State of California M E M O R A N D U M REFERENCE CODE: 98-050 DATE: October 6, 1998 TO: Employee Relations Officers Personnel Officers FROM: Department of Personnel Administration Labor Relations Division SUBJECT: Use of State Equipment (Internal Communications; E-mail) CONTACT: Rick McWilliam, Chief, Labor Relations (916) 324-0476, CALNET 454-0476 FAX: (916) 322-0765 OFFICE VISION: DPA(RGMCWILL) INTERNET: RickMcWilliam@DPA.CA.GOV This memorandum is to inform you about a recent decision of the Public Employment Relations Board (PERB) concerning the use of the State's electronic mail systems (e-mail) by employees for union business. In a significant decision favoring State management rights, PERB ruled that employee organizations enjoy no statutory right of access to the State's internal communications systems under the Dills Act. This means that any access to such systems a union receives must be through law or rule, negotiated or through some appellate ruling concerning a non-negotiated practice. State law permits agencies to limit the use of State equipment to State business. The current and expired contracts define limited access to State communications equipment. In addition to or in implementing the above, many agencies have policies regarding the use of State equipment and the use of e-mail. However, the recent PERB decision found that to the extent that agencies, by policy or practice, allow employees to use State e-mail for non- State business, employees may use e-mail for union-related communications. (CSEA v. State of California,1998) PERB Decision No. 1279-S, (22 PERC Para. 29034.) (Decision attached.) The PERB found that the State discriminated against CSEA and Unit 1 members by denying "incidental and minimal use" of e-mail for union-related communications while allowing such use by employees for other non-State business communications (e.g., bake sales, blood drives, private charitable activities, etc.). The facts upon which the PERB ruled are limited to employees in Unit 1 at the Departments of Banking (Financial Institutions), Transportation and Water Resources. However, the practical effect of the Board's decision is to be viewed as providing direction for all State agencies concerning access to the State e-mail system. Therefore, where an agency allows the employees use of e-mail for non-State business, employees may use the e- mail system to the same degree (which we believe to be non- existent or, at the most, minimal and incidental) for union-related purposes. The PERB pointed out that the State did not violate the Dills Act by restricting CSEA activists, who had been engaged in sending "regular and voluminous messages about Union business"; "frequent and heavy levels of communication"; "establishment of lengthy mailing lists"; and "non-business messages to the entire department." The PERB found such use to be beyond the "incidental and minimal" use allowed by the departments' policies. The decision also noted that the parties could agree to restrict access rights through the bargaining process. Current agreements for employees in Bargaining Units 16 and 19 prohibit use of State equipment by employees for union organizing or any other union purpose, except employees in those units may use telephones or e-mail for representation activities. You are encouraged to review your existing policies and practices in light of the above decision. As many of you know, the Department of Information and Technology (DOIT) has issued policy guidelines concerning the appropriate use of the Statewide Internet, including e-mail. These guidelines are posted on the Internet at http://www.doit.ca.gov/SIMM/internet.asp. We recommend that agencies periodically remind employees of department e-mail policies, including these points: E-mail communications systems, including computers, are state property; E-mail is not confidential and/or private; E-mail is subject to being monitored at any time and for any reason; Improper activity in connection with e-mail use, including the misuse of State time, will be subject to disciplinary action. Improper activity includes, but is not limited to: E-mail messages which contains language that is obscene, libelous, defamatory, harassing, or of a partisan political nature; E-mail messages which incur a cost to the state; E-mail messages that violate State laws, rules or department policy. If you have any questions about this PML Memorandum, the decision or its application, please contact: James Wheatley, Senior Labor Relations Officer, DPA, at (916) 324-0476, or e-mail, JAMESWHEATLEY@DPA.CA.GOV. OR Paul Starkey, Labor Relations Counsel, or Wendi Ross, Labor Relations Counsel, DPA, at (916)324-0512, or e- mail,PAULSTARKEY@DPA.CA.GOV. OR WENDIROSS@DPA.CA.GOV. James Wheatley Labor Relations Officer