                                                                     THIRD DIVISION
                                                                     November 15, 2006



Nos. 1-06-0770, 1-06-0894 (Consolidated)

THE COUNTY OF COOK (PROVIDENT HOSPITAL),        )     Appeal from the
                                                )     Illinois Labor Relations
      Petitioner-Appellant,                     )     Board, Local Panel
                                                )
      v.                                        )     Nos. LRC05010
                                                )     LUC5003
ILLINOIS LABOR RELATIONS BOARD, LOCAL           )
PANEL; LOCAL 200, RWDSU, AFL-CIO, CLC;          )
and AMERICAN FEDERATION OF STATE, COUNTY )
AND MUNICIPAL EMPLOYEES, COUNCIL 31,            )
                                                )
      Respondents-Appellees.                    )
____________________________________________________________________________

THE COUNTY OF COOK (PROVIDENT HOSPITAL),                     )       Appeal from the
and AMERICAN FEDERATION OF STATE, COUNTY                     )       Illinois Labor Relations
AND MUNICIPAL EMPLOYEES (AFSCME),                            )       Board, Local Panel
COUNCIL 31, AFL-CIO,                                         )
                                                             )
       Petitioners-Appellants,                               )
                                                             )
       v.                                                    )      Nos. LRC05010
                                                             )      LUC5003
ILLINOIS LABOR RELATIONS BOARD, LOCAL                        )
PANEL; and LOCAL 200, RWDSU, AFL-CIO,                        )
CLC,                                                         )
                                                             )
       Respondents-Appellees.                                )


       JUSTICE GREIMAN delivered the opinion of the court:

       This case concerns the certification of a collective bargaining unit made up of all part-

and full-time employees holding the positions Administrative Assistant III and Administrative

Assistant IV (the AAIIIs and IVs) at Provident Hospital (Provident), one of four hospitals in the
1-06-0770, 1-06-0894 (Consolidated)

Cook County Bureau of Health (the Bureau). The Retail, Wholesale & Department Store Union,

Local 200 (RWDSU), petitioned the Illinois Labor Relations Board, Local Panel (the Board), to

organize all employees holding those positions for collective bargaining purposes while the

American Federation of State, County & Municipal Employees, Counsel 31 (AFSCME), filed a

petition to intervene in the matter and a petition seeking to accrete Provident AAIIIs and IVs to

its existing bargaining unit of Provident employees holding the positions of Administrative

Assistant I and Administrative Assistant II (the AAIs and IIs). An administrative law judge

(ALJ) found that neither RWDSU’s petition for certification nor AFSCME’s petition to accrete

the Provident AAIIIs and IVs was appropriate and recommended their dismissal but that the

employees constituting the petitioned-for unit were not confidential employees. RWDSU and

Cook County filed exceptions. The Board disagreed with the ALJ, finding that the petitioned-for

unit was appropriate and that none of the employees were confidential and ordered an election of

representation. The Provident AAIIIs and IVs elected RWDSU to represent them.

       We consolidated Cook County’s and AFSCME’s appeals. Cook County contends that

the Board erred in finding the AAIIIs and IVs at Provident to be an appropriate bargaining unit

when such a decision will cause fragmentation of the larger group of all Bureau AAIIIs and IVs,

the decision will cause a proliferation of petitions for formation of similar bargaining groups at

other Cook County hospitals and the decision is contrary to the Board’s precedent. Cook County

further contends that the Board erred in finding that the AAIIIs and IVs at Provident were not

confidential employees. AFSCME contends that the Board erred in finding the AAIIIs and IVs at

Provident to be an appropriate bargaining unit when it mischaracterized the ALJ’s factual


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findings, its decision was contrary to precedent and any cases seemingly supportive of the

Board’s decision are distinguishable when viewed in context.

       RWDSU’s representation/certification petition to organize all Provident AAIIIs and IVs

was filed on October 18, 2004. On November 30, 2004, AFSCME filed its petition for unit

clarification to accrete those employees to its existing bargaining unit. On December 13, 2004,

the cases were consolidated. On March 31, 2005, AFSCME filed a petition to intervene in

RWDSU’s representation proceeding. Hearings on the matter were held on November 23, 2004,

February 18, 2005, and April 5, 2005.

