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RICHARD FRAZER et al., Plaintiffs and Appellants,
v.
DIXON UNIFIED SCHOOL DISTRICT et al., Defendants and Respondents.
18 Cal.App.4th 781
No. A056012.
Court of Appeal, First District, Division 2, California.
Sep 2, 1993.
PHELAN, J.
Appellants Richard and Debbie Frazer (appellants) timely appeal
from the denial of their petition for a writ of mandate and for
declaratory relief against respondents Dixon Unified School District
and its governing board (Board) and superintendent, J. Gerry
Laird (Superintendent) (collectively, hereafter respondents or
the District), which was originally filed in Solano Superior
Court in May 1990. By their petition, appellants sought to compel
respondents to establish a second task force to conduct an open,
public review of the District's K-5 language arts curriculum-the
so-called "Impressions" series. The Impressions materials
had been approved by the District a year earlier, in May 1989,
after a one-year pilot project and a six-week period for public
viewing of the proposed materials, at the recommendation of the
District's Language Arts Task Force (LATF). The adoption of the
Impressions curriculum was confirmed in May 1990 by a hearing
committee which was appointed by the District Superintendent
to review the LATF decision in light of parental complaints that
the new curriculum was unwholesome, encouraged disobedience and
antisocial behavior, contained satanic and morbid material, and
introduced warped rituals. [FN1]
FN1 The District received two formal complaints, one from
John and Diane Ford on February 2, 1990, and one from Cynthia
Lee on February 7, 1990. Although the Fords joined in the petitions
below, they are not parties to this appeal.
In their fourth amended petition, which was tried to the court
on June 13, 1991, appellants alleged that the District failed
to comply with its obligations under Education Code section 60262
and Board Policy 7135 regarding involvement of parents in the
original selection of the Impressions materials. Appellants further
alleged that, when a small group of parents complained in February
1990 about the use of the Impressions series in their children's
classrooms, the District violated the Ralph M. Brown Act (the
Brown Act) (Gov. Code, §§ 54950-54960) [FN2] and the
Education Code by conducting secret meetings and excluding anti-Impressions
parents from full participation in the process established for
review of the complaints. Appellants also alleged that the District's
actions violated the constitutional guarantees of due process
and equal protection, and their right to petition the government
to redress grievances.
FN2 Unless otherwise indicated, all further statutory references
are to the Government Code.
We conclude that there is substantial evidence to support
the trial court's decision that the District did not violate
the Education Code or its own policies regarding parental involvement
in the original selection of the Impressions series. The record
also amply supports the trial court's ruling *785 that appellants
were not deprived of any constitutional right. Accordingly, we
affirm the trial court judgment on the first and fourth causes
of action in appellants' petition.
We further conclude, however, that a gathering of a quorum
of the Board at a joint "Curriculum Council/Board Work Session"
on February 28, 1990, at which the Board members viewed a videotape,
entitled "Holy Wars in Education," and at which discussion
was held to bring the participants up to date on the review process
for the parents' complaints, was a "meeting" within
the meaning of section 54953, in that it consisted of "collective
acquisition and exchange of facts preliminary to the ultimate
decision" on a pending dispute within the Board's purview.
We also hold that the hearing and review committees appointed
by the District pursuant to a written board policy were "advisory"
committees within the meaning of section 54952.3, whose meetings
and deliberations were subject to the Brown Act. Because both
the February 28th meeting and the meetings of the review and
hearing committees were undisputedly closed to members of the
public, we reverse the trial court judgment on the second and
third causes of action in appellants' fourth amended petition.
I. Factual and Procedural Background
In October 1988, the District's LATF undertook a search for
a new set of elementary-level reading books. [FN3] Out of 17
contenders, the LATF narrowed the field to 6 reading book series,
which were "piloted" [FN4] by several teachers in several
different grades during the 1988-1989 school year. The District
presented evidence indicating that the six sets of finalist books
were on display from late February through early June of 1989,
and that a notice regarding the textbook selection process was
published in the local newspaper, the Dixon Tribune, on March
17, 1989. The District also presented evidence that its director
of instruction, Marilys Tognetti, spoke to the elementary school
parents' association about the book selection process in February
1989, and that the elementary school teachers and administrators
encouraged parental review of the pilot textbooks at parent-teacher
conferences and open houses in April 1989.
The LATF consisted of only District employees, some of whom
were also parents of children who attended District schools;
it did not include any nonemployee parents.
FN4 Among professional educators, the term "pilot"
is used as a verb to describe a process by which competing sets
of proposed instructional materials are used, on a trial basis,
before a final selection and decision to purchase are made.
In May 1989, the LATF met with the piloting teachers, publishers'
representatives, and with representatives of each affected grade
level to discuss the final selection of a textbook series. The
Impressions series was *786 the unanimous choice of the grade-level
representatives. The Board approved the selection of the Impressions
materials on May 18, 1989, and obtained necessary approvals from
the State Board of Education for their purchase in July 1989.
