - Non School-based Support Service
                Personnel and Driver Safety Instructors                    83
        6.2     District Seniority Number                                  84
        7.0     District-wide Transfer List                                84
        7.5     Contract Waivers                                           84
        8.0     Medical or Hardship Exemptions - General                   85
        8.1     Hardship Appeals                                           85
        8.4     Medical Appeals                                            86
        9.0     Employee Initiated Transfers - Employees Time-reported
                From Central or Regional Locations                         87
        10.0    Employee Initiated Transfers - Early Education             89
        11.0    Vacant Positions                                           89
        12.0    Return Rights                                              90
        13.0    Voluntary Continuous Service Transfers, K-12 Program       91
        14.0    Temporary Assignments                                      93
        15.0    Transfer Assignments Priority                              93
        16.0    School Closures, Reconfigurations, Boundary Changes
                And Other Actions which result in Movement of
                Groups of Students                                         95
        17.0    Year-Round School Opt Out                                  97




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ARTICLE                                                                  PAGE

XI-A. URBAN CLASSROOM TEACHER PROGRAM (UCTP)                               98

        1.0     Condition Precedent                                        98
        2.0     Selection of Schools                                       98
        3.0     Eligibility for UCTP                                       98
        4.0     Selection, Assignment and Reassignment of UCTP Staff       98
        5.0     Duties and Responsibilities                                99
        6.0     Differential Payments                                     100
        7.0     Substitute Teachers                                       100

XI-B. MASTER PLAN PROGRAM                                                 102

        1.0     Minimum Requirements for Participation in Bilingual
                Master Plan Program                                       102
        2.0     Culture and Methodology Incentive Stipends                102
        3.0     Master Plan Salary Differentials                          103
        3.1     Qualifications for BCLAD/BCC-Level Salary Differential    104
        3.2     Qualifications for Alternative Certification Employees    105
        3.3     Qualifications for A-Level Salary Differential            105
        3.4     Additional Qualifications for Both BCLAD/BCC-Level and
                A Level Salary Differentials                              105
        3.5     Non-Classroom, Itinerant or Non-School Employees          106
        3.6     Date of Eligibility for Salary Differentials              107
        3.7     Condition Precedent                                       108
        3.9     Committee Review                                          108
        3.10    Availability of Competency Exams                          108
        4.0     Special Dispute Resolution Process for Secondary
                Teachers                                                  108

XI-C. TITLE I PROGRAM                                                     109

        1.0     Recognition                                               109
        2.0     Schoolwide Program                                        109
        2.1     School-based Program                                      109
        3.0     School-based Management                                   109
        4.0     Improvement of Student Attendance                         109

XII.    LEAVES AND ABSENCES                                               110

        1.0     Leave and Absence Defined                                 110
        2.0     General Eligibility Provisions                            110
        3.0     Rights Upon Return                                        111
        4.0     Restrictions                                              111
        5.0     Application                                               112
        6.0     Notification Requirements                                 112
        7.0     Cancellation of Leave                                     112

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ARTICLE                                                               PAGE

XII.    LEAVES AND ABSENCES (continued)

        8.0   Expiration of Leave                                      112
        8.1   Return from Leave - Medical Review Committee             113
        9.0   Bereavement (Paid)                                       113
        10.0  Pregnancy and Related Disability (Paid and Unpaid)       114
        10.1  Paid Disability Absence                                  114
        10.2  Optional Unpaid Portion                                  114
        10.3  Physician Certifications                                 114
        11.0  Child Care (Unpaid)                                      114
        12.0  Illness (Paid)                                           115
        12.11 Catastrophic Illness Leave Program                       116
        13.0  Industrial Injury or Illness (Paid)                      117
        14.0  Personal Necessity Leaves or Absence (Paid)              118
        15.0  Sabbatical Leave (Paid)                                  120
        16.0  Exchange Leave                                           122
        17.0  Personal Leave (Unpaid)                                  123
        18.0  Government Ordered Leaves (Commissions, Military,
              Witness, and Jury Service)                               123
        19.0 Conference and Convention Attendance                      125
        20.0 Substitute Leave                                          125
        21.0 Half-Time Leave                                           125
        21.1 Half-Time Assignment                                      126
        22.0 Reduced Workload Leave                                    126
        23.0 Disability Leave or Absence                               128
        24.0 Family Care and Medical Leave/Absence                     128
        24.1 Definitions                                               129
        24.2 Length of Leave                                           129
        24.3 Approval                                                  130
        24.4 Notification and Scheduling                               130
        24.5 Medical Certification - Family                            131
        24.6 Medical Certification - Employee                          131
        24.7 Restrictions                                              131
        24.8 Compensation and Benefits                                 131
        24.9 Seniority                                                 132
        24.10 Return Rights                                            132

XII-A. ATTENDANCE INCENTIVE PLAN                                       133

        1.0     General                                                133
        2.0     Eligibility                                            133
        3.0     Computation of Annual Incentive Payment                133
        4.0     Annual Cash Payment to Employee                        134
        5.0     Annual Payment to Attendance Incentive Reserve Fund    134



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TABLE OF CONTENTS

ARTICLE                                                                  PAGE

XII-A. ATTENDANCE INCENTIVE PLAN (continued)

        6.0    Eventual Distribution of Reserve Fund Payments
               and Earnings                                               135
        7.0    Deductions from Employee’s Reserve Fund Account            135
        7.1    Attendance Incentive Plan Penalty Clause                   135
        8.0    Fund Administration                                        135
        9.0    Contingency                                                136
        10.0   Reciprocal Coverage                                        136

XII-B. CHARTER SCHOOLS                                                    139

        1.0    Introduction                                               139
        2.0    Charter Application Procedures                             139
        3.0    Full Disclosure by Charter Schools                         140
        4.0    Opt Out Rights                                             142
        5.0    Charter School Leave (Unpaid), in General                  142
        6.0    Compensation and Other Employment
               Rights While on Charter School Leave                       143
        7.0    Continued Health Benefits Plan Participation               144
        8.0    Union Relations, Fees and Contractual Obligations          145
        9.0    Performance Problems During Charter
               School Employment                                          146
        10.0   Re-affiliation of a Conversion Charter School
               With the District                                          146

XIII.   GRANTING OF PROBATIONARY CONTRACTS, REDUCTION
        IN FORCE AND REASSIGNMENT, AND RESIGNATION/
        REINSTATEMENT                                                     147

        1.0    Granting of Probationary Contracts                         147
        2.0    Subjects to Which Probationary Teachers May Be Assigned    147
        3.0    Reductions in Force - Order of Termination                 148
        4.0    Notices of Termination                                     149
        5.0    Seniority Date                                             149
        6.0    Reduction in Force Defined                                 149
        7.0    Re-employment List                                         150
        8.0    Order of Re-employment                                     150
        9.0    Special Services Salary Table - Termination or
               Reassignment                                               150
        10.0   Reduction-in force for Counselor, Elementary School        151
        11.0   Reduction-in-Force for Secondary Counselors                151

XIV.    SALARIES                                                          153

        1.0     Salaries                                                  153
        1.1     Full-Time Basic Assignments                               153
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ARTICLE                                                                     PAGE

XIV.   SALARIES (continued)

       1.2      Retirement Bonus                                             154
       2.0      Allocation of Employees Carried Over from the
                Preceding School Year                                        155
         3.0    Minimum Requirements for the Preparation
                Salary (T and L) Tables                                      155
         4.0    Allocation to Early Education Center and
                Development Center Salary Tables                             155
         5.0    Allocation to Preparation Salary (T) Table - Rating-in
                Of Employees Serving Under Regular Credentials               155
         7.0    Allocation to and within the Preparation, Early Education
                Center, and Development Center Salary Tables                 156
         8.0    Allocation to Preparation (L) Salary Table - - Rating in
                of Employees Serving Under Alternative Certification         158
         9.0    Salary Rates for Employees on Leave to Substitute            159
         10.0 Transfer to the Preparation, Early Education Center, or
                Development Center Salary Table                              159
         11.0 Allocation to an Hourly Rate Salary Schedule                   160
         12.0 Step Placement for Junior Reserve Officer Training
                Corps Employees                                              160
         13.0 Rating-in for Approved Training and Experience                 161
         14.0 Approved Experience                                            162
         15.0 Return to Service - Salary Restoration                         165
         16.0 Step Advancement                                               165
         17.0 Schedule Placement or Advancement on the Preparation
                Salary (T and L) Tables (Schedule 20 through 27)             166
         18.0 Schedule Advancement – Early Education Center and
                Development Center Salary Tables                             167
         20.0 Schedule Advancement and Degree Differential                   167
         21.0 Eligibility for Degree Differential                            168
         22.0 Courses on Multicultural Understanding Required                169
         23.0 Eligibility for Career Increments                              169
         23.1 Preparation Salary Tables                                      170
         23.2 Special Services Salary Table                                  170
         23.3 Early Education Center Salary Table                            171
         23.4 Development Center Salary Table                                171
         24.0 Salary Differentials                                           171
         25.0 Auxiliary Teachers                                             174
         26.0 Demonstration Teachers                                         174
         27.0 Registration Advisers                                          174
         28.0 Replacement Teachers                                           174
         29.0 Training Teacher                                               175
         30.0 Payroll Errors - Limitations Upon Recovery                     176
         30.1 Salary Overpayments                                            176
         31.0 Payroll Errors - Prompt Corrections                            177
         32.0 Payday                                                         177
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ARTICLE                                                                   PAGE

XIV.    SALARIES (continued)

        32.1    Annualized Pay                                             177
        33.0    Mileage                                                    177
        33.1    Student Interaction Program Camp Counselors                177
        34.0    Employer “Pick-up” of Employee Contributions to State
                Teachers’ Retirement System (STRS)                         178
        35.0    Home School Teachers (Contract Employees)                  178
        35.1    Home School Assignments                                    179
        35.2    Home School Teacher Hours and Benefits                     179
        35.3    Part-Time Home School Teachers
                (Non-contract employees)                                   180
        36.0    Night Continuation High School
                (Regular Program)Teachers                                  180
        37.0    National Board Certification (NBC)                         180
        38.0    Competitive Compensation and Budget Recommendations
                Panel                                                      181

XV.     SALARY POINT CREDIT                                                183

        1.0     Requirements for Salary Point Credit on the
                Preparation Salary Table                                   183
        1.1     Salary Point Credit on the Preparation Salary Table - -
                General Policy                                             183
        1.2     Salary Point Credit Guidelines                             183
        1.3     Examples of Approved Coursework                            184
        1.4     Relevance of Training - Appeal Panel                       185
        2.0     Basis for Salary Point Allowance                           185
        3.0     Unit of Measurement for a Salary Point                     185
        3.1     Distance Learning                                          186
        4.0     Point Credit for Study Completed Prior to Effective
                Date of Assignment                                         186
        5.0     No Credit During Paid Time                                 186
        6.0     No Credit for Study Used to Meet Minimum Requirements      187
        7.0     Point Credit for Study in Accredited Institutions
                of Higher Learning                                         187
        8.0     Credit for Study in Schools Other than Accredited
                Institutions of Higher Learning                            187
        8.2     Joint District/UTLA Salary Point Credit Committee          187
        8.3     Joint District/UTLA Salary Point Credit4
                Committee Responsibilities                                 188
        9.0     Provisions for Staff Development Point Projects            188
        10.0    Planning and Scheduling Professional Development Point
                Project Classes Responsibility                             189
        11.0    Responsibility for Conducting Professional Development
                Point Project Classes                                      189

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ARTICLE                                                                        PAGE

XIV.   SALARY POINT CREDIT (continued)

       12.0   Selection and Payment of Instructors for Professional
              Development Point Project Classes                                     189
       13.0   Responsibility of Instructors for Professional Development
              Point Project Classes                                                 189
       14.0   Size of Point Project Classes                                         190
       15.0   Fees for Point Projects                                               190
       16.0   (Effective April 26, 2005) Course Requirements for
              Professional Development Point Project Classes                        190
       17.0   (Effective April 26, 2005) Salary Point Credit for Participation in
              Professional Development Point Project Classes                        190
       18.0   Salary Point Credit for Educational Travel Projects                   191
       19.0   Point Credit for Educational Work Experience Projects                 192

XVI.   HEALTH AND WELFARE                                                           194

       1.0    District Contribution Obligations                                     194
       2.0    Plan Revisions Through the District-wide
              Health and Welfare Committee                                          195
       2.1    HBC recommendations/Coordinated Negotiations/Dispute
              Resolution Process                                                    196
       3.0    Eligibility for Plans                                                 199
       4.0    Retirement Benefit Coverage                                           200
       5.0    Enrollment                                                            201
       6.0    Continuation of Enrollment                                            205
       7.0    Termination of Enrollment                                             205
       8.0    Conversion of Enrollment                                              206
       9.0    COBRA                                                                 206
       10.0   Miscellaneous Provisions                                              207
       10.5   Extended Medical Leave                                                208
       10.6   STRS Counseling                                                       208
       10.7   Section 12.5 Plan                                                     208

XVII. HOLIDAYS AND VACATION                                                         209

       1.0      Holidays                                                            209
       2.0      Holiday Pay - Substitute Employee Reassigned as a
                Probationary of Permanent Employee                                  209
         3.0    Payment for Holidays                                                209
         3.1    Adult Ed. Holiday Pay                                               209
         6.0    Vacation Allowance for A Basis Employees                            210
         6.3    Time for Taking Vacation                                            213
         6.4    Amount of Vacation - Rate of Allowance - Effect of
                Change in Status                                                    213
         6.5    Vacation Payment Upon Termination of Service                        213
         6.6    Vacation Upon Change in Basis of Assignment                         213
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 ARTICLE                                                                    PAGE

 XVII. HOLIDAYS AND VACATION (continued)

         6.7     Lump-sum Payment for Accumulated Vacation Upon
                 Change from Vacation-Earning to Non-vacation
                 Earning Assignment Basis                                    213
         6.8     Vacation - Substitute Status                                214

 XVIII. CLASS SIZE                                                           215

         1.0     General Provisions                                          215
         1.6     Class Size Arbitration Procedures                           216
         2.0     Regular Program Class Averages                              217
         3.0     Student Integration Program Class Averages                  217
         4.0     Distribution of Students Within Grade Levels,
                 Departments and Classes                                     219
         5.0     Early Education Centers                                     219
         6.0     Special Education                                           219

XVIII-A. 2007-2008 THROUGH 2009-2010 FRAMEWORK FOR
         ADDRESSING CLASS SIZE REDUCTION ISSUES                              220

         1.0     General                                                     220
         2.0     Contractual Class Size Reduction Efforts                    220
         3.0     Contractual Class Size “Flexible Caps”                      221
         4.0     EIA – Class Size Reduction Concept                          222
         5.0     Joint Class Size Task Force                                 223

XIX.     SUBSTITUTE EMPLOYEES                                                224

         1.0     Salary and Benefit Provisions                               224
         2.0     Paid Nonworking Days                                        225
         3.0     Incentive Plan                                              226
         3.1     Eligibility                                                 226
         3.2     Priority for Selection                                      226
         3.3     Incentive Substitute Assignment Procedures                  226
         4.0     Day-to-Day Substitutes Extended                             227
         5.0     Assignment Procedures for Non-Incentive Plan Substitutes    227
         5.1     Accepting Assignments                                       228
         5.3     Calling Priority Order                                      229
         5.4     Assignments During Z Basis Periods                          230
         5.6     Standby Lists                                               230
         6.0     Late Arrivals                                               231
         7.0     Time Reporting                                              232
         8.0     Release from Assignment                                     232
         9.0     Duties                                                      232
         10.0    Information                                                 233

