Judge: Armen Tamzarian, Case: 24STCV10253, Date: 2024-09-23 Tentative Ruling

Please notify Department 52 via email at smcdept52@lacourt.org and indicate that the parties are submitting on the tentative ruling. Please provide the attorney's name and represented party. Please notify the opposing side via email if submitting on the Court's tentative ruling.




Case Number: 24STCV10253    Hearing Date: September 23, 2024    Dept: 52

Defendant Tesla, Inc.’s Motion to Compel Arbitration of Individual PAGA Claim and Stay Remaining Non-Individual PAGA Claims

Defendant Tesla, Inc. (formerly known as Tesla Motors, Inc.) moves to compel arbitration of plaintiff Jack Panossian’s individual claims under the Private Attorneys General Act (PAGA) and stay the representative PAGA claims.  (See Viking River Cruises, Inc. v. Moriana (2022) 596 U.S. 639, 662-663 (Viking River); Adolph v. Uber Technologies, Inc. (2023) 14 Cal.5th 1104, 1113-1114 (Adolph) [discussing arbitrable “individual” PAGA claims and nonarbitrable representative or “non-individual” claims].)

FAA’s Transportation Worker Exception does not apply

            Plaintiff argues the Federal Arbitration Act (FAA) does not apply because this case falls within the transportation worker exception to the act.  He further contends that “[b]ecause the FAA does not control here, substantive California law applies  . . . and pursuant to Labor Code §§ 229 and 432.6, Plaintiff’s suit may be maintained without regard to the existence of any private agreement to arbitrate.”  (Opp., p. 5.)       The court does not reach the issue of whether Labor Code sections 229 and 432.6 prohibit an order compelling arbitration in this case because the court rejects plaintiff’s argument regarding the FAA.

            The FAA does not “apply to contracts of employment of seamen, railroad employees, or any other class of workers engaged in foreign or interstate commerce.”  (9 U.S.C. § 1.)  “[A] transportation worker’s employment agreement does not become subject to the FAA simply because the agreement declares that it is subject to the FAA.  By stating that it is subject to and governed by the FAA, the agreement necessarily incorporates section 1 of the FAA, which includes the exemption for transportation workers.”  (Garrido v. Air Liquide Industrial U.S. LP (2015) 241 Cal.App.4th 833, 839–840.)

Plaintiff does not meet his burden of showing he belonged to “a class of workers engaged in foreign or interstate commerce.”  (9 U.S.C. § 1.)  “The party opposing arbitration bears the burden of demonstrating that the exemption applies.”  (Performance Team Freight Systems, Inc. v. Aleman (2015) 241 Cal.App.4th 1233, 1241.)  This exception does not require the employee to “work for a company in the transportation industry.”  (Bissonnette v. LePage Bakeries Park St., LLC (2024) 601 U.S. 246, 252.)  Instead, “a transportation worker is one who is ‘actively’ ‘ “engaged in transportation” of ... goods across borders via the channels of foreign or interstate commerce.’  [Citation.]  In other words, any exempt worker ‘must at least play a direct and “necessary role in the free flow of goods” across borders.’ ”  (Id. at p. 256.)  The transportation worker exception “emphasizes the actual work that the members of the class, as a whole, typically carry out.”  (Southwest Airlines Co. v. Saxon (2022) 596 U.S. 450, 456 (Saxon).) 

Plaintiff’s final position at Tesla was as a “Parts Advisor for the Parts Department at Tesla’s Burbank Service Center.”  (Panossian Decl., ¶ 3.)  Plaintiff testifies, “As a Parts Advisor for Tesla, I handled a variety of responsibilities.  My main job objective was to facilitate the ordering, movement, and acquisition of parts and equipment for the various Tesla electric vehicles the Service Center serviced on a daily basis.  In order to fulfill that objective, I worked closely with other departments of the Service Center, including the in-house technicians who – like mechanics – were responsible for the actual repairing and diagnostics of the Tesla vehicles.”  (Id., ¶ 4.) 

