Professional Documents
Culture Documents
Preparing to Bargain
Table of Contents
Team Development and Roles .................................................................................................. 3 Selecting a Bargaining Team ................................................................................................. 3 Getting Ready to Bargain: The Role of the Spokesperson ................................................ 5 Getting Ready to Bargain: The Role of the Secretary/Notetaker ..................................... 5 Getting Ready to Bargain: The Role of the President ........................................................ 6 Getting Ready to Bargain: The Relationship to the Team and the President ............... 8 The Internal Chain of Command in Bargaining............................................................. 8 Keeping the Members Informed........................................................................................... 9 Baseline Data.............................................................................................................................. 10 Preparing the Package .............................................................................................................. 11 Surveying Members .............................................................................................................. 11 Negotiation Preparation Survey.......................................................................................... 12 Bargaining Goals - (Tips & Reminders) ............................................................................. 14 Sample ................................................................................................................................. 14 Contract Proposal Worksheet.............................................................................................. 15 Reviewing Your Proposal...................................................................................................... 16 Grievance History Worksheet.............................................................................................. 17 The Bargaining Process ............................................................................................................ 18 Tentative Agreements - (Tips and Reminders) ................................................................ 18 Tentative Agreements........................................................................................................... 18 Caucus and Adjournment.................................................................................................... 18 Sidebar..................................................................................................................................... 19 Sidebar Never-Nevers!!! ........................................................................................................ 20
Note: Some people believe an elected team feels more responsibility to the membershipthis is a local decision. Preparing to Bargain/ 3 Courtesy of Education Minnesota American Federation of Teachers, AFL-CIO
participation in the process. A Bargaining Committee, advisory council, or other support committees can be created as a resource to the bargaining team. 6. Team Responsibilities The bargaining team must have full authority to develop a comprehensive agreement with the employer, subject only to ratification by the full union membership. This authority includes the right to make proposals and counterproposals on behalf of the union, to accept employer proposals, and to drop or modify union issues at the table. This broad authority is essential if the bargaining team is to operate effectively and with the respect of the employer team. This authority must be clearly delineated and understood by the team, the Executive Committee/Board, the Bargaining Committee/Advisory Council, and the membership. Sample Bargaining Resolution The resolution should be passed by the union giving the negotiating team the authority to bargain in good faith, including the right to modify proposals and make concessions on behalf of the union, subject only to ratification of the entire contract by the members. This reinforces the negotiating teams posture as representing the entire bargaining unit and protects the team from being forced to negotiate with the membership. The team is specifically responsible for: Securing input necessary to develop formal proposals. Writing the proposals. Developing rationale, organizing data, and calculating costs in support of proposals. Planning strategy for effective bargaining. Reaching agreement with the employer subject to member ratification. Communicating on a regular basis with the union president, executive committee, and membership (communication includes input TO the team as well as information FROM the team).
e. Why was a specific proposal withdrawn? Was there a condition stated upon withdrawal? f. Definitions of words used in proposals or existing contract g. Proposals made that werent achieved h. Mediation-related information i. Information needed upon request during bargaining (current proposals, meeting date, positions, etc.) 7. Taking notes at the bargaining table: a. What to record (see 5 above) b. What not to record (Ask yourself is it going to be of use?) c. How to record the information: Get quotes: Who said it, date, and time. If possible, write it on the proposal to which it pertains. 8. Mechanics to achieve above: a. Organize a filing system in advance (folders, notebook) b. Maintain documents in a format from which copies can be made c. Prepare forms for your own use 9. What to do with the stuff after settlement? a. Murphys Law: As soon as you throw something away, youll need it! b. Maintain in such a manner it can be accessed for arbitrations over language disputes