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ARTICLE                                                                 PAGE

XIX.    SUBSTITUTE EMPLOYEES (continued)

        11.0    Evaluation and Inadequate Service Reports                233
        12.0    Other Calling Lists                                      233
        13.0    Remote Telephone Call Forwarding Service                 233
        14.0    Reorganization/Redesign of the Substitute Unit           233

XX.     SUMMER/WINTER SESSION                                            234

        1.0     General                                                  234
        2.0     Eligibility                                              234
        3.0     Selection -- Secondary Schools, First Round              235
        4.0     Selection -- Secondary Second and Third Round            236
        5.0     Selection -- Elementary Schools, All Rounds              236
        6.0     Displacements                                            236
        7.0     Salary                                                   237
        8.0     Hours and Duties                                         237
        9.0     Selection - Special Education Schools and Special
                Day Classes                                              237
        10.0    Voluntary Intersession - Multitrack Secondary Schools    238
        11.0    Special Grievance Provision                              238
        12.0    Summer Session Adult Education                           238
        13.0    Elementary School – Intervention/Extended Learning
                Program                                                  240
        13.1    Mandatory Student Summer Session/Multitrack
                Intersession Elementary                                  241
        13.2    Mandatory Student Summer School/Multitrack School
                Intersession/Intervention Selection - Elementary         241
        14.0    Secondary School Intervention/
                Extended Learning Programs                               242

XXI.    ADULT AND CAREER EDUCATION                                       243

        1.0     General                                                  243
        2.0     Employment Contracts                                     243
        3.0     Non-Contract Personnel -- Release During Term
                of Assignment                                            244
        4.0     Staffing Procedures for Part-Time and Other Untenured
                Full-time Positions                                      244
        5.0     Staffing Procedures for Tenured Positions                247
        6.0     Class Size Maximums                                      248
        7.0     Class Size Minimums                                      248
        10.0    Miscellaneous                                            249
        11.0    Allocation to an Hourly Rate Salary Schedule             250



2008-2011 LAUSD/UTLA CBA 01-03-2011          xiii
TABLE OF CONTENTS

ARTICLE                                                              PAGE

XXII. MULTITRACK SCHOOLS                                              251

        1.0     General                                               251
        2.0     Work Year                                             251
        3.0     Staffing and Transfers                                252
        4.0     Displacement - Return Rights                          252
        5.0     Notice Requirements Relating to Schedule Changes      252
        5.1     Assignment of Non-classroom Employees                 252
        5.2     Employee Accommodation                                252
        6.0     Regular Teachers Serving as Substitutes               252
        7.0     Exchange of Teaching Track Assignments                253
        8.0     Exchange Days                                         253
        9.0     Communication                                         254
        10.0    Coordinating Differentials                            254
        11.0    “Roving” Teacher Defined                              254
        12.0    Relief from Non-Instructional Duties                  254
        13.0    Moving and Storage                                    255
        14.0    Classroom Sharing                                     255
        15.0    Pilot Program for Specialized Off-Track Services      255
        16.0    Multitrack School Committee                           255
        17.0    Library Media Teacher Assignments                     256

XXIII. EARLY EDUCATION CENTERS                                        257

        1.0     General                                               257
        2.0     Informal Leaves                                       257
        3.0     Mileage                                               257
        4.0     Transfers Involving 8-Hour Assignments                257
        5.0     Additional Hours of Work                              257
        6.0     Seniority List                                        258
        7.0     Vacation Scheduling                                   258
        8.0     Late Hours                                            258
        9.0     Excused Time                                          258
        10.0    Additional Compensation                               258
        11.0    Chapter Chair Meetings                                259
        12.0    Substitutes                                           259

XXIV. STUDENT DISCIPLINE, LEGAL SUPPORT AND
      PROPERTY LOSS                                                   260

        1.0     Codes of Student Conduct                              260
        2.0     Student Suspensions                                   260
        3.0     Legal Assistance and Support                          262
        4.0     Notification to Teachers Regarding Past Misconduct
                By Student                                            262
        5.0     Loss, Destruction, Damage, Theft and Vandalism        263

2008-2011 LAUSD/UTLA CBA 01-03-2011          xiv
TABLE OF CONTENTS

ARTICLE                                                                    PAGE

XVI.    STUDENT DISCIPLINE, LEGAL SUPPORT AND
        PROPERTY LOSS (continued)

        5.1     Liability for Employees Whose Duties Require
                Transportation of Students in the Employee’s
                Own Vehicle                                                 264
        5.6     Student Expulsion                                           265

XXV. ACADEMIC FREEDOM AND RESPONSIBILITY                                    266

        1.0     Lesson Content                                              266
        1.1     Guest Speakers                                              266
        1.2     Appeal Procedure                                            266
        2.0     Ownership of Materials and Publications                     267
        3.0     Determination of Grades                                     268

XXVI. MENTOR TEACHER PROGRAM                                                269

        1.0     General                                                     269
        2.0     Budget                                                      269
        3.0     Mentor Selection Committees                                 269
        4.0     Mentor Applicants                                           270
        5.0     Term of Mentor Service                                      270
        6.0     Assignments of Mentors                                      271
        7.0     Duties and Responsibilities                                 272
        8.0     Pay                                                         273
        9.0     Miscellaneous                                               273

XXVII. SHARED DECISION MAKING & SCHOOL-BASED
       MANAGEMENT                                                           275

        1.0     General                                                     275
        2.0     Shared Decision Making -- Local School
                Leadership Councils                                         275
        2.1     Composition                                                 275
        2.2     Itinerant Personnel Advisory Committee                      278
        2.3     Alternates                                                  278
        2.4     Functions and Responsibilities                              278
        2.5     Decisions                                                   280
        2.6     Agenda                                                      280
        2.7     Meetings                                                    280
        2.8     Election Procedures for Employee Representatives            281
        2.9     Election Procedures for Parent/Community Representatives    282
        3.0     School-Based Management                                     284



2008-2011 LAUSD/UTLA CBA 01-03-2011          xv
TABLE OF CONTENTS

ARTICLE                                                                 PAGE

XXVIII. SAFETY                                                           287

         1.0 General                                                     287
         2.0 Environmental Health, Safety and Violence Prevention
             Joint Committee                                             289
         3.0 Renovation, Modernization and New Schools                   289
         4.0 Special Grievance Procedures                                290
         5.0 Emergency Closure                                           290
         6.0 Employee/District Responsibility                            290


XXIX. DRIVER TRAINING                                                    291

XXX. SPECIAL COMMITTEES                                                  292

XXXI. MISCELLANEOUS                                                      293

        1.0     Counseling Services                                      293
        2.0     Facilities for Support Services Employees                293
        4.0     Special Education Facilities                             293
        5.0     Special Education Moving Assistance                      293
        6.0     IEP Meetings                                             293
        6.1     Special Education Trainee/Assistant Interview Process    294
        7.0     Special Education Resources Notebook                     294
        8.0     Continued Assignment of Aides and Teacher Assistants
                To a Teacher                                             294
        9.0     Access to School Facilities                              294
        10.0    House Leaders                                            294

XXXII. TERM OF AGREEMENT                                                 295

        1.0     Term                                                     295
        2.0     Negotiations During Life of Agreement                    295
        3.0     Negotiations for Successor Agreement                     297
        4.0     Pre-July 1 Changes                                       297


APP A         OPTIMUM CLASS/CASELOAD NORMS AND PROCEDURES TO
              OPEN, CLOSE OR RELOCATE SPECIAL EDUCATION SPECIAL
              DAY OR RESOURCE SPECIALIST CLASSES                298

              SUPPLEMENTAL TO APPENDIX A - Special Education Interns     301

APP B         TEACHER INTEGRATION TRANSFER PROGRAM                       302

APP C        REQUEST FOR ASSIGNMENT FOR UTLA UNIT MEMBERS
             REPORTING TO HEALTH AND HUMAN SERVICES                      303
2008-2011 LAUSD/UTLA CBA 01-03-2011 xvi
TABLE OF CONTENTS

ARTICLE                                                                  PAGE

APP D       SCHOOL CALENDARS

            D-1     2010-2011                                             304

APP E       SALARY TABLES AND RATES                                       310

            1.0     Development Center (V) Salary Table                   310
            2.0     Early Education Center (C) Salary Table               310
            3.0     Preparation (T and L) Salary Table                    311
            4.0     Special Services (D) Salary Table                     315
            5.0     Hourly Rate (THR) Schedule                            317
            6.0     Flat Hourly Rates                                     317
            7.0     Regular (Hourly) Schedule Rates                       317
            8.0     Differential Salary Rates                             318
            9.0     Stipends                                              321
            10.0    Day-to-Day Substitutes                                322
            10.1    Employees Serving in Place of
                    Preparation Salary Table Employees                    322
            10.2    Employees Serving in Place of Development Centers/
                    Early Education Center Salary Table Employees         322

INDEX                                                                     333




2008-2011 LAUSD/UTLA CBA 01-03-2011          xvii
AGREEMENT

               THIS AGREEMENT is made and entered into by and between the
Board of Education of the Los Angeles Unified School District, which together
with its administrative staff and representatives will be referred to in this
Agreement as the "District," and United Teachers Los Angeles, which together
with its officers and representatives will be referred to in this Agreement as
"UTLA." UTLA is affiliated with the California Teachers Association, California
Federation of Teachers, National Education Association and the American
Federation of Teachers/AFL-CIO. This Agreement is entered into under authority
of Government Code Section 3540.1(h).


                                       ARTICLE I

                                      RECOGNITION


             1.0   The Unit: Pursuant to applicable California statutes and
regulations, UTLA has been certified as the exclusive representative for the
following employees of the District:

            Included: Certificated employees, except those excluded in Section
1.1, who are in the broad classification of Teacher; Instructor; Library Media
Teacher; Counselor; Adviser; Audiologist; Audiometrist; Hygienist; Non-
classroom Assignment, Preparation Table; Non-school Assignment, Preparation
Table; Nurse; Optometrist; Psychologist; Social Worker; Teacher-Adviser;
Teacher-Counselor; Therapist; or Driver Safety Instructor.

               1.1    Excluded: All day-to-day substitutes who were paid for
fewer than 100 days during the preceding school year; all part-time adult
education teachers, including ROC/ROP and specially-funded adult education
teachers, who are assigned for fewer than ten hours per week; all other
certificated classifications not referred to in Section 1.0, including those in the
classification or status of Chest Specialist, Counseling Assistant, Psychiatrist,
School Dentist, School Physician and Teacher Assistant; all classified personnel;
all unclassified personnel; all supervisory personnel; and all management and
confidential employees as designated by the Board of Education.

               2.0    Changes to the Unit: The parties agree that this represents
the appropriate unit. It may be revised only by mutual agreement or by a Public
Employment Relations Board unit clarification decision, but it is agreed that the
parties may file for a unit clarification proceeding involving this unit only when the
District creates new classifications or substantially changes the responsibilities of
an existing classification. Alleged violations of this Article are not subject to the
grievance and arbitration procedures of Article V.

             3.0   "Employee" Defined: Unless the context clearly indicates
otherwise, the terms "employee" or "employees" will normally be used in this
Agreement to indicate persons who are included within the above unit, and the

2008-2011 LAUSD/UTLA CBA 01-03-2011        1
Article I - Recognition

term "personnel" will normally be used in a broader sense to include employees
as defined above plus all other persons utilized by the District to provide
services.




2008-2011 LAUSD/UTLA CBA 01-03-2011             2
ARTICLE II

                           EFFECT OF AGREEMENT


              1.0    Effect Upon Negotiations: By this Agreement, the parties
resolve all outstanding bargaining issues between them, and jointly recognize full
and complete performance and satisfaction of their bargaining duties except as
expressly provided below. This Agreement completes negotiations between the
District and UTLA for the term hereof and embodies their entire agreement and
understanding. However, there shall be negotiations during the term of this
Agreement as follows:

            a.    Limited reopener negotiations and negotiations for a
      successor agreement pursuant to Article XXXII, Sections 3.0 and 4.0;

             b.     Negotiations regarding the means of compliance with
      decisions or laws which have invalidated a portion of this Agreement as
      provided in Section 4.0 of this Article; and

            c.     Any other subjects which UTLA and the District may
      mutually agree to negotiate.

             1.1    Revisions to the Agreement: As a result of negotiations
pursuant to Section 1.0 above, the District and UTLA may change or supplement
any provisions of this Agreement by mutual written agreement; accordingly, no
employee shall be deemed to have a vested right to retain any provision of this
Agreement.

              2.0   Effect Upon Individual Contracts: Any individual contract
between the District and an employee dealing with services covered by this
Agreement shall be subject to and consistent with the terms and conditions of
this Agreement. If an individual contract contains any terms inconsistent with this
Agreement, then this Agreement shall be deemed controlling. However, as
provided in Article XXXII, Section 5.0, this Agreement does not establish
individual annual contracts.

               3.0     Effect Upon District Policies and Rules: The District may
determine and revise any of its policies, rules, regulations, or procedures.
However, in the event of a conflict between the terms of this Agreement and any
District policies, rules, regulations or procedures, the terms of this Agreement
shall prevail.

                4.0     Separability and Savings: If any provision of this Agreement
should be held invalid by operation of law or by any tribunal of competent
jurisdiction, the remainder of this Agreement or the application of such provision
as to persons or circumstances other than those as to which it has been held
invalid or as to which compliance with or enforcement of has been restrained,
shall not be affected thereby. In such event, the District and UTLA shall, upon
request of either. party, commence negotiations regarding the means of
compliance with such law or decision.
2008-2011 LAUSD/UTLA CBA 01-03-2011        3
ARTICLE III

                                      DISTRICT RIGHTS


               1.0     General: The intention of this Article is to provide that the
District retains all rights and powers which have not been limited by the other
Articles of this Agreement. The provisions of this Article are not intended to
expand the rights of the District beyond statutory and constitutional limits, or in
any manner to waive or diminish the rights of UTLA or the employees as
provided in the other Articles of this Agreement. In the event that there is a
conflict between the retained rights of the District under this Article and the rights
of UTLA or employees as set forth elsewhere in this Agreement, the provisions of
the other Articles of this Agreement shall prevail.

               2.0     Consultation Rights: Certain of the rights of the District set
forth in this Article are subject to the consultation rights of UTLA under Section
3543.2 of the Government Code. This Article is not intended to limit such
consultation rights.

