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Labor-Management Relations: Index of Decisions


OFFICIAL TIME


OFFICIAL TIME

Department of the Air Force, 911th Airlift Wing, Coraopolis, Pennsylvania and Local 2316, American Federation of Government Employees, AFL-CIO, Case No. 99 FSIP 54, August 3, 1999 (Release No. 423).

The AGENCY essentially proposed to--

"[R]ecognize six shop stewards" and require that the "stewards designated for each major organization . . . normally serve as the initial point of contact for management as well as employees in all matters." It also propose[d] that the Union maintain a current list of Union officers and stewards and provide updated copies as changes occur. With respect to procedures governing the use of official time, a Union representative leaving the work area would be required to "request permission from his/her immediate supervisor as much in advance as possible," and to secure permission from the supervisors of those they are going to visit before entering their work areas. The request would include information regarding where the representative is going, how he or she can be contacted, "the specific nature of the business to be transacted," and when he or she expects to return to the work area. In addition, a revised form entitled "Request for Use of Official Time" would be used to document all official time used under the agreement. Official time would be approved and scheduled "to the extent consistent with the workload requirements of the duty station," and Union officials would report to their supervisors upon returning to their work areas "to allow the amount of time used to be noted." If approved time must be rescheduled, the supervisor would inform the Union representative of an alternative suitable time, and Union representatives would limit absences to "the minimum amount of time necessary to carry out the Union's responsibilities.

Regarding the duties for which grants of official time are appropriate, and amounts of official time, Section 2 of its proposal specifies that Union officers and stewards would receive official time "which is reasonably necessary in the public interest, to assist an employee in the preparation and presentation of a grievance or appeal when selected by the employee as his representative." Section 3 states that official time would be provided "to assist an employee in the preparation and presentation of a grievance or appeal when selected by the employee as his representative;" for negotiations or joint Employer/Union committees; to respond or make recommendations to requests from supervisors, management or agency officials; and for "attending other official meetings when approved in advance by the employer." Finally, as to the amount of official time for Union-sponsored training "concerning representational duties," and "administrative excusal" would cover only those portions of training meeting this criterion. The Civilian Personnel Officer would review requests for official timer for Union-sponsored training to determine if the training is "an appropriate use of official time." If it is determined to be so, the Union representative would have to take the additional step of requesting the use of such time from his or her immediate supervisor, in accordance with the procedures outlined in the previous sections of he article.

The UNION proposed that--

[I]n addition to five officers, the Employer be required to recognize "not to exceed seven stewards as appropriate users of duty hours for Union representational activities and labor-management relations functions." It has no counteroffer regarding designating stewards as initial points of contact, or addressing the updating of lists of Union officers and stewards. On the matter of procedures governing the use of official time, for all Union officials other than the Local Union President and Chief Steward, the use of official time would be arranged in advance "with appropriate management officials." If "an exigency of business" prevents the use of official time when requested, "another occasion will be determined" which balances the interests of all concerned parties. In addition, "upon request" starting and quitting times would be adjusted so Union representatives "will guard against the use of excessive time," and official time would not be used for internal Union business.

The types of duties for which grants of official time are appropriate would include grievance handling and "other complaints," "other representational and labor-management relations functions," and "appropriate lobbying functions." As to the amount of official time: (1) the Local Union President would be on official time "the last [four] hours of each day;" (2) the Chief Steward would be on official time "the last [six] hours of each day;" (3) all other Officers and Stewards would receive "such time as is reasonable and necessary;" and (4) time to attend management-initiated meetings, arbitrations, unfair labor practice investigations or hearings would "not be charged against the hours allotted above." On the issue of the amount of official time for Union-sponsored training and the procedures for its use, the Union would be allotted 150 hours per year, and the Labor Relations Officer would be responsible for clearing the request with the Union representatives' immediate supervisors. Once it is cleared, the individuals slated to attend the training would not be required to obtain the further approval of their supervisors.

The PANEL ordered the parties to adopt the following:

1. In order to develop and maintain effective labor-management relations, the Employer agrees to recognize the Union President, Vice President, Secretary, Treasurer, one Chief Steward, and not to exceed six stewards as appropriate users of official time for Union representational functions. The Union agrees to provide the Employer with a list of the names, duty locations, telephone number and the area that the stewards are authorized to represent. Stewards designated for each major organization will normally serve as the initial point of contact for management as well as employees in all matters. The Union agrees that all steward vacancies will be filled as soon as possible. The Union will maintain a current list of all Union officers and stewards and will provide the employer an updated copy as changes occur. Attachment 1, Request for Use of Official time, will be used to document all official time used under this contract.