2. Positive attitude 3. Focus on issues 4. Candid, honest 6. Clarifies the structure and rules of the union/organization a. Officers b. Executive committee c. Representatives d. Negotiating team e. Negotiating committee f. Settlement task force 7. Be informed a. Know what services are available or desired b. Know where to go for help or information 8. Organize a. What 1. Personal life 2. Job 3. Union role b. How 1. Establish plan or goals 2. Make a to do list what, who, when, budget 9. Delegate a. Responsibility and authority b. Five steps to successful delegation 1. Clearly identify task what, when 2. Request commitment 3. Provide necessary materials 4. Follow-up 5. Thank you! 10. Be a Leader! a. Meetings fair, orderly, parliamentary procedure, constitution and rules b. Advocate for the union c. Advocate for the individual member
Getting Ready to Bargain: The Relationship to the Team and the President
The team and president complement and supplement each other in the goal of wining an effective contract. The team bargains while the president provides support and resources to the team. The crucial role of the president in relation to the team is to Think Organizationally by... 1. Coordinating the overall program and action of the union so they are in concert with the strategy, tactics, and priorities used by the bargaining team. 2. Communicating with the membership as the union leader following receipt of information from the bargaining team. 3. Delegating responsibilities so that the bargaining team needs are met (e.g., support teams, information, research, etc.). The role of the team via the spokesperson is to Think Organizationally by 1. Keeping the president informed at every step. 2. Utilizing efficiently the resources provided by the president. 3. Planning ahead so the president can provide the best possible support to the team. 4. Asking for interim opinions from the membership as to the language being negotiated and the memberships view of the bargaining teams efforts. (This is to ensure that members feel that the team is working for their benefit and also gives the team a sense of how members may react during ratification.)
3. Negotiating Committee a. Broad-based representation both geographically and ideologically b. May draw up the package (the negotiating team usually writes final language and all counterproposals). c. Determine areas of internal responsibility within the local. d. Chairperson, answerable to the president, controls the committee. e. Power of the committee is established by resolution of general membership. f. Communications with general membership coordinated through the president 4. Negotiating Team a. Consists of 3-5 members: spokesperson, observer, recorder, and other roles as assigned. b. Members chosen by (1) president, subject to approval of executive committee; or (2) chosen by negotiating committee; or (3) chosen by president and negotiations chairperson, subject to approval of executive board. (See local constitution and policies.) c. Team members answerable to negotiating committee. d. Team has prime responsibility in bargaining; must also be given full authority to reach on-the spot tentative agreements on any and all items (other negotiating committee members could be available for caucus). e. Deals directly with the management team. f. Meets frequently with negotiating committee to receive direction and guidance and provide updates. g. Recommends positions and courses of action to the negotiating committee.
Baseline Data
It is very important for your local bargaining team to prepare thoroughly for your bargaining session. Part of the preparation must include some basic information that you can compile from your members, the district and previous bargaining rounds. This essential information includes: 1. Base costs-The first column (2002-03 costs) of the Settlement Report Form (on page 14) should be completed prior to the onset of bargaining. It is impossible to have a good understanding of the financial impact of your proposal without knowing the information asked for in this column of the report form. 2. Financial Data - The last three audits from the school district and the current years budget will provide you with a good understanding of the districts financial status and the direction its financial picture is moving. 3. New Revenue Projections provided by CFL and formatted by Education Minnesota Research, this data will give you a picture of any new revenue coming into your district through recent legislative action. 4. Comparisons Through the National Compensation Analysis (NCA) Program, Education Minnesota can provide locals with salary comparison data for any Minnesota school district (teachers). This data will allow the local to develop proposals based on comparisons with other school districts in the state. EA/SRP locals can get the same information by contacting their field staff (EA/SRP data is not as readily available to Education Minnesota research since we dont currently represent all EA/SRP members). 5. Past Grievances, Issues and Gripes Local negotiators must be attuned to these issues and incorporate them into proposals to help resolve potential future problems. 6. Data from Members Surveys and other discovery tools will help local negotiators discover what the membership is thinking in regard to the upcoming bargaining round. It is essential that local negotiators understand the will of the membership before and during the bargaining process. The more information you have prior to bargaining, the easier it becomes to make and defend proposals.
