Y ¿ §§ §§§§ §:*** ...?§§§ ) ; -*=-------------_- - - –––... . -*----------- 1964 and 1966 AGREEMENTS between - POST OFFICE DEPARTMENT and SEVEN EMPLOYEE ORGANIZATIONS holding Exclusive Recognition with Explanation of Changes September 24, 1966 EXPLANATORY NOTE How Material is Arranged Column one contains the provisions of the 1961, Agreement. Material is arranged in sequence as it appears in POD Publication #53. Column two contains the provisions of the lºé6 Agreement. Material is arranged in the same sequence as it will appear in the revised POD Publication #53. Changes made in the lºé6 Agreement are under- scored. Column three contains an explanation of the changes negotiated in 1966. How to Use Column two is your principle point of reference. Refer to the Article in which you are interested. (l) If there is underscoring, this indicates new material added to or changed from 1961, Agreement. Read column one for lºël, pro- visions. Read column three for an explanation of the change. (2) If there is no underscoring, the Article has not been changed this year. (3) Where blank spaces appear in column two, this is an indica- tion that provisions of the l96, Agreement have been deleted from the lºé6 Agreement. NOTE: Changes in the Agreement affect the entire Article. You should always read the entire Article in which the change appears, so that you may properly interpret it. Subject TABLE OF CONTENTS I NATIONAL AGREEMENTS A. Basic National Agreement B. Supplemental National Agreement s l. 2. II LOCAL Heavy Duty Compensation Tools for Vehicle Maintenance Personnel Hourly Rate Regular Fmployees Seniority Seniority - Motor Vehicle Service Pranch Seniority — Maintenance Service Branch City Carrier Transportation (Drivedut) Agreements RPO and HPO Clerk Assignments OPTIONS FOR NEGOTIATIONS III FORMAT FOR LOCAL AGREEMENTS 102 104 105 105 117 118 121 123 125 127 ARTICLE I Recognition A. Coverage This basic agreement, called the “Agreement,” and such other agreements entered into to supplement or amend this Agreement, represent and con- stitute an agreement between the Post Offic Department, called the “De- partment,” and the following alphabetically listed Organizations of em- ployees of the Post Office Department, called the “Organizations,” on personnel policies and practices and working conditions. This Agreement covers all craft or occupational group employees of the Department in units, established at the national level, for which the Organi- zations have been certified by the Department as the exclusive repre- sentatives. Each individual employee organization represents only those craft or occupational employees in units, established at the national level, for which that organization has been certified by the Department as the exclusive representative. The units established include those craft or oc- cupational group employees under the jurisdiction of postmasters and employees in the same craft or occupational group who are employed in a field activity managed by an official other than a postmaster, which is engaged in mail processing and/or delivery operations. The Department may accord recognition in new independent installations or established installations when the question of representation status within the unit is raised. The determination of recognition will be made after consultation with the employee organizations involved at the national level. National Association of Letter Carriers, AFL-CIO (City Letter Carriers) National Association of Post Office and General Services Maintenance Employees (Maintenance Employees) National Association of Special Delivery Messengers, AFL-CIO (Special Delivery Messengers) National Federation of Post Office Motor Vehicle Employees, AFL- CIO (Motor Vehicle Employees) National Rural Letter Carriers Association (Rural Letter Carriers) United Federation of Postal Clerks, AFL-CIO (Postal Clerks) ARTICLE I Recognition A. Coverage 1. This basic agreement, called the “Agreement,” and such other agreements entered into to supplement or amend this Agreement, represent and constitute an agreement between the Post Office Department, called the “Department,” and the following alphabetically listed Organizations of em- ployees of the Post Office Department, called the “Organi- zations,” on personnel policies and practices and working conditions. . This Agreement covers all craft or occupational group employees of the Department in units, established at the national level, for which the Organizations have been certified by the Department as the exclusive representatives. Each individual enployee organization represents only those craft or occupational employees in units, established at the national level, for which that organization has been certified by the Departinent as the exclusive representative. The units established include those craft or occupational group employees under the jurisdiction of postmasters and, employees in the same craft or occupational group who are employed in a field activity managed by an official other than a postmaster, which is engaged in mail processing and/or delivery operations. . The Department may accord recognition in new independent installations or established installations when the question of representation status within the unit is raised. The de- termination cf recognition will be made after consultation with the employee organizations involved at the national level. National Association of Letter Carriers, AFL-CIO (City Letter Carriers) National Association of Post Office and General Services Maintenance Employees, AFL-CIO (Maintenance Em- ployees) National Association of Post Office Mail Handlers, Watch- men, Messengers & Group Leaders, AFL-CIO (Mail Handiers) National Association of Special Delivery Messengers, AFL- CIO (Special Delivery Messengers) National Federation of Post Office Motor Vehicle Eni- ployees, AFL-CIO (Motor Vehicle Employees) National Rural Letter Carriers Association (Rural Letter Carriers) United Federation of Postal Clerks, AFL-CIO (Postal Clerks) National Association of Post Office General Services Maintenance Employees recently affiliated with the AFL-CIO. The additional employee organization gained national exclusive recognition for the mail handler craft in December 1964 after the last agreement was signed. B. Exclusions It is recognized pursuant to the eligibility requirements as set forth in the Notice of Election and the subsequent certification of the units thereof that the following employees in the described units are not covered by this Agreement: All managerial employees All supervisory employees All Postal Inspection Service employees Employees directly engaged in personnel work in other than a clerical capacity All employees on active duty in the United States Armed Forces All employees working in postal field installations not under the jurisdiction of a postmaster except as provided in this Article. ARTICLE II Purpose The well-being of the employees and the efficient and economic operation of the Department require that orderly and constructive relationship be maintained between the Department and the Organizations. The partici- pation of employees in the formulation and implementation of employee policies and procedures affecting them contributes to the effective conduct of the public business. The parties to this Agreement recognize that they must assume great responsibilities and must exercise proper restraint and good judgment to establish stable and meaningful relations based upon this Agreement. ARTICLE III Management Rights In compliance with Sec. 7 of Executive Order 10988: A In the administration of all matters covered by the Agreement, officials and employees are governed by the provisions of any existing or future B. Exclusions It is recognized pursuant to the eligibility requirements as Set forth in the Notice of Election and the subsequent certification of the units thereof that the following employees in the described units are not covered by this Agreement: All managerial employees All supervisory employees All Postal Inspection Service employees Employees directly engaged in personnel work in other than a clerical capacity All employees on active duty in the United States Armed Forces All employees working in postal field installations not under the jurisdiction of a postmaster except as provided in this Article. ARTICLE II Purpose The well-being of the employees and the efficient and economic operation of the Department require that orderly and con- structive relationship be maintained between the Department and the Organizations. The participation of employees in the formulation and implementation of employee policies and procedures affecting them contributes to the effective conduct of the public business. The parties to this Agreement recognize that they must assume great responsibilities and must exercise proper restraint and good judgment to establish stable and meaningful relations based upon this Agreement. ARTICLE III Management Rights In compliance with Sec. 7 of Executive Order 10988: 1. In the administration of all matters covered by the Agree- ment, officials and employees are governed by the provisions of any existing or future laws and regulations, including policies set forth in the Federal Personnel Manual and Post Office Départment regulations, which may be applicable, and the Agreement shall at all times be applied subject to such laws, regulations and policies, except as provided in Article XXVI, entitled Postal Manual Conflict. laws and regulations, including policies set forth in the Federal Personnel Manual and Post Office Department regulations, which may be appli- cable, and the Agreement