Plaintiff further states that, when needed parts were not in stocked at the Burbank Service Center or other nearby centers, he would order parts “from out of state” or “from outside of the United States.”  (Panossian Decl., ¶ 5.)  If nearby centers had the part, he would “make arrangements, i.e., mailing or courier service, to have that part sent or picked up for transport.”  (Ibid.)

Plaintiff testifies he “also submitted orders to request delivery of lithium-ion battery packs for the various Tesla electric vehicles.”  (Panossian Decl., ¶ 6.)  “On a weekly basis, 6 to 8 battery packs would be delivered to our Service Center on an eighteen-wheeler semi-truck.”  (Ibid.)  “[T]hese battery packs originated from out of state.”  (Ibid.)  Plaintiff “had to use the Service Center’s forklift truck, drive over to the trailer of the semi-trailer truck, secure and unload the battery packs from the semi-truck’s trailer and organize or store it within the Service Center.”  (Ibid.)  Plaintiff similarly “would use the forklift truck to” unload windshields and “would sometimes use the forklift truck to” unload tires.  (Id., ¶ 7.)

Finally, plaintiff testifies he “maintained responsibilities in the orderly packaging and shipping of various return items,” such as “the battery, CPU, air conditioning systems, condensers, [and] circuit boards … of Tesla electric vehicles.”  (Panossian Decl., ¶ 8.)  He was “responsible for the repackaging and printing of shipping labels” and would send the items “to other locations in and outside of California.”  (Ibid.)

With its reply brief, defendant submitted the declaration of Faiz Malik, a senior regional manager of Tesla’s service and collision parts operations.  (Malik Decl., ¶ 1.)  He testifies, “Plaintiff’s manager directly reported to me during Plaintiff’s employment with Tesla.”  (Id., ¶ 2.)  “The primary role of a Parts Advisor is to support repairs of Tesla’s products.  A Parts Advisor is responsible for locating, ordering, and organizing parts that are used by Technicians in the repair of Tesla vehicles.  Except in rare instances, when a Parts Advisor sources a part, the part is already in Tesla’s possession because Tesla has manufactured the part itself or it has already taken possession of the part from a vendor.  A Parts Advisor typically sources parts from the inventory of the Service Center where they work, and sometimes they source parts from another Tesla Service Center or distribution center.  Parts Advisors are not responsible for shipping, receiving, or delivering Tesla’s finished vehicles.  Parts Advisors play no role in transporting goods across state or international borders.”  (Id., ¶ 4.)

Malik further testifies, “The physical component of the job – where Parts Advisors are involved with the physical movement of parts – is limited.  The bulk of the job involves non-physical tasks such as monitoring inventory within the parts system, communicating parts updates and availability with relevant team members, preparing internal orders, reviewing upcoming appointments and ensuring they are properly prepared and documented in Tesla’s system, among other tasks, where they are not involved in the movement of parts.”  (Malik Decl., ¶ 6.)  He states, “A Parts Advisor in California does not frequently handle delivery of Tesla batteries, windshields, or tires.  On average, a Parts Advisor spends about 10 to 15 minutes a week handling deliveries of Tesla battery packs to service centers, about 20 to 40 minutes a week handling the delivery of windshields, and about 25 minutes of their workday handling the delivery of tires.  A Parts Advisor in California typically spends about a maximum of 30 minutes a week on handling the packing and shipping of return items.”  (Id., ¶ 10.) 

Malik also testifies that most Tesla parts that plaintiff would order originated in California: “There are more than 50 Service Centers in California, including multiple Service Centers in Southern California.  Tesla also has multiple distribution centers in California, including the Lathrop distribution center, which is the largest distribution center in the United States.  Given the sheer number and size of the Service Centers and distribution centers in California, the vast majority of the parts that a Parts Advisor in California sources originate from Service Centers and distribution centers within California.  Based on my review of Tesla’s data maintained in the ordinary course of business, approximately 85-90% of parts that Parts Advisors source originate from Service Centers and distribution centers in California.”  (Malik Decl., ¶ 8.)  Moreover, Malik testifies that “approximately 85% of the time,” the Service Center already stocks the parts needed for a repair.  (Id., ¶ 9.)

