TUR1/357/(2004)

2 August 2004

 

 

CENTRAL ARBITRATION COMMITTEE

TRADE UNION AND LABOUR RELATIONS (CONSOLIDATION) ACT 1992

SCHEDULE A1 - COLLECTIVE BARGAINING: RECOGNITION

DETERMINATION OF THE BARGAINING UNIT

 

The Parties:

AMICUS

and

SEBDEN STEEL SERVICE CENTRES LIMITED

 

Introduction

 

1.      Amicus (the Union) submitted an application to the CAC dated 22 March 2004 that it should be recognised for collective bargaining purposes by Sebden Steel Service Centres Ltd (the Company) in respect of a bargaining unit comprising all Machine Operators, Crane Drivers, Forklift Truck Driver, Slitter Operator, General Labourer and Guillotine Operator located at the Brierley Hill site.  The CAC gave both parties notice of receipt of the application on 22 March 2004.

 

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 Ms Mary Stacey, Chairman, and as Members, Mr Ken Cameron and Mr Ged Fisher. The Case Manager appointed to support the Panel was Humphrey Uddoh.

 

3.      By a decision dated 12 May 2004, the Panel decided that the Union’s application should be accepted by the CAC.  As the parties were unable to reach an agreement on the appropriate bargaining unit, the Panel invited the parties to attend a hearing and to provide the Panel with, and exchange, written submissions relating to the question of the determination of the appropriate bargaining unit. A hearing was held on 21 June 2004 in London and the names of those who attended are appended to this decision.  As Ms Stacey was unavailable for the hearing, Professor Roy Lewis was appointed Chairman of the Panel and, for the purposes of this decision, the Case Manager was Roshan Kamall.

 

Summary of the submission made by the Union

 

4.      The Union submitted that the Panel, in deciding whether or not the proposed bargaining unit was an appropriate one, should take into account the Court of Appeal’s judgment in R v CAC ex parte Kwik-Fit (GB) Ltd [2002] IRLR 395, and should only consider an alternative bargaining unit if it decided that the Union’s proposed bargaining unit was not appropriate.  The Union stated that it understood the Company’s position to be that the categories of workers described in the Union’s application, namely Machine Operators, Crane Drivers, Forklift Truck Driver, Slitter Operator, General Labourer and Guillotine Operator, constituted an appropriate group of workers and that the only question to be resolved was whether the bargaining unit should be the workers of that description at the Brierley Hill site only, the Union’s proposed bargaining unit, or the workers of that description across all the Company’s seven sites, the Company’s preferred bargaining unit.

 

5.      The Union argued that its proposed bargaining unit was appropriate as it constituted a natural constituency of those workers employed within the Company whose terms and conditions and geographical location were distinct from those of workers employed outside the proposed bargaining unit. The Union stated that there were no cultural or organisational reasons to suggest that its proposed bargaining unit was not consistent with effective management, and expressed the view that its proposed bargaining unit was consistent with all criteria listed in paragraph 19 of Schedule A1 to the Act.

 

6.      The Union stated that no bargaining arrangements existed either locally or nationally for the workers in its proposed bargaining unit.  The Union was aware of there having been a works council for the employees at the Brierley Hill site, but argued that in so far as it existed it was merely an informal consultative committee which did not engage in collective bargaining.  Furthermore, the worker representatives had been appointed by the Company and were not elected from the workforce. 

 

7.      The Union also stated that the workers within the proposed bargaining unit had different terms and conditions from those outside the bargaining unit.  By way of examples, the Union stated that the hourly rate of pay and bonus payments differed from the rest of the Company.

 

8.      The Union argued that its proposed bargaining unit was not in itself a small unit and would not lead to the creation of a small fragmented bargaining unit.  The Union stated that there were 45 workers within its proposed bargaining unit and that it was not therefore ‘small’ in either numerical terms or as a proportion of the Company’s total workforce.  The Union contended that the Company had already conceded that the characteristics and the categories of employees within in the bargaining unit lent themselves to collective bargaining since it was not seeking to change the description of workers, but rather to extend the unit to all sites within the Company.

 

9.      In its closing statement the Union repeated its argument that the workers within its proposed bargaining unit were on different terms and conditions from those workers outside the proposed unit carrying out the same functions.  The Union contended that this had not in the past led to ineffective management.  It therefore submitted that its proposed bargaining unit was compatible with effective management and was an appropriate unit.

