Union Leader HandBook.indd

Union Leader
Handbook
Fall 2014 Edition
Table of Contents
Who and What is PSE? Welcome PSE Leaders............................................... 2
What is PSE?.............................................................. 4
Governance
and Organizational
Structure
Who is PSE?............................................................... 3
PSE’s Goals................................................................ 5
Organizational Structure............................................. 6
Governance Structure................................................. 7
State Committees & Councils........................................8
Zone Map.................................................................... 9
Leadership
State Committees..................................................... 10
PSE Staff Contacts................................................... 12
Oath of Office............................................................ 15
Committee Chairs..................................................... 16
PSE Leadership........................................................ 11
Chapter Leadership Positions.............................. 13-14
Meeting New Members............................................. 16
Field Representatives............................................... 17
Training Opportunities.................................................17
Connecting Through Social Media........................................ 18
Member Tools........................................................... 18
Union Member Rights
Grievances................................................................ 19
Duty of Fair Representation...................................... 20
Programs, Benefits & Events
Weingarten Rights.................................................... 19
Labor Management Meetings................................... 21
Agency Fee Payers & Objectors............................................22
PSE Benefits & Programs....................................22-23
PSE Events............................................................... 24
Political Action.......................................................... 24
1
Welcome PSE Leaders
PSE is pleased to provide our vital leaders this handbook. This handbook is intended to provide a brief
overview of leadership issues, information on labor relations, as well as the resources that PSE offers
its chapter leaders and officers. If you have a question, do not hesitate to ask your field representative,
regional secretary, or any of our staff in the different departments at the state office. PSE wants you to
learn, grow, and become an active part of the largest union that proudly represents classified employees
in Washington state. PSE hopes you will find this handbook a valuable tool that will assist you in the
successful operation of your chapter.
This book belongs to PSE leader,
2
Who and what is PSE?
PSE is YOU
and your coworkers!
3
What is PSE?
PSE employs a staff led by an Executive Director who
manages the overall operations. Professionals work on
behalf of our members in the areas of collective bargaining,
legal issues, government relations, membership services,
fiscal services, communications, chapter organizing, and
union education and training.
Public School Employees of Washington (PSE) is the
largest labor organization in Washington, serving classified
and exempt school and higher education employees
exclusively. PSE represents employees in K-12 schools,
private employers, and higher education. Members include
more than 26,000 classified employees who work in jobs
such as instruction and education assistants, custodial,
maintenance, nutrition services, office and clerical,
transportation, security, and professional and technical
classifications.
PSE was founded in 1948 and in January 1967, when
public employees were given the right to unionize, PSE
was incorporated as a labor organization under the internal
revenue code. In December 2005, PSE affiliated with the
Service Employee International Union (SEIU Local 1948).
The PSE Executive Board members: President, VicePresident, Secretary, and Treasurer are elected by chapter
delegates who attend annual convention. Zone directors
are elected by delegates from their zones who attend the
annual convention.
Bylaws, adopted by the elected delegates who attend our
annual convention, govern our organization. Your chapter
is governed by its own chapter bylaws. Your contract with
the employer is negotiated by members of your group in
consultation with your PSE field representative.
What do unions stand for?
Dignity
Power
Protection
The presence of a union means
that workers must be treated fairly
and with respect. They have the
right to be consulted and have a
voice in the determination of wages,
hours and working conditions.
If we stand together, we have
enough collective power to make
a difference. An individual worker
has little power, almost no way to
improve his or her benefits or working
conditions. A union stands for
equality and strength among workers:
A united voice in the workplace.
With a union, there is someone
to stand up for you and your rights.
With a union, there is a system of law
and due process at the workplace.
With a union, if you are disciplined
or discharged, you have the right to a
fair hearing and representation every
step of the way.
Differences between Union and Non-Union
Union
Non-Union
• You have a voice in wages, benefits and working
• Management gives you what they want to give you
• Management can change wages, benefits etc.
•
•
•
•
conditions
Your wages, benefits, etc. are protected by a legal
contract
If you are disciplined, management must follow the
negotiated process
If you are disciplined for something you didn’t do,
the union will defend you
If you do a good job and are in line for a
promotion, you’ll get it
whenever they want
• If you are disciplined your rights may be limited
• If you are disciplined for something you didn’t do,
you’re on your own
• Promotions may depend on whether your
supervisor likes you or not
• Management doesn’t have to listen to you
4
PSE’s Goals
Public School Employees of Washington and its members have weathered the economic storm of the past several years.
It was a painful time for many in our union – with job cuts, reductions of work hours, and increased costs for everyone.
Fortunately, our most difficult days are behind us. It’s now time to put our collective resources together and build the
strongest future possible for all education employees and also for our union!
In this spirit, the PSE Board of Directors began discussions around a three-year strategic plan in October 2013. What
they drafted is the most ambitious, forward-looking plan in our union’s history.
PSE has five overall goals; they are:
l
a
n
o
i
t
a
z
i
n
a a ls
g
r
O Go
5
How is PSE Organized?
More than 27,000 education professionals make up PSE. Organizing and
uniting that many education professionals is no easy task, but here’s how
PSE does it.
