General FAQs

General FAQs

The PERB Portal is the system for submitting documents electronically pertaining to a case or inquiry pending before the Public Employment Relations Board (PERB). The Portal is a quick and easy way to file documents and cases with PERB. The Portal also allows you to search case information and public records.

  1. CREATING AN ACCOUNT

    To use the Portal to file a new case or file a document in an existing case, you must sign up for an account. An account also allows you access to detailed information for the cases you are a party to. You may sign up for a single-user account or a multi-user account. A multi-user account is recommended for organizations such as law firms or unions where multiple different individuals typically file documents in different cases or on behalf of different parties. You do not need an account to view basic case information or to search for public record documents. To learn how to access basic case information or documents without an account see the topic below.

    Single-User Account

    To create a single-user account, click here and select the Single-User option for Account Type. You will be asked to provide an e-mail address, your name, and your phone number. After you provide this information and accept the terms of use, you will receive a confirming e-mail message. Follow the instructions in the e-mail message to confirm your account and set a password. You may view the terms of use here.

    Multi-User Account

    For a multi-user account you will need to identify a single administrator for your organization. The administrator can then set up and maintain usernames and passwords for other individuals within the organization. This will allow all users in the organization to access all cases associated with that organization.

    To create a multi-user account, click here and select the Multi-User option for Account Type. The administrator will be asked to provide an e-mail address, name, phone number, and name of the organization. After you provide this information and accept the terms of use, you will receive a confirming e-mail message. Follow the instructions in the e-mail message to confirm your account and set your password. You may view the terms of use here.

    Once the account is set up the administrator can sign in. Select the “My Organization” tab at the top of the page. To add users, select “Manage Users” and select the “Add User” green button. You may also manage case access and account information.

    To manage case access, select the “My Organization” tab at the top of the page. Then select "Manage Case Access" and enter either the users first name, last name, or email address. Once the user is found, select the "Add New Case" green button to add a case to their profile. To remove case access, follow the same steps above until the desired user is found. Select the case(s) you wish to remove and using the "Update Associations" drop down menu, you can select the "Delete the Case Associations".

  2. OPENING A NEW UNFAIR PRACTICE CHARGE (UPC) CASE

    A UPC case alleges a violation of one of the statutory Acts enforced by PERB.

    Sign into your account. On the left side of the home page, under “Filings,” select “Unfair Practice Charge.” The Portal will display a form to fill out. Please note that it is no longer necessary to manually fill out the standard UPC form on PERB’s website. Instead you will input your party and contact information directly into the Portal.

    After you input your information into the form, you may upload your statement of charge and any attachments you wish to include. These documents must be provided in PDF format. The PDF cannot be locked or secured. The maximum size of any PDF attachment must be less than 25 MB. Please carefully review your document before submitting it to the Portal. At the bottom of the form you must check a box verifying that the information you provided is correct. You must also check a box stating that you agree you will serve all parties with the UPC and any attachments, in accordance with PERB Regulation 32140.

    After you complete and submit the information to the Portal, you will receive an e-mail confirming the date and time your document was received. The e-mail will attach your UPC form and a proof of service form. You must then serve your UPC form, including all your attachments, and the proof of service, on the other party. Then you must file the proof of service form with PERB.

    You are responsible for ensuring documents you file with PERB do not include highly sensitive information such as social security numbers, bank or financial account numbers, or the names of minor children. If documents containing such information are received, PERB must reject the filing.

    For more information on filing a UPC click here.

  3. OPENING A NEW REPRESENTATION CASE

    Representation matters include petitions for recognition, certification, decertification, severance, amendment of certification, and unit modification. These petitions all concern methods of establishing or changing the exclusive representative of the bargaining unit and/or the composition of the bargaining unit.

    Sign into your account. On the left side of the home page, under “Petitions,” there is a list of the different types of representation petitions that are available. Select the one that applies to your circumstances. The Portal will display a form to fill out. At the bottom of the form you must check a box verifying that the information you provided is correct. You must also check a box stating that you agree you will serve all parties with the petition and any attachments.