shall at all times be applied subject to such laws, regulations and policies, except as provided in Article XXIV, entitled Postal Manual Conflict. B Management officials of the Post Office Department retain the right, in accordance with applicable laws and regulations (1) to direct em- ployees of the Department, (2) to hire, promote, transfer, assign, and retain employees in positions within the Department, and to suspend, demote, discharge, or take other disciplinary action against employees, (3) to relieve employees from duty because of lack of work or for other legitimate reasons, (4) to maintain the efficiency of the Government Operations entrusted to them, (5) to determine the methods, means and personnel by which such operations are to be conducted, and (6) to take whatever actions may be necessary to carry out the mission of the Department in situations of emergency. ARTICLE IV Organizations’ Rights A. Scope of Negotiations In exercising authority to make rules and regulations relating to personnel policies and practices and working conditions, the Department shall have due regard for the obligation imposed by this Article, but such obligation shall not be construed to extend to such areas of discretion and policy as the mission of the Department, its budget, its organization and the as- signment of its personnel, or the technology of performing its work. The organizations may negotiate in the general area of working conditions, personnel policies and practices. As a general rule, negotiable matters must be within the administrative discretion of the Postmaster General, be permissible by applicable laws, Executive Orders, Civil Service Com- mission and other applicable non-Post Office Department regulations. The organizations have a right to negotiate or consult as appropriate regarding changes in regulations or policy affecting personnel policies, practices and working conditions. Both parties, when formulating proposals or counter-proposals, shall consider that they may not negotiate provisions that are in conflict with: 1. Law 2. Management officials of the Post Office Department retain the right, in accordance with applicable laws and regulations and this Agreement (a) to direct employees of the Depart- ment, (b) to hire, promote, transfer, assign, and retain employees in positions within the Department, and to sus- pend, demote, discharge, or take other disciplinary action against employees, (c) to relieve employees from duty be- cause of lack of work or for other legitimate reasons, (d) to maintain the efficiency of the Government operations en- trusted to them, (e) to determine the methods, means and personnel by which such operations are to be conducted, and (f) to take whatever actions may be necessary to carry out the mission of the Department in situations of emergency, i.e., an unforeseen circumstance or a combination of circum- stances which calls for immediate action in a situation which is not expected to be of a recurring nature. . It is a prerogative of management to determine the comple- ment of an installation, and to establish duty assignments. When complement and duty assignments have been estab- lished, by management, employees will be placed in such duty assignments pursuant to the provisions of the National or local agreements as limited by law or regulation. ARTICLE IV Organizations’ Rights . Scope of Negotiations . In exercising authority to make rules and regulations relating to personnel policies and practices and working conditions, the Department shall have due regard for the obligation imposed by this Article, but such obligation shall not be con- Strued to extend to such areas of discretion and policy as the mission of the Department, its budget, its organization and the assignment of its personnel, or the technology of performing its work. . The Organizations may negotiate in the general area of work- ing conditions, personnel policies and practices. As a general rule, negotiable matters must be within the administrative discretion of the Postmaster General, be permissible by applicable laws, Executive Orders, Civil Service Commis- sion and other applicable non-Post Office Department regu- lations. The organizations have a right to negotiate or consult as appropriate regarding changes in regulations or policy affecting personnel policies, practices and working conditions. 3. Both parties, when formulating proposals or counter- proposals, shall consider that they may not negotiate provi- sions that are in conflict with: a. Law The addition of "and this agreement" emphasizes that while management retains the enumerated rights, it must exercise these rights in accordance with the Agreement, as well as applicable laws and regulations. Incorporates existing Labor-Management definition of an emergency. Incorporates existing labor management decision which draws a distinction between establishing complement and duty assignments, which are manage- ment rights, and the actual filling of assignments, which is governed by contract and law. 2. Regulations of the Civil Service Commission and the Department of Labor. 3. Matters not within the administrative discretion of the agency. Transfers and assignments shall be made with due regard for applicable seniority provisions. B. Responsibilities The Organizations shall not (1) assert the right to strike against the Gov- ernment of the United States or any agency thereof, or to assist or partici- pate in any such strike or impose a duty or obligation to conduct, assist or participate in any such strike, or (2) advocate the overthrow of the constitutional form of Government of the United States, or (3) discrimi- nate with regard to terms or conditions of membership because of race, color, creed or national origin. Violations of these provisions shall be the basis for the withdrawal of recognition of the particular organization con- cerned. Each employee organization shall be responsible for representing the interests of all such employees in their respective units without discrimi- nation and without regard to employee organization membership. C. Standards of Conduct and Code of Fair Labor Practices The Department agrees to observe all rights extended to the Organizations under the Standards of Conduct for Employee Organizations and the Code of Fair Labor Practices in the Federal Service as prescribed by the Presi- dent, May 21, 1963, and the Organizations agree to observe and subscribe to said Standards of Conduct and Code of Fair Labor Practices. D. Exchange of Information Recognizing that to a great extent the interests of the Department and Of the Organizations are the same and that the exchange of information 1S OIAC of the simplest methods of promoting mutual understanding and CO- operation, it is the right of the Organizations which have exclusive OT formal recognition at any level to be given information directly bearing on personnel policies and procedures and working conditions, and also information which may have an indirect impact upon personnel. All such information should be submitted as far in advance as practicable and should be withheld only for security reasons. b. Regulations of the Civil Service Commission and the Department of Labor. C. Matters not within the administrative discretion of the agency. B. Responsibilities 1. The Organizations shall not (a) assert the right to strike against the Government of the United States or any agency thereof, or to assist or participate in any such strike or impose a duty or obligation to conduct, assist or participate in any such strike, or (b) advocate the overthrow of the constitutional form of Government of the United States, or (c) discriminate with regard to terms or conditions of mem- bership because of race, color, creed or national origin. Violations of these provisions shall be the basis for the withdrawal of recognition of the particular organization concerned. 2. Each employee organization shall be responsible for repre- senting the interests of all such employees in their respective units without discrimination and without regard to employee organization membership. C. Standards of Conduct and Code of Fair Labor Practices The Department agrees to observe all rights extended to the Organizations under the Standards of Conduct for Employee Organizations and the Code of Fair Labor Practices in the Federal Service as prescribed by the President, May 21, 1963, and the Organizations agree to observe and subscribe to Said Standards of Conduct and Code of Fair Labor Practices. D. Exchange of Information 1. Recognizing that to a great extent the interests of the De- partment and of the Organizations are the same and that the exchange of information is one of the simplest methods of promoting mutual understanding and cooperation, it is the right of the Organizations which have exclusive or formal recognition at any level to be given information directly bearing on personnel policies and procedures and working conditions, and also information which may have an indirect impact upon personnel. This is intended to include, insofar as possible, the free exchange of informa- tion on subject matter which may not necessarily be proper for consultation or negotiation.TIT.Joes not mean the Organizations will be given all Departmental documents. All such information should be submitted as far in advance as practicable and should be withheld only for security Fe2SOIlS. Last sentence eliminated since it duplicates information contained in other provisions of Agreement. The purpose is to assure free exchange of information at local, regional and national levels. Some subjects while not negotiable nor requiring