Case Number: TUR1/447/[2005]

6 May 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

 

Ford Motor Company Limited

 

 

 

Introduction

 

1.         AMICUS (the Union) submitted an application to the CAC on 7 April 2005 that it should be recognised for collective bargaining by Ford Motor Company Limited (the Employer) in respect of a bargaining unit comprising “LL6 Management population – first line managers” located “nationally in various sites with some who are seconded to work overseas for specified periods of time but who are department based in the UK”.  The bargaining unit, the Union explained, had been selected as the LL6 management population was dealt with separately by the Employer and was the generic first line management grade right across the company.    The CAC gave both Parties notice of receipt of the application on 8 April 2005.  The Employer submitted a response to the CAC on 14 April 2005 which was duly 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 John Purcell, Chairman, and, as Members, Mrs Jackie Patel and Mr Keith Sonnet.  The Case Manager appointed to support the Panel was Nigel Cookson.

3.         The Panel extended the statutory deadline for it to decide if the Union’s application was to be accepted to 6 May 2005 to allow for a membership and support check to be conducted, for the Parties to comment on the results of the check and to allow time for the Panel to consider said comments before arriving at its 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 (the Schedule); and therefore is to be accepted.

 

5.         In its response to the Union’s application, the Employer stated that whilst it agreed the composition of the bargaining unit as proposed by the Union it disagreed with the Union’s estimate as to the number of workers therein explaining that, as of 13 April 2005, there were 1165 workers in the bargaining unit rather than the figure of 1176 as given by the Union in its application.  As to whether it disagreed with the Union’s estimate of membership in the proposed bargaining unit the Employer confirmed that 256 workers in the bargaining unit paid subscriptions to the Union by the “check off” method through the company’s payroll.  This, it submitted, would indicate a lower level of membership than the 296 claimed by the Union in its application.  The Employer, when asked if it considered that a majority of the workers in the bargaining unit would be likely to support recognition of the Union, stated that, based on the Union’s own figures, the level of membership in the bargaining unit was approximately only 25% of the bargaining unit and this was despite a sustained recruitment drive during which the Union had had broad access to the workers in the bargaining unit.   

 

6.         The Employer did not contend that the Union’s application failed to meet any of the remaining admissibility or validity criteria in the Schedule.

 

Membership and Support Check

 

7.         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 as entitled to conduct collective bargaining on behalf of the bargaining unit (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 a copy of its petition in support of recognition to enable comparisons to be undertaken.  It was explicitly agreed with the Parties that, to preserve confidentiality, the respective lists and the petition would not be copied to the other Party. These arrangements were confirmed in a letter dated 19 April 2005 from the Case Manager to both Parties.  The information from the Union was received by the CAC on 21 April 2005 and the information from the Employer was received on 22 April 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 26 April 2005.

 

8.         The list supplied by the Employer showed that there were 1165 workers in the Union’s proposed bargaining unit.  The list of members supplied by the Union contained 288 names. According to the Case Manager’s report, the number of Union members in the proposed bargaining unit was 280, a membership level of 24.03%.  The petition supplied by the Union took the form of individual sheets for each name/signatory.  There were 464 individual forms submitted by the Union.  449 of the names/signatures were in the proposed bargaining unit, a figure that represented 38.54% of the proposed bargaining unit.  Of those 449 names/signatories, 245 were members of the Union (21.03% of the proposed bargaining unit) and 204 were non-members (17.51% of the proposed bargaining unit).  However, of the 245 petition forms returned by union members, 49 did not bear a signature and of the 204 forms returned by non-members, 48 did not bear a signature.

 

9.         There were three versions of the form used for the petition although the proposition was the same in each case.  The petition forms were headed as follows:

 

“STATEMENT OF SUPPORT

 

        Amicus the Union CAC Application for Union Recognition at Ford UK Ltd for LL6 Grades.”

 

There then followed the proposition:

 

“I am currently employed at the above company in the proposed bargaining unit covering LL6 grades and support the Union’s claim for recognition for the purposes of collective bargaining in pay and other terms and conditions of employment.”

 

10.       Each form asked the worker to print their name and give their home address, home email address, work email address and the date.  Two of the types of form used also asked for a signature: the remaining form having no provision for a signature.  Two of the forms asked the worker to confirm whether they were currently a member of the Union and that they were an LL6 Grade employed by the company.  Tick boxes were present so workers could answer “yes” or “no” to either of the questions.  The third version of the form posed the same questions but only provided one tick box for the worker to respond.  One of the forms named a Union official and a freepost address for its return, another gave the same information but added that the form could be returned by email to the email address provided, with a covering note which verified where it had been sent from and the third version of the form had no such information as to how the form should be returned.  The petition forms were all dated between November 2004 and March 2005. 