descriptions, subcontracting, etc. 5. Are there any provisions, which are not in your contract that you would like to see bargained during this round of negotiation? If so, please list them and describe what you want the new provisions to accomplish. (Attach additional sheets if necessary.) 6. Please tell us of any other problems you would like to see addressed in this contract. 7. Of the items listed above, please prioritize those that you feel are absolutely essential to gain in this contract. Please number them in order of importance to you, with 1 being the most important item of all. 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. PLEASE RETURN TO YOUR BUILDING REP OR TO _____________________ BY ( ____DAY), ( MONTH ), YEAR. Thank you for your help!! Building Reps: (TYPE LIST OF PEOPLE IN EACH BUILDING OR SCHOOL HERE)
Sample
Local Goals ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ Region/Area/State Goals ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________
Tentative Agreements
Both parties need to understand that agreement on any article or policy must be only tentative until agreement has been reached on all matters. Unless there is an understanding to the contrary, any item should be subject to further negotiation until the teams agree that they have finished their work. In the absence of total agreement, there is no final agreement on individual elements. As tentative agreement is reached on each article, that article should be typed in the agreed to form and distributed to both teams. Each can check and verify whether this is its understanding of the agreement. Once verified, the article should be marked tentative agreement, dated, and filed with other tentative agreements as they are reached. This reduces the probability of future misunderstandings. It also builds a typed version of the final total agreement.
evaluate positions. Every union negotiator should know that their use of the caucus conveys certain messages to the board. Excessive use of the caucus indicates uncertainty and lack of control by the head negotiator. An extended caucus suggests that the team is having difficulty or doubt or that the team is genuinely interested in the last counterproposal. Conversely, a brief caucus could very well indicate that the team is firm and united in its resolve and has seen or heard nothing which could cause it to change position. Negotiators must take care in assessing the message delivered by their caucus practices and should use the caucus accordingly. Decisions relative to the caucus or to the adjournment of a negotiating session should not be treated casually. Productive momentum should be preserved. The team should resist efforts to interrupt bargaining at a time when significant agreements seem imminent or when a succession of agreements is coming forth. On the other hand, it might be desirable to interrupt bargaining if a cool-off period might help or if passage of time might cause the board to rethink its position.
Sidebar
1. Definition: A sidebar is an unofficial discussion away from the bargaining table by representatives of the union and management. 2. Purpose: To discover, without making an offer, if there are mutual grounds upon which a settlement can be reached. 3. Representatives: Most times these discussions are between the head negotiators of the two teams, but this is not essential. The more critical qualification is that the representatives have full authority and approval of their respective teams before meeting. (Sessions are usually one-on-one, but sometimes are two-on-two or rarely three-on-three.) 4. Timing: A sidebar usually occurs in the final stages of bargaining, but it could be used at any time in the process on a limited basis. 5. Scope: Successful sidebars can reduce the number of issues on the table, but normally resolve only a limited number of problems. Always have approval of your team as to what the scope of the side bar will be before entering one. 6. Usefulness: Nearly 100% of contracts are settled after at least one side bar. Its usefulness depends heavily on how the parties relate to each other. 7. Trust: An essential prerequisite to a sidebar is a degree of trust among the participants. High trust high probability of success, and vice versa.
Preparing to Bargain/ 19 Courtesy of Education Minnesota American Federation of Teachers, AFL-CIO
8. Dangers: Sidebars often end in disaster, with your union much worse off after one than before. This is nearly always the case with novice negotiators. Consequently, a list of never-nevers will be found below.
Sidebar Never-Nevers!!!
1. Never meet in a sidebar out of fear or weakness. 2. Never let the other team name who will be on your sidebar team; each side always names its own team. 3. Never get in a sidebar opposite people with more bargaining experience. 4. Never count on your charm, wit, good looks, or personal friendship to get you anything in a sidebar. 5. Never assume a sidebar is easy. The toughest bargaining always occurs in side bars. 6. Never expect any gifts in a sidebar. The usual thing is that you will end up no better off than with a strike, etc. 7. Never underestimate the opposition. They will go for what method they believe is in their best interest. 8. Never sidebar without the authority of your team. The team concept is more important than an early settlement. 9. Never give up in a sidebar what you would not give up in a strike. 10. Never enter a sidebar with a person unless you can at least trust them this far If we reach no agreement, both sides will always claim we never talked that is, everything is off the record forever! 11. Never promise the other side that we wont talk to our team about this. 12. Never make promises you cant deliver.