There is no evidence of any complaint about the Impressions
series at any time during the pilot period, or during the first
half of the 1989-1990 school year. In early February 1990, however,
two sets of parents filed written complaints and requested review
of the Impressions materials pursuant to Board Policy 7138. [FN5]
The District immediately responded by establishing a review committee
(consisting of teachers and parents who had firsthand experience
with the Impressions curriculum) to investigate the merits of
the complaints, and a hearing committee (consisting of District
employees and community members with no working knowledge of
Impressions) to hear testimony from the review committee and
complainants, and to make a recommendation to the Board regarding
the continued use of the Impressions series. Appellant Debbie
Frazer asked to be appointed to the review committee, but was
rejected because she was "unalterably opposed to use of
the Impressions series of books." Of the 21 members of the
review committee, 17 were District employees and 4 were parents
(including 1 substitute teacher), none of whom objected to the
Impressions series.
FN5 Board Policy 7138 is entitled "Complaints About Instructional
Materials." It provides, in relevant part, that:
"2. Recognizing that the final decision for controversial
reading matter shall rest with the Board, ... the Board has adopted
the following policy for dealing with censorship of books or
other materials.
"2.3 Any parent who wishes to request reconsideration
of the use of any book in the school must make such a request
in writing on forms available from site principals. The statement
must be signed and identified so that a reply may be given.
"2.4 A committee of the principal and two teachers, appointed
by the principal, shall review the material and judge whether
it conforms to the above-stated principles, and submit its report
in writing to the parent with a copy to the Superintendent.
"2.5 If the matter cannot be resolved at the site level,
then the written criticism along with the principal's evaluation
will be forw[a]rded to Superintendent for presentation to the
Curriculum Council. The Curriculum Council will forward its recommendation
to the Superintendent, who will make the final decision. The
concerned parties will be notified of the final disposition in
writing."
The issue of the Board's role in the establishment and conduct
of the review procedures is hotly contested. There is evidence
that the Board directly delegated to the Superintendent the responsibility
to conduct a review of the parents' complaints in accordance
with Board Policy 7138. The Superintendent does not deny that
the Board made such a delegation and, in fact, confirms that
he consulted with unspecified Board members beginning in early
February about how to handle the complaints. The *787 Superintendent
also admits that he followed the basic approach of Board Policy
7138. [FN6] He testified only that the Board did not instruct
him to establish the particular procedures that were followed
in this case, or to appoint particular members of the committees.
FN6 According to the Superintendent, Board Policy 7138 was
originally designed to address individual parental complaints
about the use of a particular book in their child's classroom.
The procedure was to have the principal and two teachers from
the child's school study the complaint and issue its recommendation
as to the disposition of the matter. In this case, the Board
Policy had to be adapted to provide a mechanism for resolving
appellants' across-the-board challenge to an entire textbook
series that was in use at multiple grade levels. Thus, the review
committee had representatives from the affected elementary and
middle schools, and a more broad-based hearing committee was
established to study the complaints and hear from the complainants
and other members of the public regarding the Impressions curriculum.
On a list of meetings to occur during the review process established
by the Superintendent and his staff, the Board was scheduled
for a "Possible Curriculum Council/Board Work Session"
to be held on February 28, 1990, from 10 a.m. to noon. [FN7]
It is undisputed that the meeting was actually held, that it
was not open to the public, that a quorum of three Board members
were in attendance, that all three Board members viewed a videotape
"Holy Wars in Education" (described in the meeting
minutes as a censorship film), and that "Discussion was
held regarding recent complaints received about our adopted language
arts series" in connection with an agenda item denoted as
an "Update on Language Arts Program." [FN8] It is also
undisputed that the curriculum council was overseeing the work
of the review and hearing committees.
FN7 The curriculum council consists of "[a]ll the managers
in the District," including the Superintendent, the director
of instruction, principals and vice principals from various District
schools, and other District employees. There was some overlap
between the curriculum council and the review and hearing committees.
FN8 The two Board members who did not attend the February
28 meeting later viewed the videotape in their own homes.
There is conflicting evidence, however, whether the Board
members who attended the February 28 meeting were present for,
heard, or participated in the discussion of the parents' complaints.
In "carbon-copy" declarations, the three Board members
all testified that they were present for at least one hour of
"discussion" and for the videotape viewing, but that
there was no discussion about the Impressions series itself,
and no discussion after the videotape was shown. At least one
of those declarants, Board member Lisa Seifert, flatly contradicts
her earlier deposition testimony, in which she admitted that
she did hear some discussion about the Impressions curriculum.
One other Board member's declaration testimony squarely contradicts
her prior deposition testimony about the time she arrived and
left the February 28 meeting, and the declarations of all three
Board members conflict with the existing *788 documentary evidence
regarding the time the February 28 meeting began and ended.
Besides the February 28, 1990 meeting, the Board received
a series of written communications from the Superintendent and
his staff about the Impressions controversy. By memoranda dated
February 8 and 13, 1990, the Board was advised of the appointments
to the review committee and was provided copies of an education
journal article entitled, "Holy Wars in Education."
By memorandum dated February 23, Ms. Tognetti set forth the tentative
schedule of meetings and activities for the review and hearing
committees and provided the Board and committee members with
certain materials, with the admonishment that the enclosed materials
were for "Your Eyes Only." Included among those materials
were (1) Ms. Tognetti's own analysis of the parents' complaints,
(2) the "Holy Wars" article, (3) an article entitled
"Experts Warn of Attempts to Censor Classic Texts,"
and (4) reports of two other school districts that had retained
the Impressions curriculum despite protests by parents.