PSE Bylaws
Determines the roles and responsibilities of the
Board of Directors and Executive Director.
Board of Directors
Governs the union, sets policy, establishes goals,
and directs the Executive Director.
Executive Board
The President, Vice President, Secretary, and
Treasurer direct the Executive Director with
approval from the Board of Directors.
Executive Director
Responsible for the management and operation
of the union.
PSE Staff
Responsible for member service.
6
Governance Structure
Chapter members elect
Convention Delegates
All delegates
elect
Zone
delegates
elect
Executive
Board
(2 year term)
Zone
Directors
Chapter Leaders
Zone Council
(Even numbered
zones elected in
even years, and odd
numbered zones
elected in odd
years.)
State Board of Directors
(Executive Board and Zone
Directors)
Recall panel member
Legislative council member
Membership committee rep
State grievance panel
-Sets policies and goals
-Fiduciary control
-Long range planning
-Employ Executive Director
-Chair state committees
Conducts
zone
business
Chapter
President
Chapter:
president,
vice president,
secretary,
treasurer,
and other
leaders
Conducts
chapter
business
7
State Committees & Legislative Council
Membership Committee
Members elected by zones.
Chair appointed by State President.
Policy Review Committee
State Vice President is chair.
Committee appointed by Vice President.
Financial Review Committee
State Treasurer is chair.
Committee appointed by State Treasurer.
Legislative Council
Members elected by zones.
Chair appointed by State President.
Betty Rankin Sponsorship
Committee
Fund overseen by Presidential Appointee.
Nominating Committee
Chair elected by committee.
Committee approved by Board of Directors.
State Grievance Panel
Members elected by Zones.
Chair appointed by State President.
State President
The chairs below are appointed by State President in collaboration and with approval of
the executive board. Members appointed by the committee chair.
Convention and
Subcommittees
Elections
Sergeants-At-Arms
Ad Hoc Committee(s)
Awards
Bylaws and Resolutions
Sponsorship
Welcome
Education & Training
Emergency Relief
Scholarship
8
PSE Zones
8
11
9
12
10
6
2
7
Spokane
3
Auburn
4
5
Tri-Cities
1
Vancouver
*Zone 13 is statewide, and is made
up of all higher education chapters
Vancouver
Zone 1
Director: BJ Colvin
Zone 2
Director: Charlotte Shindler
Zone 3
Director: Judy Madewell
Zone 4
Director: Emma LaVallie
Zone 5
Director: Edy Lanphere
Zone 6
Director: Annie Copeland
Zone 7
Director: Pam Stevenson
Zone 8
Director: Michelle Childs
Zone 9
Director: Jacque Meddles
Zone 10
Director: Deb Lewin
Zone 11
Director: Judy York
Zone 12
Director: David Douglass
Zone 13
Director: Tom Krabbenhoft
9
This page was last updated September 2014
State Committees
PSE provides multiple opportunities for members to be involved in the union at the state level through participation
in state committees. These vital committees provide leadership in multiple facets of PSE from member outreach to bylaw
review and creation. Members may sign up to serve on a committee at convention or through the PSE website. A link will
be posted online from July to September of each year. Members who sign up to serve on a committee will be contacted by
the committee chairs in September or October.
Sign up here:
http://pse.seiu.org/page/s/state-committee-sign-up-2014-15
The 10 Non-Elected State Committees are:
• Awards
• Bylaws and Resolutions
• Convention
• Education and Training
• Elections
• Emergency Relief
•
•
•
•
Awards
The awards committee shall,
with board approval, create award
categories, define the requirements,
determine the selection process and
identify deserving recipients for
official awards sanctioned by PSE.
Nominations for honorary awards
to legislators who have supported
PSE’s platform shall be made by the
Legislative Council and submitted to
the board of directors for approval.
improve the skills, professionalism
and leadership abilities of classified
employees.
Scholarship
Scholarship
Committee
shall
identify deserving recipients and
award PSE scholarships to PSE
dependents to encourage and support
today’s youth and to PSE members to
provide assistance with professional
development.
Bylaws and Resolutions
Bylaws and Resolutions Committee
shall receive, analyze, and recommend
a position to the board of directors on
all proposed bylaws and resolutions
(except Awards Resolutions) to
be presented for consideration to
the delegates at the annual PSE
convention. In addition, the committee
is to conduct an annual review of
the current bylaws. Based on that
review, they may make housekeeping
changes with board approval and may
prepare proposals to be presented
to the delegates at the annual PSE
convention.
Elections
Elections Committee shall ensure
that fair, impartial elections for
PSE state officers and international
delegates are conducted in accordance
of the bylaws.
Emergency Relief
Emergency Relief Committee shall
provide emergency assistance to
members in need due to catastrophic
illness or disaster through the PSE
Emergency Relief Program.
Nominating
Nominating
Committee
shall
ensure that one or more candidates
are nominated for each office and
open international delegate position
and that all candidates are treated
fairly and equitably.
Convention Committee
Convention Committee and each
of its subcommittees shall coordinate
a quality, cost effective annual PSE
convention.
