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    Education

    From A to Arbitration

    A Union Representative’s in-depth Guide to the Dispute Resolution Process

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    Copyright: © Copyright 2024 by Corey L Walton

    • Apple Podcasts
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    Latest Episodes:
    Episode 41: The fruit basket, the sell, and Deems Desirable. Jason Leath goes in depth on Deems. Feb 28, 2022
    Show notes

    JB joins to discuss the complex issue of "Deems Desirable," a policy allowing supervisors to request medical documentation for absences of three days or less. Leath emphasizes the importance of stewards understanding contractual provisions and building strong cases by gathering evidence like employee attendance records and ERMS reports. He criticizes the arbitrary use of "Deems Desirable" as a blanket policy, advocating for case-by-case application and prior notification of attendance concerns. Drawing upon his own arbitration experience, Leath highlights a successful case where management failed to demonstrate reasonable justification for placing an employee on "Deems Desirable" without prior notice or documented attendance issues. He encourages stewards to familiarize themselves with relevant USPS manuals and proactively gather information to support their arguments when challenging this policy.

    M-01597

    M-00002

    ELM 511.42

    ELM 513.361

    JCAM 10-14

    eRMS report 260F0

    eRms report 515F0

    3972

    eRMS leave usage/call in log

    eRMS key indicator report

    August C-35201

    August C-33650

    http://www.fromatoarbitration.com/


    Episode 40: Last Chance Agreements (LCA) & The Arbitration Feb 21, 2022
    Show notes

    Corey discusses the complexities of "last chance agreements" (LCAs), legal documents that offer employees a final opportunity to maintain employment after serious disciplinary offenses. Corey uses a recent arbitration case involving an employee dismissed for a single, brief tardiness despite 111 days of on-time attendance to illustrate the challenges advocates face when defending employees bound by LCAs. He emphasizes the importance of just cause principles, even in LCA situations, and criticizes management's handling of the case, particularly their failure to provide timely information and alleged witness intimidation. Corey concludes by encouraging other union advocates to rigorously defend employees facing discipline under LCAs.

    Rentfro C-01760 inequitable discipline

    Rentfro C- 01030 procedural due process

    Cohen C-00239 perfection

    August C-34816 Information

    Kleine C-10846 LCA

    August C-35237 LCA

    Axon C-11112 LCA timeliness

    Olson C-16970 LCA timeliness

    Roberts C-16475

    http://www.fromatoarbitration.com/


    Episode 39: Final episode of the JSOV. Management's position. The Rant, The 300, The Snitch and The Coward Feb 06, 2022
    Show notes

    This podcast episode focuses on the Joint Statement on Violence and Behavior in the Workplace, and the importance of knowing the right arguments and remedies to utilize in grievance cases related to this statement.

    Corey is discussing with his listeners how to build a strong case file and be prepared when dealing with management who might be violating the Joint Statement. He emphasizes that management often tries to avoid responsibility, making the same arguments, regardless of the specific case.

    Corey advises stewards to gather specific information, including previous arbitration decisions related to the Joint Statement, such as those from Arbitrator Bjork and Arbitrator Britain, to support their arguments. He also emphasizes the need for stewards to be assertive and to not back down when faced with management's attempts to downplay the seriousness of the situation.

    Overall, Corey aims to empower his listeners with the knowledge and confidence needed to effectively advocate for their members in grievance cases, ensuring that workers are treated with respect and dignity in the workplace.

    J. Jacobs C-33993 Rule of Evidence #406

    http://www.fromatoarbitration.com/


    Episode 38: The JSOV issue and remedy. Jan 31, 2022
    Show notes

    This podcast episode focuses on the Joint Statement on Violence and Behavior in the Workplace. Corey is explaining to shop stewards how to build a strong case file for grievances related to this statement, specifically in instances where management exhibits bullying or harassing behavior.

    He emphasizes the importance of understanding the Joint Statement and utilizing relevant arbitration decisions to support arguments. Corey highlights a case from Arbitrator Bjork, which establishes that the Joint Statement is a legally binding agreement, and that management's failure to comply constitutes a violation.