Based on this record, the court finds plaintiff does not meet his burden of showing he was a transportation worker.  The work plaintiff performs differs substantially from that in Saxon.  There, though the employee’s job title was a “ramp supervisor” (596 U.S. at p. 454), the Supreme Court repeatedly referred to how “frequently” the plaintiff physically loaded and unloaded cargo (id. at pp. 450, 453, 454, 455, 456, 463).  The Court defined the “class of workers” as “cargo loaders.”  (Id. at p. 461.)  “[A]irplane cargo loaders plainly do perform ‘activities within the flow of interstate commerce’ when they handle goods traveling in interstate and foreign commerce, either to load them for air travel or to unload them when they arrive.”  (Id. at p. 463.)  The Court concluded the plaintiff “frequently loads and unloads cargo on and off airplanes that travel in interstate commerce” and “therefore belongs to a ‘class of workers engaged in foreign or interstate commerce’ to which § 1’s exemption applies.”  (Ibid.)  In this case, plaintiff might be a transportation worker if the relevant class of workers were forklift drivers, which is analogous to cargo loaders.  That is not the relevant class of workers.  The record shows plaintiff only occasionally uses a forklift to unload cargo. 

The relevant class of workers is “parts advisors,” which primarily means managing inventory.  Aside from driving a forklift to unload cargo, none of plaintiff’s other duties are those of a transportation worker. 

Plaintiff also relies on authority about warehouse workers.  In Ortiz v. Randstad Inhouse Services, LLC (9th Cir. 2024) 95 F.4th 1152, 1161 (Ortiz), the employee did “warehouse work: transporting packages to and from storage racks, helping other employees in obtaining packages so they could be shipped, and assisting the Outflow Department to prepare packages for their subsequent shipment.”  The court analogized to Saxon: “Like Saxon, Ortiz handled Adidas products near the very heart of their supply chain.  In each case, the relevant goods were still moving in interstate commerce when the employee interacted with them, and each employee played a necessary part in facilitating their continued movement.”  (Id. at p. 1162.)  The court concluded, “Saxon ensured that baggage would reach its final destination by taking it on and off planes, while Ortiz ensured that goods would reach their final destination by processing and storing them while they awaited further interstate transport.”  (Ibid.)

In contrast, plaintiff, is not part of an “ongoing interstate journey to [the goods’] final destination.”  (Ortiz, supra, 95 F.4th at p. 1162.)  He worked at the goods’ final destination, at least as for the approximately 85% of parts that were already stocked at his workplace.  (Malik Decl., ¶ 9.)  A product’s interstate journey ends if it is “transformed,” such as “constituent ingredients” being made “into meals.”  (Carmona Mendoza v. Domino's Pizza, LLC (9th Cir. 2023) 73 F.4th 1135, 1138.)  That is what occurred at plaintiff’s workplace.  Malik testifies, “Tesla’s Service Centers use the component parts to perform repairs, maintenance and other services on Tesla vehicles that it had previously sold to its customers.  After the Service Tesla’s Service Centers use the component parts to perform repairs, maintenance and other services on Tesla vehicles that it had previously sold to its customers.”  (Malik Decl., ¶ 5.) 

Plaintiff’s class of workers is not one that unloads, transports, or prepares cargo during its interstate journey.  Nearly his entire job concerned ordering vehicle parts to be used to complete repairs at his workplace in Burbank.  He did not transport the parts to other service centers or to consumers.  He only sometimes unloaded parts before they were used for repairs.  Plaintiff does not meet his burden of showing he falls within the FAA’s transportation worker exemption.  The FAA applies and therefore preempts Labor Code sections 229 and 432.6, which plaintiff contends would otherwise permit him to avoid arbitration.