               3.0    Retained Rights: It is agreed that all matters which are
beyond the scope of negotiations under Government Code Section 3543.2, and
also all rights which are not limited by the terms of this Agreement, are retained
by the District. Such retained rights include, but are not limited to, the right to
determine, establish, change or discontinue, in whole or in part, temporarily or
permanently, any of the following matters, subject only to the limitations set forth
in the other Articles of this Agreement:

                a.    The legal, operational, geographical, and organizational
        structure of the District, including the division of authority, organizational
        divisions and sub-divisions, and external and internal boundaries of the
        District;

              b.    The sources and amounts of financial support, including
        compliance with any requirements imposed by law or by funding sources;

               c.      All budgetary matters and procedures, and all budgetary
        allocations, reserves, and expenditures apart from those expenditures and
        budget items that are expressly required by the terms of this Agreement;

                 d.     The number and location of any District-owned or controlled
        properties, buildings, facilities, equipment, and other improvements; the
        utilization of same, and the functions and services to be performed at each
        of same;

               e.     The classes to be taught and the other duties and services
        to be rendered by District personnel to students and to the public, and the
        support services to be provided to employees and other District personnel;
        and the methods, personnel, and materials to be utilized in such services;

2008-2011 LAUSD/UTLA CBA 01-03-2011          4
Article III – District Rights

                f.    Subject to the consultation rights of UTLA under
        Government Code Section 3543.2, determine the educational policies,
        objectives, standards, and programs, including but not limited to those
        relating to curriculum, textbook selection, educational equipment and
        supplies, admissions, attendance, student assignments, grade level
        advancement, student guidance, student testing, student integration,
        student conduct and discipline (subject to Article XXIV), food services,
        student transportation, and the type of extracurricular and co-curricular
        activities;

                g.    Subject to limitations in other Articles of this Agreement, to
        select, hire, grant contracts of employment, classify, assign, promote,
        demote, discipline, suspend, place on involuntary leave, terminate, and
        retire any personnel of the District;

                 h.     Subject to State credentialing requirements, assign
        personnel to any location (subject to Article XI - Transfers) and also to any
        facilities, classrooms, duties, academic subject matters, grade levels, and
        departments;

              i.    Subject to Article XVIII - Class Size, determine the number
        of employees, and whether and where there is a vacant position;

              j.     Subject to Article IX - Hours, determine the dates, times and
        hours of operation of any District facility, function, or activity; and

               k.     Subject to Article XXVIII - Safety, determine safety and
        security measures and rules for students, employees, the public,
        properties, facilities, and equipment.

               4.0     Effect on Grievance Procedure: The contractual rights of
UTLA and the employees are set forth in the other Articles of this Agreement,
and this Article is not a source of such rights. Accordingly, no grievances may be
filed under this Article, except under Section 2.0 hereof.




2008-2011 LAUSD/UTLA CBA 01-03-2011            5
ARTICLE IV

                                      UTLA RIGHTS


              1.0     Access: Any authorized UTLA representative shall have the
right of reasonable access to District facilities, including teacher mailboxes, for
the purpose of contacting employees and transacting UTLA matters. Upon
arriving at a work site, the representative shall first report to the office of the site
administrator and state the intended purpose and length of visit. The
representative may contact employees during duty free lunch periods, before and
after employees' hours of service or when the employee is not engaged in duties.
The representatives shall not interrupt any employee's duties or assignments.

             2.0   Bulletin Boards: UTLA shall have the right to post notices
UTLA official matters on a bulletin board or a section of a bulletin board
established for UTLA's exclusive use at each work site where employees are
assigned.

               3.0     Distribution of Material: Pursuant to United States Postal
laws, the school mail is not available for distribution of UTLA material. Material
or literature distributed or posted by UTLA to employees shall be dated and shall
not be defamatory, obscene, or violative of law.

              4.0    Released Time for Negotiations: Up to seven negotiating
team employee representatives designated by UTLA shall be released from duty
with no loss of pay or benefits for the purpose of attending negotiation meetings
with the District pursuant to Article II, Section 1.0. UTLA and the District may
agree that additional employees shall receive such released time.

             5.0    Organizational Leave: A maximum of seven elected officers
of UTLA shall, upon request of both UTLA and the employee, be placed on leave
of absence for a period of one semester or more.

              6.0    Released Time at UTLA Expense: UTLA may request the
release of designated employees from their regular duties with no loss of pay for
the purpose of attending to UTLA matters, with the expense of the substitute or
replacement to be borne by UTLA. Such released time shall be limited to 25
days per year for any individual employee. If the site administrator objects to the
release of any particular employee based upon instructional needs, the matter
shall be referred to the Office of Staff Relations and UTLA for resolution. When
staff are assigned in place of teachers absent on UTLA business, UTLA will
reimburse the District at the base rate for substitutes (see Article XIX) or at the
average teachers' rate for replacement teachers; such time will be taken in
increments of not less than one-half day.

            7.0   Exclusivity: UTLA and its authorized representatives shall
be the exclusive representative of the employees in contract enforcement
matters.

2008-2011 LAUSD/UTLA CBA 01-03-2011        6
Article IV – UTLA Rights

                8.0   UTLA Chapter Chairpersons: At each work location to which
employees are assigned, UTLA shall have the right to designate, pursuant to its
own procedures, one employee to serve as the UTLA Chapter Chair (see also
Section 8.3). In year-round schools UTLA may also designate one employee to
serve as Chapter Chair during the periods of time when the Chapter Chair is off-
track. To facilitate communication, they shall meet together with the site
administrator whenever reasonably possible. At the school sites the UTLA
Chapter Chair is the exclusive local representative of the faculty in matters
relating to enforcement and administration of the Agreement between UTLA and
the District. The Chapter Chair shall also be the official on-site representative of
UTLA in contract enforcement matters and as such shall have the following
rights:
                a.    Upon request of an employee, have the right to represent
        the employee in grievance meetings as expressly provided in Article V,
        Section 2.0, and in meetings relating to discipline as expressly provided in
        Article X, Section 11.0 e.

               b.     When an employee reports an injury or assault and files the
        required written report, the site administrator shall notify the Chapter Chair
        of the reported injury unless the employee requests that the matter not be
        so disclosed.

                c.     Be permitted reasonable use of the school telephone for
        local calls involving representation matters, so long as such use does not
        interfere with normal office business at the location;

               d.     Have the exclusive right to coordinate UTLA meetings, which
        may be held in school buildings at times before or after the school day or
        during employees' duty free lunch period, subject to availability of facilities
        and provided that there is no interference with other scheduled duties or
        events. Administration shall not schedule required meetings of employees
        after school on Wednesday in order to avoid conflict with UTLA meetings,
        except in compelling circumstances or when a majority of the affected
        employees consent.

               e.    Have the exclusive right to initial and date any official notices
        to be posted on the UTLA site bulletin board;

                f.    Have the right, subject to reasonable advance administrative
        approval, to make appropriate brief announcements, via the school
        bulletin and/or public address system, of UTLA-related meetings, special
        events, in-service/staff development, and the like. Such use of the public
        address system shall be limited to the time before or after student hours.
        The above rights do not encompass advocacy material of any nature, or
        statements covering inappropriate topics (e.g., personnel matters,
        grievances, collective bargaining, or personalities).


2008-2011 LAUSD/UTLA CBA 01-03-2011          7
Article IV – UTLA Rights

               g.     Have the right to inspect non-exempt public records
        maintained at the work site which relate to administration of this
        Agreement, and shall have the right to receive, upon request and within a
        reasonable time not to exceed 5 working days, a copy of up to 50 pages of
        such documents at no cost each school year. If the documents do not
        relate to contract administration, the cost of copies shall be borne by the
        Chapter Chair.

               h.     Have the right, upon prior request and at reasonable
        intervals on non-classroom teaching time, to meet with the site
        administrator to discuss contract enforcement matters, safety matters, or
        any other matters related to the operation of the school;

               i.     Have the right to propose agenda items for faculty meetings.
        The Chapter Chair shall also have the right to make appropriate brief
        announcements within the first 45 minutes of such meetings or at least 15
        minutes prior to the end of the meeting if such meeting is less than an
        hour in length.

              j.       While there are not to be any negotiations at the site level
        (such activity being limited to the designated representatives of the Board
        of Education and UTLA), when faculty views are sought by the site
        administrator with respect to subject matters which fall within the scope of
        negotiations under the Educational Employment Relations Act, the UTLA
        Chapter Chair is to be treated as the sole representative of the faculty;

              k.      Prior to finalizing changes in bell schedules, the site
        administrator shall consult with the Chapter Chair; and

              l. Have the rights set forth in Article XXVII - Shared Decision
        Making and School-Based Management.

                8.1     Released Time for Chapter Chairs:

               a.     Released time from non-instructional duties shall be
        provided to a Chapter Chair if the following conditions are met: a secret
        ballot election of the faculty shall be conducted by the principal and a
        teacher designated by the Chapter Chair, with the issue to be determined
        being whether a specific released time plan proposed by the Chapter
        Chair should be approved. The proposed plan is to provide for the
        Chapter Chair to be released from specified non-instructional duties and
        for the remainder of the staff to assume those duties. Non-instructional
        duties as referred to above are those non-classroom duties which are
        normally shared and distributed among the staff, and for this purpose may
        also include homeroom teacher duties. In addition, chapter chairpersons
        at elementary schools shall be released from instructional duties when


2008-2011 LAUSD/UTLA CBA 01-03-2011          8
Article IV – UTLA Rights

        certificated itinerant music, art, P.E. teachers, etc., take the chapter
        chairperson’s class for instruction, as applicable and when in the normal
        rotation of services.

               b.   A proposed plan may also permit release of the Chapter
        Chair from instructional duties subject to the following additional
        conditions:

                        (1)      Such release is limited at the secondary level to one
                                 instructional period daily, and at the elementary level
                                 to an established shared instructional period (Physical
                                 Education or Music); and

                        (2)      The proposal is separately approved by the specific
                                 teachers, whose workload will be directly affected by
                                 the operation of the plan, voting in a separate
                                 election.

               c.      Regarding paragraphs a and b, a majority of those voting
        shall determine the outcome. The election results shall be binding for the
        school year unless a majority requests a new election, or unless a new
        Chapter Chair is designated. The Chapter Chair may be assigned duties
        during this released time, in emergency situations.

                d.    Site-based eight hour Chapter Chairpersons may, with prior
        approval of the site administrator and when their duties reasonably permit,
        alter their work schedule by reporting to work not to exceed 30 minutes
        early, and leaving work not to exceed a corresponding 30 minutes early,
        for the purpose of attending UTLA Area and House meetings.

             8.2    With regard to local site decisions which are reflected in
documents forwarded to regional or central offices (e.g., Chapter 1 budgets,
changes in daily school schedules, and changes in school calendar such as
year-round school plans) the following procedures shall apply:

             a.     Written disclosure to the faculty of the proposed plan or
        change, with at least five (5) days of review time provided, except in
        emergencies;

              b.      The Chapter Chair shall have the right to consult with the
        administrator regarding the content of the document;

              c.     If the document provides for a faculty signature, the Chapter
        Chair or designee of the Chapter Chair shall determine whether the
        document will be signed;



2008-2011 LAUSD/UTLA CBA 01-03-2011           9
Article IV – UTLA Rights

               d.     The Chapter Chair shall have the right to submit a written
        position, dissent, or comments to the administrator. The administrator
        shall attach this statement to all copies of the official document being
        forwarded to the appropriate office.

Exempt from the above procedures are personal matters, confidential matters,
and other matters, which do not generally involve changes in the basic working
conditions of the entire faculty.

               8.3   The District shall recognize one Chapter Chair District-wide
for each major employment category which is non-school based (one each for
School Psychologists, PSA Counselors, Nurses, Itinerant Special Education
personnel, Non-Public School personnel and one for all other miscellaneous
classifications combined). Substitutes shall have three Chapter Chairs, one for
each of the three (3) calling areas. Activities of these new Chairs will be limited
to non-site matters. Site-based issues will continue to fall under the purview of
the school site Chapter Chair. Any released time for these non-school based
Chapter Chairs will be in accordance with Article IV, Section 8.1d.

             9.0    Committee Appointments: If the District decides that unit
members are to be invited to serve on any District-wide committee, it shall notify
UTLA and specify the background and experience required. UTLA shall then
have the right to designate one-half of such employee representatives, and to
replace those appointees.

               a. Except as otherwise provided in this agreement, if the District
        decides that unit members are to be invited to serve on any committees
        (described below) that are District-wide or Local District-wide in scope and
        subject matter, it shall notify UTLA and specify the background and
        experience required for the committee.

               b. UTLA shall then have the right to designate one-half of such
        unit members, and to replace those appointees, and the District shall have
        the right to designate (and replace) one-half of such unit members. Unit
        members who are appointed to a committee by the District, rather than
        UTLA, are not to be considered authorized representatives for UTLA.

                c. These committee appointment provisions apply only to: (i) unit
        member service on an advisory group (whether labeled committee, task
        force, focus group or other); and (ii) to committee service outside of the
        employee’s regular job duties. However, if the committee includes a
        combination of unit members invited to serve outside their regular
        assigned jobs, and unit members assigned to the committee as part of
        their regular assigned jobs, the latter shall be counted toward the District’s
        appointing authority under section b above.



2008-2011 LAUSD/UTLA CBA 01-03-2011         10
Article IV – UTLA Rights

               d. These committee appointment provisions do not apply to
        operational working groups whose activities are part of each of the group
        members’ regular assigned jobs.

              10.0 Meetings: Participants in any administrative Region-wide or
District-wide meetings of employee representatives other than UTLA designates,
called or sponsored by the District, shall not discuss interpretations of the
Agreement, proposed changes to the Agreement, or alleged violations of the
Agreement.

               11.0 Recruiting Table: The District shall provide UTLA space for
a recruiting table adjacent to the central Personnel Office at a location which is
readily accessible to employment applicants and new hires, subject to Fire
Marshal directives.

               12.0 Consultation Rights: The District shall, upon request of the
President of UTLA, or designee, meet and consult with UTLA regarding the
subject matters specified in Government Code Section 3543.2. Also, with regard
to the development by the District (Central or Local District) of new or revised
student assessment systems, or changes in instruments or frequency of
assessment, the District shall during the design and deliberation stages give
UTLA written notice of its intentions and plans, and include UTLA as one of the
principal participating stakeholders in such process. In addition, UTLA may itself
initiate consultations with the District regarding such matters.




2008-2011 LAUSD/UTLA CBA 01-03-2011          11
ARTICLE IV-A

                               DUES DEDUCTIONS


              1.0  Voluntary Authorizations: The District shall deduct UTLA
dues from the salary of each employee who has submitted a written
authorization. Such an authorization shall continue in effect unless revoked in
writing by the employee. Such revocation shall be effective at the next pay
period, provided notice is given twenty (20) calendar days prior to the next
payday. The District shall deduct one-twelfth (1/12) of such annual dues from
each regular salary warrant which contains sufficient funds to cover the
deductions.

              1.1    If the District's withholdings from an employee's salary in any
payroll period are insufficient to meet the amount authorized by the employee for
the UTLA dues or UTLA-sponsored insurance, the District shall make an
appropriate adjustment on a subsequent pay warrant. UTLA agrees to hold the
District harmless against any claims or liabilities arising out of any such
adjustments.

              2.0     Remitted to UTLA: A deposit approximating the amount of
dues so deducted shall be remitted to UTLA on payday, and the reconciled
amount will be supplied to UTLA within 30 days after the deductions are made,
together with a list of affected employees.

            3.0   Exclusive to UTLA: Payroll deductions for membership dues
from employees shall be exclusive on behalf of UTLA, and no dues deductions
are to be made on behalf of any other employee organization as defined in
Government Code 3540.1(d).

             4.0    Agency Fee/Dues Obligation:        "Commencing within thirty
(30) days of employees initial employment, throughout the term of this
Agreement, each employee (as defined in Article I of this Agreement) is required
as a condition of continued employment either: (a) to be a member in good
standing of UTLA, or (b) to satisfy the agency fee financial obligations set forth in
Section 4.1 below, unless qualified for religious exemption as set forth in Section
4.2 below. Newly hired bargaining members shall have deductions for dues or
agency fee made on the first warrant received from the District. If this warrant
covers several pay periods a deduction shall be made for each pay period.