consultation, still have a bearing on personnel policies, practices and working conditions and information on such subjects should be given to Organization representatives. For example, the fact that a superintendent of mails is expected to be on sick leave for an extended period of time and another supervisor will assume his duties is not a matter for negotiations or consultation; however, this information should be made available to Organization representatives as soon as possible. Mote however, that this exchange is limited in that certain strictly internal management documents do not have to be given to the organizations, even though the subject matter of such documents may properly be discussed with employee organizations. Some locals may take this provision as a "fishing license" to require Postmasters to open their jobs to them. While the Department encourages exchange of information this section should not be abused. Postmasters should check carefully any printed interpretations concerning exchange of information. For example, the official document used to arrive at the total number of sub hours should not be given to union representatives although a postal representative can furnish information relative to sub hours used. 4 Each individual employee organization that is a party to this Agree- nent shall be given the opportunity to be represented at discussions t the national level between officials of the Department and em- loyees and/or employee representatives concerning grievances, personnel olicies and practices, and other matters affecting general working condi- ions of craft or occupational group employees in the unit represented on national basis by the individual organization. A representative of an Employee Organization having exclusive recognition as the right to be present and the postal official at the regional or local >vel is obligated to offer such Employee Organization representative an pportunity to be present when matters affecting the craft group are being resented by and/or discussed with employee organizations. :ach organization has been recognized as the exclusive representative f craft or occupational group employees of an appropriate national unit nd is entitled to act for and to negotiate supplemental agreements for all ployees in their respective units. . Bulletin Boards eparate Bulletin Boards for the exclusive use of each organization party this Agreement will be placed in each installation in all swing rooms d work areas if space is available and it is otherwise feasible. One ulletin Board will be placed at each appropriate location for the exclusive se of the Organizations if it is not possible to have one available for ch organization party to this Agreement. The head of the installation all determine the number and location of the Boards, shall pass on the itability of material for posting if, after posting, the question of suitability raised, and shall otherwise govern use of the Boards. Prior to the removal a posting, the installation head shall discuss with the Craft Representa- e. If no agreement is reached, a copy of the bulletin in question shall initialed, dated and reason for removal noted by the installation head d returned to the Craft Representative. . Distribution of Information iterature or notices may be distributed or posted at appropriate points ſithin work areas of a postal building by employees of the installation 3rving as representatives of employee groups that are party to this greement. As a guide to organization officials, literature containing ttacks or propaganda against the United States Government or its agencies against individuals may not be posted or distributed on Federal emises. The distribution of literature will be permitted provided it is 2. Each individual employee organization that is a party to this Agreement shall be given the opportunity to be repre- sented at discussions at the national level between officials of the Department and employees and/or employee repre- sentatives concerning grievances, personnel policies and practices, and other matters affecting general working con- ditions of craft or occupational group employees in the unit represented on a national basis by the individual organiza- tion. 3. A representative of an Employee Organization having exclu- sive recognition has the right to be present and the postal official at the regional or local level is obligated to offer such Employee Organization representative an opportunity to be present when matters affecting the craft group are being Presented by and/or discussed with employee organizations. 4. Each organization has been recognized as the exclusive representative of craft or occupational group employees of an appropriate national unit and is entitled to act for and to negotiate supplemental agreements for all employees in their respective units. E. Bulletin Boards Separate bulletin boards for the exclusive use of each Oſga- nization party to this Agreement will be placed in each installa- tion in all swing rooms and work areas if Space is available and it is otherwise feasible. One bulletin board will be placed at each appropriate location for the exclusive use of the Orga- nizations if it is not possible to have one available for each organization party to this Agreement. The head of the instal- lation shall determine the number and location of the boards, shall pass on the suitability of material for posting if, after posting, the question of suitability is raised, and shall other- Wise govern use of the boards. Prior to the removal of a Posting, the installation head shall discuss with the Craft Representative. If no agreement is reached, a copy of the bulletin in question shall be initialed, dated and reason for removal noted by the installation head and returned to the Craft Representative. F. Distribution of Information Literature or notices may be distributed or posted at appropri- ate points within work areas of a postal building by employees of the installation serving as representatives of employee groups that are party to this Agreement. As a guide to organization officials, literature Containing attacks or propaganda against the United States Government or its agencies or against individuals may not be posted or distributed on Federal premises. The distribution of literature will be permitted provided it is done done “off the clock” and does not interfere with work being done by other employees. The distribution and posting of material of employee groups does not constitute endorsement of the material by the postal official in charge of the installation, or higher authority, and nothing may be con- tained in the material distributed or posted that will appear to constitute an endorsement. The Organizations agree that advertisements, circulars, placards, handbills, cards or notices relating to any private business and pictures, cartoons, or other documents of a political character designed to influence an election in favor of any candidate may not be placed on the Walls or elsewhere for public exhibition within areas used for postal activi- ties, or the lobbies thereof, or on any portion of the post office premises. These provisions extend to nonpostal space in Government buildings operated by the Post Office Department. ARTICLE V Employee Rights A. Right to Participate Employees have, and shall be protected in the exercise of, the right, freely and without fear of penalty or reprisal, to form, join and assist any em- ployee organization or to refrain from such activity. The freedom of such employees to assist any employee organization shall be recognized as extending to participation in the management of the organization and acting for the organization in the capacity of an organization representative, including presentation of its views to officials of the Executive Branch, the Congress, or other appropriate authority. Participating in the management of or acting as the representative of an employee organization is not permitted if such activity would result in a conflict of interest or would be incompatible with law or the official duties of the employees. B. Conflict of Interest “Conflict of interest” shall be applied to include “persons who make or recommend management policies or who direct, control, or supervise operations or personnel, and those associated with or assisting in such direction or control;” for example: (1) employees who have responsibility for directing and controlling the program operations of the Department; “off the clock” and does not interfere with work being done by other employees. The distribution and posting of material of employee groups does not constitute endorsement of the mate- rial by the postal official in charge of the installation, or higher authority, and nothing may be contained in the material dis- tributed or posted that will appear to constitute an endorse- ment. The Organizations agree that advertisements, circulars, placards, handbills, cards or notices relating to any private busi- ness and pictures, cartoons, or other documents of a political character designed to influence an election in favor of any candidate may not be placed on the walls or elsewhere for public exhibition within areas used for postal activities, or the lobbies thereof, or on any portion of the post office premises. These provisions extend to nonpostal space in Government buildings operated by the Post Office Department. ARTICLE V Employee Rights A. Right to Participate 1. Employees have, and shall be protected in the exercise of, the right, freely and without fear of penalty or reprisal, to form, join and assist any employee organization or to refrain from such activity. The freedom of such employees to assist any employee organization shall be recognized as extending to participation in the management of the orga- nization and acting for the organization in the capacity of an organization representative, including presentation of its views to officials of the Executive Branch, the Congress, or other appropriate authority. 