Judge: Barbara M. Scheper, Case: 23STCV15061, Date: 2023-11-13 Tentative Ruling




Case Number: 23STCV15061    Hearing Date: November 13, 2023    Dept: 30

Dept. 30

Calendar No.

Ramos vs. Cornerstone Staffing Solutions, Inc., et. al., Case No. 23STCV15061

 

Tentative Ruling re:  Defendants’ Motion to Compel Arbitration

 

Defendants Cornerstone Staffing Solutions, Inc., Jones Stephen’s Corp., and Ferguson Enterprises, LLC (collectively, Defendants) move to compel Plaintiff Daniel Ramos (Plaintiff) to binding arbitration, and to stay this action pending completion of arbitration. The motion is denied.

 

“On petition of a party to an arbitration agreement alleging the existence of a written agreement to arbitrate a controversy and that a party thereto refuses to arbitrate such controversy, the court shall order the petitioner and the respondent to arbitrate the controversy if it determines that an agreement to arbitrate the controversy exists, unless it determines that: (a) The right to compel arbitration has been waived by the petitioner; or (b) Grounds exist for the revocation of the agreement.”  (Code Civ. Proc. § 1281.2, subds. (a), (b).)

A proceeding to compel arbitration is in essence a suit in equity to compel specific performance of a contract. (Freeman v. State Farm Mutual Auto Insurance Co. (1975) 14 Cal.3d 473, 479.) Such enforcement may be sought by a party to the arbitration agreement. (Code Civ. Proc., § 1280, subd. (e)(1).)

            The petition to compel arbitration functions as a motion and is to be heard in the manner of a motion, i.e., the facts are to be proven by affidavit or declaration and documentary evidence with oral testimony taken only in the court’s discretion. (Code Civ. Proc., §1290.2; Rosenthal v. Great Western Fin. Securities Corp. (1996) 14 Cal.4th 394, 413–414.) The petition to compel must set forth the provisions of the written agreement and the arbitration clause verbatim, or such provisions must be attached and incorporated by reference. (Cal. Rules of Court, rule 3.1330; see Condee v. Longwood Mgmt. Corp. (2001) 88 Cal.App.4th 215, 218 (Condee).) 

            Once petitioners allege that an arbitration agreement exists, the burden shifts to respondents to prove the falsity of the purported agreement, and no evidence or authentication is required to find the arbitration agreement exists. (See Condee, supra, 88 Cal.App.4th at p. 219.) However, if the existence of the agreement is challenged, “petitioner bears the burden of proving [the arbitration agreement’s] existence by a preponderance of the evidence.” (Rosenthal v. Great Western Fin. Securities Corp. (1996) 14 Cal.4th 394, 413; see also Espejo v. Southern California Permanente Medical Group (2016) 246 Cal.App.4th 1047, 1058–1060.)

 

In this action, Plaintiff brings claims against Defendants for whistleblower retaliation under the Labor Code, unsafe workplace violation, assault, battery, and wrongful termination. Plaintiff’s allegations arise from his employment with Defendant Cornerstone Staffing Solutions, Inc. beginning March 2022. (Comp. ¶  18.)

 

Defendants seek to compel Plaintiff to arbitration based on a document entitled, “Notice to Employees About Our Mutual Arbitration Policy,” which states that “Cornerstone Staffing Solutions, Inc. . . . has adopted and implemented a new arbitration policy requiring voluntary mutual binding arbitration of disputes for all employees, regardless of length of service . . . it will govern all existing or future disputes between you and the Company.” (Morrison Decl. ¶ 5, Ex. A [6].) The document includes an “Employee Agreement to Arbitrate” (the Agreement), providing, “I acknowledge that I have received and reviewed a copy of Cornerstone Staffing Solutions, Inc.’s Mutual Arbitration Policy (‘MAP’), and I understand that it is a condition of my employment. I agree that it is my obligation to make use of the MAP and to  submit to final and binding arbitration any and all claims and disputes that are related in any way to my employment, the termination of my employment with the Company, or my assignment to a Customer, except as otherwise set forth in the MAP.” (Id. [7].) The Agreement shows Plaintiff’s electronic signature, dated March 8, 2022.

 

            Plaintiff argues that Defendants have failed to establish the existence of an arbitration agreement, because there is insufficient evidence verifying Plaintiff’s electronic signature.

Gamboa v. Northeast Community Clinic (2021) 286 Cal.Rptr.3d 891, explains the three-step burden-shifting process for determining the existence of an arbitration agreement as follows: “First, the moving party bears the burden of producing ‘prima facie evidence of a written agreement to arbitrate the controversy.’ [Citation.] The moving party ‘can meet its initial burden by attaching to the [motion or] petition a copy of the arbitration agreement purporting to bear the [opposing party's] signature.’ [Citation.] Alternatively, the moving party can meet its burden by setting forth the agreement's provisions in the motion. [Citations.] For this step, ‘it is not necessary to follow the normal procedures of document authentication.’” (Id. at 896.)

“If the moving party meets its initial prima facie burden and the opposing party disputes the agreement, then in the second step, the opposing party bears the burden of producing evidence to challenge the authenticity of the agreement.” (Ibid. [citing Condee v. Longwood Management Corp. (2001) 88 Cal.App.4th 215, 219].) “The opposing party can do this in several ways. For example, the opposing party may testify under oath or declare under penalty of perjury that the party never saw or does not remember seeing the agreement, or that the party never signed or does not remember signing the agreement.” (Ibid.)

