Case Number: TUR1/435(2005)

31 March 2005 

CENTRAL ARBITRATION COMMITTEE 

TRADE UNION AND LABOUR RELATIONS (CONSOLIDATION) ACT 1992 

SCHEDULE A1 - COLLECTIVE BARGAINING: RECOGNITION 

DECISION ON WHETHER TO ACCEPT THE APPLICATION 
 
 

The Parties: 

Amicus 

and 

Fibrothetford 
 

Introduction 

 

1.         Amicus (the Union) submitted an application to the CAC dated 1 March 2005 that it should be recognised for collective bargaining by Fibrothetford (the Employer) in respect of a bargaining unit comprising “All workers except senior managers i.e. operations and maintenance manager upwards at Thetford Power Station, Mundford Road, Thetford, Norfolk, IP24 1LX”.  The CAC gave both Parties notice of receipt of the application on 2 March 2005.  The Employer submitted a response to the CAC on 11 March 2005 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 Linda Dickens MBE (Panel Chairman) and as Members, Ms Judy McKnight and Mr Mike Regan.  The Case Manager appointed to support the Panel was Sarah Kendall. 

 

3.         The CAC Panel has extended the acceptance period in this case twice.  The initial period expired on 16 March 2005. The period was extended to 22 March 2005 in order to allow time for a membership and support check to be conducted, for the Parties to comment on the subsequent report and for the Panel to consider said comments before arriving at a decision.  The period was extended further to 31 March 2005 to enable the Panel to prepare its written decision.

 

Issues

 

4.         The Panel is required by the Act to decide whether the Union's application to the CAC is valid within the terms of paragraphs 5 to 8; is made in accordance with paragraphs 11 or 12; and is admissible within the terms of paragraphs 33 to 42 of Schedule A1 to the Act; and therefore should be accepted. 

 

5.         The Union had stated in its application that the number of workers in the proposed bargaining unit was 29; the Employer, in its response, stated the number of workers in the proposed bargaining unit was 33.  The Employer did not agree with the Union’s proposed bargaining unit.  The Employer stated that it was unable to comment fully on the Union’s estimated membership within the proposed bargaining unit as it did not have the necessary information available.  The Employer also reported that since the Union had prepared its figures it was probable that 3 Union members had left the company and membership may be lower than 8.  The Employer also commented on that it felt the forms completed by a number of workers within the proposed bargaining unit had not been gathered properly and should undergo further scrutiny of the CAC.  The Employer stated that there were no existing agreements for recognition covering the workers in the proposed bargaining unit nor did it contend that the Union’s application failed to meet any of the other admissibility or validity criteria in the Schedule.  

 

6.         To assist the determination of two of the admissibility criteria specified in the Schedule, namely whether 10% of the workers in the proposed bargaining unit are members of the union (paragraph 36(1)(a)) and whether a majority of the workers in the proposed bargaining unit are likely to support recognition of the union (paragraph 36(1)(b)), the Panel proposed a check to be undertaken by the Case Manager of the level of union membership and support for recognition within the proposed bargaining unit. It was agreed with the Parties that the Employer would supply to the Case Manager a list of the names of workers within the proposed bargaining unit, and that the Union would supply to the Case Manager a list of Union members within that unit and copies of signed pledge cards to enable comparisons to be undertaken.  It was explicitly agreed with the Parties that, to preserve confidentiality, the respective lists and the pledge cards would not be copied to the other Party.  These arrangements were confirmed in a letter dated 16 March 2005 from the Case Manager to both Parties.  The Union’s membership list and forms were received at the CAC on 16 March 2005.  The information from the Employer was received at the CAC on 18 March 2005.  The Panel is satisfied that the checks were conducted properly and impartially and in accordance with the agreement reached with the Parties.  A report of the result of the check of the level of union membership and of support for recognition was circulated to the Panel and the Parties on 18 March 2005.  Thereafter a calculative error was identified and an amended version of the report was issued on 22 March 2005

 

7.         The list supplied by the Employer indicated that there were 30 workers in the Union’s proposed bargaining unit. The list of members supplied by the Union contained 13 names, though two individuals’ names were crossed through due to having left the company.  The check therefore was based on the 11 live members listed in the Union’s printout. According to the Case Manager’s report, the number of Union members in the proposed bargaining unit was 10, a membership level of 33.33%.  The Union’s signed pledge cards were entitled “Vote YES for amicus” and “amicus the union” and then stated “Amicus wants to present the management of Fibrothetford with evidence to show that if we asked to implement a statutory ballot for recognition (so the Union could formally bargain wages and conditions) we would win the ballot.  Please show your support by completing this pledge card.  Even if you do not wish to access union representation please do not vote to deprive others of the opportunity – people need someone to turn to sometimes.  You do not need to be a member to vote yes.”  The pledge card set out the following statement “If Amicus were to implement a ballot on recognition I would vote to have Amicus as the Trade Union recognised by Fibrothetford to negotiate terms and conditions of employment”.   A footnote on the pledge card stated “All names to be kept strictly confidential”.  Although signatories did not date the pledge cards the Union in its covering letter dated 16 March 2005 stated that all pledge cards had been collected during the month of December 2004.  The check of the Union’s pledge evidence established that 7 of the 30 workers listed by the Employer as being in the proposed bargaining unit had signed the Union’s pledge card, none of whom was a Union member.

