Managing Unionized Workplaces in an Economic Downturn – The New Realities September 23, 2008...

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Managing Unionized Workplaces in an Economic Downturn – The New Realities September 23, 2008 Boston Harbor Hotel Jay P. Krupin Ana S. Salper Barry A. Guryan Paul Rosenberg © Copyright 2008, Epstein Becker & Green, P.C. www.ebglaw.c om

Transcript of Managing Unionized Workplaces in an Economic Downturn – The New Realities September 23, 2008...

Page 1: Managing Unionized Workplaces in an Economic Downturn – The New Realities September 23, 2008 Boston Harbor Hotel Jay P. Krupin Ana S. Salper Barry A. Guryan.

Managing Unionized Workplacesin an Economic Downturn –

The New Realities September 23, 2008Boston Harbor Hotel

Jay P. Krupin

Ana S. Salper

Barry A. Guryan

Paul Rosenberg

© Copyright 2008, Epstein Becker & Green, P.C.

www.ebglaw.com

Page 2: Managing Unionized Workplaces in an Economic Downturn – The New Realities September 23, 2008 Boston Harbor Hotel Jay P. Krupin Ana S. Salper Barry A. Guryan.

The First Principle

Negotiate Zero-Sum Contracts

Page 3: Managing Unionized Workplaces in an Economic Downturn – The New Realities September 23, 2008 Boston Harbor Hotel Jay P. Krupin Ana S. Salper Barry A. Guryan.

Negotiate Zero-Sum Contracts

The mind-set for negotiations– employer has all the rights– CBA is a restriction of those rights– be on the offensive– opportunity to improve operations through

negotiations– increase apprehension, decrease expectation– the triangle of the parties

Page 4: Managing Unionized Workplaces in an Economic Downturn – The New Realities September 23, 2008 Boston Harbor Hotel Jay P. Krupin Ana S. Salper Barry A. Guryan.

Negotiate Zero-Sum Contracts

No such thing as "non-economic" issues– everything costs money– always mix together during negotiations– use union perception of "economics" to your

advantage

Page 5: Managing Unionized Workplaces in an Economic Downturn – The New Realities September 23, 2008 Boston Harbor Hotel Jay P. Krupin Ana S. Salper Barry A. Guryan.

Negotiate Zero-Sum Contracts

Who, Where, When– who sits at the "table"– where should the negotiations take place– timing of sessions– 90-60 days– 30 day FMCS

Page 6: Managing Unionized Workplaces in an Economic Downturn – The New Realities September 23, 2008 Boston Harbor Hotel Jay P. Krupin Ana S. Salper Barry A. Guryan.

Negotiate Zero-Sum Contracts

Using " ad referendum"– decision-maker generally not present at

negotiations– avoid committing at table– use decision-maker as villain or hero as needed

Page 7: Managing Unionized Workplaces in an Economic Downturn – The New Realities September 23, 2008 Boston Harbor Hotel Jay P. Krupin Ana S. Salper Barry A. Guryan.

Negotiate Zero-Sum Contracts

Drafting employer proposals– develop from "wish list"– detailed, written and organized– seek to improve language and ability to operate– don't ask for rights you already have– who goes first

Page 8: Managing Unionized Workplaces in an Economic Downturn – The New Realities September 23, 2008 Boston Harbor Hotel Jay P. Krupin Ana S. Salper Barry A. Guryan.

Negotiate Zero-Sum Contracts

Education equals credibility– provide reasoning for each proposal– develop strategy for entire course of

negotiations– bring "tools" of negotiations

Page 9: Managing Unionized Workplaces in an Economic Downturn – The New Realities September 23, 2008 Boston Harbor Hotel Jay P. Krupin Ana S. Salper Barry A. Guryan.

Negotiate Zero-Sum Contracts

Costing out and calculating– controller armed with calculator– every penny counts– putting union on defensive to justify proposals– costing out of union proposal

Page 10: Managing Unionized Workplaces in an Economic Downturn – The New Realities September 23, 2008 Boston Harbor Hotel Jay P. Krupin Ana S. Salper Barry A. Guryan.

Negotiate Zero-Sum Contracts

Mixing and matching proposals– union's strategy to separate– economic and non-economic should be mixed– keep union off-balance

Page 11: Managing Unionized Workplaces in an Economic Downturn – The New Realities September 23, 2008 Boston Harbor Hotel Jay P. Krupin Ana S. Salper Barry A. Guryan.

