Case Number: TUR1/552/[2007]

19 June 2007

 

 

CENTRAL ARBITRATION COMMITTEE

 

TRADE UNION AND LABOUR RELATIONS (CONSOLIDATION) ACT 1992

 

SCHEDULE A1 - COLLECTIVE BARGAINING: RECOGNITION

 

DECLARATION OF RECOGNITION WITHOUT A BALLOT

 

 

The Parties:

 

Unite the Union (formerly known as Amicus)

 

 

and

 

 

Sutton Bridge Power Station GEII

 

Introduction

 

1.         Unite the Union (formerly known as Amicus) (the Union) submitted an application to the CAC dated 23 February 2007 that it should be recognised for collective bargaining purposes by Sutton Bridge Power Station GEII (the Employer) for a bargaining unit comprising “All employees with the exception of Station Manager, Operations Manager, Engineering Manager and Finance Manager”.  The CAC gave both Parties notice of receipt of the application on 23 February 2007.  The Employer submitted a response to the CAC dated 5 March 2007 which was duly copied to the Union.  Following the merger of Amicus with the TGWU on 1 May 2007 the application will proceed in the name of “Unite the Union”. 

 

2.         In accordance with section 263 of the Trade Union and Labour Relations (Consolidation) Act 1992 (the Act), the CAC Chairman established a Panel to deal with the case.  The Panel consisted of Mr Chris Chapman, Deputy Chairman, and, as Members, Mr Paul Gates and Mr Roger Roberts.  The Case Manager appointed to support the Panel was Sarah Kendall and for the purposes of this decision, Nigel Cookson.

3.         By a decision dated 22 March 2007 the Panel accepted the Union’s application.  The parties then entered a period of negotiation, with the assistance of Acas, in an attempt to reach agreement on the appropriate bargaining unit.  Both parties in letters dated 13 April 2007 informed the CAC that the bargaining unit had been agreed.  The bargaining unit agreed by the Parties was one comprising “Operations Technicians, Maintenance Technicians, Shift Supervisors, Maintenance Supervisors and Purchasing and Warehousing Specialist”.   The location of the agreed bargaining unit was Sutton Bridge Power Station, Centenary Way, Sutton Bridge, Lincolnshire PE12 9TF.  This bargaining unit differed from that originally proposed by the Union by the exclusion of the Environmental Health and Safety Specialist.

 

4.         As the agreed bargaining unit was different from that which was proposed by the Union in its application the Panel was required by paragraph 20 of Schedule A1 to the Act (the Schedule) to determine whether the Union’s application was valid or invalid within the terms of paragraphs 43 to 50.  Both parties were accordingly invited to supply the Panel with written submissions relating to the tests set out in the paragraphs referred to above.  The Panel, having considered all the evidence lodged by the parties, was duly satisfied that the tests had been met.  By a decision dated 4 May 2007 the Panel determined that the application was valid and gave notice to the parties, in accordance with paragraph 20(5) of the Schedule, that it would proceed with the application.

 

5.         On 19 April 2007 the Case Manager received the first of three emails that were to be received from workers purporting to be in the agreed bargaining unit.  In the first of the emails the Case manager was informed:

 

“As a non-union member of GE at Sutton Bridge Power Station, I am surprised, if not a little distressed, at the thought that I could be forced once again against my desire to accept recognition of the union and bargaining unit.  As with 3 years ago, I will have to accept the final decision, but I feel that there are only 2 fair ways to judge the opinions of those employed here: -

1)  To have a secret ballot allowing all those on site who wish to vote to do so.

2)  To allow those who wish to be part of a union to join / carry on and let them speak on their behalf, but leave the remainder to discuss their own individual matters directly with the management themselves. 

Surely in a democratic, free-speaking country in which we all live, we should all be entitled are express our opinions.”

 

Then, in a separate email also of 19 April 2007 the Case Manager was informed:

 

“…I am still part of the work force until the 01-05-07.  I do not agree with holding another ballot there were sixteen signatures on the original ballot out of a possible 27/28 which in my mind makes a majority.  You were offered a site wide ballot on more than one occasion and you declined what has changed.”

 

The final email was received on 23 April 2007.  The author wrote:

 

“I would like to take this opportunity to ask you to please grant automatic recognition to the Union Amicus. We need to keep Amicus on site to represent the memberships view to a very dictatorial management who tend to take very little notice of the individuals views.”

 

Issues

 

6.         Paragraph 22 of the Schedule provides that where the CAC is satisfied that a majority of the workers constituting the bargaining unit are members of the union, it must issue a declaration of recognition under paragraph 22(2) unless any of three qualifying conditions in paragraph 22(4) applies.  Paragraph 22(3) requires the CAC to hold a ballot even where it has found that a majority of workers constituting the bargaining unit are members of the union if any of these conditions is fulfilled.  The qualifying conditions are set out in paragraph 22(4), which reads:

 

“(4) These are the three qualifying conditions -

 

a) the CAC is satisfied that a ballot should be held in the interests of good industrial relations;

b) the CAC has evidence, which it considers to be credible, from a significant number of the union members within the bargaining unit that they do not want the union (or unions) to conduct collective bargaining on their behalf;

c) membership evidence is produced which leads the CAC to conclude that there are doubts whether a significant number of the union members within the bargaining unit want the union (or unions) to conduct collective bargaining on their behalf.”