“If the opposing party meets its burden of producing evidence, then in the third step, the moving party must establish with admissible evidence a valid arbitration agreement between the parties. The burden of proving the agreement by a preponderance of the evidence remains with the moving party.” (Ibid.)

 

            Here, the Agreement attached to the Morrison Declaration is sufficient to satisfy Defendants' initial burden to produce prima facie evidence of a written agreement to arbitrate.

            Plaintiff has produced sufficient evidence to meet his burden on the second step. Plaintiff states in his declaration, “[t]o my knowledge, I did not consent to sign documents electronically in connection with my employment with any of the Defendants in this action.” (Ramos Decl. ¶ 3.) Plaintiff further states, “I have no memory of seeing the Notice to Employees About Our Mutual Arbitration Policy and the Employee Agreement to Arbitrate. . . . That document does not contain my signature in any form.” (Ramos Decl. ¶ 4.) This evidence satisfies Plaintiff’s burden to challenge the authenticity of the Agreement. (Ruiz v. Moss Bros. Auto Group, Inc. (2014) 232 Cal.App.4th 836, 846 [“In the face of [employee's] failure to recall signing the 2011 agreement, [employer] had the burden of proving by a preponderance of the evidence that the electronic signature was authentic”].)

            Accordingly, for the third step, Defendants “must establish with admissible evidence a valid arbitration agreement between the parties” by a preponderance of the evidence. (Gamboa, supra, 88 Cal.App.4th at 219.) The procedure for authentication of an electronic signature is provided under the Uniform Electronic Transactions Act (UETA), Civ. Code §§ 1633.1 et seq. (See Ruiz, 232 Cal.App.4th at 843.) Under the UETA, an electronic signature “is attributable to a person if it was the act of the person. The act of the person may be shown in any manner, including a showing of the efficacy of any security procedure applied to determine the person to which the electronic record or electronic signature was attributable.” (Civ. Code, § 1633.9, subd. (a).) The effect of such electronic signature “is determined from the context and surrounding circumstances at the time of its creation, execution, or adoption, including the parties’ agreement.” (Civ. Code., § 1633.9, subd. (b).)

In Ruiz, the employer’s declaration seeking to authenticate the plaintiff’s electronic signature on an arbitration agreement was deemed insufficient under the UETA, where the declarant “summarily asserted” plaintiff electronically signed the agreement and “did not explain how she arrived at that conclusion or inferred [plaintiff] was the person who electronically signed the agreement” or that the electronic signature “was ‘the act’” of the plaintiff. (232 Cal.App.4th at 844-845.) By contrast, in Espejo v. Southern California Permanente Medical Group, the “declaration offered the critical factual connection that the declarations in Ruiz lacked,” by detailing “security precautions regarding transmission and use of an applicant’s unique username and password, as well as the steps an applicant would have to take to place his or her name on the signature line” of the agreement. (Espejo v. Southern California Permanente Medical Group (2016) 246 Cal.App.4th 1047, 1062.)

 

Here, Defendants’ initial evidence failed to show that Plaintiff electronically signed the Agreement. Kara Morrison, Defendants’ Director of Human Resources, asserted that Plaintiff electronically signed the Agreement on March 8, 2022, but gave no explanation of “how she arrived at that conclusion or inferred [Plaintiff] was the person who electronically signed the agreement.” (Ruiz, 232 Cal.App.4th at 845.)

 

With their Reply, Defendants present a supplemental declaration from Morrison. In it, she states that Plaintiff electronically signed a number of other documents on March 8, 2022, including a “Disclaimer” whereby Plaintiff agreed to give his consent electronically. (Morrison Supp. Decl. ¶¶ 2-6, Ex. A.)

 

This evidence still fails to show that the electronic signature on the Agreement was “the act” of Plaintiff. Morrison’s supplemental declaration purports to verify Plaintiff’s signature on the Agreement with the claim that Plaintiff also signed various other documents electronically on March 8, 2022. But Morrison has not properly verified Plaintiff’s electronic signature on these other documents in the first place; as with the Agreement, she merely “summarily assert[s]” that Plaintiff signed them. (Ruiz, 232 Cal.App.4th at 844.) She does not explain how Plaintiff’s electronic signature “could only have been placed on the [agreements] ... by a person using [Plaintiff’s] ‘unique login ID and password,” or “that all [Defendants’] employees were required to use their unique login ID and password when they logged into the HR system and signed electronic forms and agreements.” (Ibid.) The supplemental declaration provides no information regarding the “security precautions regarding transmission and use of an applicant’s unique username and password, as well as the steps an applicant would have to take to place his or her name on the signature line.” (Espejo, 246 Cal.App.4th at 1062.)

 

            Morrison also claims that Plaintiff’s application included “personal information that only he could have entered, including his address, date of birth, phone number, email address, past job information, education, among others.” (Morrison Supp. Decl. ¶ 4, Ex. B.) However, it does not appear that any of this is information that only Plaintiff could have known (compared to, e.g., a unique username and password), and there is no evidence confirming that the information listed is accurate. Because Defendants fail to authenticate Plaintiff’s signature on the Agreement, they have not established the existence of an agreement to arbitrate with admissible evidence. Accordingly, the motion is denied.