Judge: Gary Y. Tanaka, Case: 22TRCV00410, Date: 2022-12-05 Tentative Ruling



Case Number: 22TRCV00410    Hearing Date: December 5, 2022    Dept: B

LOS ANGELES SUPERIOR COURT – SOUTHWEST DISTRICT

 

 

Honorable Gary Y. Tanaka                                                                                     Monday, December 5, 2022

Department B                                                                                                         Calendar No. 6

 

 

PROCEEDINGS

 

Bernard Grisez v. Mattel, Inc., et al.

            22TRCV00410

1.      Mattel, Inc., et al.’s Motion to Compel Arbitration

2.      Guidesoft, Inc.’s dba Knowledge Services Joinder to Motion to Compel Arbitration

 

TENTATIVE RULING

 

            Mattel, Inc., et al.’s Motion to Compel Arbitration and Guidesoft, Inc.’s dba Knowledge Services Joinder to Motion to Compel Arbitration are granted.

 

Background

           

            Plaintiff filed the Complaint on May 24, 2022.  Plaintiff alleges the following facts. Plaintiff is a former employee of Defendants. Plaintiff alleges that he was subjected to discriminatory and harassing conduct based on age.  Plaintiff did not receive an offer of permanent employment while younger individuals did obtain permanent employment.  Plaintiff alleges the following causes of action: 1. Discrimination on the Basis of Age (Cal. Gov’t Code § 12900, et seq.) 2. Harassment on the Basis of Age (Cal. Gov’t Code §12900, et seq.) 3. Failure to Prevent Harassment and Discrimination (Cal. Gov’t Code § 12900, et seq.) 4. Retaliation (FEHA) 5. Retaliation in Violation of Labor Code Section 1102.5(b) 6. Wrongful Termination in Violation of Public Policy 7. Constructive Discharge 8. IIED.

 

            Objections

 

            Defendants’ objections 1 to 3 are sustained.

 

            Motion to Compel Arbitration

 

            “California law reflects a strong public policy in favor of arbitration as a relatively quick and inexpensive method for resolving disputes.  [Citation.]  To further that policy, [Code of Civil Procedure] section 1281.2 requires a trial court to enforce a written arbitration agreement unless one of three limited exceptions applies.  [Citation.]  Those statutory exceptions arise where (1) a party waives the right to arbitration; (2) grounds exist for revoking the arbitration agreement; and (3) pending litigation with a third party creates the possibility of conflicting rulings on common factual or legal issues.  (§ 1281.2, subds. (a)–(c).)”  Acquire II, Ltd. v. Colton Real Estate Group (2013) 213 Cal.App.4th 959, 967.

 

“The petitioner bears the burden of proving the existence of a valid arbitration agreement by the preponderance of the evidence, and a party opposing the petition bears the burden of proving by a preponderance of the evidence any fact necessary to its defense.  In these summary proceedings, the trial court sits as a trier of fact, weighing all the affidavits, declarations, and other documentary evidence, as well as oral testimony received at the court’s discretion, to reach a final determination.”  Giuliano v. Inland Empire Personnel, Inc. (2007) 149 Cal.App.4th 1276, 1284.

 

“The party opposing arbitration has the burden of demonstrating that an arbitration clause cannot be interpreted to require arbitration of the dispute.  Nonetheless, this policy does not override ordinary principles of contract interpretation.  [T]he contractual terms themselves must be carefully examined before the parties to the contract can be ordered to arbitration:  Although [t]he law favors contracts for arbitration of disputes between parties, there is no policy compelling persons to accept arbitration of controversies which they have not agreed to arbitrate.”  Rice v. Downs (2016) 247 Cal.App.4th 1213, 1223 (internal citations and quotations omitted).

 

In Rowe v. Exline (2007) 153 Cal.App.4th 1276, 1286, the Court of Appeal found that “a nonsignatory sued as an agent of a signatory may enforce an arbitration agreement.”  Id. at 1286.  In addition, “a nonsignatory who is the agent of a signatory can even be compelled to arbitrate claims against his will.”  Id. at 1285, citing Harris v. Superior Court (1986) 188 Cal.App.3d 475, 477–78.  Further, “in many cases, nonparties to arbitration agreements are allowed to enforce those agreements where there is sufficient identity of parties.”  Valley Casework, Inc. v. Comfort Construction, Inc. (1999) 76 Cal.App.4th 1013, 1021.  This includes nonparties as agents of a party as well as “a third party beneficiary of an arbitration agreement.”  Ibid. 

 

Defendants move for an order compelling arbitration of Plaintiff’s claims, and for an order to stay the action pending completion of arbitration.  The motion is made pursuant to Code of Civil Procedure §1281 et seq. and the FAA, on the grounds Plaintiff is bound by a written agreement to arbitrate the subject matter of the Complaint.