Apparently, the review committee met at least twice, on February
23 and 26, 1990, before making its formal presentation to the
hearing committee at a meeting on March 29, 1990. Two pro-Impressions
parents (members of an independent, ad hoc group called "Concerned
Citizens of Dixon," which was organized in March 1990 to
support the Impressions curriculum) were each allowed a few minutes
to speak during the one and a half hours allotted to the review
committee during the closed meeting on March 29, 1990. Although
appellants and other complaining parents were excluded from the
entire review committee presentation, they were given an hour
and a half to present their own views about the Impressions series
to the hearing committee-again in closed session.
After its March 29, 1990, meeting, the hearing committee recommended
that the District retain the Impressions curriculum. That recommendation
was relayed to the Board by the Superintendent. On April 5, 1990,
the Board took up the Impressions controversy at an open, regular
meeting before making the final decision about the parents' complaints.
At that meeting, which was so well attended by members of the
press and the public that it had to be moved to a school gymnasium,
the Board heard from both supporters and opponents of the Impressions
curriculum and, thereafter, voted to retain the Impressions series
in District schools.
After several rounds of demurrers, appellants' fourth amended
petition was tried to the court on June 13, 1991, on the basis
of documentary *789 evidence and declaration and deposition testimony.
[FN9] The trial court issued its statement of decision on September
19, 1991, denying all relief sought by appellants. After denial
of their motion for new trial, appellants timely filed their
notice of appeal on December 19, 1991.
FN9 Contrary to the statement of decision, the trial court
did not allow any live testimony by witnesses for either side.
Appellants did not present any declarations, but were allowed
to present some deposition testimony to impeach certain of the
10 declarations respondents presented. Although respondents apparently
did not serve their declarations until the time of the hearing,
appellants agreed to proceed and declined the court's offer of
a continuance.
II. Discussion
A. Whether the Trial Court Erred in Sustaining a Demurrer
to Appellant's
Second Amended Petition.
Appellants first argue that the trial court erred in sustaining
a demurrer to the fourth, fifth, sixth, and seventh causes of
action in their second amended complaint. In reviewing the trial
court's order to that effect, filed November 2, 1990, we accept
as true all material facts pleaded in the petition. (See Stockton
Newspapers, Inc. v. Redevelopment Agency (1985) 171 Cal.App.3d
95, 99 [214 Cal.Rptr. 561].)
1. Whether Appellants Sufficiently Alleged a Violation of
Education Code
Section 35145.5 by Asserting That the Board Rejected Ms. Frazer's
Timely Demand to Address the March 15, 1990, Meeting of the Board.
In the fourth and fifth causes of action, appellants alleged
that the District violated both the Brown Act and Education Code
section 35145.5 by refusing to allow them to place an item on
the agenda of and to address the March 15, 1990, "special
meeting" of the Board, and sought mandamus and declaratory
relief to correct the past, and prevent any future, violations
of these provisions. The superior court sustained respondents'
demurrer to these causes of action on the ground that 1986 amendments
to the Brown Act and to Education Code section 35145 (Stats.
1986, ch. 641, §§ 2, 5, pp. 2156-2158), preempted and
superseded Education Code section 35145.5, eliminating the right
of members of the public to place matters directly related to
school district business on the agenda of school district governing
board meetings, and to address the board regarding items on the
agenda as such items are taken up. We disagree, in part, with
the trial court's statutory interpretation, but agree with its
conclusion. [FN10]
FN10 Respondents argued below-and in a previous writ proceeding
in this court-that Government Code section 54954.3 "preempts"
or "supersedes" Education Code section 35145.5. The
trial court adopted respondents' reasoning on this point. On
appeal, respondents have softened their position somewhat, arguing
that the 1986 amendments "qualify and clarify" Education
Code section 35145.5.
(1) " '[T]here is a presumption against repeals by implication;
they will occur only where the two acts are so inconsistent that
there is no possibility *790 of concurrent operation, or where
the later provision gives undebatable evidence of an intent to
supersede the earlier; the courts are bound to maintain the integrity
of both statutes if they may stand together... .' " (Hays
v. Wood (1979) 25 Cal.3d 772, 784 [160 Cal.Rptr. 102, 603 P.2d
19], sitations omitted, quoting from Sacramento Newspaper Guild
v. Sacramento County Bd. of Suprs. (1968) 263 Cal.App.2d 41,
54 [69 Cal.Rptr. 480].)
We believe that the 1986 amendments to the Education and Government
Codes can be harmonized with the preexisting provisions of Education
Code section 35145.5. In reality, what the Legislature accomplished
by those amendments (Stats. 1986, ch. 641, §§ 5-6,
pp. 2157-2158) was to codify certain judicially and locally created
requirements relating to the posting of and adherence to an agenda-requirements
that had been applicable to school boards since 1978-to make
those requirements more uniform and generally applicable to all
regular meetings of the "legislative body" of all local
agencies governed by the Brown Act. (See County of El Dorado
v. Reed (1858) 11 Cal. 130, 132; and see generally, 1 Ogden,
Cal. Public Agency Practice (1993), § 13.04(2)(b).)
At the same time, however, the Legislature amended Education
Code section 35145 (Stats. 1986, ch. 641, § 2), and thereby
eliminated any suggestion that there must be an "agenda"
for a special meeting of a school board. [FN11] Rather, by simultaneously
amending Education Code section 35144 and section 54956 (Stats.
