Case Number: TUR1/358/[2004]

6 September 2004

 

 

 

 

 

 

 

 

CENTRAL ARBITRATION COMMITTEE

 

TRADE UNION AND LABOUR RELATIONS (CONSOLIDATION) ACT 1992

 

SCHEDULE A1 - COLLECTIVE BARGAINING: RECOGNITION

 

DECISION ON WHETHER THE APPLICATION IS VALID FOLLOWING

 

DETERMINATION OF THE BARGAINING UNIT

 

 

 

The Parties:

 

CATU

 

 

and

 

 

Industrial Agricultural Engineers

 

 

Introduction

 

1.         CATU (the Union) submitted an application to the CAC dated 25 March 2004 that it should be recognised for collective bargaining by Industrial Agricultural Engineers (the Employer) for ‘(a)ll shop floor workers at the Riverside Works, Macclesfield Road, Leek, Staffordshire, ST13 8LB, not including any office staff, works managers or foremen’.  The CAC gave both Parties notice of receipt of the application on 26 March 2004.  The Employer submitted a response to the CAC on 7 April 2004 which was copied to 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 Professor Frank Burchill, Panel Chairman, and, as Members, Mr David Bower and Ms Bronwyn McKenna.  The Case Manager appointed to support the Panel was Nigel Cookson.

3.         By a decision dated 10 June 2004, the Panel accepted the Union’s application and, as no agreement was reached on the bargaining unit, subsequently invited both Parties to supply the Panel with, and to exchange, written submissions relating to the question of the determination of the appropriate bargaining unit.  A hearing was held on 4 August 2004.  The Panel decided that the appropriate bargaining unit was all shop-floor workers below the level of foreman employed at the Employer’s sites in Macclesfield Road, Abbey Green Road and Barnfields Industrial Estate.  This bargaining unit differed to that proposed in the Union’s application by the inclusion of the shop-floor workers at the site on Barnfields Industrial Estate.

 

4.         As the determined bargaining unit differed from that proposed by the Union the Panel is required by paragraph 20 of Schedule A1 to the Act (the Schedule) to determine whether the Union’s application is valid or invalid within the terms of paragraphs 43 to 50, namely that there is no existing recognition agreement in force, that there is no competing application and that there has been no previous CAC application in respect of the new bargaining unit.  In addition, the Panel has to be satisfied, in accordance with paragraphs 45(a) and (b) of the Schedule, that 10% of the workers constituting the new bargaining unit are members of the union and that a majority of those workers would be likely to favour recognition of the union as entitled to conduct collective bargaining on behalf of the bargaining unit. 

 

5.         The Parties were invited to supply the Panel with written submissions relating to the aforesaid validity tests.

 

Submissions made by the Trade Union

 

6.         In a letter dated 18 August 2004 the Union stated that there was no recognition agreement in place that covered any of the workers in the new bargaining unit and there was no competing application from another trade union.  Further, no previous application has been made in respect of the new bargaining unit.  The Union explained that the difference between the proposed bargaining unit and the determined bargaining unit amounted to an extra 12 or so workers and that the membership check conducted against the proposed bargaining unit at the acceptance stage showed a membership level of 48.11%.  Accordingly, the Union contended, it would have well in excess of 10% membership within the new bargaining unit.  It also believed that the majority of the workers on the three sites in Leek wanted a union to be recognised.  Whilst it was difficult to calculate exact numbers, as the Employer continually moved union members around its sites, the Union believed that membership stood at about 51% at the Macclesfield Road site, 60% in the Abbey Green Road site and 40% at the Barnfields Industrial Estate.  This gave a total membership of 49.15%.  Union representatives had visited the Barnfields site and had received positive feedback and, with this in mind, the Union believed that non-members on the other two sites would also support its claim for recognition.               

 

Submissions made by the Employer

 

7.         The Employer, in a letter of 18 August 2004, expressed concern about workers listed by the Union as in membership when they had either cancelled their membership or had simply expressed an interest in joining.  To ensure that the Panel could adequately assess whether 10% of the workers in the new bargaining unit were in membership and whether a majority of workers in the bargaining unit would be likely to favour recognition the Employer asked that a membership check be undertaken to assist with the validity of the tests. 

