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Labor Management Symposium – January 2011 Labor Management Symposium – January 2011 “When called, we respond with ready units!” Labor/Management Symposium 2011

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Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011

“When called, we respond with ready units!”

Labor/Management Symposium

2011

Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011

“When called, we respond with ready units!”

Col Homer C. Rogers, Director of The Human Resources Office

• Welcome• Housekeeping• Negotiating team introduction• Agenda

– MG Debbie Ashenhurst - The future of partnership– Kathy Gulla – Pre-decisional involvement– Jeff Tanner and COL Homer Rogers - Summary of 2011-

2014 Contractual changes– MG Ashenhurst and Jeff Tanner – Partnership successes– Kathy Gulla – Current JPEC Issues– Labor/Management Panel – Question and Answer session– Cpt Dan Roche – Updates on TPR 430

Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011

“When called, we respond with ready units!”

– Purpose: to establish a cooperative and productive form of labor-relations throughout the executive branch

• Management and the union are to discuss workplace challenges and problems and endeavor to solve them jointly

• Allow employees and their union to have pre-decisional involvement in all workplace matters to the fullest extent practicable

Executive Order 13522 from President Obama - 9 December 2009

Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011

“When called, we respond with ready units!”

What is Pre-decisional Involvement?• Getting the union involved BEFORE you make

the decision• Example:

– “Union Rep, we have technicians who have deployed and I am going to change the work flows of this department. Do you have any issues with that?”

vs.– “Union Rep, several of our technicians have been deployed and

we need to do something different with the assignment of work. I would like to sit down with you and talk about this issue.”

Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011

“When called, we respond with ready units!”

The Adjutant General

MG Debbie A. Ashenhurst

Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011

“When called, we respond with ready units!”

Pre-Decisional Involvement

• Added in negotiations to JPEC Letter 11-01– Pre-decisional involvement does not have to

stagnate your operation– Can be as simple as an Email/call to your

local union rep– You may be doing this already

Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011

“When called, we respond with ready units!”

Examples of when pre-decisional involvement is appropriate?

– Facility closure and moves– Contemplation of disciplinary action– Change in schedule– Change in duties– Work flow changes– Departmental policy changes

Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011

“When called, we respond with ready units!”

Old Concept/New Term

• Southwest Airlines– One of the world’s most profitable airlines– Largest U.S. airline (measured by # of passengers)– Highly unionized (10 CBA’s, 85% of employees union

members)– L/M Philosophy – “Learn and listen not just for the

sake of being courteous, but with a goal of genuinely understanding and evaluating another point of view”. (http://www.blogsouthwest.com/blog/labor-relations-southwest-airlines)

Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011

“When called, we respond with ready units!”

Old Concept/New Term• COSTCO

– America’s 6th largest retailer

– 6% turnover compared to retail industry average of 59%

– Fiscal year 03 COSTO averaged individual employee productivity of $379,090 in sales per associate outstripping its larger competitors like Walmart, Home Depot, Target and Kroger

– L/M Philosophy – Encourage employees to make suggestions and air grievances. Entrepreneurial thinking is encouraged and rewarded.

Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011

“When called, we respond with ready units!”

“Coming together is a beginning; keeping together is progress; working together is success”.

Henry Ford

Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011

“When called, we respond with ready units!”

Contract Changes

January 2011- January 2014

COL Homer C. Rogers, Director HROJeff Tanner, President, AFGE Local 3970

Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011

“When called, we respond with ready units!”

Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011

“When called, we respond with ready units!”

Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011

“When called, we respond with ready units!”

Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011

“When called, we respond with ready units!”

ARTICLE IV – SAFETY (no change)

Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011

“When called, we respond with ready units!”

Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011

“When called, we respond with ready units!”

Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011

“When called, we respond with ready units!”

Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011

“When called, we respond with ready units!”

Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011

“When called, we respond with ready units!”

ARTICLE X – ANNUAL AND ADMINISTRATIVE LEAVE (no change)

ARTICLE XI – OFFICIAL TIME (no change)Union officials will be given the flexibility to take care of union business

ARTICLE XII – PERFORMANCE APPRAISALS (no change)TPR430 and its Ohio Supplement have changed. Training will be presented throughout the state in February and March

ARTICLE XIII – SENIORITY (no change)

ARTICLE XIV - REDUCTION IN FORCE (TPR change only)

ARTICLE XV – DISCIPLINE (no change)

Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011

“When called, we respond with ready units!”

Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011

“When called, we respond with ready units!”

Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011

“When called, we respond with ready units!”

Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011

“When called, we respond with ready units!”

Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011

“When called, we respond with ready units!”

Summary of Changes to Article XVI• The grievance is “owned” by the grievant. The

grievance remains active until he/she is satisfied with the outcome or a final decision is made by the TAG

• Grievance process is no longer within the Local Partnership Councils (LPCs)

• LPC’s can still address all issues, but once a grievance is officially filed it is removed from the LPC Agenda

• Potentially a 6 step process• All possible attempts should be made to resolve at

the lowest level

Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011

“When called, we respond with ready units!”