Education and Training
The Committee shall promote
quality, affordable training that will
10
Nominating
Scholarship
Sergeants-At-Arms
Welcome
Sergeants-At-Arms
The Sergeant-At-Arms Committee
is responsible for ensuring that
delegates who serve as SergeantsAt-Arms and that those delegates so
serving preserve peace and decorum
during convention business sessions
and ensures that business is conducted
appropriately.
Welcome
Welcome committee shall greet
and assist delegates and guests at the
annual PSE convention to create a
friendly, positive atmosphere.
PSE Leadership
Executive Board
Reen Doser
President
Vice President
BC Craig
State Secretary
Deborah Nutt
Treasurer
Donna Foley
Zone Directors
Zone 1 Director
BJ Colvin
Zone 2 Director
Charlotte Shindler
Zone 3 Director
Judy Madewell
Zone 4 Director
Emma LaVallie
Zone 5 Director
Edy Lanphere
Zone 6 Director
Annie Copeland
Zone 7 Director
Pam Stevenson
Zone 8 Director
Michelle Childs
Zone 9 Director
Jacque Meddles
Zone 10 Director
Deb Lewin
Zone 11 Director
Judy York
11
Zone 12 Director
Dave Douglass
Zone 13 Director
Tom Krabbenhoft
This page was last updated November 2014
PSE’s Staff Contacts
PSE’s vibrant and dedicated staff strive to provide consistent and quality service to classified employees just like you
every day. If you have a question, PSE’s staff is there to answer it. PSE relies on its staff’s diligent daily work to keep the
union strong for its members.
Executive
Legal
George Dockins
Executive Director
253-876-7411
Elyse Maffeo
General Counsel
253-876-7447
Rick Chisa
Assistant Executive Director
253-876-7423
Jason Mackay
Assistant General Counsel
509-484-2514
Vicky Ransom
Executive Assistant
253-876-7411
Lenda Johnson
Legal Secretary
253-876-7447
Administration
Organizing
Terri Wells
Field Representative
509-484-2511
Shannon Sehlin
Organizing Lead
253-876-7449
Janan Wood
Accounting Manager
253-876-7443
Rey Trevino
Organizer
253-876-7452
Kathy Stewart
Office Manager/Accounts Payable
253-876-7418
Charmaine Abram
Accounting Technician
253-876-7424
Nicki Lenssen
Organizing Assistant
253-876-7451
Pat Zelenak
Printer Specialist
253-876-7419
Auburn Regional Contacts
Jessica Shillander
Membership/New Media Manager
253-876-7417
Travis Tingvall
Communications Coordinator
253-876-7440
Chelsie Harper
Membership Data Technician
253-876-7416
Kathleen Brown
Membership/New Media Assistant
253-876-7421
Vena Gonzalez
Membership/New Media Assistant
253-876-7420
Government Relations
Doug Nelson
Government Relations Director
253-876-7428
Ed Wolf
Field Representative
253-876-7434
Spokane Regional Contacts
Robin Avery
Information Technology Manager
253-876-7415
Membership, Communications and
New Media
Jay Webster
Field Representative
360-479-3511
Andy Wiesenfeld
Field Representative
253-876-7433
Rosemary Trowbridge
Field Representative
509-989-5572
Sherri Osborne
Organizing Assistant
253-876-7453
Tyler Skillings
Field Services Manager
253-876-7438
Janell Silves
Field Representative
509-689-0610
Kasmir Zaratkiewicz
Field Representative
509-484-2515
Tri-Cities Regional Contacts
Darlene Cowden
Regional Secretary
509-735-8781
Pam Trudeau
Regional Secretary
253-876-7430
Stacey NaVarre
Field Services Manager
509-735-8784
Mark Belzowski
Field Service Assistant
253-876-7437
Tim Busch
Field Representative
360-755-3295
Cecily Hutton
Field Representative
509-735-8786
Barbara Johnson
Field Representative
253-876-7436
Judy Lumm
Field Representative
509-735-8783
Dave Fleming
Field Representative
360-456-5044
Dan Peterson
Field Representative
360-734-3841
Michael Ruiz
Field Representative
425-306-5654
Lee Thoren
Field Representative
253-876-7432
12
Laurye Schmidt
Field Representative
509-735-8785
Vancouver Regional Contacts
Debbie Asby
Field Representative
360-256-2143
Indra Burcella
Field Representative
360-256-2144
Cori Hyke
Field Representative
360-256-2147
This page was last updated November 2014
Chapter Leadership Positions
Chapter President
Chapter Vice President
Secretary
The chapter president is the leader
of the chapter. You should not confuse
this with “being the boss.” The chapter
president is the one who guides the
chapter. Duties of the office of the
president are:
The chapter vice president is second
in command and assists the chapter
president in many ways. The duties of
the office of the vice president are:
The secretary of the chapter is the
official note taker as well as the keeper
of the chapter files. The secretary is
the historian who keeps records and
important documents that show the
growth, strength, and evolution of
the chapter. The duties of the office of
secretary are as follows:
• Works in accordance with the
chapter bylaws.
• Executes documents on behalf of
the chapter.
• Presides over all meetings of the
local chapter and executive board.
• Primary contact with
management. Directs and
delegates to other chapter leaders.