       Provident opened as a Cook County hospital facility in 1993 and is one of several Bureau

hospitals. Provident has its own chief operating officer, budget, labor relations office, personnel

office, payroll department, evaluation procedures, attendance policy and personal leave policy.

Provident is certified and accredited separately from the other Bureau hospitals. The other

hospitals in the Bureau are at least seven miles from Provident and the hospitals are not

connected by a centralized shuttle.

       Job classifications, titles, codes and pay grades are county-wide. All Bureau facilities

employ AAIIIs and IVs who all have the same benefits. Nonetheless, Provident institutes its own

personnel policies that conform with the general Bureau policies. If there is a vacancy in an

AAIII or AAIV position at Provident, it is posted at all facilities and a Provident employee

applying for the position will not get preference because he or she is already employed at

Provident. Employees at Provident may apply for positions at other hospitals and vice versa.

Applications for open AAIII and IV positions are reviewed by the Provident human resources


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department and hiring decisions are made by the department that has the vacancy. While

Provident AAIIIs and IVs do not rotate to other facilities within the Bureau, they can be

temporarily reassigned to another facility. However, the evidence suggests that this occurs very

infrequently.

       At the time of the hearings, there were 14 Provident AAIIIs and 17 Provident AAIVs.

They reported to the chairs of the medical departments and administrative department heads

within Provident. AAIIIs and IVs were generally responsible for providing administrative and

secretarial support, attending meetings and taking minutes, coordinating projects and circulating

memoranda. There were nine bargaining units at Provident but the AAIIIs and IVs had never

been included in one. Cook County stipulated that 11 of the Provident AAIIIs and IVs were not

confidential employees.

       Two committees, the executive staff committee and the medical executive committee,

developed Provident policies. The executive staff committee was responsible for setting labor

relations bargaining strategies and policies and developing proposals to present to the Cook

County bargaining committee. The medical executive committee was responsible for instituting

departmental rules, such as rules regarding employee attendance and performance and regulations

and bylaws ensuring compliance with the hospital’s patient care standard.

       Several AAIIIs and IVs and the people to whom they reported testified regarding the

AAIIIs and IVs responsibilities. AAIV Derrick Dowell reported to Dr. Aaron Hamb, the

Provident chief medical officer and a member of both the executive staff committee and the

medical executive committee. Dowell’s responsibilities included researching and reviewing


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physician applications and taking minutes of both committees’ meetings.

       AAIV Rosetta Porter, who reported to Dr. Clifford Crawford, the chairman of the

department of surgery and a member of the medical executive committee, had never heard

discussion of collective bargaining issues at meetings at which she took minutes nor has she

typed memoranda or correspondences about collective bargaining.

       AAIII Edna Miggins, who reported to Dr. Clifton Clarke, the chairman of the department

of internal medicine and a member of the medical executive committee, worked with the

infection control committee. Infection control policies could affect labor relations since

employees were required to comply with the policies.

       AAIVs Lolita Flowers and Gloria Reid-Lockett reported to Orlando Brown, the director

of human resources and labor relations. Brown was responsible for overseeing employees’

benefits, leave and salaries and was a representative on Cook County’s collective bargaining

team. Brown had the power to approve a labor proposal on behalf of Provident. In Brown’s

office, he kept a locked file cabinet containing all of his collective bargaining materials. The

cabinet could be accessed by Flowers and Reid-Lockett, although both testified that they had

never filed anything in the cabinet or otherwise gone into it.

       Flowers testified that most of her time was spent determining whether employees

requesting leave were eligible. She also assisted employees in obtaining fringe benefits. Flowers

testified that she was not involved in collective bargaining. Reid-Lockett testified that she had

attended only one labor management meeting since 1993 and that, while she occasionally handles

grievance intake, she had never taken notes at a meeting involving grievances. Reid-Lockett


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testified that she spent the majority of time maintaining the payroll system.

       On August 19, 2005, the ALJ issued a recommended decision and order finding that

RWDSU’s petition to organize the Provident AAIIIs and IVs and AFSCME’s petition to accrete

those employees into an existing unit were inappropriate. It recommended that both petitions be

dismissed. However, the ALJ found that, should the Board determine that a bargaining unit

comprised of Provident AAIIIs and IVs was appropriate, those employees were not confidential

employees and thus were not barred from participating in the unit.