2. Participating in the management of or acting as the repre- sentative of an employee organization is not permitted if such activity would result in a conflict of interest or would be incompatible with law or the official duties of the employees. B. Conflict of Interest “Conflict of interest” shall be applied to include “persons who make or recommend management policies or who direct, con- trol, or supervise operations or personnel, and those associated with or assisting in such direction or control;" for example: 1 - employees who have responsibility for directing and con- trolling the program operations of the Department; (2) those supervisors who have significant managerial responsibilities; (3) employees serving in support activities whose principal duties involve advising or assisting management on program administration and/or manpower utilization in other than a clerical capacity; (4) employees directly engaged in personnel work in other than a clerical capacity; (5) employees whose assigned duties require that they represent the interests of the Department at any level in any manner in consultation or negotiations with representatives of any employee organizations. C. Individual's Rights The terms of this Agreement do not: Preclude any employee of the Department from bringing matters of personal concern to the attention of appropriate officials of the Depart- ment in accordance with applicable law, rule, regulation, or established Departmental policy, or from choosing his own representative in a grievance or appellate action. ARTICLE VI Administration and Interpretation 2. those Supervisors who have significant managerial re- Sponsibilities; 3. employees serving in Support activities whose principal duties involve advising or assisting management on pro- gram administration and/or manpower utilization in other than a clerical capacity; 4. employees directly engaged in personnel work in other than a clerical capacity; P. employees whose assigned duties require that they repre- Sent the interests of the Department at any level in any manner in consultation or negotiation with representa- tives of any employee organizations. C. Individual’s Rights The terms of this Agreement do not: Preclude any employee of the Department from bringing mat- ters of personal concern to the attention of appropriate officials of the Department in accordance with applicable law, rule, regulation, or established Departmental policy, or from choos- ing his own representative in a grievance or appellate action. ARTICLE VI Administration and Interpretation A. Restrictions In the administration of matters covered by the Agreement, officials of the Department and the Organizations, and all employees are governed by the provisions of any existing or future laws, executive orders, and regulations, including policies set forth in the Federal Personnel Manual and the Department's regulations which may be applicable. The Agreement and all supplements or amendments thereto shall at all times be subject to such laws, executive orders, regulations and policies as may be in effect now or in the future. No supplemental agreement nor any local nor other agree- ment may change the terms or conditions of this Agreement. This Agreement does not: (1) Preclude or restrict consultations and dealings between the Department and any veterans organization with respect to matters of particular interest to employees with veterans preference, or 231-420 O - 66 - 2 A. Restrictions 1. In the administration of matters covered by the Agreement, officials of the Department and the Organizations, and all employees are governed by the provisions of any existing or future laws, executive orders, and regulations, incłuding policies set forth in the Federal Personnel Manual and the Department's regulations which may be applicable. The Agreement and all supplements or amendments thereto shall at all times be subject to such laws, executive orders, regula- tions and policies as may be in effect now or in the future. No supplemental agreement nor any local nor other agree- ment may change the terms or conditions of this Agreement. 2. This Agreement does not: a. Preclude or restrict consultations and dealings between the Department and any veterans organization with re- Spect to matters of particular interest to employees with Veterans preference, or (2) Preclude the Department from consulting or dealing with any religious, social, fraternal or other lawful association, not qualified as an employee organization, with respect to matters or policies which involve individual members of the association or are of particular applicability to it or its members, when such consultations or dealings are duly limited so as not to assume the character of formal consultation on matters of general employee-management policy or to extend to areas where recognition of the interest of one employee group may result in discrimination against or injury to the interest of other employees. B. Labor-Management Meetings at National Level The Department through appropriate officials and representatives shall meet with the Organizations one day during the first week of each month and such other times as is necessary to confer, but not negotiate, with respect to nationwide personnel policies and practices and matters affect- ing working conditions, matters affecting the Basic Agreement, supple- ments thereto and interpretations and disputes arising out of the adminis- tration of local agreements. Disputes arising out of the administration of local agreements will not be considered until all efforts to settle the dispute at the local and regional level have been exhausted. The Department will also confer on the status of current and new projects and programs, including Mail Processing and Delivery activities, and other matters which affect employees covered by this agreement. The Department agrees to contact the Organization or Organizations con- cerned before action is taken when there is a doubt as to the proper inter- pretation of the National Agreement, unless an emergency situation exists. The agenda for the regular monthly meeting may also provide for a discussion by Departmental officials of the status of current projects and new programs. Such monthly meetings shall not preclude at such other times as is reasonable any of the individual organizations which are party to this Agreement from meeting with the Department concerning activities of the Department of interest to the employees in the appropriate craft or occupational group. Minutes of the monthly Labor-Management Meetings shall be furnished to each Organization party to this Agreement. Decisions agreed to are to be policy and shall be implemented by the Department. C. Processing Alleged Violations at Local Level of National Agreement Any organization granted exclusive or formal recognition at the local b. Preclude the Department from consulting or dealing with any religious, social, fraternal or other lawful asso- ciation, not qualified as an employee organization, with respect to matters or policies which involve individual members of the association or are of particular applicabil- ity to it or its members, when such consultations or deal- ings are duly limited so as not to assume the character of formal consultation on matters of general employee- management policy or to extend to areas where recogni- tion of the interest of one employee group may result in discrimination against or injury to the interest of other employees. . Labor-Management Meetings at National Level . The Department through appropriate officials and repre- sentatives shall meet with the Organizations one day during the first week of each month and such other times as is necessary to confer, but not negotiate, with respect to na- tionwide personnel policies and practices and matters affect- ing working conditions, matters affecting the Basic Agree- ment, supplements thereto and interpretations and disputes arising out of the administration of local agreements. . Disputes arising out of the administration of local agree- ments will not be considered until all efforts to settle the dispute at the local and regional level have been exhausted. . The Department will also confer on the status of current and new projects and programs, including Mail Processing and Delivery activities, and other matters which affect employees covered by this Agreement. . The Department agrees to contact the Organization or Organizations concerned before action is taken when there is a doubt as to the proper interpretation of the National Agreement, unless an emergency situation exists. . The agenda for the regular monthly meeting may also pro- vide for a discussion by Departmental officials of the status of current projects and new programs. Such month- ly meetings shall not preclude at such other times as is reasonable any of the individual organizations which are party to this Agreement from meeting with the Department concerning activities of the Department of interest to the employees in the appropriate craft or occupational group. Minutes of the monthly Labor-Management Meetings shall be furnished to each Organization party to this Agreement. Decisions agreed to are to be policy and shall be imple- mented by the Department. Processing Alleged Violations at Local Level of National Agreement . Any organization granted exclusive or formal recognition at the local level alleging that the National Agreement and level alleging that the National Agreement and National Supplemental Agreements have been violated on the local level may file a written protest with the Regional Special Assistant for Employee Relations with a copy to the installation head. As soon as possible after receipt of the protest the Regional Special Assistant for Employee Relations shall: 1. Determine if the protest is valid. If protest is substantiated, advise the installation head of corrective action to be taken and inform in writing the local protesting organization with a copy to the ap- propriate Regional Representative party to this agreement. 