• Reports progress and status to
chapter membership. Appoints
committees (see section on how to
appoint committees).
• Involved in or initiates internal
organizing as appropriate.
• Serves on chapter executive board.
• Serves on the zone council.
• Acts for the chapter president in
his or her absence.
• Provides assistance to the chapter
president as needed or requested.
• Usually the chair of the grievance
committee.
• Serves as member of the local
executive board.
• After consultation with the
chapter president, he or she
initiates, chairs, or oversees new
committees.
• Recruits new members as
coordinated with membership
officer.
• Performs other functions as
designated by the chapter
president or executive board.
Treasurer
Grievance Officer
The treasurer is the financial guru
and ensures that the chapter funds are
safeguarded at all times. The duties of
the office of the treasurer are:
The grievance officer can be a
time intensive and high energy role.
For some chapters, the duties of this
office are performed by the chapter
vice president. For others, a grievance
officer is a stand-alone position. The
duties of the office of the grievance
officer are:
• Maintains all financial records,
including bank deposits,
withdrawals etc.
• Provides financial reports to
chapter members.
• Serves on the chapter executive
board.
• Signs checks. Two signatures must
be on all checks written by the
chapter.
• Each October files the annual
chapter report. Forms are found
on the PSE website under the For
Leaders tab.
• Performs other functions as
designated by the chapter
president or executive board.
• Keeps all official records pertaining
to grievances.
• Keeps grievant informed of all
aspects of their grievance.
• Works with grievant to ensure
grievant understands and
participates in the process.
• Works closely with the field
representative to ensure time
lines are maintained, documents
are completed and distributed
appropriately.
• Attends grievance and
investigatory meetings with the
field representative or the grievant.
• Performs other functions as
designated by the chapter
president or executive board.
13
• Records the official notes of all
meetings, including bargaining and
labor management, as appropriate.
• Gathers and preserves history of
the chapter.
• Certifies elections.
• Handles incoming and outgoing
correspondence.
• Distributes information as directed
by the chapter president or
executive board.
• Serves on the chapter executive
board.
• Performs other functions as
designated by the chapter
president or executive board.
Chapter Leadership Positions
Membership Officer
The
membership
officer
is
responsible for coordinating with the
employer and the PSE regional secretary
to ensure that the membership list of
the chapter is up to date. This position
is the communication link between
new employees and the chapter. The
role of the membership officer is to:
• Work with the PSE regional
secretary to maintain a current
and accurate list of chapter
members.
• Ensure that all members complete
a bargaining card.
• Ensure that all members are
current in dues.
• Provide periodic membership
reports to PSE regional or state
offices.
• Performs other functions as
designated by the chapter
president or executive board.
• May serve as a member of the
local executive board.
Building Representative
This critical position is the
communication link to the members.
Building representatives ensure that
information is disseminated to the
members on a regular basis. They
bring the issues of the members to the
executive board for discussion and
resolution. These critical roles are the
foot soldiers of the union. The role of
the building representative is to:
• Assist in forwarding information
to members.
• Assist in grievances.
• Keep officers informed and
updated on issues, events,
and concerns of the chapter’s
members.
• Serve on committees as appointed.
• Attends grievance meetings, as
appropriate.
• Performs other functions as
designated by the chapter
president or executive board.
14
Chapter Leadership Positions
Oath of Office
“I pledge to faithfully observe the Bylaws and
Constitution of both the ____________________________,
Chapter as well as of PSE/SEIU Local 1948 and to work to
the best of my ability to provide effective and responsible
leadership and representation to the members.
“I pledge to act with integrity and not engage in conduct
or performance which is contrary to the good order,
welfare, or legitimate interests of my chapter or of PSE.
Further, I pledge to defend the principles of trade unionism
and to work to improve the lives of working people.
“I swear under oath that I will protect and defend the
rights of every member of the Chapter of PSE and fairly
represent their interests, needs and legal rights.”
15
Meeting New Members
Make sure you have someone
assigned specifically to meet new
members. Check your bylaws as this
typically is the membership officer’s
responsibility. Make sure the new
member’s first communication about
the union is from the union and not
from management.
If you want members to be
supportive of the union – then you
need to sell the union! Never promise
something you can’t deliver. Follow
through on promises.
Personally invite new members to
the next chapter meeting. Check with
your employer about having a union
representative involved in the new
employee orientation meeting.
they are the union.
• Keep the members informed of
all actions being undertaken by
the union.
• Don’t pass up opportunities to
get members to rally around
actions.
• Remember to spread good
news as well – get on the
school board agenda to hand
out scholarships, let members
know when we’ve won a big
arbitration.
Remember, chances are the first thing
new members have ever heard about
the union came from management.
Go out to meet your new members,
welcome them, make them feel part of
the community, and educate them.
Retention of members is one of the
most important functions you will
perform as a chapter leader. Remember
that as a recognized leader in your
chapter you are the primary link to the
rest of the organization.
• Communicate with
membership to keep them
excited and involved.
• Remind members about our
union’s history, and how far
we’ve come.
• Distribute information and
remind them the union is a
democracy.
• Remind the membership that
Committee Chairs
Appointments to any committee should be governed
by the chapter bylaws.