       RWDSU filed exceptions to the ALJ’s order and Cook County filed cross-exceptions.

While AFSCME filed responses to the exceptions and cross-exceptions, it did not file an

exception to the ALJ’s recommendation that its petition for unit clarification be dismissed.

       The Board disagreed with the ALJ’s finding that a bargaining unit comprised of Provident

AAIIIs and IVs was inappropriate and directed an election for representation, permitting the

Provident AAIIIs and IVs to choose between being represented by RWDSU or AFSCME or not

being represented.

       The Board noted that the record indicates that Provident employees are currently

represented in nine bargaining units. However, the record does not clearly indicate whether these

units are Provident-only or Bureau-wide. The Board took notice of the fact, and the parties do

not dispute, that the Board has certified a unit of Provident-only registered nurses, a unit of

Provident-only AAIs and IIs, a unit of Provident-only technical employees, a unit of Provident-

only pharmacists and a unit of Provident-only practical nurses. In each case, Cook County

stipulated to the appropriateness of a Provident-only unit. In refusing to follow the ALJ’s


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recommendation, the Board found that the ALJ had read County of Cook (Medical Examiner’s

Office), 17 Pub. Employee Rep. (Ill.) par. 3005, No. L-RC-00-019 (ISLRB March 12, 2001)

(hereinafter 17 Pub. Employee Rep. (Ill.) par. 3005), which held that a petition to create a

bargaining unit including employees who hold the same job descriptions, skills, salary and

benefits as excluded employees was inappropriate, too broadly. The Board further found that the

ALJ had not given sufficient weight to Cook County’s pattern of stipulating to the

appropriateness of Provident-only bargaining units.

       Both Cook County and AFSCME appealed and we consolidated those appeals. The

appellants moved to stay certification of RWDSU as the employees’ representative pending our

review of the matter. We denied the motion.

       We begin by addressing the question of whether a Provident AAIII and IV bargaining unit

is appropriate. Because this issue presents a mixed question of fact and law, “requiring an

examination of the legal effect of a given set of facts,” we apply a clearly erroneous standard of

review. Illinois Fraternal Order of Police Labor Council v. Illinois Local Labor Relations Board,

319 Ill. App. 3d 729, 736 (2001). Put another way, the Board’s “resolution of such questions

will be upheld if ‘reasonable, consistent with labor law and based on findings supported by

substantial evidence.’ ” Illinois Fraternal Order of Police Labor Council, 319 Ill. App. 3d at 736,

quoting Northwest Mosquito Abatement District v. Illinois State Labor Relations Board, 303 Ill.

App. 3d 735, 742 (1999).

       Section 9(b) of the Illinois Public Labor Relations Act (the Act) (5 ILCS 315/1 et seq.

(West 2004)) provides:


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               “The Board shall decide in each case, in order to assure public employees

       the fullest freedom in exercising the rights guaranteed by this Act, a unit

       appropriate for the purpose of collective bargaining, based upon but not limited to

       such factors as: historical pattern of recognition; community of interest including

       employee skills and functions; degree of functional integration; interchangeability

       and contact among employees; fragmentation of employee groups; common

       supervision, wages, hours and other working conditions of the employees

       involved; and the desires of the employees.” (Emphasis added.) 5 ILCS 315/9(b)

       (West 2004).

Section 9(b) of the Act does not require that a proposed unit be the most appropriate or the only

appropriate unit. Illinois Fraternal Order of Police Labor Counsel, 319 Ill. App. 3d at 743, citing

County of Peoria v. Illinois State Labor Relations Board, 305 Ill. App. 3d 827, 832 (1999).