1986, ch. 641, §§ 1, 7), the Legislature declared that
both school boards and any other "legislative body"
of a local agency may proceed in a "special meeting"
after posting a "call and notice" at least 24 hours
prior to the special meeting. (Ed. Code, § 35144; §
54956) Of course, special meetings must be open and public, and
the school board/legislative body may not consider any business
other than that which is specified in the posted "notice."
(Ed. Code, § 35145; § 54953, subd. (a).) [FN12] The
1986 amendments do not expressly provide for public input into
either the "notice" for a special meeting, or the meeting
itself.
FN11 Before it was amended in 1986 (Stats. 1986, ch. 641,
§ 2), Education Code section 35145, subdivision (b) provided,
inter alia, that "A list of items on which action may be
taken that will constitute the agenda" had to be posted
in a place where parents and teachers may view same, "in
the case of special meetings, at least 24 hours prior to said
special meeting."
FN12 Although the Education and Government Codes have consistently
provided that the presiding officer, or a majority of the members
of local "legislative body," may call a special meeting,
neither before nor after the 1986 amendments to the Education
and Government Codes has there been any legislative guidance
as to the purposes for which a special meeting may be called.
The most obvious reason for such meetings might be that time-
sensitive issues arise that must be addressed before the next
regularly scheduled meeting, which may be held either monthly
or quarterly. (Ed. Code, § 35141.) However, use of "special
meetings" to evade the agenda and public participation requirements
that apply to "regular meetings" (Ed. Code, §§
35145, 35145.5; §§ 54954.2, 54954.3) may well violate
state open meeting laws. (See Joiner v. City of Sebastopol (1981)
125 Cal.App.3d 799, 805, fn. 5 [178 Cal.Rptr. 299]; Sacramento
Newspaper Guild v. Sacramento County Bd. of Suprs., supra, 263
Cal.App.2d 41, 50 [open meeting statutes may "push beyond
debatable limits in order to block evasive techniques"];
see also § 54954.4, subd. (c) ["complete, faithful,
and uninterrupted compliance with the Ralph M. Brown Act ...
is a matter of overriding public importance"].)
(2) It appears, therefore, that the Legislature has eliminated
any right members of the public may have had before the 1986
amendments to place items on the agenda of, and to address, special
meetings of a school board. There remains, however, the requirement
that members of the public have a right to place items on the
agenda for all regular meetings of school boards that may well
be broader than for regular meetings of other local legislative
bodies. (See Ed. Code, § 35145.5.) Indeed, school boards
are required to "adopt reasonable regulations to insure"
that this right is protected, subject only to the limitation
that the regulations may "specify reasonable procedures
to insure the proper functioning of governing board meetings."
(Ibid., italics added.) It also appears that, at regular meetings,
school boards must allow members of the public to directly address
"any item of interest to the public ... that is within the
subject matter jurisdiction" of the school board, whether
or not that item has previously been placed on the agenda. [FN13]
FN13 Since 1991, moreover, the Legislature has decreed that
local legislative bodies, including school boards, must allow
the public to address the body "before or during the legislative
body's consideration of the item." (Stats. 1991, ch. 66,
§ 1.)
In this case, appellants clearly alleged in their second amended
complaint that the March 15 meeting was a "special meeting."
Given the 1986 amendments to the open meeting laws, appellants'
fourth and fifth causes of action for violation of Education
Code section 35145.5 were appropriately dismissed.
2. Whether Appellants Sufficiently Alleged That the Hearing
and Review
Committees Were Subject to, and Violated, the Brown Act.
(3) In their sixth and seventh causes of action, appellants
alleged that the review and hearing committees were "advisory
committees" which are subject to the Brown Act pursuant
to section 54952.3. Appellants further alleged that these committees
violated the Brown Act by secretly reviewing, investigating,
and deliberating about parental complaints regarding the Impressions
series and, again, sought declaratory and mandamus relief against
respondents. The superior court sustained the demurrer to these
causes of action, citing the general discussion of "legislative
bodies" under section 54952 found in Yoffie v. Marin Hospital
Dist. (1987) 193 Cal.App.3d 743 [238 Cal.Rptr. 502]. While we
disagree with the trial court's conclusion on this issue, we
recognize that it is a close question of statutory interpretation.
*792
Appellants specifically alleged that the review and hearing
committees were "created by the Governing Board under Board
Policy 7138 and exercised authority delegated by the Board under
that policy" and were, thus, "advisory committees"
within the meaning of section 54952.3. Appellants argue that
establishment of the committees pursuant to the Board Policy
was sufficient to meet the requirement of section 54952.3 that
an advisory committee be "created by charter, ordinance,
resolution, or by any similar formal action of a legislative
body ... of a local agency." (Italics added.)
Respondents do not deny that the committees were formed under
the general authority of Board Policy 7138 but, rather, argue
that creation pursuant to the Policy was not sufficient "formal
action" within the meaning of section 54952.3. Respondents
also appear to argue that section 54952.3 requires appellants
to allege (and prove) that the Board itself appointed the members
of the committees to fall within section 54952.3. definition
of "legislative body." We do not believe that section
54952.3 contains such a requirement.
The issue under section 54952.3 is whether the Board "created"
the advisory committee by some type of "formal action."
We think the focus of our inquiry should first be on the authority
under which the advisory committee was created. In this case,
we believe that authority originates with the Board and not,
as respondents imply, with the Superintendent. [FN14] The next
question is whether creation of the Committee pursuant to a standing
policy is sufficient to constitute "formal action"
within the meaning of section 54952.3. We believe that it is.