Committees are typically
formed in order to facilitate decisions of the executive
board. There are generally two types of committees:
The following should be evaluated when considering the
chairperson of any committee:
1. Standing committees – These usually consist of
an election committee, sunshine committee, and
a variety of others. These committees typically
continue year to year.
2. Special or ad hoc committees – These committees
are usually formed to accomplish a one-time goal or
task.
16
• Communication skills: A committee chair should
be able to motivate and lead committee members
in the goal of completing the committee’s tasks. A
chair must be comfortable communicating with
committee members, members at large, and any
other group as appropriate.
• Willingness to listen: A committee chair should be
open-minded and encourage the exchange of ideas
and thoughts among committee members. As chair,
you should study and understand the dynamics
of the committee you lead, recognizing that every
member has a unique background and experiences,
and will bring diversity to the group.
• Participation: The chair should be knowledgeable
of the subject the committee is charged with
addressing. The ability to delegate will be necessary
for any committee chair.
• Leadership: The committee chair needs to lead
the committee to the successful completion of their
assigned tasks. This requires dedication, patience
and the ability to recognize your own limitations by
helping your committee become a team.
PSE Field Representative
PSE field representatives are
professionals
who
negotiate,
administer, and enforce contracts for
chapters. The field representative
provides knowledgeable advice at
meetings, counsel on grievances
and is your chief resource during
negotiations. As chapter leaders, you
can expect the field representative
to
work
directly
with
your
local chapter to deliver quality
service in the following areas:
•
Collective bargaining, sometimes
called contract negotiations
•
Chapter bylaws
•
Grievances, job-related issues,
disciplinary matters
•
Salary research
recommendations
•
Contract interpretation
•
Enforcement of the collective
bargaining agreements
Interacting with your
field representative
•
•
•
•
•
Each field representative has his
or her own unique style. They
should be judged on their skill,
ability, and representation.
Communication is the key – if
you have an issue with your
field representative – talk to
them. Field representatives
are not psychic – they can’t
possibly know what you
want, unless you tell them.
Remember they are there to
represent your chapter, if you
have questions ask.
Ask your field representative
about the best way to
communicate – phone, in
person, or email.
If you can’t reach your field
representative in the office,
chances are they are in the field
representing members, leave a
message.
Remember, there are no
emergencies that cannot
be addressed or resolved,
tomorrow.
Training Opportunities
Zone directors may offer specific trainings or workshops during zone meetings which are led by field service staff
members. More specialized training in the areas of employment law, labor relations, communications or apprenticeship
is also available. PSE also offers other workshops that are not specific to union work. Please check the PSE website for a
description of those offerings. For training in your chapter or zone by a field representative, please contact the field services
managers Tyler Skillings or Stacey NaVarre.
Apprenticeship
Workshops
Apprenticeship is a structured,
paid, on-the-job training program
combined
with
classroom
instruction administered by a
specific set of standards. PSE has
been involved in the Washington
Public School Classified Employees
Apprenticeship program since its
inception in 1987. The program
has grown from three original
job occupations to 28 today. For
more information on the available
apprenticeship programs, visit the
PSE website.
Zone directors may offer specific
training during zone meetings which
are led by field service staff members.
More specialized trainings in the areas
of employment law, labor relations,
communications or apprenticeship
is also available. For training in your
chapter or zone by a field representative,
please contact field services managers
Tyler Skillings or Stacey NaVarre
PSE also offers workshops that are
not specific to union work. Check the
PSE website for a further details.
17
Connecting through Social Media
The way we connect to our family, friends, and coworkers is changing
dramatically. Social media tools such as Facebook, Twitter, Tumblr and Instagram
are here to stay. PSE is always looking at ways we can invest and utilize these new
and exciting tools.
Throughout the year PSE will offer trainings and workshops for members to
learn how to fully harness the power of social media. To the right are some quick
tips to begin using social media.
PSE suggests that all chapters invest some time using social media tools
to strengthen their chapters. Contact the communications and new media
department to schedule trainings or to receive help.
Connect with PSE:
Tips and Tricks
•
Use Facebook to share
information about chapter
events. Consider creating a
chapter page for all members to
join.
•
Keep your posts short and sweet.
Don’t drag on too long, you’re not
writing “War And Peace.”
•
Avoid discussing religion and
other sensitive topics.
•
Make sure you use proper
grammar and spelling.
•
Stay positive! The world’s already
negative enough. Don’t add to it.
•
Assume everything you post
is public, even if you mark it as
private.
•
Be respectful. Sometimes others
can get on our nerves, but
social media is no place to talk
disrepectfully about someone.
/PS EClas s ifie d
@PS EClas s ifie d
Tools to make you and your board successful
Visit the PSE website at www.
pseclassified.org for valuable information
regarding your union. Stay in touch
with what is going on in other chapters
and at the state level.