       Cook County and AFSCME argue that, in finding the unit at issue appropriate, the Board

went against its many prior decisions that have held that “where an employer has an established

and centralized job classification system *** a presumption of inappropriateness is warranted

solely by virtue of the fact that the petitioner has sought only a portion of employees who

perform duties in identical job classifications.” County of Cook (Medical Examiner’s Office), 17

Pub. Employee Rep. (Ill.) par. 3005, citing DuPage County Board, 1 Pub. Employee Rep. (Ill.)

par. 2003, Nos. S-RC-9, S-RC-17 (ISLRB April 26, 1985). They argue that the Board’s finding

that the proposed unit was appropriate was clearly erroneous because RWDSU failed to

overcome the presumption of inappropriateness when all AAIIIs and IVs in the Bureau share


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comparable wages, benefits, hours and skills. See County of Cook (Medical Examiner’s Office),

17 Pub. Employee Rep. (Ill.) par. 3005.

       The Board and RWDSU argue, and we agree, that a different standard applies in cases

concerning health care providers and note that the majority of the cases cited by Cook County

and AFSCME for the presumption of inappropriateness do not concern health care providers.

See, e.g., County of Cook (Medical Examiner’s Office), 17 Pub. Employee Rep. (Ill.) par. 3005

(concerning petition for unit of clerical workers only in the Cook County office of the medical

examiner); American Federation of State, County and Municipal Employees, 2 Pub. Employee

Rep. (Ill.) par. 3027, No. L-RC-86-05 (ISLRB November 13, 1986) (concerning petition for unit

of caseworkers only in the Cook County department of supportive services); Combined Counties

Police Ass’n, 3 Pub. Employee Rep. (Ill.) par. 3016, No. L-RC-87-02 (ISLRB March 18, 1987)

(concerning petition for unit of investigators only in the Cook County office of the medical

examiner); Public Service Employees Union, Local 46, 12 Pub. Employee Rep. (Ill.) par. 3012,

No. L-RC-96-011 (ISLRB April 15, 1996) (concerning addition of certain employees at county

juvenile detention facility to existing county-wide units).

       In General Service Employees Union, Local 73, 5 Pub. Employee Rep. (Ill.) par. 3014,

No. L-RC-88-41 (ISLRB April 26, 1989) (hereinafter 5 Pub. Employee Rep. (Ill.) par. 3014), the

petitioner sought to form and represent a bargaining unit of various professional titles at Cook

County Hospital. Excluded from the unit would be professionals holding the same titles at two

of the Cook County’s other hospitals. Cook County opposed the petition arguing that the only

appropriate bargaining unit would encompass all employees holding those titles at all three


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institutions. The hearing officer adopted Cook County’s position and the petitioner filed

exceptions. The Board noted that in the cases cited by the hearing officer, it had held that “non-

hospital employees of the County holding identical titles should be combined in single units,

rather than fragmented along departmental lines,” but that the case before the Board was “the

first case *** in which the Board is asked to apply the same doctrine to employees exclusively

within the County’s hospital sector.” General Service Employees Union, Local 73, 5 Pub.

Employee Rep. (Ill.) par. 3014. The Board turned to the federal cases of Long Island Jewish-

Hillside Medical Center v. National Labor Relations Board, 685 F.2d 29 (2d Cir. 1982), and

Montefiore Hospital & Medical Center, 261 NLRB 569 (April 30, 1982), for guidance and

identified several factors to consider in determining whether a single-facility or a multiple-

facility unit is appropriate for representing employees of a multisite health care provider. The

factors identified by the Board included:

               “1. Whether the multiple facilities are considered a single entity for

       purposes of certification or accreditation;

               2. Whether administration of the various facilities is centralized;

               3. Whether labor and personnel policies and benefits are the same among

       all the facilities;

               4. Whether job openings are posted throughout all the facilities, and hiring

       done centrally rather than locally;

               5. Whether employees frequently transfer among the facilities;

               6. Whether the facilities’ departments are ‘unified’ or there is otherwise


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       significant interaction among the employees;

               7. Whether the facilities are geographically proximate or are joined by a

       shuttle transportation network;

               8. Whether there is a history or pattern of combining comparable

       employees of the various facilities in single units.” General Service Employees

       Union, Local 73, 5 Pub. Employee Rep. (Ill.) par. 3014.

Because insufficient evidence had been adduced to determine the outcome of the factors, the

Board remanded the case to the hearing officer.