Negotiate Zero-Sum Contracts

The bargaining committee– don't make negotiations desirable

activity– paying union bargaining committee

members– addressing particular needs of members

to "seal the deal"

Page 12: Managing Unionized Workplaces in an Economic Downturn – The New Realities September 23, 2008 Boston Harbor Hotel Jay P. Krupin Ana S. Salper Barry A. Guryan.

Negotiate Zero-Sum Contracts

The Final Four– critical "must have" proposals should

be identified– negotiate towards securing these

changes

Page 13: Managing Unionized Workplaces in an Economic Downturn – The New Realities September 23, 2008 Boston Harbor Hotel Jay P. Krupin Ana S. Salper Barry A. Guryan.

Negotiate Zero-Sum Contracts

Information requests– employer and union entitled to make– employer can use offensively and

defensively– must always respond, but can object to

unreasonable requests– tactic to combat ULP charge

Page 14: Managing Unionized Workplaces in an Economic Downturn – The New Realities September 23, 2008 Boston Harbor Hotel Jay P. Krupin Ana S. Salper Barry A. Guryan.

Negotiate Zero-Sum Contracts

Communicating with Employees– update on progress– address misrepresentations and

misunderstandings– do's and don'ts of employee

communications

Page 15: Managing Unionized Workplaces in an Economic Downturn – The New Realities September 23, 2008 Boston Harbor Hotel Jay P. Krupin Ana S. Salper Barry A. Guryan.

The Second Principle

Train Managers on Contract Interpretation

Page 16: Managing Unionized Workplaces in an Economic Downturn – The New Realities September 23, 2008 Boston Harbor Hotel Jay P. Krupin Ana S. Salper Barry A. Guryan.

Train Managers on Contract Interpretation

Using management rights– establishing standards, policies and

rules– subcontracting or closing operations– run business first mentality– all rights not specified in CBA revert to

Employer

Page 17: Managing Unionized Workplaces in an Economic Downturn – The New Realities September 23, 2008 Boston Harbor Hotel Jay P. Krupin Ana S. Salper Barry A. Guryan.

Train Managers on Contract Interpretation

The past practice trap– meaning of past practice– avoid letting union take advantage of

managers– training managers to develop past

practice– using past practice offensively

Page 18: Managing Unionized Workplaces in an Economic Downturn – The New Realities September 23, 2008 Boston Harbor Hotel Jay P. Krupin Ana S. Salper Barry A. Guryan.

Train Managers on Contract Interpretation

Timelines and deadlines– must know and enforce grievance and

arbitration deadlines– should be well aware of probationary

periods– track eligibility periods for benefits

Page 19: Managing Unionized Workplaces in an Economic Downturn – The New Realities September 23, 2008 Boston Harbor Hotel Jay P. Krupin Ana S. Salper Barry A. Guryan.

Train Managers on Contract Interpretation

Cause - just, reasonable, good– understanding meaning– establishing cause– consistent application of policies and

procedures - prove through documentation

Page 20: Managing Unionized Workplaces in an Economic Downturn – The New Realities September 23, 2008 Boston Harbor Hotel Jay P. Krupin Ana S. Salper Barry A. Guryan.

Train Managers on Contract Interpretation

Accrued, earned, vested – understanding, and not exceeding,

benefit entitlements

Page 21: Managing Unionized Workplaces in an Economic Downturn – The New Realities September 23, 2008 Boston Harbor Hotel Jay P. Krupin Ana S. Salper Barry A. Guryan.

Train Managers on Contract Interpretation

The right way to document– detailed disciplinary documentation

with appropriate attachments – signed witness statements– in grievances/arbitrations, let

documentation tell your "story"– "blue ribbon" last chance warning

Page 22: Managing Unionized Workplaces in an Economic Downturn – The New Realities September 23, 2008 Boston Harbor Hotel Jay P. Krupin Ana S. Salper Barry A. Guryan.

Train Managers on Contract Interpretation

Responding to union baiting– knowledge of contract and management

rights will prevail– control workplace– work now, grieve later

Page 23: Managing Unionized Workplaces in an Economic Downturn – The New Realities September 23, 2008 Boston Harbor Hotel Jay P. Krupin Ana S. Salper Barry A. Guryan.

The Third Principle

Restrict Union Interference

Page 24: Managing Unionized Workplaces in an Economic Downturn – The New Realities September 23, 2008 Boston Harbor Hotel Jay P. Krupin Ana S. Salper Barry A. Guryan.

Restrict Union Interference

The rules for union access– notice requirements– limiting purpose of visits– defining rights in contract

Page 25: Managing Unionized Workplaces in an Economic Downturn – The New Realities September 23, 2008 Boston Harbor Hotel Jay P. Krupin Ana S. Salper Barry A. Guryan.