The Brown Act applies to a wide variety of boards, councils,
commissions, committees and other multimember "legislative"
bodies that govern California's cities, counties, school districts,
and other local public agencies. (See §§ 54951, 54951.1,
54952, 54952.2, 54952.5.) Section 54952.3 clearly contemplates
that many of these bodies will establish "advisory committees"
to assist with "examination of facts and data," and
that the mechanisms by which such advisory bodies are created
will be equally varied. We must give that section a broad construction
to prevent evasion. (Joiner v. City of Sebastopol, supra, 125
Cal.App.3d at p. 805, fn. 5.) *793
FN14 Respondents encourage this court to look outside the
pleadings to evidence that the Superintendent appointed the members
of the review and hearing committees. We decline to do so for
purposes of our review of the trial court's rulings on the demurrer.
However, we note, in passing, that it is irrelevant whether it
was the Board or the Superintendent who made the actual appointments.
The Superintendent operates at all times under the control of
the governing board, and does not exercise independent powers
of the type contemplated by section 54952.3. (See Main v. Claremont
Unified School Dist. (1958) 161 Cal.App.2d 189, 204 [326 P.2d
573], disapproved in part on other grounds, Barthuli v. Board
of Trustees (1977) 19 Cal.3d 717, 722 [139 Cal.Rptr. 627, 566
P.2d 261].)
We believe that adoption of a formal, written policy calling
for appointment of a committee to advise the Superintendent and,
in turn, the Board (with whom rests the final decision), whenever
there is a request for reconsideration of "controversial
reading matter" is sufficiently similar to the types of
"formal action" listed in section 54952.3. Accordingly,
allegations that the review and hearing committee were created
pursuant to Board Policy 7138 were sufficient to bring those
advisory bodies within the coverage of the Brown Act, and allegations
that members of the public (appellants) were excluded from the
meetings of these bodies were sufficient to state a cause of
action for violation of section 54953. [FN15]
FN15 Although appellants expressly disclaim reliance on section
54952.2, we believe that section provides an alternate basis
for our conclusion that the review and hearing committees were
subject to the Brown Act. Allegations and exhibits to the second
amended petition were sufficient to bring the committees within
the section 54952.2 definition of "legislative body,"
which includes a committee that exercises authority delegated
to it by the legislative body of the local agency.
B. Whether Substantial Evidence Supports the Trial Court's
Ruling That the
Board Did Not Violate Education Code Section 60262, or Its
Own Policy
7135 in Selecting the "Impressions" Materials in
1989.
(4a) Appellants raise several claims of error in the superior
court's determination of the issues presented for decision during
the June 13, 1991, "trial" of the four causes of action
remaining in their fourth amended petition. [FN16] The first
set of such issues arises out of the process by which the District
originally selected the Impressions materials in 1988 and 1989.
In their first cause of action, appellants asserted that the
District violated Education Code section 60262, which directs
the Board to "promote the involvement of parents and other
members of the community in the selection of instructional materials,"
and Board Policy 7135, which requires the Superintendent to "insure
adequate opportunity for teachers, parents and other community
members to be involved in the process of recommending instructional
materials for purchase by the District." We believe the
record amply supports the trial court's findings and conclusions
on this cause of action.
FN16 We agree with respondents that appellants waived their
objections to any irregularities in the trial procedures by agreeing
to go forward on June 13, 1991, and rejecting the court's offers
to continue the proceedings to allow appellants to prepare a
response to respondents' declarations. This waiver does not extend
to proper evidentiary objections made by appellants during trial.
As described in part I, above, District parents had notice
and ample time to comment on, endorse, or object to the six sets
of textbooks that were in *794 use in pilot classrooms during
the 1988-1989 school year and on display in District offices
for several weeks in the spring of 1989. There was also admissible,
uncontradicted evidence that the District took affirmative steps
to encourage parental involvement in the LATF and the selection
process. [FN17] The fact that no nonstaff parents availed themselves
of the opportunities to provide input for the textbook selection
process-or to voice any objections to the series that was ultimately
adopted-cannot be blamed on the District. Accordingly, we affirm
the trial court judgment on the first cause of action in appellants'
fourth amended petition.
FN17 Whereas appellants assert that the Superintendent's appointment
of the review and hearing committees pursuant to Board Policy
7138 was sufficient to constitute "formal action" by
the Board for purposes of section 54952.3, they argue here that
the Superintendent's and District staff's efforts to encourage
parental involvement in the LATF was insufficient to satisfy
the Board's duty to "promote the involvement of parents
... in selecting instructional materials" for purposes of
Education Code section 60262. They cannot have it both ways.
C. Whether the Trial Court Erred in Ruling That the Governing
Board Did Not Violate the Brown Act or the Education Code in
Its Handling of the 1990 "Impressions" Controversy.
Appellants next assert that there was not substantial evidence
to support the trial court's determination that there were no
violations of the Brown Act in the District's handling of the
1990 Impressions controversy. Appellants first argue that the
trial court erred in concluding that the Board did not violate
the open meeting laws by reviewing secret memoranda and informational
materials that were presented to its members by the Superintendent
and his staff during the investigation of the parents' complaints.