 

Views of the Union 

 

8.         In its letter dated 21 March 2005, commenting on the Case Manager’s check, the Union stated that Union members clearly constituted more than 10% of the bargaining unit.  The Union further stated that that it could be assumed by the CAC that all Union members would vote for union recognition and the membership in the bargaining unit was 36.67% (later agreed with the Case Manager in a telephone conversation that the correct figure was 33.33%).  The Union submitted that recognition was granted if a majority of those voting and 40% of the overall bargaining unit vote in favour of recognition. Only one (later agreed with the Case Manager in a telephone conversation that the correct figure would be two) non-union member would be required to vote in favour of recognition, (along with all union members), to meet the 40% requirement. The Union contended that it was likely that at least one non-union worker would vote in favour of recognition.  The Union stated that seven non-Union members had signed the pledge cards which said “If Amicus were to implement a ballot on recognition I would vote to have Amicus as the Trade Union recognised by Fibrothetford to negotiate terms and conditions of employment.” The Union argued that this could be taken as an indication of the intention of those employees to vote in favour of recognition. If taken together with the Union members, it would account for 17 out of 30 employees in the bargaining unit, or 56.66% in percentage terms, who would be likely to vote in favour of recognition. The Union stated that this obviously represented both a clear majority of those who could vote, and more than exceeded 40% of the entire bargaining unit. 

 

Views of the Employer 

 

9.         The Employer stated that the Union acknowledged that the pledge cards were at the time of the Case Manager’s check at least three months old, and that only seven non-members had signed pledge cards as opposed to the ten mentioned in the Union’s Application.  It added that two of the Union’s members had already left the Employer.  The Employer argued that the figures relating to the actual level of current Union membership and those non-members pledged to recognition had both moved significantly over a relatively short period and the Employer contended that that situation may continue to evolve rather than remain static.  Given the situation reported in the CAC statistics dated 18 March, 2005 which suggests that 17 out of 30 employees in the proposed bargaining unit may be in favour of recognition, and the Employer suggested that relatively small movements in these numbers could turn what is apparently a majority in favour into a minority.  The Employer stated that it did not believe that the current statistics provide grounds for the granting of recognition without a ballot.

 

Considerations 

 

10.       The Panel is required to decide, firstly, whether, under paragraph 36(1)(a) of the Schedule, members of the Union constitute at least 10% of the workers in the proposed bargaining unit and, secondly, whether under paragraph 36(1)(b), a majority of the workers constituting the proposed 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 considered carefully the submissions of both Parties and the supporting documentation.  

 

11.       The Panel is satisfied that the Case Manager’s membership check described in paragraphs 6 and 7 above, which showed that 33.33% of the workers in the proposed bargaining unit were members of the Union, was conducted properly and impartially and in accordance with the arrangements agreed with the Parties. The Panel is satisfied that the level of union membership in the bargaining unit does constitute at least 10% of the workers in the proposed bargaining unit as required by paragraph 36(1)(a) of the Schedule.  

 

12.       The Panel must also be satisfied that a majority of workers constituting the proposed bargaining unit would be likely to favour recognition of the Union as entitled to conduct collective bargaining on behalf of the bargaining unit. 

 

13.       The Union relied on both the level of its membership and the number of non members who signed pledge cards in the proposed bargaining unit as evidence towards meeting this test. The Panel accepts that the level of union membership is 33.33% for reasons set out in paragraph 11 and has received no evidence to suggest these workers would not support recognition of the Union for collective bargaining. 

 

14.       The Employer commented on the age of the pledge cards, which the Panel accepts were collected within the month of December 2004. The Panel is satisfied that the wording on the pledge cards left the signatories in no doubt as to what they were being asked to support.  The Panel is of the view that the pledge cards may be regarded as ‘live’ and can identify no persuasive reason why it should not rely on the pledge cards as reflecting the views of those workers who signed them and concludes that the seven non union workers would be likely to favour recognition of the Union as entitled to conduct collective bargaining on behalf of the proposed bargaining unit. 

 

15.       Aggregating the 10 Union members in the bargaining unit with the 7 non members who pledged support indicates that 56.7% of the Union proposed bargaining unit are likely to favour recognition of the Union.

 

16.       Having taken into account all the evidence, the Panel is satisfied that the level of Union membership, together with the level of support indicated by the Union's pledge cards provides a proper basis for concluding that the majority of workers constituting the relevant bargaining unit would be likely to favour recognition of the Union as entitled to conduct collective bargaining on behalf of the bargaining unit; and so the test set out in paragraph 36(1)(b) is also satisfied. 

 

17.       In addition, the Panel is satisfied, after considering all the documentation submitted by the Parties, that the Union’s application meets the remaining statutory tests.

 

18.       The Parties made additional observations relating to the next stage of the process which are noted.

 

Decision 

 

19.       For the reasons given above, the Panel’s decision is that the application is accepted by the CAC.  

 

 

Panel

 

Professor Linda Dickens MBE

Ms Judy McKnight

Mike Regan

31 March 2005