Keep your chapter informed on
legislative issues both in Olympia and
Washington, D.C. While you are there
click on the FOR LEADERS tab and
find the following:
•
•
•
•
•
•
For Leaders
•
Board Meeting Minutes
Board Meeting Agenda
Chapter Meeting Notices
Chapter Leader Business Cards
Recognizing Member
• Service Pins
• Certificate of Recognition
Chapter Secretary Materials
• Tips for Chapter
Secretaries
• Record Retention Form
• Sample Elections Form
• Recording Minutes
• Sample Bylaws Language
• Requesting New Member
Booklet
Chapter Treasurer
18
•
•
•
•
•
•
•
•
Chapter Finances
Yearly Chapter Budget
Projection
• Annual Chapter Financial
• Annual Chapter Financial
Report Checklist
Leadership Changes
• Report all changes in
leadership
Social Media
• What is the best for my
chapter?
• Best Practices
Convention Speeches
State Annual Financial Report
State By Laws
Union Leadership Tool Kit
Grievances
What do you do in the event of a
grievance?
Depending on your level of comfort
and knowledge of the contract here are
some simple suggestions:
• If a member comes to you with a
concern listen to them and take
notes. Then review the contract
with the employee, and see if you
can find any contract language
that has been violated. If there is
language in the contract that you
believe has been violated, contact
your field representative to discuss
the matter with them. Your field
representative will work with you
to determine what information
needs to be gathered, how many
days have transpired since the
incident or violation, and what
needs to be done next.
• If a member comes to you with
a concern and you don’t see that
there is language that addresses
that concern in the contract,
contact your field representative
to determine if there may be other
avenues to pursue or other ways
to address the problem. It may be
the issue needs to go to a labor
management meeting, or it may be
a violation of an industry standard,
or it may be an issue that needs to
go to an outside agency.
The most important thing to do is to
contact your field representative and
carefully follow the time lines.
Do not try to guess whether or not
a violation has occurred – review
your contract and talk to your field
representative.
Weingarten Rights
“If this discussion could in any way lead to my
being disciplined or terminated, or affect my personal
working conditions, I respectfully request that my
union representative, officer or steward be present at the
meeting. Without representation, I will attend the meeting
and follow lawful orders, but I choose not to answer any
questions.”
Members are entitled to their Weingarten Rights when
called to an investigatory interview. If a member is called
to a meeting, and they believe the meeting may lead to
discipline, they must affirmatively request their Weingarten
Rights. Weingarten Rights entitle the member to have a union
representative present with them during the questioning.
We strongly encourage members to take a representative
with them to any of these meetings.
However, it is incumbent on the member to exercise
this right; the employer has no requirement to inform the
employee of this right.
19
Duty of Fair Representation
The common law in both federal and
Washington state arenas requires that
unions fairly and honestly represent
all of the members in their bargaining
units. This duty is known as the duty
of fair representation, or DFR. Public
employees in Washington state are
subject to state law, but Washington
state courts routinely take guidance
from federal appellate courts which
are applying the doctrine in the private
sector.
DFR charges can only be brought as
lawsuits in Superior Court. The union’s
primary obligation is to refrain from
treating members of the bargaining
unit arbitrarily or in a discriminatory
fashion. If the union discriminates
against an employee because the
employee has engaged in protected
collective bargaining activity, the
DFR charge can also be brought as an
unfair labor practice complaint before
the Public Employment Relations
Commission or PERC. PERC will
not process any other type of DFR
complaint. Those must be handled by
the courts.
Contrary to popular belief, it is not
a DFR violation for the union to be
negligent in the performance of its
duties – such as missing a time line in a
grievance. However, you should avoid
doing so if possible.
The following examples illustrate
potential DFR actions:
• Failure, without justification, to
file a grievance on behalf of a
bargaining unit member who is
terminated while on sick leave.
• Refusal to process a grievance
because the grievant does not pay
union dues.
• Refusal to arbitrate because the
grievant is a union dissident.
By adhering to the following
checklist you can be confident that
you have fulfilled the duty of fair
representation:
• Follow the contract for the
investigation, documentation,
preparation and presentation of
grievances.
• Observe the contract provisions
for grievance processing.
• Keep the grievant informed about
the progress of the grievance.
• Pay close attention to time limits
and be prepared to extend them
to allow for appeals or additional
investigation.
• Always allow the grievant
to submit more evidence or
20
arguments for the grievance.
• Keep comprehensive,
straightforward records.
Do not allow a threat of a DFR
charge to convince you that every
single grievance has merit. Remember:
• A grievance does not have to
be filed if the union believes it
is unfounded, not winnable, or
without any basis in the contract.
• Unions are entitled to consider the
cost of arbitrations in any decision
to advance a grievance.
• The union can accept
compromises in good faith.
• Probationary employees have
some rights under the contract.
Labor Management Meetings
Labor management meetings, also
called conference committee meetings,
are a group of representatives from the
chapter and the employer who meet on a
regular basis to discuss issues of mutual
interest, to resolve concerns regarding
the interpretation and implementation
of the collective bargaining agreement,
and for the chapter to provide feedback
to the employer about operations and
direction. The ultimate goal of labormanagement meetings is to change
and enhance the labor-management
relationship.
The one thing labor management
meetings are not is negotiations.
It is important to have a clear
understanding and agreement of the
role of this labor-management group. If
you are having a discussion regarding
the interpretation or implementation
of your contract, make sure to contact
your field representative before
agreeing to anything.