 

11.       No additional checks were carried out to verify the information supplied by the Parties.  The Parties were then invited to lodge comments on the result of the membership and support check. 

 

Union’s comments on the result of the membership and support check

 

12.       The Union, in a letter of 29 April 2005, stated that it believed that the membership check had demonstrated that the Union passed the tests set out in paragraph 36 of the Schedule.

 

13.       Firstly, paragraph 36(1)(a) required the Union to have at least 10% of the bargaining unit in membership.  The check conducted by the Case Manager found 24.03% of the workers in the proposed bargaining unit to be in membership.  Therefore, it submitted, the Union clearly passed this test.

 

14.       Secondly, paragraph 36(1)(b) asked whether a majority of the bargaining unit would be likely to favour recognition.  Again, the Union submitted, the membership and support check clearly demonstrated that this test was met.  The Union considered that it was reasonable to assume that the Union’s membership (24.03%) would vote in favour of recognition.  The Panel had also had the opportunity to consider the petition provided by the Union which showed that 204 non-members had signed the petition in support of union recognition, this representing 17.51% of the bargaining unit.  The Panel was asked to note that, although 48 non-members did not sign the petition, the Union had in its possession email confirmation from the individuals concerned that provision of their names was intended to indicate support for recognition.  The Union offered to provide copies of these emails to the CAC on a confidential basis.  These 48 non-members comprised 4.12% of the bargaining unit.  Those individuals had made a clear statement that they supported the Union’s claim for recognition and it was logical to assume that they would also vote in favour of recognition if given the opportunity. 

 

15.       If, the Union contended, one added together the number of Union members in the bargaining unit, the number of non-members that had signed the petition and the number of non-members that had given their names, this would result in an overall indication of approval of 45.66%.  The Union also urged that the Panel took into account the fact that the membership level and the petition had been obtained without any formal access to the bargaining unit and the Union considered it would be reasonable to assume that, having regard to the present level of ‘approval’ referred to above, if the Union were able to put its case to the bargaining unit a majority would be likely to favour recognition.

 

Employer’s comments on the result of the membership and support check

 

16.       The Employer, in a letter dated 29 April 2005, accepted that, on the basis of the statistics in the Case Managers report, the Union had met the first test under paragraph 36 in that 10% of the workers in the bargaining unit were members of the Union.  The second requirement of paragraph 36 was that the Union’s application would not be admissible by the CAC unless it decided that a majority of the workers in the bargaining unit would be likely to support recognition of the Union. The figures within the Case Manager’s report did not indicate that a majority of the LL6 workers would support union recognition and therefore, the Employer submitted, this requirement had not been met.  

 

17.       The number of Union members in the bargaining unit represented less than a quarter of the total LL6 population and even if this proportion was aggregated with the proportion of non-members that had signed the petition, the total possible support was still far short of a majority.  In considering the statistics the Employer asked that the Panel took into account the fact that the Union had been able to access the workers in the bargaining unit during its vigorous recruitment campaign over the past year through emails, at meetings, via recruitment literature and through union notice boards where invitations to join the union had been displayed.  It had been easy for workers in the bargaining unit to contact or respond to the Union and either register as members or offer support by way of the petition.  The Employer recognised the Union in respect of technical and other professional staff below management level and there were many Staff Union representatives on site who were able to provide information about union membership.

 

18.       The Employer had not sought to influence the workers in the bargaining unit.  The workers were employed in a unionised environment and were able to witness, at first hand, the collaborative approach the Employer adopted with the unions it recognised and their representatives.  In these circumstances, the Employer considered it unlikely that any significant further support would be expressed for the Union by the workers in the bargaining unit who were not members of the Union or who had not signed the Union’s petition.  The Employer believed therefore, that it was unlikely that a majority of the proposed bargaining unit were likely to support recognition.     

 

Considerations

 

19.       In deciding whether to accept the application the Panel must decide whether the admissibility and validity provisions referred to in paragraph 4 of this decision are satisfied. The Panel has considered all the evidence and argument submitted by the Employer and the Union in reaching its decision.

 

20.       The Panel is satisfied that the Union made a valid request to the Employer within the terms of paragraph 5 to 9 of the Schedule and that its application was made in accordance with paragraphs 11 or 12.  Furthermore, the application is not rendered inadmissible by any of the provisions in paragraphs 33 to 35 and paragraphs 37 to 42 of the Schedule.

 

21.       The Panel has to decide 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 also, whether, under paragraph 36(1)(b), 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.