 

Summary of the submission made by the Company

 

10.  The Company stated that the Sebden Group consisted of Sebden Steel Service Centres Ltd, which was engaged in steel processing, and Albion Steel Sections Ltd, which made steel sections for the construction industry.  Albion Steel Sections Ltd was based at a single site in respect of which the Company had recognised the Transport and General Workers’ Union for collective bargaining.  Sebden Steel Service Centres Ltd was made up of seven sites that had previously been separate companies which the Sebden Group had acquired over a number of years.  The Brierley Hill site, formerly R B Iron and Steel, was acquired by Sebden Steel Service Centres Ltd in 1999.

 

11.  The seven sites and the approximate number of the relevant description of workers at each site was as follows:

 

 

Altrincham

45

Brierley Hill

45

Newton Aycliffe

15

Chichester

10

Lisburn

20

Newport

10

Colours

5

 

12.  The Company clarified at the hearing that there were in fact two operations in or around Brierley Hill with separate local management, that is, the Brierley Hill site as such and a small site called “Colours”, which employed five workers of the relevant description, and was immediately adjacent to the Brierley Hill site. 

 

13.  Each of the seven sites was run by a Divisional Director with the two largest being run by Deputy Managing Directors who had seats on the Company’s Board.  The Company’s aim was nevertheless to provide a coordinated national service to its customers.

 

14.  The Company explained that, over a period of several years, it had been working towards harmonising the terms and conditions for all employees across the seven sites, and had sought to move in that direction at Brierley Hill since 2000.  That programme had led to a standard shorter working week of 37½ hours for employees at Brierley Hill, which brought Brierley Hill into line with the other sites.  All employees were now eligible for a company-wide death in service scheme and pension scheme.  Take up in respect of the pension scheme varied across sites, and to date no worker at Brierley Hill had sought to take up the Company’s offer.  The Company also stated that employees at Brierley Hill had been offered the same Permanent Health Insurance Scheme as employees at the others sites, but that the Brierley Hill works council declined to accept it.  The Company was currently making efforts to introduce a bonus scheme for all works employees.  Holidays at all sites were now a standard five week entitlement.  If a disciplinary matter was initiated and went to a level beyond the individual site, it was dealt with in a uniform way by higher management drawn from above the level of the site.

 

15.  Terms and conditions of employment for all works employees were reviewed annually by a remuneration committee consisting of three Board Members. The Company stated that pay increases were discussed at local level at the works councils and that each council submitted its views to the remuneration committee.  The Company explained that the Board’s considerations were nevertheless governed by the performance of the Company as a whole and not by the performance of individual sites.  Despite the fact that two sites were loss-making, the strength of the Group had allowed improvements in rates of pay for all employees.

 

16.  The Company acknowledged that pay rates at both Brierley Hill and Colours were higher than at the other five sites; the average hourly rate for works employees at Brierley Hill and Colours was £6.12, as opposed to £5.84 at the other sites.  The Company acknowledged further that Brierley Hill had its own bonus scheme.  It stated that it planned to introduce a more uniform bonus scheme across all sites, including Brierley Hill, but that this would not supplant the existing bonus scheme at Brierley Hill.

 

17.  The Company emphasised that a bargaining unit consisting solely of workers employed at the Brierley Hill site would not be compatible with effective management as it would vitiate the work carried out on harmonisation across the Group.  The Company also argued that the Union’s proposed bargaining unit would result in fragmented bargaining as there would be pressure to treat workers at Brierley Hill differently, an outcome the Company regarded as undesirable and counterproductive. It could also lead to unrest and resentment amongst employees at other sites as the workers at Brierley Hill were already on the highest rates of pay within the Company.

 

18.  In closing, the Company stated that Brierley Hill was not an appropriate bargaining unit.  The appropriate bargaining unit was one consisting of the categories of workers described in the Union’s application at all seven of the Company’s sites.

 

Further Evidence

 

19.  At the hearing the Panel Chairman asked the Company to provide further information for the Panel’s consideration, namely, documentary evidence concerning the Company’s policy of moving towards harmonisation of terms and conditions for all sites including Brierley Hill.  Such documentation was to cover bonus schemes, permanent health insurance and pensions, and rates of pay per job description for workers at Brierley Hill and all other sites.  It was agreed that the Company would send copies of the requested information to the Union at the same time as supplying it to the CAC. The Case Manager confirmed the request in a letter dated 22 June 2004.