2. If the protest cannot be substantiated, confer with the Regional Representative of the exclusive National Organization(s) for the affected craft(s) to determine whether the protest can be resolvd based on interpretation(s) made at the National level. If resolved, follow the notification procedure in (1) above. 3. If the issue cannot be resolved based on the interpretations made at the National level, the protest shall be forwarded to the Special Assistant, Employee Relations, Bureau of Personnel who will: (a) Review with exclusive National Organization(s) concerned and determine if the protest can be resolved based on previous interpretations; or (b) If it cannot be resolved, place the protest on the agenda for the next regular Labor-Management Meeting with the exclu- sive National Organization(s) in the craft(s) involved. No organization other than the national exclusive organization(s) in the affected craft(s) has a right to be present at meetings where these items are considered. The resolution arrived at by the two parties is final and binding and may not be appealed. The national party(ies) by mutual con- sent may submit questions relating to the interpretation of the agreement to advisory arbitration. The advisory arbitrator will be selected and pro- ceed according to procedures set forth in the provisions of this Agreement relating to advisory arbitration. D. Administration—Agreement at Regional Level The Department designates the Regional Director in each of its regions as the principal representative of the Department in the respective regions for the purpose of carrying out the policy of Executive Order 10988 of January 17, 1962. The authority of each Regional Director in this respect National Supplemental Agreements have been violated on the local level may file a written protest with the Regional Special Assistant for Employee Relations with a copy to the installation head, the regional representative of the national Exclusive Organization of the craft involved, and the regional representative of the local filing the alleged violation(s). . As soon as possible after receipt of the protest the Regional Special Assistant for Employee Relations shall: a. Determine if the protest is valid. If protest is sub- stantiated, advise the installation head of corrective action to be taken and inform in writing the local protesting organization with a copy to the appropriate Regional Representative party to this Agreement. b. If the protest cannot be substantiated, confer with the Regional Representatives)of the exclusive National Orga- nization(s) for the affected craft(s) to determine whether the protest can be resolved based on interpretation(s) made at the National level. If resolved, follow the notification procedure in (a) above. c. If the issue cannot be resolved based on the interpreta- tions made at the National level, the protest shall be for- warded to the Special Assistant, Industrial Relations, Bureau of Personnel who will: (1) Review with exclusive National Organization(s) concerned and determine if the protest can be resolved based on previous interpretations; or (2) If it cannot be resolved, place the protest on the agenda for the next regular Labor-Management Meeting with the exclusive National Organization(s) in the craft(s) involved. 3. No organization other than the national exclusive orga- nization(s) in the affected craft(s) has a right to be present at meetings where these items are considered. The resolu- tion arrived at by the two parties is final and binding and may not be appealed. The national party(ies) by mutual consent may submit questions relating to the interpretation of the agreement to advisory arbitration. The advisory arbitrator will be selected and proceed according to pro- cedures set forth in the provisions of this Agreement re- lating to advisory arbitration. D. Administration—Agreement at Regional Level 1. The Department designates the Regional Director in each of its regions as the principal representative of the Depart- ment in the respective regions for the purpose of carrying out the policy of Executive Order 10988 of January 17, 1962. The authority of each Regional Director in this Provides for Distribution of additional copies of alleged violations of the National Agreement. shall be exercised subject to the terms and conditions of this Agreement and all amendments or supplements. On or before the effective date of this Agreement, each organization party thereto shall furnish to the Department and each Regional Director, in writing, the name, title and address of its principal representative in each of the regions of the Department. The Organizations are responsible for notifying the Department and Regional Directors of changes of their respective representatives as such changes occur. The Regional Director or designated regional officials and representatives shall meet with one regional representative of each organization which has exclusive or formal recognition at the regional level to announce new or to confer on the status of current projects, programs, and other activities of interest to the employees. The designated employee representative may be accompanied by such technical assistants as needed, at no expense to the Department. The organizations shall be permitted to submit agenda items for inclusion among the topics to be discussed provided the material to be discussed is of general interest to all or the majority of the organizations present at the meeting. Such meetings at the regional level, in order to insure full and complete communication from management to employee and employee to manage- ment, shall be called by the Regional Director at least once each quar- ter. These meetings will not preclude, at such other times as is reasonable, any of the regional representatives of individual organizations with exclu- sive or formal recognition at the regional level from meetings with Regional Officials concerning activities of interest to the employees in the appro- priate craft or occupational group. Major problems or plans such as the Christmas operation or a national emergency may justify the attendance of one representative of each of the Organizations from each state in the region, in addition to the desig- nated regional representatives being called by the Regional Director to attend regional Labor-Management meetings. The designated regional representatives, technical assistants, or state repre- sentatives called to attend such meetings by the Regional Director shall be placed on official time and be issued appropriate travel orders provided they are not on an extended leave status, in order to engage in business for the organizations they represent and provided they are employees under the jurisdiction of the Regional Director calling the meeting. 5 respect shall be exercised subject to the terms and condi- tions of this Agreement and all amendments or supplements. . On or before the effective date of this Agreement, each organization party thereto shall furnish to the Department and each Regional Director, in writing, the name, title and address of its principal representative in each of the regions of the Department. . The Organizations are responsible for notifying the Depart- ment and Regional Directors of changes of their respective representatives as such changes occur. . The Regional Director or designated regional officials and representatives shall meet with one regional representative of each organization which has exclusive or formal recog- nition at the regional level to announce new or to confer on the status of current projects, programs, and other ac- tivities of interest to the employees. The designated em- ployee representative may be accompanied by such technical assistants as needed, at no expense to the Department. The organizations shall be permitted to submit agenda items for inclusion among the topics to be discussed provided the material to be discussed is of general interest to all or the majority of the organizations present at the meeting. . Such meetings at the regional level, in order to insure full and complete communication from management to em- ployee and employee to management, shall be called by the Regional Director at least once each quarter. These meetings will not preclude, at such other times as is reasonable, any of the regional representatives of individual organizations with exclusive or formal recognition at the regional level from meetings with Regional Officials concerning activities of in- terest to the employees in the appropriate craft or occupa- tional group. . Major problems or plans such as the Christmas operation or a national emergency may justify the attendance of one representative of each of the Organizations from each state in the region, in addition to the designated regional repre- sentatives being called by the Regional Director to attend regional Labor-Management meetings. . The designated regional representatives, technical assistants, or state representatives called to attend such meetings by the Regional Director shall be placed on official time and be issued appropriate travel orders provided they are not on an extended leave status, in order to engage in business for the organizations they represent and provided they are employees under the jurisdiction of the Regional Director calling the meeting. 