 

Paragraph 36(1)(a)

 

22.       The Panel is satisfied that the check of Union membership referred to in paragraph 8 of this decision, which showed that 24.03% of the workers in the proposed bargaining unit were members of the Union, was properly conducted.  The Panel has therefore decided that the level of 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).

 

Paragraph 36(1)(b)

 

23.       The test in paragraph 36(1)(b), is whether 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.  This test is not one that requires the Union to demonstrate a definite arithmetical majority but is simply a question as to whether the Panel is satisfied that a majority of the workers in the bargaining unit would be likely to favour recognition.  To support its position, the Union relied on the level of Union membership that, for the reasons given in the previous paragraph, the Panel accepts is 24.03%, and its petition in support of recognition.  The Case Manager’s check indicated that 38.54% of the workers in the bargaining unit had, through returning a petition form, indicated support for recognition of the Union. 

 

24.       The Union has, in its letter of 29 April 2005, misconstrued the results of the membership and support check.  The total of 204 for the number of non-members that had returned a petition form included those that had returned forms without a signature.   The total number of those that had returned both signed and unsigned petition forms amounted to 17.51% of the workers in the proposed bargaining unit.  However, in its submissions the Union has taken this figure, 17.51%, and added to it 4.12%, that is the percentage of non-members that had returned forms without a signature, to arrive at a higher figure of 21.63% non-member support.  Using the same method of calculating support, that is by combining the number of Union members within the proposed bargaining unit (24.03%) and the number of non-members that had returned a petition form, with or without a signature, (17.51%) the correct total would be 41.54%.  

 

25.       The Panel accepts that using this methodology, taking the level of union membership within the proposed bargaining unit in addition to the amount of non-union member support in the petition, can prove a useful indicator of the degree of support for recognition of a union within a proposed bargaining unit. 

 

26.       However, in considering the issue of likely support, the Panel has also considered the context of the petition as well as the bare figures.  The Employer, in its letter of 29 April 2005, has argued that if the above approach was adopted, the total possible support for the Union is far short of a majority.  The correct test however is whether the Panel is satisfied that a majority of the workers in the bargaining unit would be likely to favour recognition and the Panel should take account of all relevant factors in approaching its consideration of whether this test has been met.  The Employer makes the point that the Union has been able to access the workers in its proposed bargaining unit during a “vigorous” recruitment campaign over the past year and that it was able to communicate with the workers through emails, at meetings and via material posted on union notice boards.  The Employer submits that, as a consequence of this access, workers have been given the opportunity to respond to the Union and either register as members or volunteer to sign one of the Union’s petition forms.  Notwithstanding the degree of access the Union has enjoyed it is unlikely, so the Employer would argue, that any significant further support from workers within the proposed bargaining unit would be forthcoming.  Conversely, the Union, in its letter of 29 April 2005, submits that the check of membership and support demonstrates that the Union meets the requirements of the test under paragraph 36(1)(b).  It asks that the Panel takes into account the fact that the membership level and petition had been obtained without any formal access to the bargaining unit and that, if it was able to put its case to the bargaining unit, a majority would be likely to favour recognition. 

 

27.       The Panel, having carefully considered the views of the Parties finds that it is not convinced by the Union’s arguments.  The Union has not provided the Panel with any evidence that would persuade the Panel that this test is satisfied.  It is apparent from the Employer’s submissions, which were not countered by the Union, that the Employer has allowed the Union a degree of access, through various channels, that has enabled it to communicate with the workers in the bargaining unit in order to both increase its membership and gather evidence that a majority of the workers would be likely to support recognition of the Union.  The Union sets store by the fact that it was not “formal” access but, nonetheless, it has had the opportunity to get its message across to the workers without interference from the Employer.  It is on this basis that the Panel considers that the Union has not supplied sufficient evidence that a majority of workers in the proposed bargaining unit would be likely to favour recognition of the Union.  The Union’s petition forms, which totalled 449 out of a bargaining unit of 1165 workers showed a level of support for the Union of 38.54% of the workers in the proposed bargaining unit.  In addition, the Panel is not satisfied that the level of Union membership, (280 members representing 24.03% of the bargaining unit), when considered with the level of support indicated by the results of the Union’s petition, which included 204 non-members (17.51% of the proposed bargaining unit) out of a possible 885 non-members within the bargaining unit, provides sufficient evidence that the 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. 

 

Decision

 

28.       For the reasons given above, the Panel's decision is that the application is not accepted by the CAC.

 

 

 

Panel

Professor John Purcell, Chairman

Mrs Jackie Patel

Mr Keith Sonnet

 

6 May 2005