 

Membership and Support check

 

8.         To assist the determination of two of the validity criteria, whether 10% of the workers in the determined bargaining unit are members of the union and whether a majority of the workers in the bargaining unit are likely to support recognition of the Union, the Panel proposed a check to be undertaken by the Case Manager of the level of Union membership and support for recognition within the determined bargaining unit.  Both Parties agreed that the Employer would supply, to the Case Manager, a list of the names of workers within the bargaining unit and that the Union would supply, to the Case Manager, a list of union members within that unit and a copy of a petition signed by workers in support of recognition, to enable a comparison to be undertaken.  It was explicitly agreed with the Parties that, to preserve confidentiality, neither the relevant lists nor the petition would be copied to the other Party. These arrangements were confirmed in a letter dated 19 August 2004 from the Case Manager to both Parties. The Case Manager received the information from the Union on 20 August 2004 and the information from the Employer on 23 August 2004.  A report of the result of the check of the membership level and support for recognition was circulated to the Panel and the Parties on 23 August 2004. The Panel is satisfied that the checks were conducted properly and impartially and in accordance with the agreement reached with the Parties. 

 

9.         The list supplied by the Employer indicated that there was a total of 122 workers in the determined bargaining unit: 96 workers at the Macclesfield Road site, 8 at the Abbey Green Road site and 18 at Barnfields Industrial Estate.  The list supplied by the Union contained 43 names.  According to the Case Manager’s report, the number of Union members in the bargaining unit was 42. Based on a total figure of 122 workers in the bargaining unit, this constituted a membership level of 34.43%.  The Union also provided a petition signed by five workers.  It took the form of a single A4 sheet on Union headed paper, and contained the following statement: “I support the application made by CATU to bargain collectively over pay and conditions at IAE’s sites in Leek”.  The signatures on the petition were undated.  The check of the petition showed that it had been signed by 5 of the 122 workers, which is 4.10% of the bargaining unit.  Of those 5 signatories, 1 was a member of the Union (0.82%) and 4 were non-members (3.28%).  No additional checks were carried out to verify the information supplied by the Parties.

   

10.       The Parties were offered the opportunity to comment on the report on the membership and support check.

 

Employer’s comments on the Membership and Support check 

 

11.       The Employer, in a letter dated 26 August 2004, noted that there had been a decrease in the proportion of union members in the bargaining unit.  The Employer believed that the reduction, from 48.11%, as evidenced by the membership check conducted at the acceptance stage, to 34.43%, was significant and that it showed that the Union did not have the level of support that it claimed.  In deciding whether a majority would be likely to favour recognition, the Employer asked that the Panel took into account the reduction in Union support and the fact that a substantial proportion of workers within the bargaining unit were not union members.    

Union’s comments on the Membership and Support check 

 

12.       The Union, in a letter of 26 August 2004, commented that support for recognition was a lot higher than demonstrated by the Case Manager’s report.  It argued that the behaviour of the Employer was a significant factor in the reduction of union support levels “on paper”.  It pointed to the anti-union leaflet campaign that the Employer had carried out at the Macclesfield Road site in February 2004 in which “wildly speculative and incorrect statements” about the Union’s intentions and its wider role in industrial relations elsewhere were distributed to workers in the bargaining unit.  This leaflet, the Union submitted, set out to dissuade workers from joining the Union.  A letter to the workers in March 2004 again sought to dissuade workers from becoming members and instructed those workers that were members to cancel their union membership.  The Employer even took the step of providing the workers with a pre-paid envelope in which to return forms cancelling membership.  15 members took the decision to resign their membership shortly after receiving the Employer’s letter urging them to do so.  Contrary to the Employer’s claim, the Union had not included the 15 ex-members in the list it provided for the purpose of the membership check.  The Union is of the view that a good number of the members who resigned following receipt of the Employer’s letter in March 2004 would still support the claim for recognition but believed that they were publicly distancing themselves from union membership because they feared they would be acting against the Employer’s instructions if they were to remain in membership.

 

13.       The Union further argued that the Employer had drawn out the statutory proceedings by continually applying for, and being granted, extensions of time and that if these extensions had not been granted it was entirely possible that the majority of the 15 ex-members would have been in compliance at the time of the membership check.     

 

14.       Since the membership and support check was conducted the Union had conducted a further petition.  This petition carried the proposal “We the undersigned fully support CATU’s application to be recognised over pay and conditions at IAE’s sites in Leek” and was signed by nine non-members.  The Union asked that the Panel took this further petition into account in arriving at its decision adding that the petition could be made available to the Case Manager on the understanding that it was not copied to the Employer.

15.       The Union explained that it had not targeted the site on the Barnfields Industrial Estate as part of its campaign for recognition as it was not a site that fell within its proposed bargaining unit.  Whilst it had a degree of support at this site, nevertheless, a number of workers there had not been canvassed as to their view on union recognition.  The Union expressed its surprise that there were now 18 workers at this site as opposed to the 13 at the beginning of August 2004.           