                4.1     Unless the employee has (a) voluntarily submitted to the
District an effective dues deduction request, or (b) individually made direct
financial arrangements satisfactory to UTLA as evidenced by notice of same by
UTLA to the District, or (c) qualified for exemption based upon religious grounds
as provided in Section 4.2 below, the District shall process a mandatory agency
fee payroll deduction in the appropriate amount, and forward that amount to
UTLA. The amount of agency fee to be charged shall be determined by UTLA,
subject to applicable law; it shall therefore be an amount not to exceed the
normal periodic membership dues, initiation fee and general assessments
2008-2011 LAUSD/UTLA CBA 01-03-2011       12
Article IV-A – Dues Deductions

applicable to UTLA members. As to non-members who object to UTLA spending
their agency fees on matters unrelated to collective bargaining and contract
administration, the amount of agency fee charged shall not reflect expenditures
which the courts or PERB have determined to be non-chargeable, including
political contributions to candidates and parties, members-only benefits,
charitable contributions and ideological expenditures and, to the extent provided
by law, shall not reflect expenditures for certain aspects of lobbying, ballot
measures, publications, organizing and litigation. UTLA shall comply with
applicable law regarding disclosure and allocation of its expenses, notice to
employees of their right to object, provision for agency fee payers to challenge
UTLA's determinations of amounts chargeable to the objecting non-members,
and appropriate escrow provisions to hold contested amounts while the
challenges are underway. The foregoing description of permissible agency fee
charges and related procedures is included herein for informational purposes as
a statement of applicable law, and is not intended to change applicable law or to
provide any contractual terms or enforcement procedures under this Agreement.
The District will promptly remit to UTLA all monies deducted, accompanied by a
list of employees for whom such deductions have been made.

                4.2     Religious Exemption from Agency Fee Obligations:

                a.     Any employee who is a member of a religious body whose
        traditional tenets or teachings include objections to joining or financially
        supporting employee organizations shall not be required to meet the
        above agency fee obligations, but shall pay in lieu thereof (by means of
        mandatory payroll deduction) an amount equal to the agency fee, to a
        nonreligious, nonlabor charitable organization exempt from taxation under
        Section 501(c)(3) of the Internal Revenue Code, as designated by the
        employee. Board of Education approved examples of such organizations
        are: United Way, United Negro College Fund, and Brotherhood Crusade.

               b.     To qualify for the religious exemption, the employee must
        provide the District, with a copy to UTLA, a written statement of objection,
        along with verifiable evidence of membership in a religious body as
        described in a. above.

               c.     Any employee utilizing this religious exemption status, who
        requests UTLA to utilize the grievance/arbitration provisions on the
        employee's behalf, shall be subject to charges by UTLA for the reasonable
        cost of using such procedures.

               4.3   Implementation dates: Any of the above-described payment
obligations applicable to employees shall be processed by the District with the
payroll immediately following the effective date of the payment requirement,
provided that the information is on file with the Payroll Branch by the deadline for
filing time reports.


2008-2011 LAUSD/UTLA CBA 01-03-2011        13
Article IV-A – Dues Deductions

                4.5   Indemnity/Hold-Harmless: UTLA agrees to indemnify and
hold the District harmless against any and all liabilities, (including reasonable and
necessary costs of litigation), arising from any and all claims, demands, suits, or
other actions relating to the District's compliance or attempted compliance with
either this Article or the requests of UTLA pursuant to this Article, or relating to
the conduct of UTLA in administering this Article. UTLA shall have the right to
determine and decide all matters relating to settlement and conduct of litigation
with respect to this Article. In no case shall District funds be involved in any
remedy relating in this Article. Any underpayments to UTLA resulting from the
District's failure to make a required deduction shall be remedied by additional
deductions from the affected employee(s). Any overpayments to UTLA resulting
from excessive deductions shall be remedied either by refund from UTLA to the
affected employee(s) or by a credit against future payments by the affected
employee(s).

                 4.6    The District will furnish any information needed by UTLA to
fulfill the provisions of this Article.




2008-2011 LAUSD/UTLA CBA 01-03-2011        14
ARTICLE V

                           GRIEVANCE PROCEDURE


              1.0     Grievance and Parties Defined: A grievance is defined as a
claim that the District has violated an express term of this Agreement and that by
reason of such violation the grievant's rights under this Agreement have been
adversely affected. Grievances as defined may be filed by the affected
employee or by UTLA on its own behalf or on behalf of an individual employee or
group of employees where the claims are similar. On filing a grievance on behalf
of a group, UTLA need not specify the names of the employees, but must
describe the group so that the District has notice of the nature and scope of the
claim.

               1.1    All matters and disputes, which do not fall within the above
definition of a grievance, are excluded from this procedure, including but not
limited to those matters for which other methods of adjustment are provided,
such as reductions in force and dismissals. Also excluded from this grievance
procedure are those matters so indicated elsewhere in this Agreement. Claimed
violations of Article VII (Non-Discrimination), are to be handled under appropriate
statutory and/or judicial procedures rather than under this grievance procedure;
however, claims of discrimination based upon UTLA affiliation are subject to this
grievance procedure.

               1.2    If the same or essentially the same grievance is filed by
more than one employee, then one grievant may process the grievance under
this Article on behalf of the other involved grievants. The final determination shall
apply to all such grievants.

              1.3    The respondent in any grievance shall be the District itself
rather than any individual administrator.

                1.4   Unless the parties mutually agree to the contrary, the filing or
pendency of a grievance shall not delay or interfere with any District action while
the grievance is being processed. By the same token, if it is later determined
that the grievance is meritorious, nothing in the foregoing sentence shall preclude
remedial relief covering the period during which the grievance was being
processed, including the applicable portion of the 15-day period preceding the
filing of the grievance. See also Article XIV, Section 30.0.

              1.5    Processing and discussing the merits of a grievance shall
not be considered a waiver by the District of a defense that the matter is not
arbitrable or should be denied for other reasons which do not go to the merits.

                2.0     Representation Rights: At all grievance meetings under this
Article, the grievant may be accompanied and/or represented by a UTLA
representative. If not, the grievant may represent himself or herself, or be
represented by any other person, so long as that person is not a representative
of another employee organization. The administrator shall have the right to be
2008-2011 LAUSD/UTLA CBA 01-03-2011       15
Article V – Grievance Procedure

accompanied by another administrator or District representative. By mutual
agreement other persons such as witnesses may also attend grievance
meetings.

               2.1    When a grievant is not represented by UTLA, the District
shall promptly furnish to UTLA (in care of the Director of Grievance Processing) a
copy of the grievance. If the grievance is withdrawn without a settlement, the
District shall so notify UTLA. The District shall not agree to a final resolution of
the grievance until UTLA has been notified of the proposed resolution, and been
given an opportunity to state in writing its views on the matter.

             3.0    Released Time For Employees and UTLA Representatives:
Grievance meetings and hearings will be scheduled by the District at mutually
convenient times and places during District business hours. Such meetings will
be scheduled so as to minimize interference with regular employee duties. Step
One meetings will not be scheduled on released time except when it is
convenient to do so during the preparation period of the involved employee(s). If
a grievance meeting at Step Two or Arbitration is scheduled during duty hours,
reasonable employee released time, including necessary travel time, without loss
of salary and with mileage reimbursement, will be provided to the grievant, to a
UTLA representative if one is to be present, and to any witness who attends by
mutual agreement. For arbitration hearings the grievant, arbitration panel
representatives and witnesses as required shall be afforded released time and
mileage.

               4.0     Confidentiality: In order to encourage a professional and
harmonious disposition of grievances, it is agreed that from the time a grievance
is filed until a final determination has been reached, all proceedings shall be
considered private and any preliminary disposition shall not be made public
without the agreement of all parties. The District and UTLA may report on
grievances by citing no more than the Section and Article alleged to have been
violated and the stage at which the grievance is at the time of the report. At no
time in any report or public record may either party or the grievant cite any
names or schools. This prohibition is not intended to restrict normal interviewing
of witnesses and other necessary preparation for hearing.

              5.0     Effect of Time Limits: If a grievance is not processed by the
grievant at any step in accordance with the time limits of this Article, it shall be
deemed withdrawn. The District shall respond, in writing, in a timely manner as
provided in this Article. If the District fails to respond to the grievance in a timely
manner at any step, the grievant has the option to proceed directly to the final
step of this procedure (See Section 11.0). All time limits and grievance steps
may be shortened, extended or waived, but only by mutual written agreement.

             6.0    "Day" Defined: A "day" for purposes of this Article is defined
as any day of the calendar year except Saturdays, Sundays, and legal or school
holidays.

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Article V – Grievance Procedure

             7.0     Informal Conference/Intervention Process: Before filing a
formal grievance, either one of the following alternative processes is available:

               a.      Informal Conference: Before filing a formal grievance, the
        employee is encouraged to make a reasonable attempt to resolve the
        dispute by means of an informal conference with the immediate
        administrator. However, the grievance must be filed within the time limits
        required under Step One, whether or not the employee has utilized these
        informal efforts.

                b.       Intervention Process: In select situations where either the
        District or UTLA believes that an informal pre-grievance conference(s)
        would be productive, either party may make such a request. This request
        must be submitted in writing within 15 days (as defined in Section 6.0)
        after the Grievant or UTLA knew or reasonably should have known of the
        occurrence of the facts upon which the dispute is based. The conference
        will then proceed if there is mutual agreement to do so. Attendance at the
        conference(s) shall be limited to the grievant, UTLA representative, the
        immediate administrator of the grievant, and a District representative,
        except where other persons are allowed to participate by mutual consent
        of the parties. The conference(s) shall be terminated (1) by successful
        resolution of the dispute, or (2) by written notification of the 15-day time
        limit for filing a formal grievance under Step One.

              c.     Dispute Resolution Panel: When certain disputes arise
        under Article IX-A relative to assignments to class, track and/or
        coordinator positions, the affected teacher may invoke the Dispute
        Resolution Procedures found in Article V-A.

              8.0    Step One: A formal grievance must be filed within fifteen
(15) days (as defined in Section 6.0) after the grievant or UTLA knew or
reasonably should have known of the occurrence of the facts upon which the
grievance is based. For example, the time limit for filing a grievance relating to a
transfer begins to run when the employee receives written notice of the transfer
order. It should be noted that there are shorter time limits required for filing
grievances alleging violations of certain provisions of this Agreement, such as
disciplinary suspensions under Article X and summer school assignments under
Article XX. For claims of a payroll or other salary error, the 15 day time limit runs
from discovery of the alleged error, but any recovery payment cannot relate back
more than three years prior to the grievance filing.

              8.1    The grievance must be presented in writing to the immediate
administrator by completing the UTLA-District Grievance form. If a grievance
does not relate to the immediate administrator and the remedy requested is not
within the authority of the immediate administrator, the grievant may initiate the
grievance with the administrator who has such responsibility and authority.

2008-2011 LAUSD/UTLA CBA 01-03-2011         17
Article V – Grievance Procedure

             8.2    A meeting between the grievant and the immediate
administrator shall take place within five (5) days from presentation of the
grievance. The administrator shall reply in writing within five (5) days following
the meeting. The receipt of such reply will terminate Step One.

              9.0    Step Two: If the grievance is not resolved at Step One, the
grievant may, within five (5) days after the termination of Step One, present the
grievance to the appropriate Superintendent, Division Head or designee. Within
five (5) days from receipt of the grievance, a meeting shall take place to discuss
the matter. The administrator shall reply in writing within five (5) days following
the meeting. The receipt of such reply will terminate Step Two. (Note: There
are separate expedited time limits for handling grievances under Article XXVIII,
Safety, Section 3.0)

                10.0    [Reserved]

              11.0 Request for Arbitration: If the grievance is not settled in Step
Two, UTLA, with the concurrence of the grievant, may submit the matter to
arbitration by a written notice to the District's Office of Staff Relations within five
(5) days after termination of Step Two.

               12.0 Selection of Arbitrator: Within seven days of receipt of the
request for arbitration, UTLA and the Office of Staff Relations shall meet to select
an arbitrator to serve as Chairperson of the arbitration panel. The arbitrator shall
be jointly selected by UTLA and the District, or shall be selected from the
following list by alternatively striking names until one remains. UTLA and the
District may by mutual written agreement revise the list.

   1. Richard Anthony                 7. Wayne Estes            13. Michael Prihar
   2. Irene Ayala                     8. Joseph Gentile         14. Terri Tucker
   3. Bonnie Bogue                    9. Isabel Gunning         15. Barry Winnograd
   4. Thomas Christopher              10. George Henderson      16. Louis Zigman
   5. Doug Collins                    11. George Marshall
   6. Walter Dougherty                12. Kenneth Perea

If the arbitrator selected cannot be available for hearing within sixty days, the
parties shall contact the next remaining arbitrator in reverse order of striking, until
one is selected who is able to serve within sixty days. Once selected, the
arbitrator shall serve as the Chairperson of a three-member arbitration panel,
with the other two members to be appointed directly by the District and UTLA
respectively. All decisions and rulings will be made by majority decision of the
panel.

              13.0 Optional Preliminary Hearing on Issues Which Do Not
Involve Merits of Grievance: If the District claims that the grievance should be


2008-2011 LAUSD/UTLA CBA 01-03-2011           18
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UTLA Contract 2008-2011

