Case Number: TUR1/394/(2004)

 14 December 2004

 

 

CENTRAL ARBITRATION COMMITTEE

 

TRADE UNION AND LABOUR RELATIONS (CONSOLIDATION) ACT 1992

 

SCHEDULE A1 - COLLECTIVE BARGAINING: RECOGNITION

 

DETERMINATION OF THE BARGAINING UNIT

 

 

The Parties:

 

National Union of Journalists

 

and

 

Highbury Entertainment Ltd (formerly Paragon Publishing)

 

 

Introduction

 

1.         The National Union of Journalists (the Union) submitted an application to the CAC dated 16 September 2004 that it should be recognised for collective bargaining by Highbury Entertainment Ltd (the Employer) in respect of a bargaining unit defined in the following terms: “Individuals employed as staff in NUJ eligible grades at the above premises.  This includes the job titles editor, designer and writer and any permutations of these titles, but excludes directors”.  The location of the bargaining unit was given as Paragon House, St Peter’s Road, Bournemouth, Dorset.  In accordance with section 263 of the 1992 Act, the CAC Chairman established a Panel to deal with the case.  The Panel consisted of Professor John Purcell, Deputy Chairman, and, as Members, Dr Elizabeth Allen and Mr Ken Anthony.  The Case Manager appointed to support the Panel was Kate Norgate but for the purposes of this hearing was Sarah Kendall.

 

2.         By a decision dated 27 October 2004, the Panel accepted the Union’s application.  As the Parties were unable to agree an appropriate bargaining the Panel 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 2 December 2004 and the names of those who attended are appended to this decision.

 

Summary of the submission made by the Trade Union

 

3.         The Union opened its submission by stating that it had been actively involved with the Employer over the last two years and recalled that its first meeting was attended by 70 to 80 people.  The Union contended that it had recruited individuals into the Union on the back of that meeting and that the staff within the Company had perceived a real need for the NUJ.  The Union stated that, in a letter to the Employer dated 16 November 2004, it had set out the job titles of the workers within its proposed bargaining unit, namely:

 

            Staff Writer                              Senior Staff Writer

            Sub Editor                                 Trainee Sub Editor

            Senior Sub Editor                       News Editor

            Reviews Editor                          Features Editor

            Games Editor                            Deputy Editor

            Editor                                       Assistant Designer

            Designer                                   Senior Designer

            Art Editor                                 Senior Art Editor

            Group Art Editor                       Managing Editor

            Multimedia Editor                      Senior Multimedia Editor

            Picture Editor                            Digital Project Manager

 

4.         The Union claimed that even if Advertising and Production staff were to be added to its proposed bargaining unit, as proposed by the Employer, it would qualify for a declaration of recognition without a ballot.  The Union explained, however, that the Employer’s proposed bargaining unit presented it with a moral dilemma.  It had not included Advertising and Production staff on the grounds that that category of staff would not qualify for NUJ membership and, in consequence, its proposed bargaining unit was in line with the Union’s rulebook which defined eligibility for NUJ membership as:

 

“The union shall consist of journalists, including photographers, creative artists working editorially in newspapers, magazines, books, broadcasting, public relations and information, and electronic media; or as advertising and fashion photographers, advertising copywriters, editorial computer systems workers; or any English language journalist or a journalist working in English who is a member of an IFJ-affiliated union with an NEC-approved, reciprocal agreement with the NUJ and full-time officials of the union.”

 

5.         The Union stressed that if the Employer’s proposed bargaining unit were to be adopted, Advertising and Production staff would effectively be disenfranchised and precluded from representation by an appropriate union because, under the legislation, a second union could never seek statutory recognition.

 

6.         The Union contended that the Employer’s proposed bargaining unit was not compatible with effective management for a number of reasons.  Firstly, the Advertising and Production staff reported to a different Director from those workers in the Union’s proposed bargaining unit; secondly, Editorial staff were paid from the budgets allocated to particular magazines whereas there was a central budget for advertising; and, thirdly, a previous CAC Panel in an application involving the NUJ and Highbury WV [TUR1/257/2003], had decided that a bargaining unit consisting of all workers eligible for NUJ membership was compatible with effective management.

 

7.         The Union explained that there were currently no bargaining arrangements in place for any workers of the division of the Company to which the application applied. In addition to referring to the decision in the previous CAC application, the Union explained that the NUJ used an identical or very similar bargaining unit structure for all its existing collective bargaining agreements and claimed that it was accepted in the industry as a practical and very workable arrangement.