            

16.       The Union was in receipt of a letter dated 25 August 2004 signed by six union members within the determined bargaining unit.  These members were concerned about their identity being revealed to the Employer and so the Union had not submitted the letter with its comments but stated it could be made available to the Case Manager on the understanding that it would not be copied to the Employer.  In the letter, which was addressed to the Panel, the six confirmed their union membership and stated that they were aware that the Panel was in the process of deciding whether the Union was to be recognised by the Employer.  They explained that they wanted to bring to the Panel’s attention that “management have bullied some people into cancelling their CATU membership” and that “there are a lot of non-members who have told us that they are in favour of the union being recognised”.  The letter concluded with a plea that a ballot be held so that the workers could vote on the issue. 

 

17.       There was, the Union submitted, a large number of other workers in the bargaining unit who, if asked, would support the Union’s claim for recognition.  This included workers that had expressly stated that they had no interest in joining the Union but nonetheless supported its claim. 

 

18.       The Union believed that these points: the anti-union campaign conducted by the Employer, the six members confirming by letter the Employer’s behaviour towards Union members, the further petition signed by nine non-members, the various delays that had resulted in 15 members falling out of compliance in mid July and the movement of staff between sites which made it more difficult for the Union to organise in recent months, when taken together, demonstrated that there was a high degree of hidden support for the Union across the bargaining unit as a whole.

 

19.       The Union concluded by submitting that, in spite of the above, almost 40% of the workers in the bargaining unit were already recorded as being in support of recognition.                   

 

Considerations

 

20.       The Panel has to be satisfied that the application is valid in terms of the tests laid down in paragraphs 43 to 50 of the Schedule as described in paragraph 4 above.

 

21.       The Panel, having considered the Parties submissions, is satisfied that the application is not invalid in terms of the tests laid down in paragraphs 44 and 46 to 49 of the Schedule.  In addition, the Panel is satisfied that the Case Manager's report, which showed that 34.43% of the workers in the determined bargaining unit were members of the Union, was properly conducted. The Panel has, therefore, decided that the level of Union membership in the determined bargaining unit constitutes 10% of the workers as required by paragraph 45(a) of the Schedule. 

 

22.       The remaining test for the Panel to decide is that set out in paragraph 45(b), namely whether or not a majority of the workers in the new bargaining unit would be likely to favour recognition of the union as entitled to conduct collective bargaining on behalf of the bargaining unit.  The Panel has carefully considered the submissions lodged by both Parties on this issue.  On the one hand the Employer has asked that the Panel looks to the reduction in Union membership since the acceptance stage, and the fact that, with membership now standing at 34.43%, there are more non-members than members in the new bargaining unit.  Alternatively, the Union set out a number of reasons as to why the Panel should consider the test satisfied regardless of the fact that the result of the membership and support check was not necessarily convincing.  The Union pointed to a campaign waged by the Employer to persuade Union members not to support its claim for recognition and to tactics which, it alleged, had been adopted by the Employer with the sole intention of frustrating the statutory process.  The Union has also informed the Panel that it is in possession of a letter confirming the actions of the Employer as well as a further petition signed by nine non-members supporting its claim for recognition although neither document has been seen by the Panel or the Employer nor have the names of the signatories been verified by the Case Manager. 

 

23.       It is the view of the Panel that behind those individuals that have joined a trade union will be workers, whilst supporting recognition, who prefer not to commit themselves to union membership and others who support recognition but whose membership is conditional upon recognition being granted.  The Panel considers that this would particularly apply to a workplace where an employer had mounted a specific campaign against trade union recognition.  In this instance, as well as leafleting the workers, the Employer provided workers in the bargaining unit with a form for them to complete in order to cancel their membership of the Union.  It went one stage further and provided a pre-paid envelope for the return of the completed form.  The question arises as to whether the 15 members who resigned from the Union genuinely wished to terminate their membership or, rightly or wrongly, felt that there was some expectation on the part of the Employer that they should take the action that had been suggested to them.  The Panel takes the view that, under such circumstances, the resignations cannot be relied upon as evidence that they did not support recognition of the Union.  The Panel regards the fact that there were no resignations prior to the Employer distributing its memorandum as significant in arriving at its decision.  In spite of the actions of the Employer, Union membership stands at roughly one-third of the determined bargaining unit.  For the reasons given above the Panel is of the view that there will be additional support for recognition from both ex and non-members and accordingly the Panel is satisfied that, on the balance of probabilities, the majority of the workers constituting the bargaining unit would be likely to favour recognition and the test in paragraph 45(b) is therefore satisfied.             

 

Decision

 

24.       The decision of the Panel is that the application is valid for the purposes of paragraph 20 of the Schedule and the CAC will therefore proceed with the application.

 


Panel

 

Professor Frank Burchill

Mr David Bower

Ms Bronwyn McKenna

 

6 September 2004