Things to do:
• Keep minutes. Once minutes are
approved, distribute the minutes.
• Communicate with your
membership and let them know
how things are going.
• Make sure there is follow through
on issues raised. The minutes will
help you keep track of what has
been done and what has yet to be
done.
• Do not be so interested in a ‘nice
relationship’ to the point where
you are sweeping issues of concern
under the carpet.
Do not allow time lines on
grievances or potential grievances to
lapse. If management agrees to talk
about a potential grievance, make sure
there is written documentation signed
by both sides that hold the time line in
abeyance.
21
Preparing for negotiations:
Review your chapter bylaws for
provisions on how your negotiations
committee is to be selected or elected. It
is recommended the field representative
be the spokesperson unless the chapter
desires a different procedure.
The committee should meet with
the field representative for assistance
in formulating the negotiations survey
or questionnaire and developing the
proposals and counter-proposals.
Discuss and determine the role and
the authority of the negotiating committee. Check your bylaws to determine
what authority the negotiating team has.
Classification representatives should
meet with their classifications to discuss
concerns and bring recommendations
back to the committee.
PSE has sample surveys available for
gathering member input on issues to
bring to the table. Check with your field
representative.
PSE has some great training on
negotiations: the dos and don’ts,
strategy,
ground-rules,
behavior,
communication, etc.
Your field
representative will be happy to
provide that training, or even a
refresher course before going to the
table. It is important to know and
understand what each person’s role
is in negotiations. Make sure you and
your group understands theirs.
Agency Fee Payers & Objectors
It is the policy of the Public School
Employees of Washington that nonmember agency fee payers who file
timely objection notices will not be
required to contribute beyond their fair
proportionate share of costs incurred by
PSE for collective bargaining activities,
including contract administration and
grievance adjustment for classified
school employees. PSE’s policy
regarding the rights and obligations of
agency fee payers and objectors is as
follows:
1. Employees who choose to be
agency fee payers rather than
PSE members must notify PSE
in writing of their intention to
claim agency fee status. Once
an employee claims agency fee
status, the employee will maintain
that status until no longer eligible
for membership, the employee
chooses to become a member, or
the employee chooses to assert
the right of non-association
based upon a religious objection,
pursuant to the provisions of
RCW 41.56.122.
2. All agency fee payers will be
provided with an annual notice in
December of each year informing
them of the percentage of PSE’s
expenditures reasonably related
to collective bargaining, contract
negotiations and grievance
adjustment as described in
this policy. The notice will also
describe agency fee payers’ rights
and obligations with respect to the
payment of fees to PSE. All new
bargaining unit members will also
be provided with the notice.
3. Agency fee payers who choose
to become objectors may request
an adjustment in their dues
based on their objection to
PSE expenditures that are not
reasonably related to collective
bargaining, contract negotiations,
and grievance adjustment. All
objection notices must be received
in the time period specified in the
notice. Objector status must be
renewed whenever the agency
fee charge is adjusted. Any fees
received by PSE on behalf of an
objector in excess of the adjusted
amount will be escrowed and
refunded to the objector.
4. Within thirty (30) days from
the date of the receipt of a
written objection, the executive
director will provide all objectors
a summary of PSE’s major
budgetary categories, along
with an apportionment of
the application of PSE’s gross
revenues to chargeable and nonchargeable expenses. Copies of
this policy will also be provided
to objectors.
PSE Benefits & Programs
By being a PSE and SEIU member you have exclusive access to great discounts and programs. Looking to take a vacation?
There’s a union benefit to help. Experiencing an emergency and need some help? PSE has a program for you! Want to make
sure a member is recognized for their hard work? Well, there is a program for that too. Below are brief details for many of
the popular programs PSE offers its members. Contact the state office for more information.
Accidental Death Insurance
Through our affiliation with SEIU we are pleased to offer an accidental death and dismemberment insurance at no cost
to our members:
•
$10,000 of coverage for death due to any type of accident at home, at work or while commuting or traveling anywhere in the world.
•
Plus, $10,000 of additional coverage against accidental death from covered motor vehicle or pedestrian accidents.
This benefit is neither automatic nor immediate. There’s no charge or commitment required for you to receive this
coverage however, you must enroll by visiting the Union Plus website directly at www.unionplusinsurance.com or via the
PSE website and select Membership Benefits/Accidental Death & Dismemberment Insurance.
Awards
PSE is pleased to recognize outstanding contributions
made by our members. The Awards Committee’s
responsibility is to seek out those deserving members and
honor them.
The Awards Committee solicits and review nominations
for Life Membership, Honorary Member of the Year, PSE
Classified Employee of the Year, Legislative Member of
the Year, President’s Leadership Award, and other special
awards approved by the Board of Directors.
22
Legislative awards are given to legislators who have made outstanding efforts on behalf of classified issues. These are
selected and presented by the Legislative Council.
PSE members also qualify for Excellence in Education and Golden Apple Awards. These are programs sponsored by
other organizations that members are encouraged to participate in.
Additionally below are other tools you can use to recognize service by members.
• Service Recognition Program - Chapter presidents or leaders may contact the PSE
state office to order the following recognition awards:
• Service Pins – Years of service pins are available for members at their 10, 15,
20, 25, 30, and 35 year anniversaries.