    After you complete and submit the information to the Portal, you will receive an e-mail confirming the date and time your document was received. The e-mail will attach your petition and a proof of service form. You must then serve the petition, including all your attachments, and the proof of service, on the other party. Then you must file the proof of service form with PERB.

    Some representation petitions require proof of support – signatures or authorization cards signed by employees. Proof of support documents are confidential. DO NOT serve proof of support documents on the employer or any other party. DO NOT upload proof of support documents to the Portal. Once your petition is submitted through the Portal, it will be assigned to a Regional Attorney, and the Regional Attorney will contact you directly to obtain the proof of support.

    For more information on filing a Representation case click here.

  4. OPENING AN IMPASSE CASE

    Under the Educational Employment Relations Act (EERA) and the Higher Employer Employee Relations Act (HEERA), either party may request PERB to make an impasse determination. This is a determination by PERB that the parties’ bargaining over a dispute has resulted in an impasse, or stalemate. If PERB determines there is an impasse, then the matter is referred to a mediator. Impasse determinations are NOT available under the MMBA for MMBA-covered employers or unions.

    Sign into your account. On the left side of the home page, under “Filings,” select “Impasse Request.” The Portal will display a form to fill out. At the bottom of the form you must check a box verifying that the information you provided is correct. You must also check a box stating that you agree you will serve all parties with the petition and any attachments.

    After you complete and submit the information to the Portal, you will receive an e-mail confirming the date and time your document was received. The e-mail will attach your impasse request and a proof of service form. You must then serve the petition, including all your attachments, and the proof of service, on the other party. Then you must file the proof of service form with PERB.

    For more information on filing an Impasse case click here.

  5. OPENING AN MMBA FACTFINDING CASE

    Under the Meyers-Milias Brown Act (MMBA), an employee organization may request PERB to establish a factfinding panel to resolve a bargaining dispute.

    Sign into your account. On the left side of the home page, under “Filings,” select “Factfinding.” The Portal will display a form to fill out. At the bottom of the form you must check a box verifying that the information you provided is correct. You must also check a box stating that you agree you will serve all parties with the petition and any attachments.

    After you complete and submit the information to the Portal, you will receive an e-mail confirming the date and time your document was received. The e-mail will attach your factfinding request and a proof of service form. You must then serve the petition, including all your attachments, and the proof of service, on the other party. Then you must file the proof of service form with PERB.

    Parties covered by EERA and HEERA may also request factfinding. However, factfinding requests under EERA and HEERA are a continuation of the impasse proceedings. There will already be an existing impasse case with a case number in the format SF-IM-1234-E. An EERA/HEERA factfinding request can be made by following the instructions below for “filing a document in an existing case.”

  6. FILING A DOCUMENT IN AN EXISTING CASE

    Sign into your account. From the tabs on the top of the page select “My Cases.” This will pull up a list of all the cases you are a party to or are associated with. Scroll down to the case that you want to file a document for. INCLUDE Proof Of Service.

    In the right hand column titled “Action” you will see a drop-down menu for “Select Action.” Select one of the options to file a document. You will need to choose which stage or type of proceedings you are filing for – (1) petition/investigation stage, (2) hearing stage, (3) Board appeal stage, (4) compliance stage, (5) election stage, or (6) impasse/factfinding proceedings.

    Once you select the stage or type of proceedings you will see a second drop-down menu for “Select Action.” Use this menu to select the type of document you are filing. If you are unsure of the type of document then select “other.” Do not worry if you select the wrong stage of proceedings or wrong document – staff will review your entry later and can make corrections if needed.

    After you select the document type the Portal will pull up a short form to fill out. For most documents, you only need to fill in the name of your document, if desired, then upload your document. You have the option of giving your document a specific title, although you are not required to do so. A document must be uploaded as a PDF and cannot be secured. The maximum size of any PDF attachment must be less than 25MB. You must attach a completed proof of service form to your document and serve it on the other parties to the case. A proof of service form is available here.