Appellants further argue that the trial court erred in concluding
that the joint meeting of the Board and the curriculum council
to view the "Holy Wars" videotape on February 28, 1990,
did not violate the Brown Act. Both of these issues turn on whether
there occurred a "meeting" within the meaning of the
Brown Act, under which members of the public must be given notice,
allowed to attend and (depending on the type of meeting) allowed
to participate, unless a specific statutory exception to the
open meeting laws is available. (§§ 54950, 54953, 54954.1-54954.3,
54956.)
(5) It is now well settled that the term "meeting,"
as used in the Brown Act (§§ 54950, 54953), is not
limited to gatherings at which action is taken by the relevant
legislative body; "deliberative gatherings" are included
as well. (Sacramento Newspaper Guild, supra, 263 Cal.App.2d at
p. 48.) Deliberation in this context connotes not only collective
decisionmaking, but also "the collective acquisition and
exchange of facts preliminary to the ultimate decision."
(Id., at pp. 47-48; Rowen v. Santa Clara Unified School Dist.
(1981) 121 Cal.App.3d 231, 234 [175 Cal.Rptr. 292].)
As the court in Sacramento Newspaper Guild, supra, explained,
"Section 54950 is a deliberate and palpable expression of
the act's intended impact. It declares the law's intent that
deliberation as well as action occur openly and publicly. Recognition
of deliberation and action as dual components of the collective
decision-making process brings awareness that the meeting concept
cannot be split off and confined to one component only, but rather
comprehends both and either." (263 Cal.App.2d at p. 47.)
The court further explained that the term "meeting"
must be construed expansively to prevent local legislative bodies
from evading the requirements of the Brown Act: "In this
area of regulation, as well as others, a statute may push beyond
debatable limits in order to block evasive techniques. An informal
conference or caucus permits crystallization of secret decisions
to a point just short of ceremonial acceptance. There is rarely
any purpose to a nonpublic pre-meeting conference except to conduct
some part of the decisional process behind closed doors. Only
by embracing the collective inquiry and discussion stages, as
well as the ultimate step of official action, can an open meeting
regulation frustrate these evasive devices." (Id., at pp.
49-50, fn. omitted.)
Thus, an informal luncheon, at which a quorum of the legislative
body is present and the public's business is discussed, is a
"meeting" within the meaning of the Brown Act. (Sacramento
Newspaper Guild, supra, 263 Cal.App.2d at pp. 46-48.) Similarly,
a session in which a school board gathers information from prospective
contractors about their qualifications to perform services for
the school district is a "meeting" subject to Brown
Act requirements, even though no commitment is made to retain
the persons interviewed. (Rowen, supra, 121 Cal.App.3d at pp.
233-234.) To prevent subterfuge, moreover, a series of telephone
calls by which the members of a legislative body commit themselves
to a decision concerning public business, has also been held
to be a "meeting" for purposes of the Brown Act. (Stockton
Newspapers, Inc., supra, 171 Cal.App.3d at pp. 102-103.)
(4b) The February 28, 1990, gathering of a quorum of the Board
and various members of the curriculum council falls well within
the definition of "meeting" as developed by the foregoing
case law. In their declarations, the three Board members who
attended that meeting admitted that they were all present for
approximately one hour of discussion about "district goals
and objectives" that plainly occurred between and among
the declarants and the members of the curriculum council. The
three Board members also admitted that they jointly viewed the
"Holy Wars" video, which was described in the minutes
as a "censorship film." It is irrelevant that the declarants
deny, in *796 unison, that they participated in or heard any
discussion about the videotape or the Impressions series. [FN18]
FN18 The attendees included both a quorum of the Board and
several members of the recently appointed review and hearing
committees, and the only agenda item for which the minutes of
the February 28 meeting reflect any discussion was "recent
complaints received about our adopted language arts series."
Given these facts, it is, frankly, incredible that the District
asserts that there was no discussion about the Impressions controversy.
Indeed, Board member Lisa Seifert admitted in her deposition
that she did hear some discussion about the Impressions controversy.
The Superintendent also admitted that the February 28 meeting
of the curriculum council and Board members was intended to "bring
them up to date" about the review process for the parents'
complaints. There are additional reasons to doubt the Board members'
declaration testimony on this point: The uniform times of arrival
("about 8:30 AM, after the meeting had begun") and
departure ("immediately" after the videotape ended)
flatly contradict all other documentary evidence about the meeting
times. Also, Board member Patty DeTar's deposition testimony
about her time of arrival (10 a.m.) and departure (11:30 a.m.)
is consistent with the documentary evidence about the meeting,
but squarely contradicted by her later declaration. Because of
these discrepancies between the declarations and other more reliable
evidence, including deposition testimony, the trial court would
have been fully justified in rejecting the Seifert, DeTar, and
O'Neill declarations. (See D'Amico v. Board of Medical Examiners
(1974) 11 Cal.3d 1, 22 [112 Cal.Rptr. 786, 520 P.2d 10].) In
light of our ruling that the precise topics of discussion at
the February 28 meeting were irrelevant to the determination
of the "meeting" issue, however, we need not decide
whether the trial court erred in admitting these declarations.
What is relevant to the "meeting" issue is that
the Board members who were present constituted a quorum, that
they participated in discussions relating to District business,
and that they were undeniably engaged in "collective acquisition
and exchange of facts" relating to decisions they were charged
with making in the course of their official duties, including
the decision they were to make about the pending curriculum controversy.