  • 1. 2008 – 2011 AGREEMENT LOS ANGELES UNIFIED SCHOOL DISTRICT and UNITED TEACHERS LOS ANGELES C:Usersrobert.samplesDocumentsRob OSR DocumentsCBA-UTLA2008-2011 UTLA CBA Revision2008-2011 CONTRACT- 01.03.11.doc
  • 2. TABLE OF CONTENTS ARTICLE PAGE I. RECOGNITION 1 1.0 The Unit 1 1.1 Excluded 1 2.0 Changes to the Unit 1 3.0 “Employees” Defined 1 II. EFFECT OF THE AGREEMENT 3 1.0 Effect Upon Negotiations 3 1.1 Revisions to the Agreement 3 2.0 Effect Upon Individual Contracts 3 3.0 Effect Upon District Policies and Rules 3 4.0 Separability and Savings 3 III. DISTRICT RIGHTS 4 1.0 General 4 2.0 Consultation Rights 4 3.0 Retained Rights 4 4.0 Effect on Grievance Procedure 5 IV. UTLA RIGHTS 6 1.0 Access 6 2.0 Bulletin Boards 6 3.0 Distribution of Material 6 4.0 Released Time For Negotiations 6 5.0 Organizational Leave 6 6.0 Released Time at UTLA Expense 6 7.0 Exclusivity 6 8.0 UTLA Chapter Chairpersons 7 8.1 Released Time for Chapter Chairs 8 9.0 Committee Appointments 10 10.0 Meetings 11 11.0 Recruiting Table 11 12.0 Consultation Rights 11 IV-A. DUES DEDUCTIONS 12 1.0 Voluntary Authorizations 12 2.0 Remitted to UTLA 12 3.0 Exclusive to UTLA 12 4.0 Agency Fee/Dues Obligation 12 4.2 Religious Exemption from Agency Fee Obligation 13 2008-2011 LAUSD/UTLA CBA 01-03-2011 i
  • 3. TABLE OF CONTENTS ARTICLE PAGE IV-A. DUES DEDUCTIONS (continued) 4.3 Implementation Dates 13 4.5 Indemnity/Hold-Harmless 14 V. GRIEVANCE PROCEDURE 15 1.0 Grievance and Parties Defined 15 2.0 Representation Rights 15 3.0 Released Time Employees and UTLA Representatives 16 4.0 Confidentiality 16 5.0 Effect of Time Limits 16 6.0 “Day” Defined 16 7.0 Informal Conference/Intervention Process 17 8.0 Step One 17 9.0 Step Two 18 11.0 Request for Arbitration 18 12.0 Selection of Arbitrator 18 13.0 Optional Preliminary Hearing on Issues Which Do Not Involve Merits of Grievance 18 14.0 Scheduling Hearings and Decisions 19 15.0 Expedited Proceedings 19 16.0 Documents and Witness Lists 19 17.0 Conduct of Hearings 20 18.0 Limitations Upon Arbitrators 20 19.0 Effect of Arbitration Award 20 20.0 Expenses 20 21.0 Grievance Files 20 22.0 No Reprisals 21 23.0 Special Grievance Procedure for Non-Unit Members 21 V-A. ALTERNATE GRIEVANCE PROCEDURE 22 1.0 General 22 2.0 Steps of this Procedure 22 3.0 Joint Panels 23 VI. WORK STOPPAGE 24 VII. NON-DISCRIMINATION 25 VIII. SMALL LEARNING COMMUNITIES 26 1.0 Central Small Learning Community Committee 26 2.0 Process for Conversion Schools 27 3.0 Process for New Construction Schools 27 4.0 Staffing, Vacancies and Transfers 27 2008-2011 LAUSD/UTLA CBA 01-03-2011 ii
  • 4. TABLE OF CONTENTS ARTICLE PAGE VIII. SMALL LEARNING COMMUNITIES (continued) 5.0 Protection of Employee Rights 28 6.0 SLC Leadership 28 7.0 SLC Taskforce 29 IX. HOURS, DUTIES AND WORK YEAR 30 1.0 General Workday Provisions 30 2.0 Sign-in and Sign-out 30 3.0 Minimum On-Site Obligation 30 4.0 Other Professional Duties 32 4.3 Faculty, Departmental, Grade Level, Staff Development and Committee Meetings 33 4.4 Meeting on the Two Pupil-Free Days 33 4.5 Required Orientation Inservice for Teachers 33 5.0 Duty-Free Lunch 34 6.0 Secondary Preparation Period 34 7.0 Elementary Preparation Period 34 7.5 Elementary Supervision Time 35 8.0 Additional Special Education Non-classroom Time 36 9.0 Variations and Experimental Situations 37 10.0 Work Year 37 11.0 Special Provisions 41 IX-A. ASSIGNMENTS 43 1.0 General 43 2.0 Uniform Staffing Procedures For All K-12 Schools 43 2.1 Staffing Procedures After Initial Selection Through The Fifth Week of School or Track 47 2.2 Staffing Procedures For Spring Semester or Subsequent Tracks in Secondary Schools 48 3.0 Department and Grade Level Chairpersons 48 4.0 Determination of Whether There Shall Be Coordinator or Dean Positions at School Sites 48 5.0 Required Elections of School-site Coordinators and Deans 49 5.1 Job Description and Eligibility for School Site Election of Coordinators and Deans 50 6.0 Coordinator Selection Procedure at School Sites 50 7.0 Dean Election Procedure at School Sites 51 8.0 Filling Vacancies After Norm Day 52 9.0 Five-Year Out-Of-Classroom Assignment Limitations at School Sites 53 10.0 Five-Year Out-Of-Classroom Assignment Limitations at Non-School Sites 53 2008-2011 LAUSD/UTLA CBA 01-03-2011 iii
  • 5. TABLE OF CONTENTS ARTICLE PAGE IX-A. ASSIGNMENTS (continued) 11.0 Secondary Counselor Reassignment [to Teaching Position] 55 12.0 Request for Assignment for Unit Members Reporting to Health and Human Services 55 IX-B. PROFESSIONAL DEVELOPMENT 56 1.0 Purpose and Goals 56 2.0 Banked Time for Professional Development 57 3.0 Professional Development Advisory Committee 58 4.0 Program Evaluation 60 5.0 Common Planning for Middle Schools 60 IX-C. INSTRUCTIONAL COACHES 61 1.0 General 61 2.0 Qualifications, Duties, Assignment Basis and Compensation 61 3.0 Selection Process 61 4.0 Terms of Service and Return Rights 62 5.0 Program Evaluation 62 6.0 Confidentiality 62 X. EVALUATION AND DISCIPLINE 63 1.0 Purpose 63 2.0 Evaluator 63 3.0 Frequency 63 4.0 Establishment of Objectives 64 5.0 Observations, Records, and Assistance 65 6.0 Final Evaluation Report 65 6.3 Grievances 65 7.0 Inadequate Service by Substitutes 66 8.0 Evaluation of Substitutes 66 8.2 Evaluation of Limited-Term Personnel 66 8.3 Examination References 66 8.4 Evaluation Request Upon Separation of Employment 67 9.0 Access & Response to Critical Material In Personnel Files 67 10.0 Pre-disciplinary Matters 67 11.0 Notices of Unsatisfactory Service or Act, and Suspension 68 12.0 Accountability for Individual Bargaining Unit Member Quality 70 13.0 Suspension or Reassignment Due to Mental Incompetence 70 14.0 Arrest Procedures 70 15.0 Procedures Relating to Alleged Child Abuse 71 2008-2011 LAUSD/UTLA CBA 01-03-2011 iv
  • 6. TABLE OF CONTENTS ARTICLE PAGE X-A. PEER ASSISTANCE AND REVIEW (“PAR”) 72 1.0 General 72 2.0 Program Description 73 3.0 Program Support 73 4.0 Consulting Teacher Qualifications and Selection Criteria 74 5.0 Consulting Teacher Duties and Responsibilities 76 6.0 PAR Panel Qualifications and Selection 77 7.0 PAR Panel Duties and Responsibilities 77 XI. TRANSFERS 79 1.0 Transfer Defined 79 1.1 Types of Transfers 79 1.2 Limitations 79 1.3 Compliance with SB 1665 (Scott Bill) 79 2.0 Administrative Transfers 79 2.1 Mediation Process 79 3.0 Teacher Integration Transfer Program 80 5.0 Voluntary Teacher-Initiated Transfer Program 81 6.0 Displacement - Over-Teachered Schools 81 6.1 Displacement - Non School-based Support Service Personnel and Driver Safety Instructors 83 6.2 District Seniority Number 84 7.0 District-wide Transfer List 84 7.5 Contract Waivers 84 8.0 Medical or Hardship Exemptions - General 85 8.1 Hardship Appeals 85 8.4 Medical Appeals 86 9.0 Employee Initiated Transfers - Employees Time-reported From Central or Regional Locations 87 10.0 Employee Initiated Transfers - Early Education 89 11.0 Vacant Positions 89 12.0 Return Rights 90 13.0 Voluntary Continuous Service Transfers, K-12 Program 91 14.0 Temporary Assignments 93 15.0 Transfer Assignments Priority 93 16.0 School Closures, Reconfigurations, Boundary Changes And Other Actions which result in Movement of Groups of Students 95 17.0 Year-Round School Opt Out 97 2008-2011 LAUSD/UTLA CBA 01-03-2011 v
  • 7. TABLE OF CONTENTS ARTICLE PAGE XI-A. URBAN CLASSROOM TEACHER PROGRAM (UCTP) 98 1.0 Condition Precedent 98 2.0 Selection of Schools 98 3.0 Eligibility for UCTP 98 4.0 Selection, Assignment and Reassignment of UCTP Staff 98 5.0 Duties and Responsibilities 99 6.0 Differential Payments 100 7.0 Substitute Teachers 100 XI-B. MASTER PLAN PROGRAM 102 1.0 Minimum Requirements for Participation in Bilingual Master Plan Program 102 2.0 Culture and Methodology Incentive Stipends 102 3.0 Master Plan Salary Differentials 103 3.1 Qualifications for BCLAD/BCC-Level Salary Differential 104 3.2 Qualifications for Alternative Certification Employees 105 3.3 Qualifications for A-Level Salary Differential 105 3.4 Additional Qualifications for Both BCLAD/BCC-Level and A Level Salary Differentials 105 3.5 Non-Classroom, Itinerant or Non-School Employees 106 3.6 Date of Eligibility for Salary Differentials 107 3.7 Condition Precedent 108 3.9 Committee Review 108 3.10 Availability of Competency Exams 108 4.0 Special Dispute Resolution Process for Secondary Teachers 108 XI-C. TITLE I PROGRAM 109 1.0 Recognition 109 2.0 Schoolwide Program 109 2.1 School-based Program 109 3.0 School-based Management 109 4.0 Improvement of Student Attendance 109 XII. LEAVES AND ABSENCES 110 1.0 Leave and Absence Defined 110 2.0 General Eligibility Provisions 110 3.0 Rights Upon Return 111 4.0 Restrictions 111 5.0 Application 112 6.0 Notification Requirements 112 7.0 Cancellation of Leave 112 2008-2011 LAUSD/UTLA CBA 01-03-2011 vi
  • 8. TABLE OF CONTENTS ARTICLE PAGE XII. LEAVES AND ABSENCES (continued) 8.0 Expiration of Leave 112 8.1 Return from Leave - Medical Review Committee 113 9.0 Bereavement (Paid) 113 10.0 Pregnancy and Related Disability (Paid and Unpaid) 114 10.1 Paid Disability Absence 114 10.2 Optional Unpaid Portion 114 10.3 Physician Certifications 114 11.0 Child Care (Unpaid) 114 12.0 Illness (Paid) 115 12.11 Catastrophic Illness Leave Program 116 13.0 Industrial Injury or Illness (Paid) 117 14.0 Personal Necessity Leaves or Absence (Paid) 118 15.0 Sabbatical Leave (Paid) 120 16.0 Exchange Leave 122 17.0 Personal Leave (Unpaid) 123 18.0 Government Ordered Leaves (Commissions, Military, Witness, and Jury Service) 123 19.0 Conference and Convention Attendance 125 20.0 Substitute Leave 125 21.0 Half-Time Leave 125 21.1 Half-Time Assignment 126 22.0 Reduced Workload Leave 126 23.0 Disability Leave or Absence 128 24.0 Family Care and Medical Leave/Absence 128 24.1 Definitions 129 24.2 Length of Leave 129 24.3 Approval 130 24.4 Notification and Scheduling 130 24.5 Medical Certification - Family 131 24.6 Medical Certification - Employee 131 24.7 Restrictions 131 24.8 Compensation and Benefits 131 24.9 Seniority 132 24.10 Return Rights 132 XII-A. ATTENDANCE INCENTIVE PLAN 133 1.0 General 133 2.0 Eligibility 133 3.0 Computation of Annual Incentive Payment 133 4.0 Annual Cash Payment to Employee 134 5.0 Annual Payment to Attendance Incentive Reserve Fund 134 2008-2011 LAUSD/UTLA CBA 01-03-2011 vii
  • 9. TABLE OF CONTENTS ARTICLE PAGE XII-A. ATTENDANCE INCENTIVE PLAN (continued) 6.0 Eventual Distribution of Reserve Fund Payments and Earnings 135 7.0 Deductions from Employee’s Reserve Fund Account 135 7.1 Attendance Incentive Plan Penalty Clause 135 8.0 Fund Administration 135 9.0 Contingency 136 10.0 Reciprocal Coverage 136 XII-B. CHARTER SCHOOLS 139 1.0 Introduction 139 2.0 Charter Application Procedures 139 3.0 Full Disclosure by Charter Schools 140 4.0 Opt Out Rights 142 5.0 Charter School Leave (Unpaid), in General 142 6.0 Compensation and Other Employment Rights While on Charter School Leave 143 7.0 Continued Health Benefits Plan Participation 144 8.0 Union Relations, Fees and Contractual Obligations 145 9.0 Performance Problems During Charter School Employment 146 10.0 Re-affiliation of a Conversion Charter School With the District 146 XIII. GRANTING OF PROBATIONARY CONTRACTS, REDUCTION IN FORCE AND REASSIGNMENT, AND RESIGNATION/ REINSTATEMENT 147 1.0 Granting of Probationary Contracts 147 2.0 Subjects to Which Probationary Teachers May Be Assigned 147 3.0 Reductions in Force - Order of Termination 148 4.0 Notices of Termination 149 5.0 Seniority Date 149 6.0 Reduction in Force Defined 149 7.0 Re-employment List 150 8.0 Order of Re-employment 150 9.0 Special Services Salary Table - Termination or Reassignment 150 10.0 Reduction-in force for Counselor, Elementary School 151 11.0 Reduction-in-Force for Secondary Counselors 151 XIV. SALARIES 153 1.0 Salaries 153 1.1 Full-Time Basic Assignments 153 2008-2011 LAUSD/UTLA CBA 01-03-2011 viii
  • 10. TABLE OF CONTENTS ARTICLE PAGE XIV. SALARIES (continued) 1.2 Retirement Bonus 154 2.0 Allocation of Employees Carried Over from the Preceding School Year 155 3.0 Minimum Requirements for the Preparation Salary (T and L) Tables 155 4.0 Allocation to Early Education Center and Development Center Salary Tables 155 5.0 Allocation to Preparation Salary (T) Table - Rating-in Of Employees Serving Under Regular Credentials 155 7.0 Allocation to and within the Preparation, Early Education Center, and Development Center Salary Tables 156 8.0 Allocation to Preparation (L) Salary Table - - Rating in of Employees Serving Under Alternative Certification 158 9.0 Salary Rates for Employees on Leave to Substitute 159 10.0 Transfer to the Preparation, Early Education Center, or Development Center Salary Table 159 11.0 Allocation to an Hourly Rate Salary Schedule 160 12.0 Step Placement for Junior Reserve Officer Training Corps Employees 160 13.0 Rating-in for Approved Training and Experience 161 14.0 Approved Experience 162 15.0 Return to Service - Salary Restoration 165 16.0 Step Advancement 165 17.0 Schedule Placement or Advancement on the Preparation Salary (T and L) Tables (Schedule 20 through 27) 166 18.0 Schedule Advancement – Early Education Center and Development Center Salary Tables 167 20.0 Schedule Advancement and Degree Differential 167 21.0 Eligibility for Degree Differential 168 22.0 Courses on Multicultural Understanding Required 169 23.0 Eligibility for Career Increments 169 23.1 Preparation Salary Tables 170 23.2 Special Services Salary Table 170 23.3 Early Education Center Salary Table 171 23.4 Development Center Salary Table 171 24.0 Salary Differentials 171 25.0 Auxiliary Teachers 174 26.0 Demonstration Teachers 174 27.0 Registration Advisers 174 28.0 Replacement Teachers 174 29.0 Training Teacher 175 30.0 Payroll Errors - Limitations Upon Recovery 176 30.1 Salary Overpayments 176 31.0 Payroll Errors - Prompt Corrections 177 32.0 Payday 177 2008-2011 LAUSD/UTLA CBA 01-03-2011 ix
  • 11. TABLE OF CONTENTS ARTICLE PAGE XIV. SALARIES (continued) 32.1 Annualized Pay 177 33.0 Mileage 177 33.1 Student Interaction Program Camp Counselors 177 34.0 Employer “Pick-up” of Employee Contributions to State Teachers’ Retirement System (STRS) 178 35.0 Home School Teachers (Contract Employees) 178 35.1 Home School Assignments 179 35.2 Home School Teacher Hours and Benefits 179 35.3 Part-Time Home School Teachers (Non-contract employees) 180 36.0 Night Continuation High School (Regular Program)Teachers 180 37.0 National Board Certification (NBC) 180 38.0 Competitive Compensation and Budget Recommendations Panel 181 XV. SALARY POINT CREDIT 183 1.0 Requirements for Salary Point Credit on the Preparation Salary Table 183 1.1 Salary Point Credit on the Preparation Salary Table - - General Policy 183 1.2 Salary Point Credit Guidelines 183 1.3 Examples of Approved Coursework 184 1.4 Relevance of Training - Appeal Panel 185 2.0 Basis for Salary Point Allowance 185 3.0 Unit of Measurement for a Salary Point 185 3.1 Distance Learning 186 4.0 Point Credit for Study Completed Prior to Effective Date of Assignment 186 5.0 No Credit During Paid Time 186 6.0 No Credit for Study Used to Meet Minimum Requirements 187 7.0 Point Credit for Study in Accredited Institutions of Higher Learning 187 8.0 Credit for Study in Schools Other than Accredited Institutions of Higher Learning 187 8.2 Joint District/UTLA Salary Point Credit Committee 187 8.3 Joint District/UTLA Salary Point Credit4 Committee Responsibilities 188 9.0 Provisions for Staff Development Point Projects 188 10.0 Planning and Scheduling Professional Development Point Project Classes Responsibility 189 11.0 Responsibility for Conducting Professional Development Point Project Classes 189 2008-2011 LAUSD/UTLA CBA 01-03-2011 x
  • 12. TABLE OF CONTENTS ARTICLE PAGE XIV. SALARY POINT CREDIT (continued) 12.0 Selection and Payment of Instructors for Professional Development Point Project Classes 189 13.0 Responsibility of Instructors for Professional Development Point Project Classes 189 14.0 Size of Point Project Classes 190 15.0 Fees for Point Projects 190 16.0 (Effective April 26, 2005) Course Requirements for Professional Development Point Project Classes 190 17.0 (Effective April 26, 2005) Salary Point Credit for Participation in Professional Development Point Project Classes 190 18.0 Salary Point Credit for Educational Travel Projects 191 19.0 Point Credit for Educational Work Experience Projects 192 XVI. HEALTH AND WELFARE 194 1.0 District Contribution Obligations 194 2.0 Plan Revisions Through the District-wide Health and Welfare Committee 195 2.1 HBC recommendations/Coordinated Negotiations/Dispute Resolution Process 196 3.0 Eligibility for Plans 199 4.0 Retirement Benefit Coverage 200 5.0 Enrollment 201 6.0 Continuation of Enrollment 205 7.0 Termination of Enrollment 205 8.0 Conversion of Enrollment 206 9.0 COBRA 206 10.0 Miscellaneous Provisions 207 10.5 Extended Medical Leave 208 10.6 STRS Counseling 208 10.7 Section 12.5 Plan 208 XVII. HOLIDAYS AND VACATION 209 1.0 Holidays 209 2.0 Holiday Pay - Substitute Employee Reassigned as a Probationary of Permanent Employee 209 3.0 Payment for Holidays 209 3.1 Adult Ed. Holiday Pay 209 6.0 Vacation Allowance for A Basis Employees 210 6.3 Time for Taking Vacation 213 6.4 Amount of Vacation - Rate of Allowance - Effect of Change in Status 213 6.5 Vacation Payment Upon Termination of Service 213 6.6 Vacation Upon Change in Basis of Assignment 213 2008-2011 LAUSD/UTLA CBA 01-03-2011 xi