Summary of Changes to Article XVI(cont’d)

• Not intended to be used as a “sneak attack”. The contract language includes:

“Potential problems and concerns must be identified and communicated as they occur. Poor communication will lead to misunderstanding, unhelpful emotions and destructive outcomes”

Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011

“When called, we respond with ready units!”

Summary of Changes to Article XVI(cont’d)

• Informal stage = Step 1• Not necessarily in writing (but could be)• Filed within 60 days of the event giving rise to the

grievance (statute of limitations)• Filed with the immediate supervisor or level of

command where the conflict exists• Must be resolved within 30 days of filing date or is

considered dropped or may move on to Step 2• Labor Representative may be involved

Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011

“When called, we respond with ready units!”

Summary of Changes to Article XVI(cont’d)

• Step 2• Grievance now becomes “formal”

• Must be in writing

• Filed no later than 31st day after Step One filing or as soon as it is determined resolution is not possible at that level

• Filed with the immediate supervisor or next level of command

• Must be resolved within 20 days of filing date or is considered dropped or may move on to Step 3

• Labor Representative must be involved at this stage

Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011

“When called, we respond with ready units!”

Summary of Changes to Article XVI(cont’d)

• Step 3• Must be in writing • Filed no later than the 21st day after Step Two filing or as

soon as it is determined resolution is not possible at that level

• Filed with the HRO • Must be resolved within 20 days of filing date or is

considered dropped or may move on to Step 4• Union VP and/or President must be involved at this stage• HRO and Union Officer determines appropriate level of

management to involve and attempts resolution with parties

Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011

“When called, we respond with ready units!”

Summary of Changes to Article XVI(cont’d)

• Step 4• Must be in writing • Filed no later than the 21st day after Step Three

filing or as soon as it is determined resolution is not possible at that level

• Filed with the appropriate ATAG• Must be resolved within 20 days of filing date or is

considered dropped or may move on to Step 5• Union VP and/or President must be involved at this

stage

Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011

“When called, we respond with ready units!”

Summary of Changes to Article XVI(cont’d)

• Step 5• Filed with the TAG• Positions from Step 4 management official and

union official are submitted for review• A face to face meeting may be requested by either

party• Filed no later than the 21st day after Step Four

filing or as soon as it is determined resolution is not possible at that level

• TAG will make final decision for resolution

Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011

“When called, we respond with ready units!”

Summary of Changes to Article XVI(cont’d)

• Step 6 – Arbitration with The Federal Labor Relations Authority

• Outside of the Ohio National Guard

Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011

“When called, we respond with ready units!”

Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011

“When called, we respond with ready units!”

Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011

“When called, we respond with ready units!”

Article XVII – Workplace Smoking Accommodations (no change)

Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011

“When called, we respond with ready units!”

Article XIX – Agreement Duration, Modification, Renewal, the Precedence of Regulations –

• Contract expires Jan 2014• 2010 Negotiating Team added

Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011

“When called, we respond with ready units!”

JPEC Letter 01

Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011

“When called, we respond with ready units!”

JPEC Letter 02 – L/M Coordination Regarding Advertising Bargaining Unit Positions and Hiring/Promoting Procedures (No change)

Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011

“When called, we respond with ready units!”

JPEC Letter 03

Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011

“When called, we respond with ready units!”

JPEC Letter 04 – Guidelines for Service Component Partnership Executive Council (No change)

Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011

“When called, we respond with ready units!”

JPEC Letter 05

Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011

“When called, we respond with ready units!”

JPEC Letter 06

Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011

“When called, we respond with ready units!”

Col Homer C. Rogers, Director of The Human Resources Office

• Labor/Management Training for technician supervisors– Strategy– Timeline

Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011

“When called, we respond with ready units!”

MG Debbie Ashenhurst, The Adjutant GeneralJeff Tanner, President, AFGE Local 3970

• Partnership Successes• Transformation Workgroup negotiated procedures for RIFs.

• Conducted statewide service PEC symposiums, 2 Army and 4 Air.

• Conducted joint L/M training; IBB and Hiring Training. 

• Implemented Ohio TPRs (430, 351), published a Merit Placement Plan and new Tech Handbook. 

• Completed all technician appraisals. 

• Trained facilitators for all LPC, Service and Joint PECs. 

• Published FECA charter. 

• Published updated physical fitness policy memo. 

• Army Maintenance Facilities Sub-Working Group.

• Joint LPC MOA which brought together 3 LPCs developed a process which allowed joint service issues to be addressed at the local level.

• Warrant Officer Program - Army PEC negotiated an agreement for how we assign techs to positions of increased responsibility

• HRO and labor worked on several projects relocating SMO techs in the Columbus Metro area.

Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011

“When called, we respond with ready units!”

Kathy Gulla, Labor Relations Specialist, HRO

• Current JPEC Issues– Rewards system for labor-management

success– Emphasis on need for maximum flexibility to

allow labor representatives to conduct official business

– Employee Assistance Programs for non-dual status

– Administrative Leave for death of immediate family member

– Grievance Form/Tracking sheet

Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011

“When called, we respond with ready units!”