 

7.         In a letter dated 4 May 2007 the Union was asked by the CAC if it wished to claim majority membership within the bargaining unit, and if so, whether it wished to submit to the Panel that it should be recognised without a ballot in accordance with paragraph 22(2) of the Schedule.  In a letter dated 10 May 2007 the Union stated that according to the membership check previously carried out by the CAC the Union had 19 members within an agreed bargaining unit of 29 workers.  This gave a membership level of 67.85%.  Further, the Union had a petition showing 16 of these members favoured recognition which indicated 57.14% support.  It was clear from the membership check that the Union had a majority of the workers constituting the bargaining unit in membership and therefore, in accordance with paragraph 22 of the Schedule, the CAC must issue a declaration that the Union was to be recognised unless any of the qualifying conditions in paragraph 22(4) was fulfilled.

 

8.         The Union then went on to address each of the qualifying conditions in turn.  Firstly, as to whether the CAC was satisfied that a ballot should be held in the interest of good industrial relations the Union explained that its view, having regard to the high level of membership and the supportive petition, was that it would not be in the interests of good industrial relations to hold a ballot.  According to the Union, to do so would be likely to be divisive and polarise opinions.  Secondly, as to whether the CAC had evidence which it considered to be credible from a significant number of Union members that they did not want the Union to conduct collective bargaining on their behalf the Union explained that it was aware that the Employer was conducting its own survey, presumably with a view to persuading the Panel that this condition was fulfilled.  However, the Union did not know what the outcome of this survey would be but nevertheless, it did not believe that much weight should be placed on the results thereof.  Although the survey was being conducted by an independent balloting organisation there was concern amongst the workforce that any results would not be confidential and that the Employer would know how each individual voted.  This, the Union argued, would be likely to adversely affect the reliability of the survey.  The Union added that apparently the envelopes enclosing the ballot papers had been colour coded to indicate the category of worker and further, the ballot papers had individual numbers from which the workers could be identified.  These matters had increased the anxiety amongst the workforce that their views would not be secret from the Employer.  In addition, the survey was being carried out against a background whereby the Union did not have access to the workforce whereas the Employer had been able to express its views regarding recognition freely.  Thirdly, the Union was not aware that any membership evidence had been produced which would lead the CAC to conclude that the condition under paragraph 22(4)(c) was fulfilled.           

 

9.         The Union concluded its letter by requesting that the CAC decide in its favour and issue a declaration of recognition without the necessity of the additional delay and expense that would result from the holding of a ballot.

 

10.       The Union’s letter was forwarded to the Employer and the Employer’s comments on the letter and qualifying conditions were duly invited.  In a letter dated 24 May 2007 the Employer argued that a ballot should be held in the interests of good industrial relations.  It reiterated its earlier point set out in its letter of 27 April 2007 calling into question the validity of the Union’s petition.  This petition had not been validated against current membership records and was believed to be subject to a degree of peer level influence.  The Employer stated that, based on the feedback given by members and non-members alike, to not allow a ballot would irreversibly damage staff relationships at the site.  It argued that the workers’ opinions could only be truly demonstrated through the holding of a secret ballot. 

 

11.       The Employer explained that it had independently commissioned its own staff survey which was carried out by the Association of Electoral Administrators.  This survey demonstrated that 58% of those that voted were not in favour of recognition.  The Employer refuted the Union’s allegations relating to the marking of envelopes and categories of worker saying that they were completely unfounded.  Details of the organisation conducting the survey were fully available to all of the members of the bargaining unit including the Union’s site representatives.  In addition the Union had had free and open access to its members and workers and its comments regarding its lack of access to the workforce were incorrect.  As to the second qualifying condition the Employer was of the view that a significant number of Union members would not favour the Union conducting collective bargaining on their behalf if they were given the opportunity to express their view by a secret ballot.  The survey indicated that a majority of those that voted did not favour recognition.  Finally, as the Employer did not have access to membership evidence it was unable to comment further regarding the third qualifying condition.

 

12.       The Employer concluded its letter by explaining that promoting an open and effective communication and considering the views of all of its workers was a crucial part of its success as a business.  A key part of this was allowing all members of the bargaining unit to express their viewpoint independently.  Having regard to these and previous points the Employer requested that the CAC allowed a ballot to be held in the interests of good industrial relations being maintained at the site.

 

13.       In a letter dated 7 June 2007 the Union responded to the Employer’s points.  It submitted that none of the arguments put forward in the Employer’s letter established that any of the three qualifying conditions set out in paragraph 22(4) were made out.

 

14.       The Employer relied upon the survey that it had conducted as evidence that the CAC should be satisfied that a ballot should be held in the interests of good industrial relations.  The Union did not agree.  Despite the Employer’s protestations the envelopes were marked as the Union had described and the Union believed that this would have led workers either not to vote or to believe that the manner or fact of voting would become know to the Employer.  Further, the Union noted that the Employer did not state how many members of the bargaining unit had actually voted save that 58% of those that did vote were not in favour of recognition.