 

8.         The Union further stated that the adoption of its proposed bargaining unit would not lead to the creation of small fragmented bargaining units.  It was not aware of any attempts by other unions to organise those workers who fell outside its proposed bargaining unit but was nevertheless of the view that those workers could form a discrete and clearly defined bargaining unit.  The Union maintained that there were similar arrangements in place in other workplaces within the industry and that the NUJ worked effectively and often jointly with another union. 

 

9.         The Union submitted the workers within its proposed bargaining unit shared similar characteristics.  They were paid a flat rate on a monthly basis which did not include commission and they were all engaged in similar duties in that they played a part in a creative process which contributed a final product.  The workers were subject to the same disciplinary procedure and reporting processes, and received the same conditions of employment.  Workers outside the proposed bargaining unit reported along different lines.  Those who worked in sales also received commission on top of their basic salary.  The role of workers outside the proposed bargaining unit was one of supporting the creative process rather than actually contributing to the final product and in that way they had very different concerns and priorities compared with those within the unit.  The Union emphasised that the Company operated, within Highbury House Communications plc, as a discrete business unit with its own management structures, salary structures and contracts.

 

10.        The Union explained that all the workers in the proposed bargaining unit were employed at one site, the company’s premises at Paragon House, St Peter’s Road, Bournemouth, Dorset.  That made the definition of the bargaining unit a simple one in geographical terms.

 

11.        The Union accordingly asked the Panel to decide that its proposed bargaining unit was appropriate.

 

Summary of the submission made by the Employer

 

12.        The Employer’s proposed bargaining unit comprised the following workers:

 

Staff Writer

Senior Staff Writer

Trainee Sub Editor

Sub Editor

Senior Sub Editor

News Editor

Reviews Editor

Games Editor

Features Editor

Technical Editor

Deputy Editor

Editor

Group Editor

Managing Editor

Assistant Designer

Designer

Senior designer

Art Editor

Senior Art Editor

Group Art Editor

Mulitmedia Editor

Senior Multimedia Editor

Picture Editor

Digital Projects Manager

Advertising Copy Controllers

Senior Copy Controller

Advertising Designers

Production Manager

Production Coordinator

Advertising Production

  Coordinator

Assistant Production

  Coordinator

Scanner Operator

Bureau Manager

 

13.        The Employer’s position was that it could not be compatible with effective management to exclude from the bargaining unit, as sought by the Union, the 13 workers in Advertising and Production.  Those workers worked closely with the Editorial and Design teams in the production of magazines and made a valuable contribution to the Company.

 

14.        The Employer contended that no distinction should be made between the two groups of workers and that a bargaining unit on the lines proposed by the Union would lead to fragmentation.  It argued that the Panel should not be influenced by the decision in the previous CAC application, cited by the Union, as the circumstances in that division were very different.  The Employer pointed out that all employees in the Production and Editorial Departments were recruited with the same skill sets in English and software knowledge, workers often started their careers in Production Departments and then transferred to Editorial, and that there were some posts, for example Scanner Operator and Bureau Manager, where the reporting line was to the Production Department whereas it could as easily be to the Design Department.  In addition, production staff could report to the Editorial Teams as happened in other publishing companies.  The Union was therefore drawing artificial distinctions between two groups of workers.

 

15.        The Employer emphasised that there were further common factors across all the workers in its proposed bargaining unit.  The terms and conditions were the same, there were no material differences between the ways they worked and reported, and the way budgets were allocated had no impact on the circumstances of individual workers.  A company reorganisation, currently under way and due for completion in January 2005, would combine Production and Editorial Departments into two integrated units specialising in different titles and markets.  Whatever divisions existed between Production and Editorial Departments would henceforth be significantly reduced.

 

16.        The Employer concluded by submitting that the Union had not addressed the issues of whether its proposed bargaining unit was compatible with effective management but had concentrated on what it saw as common ground among the workers within its unit.  The Employer, on the other hand, had explained how its proposed unit was compatible with effective management and asked the Panel to decide accordingly.

 

Considerations

 

17.        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”.

 

18.        The issue in dispute between the parties is whether the bargaining unit should comprise the categories of workers described in the Union’s application (as listed in paragraph 3 of this decision) or, if that unit was found to be inappropriate, the unit proposed by the Employer (as listed in paragraph 12).  The essential difference between the Union and the Employer is whether or not some 13 workers in Advertising and Production should be included in the bargaining unit.