10 E. Administration—Agreement at Local Installation Level At each post office wherein craft or occupational group employees are in a unit represented by an employee organization on an exclusive basis, the postmaster shall meet, except as noted below, with the appropriate representatives of each employee organization so recognized at least once each quarter. Such regular meetings shall be called by the postmaster and employee representatives in accordance with the following: The total number of representatives, from each craft or occupational group represented by an Employee Organization having exclusive recog- nition, who may attend these meetings is negotiable. However, the number of representatives who will be entitled to official time benefits of this Article will be based on the following: One (1) representative from each craft or occupational group having exclusive recognition with twenty-five (25) or less regular employees; two (2) representatives from each craft or occupational group having exclusive recognition with twenty-six (26) or more regular employees. Craft or occupational groups represented by an employee organization not having exclusive recognition shall not be invited or attend these meetings. Those called to attend such meetings, who are employees of that post office, shall be granted official time to the extent necessary to compensate them for time absent from their regular assigned duties in the post office on that day. It is intended that organization representatives shall not gain or lose compensation because of attendance at such meetings. The parties to the Agreement recognize the necessity for postmasters and representatives of employee organizations accorded exclusive recognition at the largest installations to meet more often than once a quarter. The parties also recognize that at the very smallest installations where there exists daily contact between the postmaster and all or the majority of the em- ployees that regular meetings once each quarter need not be held. Those local installations required to meet more often than once a quarter will be required to provide in their local supplemental agreements with their organizations with exclusive recognition at the installation the number of meetings required in excess of one each quarter. In no event is there to be more than one such meeting each month. The postmaster and appropriate officials shall meet with the appropriate representative of the organizations at these regular meetings and confer with respect to the local supplemental agreements and any interpretations and disputes arising out of the administration of local supplemental agree- ImentS. E. Administration—Agreement at Local Installation Level 1. At each post office wherein craft or occupational group employees are in a unit represented by an employee organi- zation on an exclusive basis, the installation head shall meet, except as noted below, with the appropriate representatives of each employee organization so recognized at least once each quarter. . Such regular meetings shall be called by the installation head and employee representatives in accordance with the following: The total number of representatives, from each craft or occupational group represented by an Employee Organi- zation having exclusive recognition, who may attend these meetings is negotiable. However, the number of repre- sentatives who will be entitled to official time benefits of this Article will be based on the following: One (1) rep- resentative from each craft or occupational group having exclusive recognition with twenty-five (25) or less regular employees; two (2) representatives from each craft or oc- cupational group having exclusive recognition with twenty- six (26) or more regular employees. Craft or occupa- tional groups represented by an employee organization not having exclusive recognition shall not be invited or attend these meetings. . Those called to attend such meetings, who are employees of that post office, shall be granted official time to the extent necessary to compensate them for time absent from their regular assigned duties in the post office on that day. It is intended that organization representatives shall not gain or lose compensation because of attendance at such meetings. 4. The parties to the Agreement recognize the necessity for installation heads and representatives of employee organi- zations accorded exclusive recognition at the largest installa- tions to meet more often than once a quarter. The parties also recognize that at the very smallest installations where there exists daily contact between the installation head and all or the majority of the employees that regular meetings once each quarter need not be held. 5. Those local installations required to meet more often than once a quarter will be required to provide in their local supplemental agreements with their organizations with ex- clusive recognition at the installation the number of meet- ings required in excess of one each quarter. In no event is there to be more than one such meeting each month. . The installation head and appropriate officials shall meet with the appropriate representative of the organizations at these regular meetings and confer with respect to the local supplemental agreements and any interpretations and dis- putes arising out of the administration of local Supplemental agreements. 11 The agenda for these regular meetings with the organizations with exclusive recognition may also provide for a discussion by the postmaster and/or local officials of the installation of current projects and new programs. Such meetings shall not preclude a representative of the organizations with exclusive recognition at the local installation from meeting with local management on matters covered by other sections of this Agreement. ARTICLE VII Procedures Covering Local Negotiations A. Rules: 1. Both parties agree that active participation in negotiations in behalf of employee organizations shall be limited to employees of the postal service including national, regional, area or local officials of the organization. It is further agreed that participation in behalf of postal service management shall be limited to employees of the postal service. 2. Negotiations leading to amendments including additions, revisions and implementations will commence not later than September 1, 1964 and shall be completed by October 3, 1964 except that either party has the right of one extension of 2 negotiation sessions within the following 7-day period. 3. The installation head shall arrange a meeting with representatives of Organizations having local installation Exclusive Recognition no later than 5 days prior to beginning date of negotiations. Full com- mittees of all negotiators shall meet for negotiation of agenda items of interest to all crafts. Craft committees shall negotiate agreements of specific concern to craft or crafts concerned. 4. Provisions should be made so that employee representatives sched- uled for duty during the period of negotiation may (1) request change of duty, (2) request leave without pay, (3) utilize accrued annual leave, or (4) request change in compensatory day. In order to minimize disruption in operations and to provide an opportunity for full and complete discussions of items on the agenda, negotiations may, by mutual consent, be conducted in the evening and/or Saturdays and Sundays. . The agenda for these regular meetings with the organizations with exclusive recognition may also provide for a discussion by the installation head and/or local officials of the installa- tion of current projects and new programs. . Such meetings shall not preclude a representative of the organizations with exclusive recognition at the local installa- tion from meeting with local management on matters COV- ered by other sections of this Agreement. ARTICLE VII Procedures Covering Local Negotiations A. Rules: 1. 3. The installation head shall arrange a meeting with repre- Both parties agree that active participation in negotiations in behalf of employee organizations shall be limited to employees of the postal service including national, regional, area or local officials of the organization. It is further agreed that participation in behalf of postal service man- agement shall be limited to employees of the postal Service. . Negotiations will commence October 10, 1966 and be con- cluded no Tater than November 5, 1966. Negotiation ses- sions shall be scheduled: October 10-November 5, 1966, inclusive. However, at any time prior to November 5, the parties can mutually agree negotiations have been con: cluded. - sentatives of organizations having local installation exclu- -> * sive recognition no later than 5 days prior to beginning date of negotiations. Full committees of all negotiators shall meet for negotiation of agenda items of interest to all crafts. Craft committees shall negotiate agreements of specific concern to craft or crafts concerned. 