 

20.  The Company provided some of the requested information to the CAC on 28 June 2004.  The Union provided written comments on the Company’s evidence on 2 July 2004.

 

21.  The information provided by the Company was in the form of a letter and enclosures.  The enclosures included the notes of several works council meetings, dating from the time Sebden Steels had taken over the Brierley Hill site from the previous owners, written notices and communications to the workers at Brierley Hill, and an example of a written statement of particulars of terms and conditions of employment.  In its letter, the Company indicated that it was not prepared to disclose information on rates of pay as it did not consider it to be relevant to the question of determining an appropriate bargaining unit.  However, it confirmed that rates of pay at the Brierley Hill site were “a little ahead of the market place and the rest of the company as a whole”, and that a revised bonus scheme was in operation at four sites with an expectation that it would soon be applied to the other sites.

 

22.  The Union noted that, despite the Company’s refusal to provide detailed information on rates of pay, it accepted the Company’s assertion that pay rates at Brierley Hill were superior to those at the rest of the Company and the marketplace.  The Union further commented, in relation to the documents provided by the Company, that: (a) there was no evidence that there was a Company policy in favour of introducing, or any attempt to introduce, harmonised bargaining arrangements; (b) there was no evidence of existing bargaining arrangements, although there appeared to be a limited consultation mechanism; (c) it was established that the Colours unit operated on the Brierley Hill site but was operationally distinct; and (d) the Company’s statement that pay rates for the Brierley Hill workers were higher supported the Union’s contention that the characteristics of those workers were different from those of other employees.

 

Considerations

 

23.  The Panel is required by paragraph 19(3)(a) and (b) of Schedule A1 to determine the appropriate bargaining unit. In doing so it must be guided by the overriding principle that the unit must be compatible with effective management.  Paragraph 19(4) lists certain other considerations to be taken into account in so far as they do not conflict with this primary principle.  These are: the views of the employer and of the union; existing national and local bargaining arrangements; the desirability of avoiding small fragmented bargaining units within an undertaking; the characteristics of workers falling within the proposed bargaining unit and of any other employees of the employer whom the CAC considers relevant; and, the location of workers.  The Panel must also have regard to paragraph 171 of the Schedule which provides that “in exercising its functions under this Schedule in any particular case the CAC must have regard to the object of encouraging and promoting fair and efficient practices and arrangements in the workplace, so far as having regard to that object is consistent with applying other provisions of this Schedule in the case concerned”.

 

24.  The CAC’s duty was explained by the Court of Appeal in R v CAC ex parte Kwik-Fit (GB) Ltd [2002] IRLR 395.  The CAC considers the union’s proposed bargaining unit and determines whether it is appropriate.  As part of that process, it must consider whether the employer’s objections to the union’s unit and the employer’s own proposed bargaining unit, if any, render the union’s proposed unit inappropriate.  The test is a comparatively modest one of ‘appropriateness’, which is not to be equated with the best possible, or optimal, outcome.  Further, the CAC exercises its duty in the light of the legislative purpose, which was described by Elias J in a passage approved by the Court of Appeal in Kwik-Fit as follows: “to enable a trade union which is refused recognition by an employer to use the legal process to require the employer to enter into collective bargaining”.

 

25.  The issue in dispute between the parties is whether the bargaining unit should comprise the categories of workers described in the Union’s application, namely Machine Operators, Crane Drivers, Forklift Truck Driver, Slitter Operator, General Labourer and Guillotine Operator, at the Company’s Brierley Hill site only, as proposed by the Union, or if that unit was found to be inappropriate, a bargaining unit comprising such workers across the Company’s seven sites, as proposed by the Company.   It is to be noted that neither party suggested that the appropriate unit should consist of workers of the relevant description at the two adjacent sites of Brierley Hill and Colours.