Restrict Union Interference

Filing grievances against the union– abuse of grievance procedure– violation or abuse of access clause– violation of no-solicitation policies– other abuses

Page 26: Managing Unionized Workplaces in an Economic Downturn – The New Realities September 23, 2008 Boston Harbor Hotel Jay P. Krupin Ana S. Salper Barry A. Guryan.

Restrict Union Interference

Stopping union abuses of process– through grievances or unfair labor practice

charges– denial of rights (e.g., union access)– giving union representatives the "respect" they

earn– control the workplace

Page 27: Managing Unionized Workplaces in an Economic Downturn – The New Realities September 23, 2008 Boston Harbor Hotel Jay P. Krupin Ana S. Salper Barry A. Guryan.

Restrict Union Interference

Limiting the shop stewards’ role– limit union activities during work-time– treat same as other employees unless contract

dictates otherwise– leave no doubt as to who is "boss"– never pay for time spent on union issues

Page 28: Managing Unionized Workplaces in an Economic Downturn – The New Realities September 23, 2008 Boston Harbor Hotel Jay P. Krupin Ana S. Salper Barry A. Guryan.

Restrict Union Interference

Joint Management-Labor Committees– CBA should be "living" agreement– improve relationship– reduce issues to be addressed at negotiations

Page 29: Managing Unionized Workplaces in an Economic Downturn – The New Realities September 23, 2008 Boston Harbor Hotel Jay P. Krupin Ana S. Salper Barry A. Guryan.

Restrict Union Interference

Attempt to Organize Non-Union Employees- target to expand union membership- Neutrality Agreement- accretion issues- integration of business operations- No Solicitation/No Distribution Policy- Top Ten list- 15 minute rule

Page 30: Managing Unionized Workplaces in an Economic Downturn – The New Realities September 23, 2008 Boston Harbor Hotel Jay P. Krupin Ana S. Salper Barry A. Guryan.

Restrict Union Interference

Health Insurance and Pension Funds- controlling costs- bane of union funds- opt-out provisions- withdrawal liability- eligibility requirements- defending audits

Page 31: Managing Unionized Workplaces in an Economic Downturn – The New Realities September 23, 2008 Boston Harbor Hotel Jay P. Krupin Ana S. Salper Barry A. Guryan.

The Fourth Principle

Handle Grievances and Win Arbitrations

Page 32: Managing Unionized Workplaces in an Economic Downturn – The New Realities September 23, 2008 Boston Harbor Hotel Jay P. Krupin Ana S. Salper Barry A. Guryan.

Handle Grievances and Win Arbitrations

The truth about Weingarten rights– when they apply– limit on interference from union– err on side of honoring

Page 33: Managing Unionized Workplaces in an Economic Downturn – The New Realities September 23, 2008 Boston Harbor Hotel Jay P. Krupin Ana S. Salper Barry A. Guryan.

Handle Grievances and Win Arbitrations

Contract issues only– not every "gripe" is a grievance– must require reference to specific contract

provision(s) violated– deny improper grievances in writing

Page 34: Managing Unionized Workplaces in an Economic Downturn – The New Realities September 23, 2008 Boston Harbor Hotel Jay P. Krupin Ana S. Salper Barry A. Guryan.

Handle Grievances and Win Arbitrations

Strict adherence to the rules– negotiate favorable procedures with detailed

requirements– force union to adhere to written procedures– deny grievances when union fails to adhere,

even for technical deficiencies

Page 35: Managing Unionized Workplaces in an Economic Downturn – The New Realities September 23, 2008 Boston Harbor Hotel Jay P. Krupin Ana S. Salper Barry A. Guryan.

Handle Grievances and Win Arbitrations

Time limits– enforce strictly and consistently in writing– avoiding waiver– creating past practice

Page 36: Managing Unionized Workplaces in an Economic Downturn – The New Realities September 23, 2008 Boston Harbor Hotel Jay P. Krupin Ana S. Salper Barry A. Guryan.

Handle Grievances and Win Arbitrations

Analyzing the Grievance - every end a means– prospects of winning - did you do everything

right?– may be more to grievance than "meets the eye"– think like the union when analyzing grievance– consider all consequences and costs

Page 37: Managing Unionized Workplaces in an Economic Downturn – The New Realities September 23, 2008 Boston Harbor Hotel Jay P. Krupin Ana S. Salper Barry A. Guryan.