 

Code Civ. Proc., § 1281.2 states, in relevant part: “On petition of a party to an arbitration agreement alleging the existence of a written agreement to arbitrate a controversy and that a party to the agreement refuses to arbitrate that 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[. . .]” “Generally, an arbitration agreement must be memorialized in writing. A party's acceptance of an agreement to arbitrate may be express, as where a party signs the agreement. A signed agreement is not necessary, however, and a party's acceptance may be implied in fact or be effectuated by delegated consent. An arbitration clause within a contract may be binding on a party even if the party never actually read the clause.” Pinnacle Museum Tower Assn. v. Pinnacle Market Development (US), LLC (2012) 55 Cal.4th 223, 236 (internal citations omitted). It is not an adequate defense to enforcement that Plaintiff failed to read and understand the agreement before signing the agreement. Caballero v. Premier Care Simi Valley LLC (2021) 69 Cal.App.5th 512, 519.

 

Defendants established the existence of a valid arbitration agreement between Plaintiff and Defendants Mattel and Guidesoft, Inc. (“Guidesoft” or “KSI”).  (Decl., Meaghan Emery, ¶¶ 5-7, Ex. A.)  The agreement states that it is enforceable under the FAA and requires KSI, Mattel, and Plaintiff to “resolve all disputes or claims, past, present or future, that otherwise would be resolved in a court of law, by final and binding arbitration.”  (Id.)  The agreement covers disputes that KSI or Mattel may have against Plaintiff, or that Plaintiff may have against KSI or Mattel (defined as “Companies” in the Agreement), including “officers, directors, employees, or agents.”  (Id.)  The agreement delegates questions of enforceability to an arbitrator.  (Id.)  The agreement covers “disputes and claims based upon or related to discrimination, harassment, retaliation … and any and all claims for violation of any federal, state or other governmental law, statute, regulation, or ordinance.”  (Id.)

 

Therefore, the burden shifts to Plaintiff to show that the arbitration clause should not be enforced.  Rice, supra, 247 Cal.App.4th at 1223.  Plaintiff did not meet his burden to show that the arbitration agreement should not be enforced.

 

Plaintiff argues that the arbitration clause is both procedurally and substantively unconscionable.  A court can invalidate an arbitration agreement when it is unconscionable or against public policy.  See, Armendariz v. Foundation Health Psychcare Services, Inc. (2000) 24 Cal.4th 83, 99.  Unconscionability contains two elements:  procedural unconscionability and substantive unconscionability. 

 

“[U]nconscionability has both a procedural and a substantive' element, the former focusing on ‘oppression' or 'surprise' due to unequal bargaining power, the latter on 'overly harsh' or 'one-sided' results.  The prevailing view is that [procedural and substantive unconscionability] must both be present in order for a court to exercise its discretion to refuse to enforce a contract or clause under the doctrine of unconscionability." But they need not be present in the same degree. Essentially a sliding scale is invoked which disregards the regularity of the procedural process of the contract formation, that creates the terms, in proportion to the greater harshness or unreasonableness of the substantive terms themselves.  In other words, the more substantively oppressive the contract term, the less evidence of procedural unconscionability is required to come to the conclusion that the term is unenforceable, and vice versa.”  See Armendariz, 24 Cal.4th at 114.     

 

“The traditional standard of unconscionability . . . is that the inequality amounting to fraud must be so strong and manifest as to shock the conscience and confound the judgment of any man of common sense.   Subsequent decisions have defined an unconscionable contract in varying but similar terms, such as a contract that no man in his senses and not under delusion would make on the one hand, and as no honest and fair man would accept on the other.”  See California Grocers Assn. v. Bank of America (1994) 22 Cal.App.4th 205, 214-15 (internal citations omitted).

 

Procedural unconscionability may be established by showing oppression and surprise.  Oppression occurs where the parties have unequal bargaining power and the contract is not the result of meaningful negotiations.  Surprise recognizes the extent to which the agreed upon terms were hidden.

 

 “In many cases of adhesion contracts, the weaker party lacks not only the opportunity to bargain but also any realistic opportunity to look elsewhere for a more favorable contract; he must either adhere to the standardized agreement or forego the needed service.”  Madden v. Kaiser Foundation Hospitals (1976) 17 Cal.3d 699, 711. Simply because a contract may have elements of an adhesion contract does not render the agreement procedurally unconscionable.  “The ultimate issue in every case is whether the terms of the contract are sufficiently unfair, in view of all relevant circumstances, that a court should withhold enforcement.”  Sanchez v. Valencia Holding (2015) 61 Cal.4th 899, 912. 

 

To support his procedural unconscionability argument, Plaintiff states that he was sent emails regarding the need to sign the arbitration clause, did not understand the agreement, was not given an explanation of what the agreement entailed, was not given sufficient time to review and contemplate the agreement, but nonetheless signed the agreement because he felt pressured to do so as he did not want to lose his job.  (Decl., Bernard Grisez, ¶¶ 3-14.)  