2. With the exception of the Union President and Chief Steward, whose use of official time is addressed separately below, whenever it is necessary for an officer or steward to leave his/her work area for representational purposed, he/she shall request permission from his/her immediate supervisor as much in advance as possible. Such request shall include information as to where he/she is going, how he/she can be contacted, the specific nature of the business to be transacted, and when he/she expects to return to his/her workstation. If the official time is approved but must be rescheduled, the supervisor will inform the official/steward of an alternate suitable time. Official time will be approved and scheduled to the extent consistent with the workload requirements of the duty section. Upon return to the work area, the officer or steward will report to his/her supervisor to allow the amount of time used to be noted. When it is necessary for a Union officer or steward to visit an employee or another Union officer or steward, in their work area, the officer or steward will secure permission from the supervisor of the officer/steward/employee who is receiving the visit before entering the work area. Union officers and stewards will limit their absence for representational duties to the minimum amount of time necessary to carry out the Union's responsibilities. Requests that a Union representative or employee be permitted to adjust his/her starting and quitting times so as to allow the Union representative to assist an employee on a different shift will not be unreasonably denied.

3. In addition to any official time to which Union representatives are statutorily entitled, Union officers and stewards will be granted the following amounts of official time to perform appropriate representational functions:

Local Union President - the last hour of each workday.

Chief Steward - the last [three] hours of each workday.

All other Officers and Stewards - Such time as is reasonable and necessary.

Union officers and stewards will also be granted official time to attend joint Employer/Union committees of which they are members, to respond or make recommendations to requests from supervisors, management, or agency officials, and for attending other official meetings when approved in advance by the Employer.

4. Up to 90 hours of official time will be allotted to the Union per year to be used by Union officers and stewards for Union sponsored training concerning representational duties. Administrative excusal for this purpose will cover only such portions of the training session, which meet the foregoing criteria. The Union agrees to submit written requests for the use of official time at least [four] weeks before the training is scheduled. The requests will be submitted to the Civilian Personnel Officer and include the name of the Union representative attending, the dates of the training, number of official hours requested, the agenda and type of training. The Employer will review the training agenda, determine if the training is an appropriate use of official time and notify the Union in writing within [five] workdays of its approval/disapproval. The Union officer or steward will request use of official time for the training session from his/her immediate supervisor as outlined in paragraphs 1 and 2 of this article.

5. National representatives of the Union having a requirement to visit the facility will be granted access in accordance with existing procedures for visitor passes. The visit will be arranged through the Civilian Personnel Officer or his/her designated representative. the Union representative will contact the employee's supervisor prior to contacting the employee.

OFFICIAL TIME

Department of the Army Headquarters, U.S. Army Communications-Electronics Command, Forth Monmouth, New Jersey and Local 476, National Federation of Federal Employees, Case No. 99 FSIP 79, August 3, 1999 (Release No. 423).

The UNION proposed the following:

The Union proposed 100-percent official time for one person.

The AGENCY proposed the following:

Supervisors will make appropriate adjustments in workload as needed in order for NFFE [National Federation of Federal Employees] representatives to be afforded sufficient time to perform their representational functions. All other terms and conditions of Section 5 - Authorized Official Time, of the Labor-Management Agreement between CECOM [U.S. Army Communications-Electronics Command] and NFFE shall remain in full force and effect.

The PANEL ordered the parties to adopt the AGENCY's proposal.

OFFICIAL TIME

Department of Veterans Affairs, Cincinnati Veterans Affairs Medical Center, Cincinnati, Ohio and Local 105, Kentucky Nurses Association, Case No.99 FSIP 72, September 20, 1999 (Release No. 424).

The UNION proposed the following:

KNA [Kentucky Nurses Association] Local 105 will receive 1.0 FTE plus "reasonable and customary" time. The 1.0 FTE will be divided in any way that the parties agree, provided the unit president receives not less than .5 FTE. If agreement cannot be reached, the Union will designate two people in addition to the president who will receive .25 FTE.