       On remand, after reviewing the factors articulated by the Board, the hearing officer found

that because each of Cook County’s hospitals generally operated independently, was

independently accredited and had separate labor and personnel departments, the single-facility

unit was appropriate. No exceptions were filed and the Board found the hearing officer’s

recommendation final and directed an election. See General Service Employees Union, Local

73, 7 Pub. Employee Rep. (Ill.) par. 3009, No. L-RC-88-41 (ISLRB January 30, 1991).

       Although AFSCME cites National Pharmacists Association, 7 Pub. Employee Rep. (Ill.)

par. 3028, No. L-RC-91-008 (ISLRB June 12, 1991) (hereinafter 7 Pub. Employee Rep. (Ill.) par.

3028), for the proposition that the Board has held that a single-facility bargaining unit is

improper for employees of a multisite health care provider, we find that case distinguishable. In

National Pharmacists Association, the petitioner sought to sever all pharmacists at Oak Forest

Hospital from an existing multifacility bargaining unit. The hearing officer recommended that

the petition be dismissed, no exceptions were filed, and the Board dismissed the petition on the


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hearing officer’s nonprecedential recommendation. The hearing officer had noted that, in order

to establish that severing the Oak Forest pharmacists was appropriate, the petitioner was required

to show that those employees shared a significant and distinct community of interest and that

they had had problems with other segments of the existing bargaining unit. The hearing officer

examined the eight factors articulated in General Service Employees Union, Local 73 and noted

that, under those factors, “at best the record establishes that a pharmacists only bargaining unit

limited to Oak Forest hospital could constitute an appropriate unit.” National Pharmacists

Association, 7 Pub. Employee Rep. (Ill.) par. 3028. However, that was not the issue, nor the

standard, before the hearing officer, and she concluded that, though the unit could be appropriate,

because the Oak Forest pharmacists could show neither a distinct community of interest nor

problems with the existing unit, severance was inappropriate.

       The question before the Board and this court is not whether Provident AAIIIs and IVs

should be permitted to sever ties with an existing bargaining unit, as was the question before the

National Pharmacists Association hearing officer, but is instead whether a unit comprised of only

those employees is appropriate. Accordingly, National Pharmacists Association is

distinguishable. The other cases involving multisite health care providers cited by AFSCME are

also distinguishable. See General Service Employees Union, Local 73, 3 Pub. Employee Rep.

(Ill.) par. 3023, No. L-RC-87-13 (ISLRB July 15, 1987) (finding inappropriate a bargaining unit

of all county hospital social workers when a large number of other unrepresented health care

professional employees shared a community of interest and were functionally integrated); Shirley

Reitz, 4 Pub. Employee Rep. (Ill.) par. 3027, No. L-RD-88-04 (ISLRB April 25, 1988) (finding


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that severance of clinical pharmacists from unit made up of hospital’s staff and clinical

pharmacists was inappropriate when the groups shared a sufficient community of interest).

       In light of the above discussion, we will consider the factors set out in section 9(b) of the

Act, as well as the eight factors set out General Service Employees Union, Local 73, in

determining whether the Board erred in finding that a unit of Provident AAIIIs and IVs was

appropriate. In this case, Provident is accredited and certified separately from other Bureau

hospitals. It has its own chief operating officer, budget, labor relations, personnel and payroll

departments. While Provident’s personnel policies must conform with the Bureau’s policies, it

does exercise a degree of autonomy in setting rules and regulations for employees. Nonetheless,

benefits and salary for AAIIIs and IVs are county-wide. When a vacancy in an AAIII or IV

position occurs, Provident independently reviews applications for the position, interviews

applicants and makes a hiring decision. There was no evidence that Bureau AAIIIs and IVs

frequently transfer between Bureau facilities or that they have significant interaction with AAIIIs

or IVs at other Bureau facilities. Bureau facilities are not located close to each other and are not

joined by a shuttle. Finally, there is no pattern of combining comparable employees of the

Bureau into single units. In fact, the opposite is true. Given these facts, while some

fragmentation and proliferation may occur as a result of the Board’s decision, we cannot say that

the Board’s determination that a Provident AAIII and IV bargaining unit was appropriate was

clearly erroneous.