 

Plaintiff freely admits that he was provided the emails with the arbitration clause, which he ultimately signed.  It is not an adequate defense to enforcement that Plaintiff failed to read and understand the agreement before signing the agreement.  Caballero v. Premier Care Simi Valley LLC (2021) 69 Cal.App.5th 512, 519.  In addition, Defendant has no obligation to highlight, explain, or discuss the terms of the arbitration agreement as any such requirement would be contrary to the FAA.  Sanchez v. Valencia Holding Co., LLC (2015) 61 Cal. 4th 899, 914-15. Merely because an arbitration agreement was signed as a condition of continued employment does not establish procedural unconscionability.

 

“[C]ourts, including ours, have used various nonexclusive formulations to capture the notion that unconscionability requires a substantial degree of unfairness beyond a simple old-fashioned bad bargain. This latter qualification is important. Commerce depends on the enforceability, in most instances, of a duly executed written contract. A party cannot avoid a contractual obligation merely by complaining that the deal, in retrospect, was unfair or a bad bargain. Not all one-sided contract provisions are unconscionable; hence the various intensifiers in our formulations: ‘overly harsh,’ ‘unduly oppressive,’ ‘unreasonably favorable.’ The ultimate issue in every case is whether the terms of the contract are sufficiently unfair, in view of all relevant circumstances, that a court should withhold enforcement.” Baltazar v. Forever 21, Inc. (2016) 62 Cal.4th 1237, 1245 (internal citations and quotations omitted; emphasis in original). Plaintiff acknowledges receiving emails explaining that an employee may reach out for explanations to any questions that they may have about the agreement. Plaintiff freely signed the agreement eleven days after receiving the email which appears to be an adequate amount of time to review and consider the agreement. The required level of surprise is lacking here. The Court does acknowledge, however, that this the agreement does mirror a contract of adhesion, and, therefore, contains the slightest indicia of procedural unconscionability. Therefore, the Court will analyze the agreement to determine whether the agreement is substantively unconscionable.

 

As noted above, both procedural and substantive unconscionability must exist for the Court to exercise its discretion to refuse to enforce the arbitration provision. First, Plaintiff contends that the class action waiver clause is substantively unconscionable. However, the U.S. Supreme Court has struck down California Courts’ refusal to enforce class action waivers in arbitration agreements on the ground that the state law is preempted by the Federal Arbitration Act. AT&T Mobility LLC v. Concepcion, 563 U.S. 333 (2011). In addition, Plaintiff has asserted no class claims.

Plaintiff also argues that the arbitration clause severely limits his ability to conduct discovery by providing Plaintiff the right to only depose three fact witnesses.  However, the agreement also specifies: “Additional discovery may be conducted by mutual stipulation, and the Arbitrator has the exclusive authority to grant requests for additional discovery, based on the Arbitrator’s determination that additional discovery is warranted.”  (Defendants’ Ex. A.)  Thus, procedural safeguards are in place to allow for additional discovery as needed.

 

Plaintiff argues that the delegation clause is unconscionable.  However, in agreements governed by the FAA, it is proper for the arbitrator to decide whether the arbitration clause covers a parties’ claims and whether the agreement is unconscionable.  Rent-A-Ctr., W., Inc. v. Jackson, 561 U.S. 63, 68-69 (2010). “[W]hen a party is claiming that an arbitration agreement is unenforceable, it is important to determine whether the party is making a specific challenge to the enforceability of the delegation clause or is simply arguing that the agreement as a whole is unenforceable. If the party's challenge is directed to the agreement as a whole--even if it applies equally to the delegation clause--the delegation clause is severed out and enforced; thus, the arbitrator, not the court, will determine whether the agreement is enforceable. In contrast, if the party is making a specific challenge to the delegation clause, the court must determine whether the delegation clause itself may be enforced (and can only delegate the general issue of enforceability to the arbitrator if it first determines the delegation clause is enforceable).” Malone v. Superior Court (2014) 226 Cal.App.4th 1551, 1559–60.  Here, Plaintiff fails to establish that the delegation clause is, itself, unconscionable.  Plaintiff merely mirrors arguments made above regarding the oppression and surprise that he encountered when being confronted with the agreement. These arguments do not establish that the delegation clause itself contains the requisite level of substantive unconscionability. 

 

Plaintiff argues that the individual Defendants cannot be subject to arbitration.  However, Plaintiff’s own Complaint specifically alleges that these individuals were agents of Mattel. (Complaint, ¶¶ 12-13.)  Thus, these individuals may enforce the arbitration clause.  As to joining party, Guidesoft, this party is specifically outlined as a party to the arbitration agreement. (Defendants Ex. A, page 1.)

 

Therefore, the Motion to Compel Arbitration is granted. The Court action is ordered stayed pending completion of arbitration.  An OSC re: status of arbitration is set for _________.

 

Defendants are ordered to give notice of this ruling.