4. If the local exclusive organization is other than the na- tional exclusive organization for that craft, the local affili: are of the national exclusive organization although holding informal recognition at the local level must be invited to attend all meetings on negotiations. They shall act only as observers without active participation in the arrange- ments made or agreements reached. . Provisions should be made so that employee representatives scheduled for duty during the period of negotiation may (a) request change of duty assignment, (b) request leave without pay, (c) utilize accrued annual leave. 5 In order to minimize disruption in operations and to pro- vide an opportunity for full and complete discussions of items on the agenda, negotiations may, by mutual consent, be conducted in the evening and/or Saturdays and Sundays. 6. : Incorporates 1964 Labor Management decisi ; which provided same pre-negotiation meeti. ; for local exclusives not affiliated with i National Exclusive organizations as local Tº exclusives which are affiliated with i National Exclusives. ! with all local exclusives. Negotiations must not start before October 10, 1966 nor be concluded later than November 5, 1966. There is no provision for extending the negotiating period as was provided in 1964. In other words this pre-negotiation meeting must be held Incorporates 1964 Labor Management decision. Defines rights of affiliates of National exclusive organizations which hold: informal recognition. Reference to compensatory date deleted because of the change in law. 12 5. The convening, reconvening and adjournment of negotiating meet- 10. ings shall be by mutual consent. Recessing of negotiating meetings shall be on a unilateral basis. Formal correspondence shall be used prior to negotiations to desig- nate each Organization's Chief Spokesman-Negotiator and his alter- nate and the Postal Installation’s Chief Spokesman-Negotiator and his alternate. Formal correspondence will be required to effect a change in previously designated Chief Spokesman-Negotiator or alternate of either the Postal Installation or any of the Organiza- tions party to the Agreement. Each party to the Agreement shall unilaterally determine the make- up of its principal, sub and working committees. a. Sub-committees and working committees shall be established by mutual consent of the parties. Ordinarily the membership of such committees will not exceed six (6) in number, equally divided between the two (2) parties. b. The Chief Spokesman-Negotiator or alternate of the parties by mutual agreement will decide scope, authority, and operation of all sub and working committees. c. Specialists and technicians may be added to the sub and working committees and will be in addition to the six (6) members cited in 7a. and will be selected in the same manner as those members. members. Generally meetings will be held at the Postal Installation and space will be provided for caucus purposes. If meetings are held elsewhere and a charge is made for facilities the parties shall share the cost. All parties agree that proposals on agenda items will be exchanged at least one full working day before scheduled meetings. Proposals on agenda items not listed on such agendas may be discussed and/or negotiated if mutually agreeable by all parties. Both parties, when formulating proposals or counter-proposals, shall consider that they may not negotiate provisions that are in conflict with: a. Law. b. Regulations of the Department or Government agencies such as the Civil Service Commission and the Department of Labor, which have appropriate jurisdiction under Executive Order 10988. 10. 11. 12. 13. . The convening, reconvening and adjournment of nego- tiating meetings shall be by mutual consent. Recessing of negotiating meetings shall be on a unilateral basis. . Formal correspondence shall be used prior to negotiations to designate each Organization's Chief Spokesman-Nego- tiator and his alternate and the Postal Installation's Chief Spokesman-Negotiator and his alternate. Formal corre- spondence will be required to effect a change in previously designated Chief Spokesman-Negotiator or alternate of either the Postal Installation or any of the Organizations party to the Agreement. . Each party to the Agreement shall unilaterally determine the makeup of its principal, sub and working committees. a. Sub-committees and working committees shall be estab- lished by mutual consent of the parties. Ordinarily the membership of such committees will not exceed six (6) in number, equally divided between the two (2) parties. b. The Chief Spokesman-Negotiator or alternate of the parties by mutual agreement will decide scope, authority, and operation of all sub and working committees. c. Specialists and technicians may be added to the sub and working committees and will be in addition to the six (6) members cited in 9a. and will be selected in the same manner as those members. Generally meetings will be held at the Postal Installation and space will be provided for caucus purposes. If meet- ings are held elsewhere and a charge is made for facilities the parties shall share the cost. All parties agree that proposals on agenda items will be exchanged at least one full working day before scheduled meetings. Proposals on agenda items not listed on such agendas may be discussed and/or negotiated if mutually agreeable by all parties. It is most desirable that sufficient information be given in the agenda items to give an opportunity for the other side to familiarize itself, with the subject matter so that it may be fully developed when it is reached on the agenda. Both parties, when formulating proposals or counter-pro- posals, shall consider that they may not negotiate provisions that: a. Are in conflict with law. b. Are in conflict with regulations of the Department or Government agencies such as the Civil Service Com- mission and the Department of Labor, which have ap- propriate jurisdiction under Executive Order 10988. Incorporates 1964 labor management decision and is primarily for aid in local negotiations. 13 14 c. The National Agreement and National Supplements. d. Matters not within the administrative discretion of the installa- tion head. - 11. Grievances will not be made the subject of discussion during negoti- ating sessions. 12. It is agreed by all parties that all procedures and stipulations set forth herein apply to negotiations between the Postal Installation and the Employee Organizations whether negotiations are carried on as a full committee or in sub-committee. 13. Either party is entitled to have a written record of a concise state- ment from the other Party as to the meaning and proposed Opera- tion of a specific provision of a proposal submitted by the other party. C. 14. 15. Repeat, reword, paraphrase or conflict with the National Agreement and National Supplements. (This is not to be interpreted to mean that local negotiations shall be restricted to only those options provided in articles in the National Agreement and National Supplements.) . Are not within the administrative discretion of the in- stallation head. Grievances will not be made the subject of discussion dur- ing negotiating Sessions. It is agreed by all parties that all procedures and stipula- tions set forth herein apply to negotiations between the Postal Installation and the Employee Organizations whether negotiations are carried on as a full committee or in sub- committee. 16. Either party is entitled to have a written record of a con- cise statement from the other party as to the meaning and proposed operation of a specific provision of a proposal Submitted by une olner party. a. Proposals must be accepted for negotiation by the other party or responded to with counter-proposals by the other party. If the other party considers the proposal non-negotiable, it shall so state in writing, giving spe- cific reasons why. TA mere Statement such as “it is a EFEFOgāTVETSFTmanagement," is not sufficient. Any proposal which has a direct effect on personnel policies, practices and working conditions and is not barred by RTIET3TSTEFCEEFTSüBject for negotiation. . If agreement can't be reached on the allegation of “non- negotiability” the questions shall immediately be re- ferred to the Deputy Assistant Postmaster General, Bureau of Personneſ, and the representatives of the Na- tional Exclusive Organizations for determination. Such submissions shall be signed by the Chief Negotiator of 55th partſCSTRETRSTāTETIOTHEad ShāIT furnish copies to the Deputy Assistant Postmaster General, Bureau of Personnel and the National Headquarters of the Or- ganizations. conflict with the National Agreement. This Significant change is in sub-paragraph c and is intended not only to reduce size of local agreements but to eliminate possibility of conflict with National Agreement. ” In past, repeating provisions of the National Agreement in part or paraphrase language Qf the National Agreement in 10cal agreement: has led to application and interpretations in new language is strong and mandatory. All local agreements should be updated by deletii any language which repeats, rewords, para- phrases or is in conflict with the National Agreement and National Supplements. This applies even in those instances in which the parties choose not to negotiate. Note, however, that the scope of 10cal negotiations is not limited to those options in National Agreement. Major departure from the 1964 procedures when there was no mention of "allegations of non-negotiability" although a labor- management decision did provide for a Position paper" to be submitted in lieu of a counter-proposal when a proposal was deemed to be non-negotiable. The new procedure (Paragraph a) requires that when either party considers & proposal of the other party non-negotiable it must so state in writing giving specific reasons why. Close attention to the £equirements of this Paragraph should result in better under- standing of the National Agreement. Paragraph b spells out procedures for Processing allegation of non-negotiability calling for direct referral to the Depart.' * . In 1964 such allegations were considered only at the Regional Level and only if processed as a local impasse. 