 

15.       The Union did not believe that the Employer’s survey was a reliable indicator of the views of the bargaining unit or that a statutory ballot should be held in the interests of good industrial relations.  The Union asked the Panel to note that there had been good industrial relations between the parties in the past three year period of voluntary recognition when pay awards were always agreed without the need to use the disputes procedure.   The Union was concerned that a statutory ballot might serve to polarise positions and jeopardise a return to such good industrial relations.  With regards to the other two conditions referred to in paragraph 22(4) the Union did not consider that anything in the Employer’s letter of 24 may 2007 went towards establishing that either condition was fulfilled.           

 

Considerations

 

16.       The Act requires the Panel to consider whether it is satisfied that the majority of the workers constituting the bargaining unit are members of the Union.  If the Panel is satisfied that the majority of the bargaining unit are members of the Union, it must then decide if any of the three conditions in paragraph 22(4) are fulfilled.  If the Panel considers any of them are fulfilled it must give notice to the parties that it intends to arrange for the holding of a secret ballot.

 

17.       During the acceptance period the level of Union membership in the proposed bargaining unit was tested.  In the Case Manager’s report dated 15 March 2007 the level of Union membership was established as being 67.86%.  The difference between the proposed and agreed bargaining units was relatively minor.  Using the data set out in its decision at the acceptance stage together with subsequent information provided by both parties, the Panel notes that both the size of the agreed bargaining unit and the density of the Union’s membership therein remained unchanged.  Accordingly the Panel is satisfied that a majority of the workers constituting the bargaining unit are members of the Union.

 

18.       The Panel has given thorough consideration to each of the qualifying conditions laid down in paragraph 22(4).

 

19.       The first condition is that the Panel is satisfied that a ballot should be held in the interests of good industrial relations.  The Union submitted that good industrial relations would not be best served by the holding of a ballot.  It argued that to do so would polarise positions and jeopardise a return to such good industrial relations that were enjoyed by the parties during the period of the previous voluntary arrangements.  The Union urged the Panel to disregard the results of the Employer’s survey arguing that not only were the results misinterpreted but that it had fundamental concerns as to how the survey was conducted.  On the other hand the Employer submitted that the results of its survey were a clear demonstration of the need for a ballot to be held.   The Panel noted however that although it was informed of the overall percentage of the majority in the ballot it was not told the question posed, the number of workers that voted or the overall figures for those voting in favour and those voting against.  Further the Employer argued that the validity of the Union’s petition, which showed a slight majority in favour of recognition, as the names on the petition had not been checked was open to question and it also believed that peer pressure was a factor in the way it was gathered.  The Employer also referred to how it sought to promote open and effective communication and that considering the views of all of its workers was an important part of this process and crucial to its success.  However, the Employer has failed to adequately explain exactly how industrial relations would suffer if no ballot was held.  Having considered all the evidence in this case, the Panel is persuaded that there is no reason to suppose that the interests of good industrial relations require that a ballot be held in this instance.  The Panel is not persuaded by the results of the Employer’s survey as indicative of the need for a ballot.   It is misleading to claim that the result of the survey showed a majority of those that voted were not in favour of recognition without saying how many workers actually voted.  It seems to the Panel that good industrial relations with the Employer would be best served by securing the re-establishment of a bargaining relationship between the parties as soon as possible and that there would be no benefit in prolonging the present situation by the holding of a secret ballot.  Therefore the Panel is satisfied that this condition does not apply.

 

20.       The second condition is that the CAC has evidence, which it considers to be credible, from a significant number of the union members within the bargaining unit that they do not want the union (or unions) to conduct collective bargaining on their behalf.  The only communications received from workers in the bargaining unit are those rehearsed in paragraph 5 above.  However, it is abundantly clear that these emails can be disregarded for the purpose of this qualifying condition given that one is from a non-member, one is from a worker that ceased to be in the bargaining unit on 1 May 2007 and the third is an email urging the Panel to grant recognition without a ballot.  The Employer submitted that it was of the view that a significant number of Union members would not favour recognition if they were given the opportunity to express this view in a secret ballot.  However, this is not the point.   This test here is whether the CAC is currently in possession of evidence, which it finds credible, from a significant number of Union members that they do not want the Union to conduct collective bargaining on their behalf.  There is no such evidence before it and accordingly the Panel finds this condition not fulfilled.

 

21.       The third condition is that membership evidence is produced which leads the CAC to conclude that there are doubts whether a significant number of the union members within the bargaining unit want the union to conduct collective bargaining on their behalf.  No such evidence has been produced, and this condition does not apply. 

 

Declaration

 

22.       Following careful consideration of all aspects of the case and all the relevant evidence before it, the Panel declares that the Union is recognised by the Employer as entitled to conduct collective bargaining on behalf of the bargaining unit particularised in paragraph 3 of this declaration.

 

Panel

 

Mr Chris Chapman

Mr Paul Gates

Mr Roger Roberts

 

 

19 June 2007