Handle Grievances and Win Arbitrations

Consistency– key to winning– creates expectations– supported by documentation and examples

Page 38: Managing Unionized Workplaces in an Economic Downturn – The New Realities September 23, 2008 Boston Harbor Hotel Jay P. Krupin Ana S. Salper Barry A. Guryan.

Handle Grievances and Win Arbitrations

"Deny" is not a four-letter word– forcing union's "hand"– creating favorable past practice– supporting supervisors

Page 39: Managing Unionized Workplaces in an Economic Downturn – The New Realities September 23, 2008 Boston Harbor Hotel Jay P. Krupin Ana S. Salper Barry A. Guryan.

Handle Grievances and Win Arbitrations

When the union protects itself– duty of fair representation– making union's job "easier" when it comes to

refusing to proceed– helping union find an "out"

Page 40: Managing Unionized Workplaces in an Economic Downturn – The New Realities September 23, 2008 Boston Harbor Hotel Jay P. Krupin Ana S. Salper Barry A. Guryan.

Handle Grievances and Win Arbitrations

How to choose the arbitrator– employment history– record in similar cases– relevant personal characteristics

Page 41: Managing Unionized Workplaces in an Economic Downturn – The New Realities September 23, 2008 Boston Harbor Hotel Jay P. Krupin Ana S. Salper Barry A. Guryan.

Handle Grievances and Win Arbitrations

Limitations on the arbitrator– strict adherence to the CBA– decision only affects the grievant– limits on back-pay

Page 42: Managing Unionized Workplaces in an Economic Downturn – The New Realities September 23, 2008 Boston Harbor Hotel Jay P. Krupin Ana S. Salper Barry A. Guryan.

The Fifth Principle

Address Employee Dissatisfaction with the Union

Page 43: Managing Unionized Workplaces in an Economic Downturn – The New Realities September 23, 2008 Boston Harbor Hotel Jay P. Krupin Ana S. Salper Barry A. Guryan.

Address Employee Dissatisfaction with the Union

Not the " Roach Motel"– unions are not forever– employees have right to terminate

representation

Page 44: Managing Unionized Workplaces in an Economic Downturn – The New Realities September 23, 2008 Boston Harbor Hotel Jay P. Krupin Ana S. Salper Barry A. Guryan.

Address Employee Dissatisfaction with the Union

Objective, good-faith evidence– union is never around– no grievances filed– employee complaints about union

Page 45: Managing Unionized Workplaces in an Economic Downturn – The New Realities September 23, 2008 Boston Harbor Hotel Jay P. Krupin Ana S. Salper Barry A. Guryan.

Address Employee Dissatisfaction with the Union

Employee initiated activity– communications with management– filing a petition for election with NLRB– passing around "petition" disclaiming the

union

Page 46: Managing Unionized Workplaces in an Economic Downturn – The New Realities September 23, 2008 Boston Harbor Hotel Jay P. Krupin Ana S. Salper Barry A. Guryan.

Address Employee Dissatisfaction with the Union

Employee initiated activity– filing petition for election with NLRB– decertifying based on employee petition

Page 47: Managing Unionized Workplaces in an Economic Downturn – The New Realities September 23, 2008 Boston Harbor Hotel Jay P. Krupin Ana S. Salper Barry A. Guryan.

Address Employee Dissatisfaction with the Union

Acceptable communication– responding to employee expressions of

dissatisfaction– referring employees to NLRB for advice

Page 48: Managing Unionized Workplaces in an Economic Downturn – The New Realities September 23, 2008 Boston Harbor Hotel Jay P. Krupin Ana S. Salper Barry A. Guryan.

Address Employee Dissatisfaction with the Union

Avoiding unfair labor practices– being aggressive but smart– advising employees who no longer want union

representation

Page 49: Managing Unionized Workplaces in an Economic Downturn – The New Realities September 23, 2008 Boston Harbor Hotel Jay P. Krupin Ana S. Salper Barry A. Guryan.

Address Employee Dissatisfaction with the Union

Timing is everything– election– decertification petition

Page 50: Managing Unionized Workplaces in an Economic Downturn – The New Realities September 23, 2008 Boston Harbor Hotel Jay P. Krupin Ana S. Salper Barry A. Guryan.

Address Employee Dissatisfaction with the Union

The rest of the contract– duty to honor– timing considerations

Page 51: Managing Unionized Workplaces in an Economic Downturn – The New Realities September 23, 2008 Boston Harbor Hotel Jay P. Krupin Ana S. Salper Barry A. Guryan.

Managing Unionized Workplacesin an Economic Downturn –

The New Realities

© Copyright 2008, Epstein Becker & Green, P.C.

www.ebglaw.com