The AGENCY proposed the following:

The Association President will be afforded 50-percent official time during his/her tour of duty for the purpose of representational duties and all activities inclusive of grievance matters, arbitration, committee meetings, inspections, etc. All other Union officials will be afforded a reasonable amount of time, as follows: A KNA representative, before leaving their work site to transact permissible KNA representational duties, contacts the immediate supervisor. Normally arrangements for a KNA representative to leave the unit will be made in advance. The supervisor will asses staffing and workload to determine whether the KNA representative can be released at the requested time. If the KNA representative cannot be released at the requested time a mutually agreeable alternative time will be arranged by the supervisor and the representative.

The PANEL ordered the parties to adopt the following wording:

KNA Local 105 will receive .75 FTE plus "reasonable and customary" time. .5 FTE will be reserved for the Union president, and the remaining .25 FTE will be divided between two other Union officials. All other KNA representatives, before leaving their work sites to transact permissible KNA representational duties, will contact their immediate supervisors. Normally arrangements for a KNA representative to leave the unit will be made in advance. The supervisor will assess staffing and workload to determine whether the KNA representative can be released at the requested time. If the KNA representative cannot be released at the requested time a mutually agreeable alternative time will be arranged by the supervisor and the representative.

OFFICIAL TIME

Department of Defense, Army & Air Force Exchange Service, Dallas, Texas and Local 2921, American Federation of Government Employees, AFL-CIO, Case No. 99 FSIP 119, September 22, 1999 (Release No. 424).

The AGENCY proposed the following:

Article 12

Section [One]: One Unit employee physically assigned to the Headquarters Building, as designated in writing by the Union, shall be granted 25% block official time for fulfilling Union representational duties for bargaining unit employees assigned to the HQ AAFES local bargaining unit. During this block official time, priority shall be given to representational duties such as, but not limited to, formal meetings and handling of grievances. As used herein, block official time shall be defined as two consecutive hours during each scheduled workday, taken at predetermined times based upon workload requirements as determined by the supervisor.

Section [Two]: Union representatives on official time are bound by the Master Labor Agreement, this Local Supplemental Agreement, and the administrative procedures of the Employer.

Section [Three]: The Union shall make every reasonable effort to appoint on-site stewards during all shifts where bargaining unit employees are assigned. Notwithstanding this requirement, employees of the Unit who are assigned to evening shifts during which no steward is on duty, may request one-half hour of official time at the end of their shift to prepare to meet with the Union representative during that representative's block official time.

The UNION proposed the following:

[Article 12]

[Section One]: Two Union representatives from the bargaining unit, to be designated by the Union, shall be granted block official time. One employee shall be granted 50 [percent] official block time and the second shall be granted 25 [percent] official block time for representational duties, formal meetings with Management, and other related non-internal Union duties. This plan would be in effect for a one (1) year test period. At the end of the test period, either party could ask for FSIP assistance if impasse is reached.

[Section Two]: The representatives would be able to meet with any bargaining unit employee from any shift as necessary, to be included in their official block time.

The PANEL ordered the parties to adopt the following wording:

[Article 12]

[Section One]: Two Union representatives from the bargaining unit, to be desig nated by the Union in writing, shall be granted 25-percent block official time each to be used for representational duties, meetings with management, and other non-internal Union duties. One of the Union representatives shall be physically assigned to the HQ Building and assigned to represent the HQ AAFES local bargaining unit. The location of the second Union representative will be at the choice of the Union. Block time shall be defined as 25 percent of the Union representative's normal workday, unless the supervisor and the employee agree to another arrangement for use of the block time. Scheduling of block time will be coordinated between the Union representative and his or her supervisor based on necessary work to be performed and the information provided by the Union representative.

[Section Two]: Union representatives on official time are bound by the Master Labor Agreement, this Local Supplemental Agreement, and the administrative procedures of the Employer.

[Section Three]: The representatives will be permitted to use portions of their block time to meet with bargaining-unit employees from any shift, as necessary, to be included as part of the representatives' block time. Scheduling of the use of this time will be coordinated between the Union representative and his or her supervisor based upon the necessary work to be performed and the information provided by the Union representative as provided in Article 9, Section 5(b) of the CBA.

OFFICIAL TIME

Department of Housing and Urban Development, Pacific/Hawaii Region, San Francisco, California and Local 1450, Natural Federation of Federal Employees, Federal District 1, IAM&AW, AFL-CIO, Case No. 99 FSIP 93, September 30, 1999 (Release No. 425).

