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Labor, Employment and Benefits
Newsletter - July 2000
 
In this Issue...
Alternative Dispute Resolution: Recent Trends and Developments - Part One of a Two-Part Series
 
July 1, 2000
 
Michael J. "Mike" Ranallo- Chicago
Robert W. Vyverberg- Chicago

Employers who have implemented or are considering mandatory alternative dispute resolution (ADR) plans as a means for resolving employment-related claims should be aware of the increasing legal challenges to these plans from a variety of sources. Federal and state courts across the country are closely scrutinizing these plans when employers seek to enforce them. In 1997, the Equal Employment Opportunity Commission issued a policy statement taking aim at mandatory ADR plans, opposing compulsory arbitration of employment discrimination claims. Even members of Congress have joined in the attack against certain types of mandatory ADR plans in the form of proposed legislation, the merits of which were debated in subcommittee hearings earlier this year. In light of these developments, this article discusses the evolution of mandatory ADR plans and the benefits of implementing such plans. The second article in this series identifies ways in which these plans should be designed, or modified if already in existence, in order to withstand challenges to their enforceability.

Before delving into the nuts and bolts of mandatory ADR plans, some background information is in order.

What exactly are mandatory ADR plans?

In the most common application, these are written plans implemented by the employer under which employees must agree as a condition of employment to waive their right to pursue certain employment-related claims in a court of law. Instead, the sole means for resolving such claims is through private mediation and/or arbitration before a neutral third party.

Mandatory ADR plans, which invariably cover nonunion employees, started gaining widespread approval in 1991 with the United States Supreme Court’s decision in Gilmer v. Interstate/Johnson Lane Corp. In Gilmer, the Court upheld a mandatory arbitration agreement barring the plaintiff, a securities representative with the New York Stock Exchange, from pursuing an age discrimination claim in federal court. From that point forward, more and more employers have adopted mandatory ADR plans covering a wide range of employment-related claims, most significantly discrimination and harassment claims under federal and state statutes.

Why are mandatory ADR plans desirable?

Generally speaking, when compared with employment-related lawsuits in the courts, private mediation and arbitration proceedings are much quicker and less costly. Discovery, while allowed, is usually more limited than under the liberal rules followed in federal and state courts. As a rule, mediation and arbitration is also less adversarial than the all too common knockdown, drag-out lawsuit. Resolution of employee disputes through the use of ADR plans is generally accomplished confidentially, without adverse publicity. Finally, claims are not resolved by unpredictable juries, but instead by experienced mediators and arbitrators. While this certainly does not negate an employee’s right to recover damages, employers are more likely to receive evenhanded treatment before trained neutrals, and when an employee prevails, the damages awarded tend to be more reasonable.

Since the Supreme Court’s decision in Gilmer, the vast majority of federal and state courts have endorsed and enforced mandatory ADR plans, with a few noteworthy exceptions. The Ninth Circuit Court of Appeals (Alaska, Arizona, California, Hawaii, Idaho, Montana, Nevada, Oregon, Washington, Guam, and N. Mariana Islands), for example, has refused to enforce such plans to the extent they prevent employees from bringing statutory discrimination claims in the courts. So far, the Ninth Circuit stands alone among the federal courts of appeals in holding that employers cannot force employees to mediate or arbitrate statutory claims, no matter how the plan is designed. Recently, however, other courts have begun closely scrutinizing mandatory ADR plans to ensure that they contain adequate due process protections and that the substantive rights and remedies of employees are not compromised. This heightened analysis has spawned a number of court decisions that identify which types of plans are more likely to survive judicial scrutiny.

In the September edition of the Employment Law Letter we will list and discuss a number of factors that employers should consider before drafting or implementing a mandatory ADR plan, as well as a number of provisions that should be included in such plans.

For more information, please contact Michael J. Ranallo at 1-800-837-5606 or mranallo@hklaw.com, or Robert W. Vyverberg at 1-800-837-5606 or rvyverbe@hklaw.com.