       With regard to this issue, we also reject AFSCME’s argument that the Board’s alleged

mischaracterization of the ALJ’s finding that “there was no particular cohesiveness of the


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AAIII’s and IV’s [sic] at Provident,” in some way rendered its decision erroneous. We further

reject AFSCME’s largely undeveloped argument that the Board’s decision was erroneous

because the Bureau had established, prior to Provident’s conversion to a Cook County hospital in

1993, a pattern of multisite bargaining units. First, simply because multisite units were deemed

appropriate does not mean that a single-site unit could not also be appropriate. See Illinois

Fraternal Order of Police Labor Counsel, 319 Ill. App. 3d at 743. Furthermore, the fact that

multisite units have been endorsed in the past does not change the fact that Cook County has

repeatedly stipulated to the appropriateness of Provident-only bargaining units.

       Lastly, in its reply brief, AFSCME raises for the first time the contention that a bargaining

unit comprised of Provident AAIIIs and IVs is inappropriate because it excludes those employees

in the positions of AAI and II. AFSCME represents the Provident AAIs and IIs. Accordingly,

this argument was the subject of AFSCME’s petition for unit clarification in which it sought to

accrete the AAIIIs and IVs into its existing bargaining unit. As noted above, the ALJ

recommended that the petition be dismissed. In its order, the Board noted that “[t]here are no

exceptions to that determination, and we decline to review it on our own motion, allowing it to

remain non-precedential, binding only upon the parties to this proceeding.” In addition to failing

to take exception to the ALJ’s determination regarding its petition for unit clarification,

AFSCME did not argue before the Board that a Provident AAIII and IV bargaining unit was

inappropriate because it failed to include AAIs and IIs. Accordingly, we find this argument

waived and refuse to address it. See Moore v. Illinois State Labor Relations Board, 206 Ill. App.

3d 327, 338 (1990), quoting 80 Ill. Adm. Code §1220.60, at 2626 (Supp. 1988) (“ ‘[a]ny


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exception to a ruling, finding, conclusion, or recommendation which is not specifically urged

shall be deemed to have been waived’ ”).

       Cook County further contends that several of the Provident AAIIIs and IVs were

confidential employees. A confidential employee is one

               “who, in the regular course of his or her duties, assists and acts in a

       confidential capacity to persons who formulate, determine, and effectuate

       management policies with regard to labor relations or who, in the regular course

       of his or her duties, has authorized access to information relating to the

       effectuation or review of the employer’s collective bargaining policies.” 5 ILCS

       315/3(c) (West 2004).

Confidential employees are not “public employees” or “employees” for purposes of the Act (5

ILCS 315/3(n) (West 2004)), and therefore the Act does not apply to them (see 5 ILCS 315/2

(West 2004)). “The purpose of excluding confidential employees is to keep employees from

‘having their loyalties divided’ between their employer and the bargaining unit which represents

them.” Chief Judge of the Circuit Court of Cook County v. American Federation of State,

County & Municipal Employees, Council 31, 153 Ill. 2d 508, 523 (1992). An employer who

wishes to exclude an employee from a bargaining unit because the employee is a confidential

employee bears the burden of proving that fact. Chief Judge of the Circuit Court of Cook County,

18 Pub. Employee Rep. (Ill.) par. 2016, No. S-RC-01-077 (ISLRB February 27, 2002). In fact,

an employer may choose to waive its right to address the status of an employee. See Chief Judge

of the Circuit Court of Cook County, 153 Ill. 2d at 513 (noting that, at oral argument before the


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supreme court, the employer waived the right to address the status of certain employees when

“the employer had been working with this bargaining unit in place for almost three years, the

employer had grown comfortable with the fact that the office was able to function while these

employees were represented” by the bargaining unit). The Board’s determination of whether an

employee is a confidential employee under the Act will be reversed if it is contrary to the

manifest weight of the evidence. Chief Judge of the Circuit Court of Cook County, 153 Ill. 2d at

514.

       The Board has articulated three tests to determine if an employee is a confidential

employee based on the language of section 3(c) of the Act. An employer need only prove an

employee’s confidentiality under one of the three tests. Chief Judge of the Circuit Court of Cook

County, 153 Ill. 2d at 523, citing County of Peoria, 2 Pub. Employee Rep. (Ill.) par. 2022, Nos.

S-RC-4, S-RC-54, S-RC-56 (ISLRB April 29, 1986).