  • 13. TABLE OF CONTENTS ARTICLE PAGE XVII. HOLIDAYS AND VACATION (continued) 6.7 Lump-sum Payment for Accumulated Vacation Upon Change from Vacation-Earning to Non-vacation Earning Assignment Basis 213 6.8 Vacation - Substitute Status 214 XVIII. CLASS SIZE 215 1.0 General Provisions 215 1.6 Class Size Arbitration Procedures 216 2.0 Regular Program Class Averages 217 3.0 Student Integration Program Class Averages 217 4.0 Distribution of Students Within Grade Levels, Departments and Classes 219 5.0 Early Education Centers 219 6.0 Special Education 219 XVIII-A. 2007-2008 THROUGH 2009-2010 FRAMEWORK FOR ADDRESSING CLASS SIZE REDUCTION ISSUES 220 1.0 General 220 2.0 Contractual Class Size Reduction Efforts 220 3.0 Contractual Class Size “Flexible Caps” 221 4.0 EIA – Class Size Reduction Concept 222 5.0 Joint Class Size Task Force 223 XIX. SUBSTITUTE EMPLOYEES 224 1.0 Salary and Benefit Provisions 224 2.0 Paid Nonworking Days 225 3.0 Incentive Plan 226 3.1 Eligibility 226 3.2 Priority for Selection 226 3.3 Incentive Substitute Assignment Procedures 226 4.0 Day-to-Day Substitutes Extended 227 5.0 Assignment Procedures for Non-Incentive Plan Substitutes 227 5.1 Accepting Assignments 228 5.3 Calling Priority Order 229 5.4 Assignments During Z Basis Periods 230 5.6 Standby Lists 230 6.0 Late Arrivals 231 7.0 Time Reporting 232 8.0 Release from Assignment 232 9.0 Duties 232 10.0 Information 233 2008-2011 LAUSD/UTLA CBA 01-03-2011 xii
  • 14. TABLE OF CONTENTS ARTICLE PAGE XIX. SUBSTITUTE EMPLOYEES (continued) 11.0 Evaluation and Inadequate Service Reports 233 12.0 Other Calling Lists 233 13.0 Remote Telephone Call Forwarding Service 233 14.0 Reorganization/Redesign of the Substitute Unit 233 XX. SUMMER/WINTER SESSION 234 1.0 General 234 2.0 Eligibility 234 3.0 Selection -- Secondary Schools, First Round 235 4.0 Selection -- Secondary Second and Third Round 236 5.0 Selection -- Elementary Schools, All Rounds 236 6.0 Displacements 236 7.0 Salary 237 8.0 Hours and Duties 237 9.0 Selection - Special Education Schools and Special Day Classes 237 10.0 Voluntary Intersession - Multitrack Secondary Schools 238 11.0 Special Grievance Provision 238 12.0 Summer Session Adult Education 238 13.0 Elementary School – Intervention/Extended Learning Program 240 13.1 Mandatory Student Summer Session/Multitrack Intersession Elementary 241 13.2 Mandatory Student Summer School/Multitrack School Intersession/Intervention Selection - Elementary 241 14.0 Secondary School Intervention/ Extended Learning Programs 242 XXI. ADULT AND CAREER EDUCATION 243 1.0 General 243 2.0 Employment Contracts 243 3.0 Non-Contract Personnel -- Release During Term of Assignment 244 4.0 Staffing Procedures for Part-Time and Other Untenured Full-time Positions 244 5.0 Staffing Procedures for Tenured Positions 247 6.0 Class Size Maximums 248 7.0 Class Size Minimums 248 10.0 Miscellaneous 249 11.0 Allocation to an Hourly Rate Salary Schedule 250 2008-2011 LAUSD/UTLA CBA 01-03-2011 xiii
  • 15. TABLE OF CONTENTS ARTICLE PAGE XXII. MULTITRACK SCHOOLS 251 1.0 General 251 2.0 Work Year 251 3.0 Staffing and Transfers 252 4.0 Displacement - Return Rights 252 5.0 Notice Requirements Relating to Schedule Changes 252 5.1 Assignment of Non-classroom Employees 252 5.2 Employee Accommodation 252 6.0 Regular Teachers Serving as Substitutes 252 7.0 Exchange of Teaching Track Assignments 253 8.0 Exchange Days 253 9.0 Communication 254 10.0 Coordinating Differentials 254 11.0 “Roving” Teacher Defined 254 12.0 Relief from Non-Instructional Duties 254 13.0 Moving and Storage 255 14.0 Classroom Sharing 255 15.0 Pilot Program for Specialized Off-Track Services 255 16.0 Multitrack School Committee 255 17.0 Library Media Teacher Assignments 256 XXIII. EARLY EDUCATION CENTERS 257 1.0 General 257 2.0 Informal Leaves 257 3.0 Mileage 257 4.0 Transfers Involving 8-Hour Assignments 257 5.0 Additional Hours of Work 257 6.0 Seniority List 258 7.0 Vacation Scheduling 258 8.0 Late Hours 258 9.0 Excused Time 258 10.0 Additional Compensation 258 11.0 Chapter Chair Meetings 259 12.0 Substitutes 259 XXIV. STUDENT DISCIPLINE, LEGAL SUPPORT AND PROPERTY LOSS 260 1.0 Codes of Student Conduct 260 2.0 Student Suspensions 260 3.0 Legal Assistance and Support 262 4.0 Notification to Teachers Regarding Past Misconduct By Student 262 5.0 Loss, Destruction, Damage, Theft and Vandalism 263 2008-2011 LAUSD/UTLA CBA 01-03-2011 xiv
  • 16. TABLE OF CONTENTS ARTICLE PAGE XVI. STUDENT DISCIPLINE, LEGAL SUPPORT AND PROPERTY LOSS (continued) 5.1 Liability for Employees Whose Duties Require Transportation of Students in the Employee’s Own Vehicle 264 5.6 Student Expulsion 265 XXV. ACADEMIC FREEDOM AND RESPONSIBILITY 266 1.0 Lesson Content 266 1.1 Guest Speakers 266 1.2 Appeal Procedure 266 2.0 Ownership of Materials and Publications 267 3.0 Determination of Grades 268 XXVI. MENTOR TEACHER PROGRAM 269 1.0 General 269 2.0 Budget 269 3.0 Mentor Selection Committees 269 4.0 Mentor Applicants 270 5.0 Term of Mentor Service 270 6.0 Assignments of Mentors 271 7.0 Duties and Responsibilities 272 8.0 Pay 273 9.0 Miscellaneous 273 XXVII. SHARED DECISION MAKING & SCHOOL-BASED MANAGEMENT 275 1.0 General 275 2.0 Shared Decision Making -- Local School Leadership Councils 275 2.1 Composition 275 2.2 Itinerant Personnel Advisory Committee 278 2.3 Alternates 278 2.4 Functions and Responsibilities 278 2.5 Decisions 280 2.6 Agenda 280 2.7 Meetings 280 2.8 Election Procedures for Employee Representatives 281 2.9 Election Procedures for Parent/Community Representatives 282 3.0 School-Based Management 284 2008-2011 LAUSD/UTLA CBA 01-03-2011 xv
  • 17. TABLE OF CONTENTS ARTICLE PAGE XXVIII. SAFETY 287 1.0 General 287 2.0 Environmental Health, Safety and Violence Prevention Joint Committee 289 3.0 Renovation, Modernization and New Schools 289 4.0 Special Grievance Procedures 290 5.0 Emergency Closure 290 6.0 Employee/District Responsibility 290 XXIX. DRIVER TRAINING 291 XXX. SPECIAL COMMITTEES 292 XXXI. MISCELLANEOUS 293 1.0 Counseling Services 293 2.0 Facilities for Support Services Employees 293 4.0 Special Education Facilities 293 5.0 Special Education Moving Assistance 293 6.0 IEP Meetings 293 6.1 Special Education Trainee/Assistant Interview Process 294 7.0 Special Education Resources Notebook 294 8.0 Continued Assignment of Aides and Teacher Assistants To a Teacher 294 9.0 Access to School Facilities 294 10.0 House Leaders 294 XXXII. TERM OF AGREEMENT 295 1.0 Term 295 2.0 Negotiations During Life of Agreement 295 3.0 Negotiations for Successor Agreement 297 4.0 Pre-July 1 Changes 297 APP A OPTIMUM CLASS/CASELOAD NORMS AND PROCEDURES TO OPEN, CLOSE OR RELOCATE SPECIAL EDUCATION SPECIAL DAY OR RESOURCE SPECIALIST CLASSES 298 SUPPLEMENTAL TO APPENDIX A - Special Education Interns 301 APP B TEACHER INTEGRATION TRANSFER PROGRAM 302 APP C REQUEST FOR ASSIGNMENT FOR UTLA UNIT MEMBERS REPORTING TO HEALTH AND HUMAN SERVICES 303 2008-2011 LAUSD/UTLA CBA 01-03-2011 xvi
  • 18. TABLE OF CONTENTS ARTICLE PAGE APP D SCHOOL CALENDARS D-1 2010-2011 304 APP E SALARY TABLES AND RATES 310 1.0 Development Center (V) Salary Table 310 2.0 Early Education Center (C) Salary Table 310 3.0 Preparation (T and L) Salary Table 311 4.0 Special Services (D) Salary Table 315 5.0 Hourly Rate (THR) Schedule 317 6.0 Flat Hourly Rates 317 7.0 Regular (Hourly) Schedule Rates 317 8.0 Differential Salary Rates 318 9.0 Stipends 321 10.0 Day-to-Day Substitutes 322 10.1 Employees Serving in Place of Preparation Salary Table Employees 322 10.2 Employees Serving in Place of Development Centers/ Early Education Center Salary Table Employees 322 INDEX 333 2008-2011 LAUSD/UTLA CBA 01-03-2011 xvii
  • 19. AGREEMENT THIS AGREEMENT is made and entered into by and between the Board of Education of the Los Angeles Unified School District, which together with its administrative staff and representatives will be referred to in this Agreement as the "District," and United Teachers Los Angeles, which together with its officers and representatives will be referred to in this Agreement as "UTLA." UTLA is affiliated with the California Teachers Association, California Federation of Teachers, National Education Association and the American Federation of Teachers/AFL-CIO. This Agreement is entered into under authority of Government Code Section 3540.1(h). ARTICLE I RECOGNITION 1.0 The Unit: Pursuant to applicable California statutes and regulations, UTLA has been certified as the exclusive representative for the following employees of the District: Included: Certificated employees, except those excluded in Section 1.1, who are in the broad classification of Teacher; Instructor; Library Media Teacher; Counselor; Adviser; Audiologist; Audiometrist; Hygienist; Non- classroom Assignment, Preparation Table; Non-school Assignment, Preparation Table; Nurse; Optometrist; Psychologist; Social Worker; Teacher-Adviser; Teacher-Counselor; Therapist; or Driver Safety Instructor. 1.1 Excluded: All day-to-day substitutes who were paid for fewer than 100 days during the preceding school year; all part-time adult education teachers, including ROC/ROP and specially-funded adult education teachers, who are assigned for fewer than ten hours per week; all other certificated classifications not referred to in Section 1.0, including those in the classification or status of Chest Specialist, Counseling Assistant, Psychiatrist, School Dentist, School Physician and Teacher Assistant; all classified personnel; all unclassified personnel; all supervisory personnel; and all management and confidential employees as designated by the Board of Education. 2.0 Changes to the Unit: The parties agree that this represents the appropriate unit. It may be revised only by mutual agreement or by a Public Employment Relations Board unit clarification decision, but it is agreed that the parties may file for a unit clarification proceeding involving this unit only when the District creates new classifications or substantially changes the responsibilities of an existing classification. Alleged violations of this Article are not subject to the grievance and arbitration procedures of Article V. 3.0 "Employee" Defined: Unless the context clearly indicates otherwise, the terms "employee" or "employees" will normally be used in this Agreement to indicate persons who are included within the above unit, and the 2008-2011 LAUSD/UTLA CBA 01-03-2011 1
  • 20. Article I - Recognition term "personnel" will normally be used in a broader sense to include employees as defined above plus all other persons utilized by the District to provide services. 2008-2011 LAUSD/UTLA CBA 01-03-2011 2
  • 21. ARTICLE II EFFECT OF AGREEMENT 1.0 Effect Upon Negotiations: By this Agreement, the parties resolve all outstanding bargaining issues between them, and jointly recognize full and complete performance and satisfaction of their bargaining duties except as expressly provided below. This Agreement completes negotiations between the District and UTLA for the term hereof and embodies their entire agreement and understanding. However, there shall be negotiations during the term of this Agreement as follows: a. Limited reopener negotiations and negotiations for a successor agreement pursuant to Article XXXII, Sections 3.0 and 4.0; b. Negotiations regarding the means of compliance with decisions or laws which have invalidated a portion of this Agreement as provided in Section 4.0 of this Article; and c. Any other subjects which UTLA and the District may mutually agree to negotiate. 1.1 Revisions to the Agreement: As a result of negotiations pursuant to Section 1.0 above, the District and UTLA may change or supplement any provisions of this Agreement by mutual written agreement; accordingly, no employee shall be deemed to have a vested right to retain any provision of this Agreement. 2.0 Effect Upon Individual Contracts: Any individual contract between the District and an employee dealing with services covered by this Agreement shall be subject to and consistent with the terms and conditions of this Agreement. If an individual contract contains any terms inconsistent with this Agreement, then this Agreement shall be deemed controlling. However, as provided in Article XXXII, Section 5.0, this Agreement does not establish individual annual contracts. 3.0 Effect Upon District Policies and Rules: The District may determine and revise any of its policies, rules, regulations, or procedures. However, in the event of a conflict between the terms of this Agreement and any District policies, rules, regulations or procedures, the terms of this Agreement shall prevail. 4.0 Separability and Savings: If any provision of this Agreement should be held invalid by operation of law or by any tribunal of competent jurisdiction, the remainder of this Agreement or the application of such provision as to persons or circumstances other than those as to which it has been held invalid or as to which compliance with or enforcement of has been restrained, shall not be affected thereby. In such event, the District and UTLA shall, upon request of either. party, commence negotiations regarding the means of compliance with such law or decision. 2008-2011 LAUSD/UTLA CBA 01-03-2011 3
  • 22. ARTICLE III DISTRICT RIGHTS 1.0 General: The intention of this Article is to provide that the District retains all rights and powers which have not been limited by the other Articles of this Agreement. The provisions of this Article are not intended to expand the rights of the District beyond statutory and constitutional limits, or in any manner to waive or diminish the rights of UTLA or the employees as provided in the other Articles of this Agreement. In the event that there is a conflict between the retained rights of the District under this Article and the rights of UTLA or employees as set forth elsewhere in this Agreement, the provisions of the other Articles of this Agreement shall prevail. 2.0 Consultation Rights: Certain of the rights of the District set forth in this Article are subject to the consultation rights of UTLA under Section 3543.2 of the Government Code. This Article is not intended to limit such consultation rights. 3.0 Retained Rights: It is agreed that all matters which are beyond the scope of negotiations under Government Code Section 3543.2, and also all rights which are not limited by the terms of this Agreement, are retained by the District. Such retained rights include, but are not limited to, the right to determine, establish, change or discontinue, in whole or in part, temporarily or permanently, any of the following matters, subject only to the limitations set forth in the other Articles of this Agreement: a. The legal, operational, geographical, and organizational structure of the District, including the division of authority, organizational divisions and sub-divisions, and external and internal boundaries of the District; b. The sources and amounts of financial support, including compliance with any requirements imposed by law or by funding sources; c. All budgetary matters and procedures, and all budgetary allocations, reserves, and expenditures apart from those expenditures and budget items that are expressly required by the terms of this Agreement; d. The number and location of any District-owned or controlled properties, buildings, facilities, equipment, and other improvements; the utilization of same, and the functions and services to be performed at each of same; e. The classes to be taught and the other duties and services to be rendered by District personnel to students and to the public, and the support services to be provided to employees and other District personnel; and the methods, personnel, and materials to be utilized in such services; 2008-2011 LAUSD/UTLA CBA 01-03-2011 4