The AGENCY essentially proposed that--

(1) [A]uthorized official time, which includes time for case law research and document preparation for grievances and negotiations, be limited to enumerated activities in Section A, [Section 4.02, A10];

(2) [O]fficial time for actual negotiations and mutually agreed upon preparation time not be charged against official time allocations, but the section would be silent with respect to partnership activities [Section 4.02B];

(3) [T]he percentages of official time to be granted be as follows: Union president-50; chief steward-15; offices of over 100 bargaining-unit employees: principal office representative (POR)-50; stewards-5 (after the first 100 employees, [one] steward would be granted 50 employees: POR-25, stewards-5 [Section 4.04, A3 and B];

(4) [N]o official time, travel, and per diem be granted beyond what is provided for in the CBA or otherwise approved by the Regional Labor Relations Official [Section 4.07B];

(5) [A] detailed procedure for requesting, approving, and recording the use of official time be provided [Section 4.08A];

(6) [F]or Union-sponsored training, with prior approval, 24 hours of official time be granted to each of 10 Union representatives [Section 4.09]; and

(7) [O]ther than the president and the chief steward, no official time be granted to a Union representative from one field office to be designated as the POR or steward for another field office [Section 4.03B].

The UNION essentially proposed that--

(1) [T]he list of activities in Section A appropriate for official time be open-ended [Section 4.02, A10];

(2) [O]fficial time for actual negotiations, preparation time, and partnership activities not be charged against official time allocations in Section 4.04 [Section 4.02B];

(3) [W]hen a need is demonstrated, the Union be permitted to designate an employee from one field office, when the Union president and chief steward are unavailable, to act as a POR or steward for another field office [Section 4.03, last sentence]; [and]

(4) [T]he percentages of official time granted be as follow: Union president-60; chief steward-25; POR-50; stewards-10.

The PANEL ordered the parties to adopt the UNION's proposal.

OFFICIAL TIME

Environmental Protection Agency, Region 2, New York, New York and Local 3911, American Federation of Government Employees, AFL-CIO, Case No. 99 FSIP 69, September 30, 1999 (Release No. 425).

In essence, the AGENCY proposed--

[T]o grant the Union a block of official time, up to 2,080 hours per fiscal year, to be used by its representatives when performing representational duties. The Union president, and one other representative designated by the Union, would be permitted to spend up to 25 percent of their available work time performing representational functions; other Union representatives would be allowed to spend up to 20 percent of their work time on such matters.

In addition, the Union would be granted up to 120 hours of official time per fiscal year for its representatives to attend Union-sponsored training determined to be of mutual benefit to the parties; requests for approval of such training would be required to be made at least 10 workdays prior to its start. Other training, such as joint training between the parties and training sponsored by other Government agencies, such as the Federal Labor Relations Authority, the Panel, the Office of Personnel Management (OPM), and the FMCS, may be approved by the Employer in addition to the block of hours for Union-sponsored training.

Activities pertaining to the solicitation of Union members, election of labor organization officials, and the collection of dues, may be undertaken only when the employee is in a non-duty status and when the employee(s) being solicited also is in a non-duty status. Activities relating to the Union's internal business matters may be conducted at the space designated to the Union by management. All official time usage in the aggregate of [one] hour would be reported by Union representatives, pursuant to the designated procedure, and any needed additional time beyond [one] hour must be requested from the supervisor in advance. Union representatives would be required to sign in and out when performing representational duties away from their workstations by using a form, maintained by the Union representatives's supervisor or designee, which indicates supervisory concurrence.

In the event that a request for official time to perform representational functions away from the workstation is denied, the Union representative would receive verbal notification by his or her supervisor including the earliest time the employee would be permitted to leave the workstation to perform representational duties. A Union representa tive's biweekly Report of Official Time Usage would include time spend on partnership activities.

The UNION essentially proposed that--

Union representatives would be granted "reasonable and necessary" amounts of official time to perform representational functions.

Up to 600 hours of official time per fiscal year would be authorized for Union-sponsored training, with requests for official time for such training to be submitted "as early as possible prior to the start of the training." This block of hours for Union-sponsored training would exclude official time for other types of training such as joint labor-management training, partnership training, and training provided by other Government agencies on labor relations matters.

