Monday, March 22, 2010

Capo district violates open-meeting laws for 5th time

Source: Orange County Register


Capistrano Unified School District Superintendent A. Woodrow Carter addresses the school board on March 9, 2009, the day he was fired. An Orange County judge has ruled that one of the discussions leading up to Carter's termination violated the state's Brown Act open-meeting laws.

SANTA ANA – An Orange County judge has ruled that Capistrano Unified's school board violated the state's open-meeting laws in August 2008 when it held a closed-door evaluation of its then-superintendent, the fifth time the governing body had been reprimanded in the past three years for Brown Act violations.

Superior Court Judge David McEachen in Santa Ana said last week that Capistrano Unified School District did not properly prepare the agenda for the closed-door meeting and thus failed to inform the public that it was holding a discussion about whether to put then-Superintendent A. Woodrow Carter on paid administrative leave. The agenda referred only to a "performance evaluation," not disciplinary action.

The school board's decision to suspend Carter five months later, in January 2009, was met with fierce opposition from parents, teachers and other employees.

McEachen also ruled that trustees should have provided notice they were bringing in a non-district employee for the evaluation session – school-law attorney Spencer Covert – who served as a one-time, pro-bono consultant during the meeting.

"Covert's attendance either should have been on the agenda, or constituted the improper inclusion of a member of the public in the session," McEachen said in a March 16 ruling. "... The agenda did not adequately set forth closed-session topics and is in violation of the Brown Act (open-meeting laws) as to the unnoticed attendance of attorney Covert and the proposed disciplinary action against Superintendent Carter."

The judge's ruling does not impose any sanctions on Capistrano Unified, which has been ordered not to violate the Brown Act again.

Repeated violations

Capistrano Unified's school board has been sternly reprimanded five times for repeated Brown Act violations, the first four by the Orange County District Attorney's Office.

The board was reconstituted entirely between the first four violations and the most recent one, with the new "reform" trustees pledging a new era of accountability and transparency.

"This entire ("reform") school board ran on a campaign dedicated to restoring honesty, integrity, and accountability to public education," Vicki Soderberg, president of the Capistrano Unified Education Association union, said in a statement. "But if their action in this case is their definition of these qualities, I want no part of it, and thankfully, neither do the courts."

The teachers union, which was deeply critical of the school board's decision to fire Carter, initiated the lawsuit alleging the Brown Act violation in November 2008.

Trustee Mike Winsten, who was elected three months after the August 2008 violation, said he felt the judge erred in his ruling. And regardless, Winsten stressed, the violation was not of the same magnitude as in the past, when the D.A.’s office issued four consecutive stinging reports, the last of which said some former trustees had exhibited "disturbing disdain, if not outright contempt" for constituents when meeting behind closed doors.

“This was one incident 19 months ago, and there’s no hint or evidence it ever happened again,” Winsten said. “The Brown Act is so vague and ambiguous. Everyone is doing their best to comply with it.”
 

D.A.'s advice ignored

The D.A.'s office has said that ignorance of the Brown Act is not a valid excuse for elected officials, and has strongly urged Capistrano's school board to hire a full-time, in-house attorney who can provide consistency and expert advice.

But the 52,000-student district – Orange County's second largest – has yet to hire a full-time attorney, and as the district works to close an anticipated $34 million budget deficit, trustees have emphasized how much money they are saving by contracting out various jobs in the district office to part-time employees.

The school board employs about a dozen law firms that represent the district on a variety of specialized issues, from land acquisition to election law.

In its original lawsuit against the school board, Capistrano's teachers union also argued that trustees created an illegal quorum during a September 2008 school board facilities subcommittee meeting, when two trustees who were not members of the committee "began asking questions and/or making statements" at the meeting, thereby ceasing to be "mere observers."

The judge ruled there was no Brown Act violation in that instance, noting the two trustees did not engage in "substantive discussion or inquiry" at the meeting.

"The evidence submitted supports a finding that (trustee Ellen) Addonizio did not participate in the subcommittee meeting," McEachen said. "She asked the speaker to raise his voice so that she could hear and inquired as to when a topic might be discussed."

Friday, March 19, 2010

Judge dismisses ex-Capo chief's $5.5 million lawsuit

Source: Orange County Register


Capistrano Unified School District Superintendent A. Woodrow Carter addresses the school board on March 9, 2009, the day he was fired.

SANTA ANA – An Orange County judge has dismissed a $5.5 million breach-of-contract lawsuit filed by fired schools chief A. Woodrow Carter against the Capistrano Unified School District, his second such ruling since Carter's termination more than a year ago.

Superior Court Judge Steven Perk in Santa Ana said Friday that Carter had "no facts" to support the argument that he was wrongfully terminated under state labor laws, and no right to have been notified of performance-related issues before he was fired.

"Paragraph 10 (of Carter's employment contract) does not state termination would occur only after notice of complaints or criticism of performance, and does not provide any pre-discipline rights," Perk said in a tentative ruling he made final Friday. "Plaintiff was an at-will employee."

Capistrano Unified's attorney, Phillip Kossy, said he was pleased with the judge's decision

"The court's ruling validates that the Board of Trustees was legally able to terminate Mr. Carter and did not need to have any specified good cause, even though it specified many good causes for it," Kossy said.

Carter hung up on a reporter seeking comment Friday and did not immediately return a subsequent phone call.

Reasons for dismissal

Carter, a retired Army colonel, was fired March 9, 2009, after a tumultuous, 18-month tenure at the helm of Orange County's second-largest school district.

Capistrano's school board released a scathing, 54-page termination report that painted Carter as an insubordinate, scheming administrator who tried to sway school board elections and double bill the district for travel expenses.