  • 23. Article III – District Rights f. Subject to the consultation rights of UTLA under Government Code Section 3543.2, determine the educational policies, objectives, standards, and programs, including but not limited to those relating to curriculum, textbook selection, educational equipment and supplies, admissions, attendance, student assignments, grade level advancement, student guidance, student testing, student integration, student conduct and discipline (subject to Article XXIV), food services, student transportation, and the type of extracurricular and co-curricular activities; g. Subject to limitations in other Articles of this Agreement, to select, hire, grant contracts of employment, classify, assign, promote, demote, discipline, suspend, place on involuntary leave, terminate, and retire any personnel of the District; h. Subject to State credentialing requirements, assign personnel to any location (subject to Article XI - Transfers) and also to any facilities, classrooms, duties, academic subject matters, grade levels, and departments; i. Subject to Article XVIII - Class Size, determine the number of employees, and whether and where there is a vacant position; j. Subject to Article IX - Hours, determine the dates, times and hours of operation of any District facility, function, or activity; and k. Subject to Article XXVIII - Safety, determine safety and security measures and rules for students, employees, the public, properties, facilities, and equipment. 4.0 Effect on Grievance Procedure: The contractual rights of UTLA and the employees are set forth in the other Articles of this Agreement, and this Article is not a source of such rights. Accordingly, no grievances may be filed under this Article, except under Section 2.0 hereof. 2008-2011 LAUSD/UTLA CBA 01-03-2011 5
  • 24. ARTICLE IV UTLA RIGHTS 1.0 Access: Any authorized UTLA representative shall have the right of reasonable access to District facilities, including teacher mailboxes, for the purpose of contacting employees and transacting UTLA matters. Upon arriving at a work site, the representative shall first report to the office of the site administrator and state the intended purpose and length of visit. The representative may contact employees during duty free lunch periods, before and after employees' hours of service or when the employee is not engaged in duties. The representatives shall not interrupt any employee's duties or assignments. 2.0 Bulletin Boards: UTLA shall have the right to post notices UTLA official matters on a bulletin board or a section of a bulletin board established for UTLA's exclusive use at each work site where employees are assigned. 3.0 Distribution of Material: Pursuant to United States Postal laws, the school mail is not available for distribution of UTLA material. Material or literature distributed or posted by UTLA to employees shall be dated and shall not be defamatory, obscene, or violative of law. 4.0 Released Time for Negotiations: Up to seven negotiating team employee representatives designated by UTLA shall be released from duty with no loss of pay or benefits for the purpose of attending negotiation meetings with the District pursuant to Article II, Section 1.0. UTLA and the District may agree that additional employees shall receive such released time. 5.0 Organizational Leave: A maximum of seven elected officers of UTLA shall, upon request of both UTLA and the employee, be placed on leave of absence for a period of one semester or more. 6.0 Released Time at UTLA Expense: UTLA may request the release of designated employees from their regular duties with no loss of pay for the purpose of attending to UTLA matters, with the expense of the substitute or replacement to be borne by UTLA. Such released time shall be limited to 25 days per year for any individual employee. If the site administrator objects to the release of any particular employee based upon instructional needs, the matter shall be referred to the Office of Staff Relations and UTLA for resolution. When staff are assigned in place of teachers absent on UTLA business, UTLA will reimburse the District at the base rate for substitutes (see Article XIX) or at the average teachers' rate for replacement teachers; such time will be taken in increments of not less than one-half day. 7.0 Exclusivity: UTLA and its authorized representatives shall be the exclusive representative of the employees in contract enforcement matters. 2008-2011 LAUSD/UTLA CBA 01-03-2011 6
  • 25. Article IV – UTLA Rights 8.0 UTLA Chapter Chairpersons: At each work location to which employees are assigned, UTLA shall have the right to designate, pursuant to its own procedures, one employee to serve as the UTLA Chapter Chair (see also Section 8.3). In year-round schools UTLA may also designate one employee to serve as Chapter Chair during the periods of time when the Chapter Chair is off- track. To facilitate communication, they shall meet together with the site administrator whenever reasonably possible. At the school sites the UTLA Chapter Chair is the exclusive local representative of the faculty in matters relating to enforcement and administration of the Agreement between UTLA and the District. The Chapter Chair shall also be the official on-site representative of UTLA in contract enforcement matters and as such shall have the following rights: a. Upon request of an employee, have the right to represent the employee in grievance meetings as expressly provided in Article V, Section 2.0, and in meetings relating to discipline as expressly provided in Article X, Section 11.0 e. b. When an employee reports an injury or assault and files the required written report, the site administrator shall notify the Chapter Chair of the reported injury unless the employee requests that the matter not be so disclosed. c. Be permitted reasonable use of the school telephone for local calls involving representation matters, so long as such use does not interfere with normal office business at the location; d. Have the exclusive right to coordinate UTLA meetings, which may be held in school buildings at times before or after the school day or during employees' duty free lunch period, subject to availability of facilities and provided that there is no interference with other scheduled duties or events. Administration shall not schedule required meetings of employees after school on Wednesday in order to avoid conflict with UTLA meetings, except in compelling circumstances or when a majority of the affected employees consent. e. Have the exclusive right to initial and date any official notices to be posted on the UTLA site bulletin board; f. Have the right, subject to reasonable advance administrative approval, to make appropriate brief announcements, via the school bulletin and/or public address system, of UTLA-related meetings, special events, in-service/staff development, and the like. Such use of the public address system shall be limited to the time before or after student hours. The above rights do not encompass advocacy material of any nature, or statements covering inappropriate topics (e.g., personnel matters, grievances, collective bargaining, or personalities). 2008-2011 LAUSD/UTLA CBA 01-03-2011 7
  • 26. Article IV – UTLA Rights g. Have the right to inspect non-exempt public records maintained at the work site which relate to administration of this Agreement, and shall have the right to receive, upon request and within a reasonable time not to exceed 5 working days, a copy of up to 50 pages of such documents at no cost each school year. If the documents do not relate to contract administration, the cost of copies shall be borne by the Chapter Chair. h. Have the right, upon prior request and at reasonable intervals on non-classroom teaching time, to meet with the site administrator to discuss contract enforcement matters, safety matters, or any other matters related to the operation of the school; i. Have the right to propose agenda items for faculty meetings. The Chapter Chair shall also have the right to make appropriate brief announcements within the first 45 minutes of such meetings or at least 15 minutes prior to the end of the meeting if such meeting is less than an hour in length. j. While there are not to be any negotiations at the site level (such activity being limited to the designated representatives of the Board of Education and UTLA), when faculty views are sought by the site administrator with respect to subject matters which fall within the scope of negotiations under the Educational Employment Relations Act, the UTLA Chapter Chair is to be treated as the sole representative of the faculty; k. Prior to finalizing changes in bell schedules, the site administrator shall consult with the Chapter Chair; and l. Have the rights set forth in Article XXVII - Shared Decision Making and School-Based Management. 8.1 Released Time for Chapter Chairs: a. Released time from non-instructional duties shall be provided to a Chapter Chair if the following conditions are met: a secret ballot election of the faculty shall be conducted by the principal and a teacher designated by the Chapter Chair, with the issue to be determined being whether a specific released time plan proposed by the Chapter Chair should be approved. The proposed plan is to provide for the Chapter Chair to be released from specified non-instructional duties and for the remainder of the staff to assume those duties. Non-instructional duties as referred to above are those non-classroom duties which are normally shared and distributed among the staff, and for this purpose may also include homeroom teacher duties. In addition, chapter chairpersons at elementary schools shall be released from instructional duties when 2008-2011 LAUSD/UTLA CBA 01-03-2011 8
  • 27. Article IV – UTLA Rights certificated itinerant music, art, P.E. teachers, etc., take the chapter chairperson’s class for instruction, as applicable and when in the normal rotation of services. b. A proposed plan may also permit release of the Chapter Chair from instructional duties subject to the following additional conditions: (1) Such release is limited at the secondary level to one instructional period daily, and at the elementary level to an established shared instructional period (Physical Education or Music); and (2) The proposal is separately approved by the specific teachers, whose workload will be directly affected by the operation of the plan, voting in a separate election. c. Regarding paragraphs a and b, a majority of those voting shall determine the outcome. The election results shall be binding for the school year unless a majority requests a new election, or unless a new Chapter Chair is designated. The Chapter Chair may be assigned duties during this released time, in emergency situations. d. Site-based eight hour Chapter Chairpersons may, with prior approval of the site administrator and when their duties reasonably permit, alter their work schedule by reporting to work not to exceed 30 minutes early, and leaving work not to exceed a corresponding 30 minutes early, for the purpose of attending UTLA Area and House meetings. 8.2 With regard to local site decisions which are reflected in documents forwarded to regional or central offices (e.g., Chapter 1 budgets, changes in daily school schedules, and changes in school calendar such as year-round school plans) the following procedures shall apply: a. Written disclosure to the faculty of the proposed plan or change, with at least five (5) days of review time provided, except in emergencies; b. The Chapter Chair shall have the right to consult with the administrator regarding the content of the document; c. If the document provides for a faculty signature, the Chapter Chair or designee of the Chapter Chair shall determine whether the document will be signed; 2008-2011 LAUSD/UTLA CBA 01-03-2011 9
  • 28. Article IV – UTLA Rights d. The Chapter Chair shall have the right to submit a written position, dissent, or comments to the administrator. The administrator shall attach this statement to all copies of the official document being forwarded to the appropriate office. Exempt from the above procedures are personal matters, confidential matters, and other matters, which do not generally involve changes in the basic working conditions of the entire faculty. 8.3 The District shall recognize one Chapter Chair District-wide for each major employment category which is non-school based (one each for School Psychologists, PSA Counselors, Nurses, Itinerant Special Education personnel, Non-Public School personnel and one for all other miscellaneous classifications combined). Substitutes shall have three Chapter Chairs, one for each of the three (3) calling areas. Activities of these new Chairs will be limited to non-site matters. Site-based issues will continue to fall under the purview of the school site Chapter Chair. Any released time for these non-school based Chapter Chairs will be in accordance with Article IV, Section 8.1d. 9.0 Committee Appointments: If the District decides that unit members are to be invited to serve on any District-wide committee, it shall notify UTLA and specify the background and experience required. UTLA shall then have the right to designate one-half of such employee representatives, and to replace those appointees. a. Except as otherwise provided in this agreement, if the District decides that unit members are to be invited to serve on any committees (described below) that are District-wide or Local District-wide in scope and subject matter, it shall notify UTLA and specify the background and experience required for the committee. b. UTLA shall then have the right to designate one-half of such unit members, and to replace those appointees, and the District shall have the right to designate (and replace) one-half of such unit members. Unit members who are appointed to a committee by the District, rather than UTLA, are not to be considered authorized representatives for UTLA. c. These committee appointment provisions apply only to: (i) unit member service on an advisory group (whether labeled committee, task force, focus group or other); and (ii) to committee service outside of the employee’s regular job duties. However, if the committee includes a combination of unit members invited to serve outside their regular assigned jobs, and unit members assigned to the committee as part of their regular assigned jobs, the latter shall be counted toward the District’s appointing authority under section b above. 2008-2011 LAUSD/UTLA CBA 01-03-2011 10
  • 29. Article IV – UTLA Rights d. These committee appointment provisions do not apply to operational working groups whose activities are part of each of the group members’ regular assigned jobs. 10.0 Meetings: Participants in any administrative Region-wide or District-wide meetings of employee representatives other than UTLA designates, called or sponsored by the District, shall not discuss interpretations of the Agreement, proposed changes to the Agreement, or alleged violations of the Agreement. 11.0 Recruiting Table: The District shall provide UTLA space for a recruiting table adjacent to the central Personnel Office at a location which is readily accessible to employment applicants and new hires, subject to Fire Marshal directives. 12.0 Consultation Rights: The District shall, upon request of the President of UTLA, or designee, meet and consult with UTLA regarding the subject matters specified in Government Code Section 3543.2. Also, with regard to the development by the District (Central or Local District) of new or revised student assessment systems, or changes in instruments or frequency of assessment, the District shall during the design and deliberation stages give UTLA written notice of its intentions and plans, and include UTLA as one of the principal participating stakeholders in such process. In addition, UTLA may itself initiate consultations with the District regarding such matters. 2008-2011 LAUSD/UTLA CBA 01-03-2011 11
  • 30. ARTICLE IV-A DUES DEDUCTIONS 1.0 Voluntary Authorizations: The District shall deduct UTLA dues from the salary of each employee who has submitted a written authorization. Such an authorization shall continue in effect unless revoked in writing by the employee. Such revocation shall be effective at the next pay period, provided notice is given twenty (20) calendar days prior to the next payday. The District shall deduct one-twelfth (1/12) of such annual dues from each regular salary warrant which contains sufficient funds to cover the deductions. 1.1 If the District's withholdings from an employee's salary in any payroll period are insufficient to meet the amount authorized by the employee for the UTLA dues or UTLA-sponsored insurance, the District shall make an appropriate adjustment on a subsequent pay warrant. UTLA agrees to hold the District harmless against any claims or liabilities arising out of any such adjustments. 2.0 Remitted to UTLA: A deposit approximating the amount of dues so deducted shall be remitted to UTLA on payday, and the reconciled amount will be supplied to UTLA within 30 days after the deductions are made, together with a list of affected employees. 3.0 Exclusive to UTLA: Payroll deductions for membership dues from employees shall be exclusive on behalf of UTLA, and no dues deductions are to be made on behalf of any other employee organization as defined in Government Code 3540.1(d). 4.0 Agency Fee/Dues Obligation: "Commencing within thirty (30) days of employees initial employment, throughout the term of this Agreement, each employee (as defined in Article I of this Agreement) is required as a condition of continued employment either: (a) to be a member in good standing of UTLA, or (b) to satisfy the agency fee financial obligations set forth in Section 4.1 below, unless qualified for religious exemption as set forth in Section 4.2 below. Newly hired bargaining members shall have deductions for dues or agency fee made on the first warrant received from the District. If this warrant covers several pay periods a deduction shall be made for each pay period. 4.1 Unless the employee has (a) voluntarily submitted to the District an effective dues deduction request, or (b) individually made direct financial arrangements satisfactory to UTLA as evidenced by notice of same by UTLA to the District, or (c) qualified for exemption based upon religious grounds as provided in Section 4.2 below, the District shall process a mandatory agency fee payroll deduction in the appropriate amount, and forward that amount to UTLA. The amount of agency fee to be charged shall be determined by UTLA, subject to applicable law; it shall therefore be an amount not to exceed the normal periodic membership dues, initiation fee and general assessments 2008-2011 LAUSD/UTLA CBA 01-03-2011 12
