Collective Bargaining
Preparation, Strategy and Being in Control

1. Properly handing GRIEVANCES under your Collective Bargaining Agreement.

  • Why are there grievances?
  • Train supervisors to deal with the contract.
  • Train supervisors about documentation.
  • Follow grievances and arbitration procedure precisely.
  • Establish past practice.
  • Have time limits.
2. Preparing for Negotiations
    1. Issues on the decline.
    • COLA
    • Defined Benefit Pensions
    • Successor clauses
    • Staffing minimums
    • Interest Arbitration
    • Arbitration Forum Shopping
    2. Hot Topics for Negotiations:
    • Job security guarantees.
    • Creative wage payment plans - bonuses, semi annual wage increases; uniform allowances and allowances for meals or transportation.
    • Increased productivity and standards.
    • 401 (k) plans.
    • Detailed plant office rules.
    • Management rights - sub-contracting, plant relocation, merit increases, initial hiring rates, changing health policies.
    • Drug testing/search of premises and employees (NLRA).
    3. Dealing with new Legislation:
    • FMLA vs. Layoff clause.
    • ADA vs. Seniority clause.
    • Limiting reinstatement after Workers' Compensation leave; disability leave, ADA leave.
    • WARN Act - shutdown.
    • Polygraph protection act - lie detectors.
    • Placing cameras in plant - invasion of privacy.
3. Preparation for Negotiations
  • Essential information - financial statements of union; COLA for previous year; average increase for year in industry area, competitive pricing and special considerations (non-profit organizations, movement of industry to Florida).
  • Reviewing problems, grievances and issues in last contract period.
  • Review negotiating notes of previous negotiations.
  • Professional review of contract language.
  • Evaluate company supervision - HR climate.
4. Preparing company proposals
  • Input from supervision.
  • Understand company bottom line issues.
  • Understand real needs of employee - Benefits?, Wages?, Supervisors?
  • Evaluate employee mood.
  • Understand real needs of union, COPE, Dues increase?, Health plan?, Pension plan?, Loss of members?
5. Review Company perspective in 2/3 year time frame
  • Operational changes necessary
  • Financial prognosis.
  • Ability to deal with grievances.
  • Ability to deal with strike/slowdown.
6. The negotiating committee and negotiations
  • Management
  • Union Committee
  • Time; how long?
  • How often?
  • Notes
7. Negotiation impact on issues/people
  • Separate the wheat from chaff issues.
  • Get to the essence of employee issues/union issues.
  • Who's in control here? Shop steward, union delegates.
  • Determine communications to employees.
8. Creating an atmosphere for acceptance of company position
  • Opening statement.
  • Have written proposals with rationale.
  • Demand trade-off's of proposals.
  • Keep pounding on your reasons for rejection.
  • Use "Competitive position" argument.
  • Use newspaper articles - 32B/J.
  • Sign off on agreed - upon proposals.
  • Get copies of all union plans.
9. Importance of contract and employee analysis - "Bargaining Book"
  • Everything adds up.
  • Establish basis to cost out all demands.
  • Starting costing out immediately.
  • Recognize hidden costs, such as rollups (percentage of wage increase), increased health cost, increase uniform cost, etc.
10. Wage proposal strategies.
11. Other benefit strategies.
12. Chart union demands/company proposals.
  • Language
  • Wage/benefits
13. Identify company decision makers, such as approval by others, ratification, international union, affiliation with new union.
14. Off the record meetings/discussions/proposals for settlement.
15. The relevant laws: NLRA; §301; federal and state arbitration laws; ERISA
  • NLRA - §8(d) and 8 (a)(5) (* see laws put in packet)
  • Claims of inability of pay.
  • Mandatory (wages, hours) permissive (COPE, Bond); unlawful (union members covered only under contract).
  • Impasse and implementation.
16. ERISA - withdrawal liability - 5500's
17. §301/arbitration
18. Required notices by union - federal mediation (section 8 (d))
19. Special issues
  • Continuation of arbitration clause after contract expires.
  • Grievances during negotiations.
  • Checkoff and union security after contract expires.
  • Extension agreements - pro's and con's.
  • Single offer - Boulwarism
  • When have you reached impasse?
  • Partial implementation
20. Mediation - Pro's and Con's
21. Preparing for a strike
22. Preparing for arbitration


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