Information for Supervisors of Classified Staff

From: Administrative E-Memo (memofrom@Colorado.EDU)
Date: Mon Feb 23 2009 - 21:03:33 MST

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    Date: Mon, 23 Feb 2009 21:03:33 -0700 (MST)
    From: Administrative E-Memo <memofrom@Colorado.EDU>
    Subject: Information for Supervisors of Classified Staff
    

    TO: Boulder Campus Deans, Directors, Dept Chairs

    FROM: System Human Resources

    SENDER: Jill E. Pollock, Senior Associate Vice President
             for Human Resources

    DATE: February 24, 2009

    SUBJECT: Information for Supervisors of Classified Staff
             Regarding Colorado WINS

    The purpose of this paper is to describe the relationship between and
    provide guidance to supervisors regarding interactions between the
    University of Colorado (CU) and Colorado Workers for Innovations and New
    Solutions (Colorado WINS or CWINS).

    Background

    Governor Bill Ritter, in November 2007, issued Executive Order D 028 07,
    "Authorizing Partnership Agreements with State Employees." The governor, in
    the order, stated that partnership agreements are agreements between certain
    bargaining units, represented by unions and the state for the purpose of
    "improving government services, achieving efficiencies, and establishing the
    framework for discussing issues of mutual concern to [classified] employees
    and the State."

    CWINS is a coalition of three national unions-American Federation of State,
    County and Municipal Employees, the Service Employees International Union
    and the American Federation of Teachers. Last summer, CWINS won through
    election by the majority of State classified employees in each occupational
    group (e.g. Administrative Professionals, Professional Services, Labor,
    Trades, Crafts, Health Care, etc.) except state troopers the right to
    represent the classified employees on issues of mutual concern. Certain
    classified employees in managerial, supervisory and confidential positions
    are excluded from the executive order. Each campus human resources
    department has a list of such exclusions.

    Virtually any issue can be discussed by the parties, but no partnership
    agreement may diminish the governor's discretion in budget-setting or expand
    the authority of the governor, the Department of Personnel and
    Administration, or the Department of Labor and Employment beyond that
    authorized by the Colorado Constitution or the Colorado Revised Statues.
    Most attributes of the State Personnel System-including such matters as
    grievances, appeal of personnel decisions, and the statewide salary
    survey-are set forth in the Colorado Constitution or Statutes. Relative to
    CU, a partnership agreement also cannot usurp the university president's and
    the CU Board of Regents' responsibility and accountability for operation and
    management of the state personnel system for CU, as provided for by the
    Colorado Constitution or the Colorado Revised Statutes.

    Types of Partnership Agreements

    There are three types of partnership agreements described in the Executive
    Order: horizontal, statewide and vertical. The university's classified
    employees will be covered by horizontal and statewide agreements. The
    Executive Order, however, does not require CU to negotiate a vertical
    agreement with its classified employees, because the Board of Regents (and
    other governing boards of institutions of higher education) has
    constitutional autonomy in the supervision of its campuses and employees.

    Horizontal Agreements

    - are to be negotiated between the State and CWINS on issues specific to
    each occupational group, affecting all covered employees in the group,
    including CU classified employees; and

    - will involve the Governor's Designee for Employee Partnerships (the
    "Governor's Designee") and, often, the Department of Personnel and
    Administration, but not CU in an official capacity.

    To date, no horizontal agreements have been reached for an individual
    occupational group. A statewide Memorandum of Understanding (MOU) between
    the Governor's Designee and CWINS was executed in October 2008 to set forth
    initial rules for interactions between the parties and with covered
    classified employees. The MOU does not establish an agenda of issues of
    mutual interest for discussion by the parties. CU and all other higher
    education institutions in Colorado specifically are not covered by the MOU.

    Statewide Agreements

    - have statewide impact, negotiated by the two parties for application to
    the entire state personnel system, including CU classified employees; and,

    - will involve the Governor's Designee and, often, the Department of
    Personnel and Administration, but not CU in an official capacity.

    Vertical Agreements

    - cover issues of concern within a single state department. Sixteen state
    departments must, in good faith, negotiate an agreement with CWINS, as
    stipulated in the Executive Order; the sixteen departments are Agriculture,
    Corrections, Education, Health Care Policy and Financing, Higher Education,
    Human Services, Labor and Employment, Local Affairs, Military and Veterans
    Affairs, Natural Resources, Personnel and Administration, Public Health and
    Environment, Public Safety, Regulatory Agencies, Revenue, and
    Transportation; and,

    - are not required by the Executive Order for offices of the Attorney
    General, Secretary of State, Treasurer, State Board of Education, and
    governing boards of institutions of higher education, including CU; however,
    each of these organizations may elect, at its discretion, to negotiate such
    an agreement with CWINS. At this time, no higher education institutions in
    Colorado have elected to participate in vertical agreements.

    Impact on CU

    Horizontal Agreements

    - will affect CU's classified employees within a specific occupational
    group, with the possible exception of those classified employees not covered
    by the Executive Order: confidential, supervisory, managerial and
    temporary;

    - will be made by CWINS and the Governor's Designee, who will seek CU's
    input during the negotiations process; and,

    - may involve a small number of CU classified employees who wish to be on
    and are chosen by CWINS for a CWINS employee partnership negotiating team
    (more on this later).