Unconscionability

            Plaintiff argues the agreement is unconscionable.  Unconscionability requires both procedural and substantive unconscionability using a sliding scale.  (OTO, L.L.C. v. Kho (2019) 8 Cal.5th 111, 125.)  “Procedural unconscionability focuses on the elements of oppression and surprise.”  (Serafin v. Balco Properties Ltd., LLC (2015) 235 Cal.App.4th 165, 177.)  “Substantive unconscionability focuses on the actual terms of the agreement and evaluates whether they create overly harsh or one-sided results.  (Ibid., internal quotes omitted.)

Plaintiff shows a low degree of procedural unconscionability.  “ ‘Arbitration contracts imposed as a condition of employment are typically adhesive.’ ” (Davis v. Kozak (2020) 53 Cal.App.5th 897, 906 (Davis).)  “By itself, however, adhesion establishes only a ‘low’ degree of procedural unconscionability.”  (Id. at p. 907.)  Plaintiff shows nothing oppressive or surprising other than adhesion.  Including the arbitration provision in a four-page letter was not surprising or inconspicuous. 

Plaintiff shows no substantive unconscionability.  He argues the provision permitting injunctive relief is not mutual because that term typically favors employers.  A provision that is facially mutual may “be substantively unconscionable when it requires the employee to arbitrate the claims he or she is mostly likely to bring, but allows the employer to go to court to pursue the claims it is most likely to bring.”  (Carbajal v. CWPSC, Inc. (2016) 245 Cal.App.4th 227, 248.)

Here, the parties’ agreement provides, “Nothing in this agreement is intended to prevent either you or Tesla from obtaining injunctive relief in court to prevent irreparable harm pending the conclusion of any such arbitration; thus, claims for temporary or emergency injunctive relief to preserve the status quo prior to and/or in aid of arbitration are permitted.”  (Flesch Decl., Ex. 1, p. 3.) 

This provision is comparable to one the California Supreme Court held was not unconscionable.  Even assuming “employers are, in general, more likely than employees to seek provisional relief during the pendency of an arbitration,” a clause permitting provisional relief “does no more than recite the procedural protections already secured by [Code of Civil Procedure] section 1281.8(b), which expressly permits parties to an arbitration to seek preliminary injunctive relief during the pendency of the arbitration.”  (Baltazar v. Forever 21, Inc. (2016) 62 Cal.4th 1237, 1247.)

Plaintiff also argues the agreement is substantively unconscionable because it purports to waive unwaivable rights to bring representative actions, including PAGA or class actions.  But, as plaintiff acknowledges, if the FAA applies, it preempts California law and thereby makes those rights waivable.  Regardless, if this provision were substantively unconscionable, it would be severable.  “The strong legislative and judicial preference is to sever the offending term and enforce the balance of the agreement” unless the agreement is “permeated by unconscionability.”  (Lange v. Monster Energy Company (2020) 46 Cal.App.5th 436, 453, internal quotes, citations, and alterations omitted.)  Plaintiff identifies at most a single unconscionable provision.  Unconscionability does not permeate the agreement.  The lone purportedly unconscionable term could be severed. 

Individual PAGA Claim

Plaintiff argues defendant cannot move to compel his individual PAGA claims because there is no such thing.  He contends, “[A]n individual PAGA claim is a fiction born from Viking River.”  (Opp., p. 17.)  This court, however, is bound by Viking River.  Moreover, while some decisions by the California Court of Appeal have criticized the “legal fiction” plaintiff challenges, the California Supreme Court confirmed its overall validity in Adolph.

Plaintiff relies on Balderas v. Fresh Start Harvesting, Inc. (2024) 101 Cal.App.5th 533 (Balderas), which held, “[A]n employee who does not bring an individual claim against her employer may nevertheless bring a PAGA action for herself and other employees of the company.”  (Id. at p. 536.)  “The inability for an employee to pursue an individual PAGA claim does not prevent that employee from filing a representative PAGA action.”  (Id. at p. 537.)  The court held the plaintiff had standing to bring a PAGA action based on the following principle: “There are only two requirements for PAGA standing.  ‘The plaintiff must allege that he or she is (1) “someone ‘who was employed by the alleged violator’ ” and (2) someone “ ‘against whom one or more of the alleged violations was committed.’ ” ’ ”  (Id. at pp. 538-539, quoting Adolph, supra, 14 Cal.5th at p. 1122.)