• 30-Year Plaque – Upon completion of 30 or more years of employment in a
district or university, an engraved plaque may be ordered for presentation to
the member.
Emergency Relief Program
This program provides emergency assistance to members in need due to catastrophic illness or disaster. It is supported
by member contributions through chapter donations and fundraising efforts. In addition, the PSE Board of Directors may,
at its discretion, set aside some general revenues to support this fund. Emergency Relief funds may be requested by
completing and signing an Emergency Relief Application, available on the PSE website, from your regional office, or from
your field representative.
Lawyer Referral Program
Members can meet and discuss personal legal matters with selected lawyers in their area. This program provides for
a free 30 minute consultation as well as discounts on other services. Contact the legal department for a list of lawyers in
your area.
Scholarships
PSE is proud to assist educational support professionals and their dependents pursuing their educational goals. Each
year, PSE awards direct financial aid to union members and their children.
Another option for PSE/SEIU 1948 members is to apply for SEIU International Scholarships. SEIU offers 53 scholarships,
some for as much as $5,000, many of which are renewable for up to four years.
Information on scholarship amounts and applications process are posted on the website in approximately December
with an application deadline in March.
Union Plus
Use your PSE membership and take advantage of shopping benefits you receive as a union member. Visit unionplus.org
and register to begin saving now. Union Plus provides union members generous discounts on union-made goods.
23
PSE Events
Convention
PSE holds its convention the latter part of July and early August. Convention is PSE’s annual business meeting. Elected
delegates meet to participate in PSE’s decision-making process. Delegates hear reports on the condition and activities of
the organization from staff, board, and committees. Officers are elected for the upcoming year and awards are presented.
Every four years PSE sends delegates to SEIU’s international convention. A special election may be held to elect those
delegates.
In order to prepare your chapter for convention make sure the following steps are followed:
• Convention notification is sent to the presidents in March of each year. The number of eligible delegates is based
on chapter size: one (1) delegate for every twenty-five (25) members. For chapters that have fewer than fifty (50)
members you will be allowed to send two (2) delegates.
• Consult your chapter bylaws regarding voting on convention delegates. Per federal law members must receive at
least 15 days notice of the meeting to elect convention delegates and alternates.
PSE will send meeting notice postcards to chapter members. Go to www.pseclassified.org and click on the FOR LEADERS
tab, and then Chapter Meeting Notices link.
• Please allow 30 business days for PSE to process your postcard request.
• Elect your delegates and alternates.
• The convention registration process is all online. Visit the PSE website at www.pseclassified.org to register your
delegates and reserve hotel rooms for convention.
Convention Sponsorship
The Betty Rankin Memorial Sponsorship Fund is a program that generates revenue and directs distribution of such
funds for the sole purpose of sponsoring chapter delegates to convention. Preference is given to those chapters that receive
$400 or less a year in rebate money from the state. Chapters are rebated five percent of their dues money when they send a
delegate to convention. This money is intended to cover the cost of sending delegates to convention.
Legislative Conference
The legislative council sponsors Legislative Conference each year, typically over the Martin Luther King, Jr. holiday
weekend in January. This is an opportunity for members who have never participated in PSE’s lobbying or political activities
to learn how the political process works, receive tips and training on lobbying and then have an opportunity to meet and
lobby legislators and political leaders on legislative issues that may impact classified employees.
Political Action
Through our legislative council, legislative interns, member activists, and our lobbyists, we address public education
and union issues in the legislature. PSE defends and promotes the interests of educational support professionals in both
K-12 and higher education, including developing and supporting legislation. PSE has been the lead advocate for increasing
funding for school transportation and special education services, salary equity, civil service reform issues, higher education
job security legislation, and addressing the issue of appropriate staffing levels.
Chapter Political Action
PSE encourages chapters to be aware and become involved in political action. This includes legislative issues and school
board elections. There are limitations placed on political involvement by I-134, including the amount a chapter can donate to
a political campaign. PSE will provide assistance with these activities; please contact the government relations department
for more information.
Levy and Bond Program
Each year, thousands of classified school employee jobs are affected by the outcome of their school districts’ maintenance
and operation levy or bond elections. PSE has a campaign plan to assist in five critical areas of political participation: voter
registration, absentee voter registration, campaign contributions, member communication, and member outreach. PSE will
provide chapters the resources they need to be successful in each of these areas. Please contact your field representative for
more information or contact the government relations department at the state office.
24
My chapter president is:
My field representative is:
Name:
Name:
Phone:
Phone:
State Office
Auburn Regional Office
602 West Main Street
Auburn, WA 98001-5225
P.O. Box 798
Auburn, WA 98071-0798
253-876-7407
866-820-5652
Spokane Regional Office
1825 N. Hutchinson Road
Suite 101
Spokane Valley, WA 99212-2458
Tri-Cities Regional Office
410 N. Neel Street
Suite B
Kennewick, WA 99336-2865
Vancouver Regional Office
201 NE Park Plaza Drive
Ste. 260
Vancouver, WA 98684-5880
pse c las s ifie d .or g
/PS EClas s ifie d
@PS EClas s ifie d