Question and Answer• For Management

– MG Debbie Ashenhurst, The Adjutant General– Col Mark Bartman, Assistant Adjutant General, Air– COL John Harris, Assistant Adjutant General, Army– COL Homer Rogers, Director HRO

• For Local 3970– Jeff Tanner, President, AFGE– Mike Dohrman, Secretary/Treasurer, AFGE– Justin Willie, VP Army Surface Maintenance, AFGE– John Gibson, VP 121st, AFGE

Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011

“When called, we respond with ready units!”

Ohio National GuardFamiliarization Training

Ohio Technician Personnel Regulation (TPR) 430

& Performance Appraisal Application

(PAA)

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Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011

“When called, we respond with ready units!”

Overview

• TPR 430 Process & Delta• Performance Appraisal Application• Training Plan• POCs• Questions

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Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011

“When called, we respond with ready units!”

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Birth Month

Birth Month

Interim Review

Months 2 – 3

Issue Performance

Plan

Months7 - 11

Performance Plan developed with technician input to set new and higher

expectations for fully successful performance in the next year

During this time the supervisor documents performance in

Supervisor Record Brief (SRB)

An Interim Review and feedback to the employee is required during months 4-6 of the rating period

During this time the supervisor documents performance in

Supervisor Record Brief (SRB) and provides counseling and feedback

Issue Rating of Record

This is the last month of the rating cycle. Technician completes self assessment as input to the final

rating of record

End of birth month triggers the start of a

new rating period

Supervisor finalizes the rating of record. The cycle starts over. A new

performance plan with higher expectations for fully successful

performance is established

Ohio National Guard Performance Management Cycle

Appendix H

Supervisors must document counselings in the Supervisor’s Workfolder for each employee. Documentation can be on the Supervisor’s Record Brief (SRB), memorandum format or on the Form 904-1

Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011

“When called, we respond with ready units!”

TPR 430

Changes:

• Critical Elements and Standards must be written in combination

• Supervisory Critical Element includes EEO/EO, managing performance, upholding merit principles, and workplace safety

• Interim Review

• NGB Form 430 includes all parts of the performance management process, and is completed online

• Alignment with mission goals

• No more 10-Month Probationary Retention Appraisals (Notification is through My Workplace)

No Change: • Level 1 thru 5 Rating Pattern• Birth Month Appraisal Cycle• 120 day minimum rating period• Postpone appraisal in limited

circumstances• Basis for performance based

awards• PIP recommended for marginal

performance, required for unacceptable performance

• Performance based actions include reassignment, change to lower grade, removal

• Appeals processes clarified

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Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011

“When called, we respond with ready units!”

Performance Appraisal Application(PAA)

• An automated tool to manage the performance management process

• MyBiz for employees

• MyWorkplace for supervisors/rating officials

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Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011

“When called, we respond with ready units!”

What is My Biz / My Workplace?

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TECH

“Military info” “Technician Info”

Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011

“When called, we respond with ready units!”

PAA Access

• MyBiz/MyWorkplace login: – https://compo.dcpds.cpms.osd.mil

• Select your non-email certificate• Password and username: SSN with hyphens• Select MyBiz > Update My Information

– Enter email address (.mil) and emergency contact info • Technicians stay in MyBiz and select the PAA to perform

your actions• Rating Officials and Higher Level Reviewers go to

MyWorkplace and then to PAA to perform your actions

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Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011

“When called, we respond with ready units!”

Performance Appraisal Application

• Entire process for building performance plans, reviewing interim progress, doing self assessments & completing annual appraisals (or closeouts)

• Happens online & updates the HR system automatically, no paper copies to HRO

• Interactive processes for Technician, Rating Official & Approving Official

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Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011

“When called, we respond with ready units!”

Training Plan• Audience

• All full-time technicians (Army and Air)• All supervisors of technicians

• Training Session• ½ day• Includes PowerPoint Familiarization briefing and

(technology allowing) a navigation session/guided tour through the PAA

• Training Dates• February and March delivered on site• Posted on http://www.ong.ohio.gov/hro/

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Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011

“When called, we respond with ready units!”

Requirements

• Complete the mandatory familiarization training• Draft a performance plan NLT 30 May 2011 30 May 2011 • HRO will track all trainees by name• Training objective will be accomplished when a

performance plan is drafted in the PAA

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Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011

“When called, we respond with ready units!”

Follow-on

• Supervisors will be responsible to provide familiarization training to new employees

• Ongoing training will be included in the Technician Personnel Management Course

• New technicians will be introduced to PAA at NEO• All training materials will be posted to the HRO website

at www.ong.ohio/gov/hro• HRO personnel will be available for ongoing assistance

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Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011

“When called, we respond with ready units!”

Points of ContactTechnician Manager:

Capt Daniel Roche, [email protected]

PAA Training Team:

CW3 Carmen Davis, [email protected]

CW3 Rose Metoxen, [email protected] Mrs. Dana Pharis, [email protected]

Mr. Dale Paul, [email protected]

HRO CUSTOMER SERVICE:614-336-7051

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Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011Labor Management Symposium – January 2011

“When called, we respond with ready units!”

Questions

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