Plaintiff’s reliance on Balderas is misplaced.  The Court of Appeal did not review a motion to compel arbitration.  Rather, it reversed the trial court’s order striking the plaintiff’s complaint on the basis that the plaintiff had no standing “because she had not filed an individual action seeking PAGA relief for herself.”  (Balderas, supra, 101 Cal.App.5th at p. 536.)  That an employee has standing to bring non-individual PAGA claims (without individual PAGA claims) has no bearing on the extent to which an employer can compel arbitration of disputes involved in non-individual PAGA claims.

Assuming plaintiff brings only representative or non-individual PAGA claims in this action, plaintiff still agreed to arbitrate an essential element of that dispute.  The parties’ arbitration agreement provides, “[T]o ensure the rapid and economical resolution of disputes that may arise in connection with your employment with Tesla, you and Tesla agree that any and all disputes, claims, or causes of action, in law or equity, arising from or relating to your employment.”  (Flesch Decl., Ex. 1, p. 2.) 

Bringing a representative PAGA claim requires plaintiff to resolve a dispute arising from his employment: whether he is an aggrieved employee under PAGA.  “To have PAGA standing, a plaintiff must be an ‘aggrieved employee’ — that is, (1) ‘someone “who was employed by the alleged violator” ’ and (2) ‘ “against whom one or more of the alleged violations was committed.” ’ ”  (Adolph, supra, 14 Cal.5th at p. 1114.)  Determining whether defendant violated plaintiff’s rights under the Labor Code is both (a) necessary for him to have standing in this action, and (b) an arbitrable “dispute” under the parties’ arbitration agreement.

The Federal Arbitration Act generally requires enforcing written agreements “to settle by arbitration a controversy … arising out of” a contract.  (9 U.S.C. § 2.)  Similarly, the California Arbitration Act generally requires ordering arbitration of a “controversy” when a party establishes “the existence of a written agreement to arbitrate a controversy.”  (Code Civ. Proc., § 1281.2.)  Plaintiff’s non-individual PAGA claims include a “controversy” he agreed to arbitrate: whether defendant committed any Labor Code violations against him.  Plaintiff has not established any basis permitting the court to refuse to enforce the arbitration agreement as to that controversy. 

Adolph contemplated this scenario.  The California Supreme Court stated Uber had “no convincing argument” against the plaintiff’s proposal that “his PAGA action could proceed in the following manner if he were ordered to arbitrate his individual PAGA claim: First, the trial court may exercise its discretion to stay the non-individual claims pending the outcome of the arbitration pursuant to section 1281.4 of the Code of Civil Procedure.  Following the arbitrator’s decision, any party may petition the court to confirm or vacate the arbitration award under section 1285 of the Code of Civil Procedure.  If the arbitrator determines that Adolph is an aggrieved employee in the process of adjudicating his individual PAGA claim, that determination, if confirmed and reduced to a final judgment [citation], would be binding on the court, and Adolph would continue to have standing to litigate his nonindividual claims.  If the arbitrator determines that Adolph is not an aggrieved employee and the court confirms that determination and reduces it to a final judgment, the court would give effect to that finding, and Adolph could no longer prosecute his non-individual claims due to lack of standing.”  (Adolph, supra, 14 Cal.5th at pp. 1123-1124.)  That procedure is appropriate in this action.   

Disposition

            Defendant Tesla, Inc.’s motion to compel arbitration and stay proceedings is granted.  The court hereby orders plaintiff Jack Panossian to arbitrate his individual PAGA claims and the controversy over whether he is an “aggrieved employee” under PAGA.  The court hereby stays the entire action pending resolution of the arbitration proceeding.