In the termination report, Carter also was accused of showing "disturbing disregard" for student confidentiality matters, violating school board policies and state laws, and deliberately working to undermine and embarrass the school board.

Carter refuted the allegations in a 23-page rebuttal.

First lawsuit

Carter sued the school district in May 2009, asking for 18 months' severance pay that he said he was legally entitled to receive under the terms of his contract.

After the judge tossed out the lawsuit in December, Carter re-filed his lawsuit, this time seeking $5.5 million for future lost pay and benefits, including vacation pay, sick leave, health insurance and retirement pay.

The judge's ruling Friday was his final ruling on the matter, meaning that if Carter is still not satisfied with the verdict, he would need to appeal his case.

Most of the damages Carter was seeking in his wrongful-termination lawsuit stemmed from the future earnings he purports to have lost, although he also demanded to be compensated for lost pay and benefits under his contract.

  • $4 million in future lost salary, fringe benefits and annuity payments
  • $887,250 in lost salary under his contract, which was terminated prematurely
  • $250,000 in lost fringe benefits
  • $125,000 in annuity payments
  • $107,000 in lost vacation and sick leave
  • $4,700 in moving costs to relocate to Orange County
  • $1,400 to seek comparable employment elsewhere

Carter also is seeking 10 percent interest on the $5.5 million, plus attorney fees.

Monday, March 15, 2010

Del Mar school district power play in progress

Source: Union Tribune
Chris Reed
Monday, March 15, 2010

I've been forwarded materials in recent weeks that suggest that Del Mar Union School District Superintendent Sharon McClain is pressuring her school board members to go along with a huge spike in her pension by reclassifying the $16k she gets annually for retirement contributions as pay.

The California State Teachers Retirement System frowns on this sort of late-career shenanigans and has apparently told the district its decision to provide the spike last June was not OK -- but McClain keeps pushing the board to pursue the matter.

My e-mails to board President Comischell Rodriguez have yielded bland or misleading responses. Is she going to go along with McClain's wish that the district push to get CalSTRS to change its mind? Or will she try to defy CalSTRS and deem McClain's pension to be much higher?

Will she OK using school district-paid attorneys to try to get CalSTRS to change its mind?

Keep in mind that McClain's pension is already going to be well north of six figures. And CalSTRS is woefully underfunded with about $40 billion less in its portfolio then what it is obligated to pay out. This looks like an ugly, inappropriate, costly power play to me.

So what will Rodriguez and the rest of the board do?

We'll see.

But remember what happened in San Ysidro. This is from the April 27, 2006, U-T:

Judge rejects higher pensions for 2 former school officials

SAN YSIDRO -- The $15,000 raises two San Ysidro school administrators got just weeks before their retirement in 2002 do not qualify them for higher publicly funded pensions, an administrative law judge has ruled.

The judge agreed with retirement system auditors who found that the San Ysidro school board gave the raises to boost the pensions of former assistant superintendents Christine Aranda and Alice De La Torre. That is an illegal practice known as spiking.

Aranda and De La Torre requested a hearing, which was in September, to challenge the audit by the California State Teachers' Retirement System. ...

In 2004, CalSTRS put a stop to the higher retirement payments and put Aranda and De La Torre on installment plans to repay the surplus pension money they had received. Neither they nor the San Ysidro School District face additional sanctions. ...

CalSTRS did not dispute the legality of the raises. It found only that those raises should not be used in calculating retirement benefits. ...

The case began in June 2002. It was then that the board increased the salaries of Aranda and De La Torre from $104,494 to $120,000 a year, retroactive to the previous July. ...

The current San Ysidro board spent $72,000 in legal fees on the case before dropping its opposition to the CalSTRS findings. Aranda and De La Torre then hired their own attorney to represent them in a hearing in September.

If McClain wants to pursue this with CalSTRS, she shoud do it on her own dime.

As for Del Mar school board members, it's time they grew spines.

More information:

Thursday, March 4, 2010

McClain asks board to make promised changes to contract

Source: Del Mar Times

The Del Mar Union School District Board of Trustees directed Superintendent Sharon McClain to submit new language for a proposed amendment to the retirement benefits included in her contract at its Feb. 24 meeting.

The contract negotiated in September 2008 provides for an annual fixed retirement contribution of $16,000. The superintendent can use that amount to offset her contribution to the California State Teachers' Retirement System or fund a tax-sheltered annuity, similar to a 401(k). But it allows an employee to set aside their own pre-tax dollars into an investment account that reduces his or her taxable gross income by the amount they contribute.

It was McClain's request that her contract language be changed from tax-sheltered annuity to compensation. This would allow her to receive the money as part of her salary.

The board voted unanimously on June 17 to approve the amendment, but McClain said seven months later that the change has yet to be implemented. She said her attorney has sent nine letters since December to the board's attorney asking why the change had not been made and why the board had not signed the amendment document.

"I ask you, I beg you, to be honorable and act on the changes," McClain said. "The board made a commitment to me, voted on it and then refused to act on it."

McClain said the board was "grandstanding" for the public, asking the same questions it has asked several times in closed session.

Trustee Katherine White said the only reason the change has not been implemented is because it did not meet California State Teachers' Retirement System guidelines.

White said McClain must come back to the board with language that it would accept. McClain said she would provide it with another proposed language change at the March 10 board meeting.

"The board will see what language is acceptable by STRS as a way to make the change happen," board President Comischell Rodriguez said.

Parent Melanie Carmosino criticized the board for discussing McClain's contract publicly.

"I feel for you, Sharon, that you have to go through this in a public hearing," Carmosino said.