 

26.  The rationale for the Union’s position was that there was a cohesive group of workers at the Brierley Hill site, that there were distinct terms and conditions arrangements applicable at that site only, that harmonisation had not progressed as quickly or as far as the Company contended, that there were no bargaining arrangements in place across the Company and that the number of workers in its proposed unit would not lead to the creation of small fragmented bargaining units.  The Company, on the other hand, contended that it was in the process of implementing a national level of service to customers that was consistent across the Company, that part of that process was harmonising the terms and conditions of all, to use the Company’s terminology, works employees, that many harmonised elements within the terms and conditions arrangements were already in force, that decisions on pay increases were taken at Board rather than local level and that separate bargaining arrangements for Brierley Hill would create internal divisiveness within the Company.

 

27.  The Panel’s decision has been taken after a full and detailed consideration of the views of the parties as expressed in their written submissions, their supplementary submissions post-dating the hearing, and the oral evidence and argument advanced at the hearing.

 

28.  The considerations that the Panel has taken into account in reaching its conclusions on whether the Union’s proposed bargaining unit is compatible with effective management are as follows.

 

(1)   The average hourly rate of pay for the workers at Brierley Hill and Colours is higher than that at the other five sites.

 

(2)   Pay increases are determined by a Board-level remuneration committee after some input from site-level consultative works councils.

 

(3)   Apart from average hourly rates, Brierley Hill has its own bonus scheme.   This scheme was not to be eliminated as part of the Company’s initiative to provide a more uniform bonus.

 

(4)   The Company has harmonised across all sites some major elements of the terms and conditions package, including hours, holidays, the disciplinary procedure above site-level, and the provision of death-in-service benefit and a pension scheme.

 

(5)   Take up of the pension scheme varies across sites, and no worker at Brierley Hill has to date chosen to take up the Company’s pension.

 

(6)   While a personal health insurance scheme applies at other sites, the works council at Brierley Hill opposed its application and it was not applied there.

 

(7)   There is no company-wide works council or other company-wide consultation machinery in respect of terms and conditions of employment.  There are only site-level consultative bodies, including the one at Brierley Hill, with representatives appointed by the Company rather than elected by the workforce.

 

(8)   While it is possible that the introduction of collective bargaining at Brierley Hill could have an impact on pay levels and other aspects of terms and conditions of employment, depending on what the Company might agree with the Union, the Company’s concern over “divisiveness” is at this stage speculative.  Moreover, if it engaged in collective bargaining at Brierley Hill, the Company would be unlikely to abandon its harmonisation objective.

 

(9)   There is a tier of senior management above site-level, but each site has a local director and to that extent has a degree of autonomy.

 

29.  In the light of these considerations, the Panel concludes that on balance the Union’s proposed bargaining unit is compatible with effective management.

 

30.  The Panel has also considered the matters listed in paragraph 19(4) of the Schedule so far as they do not conflict with the need for the bargaining unit to be compatible with effective management.  Firstly, the Panel has taken account of the views of the parties as summarised in this decision.  Secondly, the Panel finds that there are no existing bargaining arrangements within the Company.  Thirdly, the Panel does not consider that the adoption of the Union’s proposed bargaining unit would give rise to small fragmented bargaining units.  Fourthly, the workers in the Union’s proposed bargaining unit at Brierley Hill are a coherent group, even though there are similar workers at the Company's other sites.  Finally, all the workers in the proposed bargaining unit are by definition employed at one location.  The Panel also considers that its decision is consistent with paragraph 171 of the Schedule.

 

Decision

 

31.  The appropriate bargaining unit is that proposed by the Union, that is, all Machine Operators, Crane Drivers, Forklift Truck Driver, Slitter Operator, General Labourer and Guillotine Operator at the Company’s Brierley Hill site.

 

 

 

 

 

 

Professor Roy Lewis

Ken Cameron

Ged Fisher

 

 

2 August 2004


Appendix

 

 

Names of those who attended the hearing:

 

 

Representing the Union

 

Neil Johnson                                         Solicitor – Rowley Ashworth

 

Arthur Emanuel                         Regional Organiser

 

Neil Jones                                            Employee - Amada Operator

 

Derek Swift                                          Amicus Observer

 

Alison Humphrey                                  Rowley Ashworth Observer

 

 

Representing the Company

 

Terry Rahilly                                         Advisor – Peninsula Business Services

 

Ron Hill                                                Chairman and Chief Executive Officer

 

Tony Smith                                           Divisional Managing Director

 

Derry Nicklin                                        Divisional Director