A supervisor would be required to designate, in writing, the individual(s) authorized to approve requests for official time in the supervisor's absence. Should a supervisor deny request by a Union representative for official time to perform representational duties away from the workstation, the denial also would be in writing and include a statement establishing the earliest time when the employee would be permitted to leave the workstation to perform those duties. Union representatives would maintain their own sign-out/sign-in sheets and there would be no need for supervisors to initial them when they leave and return to their workstations. Furthermore, supervisors would not have to approve official time when Union representatives perform representational duties at their workstations. Finally, there would not be any need for Union representatives to account for partnership activities on their biweekly Report on Official Time Usage.

The PANEL ordered the parties to adopt the following:

The Employer agrees to grant a reasonable and necessary amount of official time to be used by Union representatives (hereinafter when even the term "Union representative" appears in this document it is understood that it refers to Union officials/stewards/designated representatives) for the performance of their authorized representational duties.

Union participation in the Partnership Council will not be charged as representational time discussed above.

Any employee representing an exclusive representative in the negotiation of a collective-bargaining agreement shall be authorized official time for such purposes including attendance at impasse proceedings, during the time the employee otherwise would be in a duty status. The number of employees for whom official time is authorized shall not exceed the number of individuals designated as representing the agency for such purposes.

In the spirit of an effective and cooperative labor-management relationship, the Employer agrees to grant a total of up to 120 hours of official time per fiscal year which the Union may draw on to attend Union-sponsored training. In order for official time to be approved, the training must be deemed to be of mutual benefit to the Union and the Employer. Requests for official time to attend union-sponsored training must be submitted to the Employer's designated representative no later than 10 workdays prior to the start of the training and must be accompanied by sufficient documentation to permit an evaluation of the training course. It is understood that the expenses (travel, per diem, fees) are the responsibility of the Union. It is further understood that a request for official time to attend union-sponsored training will be evaluated in terms of workload requirements. Management may disallow attendance at particular sessions if workload requires the representative's presence in the workplace. This block of hours excludes joint training sessions between AFGE and EPA Region 2 and other approved training sponsored by other Government entities such as FLRA, FMCS, FSIP and OPM. Any activities performed by any employee relating to the internal business of a labor organization (including attendance at Union meetings, the solicitation of membership, elections of labor organization officials, and collection of dues) shall be performed during the time the employee is in a non-duty status and when the employees being solicited also are in a non-duty status.

Union representatives will adhere to the following procedures when requesting and using official time:

A. Union representatives may use brief periods of official time to perform representational duties at their workstations. Union representatives shall conduct representational duties at their workstations in a manner that avoids disruption of Agency operations. All official time usage in the aggregate of [one] hour shall be reported by Union representatives pursuant to the designated procedure. Any needed additional time beyond [one] hour must be requested from the supervisor in advance.

B. When it is necessary for a Union representative to leave his/her workstation to perform an official Union duty, the representative will notify the supervisor or an appropriate authority who has been designated, in writing, by the supervisor. The representative will provide the time of departure from the worksite, estimated time of return, and the telephone number and location where the employee may be reached.

C. Permission to leave the work site shall be granted unless the representative's absence would substantially interfere with the accomplishment of a time-sensitive assignment or project, in which case the representative will [be] informed, in writing, by the supervisor of the reason for denying the request and the earliest time he/she will be permitted to leave the work site. The employee will report to the supervisor or an appropriate authority, as designed in writing by the supervisor, upon return to the worksite.

D. All use of official time away from the workstation will be recorded by the Union representative on EPA Region 2 Form LMR-2 (8/99), "Sign-out/Sign-in Sheet" maintained by the supervisor or an appropriate authority as designated by the supervisor in writing. The Union representative will record the time or departure and time of return.

All use of official time will be reported by the Union representative using the following procedure:

By no later than the second workday following the end of each pay period, each Union representative will submit EPA Region 2 LMR Form 1 (8/99), "Report of Official Time Usage" to the timekeeper. The report will include the amount of time used each workday in accordance with the categories specified on LMR Form 1. In the event that the Union representative will be on leave on the due date, he/she will submit the report on the second workday of return.

Upon entering into this agreement, the Union will submit in writing to the Employer's designated representative a list of all officers, designated stewards and other Union representatives who use official time, and will submit changes to the list within the pay period they occur.

 

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