Even if there was no mention of the Impressions series per se,
and no discussion after the videotape was shown, the viewing
of the "censorship film" by the three Board members
was itself an act of collective acquisition of information relating
to the pending dispute.
Respondents' analogy to a situation in which Board members
attend a District football game or school play is not apt. There
is no evidence that the purpose of the February 28 gathering
was purely social, or that the Board members attended as mere
spectators to the event. Indeed, there is uncontradicted evidence
that, at a minimum, the Board members actively participated in
discussion of "district goals and objectives."
Respondents also argue that some sort of "collective
agreement or commitment" must occur at a deliberative gathering
to bring it within the "meeting" concept. This cannot
be, and is not, the law. (Sacramento Newspaper Guild, supra,
263 Cal.App.2d at p. 48 ["deliberative gatherings are *797
' meetings,' however confined to investigation and discussion"];
Rowen, supra, 121 Cal.App.3d at pp. 233-234 [gathering to discuss
qualifications of prospective consultants was a Brown Act "meeting"
notwithstanding the fact that no commitment was made about retaining
them]; 42 Ops.Cal.Atty.Gen. 61 (1963) [Brown Act applies to "briefing
sessions" by which employees of local agency simply provide
information to a gathering of members of the legislative body].)
It is true, as described above, that "... the Brown Act
comprehends informal sessions at which a legislative body commits
itself collectively to a particular future decision concerning
public business." (Stockton Newspapers, Inc., supra, 171
Cal.App.3d at p. 102.) That language does not, however, describe
the entire universe of gatherings subject to the Brown Act. If
it did, a legislative body would be able to conduct most-if not
all-of its deliberative functions behind closed doors, so long
as it never reached agreement, or agreed not to agree. We reject
respondents' narrow interpretation of the term "meeting"
as applied to the February 28, 1990, meeting. (Sacramento Newspaper
Guild, supra, 263 Cal.App.2d at pp. 49-50.)
On the other hand, we do not believe that the one-way transmission
to and solitary review by Board members of background materials
relating to the Impressions controversy is within the ambit of
the open meeting laws. Unlike the "serial" meetings
at issue in Stockton Newspapers, Inc., supra, the transmission
of informational materials in this case undisputedly involved
no interaction or communication between or among individual Board
members, either directly or through the agency of District staff.
(171 Cal.App.3d at p. 102.)
The California Supreme Court has recently addressed a similar
issue. (Roberts v. City of Palmdale (1993) 5 Cal.4th 363, 373-377
[20 Cal.Rptr.2d 330, 853 P.2d 496].) In that case, a resident
and taxpayer of the City of Palmdale alleged that distribution
of a confidential legal opinion of the city attorney to individual
members of the city council, in preparation for a public hearing
on a real estate development, was a "closed-session meeting"
of the city council which violated the Brown Act. (§ 54956.9.)
The Court of Appeal agreed with the taxpayer that the city council
had violated section 54956.9 in that the "meeting"
was commenced without an appropriate public announcement. However,
after reviewing the history of the Brown Act, its interpretation
in the courts, and the plain meaning of the language of the statute,
the Supreme Court reversed, holding that "... section 54956.9
was intended to apply to collective action of local governing
boards and not to the passive receipt by individuals of their
mail." (5 Cal.4th at p. 376, italics added.) Because the
record did not disclose any serial communications among members
of the city council, or any other type of "collective *798
deliberation" about the city attorney's letter, the court
concluded that there had been no "meeting" within the
meaning of the Brown Act. (Id., at pp. 376- 377.)
The same is true here. Appellants presented no evidence of
any type of "collective deliberation" by Board members
regarding the memoranda about the Impressions controversy. Rather,
appellants alleged nothing more than "passive receipt by
individuals of their mail." (Roberts, supra, 5 Cal.4th at
p. 376.) Thus, the trial court was correct in ruling that distribution
of memoranda from District staff to individual members of the
Board was not subject to the open meeting requirements of the
Brown Act. [FN19]
FN19 This is not to say that we condone what appear to have
been attempts by District staff to conceal the fact of these
communications from members of the public, other than those who
were invited to serve on the review and hearing committees, by
labelling the materials for "Your Eyes Only." The challenged
materials were undisputedly writings that were distributed to
a majority of Board members, and related to matters to be discussed
and/or considered at meetings that were-or should have been-public
meetings. Unlike the city attorney's letter in Roberts, supra,
there was no claim of privilege as to the materials distributed
by the Superintendent and his staff. (5 Cal.4th at pp. 369-373.)
Thus, it appears that these documents were subject to public
disclosure upon request, in advance of any meeting to which they
pertained (§ 54957.5), notwithstanding the District's attempts
to keep them secret. However, there is no indication that appellants
made a request for the challenged materials in advance of any
of the meetings about the Impressions series, nor that they were
denied copies when they were ultimately requested.
Nevertheless, we agree with appellants that the trial court
committed reversible error when it ruled that the closed meeting
of the Board on February 28, 1990, did not violate the Brown
Act. We also agree that the District's persistent denials that
such a gathering was a "meeting" subject to the Brown
Act warrants declaratory relief in favor of appellants. (See
Common Cause v. Stirling (1983) 147 Cal.App.3d 518, 523-524 [195
Cal.Rptr. 163].) Accordingly, we reverse the trial court's judgment
on the second and third causes of action in the fourth amended
petition, and remand for entry of an appropriate declaratory
judgment consistent with this opinion.