    Corey encourages stewards to take an assertive approach and to be thorough in documenting everything. He provides guidance on finding relevant information, including previous arbitration decisions, workplace climate surveys, and threat assessments.

    Ultimately, Corey emphasizes the need for stewards to be proactive and prepared, building a strong foundation for their case from the start. He encourages them to be thorough in their research and to seek help if needed.

    He also advises that stewards should not be afraid to stand up to bullying management and that they should always strive to build a strong case that protects their members.

    August Hattiesburg C-33831

    August Clinton C- 35122

    August Relevancy letter decision C-35441

    http://www.fromatoarbitration.com/


    Episode 37: Yellow Jackets, the Lion, and Documentation for the JSOV Jan 24, 2022
    Show notes

    This podcast episode focuses on the Joint Statement on Violence and Behavior in the Workplace, a crucial document for stewards handling grievance cases involving harassment, intimidation, or bullying by management.

    Corey emphasizes the importance of understanding the Joint Statement, noting that management often tries to avoid its implications. He recommends that stewards gather specific information, including previous arbitration decisions related to the Joint Statement, such as those from Arbitrators Snow and Britain.

    He encourages stewards to be proactive and assertive, using the Joint Statement as a tool to hold management accountable for their behavior. He stresses the importance of building a strong case file and utilizing the information to highlight management's patterns of misconduct.

    The episode serves as a pep rally for stewards, urging them to be prepared and knowledgeable to effectively represent their members and fight against inappropriate behavior by management.

    http://www.fromatoarbitration.com/

    JSOV m-1242

    JSOV II m-1243

    Arbitrator Snow C-15697

    Both parties post hearing briefs for Snow decision

    Article 15 language

    ELM 665.24

    Section 115.4 M-39 Handbook

    Article 14

    District workplace violence/zero tolerance policy

    Postal service policy on workplace harrasment

    Arbitrator Bajork C-20643

    6th Circuit appeals decision m-1488

    District court decision (in transcript section)

    4th circuit appeals m-1518

    all grievance settlements

    informal a

    formal a

    b-team

    arbitration

    any surveys

    workplace climate surveys

    threat assesments

    joint intervention

    any discipline or adverse action against the manager/supervisor

    statements

    Arbitrator August decisions C-33831 C-35122

    Arbitrator Maier C-32076


    Episode 36: A prelude to the JSOV. A pep rally for the Joint Statement on Violence and Behavior in the Workplace. Jan 17, 2022
    Show notes

    This podcast episode is a follow-up to a previous episode on opting, a process within a union contract that allows eligible employees to take on a vacant assignment. Corey expresses his gratitude to Jason Leeth for creating a comprehensive episode on opting.

    Corey acknowledges the complexity of the subject, explaining how it affects various aspects of a worker's life, including their livelihood and personal well-being. He also emphasizes the importance of a joint statement, a document that outlines the union's position in a grievance case, and highlights how management often tries to avoid committing to it.

    The core message of the episode is that stewards must be prepared and proactive when handling grievances related to opting. They should understand the contract provisions, document all requests for information, and be assertive in challenging management's attempts to manipulate the process.

    Corey shares an example of a successful arbitration case where a manager's bullying tactics were exposed, and the arbitrator ruled in favor of the union. He emphasizes the need for unions to be persistent in advocating for their members' rights.

    The episode concludes with a reminder that the union is there to support its members and that stewards should be prepared to take a firm stand against any attempts by management to violate the contract.

    http://www.fromatoarbitration.com/


    Episode 35: Opting: the most advanced and thorough hold down training available; presented by Jason Leath. Jan 10, 2022
    Show notes

    This episode focuses on the topic of opting in a union contract, specifically on how to navigate the process and avoid common pitfalls. Corey and Jason discuss the intricacies of opting, a process that allows eligible employees to take on a vacant assignment.

    Eligibility for Opting: Only full-time reserve letter carriers, full-time flexible letter carriers, unassigned regular letter carriers, and city carrier assistants (CCAs) are eligible to opt. Probationary employees and light duty employees cannot opt.