    Statewide Agreements

    - will affect CU's classified employees, with the possible exception of
    those classified employees not covered by the Executive Order:
    confidential, supervisory, managerial and temporary;

    Vertical Agreement

    - is not in discussion at CU, because the Board of Regents has not elected
    to opt for such an agreement with CWINS; therefore,

    - there is no mechanism for CWINS to participate in bargaining or in other
    formal partnership discussions with CU.

    - is not dissimilar in definition from the role of the University of
    Colorado Staff Council, as stated in Laws of the Regents Article 6.B.1(B),

    -A University of Colorado Staff Council that serves as the universitywide
    representative body for communicating to the administration and Board of
    Regents matters of concern to exempt professionals and classified staff
    employees of the university.

    Classified Employee Membership in CWINS

    - Classified employees covered by the Executive Order may choose to join
    or not to join CWINS; however, pursuant to State Personnel Board Rule 1-18,
    membership in CWINS may not be a condition of employment and employees may
    not be coerced into joining or not joining.

    - Employees benefit from the results of a partnership agreement, whether
    the employees are dues-paying CWINS members or not.

    - In January 2009, the Department of Personnel and Administration
    authorized payroll deduction and use of a related form for CWINS dues. CU's
    Payroll & Benefit Services (PBS) is prepared for such deductions, which
    begin after PBS receives a CWINS membership form completed and signed by
    each classified employee who wishes to have dues withheld from pay and
    forwarded to CWINS.

    - Representatives of CWINS have begun distributing the membership forms on
    campus; however, representatives may not distribute forms during work hours
    if supervisors are concerned about the times the forms are being
    distributed, they should ask their human resources department for guidance.

    - The form also available on the PBS website at
     https://www.cu.edu/pbs/forms/downloads/ColoradoWins.pdf

    CWINS' Access to CU Employees

    Because higher education specifically is excluded from applicability of the
    earlier-noted MOU between the Governor's Designee and CWINS, there is no
    agreement between CU and CWINS for structured interactions during work time
    between CU supervisors or classified employees and CWINS regarding
    partnership agreements or university business.

    - CWINS may interact with CU employees on non-work time-breaks, meal
    intervals, annual leave or before or after shifts.

    - CU employees who are members of CWINS may not engage in CWINS
    recruitment activities during their work time. Likewise, CU employees' work
    time should not be interrupted for recruitment purposes.

    - CWINS may request and obtain permission to use campus facilities for
    meetings on CU employees' non-work time if the campus regularly provides
    such facilities to non-university groups, with or without a rental fee.

    - CWINS may post flyers limited to CWINS business on campus bulletin
    boards according to campus procedures if the campus regularly allows other
    non-university groups to post informational flyers on such boards.

    - Supervisors may distribute or make available CWINS business-related
    flyers in common areas like break rooms if the campus regularly allows other
    non-university groups to have such flyers distributed or available.

    - CWINS may not contact CU employees by university email during work
    hours.

    - CWINS may not telephone CU employees at their university telephone
    numbers during work times for any reason, including membership solicitation
    or recruitment.

    - Distribution of information regarding CWINS is the responsibility of
    CWINS.

    - CWINS may purchase advertisement space in the Silver & Gold Record at
    rates and with access comparable to other external advertisers.

    Employee Release Time for Partnership Activities

    - For horizontal agreement meetings-Some CU classified employees may wish
    to be CWINS delegates to partnership meetings to discuss with the Governor's
    Designee matters of occupational group or statewide interest. If the
    meetings are scheduled to occur during work time and if the work disruption
    is minimal, supervisors may grant the time off as annual leave or leave
    without pay.

    - For internal CWINS meetings-Similarly, some classified employees may
    wish to participate in matters that are purely internal to CWINS, such as
    organizing, political or CWINS governance activities. It is likely these
    matters will be scheduled for discussion during non-work time; if, however,
    the meetings are scheduled to occur during work time and if the work
    disruption is minimal, supervisors may grant the time off as annual leave or
    leave without pay.

    CWINS' Interaction with Supervisors and Other Members of CU's Administration

    Because higher education specifically is excluded from applicability of the
    earlier-noted MOU between the Governor's Designee and CWINS, there is no
    agreement between CU and CWINS for structured interactions between CU
    administrators and CWINS.

    - Administrators are not obliged to consult with CWINS when contemplating
    organizational or personnel changes in their organizations.

    - Supervisors or department heads who are requested by CWINS
    representatives to engage in interest-based bargaining or related training
    should refer the CWINS representative to the campus human resources
    department, because, as noted above, CU has no vertical agreement with
    CWINS.

    - Supervisors or department heads who are requested by CWINS
    representatives to discuss department-specific employee issues should refer
    the CWINS representatives to the campus human resources department, because,
    as noted above, CU has no vertical agreement with CWINS.

    - Under the State Personnel Board Rules, if supervisor and employee are
    scheduled to have a pre-disciplinary meeting, the employee may choose to
    have (or not to have) a representative accompany her or him. The
    representative may be a co-worker, friend, attorney, CWINS member or any
    other person, including a representative of another employee organization.
    The person is in the meeting to give the employee support and to witness the
    conversation. He or she may ask questions to help the employee understand
    what is being discussed, but the person may not speak on behalf of the
    employee. The university has no agreement with CWINS or any other
    organization to provide that form of representation The supervisor does not
    call or request a CWINS representative to be present in the meeting and is
    not required to ask the employee if representation is desired. It is the
    employee's choice.

    Miscellaneous Matters

    - CWINS membership buttons or pins may be worn by employees during work
    time if such employees do not follow a department-required dress code or
    wear a university-required uniform that identifies them as employees of a
    particular campus department.


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