 

19.        The Panel’s first responsibility is to decide if the Union’s proposed bargaining unit is appropriate in the light of the statutory requirement for the Panel to consider whether the unit is compatible with effective management.  The rationale for the Union’s position is that its proposed unit covers those workers eligible for membership of the NUJ and that those workers are a distinct group whose duties and employment conditions are markedly different from the Advertising and Production workers.  The Union also explained that the two groups reported to different Directors.  It was strongly argued by the Union that the Panel in this case should make a decision which was consistent with the decision in the previous case of NUJ & Highbury WV [TUR1/257/(2003)] in which a bargaining unit consisting of those eligible for NUJ membership was found to be compatible with effective management.  The Union made the further point that its proposed bargaining unit would leave those workers outside the unit free to join another union and for that union to seek recognition.

 

20.        The Employer countered those arguments by submitting that only a bargaining unit consisting of all workers (excluding a small number of very senior staff) could be compatible with effective management as it would inevitably lead to fragmentation.  It pointed out that all the workers contributed to one objective, that there was one ‘skill set’ which allowed workers to transfer easily between jobs (for example, from Advertising and Production posts to those in the Editorial area) and that there was a common scheme of terms and conditions of employment.  Furthermore, the Employer did not believe that excluding some workers from a bargaining unit on the grounds that they were not eligible for NUJ membership was a factor that should influence the Panel in deciding if a bargaining unit was compatible with effective management.

 

21.        The Panel, having carefully considered the Parties’ submissions, is not persuaded that the Union’s proposed bargaining unit is compatible with effective management.  The Panel is concerned that the Union’s proposed unit would create fragmentation by leaving a small number of workers outside the bargaining unit and that there are insufficient grounds for drawing the sort of distinctions made by the Union between the Editorial staff and those in Advertising and Production.  The Panel accepts the Employer’s contentions that there is one ‘skill set’, that workers do transfer between the two areas, that there are no major differences in the terms and conditions arrangements and that further integration between the two groups of workers is imminent.  The Union offered little evidence on the statutory question of compatibility with effective management apart from the two groups reporting to different Directors.  The Panel does not feel its decision can be based on that one point  The Union also argued that this Panel should follow the logic of the decision in the previous Highbury case, but CAC decisions are not binding precedents and, in any event, that case is clearly distinguishable from the present application.  The important difference in that case was that employer was seeking a bargaining unit consisting of members of the NUJ, not those eligible for membership as advanced by the Union on that occasion.  The Panel does not, therefore, find that decision of any assistance in reaching its decision.  The Panel’s conclusion is that the Employer’s proposed bargaining unit is compatible with effective management.

 

22.        The Union also brought to the Panel’s attention the fact that some workers might be ‘disenfranchised’ if the Employer’s proposed bargaining unit was found to be appropriate.  The Panel has given this long and careful consideration but is driven by the Schedule to give primacy to the question of compatibility with effective management.  The Panel noted that there was some ambiguity about whether all the employees in the Production Department (which includes Advertising) were in fact ineligible for NUJ membership.  It is, of course, up to the NUJ to determine the boundaries of its membership but these are not necessarily immutable.  The Panel is aware that this is an issue that can be more easily addressed by a voluntary agreement between an employer and a union, where perhaps one union can represent in some way a wider group than is allowed by a literal interpretation of its rules or where two unions jointly represent one group of workers.  We would hope that the parties, were the NUJ to secure recognition, can agree a way forward to avoid any potential industrial relations difficulties.

 

23.        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 has considered the question of fragmentation.  Fourthly, the workers in the Employer’s proposed bargaining unit share similar characteristics.  Finally, all the workers in both the Union’s and Employer’s proposed bargaining units are employed at one location.  The Panel also considers that its decision is consistent with paragraph 171 of the Schedule.

 

 

Decision

 

24.        The appropriate bargaining unit is the unit proposed by the Employer and consists of the workers listed in paragraph 12 of this decision.

 

 

 

 

 

 

John Purcell

Liz Allen

Ken Anthony

 

14 December 2004


Appendix

 

Names of those who attended the hearing:

 

Representing the Trade Union

 

Mr M Sherrington

Ms F Swarbrick

Mr M O’Sullivan

 

Representing the Employer

 

Mr S Eckett

Mr M Frey

Ms S Woodley