  7. FILING AND SERVICE REQUIREMENTS

    Pursuant to PERB Regulations, documents may be filed from Monday through Friday 8:00 a.m. to 5:00 p.m., excluding holidays. A filing received after 5:00 p.m. is deemed filed the next business day. The Portal will accept filings 24 hours a day, however if you file after 5:00 p.m. the filing date will be the next business day.

    PERB Regulations currently require parties to submit the original document plus one hard copy to PERB by mail after the document has been filed through the Portal. During the Covid-19 pandemic crisis, we are asking parties to retain originals and not to mail them to PERB. PERB may notify you to provide the originals at a later date. Further, we anticipate that changes will be made to this regulation in the near future.

    While PERB is transitioning to use of the Portal, we continue to maintain our electronic filing addresses (list them here). If you experience difficulties using the Portal you may alternatively file documents using the old e-file addresses.

    All documents filed with PERB must be served on the other party or parties to the case. If a party has filed a Notice of Appearance in connection with a case, you must file the person or attorney identified in the Notice of Appearance. A document is not considered filed unless and until there is proper proof of service on the other party.

    Electronic service is preferred where possible. You may electronically serve a party if (1) the party has consented to electronic service by filing a notice with PERB, or (2) the party has used the Portal or eFile address to electronically file a document in the case. If you are unsure if a party has consented to electronic service, you may call and ask the party, or contact the Board agent assigned to your case or a staff person.

  8. ACCESSING BASIC CASE INFORMATION AND DOCUMENTS

    You do not need to have an account to access basic case information. From the home page, at the tab at the top, select “Search ePERB Cases.” This will provide a form of multiple fields you can fill in to search all PERB cases. The quickest way to search is by case number. However, if you do not know the case number, you may search by case or party name, case type, or filing date. The search will provide the caption, date of filing, and current status of the case.

    You may also search documents that have been filed with PERB. From the home page, at the tab at the top, select “Search Documents.” This will provide a form of search fields, including case name, document name and keyword. The search will result in a list of publicly available documents meeting your search criteria . To obtain a copy of a document, send an e-mail with the case number, name, and filing date of the document you would like to view. We are currently unable to post individual documents on our website.

    Documents filed before November 4, 2019 may not be catalogued in the basic case information search feature. Accordingly, documents filed prior to that date may not turn up in a search. If you are seeking documents filed prior to November 4, 2019, send an e-mail with as much information as you have, such as the case number, case name, approximate filing date, and/or description of the document. For more information on making public records act requests to PERB, click here.

    If you are searching for a Board decision, use the search engine on our website here. The search engine will allow you to search by multiple fields, and you will be able to view the documents.

  9. PERB’S JURISDICTION

    PERB administers eight public sector labor relations acts, covering the following groups of employees: (1) any person (except management and confidential employees) employed by a public school employer, including community colleges (EERA); (2) any person (except management, supervisory and confidential employees) employed by the University of California, the Hastings College of the Law, or the California State University (HEERA); (3) any civil service employee of the State of California, and the teaching staff of schools under the jurisdiction of the State Department of Education (excluding management, supervisory and confidential employees) (Dills Act); (4) any person employed by any public agency, including employees of cities, counties, charter counties, districts and other political subdivisions (MMBA), (except police officers, management employees, and employees of the City of Los Angeles and the County of Los Angeles); (5) trial court employees paid from the trial court’s budget and subject to trial court supervision (Trial Court Act); (6) trial court interpreters who are employed by the court and are not independent contractors (Court Interpreter Act); (7) supervisory employees employed by the Los Angeles County Metropolitan Transportation Authority (TEERA); and (8) Judicial Council Employer-Employee Relations Act (JCEERA).

    PERB does not have enforcement jurisdiction over Transit Districts organized under the Public Utilities Code, including BART, LAMTA, or AC Transit. Some representation petitions for Transit Districts are covered by the division of State Mediation and Conciliation Service (SMCS). SMCS may be contacted here.

    Private sector employees, such as those employed by private hospitals, factories, or corporations, are governed by the National Labor Relations Act (NLRA). Alleged violations of the NLRA must be filed with the National Labor Relations Board, the federal agency charged with enforcing private sector labor relations.