       Cook County agrees that 11 of the Provident AAIIIs and IVs were not confidential

employees. It argues that the remaining AAIIIs and IVs are confidential employees under the

first and second of the three tests because they report to members of the executive staff

committee and the medical executive committee.

       Under the labor-nexus test:

       “[I]f an employee assists in a confidential capacity in the regular course of his or

       her duties a person or persons who formulate, determine or effectuate labor

       relations policies, then the employee holds confidential status. The person

       assisted by the employee must perform all three functions-formulating,


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       determining and effectuating-before a finding of confidentiality can be made.”

       Chief Judge of the Circuit Court of Cook County, 153 Ill. 2d at 523.

Under the authorized access test, “[s]hould the employee have authorized access to information

concerning matters specifically related to the collective-bargaining process between labor and

management, the employee is deemed confidential.” Chief Judge of the Circuit Court of Cook

County, 153 Ill. 2d at 523.

       Cook County presented evidence concerning five AAIIIs and IVs who reported to

members of the executive staff committee, which is responsible for establishing overall hospital

policies, including policies concerning labor relations and bargaining strategies, and the medical

executive committee, which establishes clinical policies. Presumably, the evidence regarding

these five AAIIIs and IVs was to be representative of all Provident AAIIIs and IVs who reported

to committee members.

       Porter and Miggins assisted doctors who were members of the medical executive

committee. There was no evidence presented that either Porter or Miggins had access,

authorized or otherwise, to information related to the collective bargaining process or that the

doctors to whom they reported formulated, determined or effectuated labor relations policies.

Accordingly, the Board did not err in finding that Porter and Miggins were not confidential

employees.

       While Dowell assisted Dr. Hamb, who was a member of both committees, including the

executive staff committee, which established labor policies, and took notes at both committees’

meetings, there was no direct evidence presented that he had access to information concerning


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the collective bargaining process. Moreover, while Dr. Hamb may have helped formulate and

determine labor policies, according to the testimony of Brown, Provident’s director of human

resources and labor relations, those policies were effectuated by Brown. Accordingly, the

Board’s determination that Dowell was not a confidential employee was not contrary to the

manifest weight of the evidence.

       Cook County also presented evidence concerning the employment of Flowers and Reid-

Lockett, who reported to Brown, the director of human resources and labor relations and a

member of both the executive staff committee and the medical executive committee. Brown

testified that, as Provident’s director of human resources and labor relations, he was responsible

for formulating and effectuating labor relations policies. Brown kept files related to collective

bargaining and labor relations in a locked filing cabinet in his office. The keys to that cabinet

were locked in another cabinet in the human resources office. Brown testified that Flowers and

Reid-Lockett had the means to open the cabinet containing the keys. Flowers and Reid-Lockett

each testified that she did not regularly perform work related to collective bargaining. Flowers

testified that she did not know where Brown kept his collective bargaining files and Reid-Lockett

testified that she did not know which files in Brown’s office related to collective bargaining.

       Though they assisted Brown, who formulated, determined and effectuated labor relations

policies, there was not sufficient evidence presented that Flowers and Reid-Lockett assisted him

in a confidential capacity in the regular course of their duties. See Chief Judge of the Circuit

Court of Cook County, 153 Ill. 2d at 525 (noting that an employee who assisted a person who

formulated, determined and effectuated labor relations policies and, in the course of that


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employment, occasionally took notes at labor relations meetings would not be considered a

confidential employee because she did not “act in a confidential capacity in the regular course of

his or her duties” (emphasis in original)). Moreover, though they had the means to access

information related to collective bargaining, neither Flowers nor Reid-Lockett knew exactly

where such information was kept and there was little evidence presented that they were

“authorized” to access that information. Accordingly, the Board’s determination that Flowers

and Reid-Lockett were not confidential employees was not contrary to the manifest weight of the

evidence. Moreover, the evidence supported the Board’s more general conclusion that Cook

County had not met its burden of proving that any of the Provident AAIIIs and IVs were

confidential employees.

       For the above-stated reasons, we affirm the Board’s decision and order.

       Affirmed.

       THEIS, P.J., and KARNEZIS, J., concur.




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