D. Whether the Decision Confirming the Adoption of the "Impressions"
Series
Must Be Set Aside Because of the Brown Act Violations in This
Case.
Having decided that the District committed certain violations
of the Brown Act, which we believe are appropriately the subject
of declaratory relief in this case, we turn to the further question
of whether the decision of the Board confirming the decision
to adopt the Impressions series must be set aside because of
those violations. We believe that this issue is best entrusted
to the superior court for determination following a new hearing.
*799 The trial court will have to consider the effect of our
reinstatement of the sixth and seventh causes of action from
the second amended complaint. Before deciding whether to issue
a writ of mandamus pursuant to section 54960.1, moreover, the
trial court will need to make additional findings as to appellants'
compliance with the demand procedures provided in that section.
(Id., at subd. (b).) The court should also consider, in the first
instance, whether any "action taken" in violation of
the Brown Act in this case was "cured or corrected"
by subsequent action of the Board, including the holding of public
meetings on March 1 and April 5, 1990, at which both sides of
the Impressions controversy were allowed to air their views for
consideration by the Board. (Id., at subd. (d).)
E. Whether the Trial Court Erred in Ruling That There Was
No Violation of
Appellants' Constitutional Rights in the Proceedings Below.
Appellants' constitutional claims appear to be of two types.
First, they appear to assert that the District's conduct in violation
of the Brown Act also constituted a denial of due process. There
is no legal basis for appellants' due process claim absent proof
that they were deprived of some protected property interest.
(See Public Utilities Comm. v. U.S. (9th Cir. 1966) 356 F.2d
236, 240-242.)
Appellants' second theory of viewpoint discrimination, in
violation of their equal protection, free speech, and petition
rights, fares no better. Clearly, there is substantial evidence
to support the trial court's conclusions that appellants had
ample opportunity to present their views on the Impressions materials,
and that appellants and the pro-Impressions parents were treated
in a substantially equal manner by the District. It is only by
distorting the record evidence beyond recognition that appellants
can argue that the pro- Impressions parents "worked with"
and were supported by the review committee. The mere fact that
the two pro-Impressions parents made their presentation to the
hearing committee during the time allotted to the review committee
does not establish that they received more favorable treatment
at the hands of the District because of the content of their
expression. Indeed, the pro- Impressions parents were allowed
only a few minutes to speak to the hearing committee, whereas
appellants were given an hour and a half to present their case.
[FN20] We affirm the trial court ruling on appellants' fourth
cause of action.
FN20 Appellants make much of the fact that Ms. Frazer was
rejected in attempts to win appointment to the review committee.
Beyond the fact that she was, thus, unable to attend the closed
meetings of the committee, we do not find any indication in the
record that this statutory violation in any way impaired Ms.
Frazer's ability to communicate her views about the Impressions
series to the District. It is apparent from the record that she
had multiple opportunities to and, in fact, did address the Board,
the hearing committee, and District staff at public and private
meetings, by letter, and by telephone.
F. Whether the Trial Court Erred in Awarding Costs to Respondents.
Appellants' final contention is that the trial court erred
in entering a cost award in favor of respondents. A defendant
local agency may recover court costs (and reasonable attorney
fees) in a Brown Act case when (1) the agency has prevailed in
a final determination of the action, and (2) the court finds
that the action was "clearly frivolous and totally lacking
in merit." (§ 54960.5.) The trial court made no finding
on the issue of frivolousness of appellants' action before entering
a cost award in favor of respondents. In light of our conclusions
on the Brown Act issues presented in this appeal, we do not believe
that appellants' action was "frivolous" so as to warrant
an award of costs to respondent. Indeed, we have concluded that
there were violations of the Brown Act in the District's handling
of the 1990 "Impressions" controversy. Accordingly,
we vacate the award of costs to respondents.
Appellants take this issue one step further, however, and
ask this court to award them costs and attorney fees in this
action if the court finds any violations of the Brown Act. An
award of costs and fees to the plaintiff in an action pursuant
to section 54960 or 54960.1 is not mandatory, but rather a matter
entrusted to the sound discretion of the trial court. (§
54960.5; Common Cause v. Stirling, supra, 147 Cal.App.3d at pp.
520-521.) Unlike the court in Common Cause, we do not have the
benefit of a stipulated set of facts, or the trial court's wisdom
on the issue whether appellant should recover its fees and costs
and, if so, in what amount(s). Accordingly, we decline appellants'
invitation to decide this issue in the first instance, and remand
for an exercise of the trial court's discretion in light of our
discussion of the Brown Act.
III. Conclusion
The judgment of the trial court as to the first and fourth
causes of action in appellants' fourth amended petition is affirmed.
As to the third cause of action, we reverse and remand for entry
of an appropriate declaratory judgment as to the Brown Act violations
we have identified. As to the second cause of action, by which
appellants apparently seek a writ of mandamus pursuant to section
54960.1, we reverse and remand for a new hearing including a
determination whether (1) appellants sought relief within *801
the time limits stated in subdivision (b) of that section; and
(2) whether the public meetings of the Board in March and April
1990 "cured and corrected" the previous violations
of the Brown Act, eliminating any resulting prejudice to appellants,
as provided in subdivision (d).
Kline, P. J., and Smith, J., concurred.
A petition for a rehearing was denied October 1, 1993, and
respondents' petition for review by the Supreme Court was denied
November 17, 1993.
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