    The "Hold-Down" Concept: When an individual opts on an assignment, they effectively become the carrier for the duration of the vacancy, even if the original carrier returns early.

    The Role of Seniority: Seniority plays a crucial role in determining who gets an opt, with full-time employees taking priority over part-time employees and CCAs.

    The Importance of Documentation: JB stresses the need for stewards to document all opting requests and to ensure that management follows proper procedures.

    The Concept of "Last Resort": JB highlights that bumping an employee from a hold-down assignment should be a last resort, as it can be a violation of the contract.

    Key Documents for Opting: JB recommends that stewards familiarize themselves with the JCAM, the Local Memorandum of Understanding (LMOU), and the Vacation Calendar.

    http://www.fromatoarbitration.com/


    Episode 34: Wrapping up discipline and putting it all together. The devastator, the journey, and the squirrel Dec 13, 2021
    Show notes

    This episode focuses on the importance of the informal step A meeting in grievance cases. Corey argues that this initial meeting is crucial, as it's often the first time management reveals their position in writing.

    He emphasizes the need for shop stewards to be prepared and aggressive in this meeting, encouraging stewards to develop detailed contentions, document everything, and ask for all relevant information. He also stresses the importance of having a core group of trusted colleagues to review information and provide support.

    Corey provides an example of a recent arbitration case where he successfully challenged management's failure to provide requested information during the informal step A meeting.

    He highlights how management's lack of preparation and their tendency to change their position at the formal step A meeting demonstrates the importance of being prepared and thorough at the informal level.

    Corey encourages listeners to embrace the informal step A meeting as an opportunity to be "devastating" in their defense of grievances. By being prepared, assertive, and meticulous in documenting everything, stewards can effectively lay the groundwork for a successful outcome in the grievance process.

    http://www.fromatoarbitration.com/


    Episode 33: Article 31 information. Short but oh so sweet Nov 29, 2021
    Show notes

    This episode focuses on Article 31 of the National Agreement, which governs information requests during grievance cases. Corey explains that this article is closely linked to Article 17, which deals with the right of stewards to access information for grievance processing.

    Corey emphasizes that when a shop steward encounters a situation where management fails to provide requested information, they should always include a violation of Article 31 and Article 17 in their issue statement.

    Corey further explains that management is obligated to provide "all relevant information" necessary for the union to process grievances. This includes information outside of the bargaining unit, and the union has the right to determine what information is relevant.

    Corey then provides an example of a relevancy letter, a document used by management to challenge the union's request for information. He reiterates that the union has the right to determine what information is relevant and that management cannot dictate what information is needed. He also provides a successful case from Arbitrator Mittenthal C-10363, which supports the union's right to information.

    Finally, he encourages listeners to document all information requests and to be persistent in obtaining the information they need, emphasizing that a violation of Articles 17 and 31 can be a powerful argument in a grievance case.

    http://www.fromatoarbitration.com/


    Episode 32: Article 17 and our rights to requested information or as I like to call it the Mosquito, the deadliest killer of all. Nov 22, 2021
    Show notes

    This episode discusses the importance of information requests in grievance cases. Corey argues that failure to provide requested information constitutes a serious violation of the collective bargaining agreement, potentially leading to the dismissal of the grievance.

    Corey emphasizes that stewards have a right to investigate, adjust, and process grievances, including reviewing relevant documents, files, and records, as well as interviewing employees, supervisors, and witnesses. They also have the right to request time on the clock to conduct these activities. Corey encourages listeners to be assertive and request all necessary information, even if it requires going to higher levels of management or even the Office of Inspector General (OIG). He provides examples of relevant documents and the importance of maintaining copies of information requests. He also highlights instances where management has denied information requests and the consequences that followed.

    Corey ultimately concludes that failure to provide information is a major due process violation and that stewards should be prepared to fight for their right to access it. He encourages listeners to document all requests and to be persistent in their pursuit of the information they need.

    Mittenthal C-10363

    August C-33968

    August C-34816

    http://www.fromatoarbitration.com/


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