Special Subject Labor Relations Academy

New Obligations Involving Effects Bargaining

Webinar Recording Available

The recording of this Webinar is available for purchase on CALPELRA's Labor Relations Academy registration form.

The Program

PERB's recent decisions on effects bargaining (County of Santa Clara, City of Sacramento, Rio Hondo CCD) have altered the rules and establish clear bargaining obligations for management.

'Effects bargaining' is one of the most complicated and least understood areas of labor relations. Effects bargaining is frequently triggered when an agency changes a non- negotiable policy or practice that impacts mandatory subjects of bargaining. Often, an obligation to engage in effects bargaining occurs when an employer reorganizes unit work, or when an agency consolidates, reduces, eliminates, automates, or contracts out services.

This single-part video Academy Webinar answers key questions about effects bargaining, including:

  • When an agency must provide notice to a union about a change in a non-negotiable policy or practice.

  • How to assess 'reasonably foreseeable effects.'

  • What is involved in the 'clarification process.'

  • Whether an agency can implement a non-negotiable decision while negotiating the effects.

  • Whether impasses on negotiating effects are subject to factfinding.

Training Approach

CALPELRA's first live video Webinar on the Affordable Care Act was extremely successful, and CALPELRA builds on that model with a series of video Webinars featuring timely labor relations topics and critical new issues that arise. To the extent the video Webinar format allows, we continue using the training approach that has made CALPELRA's core Labor Relations Academies the most highly praised and sought after public sector labor relations certification program in the United States.

  • Training geared toward most productive adult learning styles.

  • Advance reading and preparation.

  • Small group/interactive problem-solving.


This Academy was developed by individuals with years of experience in California labor relations and employment law. CALPELRA has selected established trainers with the highest ratings.

  • William F. Kay

    CALPELRA Academy Co-Director. Over 40 years of public sector labor relations and employment law experience representing public agencies under PERB's jurisdiction since PERB's inception.

  • M. Carol Stevens

    CALPELRA Executive Director. Over 35 years of experience representing public agencies under PERB's jurisdiction, in addition to representing MMBA agencies.

  • Experienced Labor Relations Practitioners

    These experienced labor relations practitioners will provide questions and express concerns about dealing with the new requirements of effects bargaining:

  • Anthony DiGrazia

    Associate Director of Labor Relations, University of California Office of the President

  • Nicole McKay

    Employee and Labor Relations Manager, County of San Mateo

  • Kenneth Phillips

    Labor Relations Manager, City of Fresno

Who Should Attend This Academy?

This Academy program is designed for human resources and labor relations professionals, agency attorneys, and agency mid-management staff. Participants in this Webinar must have basic knowledge of the duty to bargain under the appropriate public sector bargaining statute. This training is designed for anyone...

  • In the position to recommend changes to non-negotiable policies and practices that could trigger effects bargaining.

  • Who wants to know the conditions that will trigger an employer's notice to the union regarding a change in a non-negotiable policy that may have foreseeable bargaining impacts.

  • Who needs to know how and when to undertake the clarification obligation.

  • Who wants to know when an agency can actually make a change in a non-negotiable policy that also involves effects.

  • Who wants to know the extent to which effects matters are subject to factfinding.

  • Who wants a broader knowledge of labor relations.

Registration Fees

Register for this live, single-part video Webinar for one low rate of $225 per connection. Agencies are encouraged to register for one connection and have multiple employees participate in a group setting. We recommend projecting the Webinar so that all can see and using speakers so that all can hear.

Cancellations / Refund Policy

If you register for this special subject Academy and are unable to participate on the day of the live, single-part video Webinar, CALPELRA will not refund your registration fees. You may, however, apply the registration fees to another CALPELRA event or activity within one year of cancelled activity; all requests for transfer of registration fees must be made in writing. If you cancel your registration after the cutoff date, you will forfeit your registration fees, and you may not apply them to a later Academy. Please see the Academy schedule for cancellation cutoff dates.

Training Certification And Credits

  • CALPELRA CLRM certification.

  • MCLE for California attorneys.

A Certificate of Attendance will be provided for attendance at this Academy.

A CALPELRA Labor Relations Master Certification (CLRM) will be awarded upon completion of the three core Academies (Foundation Of Labor Relations, Managing Your Collective Bargaining Agreements, and Negotiations Simulation And Planning), and a final written project. These Academies may be taken in any order.

Click here to view schedule and locations.