  • 31. Article IV-A – Dues Deductions applicable to UTLA members. As to non-members who object to UTLA spending their agency fees on matters unrelated to collective bargaining and contract administration, the amount of agency fee charged shall not reflect expenditures which the courts or PERB have determined to be non-chargeable, including political contributions to candidates and parties, members-only benefits, charitable contributions and ideological expenditures and, to the extent provided by law, shall not reflect expenditures for certain aspects of lobbying, ballot measures, publications, organizing and litigation. UTLA shall comply with applicable law regarding disclosure and allocation of its expenses, notice to employees of their right to object, provision for agency fee payers to challenge UTLA's determinations of amounts chargeable to the objecting non-members, and appropriate escrow provisions to hold contested amounts while the challenges are underway. The foregoing description of permissible agency fee charges and related procedures is included herein for informational purposes as a statement of applicable law, and is not intended to change applicable law or to provide any contractual terms or enforcement procedures under this Agreement. The District will promptly remit to UTLA all monies deducted, accompanied by a list of employees for whom such deductions have been made. 4.2 Religious Exemption from Agency Fee Obligations: a. Any employee who is a member of a religious body whose traditional tenets or teachings include objections to joining or financially supporting employee organizations shall not be required to meet the above agency fee obligations, but shall pay in lieu thereof (by means of mandatory payroll deduction) an amount equal to the agency fee, to a nonreligious, nonlabor charitable organization exempt from taxation under Section 501(c)(3) of the Internal Revenue Code, as designated by the employee. Board of Education approved examples of such organizations are: United Way, United Negro College Fund, and Brotherhood Crusade. b. To qualify for the religious exemption, the employee must provide the District, with a copy to UTLA, a written statement of objection, along with verifiable evidence of membership in a religious body as described in a. above. c. Any employee utilizing this religious exemption status, who requests UTLA to utilize the grievance/arbitration provisions on the employee's behalf, shall be subject to charges by UTLA for the reasonable cost of using such procedures. 4.3 Implementation dates: Any of the above-described payment obligations applicable to employees shall be processed by the District with the payroll immediately following the effective date of the payment requirement, provided that the information is on file with the Payroll Branch by the deadline for filing time reports. 2008-2011 LAUSD/UTLA CBA 01-03-2011 13
  • 32. Article IV-A – Dues Deductions 4.5 Indemnity/Hold-Harmless: UTLA agrees to indemnify and hold the District harmless against any and all liabilities, (including reasonable and necessary costs of litigation), arising from any and all claims, demands, suits, or other actions relating to the District's compliance or attempted compliance with either this Article or the requests of UTLA pursuant to this Article, or relating to the conduct of UTLA in administering this Article. UTLA shall have the right to determine and decide all matters relating to settlement and conduct of litigation with respect to this Article. In no case shall District funds be involved in any remedy relating in this Article. Any underpayments to UTLA resulting from the District's failure to make a required deduction shall be remedied by additional deductions from the affected employee(s). Any overpayments to UTLA resulting from excessive deductions shall be remedied either by refund from UTLA to the affected employee(s) or by a credit against future payments by the affected employee(s). 4.6 The District will furnish any information needed by UTLA to fulfill the provisions of this Article. 2008-2011 LAUSD/UTLA CBA 01-03-2011 14
  • 33. ARTICLE V GRIEVANCE PROCEDURE 1.0 Grievance and Parties Defined: A grievance is defined as a claim that the District has violated an express term of this Agreement and that by reason of such violation the grievant's rights under this Agreement have been adversely affected. Grievances as defined may be filed by the affected employee or by UTLA on its own behalf or on behalf of an individual employee or group of employees where the claims are similar. On filing a grievance on behalf of a group, UTLA need not specify the names of the employees, but must describe the group so that the District has notice of the nature and scope of the claim. 1.1 All matters and disputes, which do not fall within the above definition of a grievance, are excluded from this procedure, including but not limited to those matters for which other methods of adjustment are provided, such as reductions in force and dismissals. Also excluded from this grievance procedure are those matters so indicated elsewhere in this Agreement. Claimed violations of Article VII (Non-Discrimination), are to be handled under appropriate statutory and/or judicial procedures rather than under this grievance procedure; however, claims of discrimination based upon UTLA affiliation are subject to this grievance procedure. 1.2 If the same or essentially the same grievance is filed by more than one employee, then one grievant may process the grievance under this Article on behalf of the other involved grievants. The final determination shall apply to all such grievants. 1.3 The respondent in any grievance shall be the District itself rather than any individual administrator. 1.4 Unless the parties mutually agree to the contrary, the filing or pendency of a grievance shall not delay or interfere with any District action while the grievance is being processed. By the same token, if it is later determined that the grievance is meritorious, nothing in the foregoing sentence shall preclude remedial relief covering the period during which the grievance was being processed, including the applicable portion of the 15-day period preceding the filing of the grievance. See also Article XIV, Section 30.0. 1.5 Processing and discussing the merits of a grievance shall not be considered a waiver by the District of a defense that the matter is not arbitrable or should be denied for other reasons which do not go to the merits. 2.0 Representation Rights: At all grievance meetings under this Article, the grievant may be accompanied and/or represented by a UTLA representative. If not, the grievant may represent himself or herself, or be represented by any other person, so long as that person is not a representative of another employee organization. The administrator shall have the right to be 2008-2011 LAUSD/UTLA CBA 01-03-2011 15
  • 34. Article V – Grievance Procedure accompanied by another administrator or District representative. By mutual agreement other persons such as witnesses may also attend grievance meetings. 2.1 When a grievant is not represented by UTLA, the District shall promptly furnish to UTLA (in care of the Director of Grievance Processing) a copy of the grievance. If the grievance is withdrawn without a settlement, the District shall so notify UTLA. The District shall not agree to a final resolution of the grievance until UTLA has been notified of the proposed resolution, and been given an opportunity to state in writing its views on the matter. 3.0 Released Time For Employees and UTLA Representatives: Grievance meetings and hearings will be scheduled by the District at mutually convenient times and places during District business hours. Such meetings will be scheduled so as to minimize interference with regular employee duties. Step One meetings will not be scheduled on released time except when it is convenient to do so during the preparation period of the involved employee(s). If a grievance meeting at Step Two or Arbitration is scheduled during duty hours, reasonable employee released time, including necessary travel time, without loss of salary and with mileage reimbursement, will be provided to the grievant, to a UTLA representative if one is to be present, and to any witness who attends by mutual agreement. For arbitration hearings the grievant, arbitration panel representatives and witnesses as required shall be afforded released time and mileage. 4.0 Confidentiality: In order to encourage a professional and harmonious disposition of grievances, it is agreed that from the time a grievance is filed until a final determination has been reached, all proceedings shall be considered private and any preliminary disposition shall not be made public without the agreement of all parties. The District and UTLA may report on grievances by citing no more than the Section and Article alleged to have been violated and the stage at which the grievance is at the time of the report. At no time in any report or public record may either party or the grievant cite any names or schools. This prohibition is not intended to restrict normal interviewing of witnesses and other necessary preparation for hearing. 5.0 Effect of Time Limits: If a grievance is not processed by the grievant at any step in accordance with the time limits of this Article, it shall be deemed withdrawn. The District shall respond, in writing, in a timely manner as provided in this Article. If the District fails to respond to the grievance in a timely manner at any step, the grievant has the option to proceed directly to the final step of this procedure (See Section 11.0). All time limits and grievance steps may be shortened, extended or waived, but only by mutual written agreement. 6.0 "Day" Defined: A "day" for purposes of this Article is defined as any day of the calendar year except Saturdays, Sundays, and legal or school holidays. 2008-2011 LAUSD/UTLA CBA 01-03-2011 16
  • 35. Article V – Grievance Procedure 7.0 Informal Conference/Intervention Process: Before filing a formal grievance, either one of the following alternative processes is available: a. Informal Conference: Before filing a formal grievance, the employee is encouraged to make a reasonable attempt to resolve the dispute by means of an informal conference with the immediate administrator. However, the grievance must be filed within the time limits required under Step One, whether or not the employee has utilized these informal efforts. b. Intervention Process: In select situations where either the District or UTLA believes that an informal pre-grievance conference(s) would be productive, either party may make such a request. This request must be submitted in writing within 15 days (as defined in Section 6.0) after the Grievant or UTLA knew or reasonably should have known of the occurrence of the facts upon which the dispute is based. The conference will then proceed if there is mutual agreement to do so. Attendance at the conference(s) shall be limited to the grievant, UTLA representative, the immediate administrator of the grievant, and a District representative, except where other persons are allowed to participate by mutual consent of the parties. The conference(s) shall be terminated (1) by successful resolution of the dispute, or (2) by written notification of the 15-day time limit for filing a formal grievance under Step One. c. Dispute Resolution Panel: When certain disputes arise under Article IX-A relative to assignments to class, track and/or coordinator positions, the affected teacher may invoke the Dispute Resolution Procedures found in Article V-A. 8.0 Step One: A formal grievance must be filed within fifteen (15) days (as defined in Section 6.0) after the grievant or UTLA knew or reasonably should have known of the occurrence of the facts upon which the grievance is based. For example, the time limit for filing a grievance relating to a transfer begins to run when the employee receives written notice of the transfer order. It should be noted that there are shorter time limits required for filing grievances alleging violations of certain provisions of this Agreement, such as disciplinary suspensions under Article X and summer school assignments under Article XX. For claims of a payroll or other salary error, the 15 day time limit runs from discovery of the alleged error, but any recovery payment cannot relate back more than three years prior to the grievance filing. 8.1 The grievance must be presented in writing to the immediate administrator by completing the UTLA-District Grievance form. If a grievance does not relate to the immediate administrator and the remedy requested is not within the authority of the immediate administrator, the grievant may initiate the grievance with the administrator who has such responsibility and authority. 2008-2011 LAUSD/UTLA CBA 01-03-2011 17
  • 36. Article V – Grievance Procedure 8.2 A meeting between the grievant and the immediate administrator shall take place within five (5) days from presentation of the grievance. The administrator shall reply in writing within five (5) days following the meeting. The receipt of such reply will terminate Step One. 9.0 Step Two: If the grievance is not resolved at Step One, the grievant may, within five (5) days after the termination of Step One, present the grievance to the appropriate Superintendent, Division Head or designee. Within five (5) days from receipt of the grievance, a meeting shall take place to discuss the matter. The administrator shall reply in writing within five (5) days following the meeting. The receipt of such reply will terminate Step Two. (Note: There are separate expedited time limits for handling grievances under Article XXVIII, Safety, Section 3.0) 10.0 [Reserved] 11.0 Request for Arbitration: If the grievance is not settled in Step Two, UTLA, with the concurrence of the grievant, may submit the matter to arbitration by a written notice to the District's Office of Staff Relations within five (5) days after termination of Step Two. 12.0 Selection of Arbitrator: Within seven days of receipt of the request for arbitration, UTLA and the Office of Staff Relations shall meet to select an arbitrator to serve as Chairperson of the arbitration panel. The arbitrator shall be jointly selected by UTLA and the District, or shall be selected from the following list by alternatively striking names until one remains. UTLA and the District may by mutual written agreement revise the list. 1. Richard Anthony 7. Wayne Estes 13. Michael Prihar 2. Irene Ayala 8. Joseph Gentile 14. Terri Tucker 3. Bonnie Bogue 9. Isabel Gunning 15. Barry Winnograd 4. Thomas Christopher 10. George Henderson 16. Louis Zigman 5. Doug Collins 11. George Marshall 6. Walter Dougherty 12. Kenneth Perea If the arbitrator selected cannot be available for hearing within sixty days, the parties shall contact the next remaining arbitrator in reverse order of striking, until one is selected who is able to serve within sixty days. Once selected, the arbitrator shall serve as the Chairperson of a three-member arbitration panel, with the other two members to be appointed directly by the District and UTLA respectively. All decisions and rulings will be made by majority decision of the panel. 13.0 Optional Preliminary Hearing on Issues Which Do Not Involve Merits of Grievance: If the District claims that the grievance should be 2008-2011 LAUSD/UTLA CBA 01-03-2011 18