14. The Chief Spokesman-Negotiator or his alternate for each of the 15. 16. Organizations and the Installation Head shall be in a position to make a decision such as: To accept a proposal; b. To request an opportunity to submit a counterproposal at the next negotiation session; c. To bring in proper technical assistants at the next negotiation session. When a proposal has been tentatively agreed upon by both parties, it shall be initialed by both parties. This does not prevent the pro- posal being reopened during the current negotiation period. It is mutually agreed that an impasse occurs only after both parties have presented proposals and counterproposals in good faith and both parties have considered the proposals and counterproposals of the other party in good faith and despite such honest and diligent efforts no agreement can be reached on the subject being neogtiated. When it has been determined that an impasse has been reached, the following shall be the procedures: Impasse items shall be reported at the conclusion of the 10th and 20th days of the negotiation period to the Special Assistant for Employee Relations and the Regional Representative of the Organ- ization(s) for recommendations. Such submission shall be signed by the Chief Negotiator of both parties. 17. The Chief Spokesman-Negotiator or his alternate for each of the Organizations and the Installation Head shall be in a position to make a decision such as: a. To accept a proposal; b. To request an opportunity to submit a counterproposal at the next negotiation session; c. To bring in proper technical assistants at the next nego- tiation session. 18. When a proposal has been tentatively agreed upon by both 19. parties, it shall be initialed by both parties. This does not prevent the proposal being reopened during the current negotiation period. It is mutually agreed that an impasse occurs only after both parties have presented proposals and counterproposals in good faith and both parties have considered the proposals and counterproposals of the other party in good faith and despite such honest and diligent efforts no agreement can be reached on the subject being negotiated. a. When it has been determined that an impasse has been reached on provisions of an existing local agreement for which retention has been guaranteed unless there is mutual agreement to change, the impasse will be re- solved by continuing existing language unchanged. b. When it has been determined that an impasse has been reached on new items or on provisions of an existing local agreement for which there has been no guarantee of retention, the following shall be the procedures: (1) Impasse items shall be reported at the close of the 231-420 O - 66 – 3 first two weeks of negotiations and at the con- clusion of negotiations to the Regional Special As- sistant for Employee Relations and the Regional Representative(s) of the Organization(s) for joint consideration. Such submission shall be signed by the Chief Negotiator of both parties and forwarded by the Installation Head to such designated officials at the regional level. (2.) If agreement is reached at the regional level within 15 days of receipt the decision shall be binding on the local parties. (3.) If mutual agreement can’t be reached at the regional level, the impasse shall be forwarded promptly to the Deputy Assistant Postmaster General, Bureau of Personnel and the representatives of the Na- tional Exclusive Organization(s) concerned for con- sideration. Such submission shall be signed by the Special Assistant for Employee Relations and the Regional Employee Representative(s) and forward- i Paragraph a guarantees the status quo on all provisions of local agree- ments which were extended by the local parties August 29 - September 2 or which were extended upon higher level review. Note that all such impasses are not subject to these impasse procedures. They are not reported to higher level; rather, they are resolved by leaving existing language unchanged. Provides for resolving impasses on new items or provisions of the agreement for which there was no guarantee of retention. Impasse items go to the regional level at the end of the first two weeks and at the end of negotiations. If there is agreement at the regional level, the decision is binding on the local parties. If no agreement at the regional level, it goes to the national level for resolution. The decision at the national level is binding on the local parties. If ghere 15 17. 18. 19. Issues not made the subject of negotiation during the negotiating period can be negotiated no sooner than 120 calendar days after the effective date of the local agreements and only by mutual consent of the parties. Either party desiring to negotiate such items must designate their intention by sending a ten-calendar day written notice to the other party. These negotiations must begin within 15 calendar days after receipt of the notice and cannot continue for more than ten calendar days. Issues made the subject of negotiations during current negotiations but not agreed upon may again become the subject matter of local negotiation six (6) months after the effective date of the local agree- ment if it is mutually agreed by the parties. Such negotiations shall not exceed ten (10) calendar days. None of the issues agreed upon during the principal negotiating period can be renegotiated during the life of the local agreement. Signed copies of all negotiated agreements shall be furnished to the Regional Special Assistant for Employee Relations, Regional Repre- sentative of the Organization and one copy to its National Head- quarters and the Local Chief Negotiator of each of the crafts con- cerned. ed to such designated officials at the national level by the Special Assistant for Employee Relations. (4.) A decision shall be reached within 15 working days of receipt and proper notification of representa- tives of the employee organization(s) involved by the Department. If the representative of the em- ployee organization(s) involved fails to meet in an effort to resolve the impasse during the stipulated time, the impasse will be considered unresolved. (5.) The decision at the national level shall be binding on the local parties. TIf no decision is reached, either on existing articles in the Agreement or on new items, the impasse issues will fail and not be subject to further negotiation during the life of the local agreement. (6.) Final signing of local agreements shall not be later than 15 days after both local parties have been notified of action taken on all impasses at the regional or national level. 20. Issues not made the subject of negotiation during the nego tiating period can be negotiated no sooner than 120 calen- dar days after the effective date of the local agreements and only by mutual consent of the parties. Either party desiring to negotiate such items must designate their in- tention by sending a ten-calendar day written notice to the other party. These negotiations must begin within 15 calendar days after receipt of the notice and cannot con- tinue for more than ten calendar days. 21. 22. None of the issues agreed upon during the principal ne- gotiating period can be renegotiated during the life of the local agreement. The installation head shall furnish signed copies of all ne- gotiated agreements to the following: two (2) copies to the Regional Special Assistant for Employee Relations; one (1) copy each to the Regional Representative of the Organization, the national headquarters of the Organiza- tion and the Local Chief Negotiator of each of the crafts concerned. is no decision at the national level, the impasse fails and will not be subject to further negotiations during the life of the local agreement. At no time do impasse items return to the local level for further bargaining. They either are resolved at higher level or die. Final signing of the local agreements will not take place until the local parties have been notified of actions On all impasses. Installation heads should pay particular attention to the reporting requirements for impasses so that copies are sent to all designated officials. Of old agreement deleted. This means that items on which impasses were not resolved will not be reopened until a new negotiating period is established after the termination of this agreement . Officially designates instal lation head to furnish signed copies of local agree— ment and provides for additional copies to Regional Special Assistant. 16 B. Change of Installation Head A change in postmasters or other installation heads will have no effect on local agreements. C. Duration of Local Agreements The duration and amendment of local agreements shall be subject to the specific provision of this Agreement as set forth herein and in Article XXV, Duration of Agreements and Special Provisions. D. Invalidations When local negotiations have resulted in a signed agreement a review of these agreements may be made independently by an official of the regional office and the regional representative of the employee organization which negotiated the local agreement for the purpose of ascertaining there is no conflict with existing law, postal regulations, or the National Agreement, and Supplements thereto. In order to preserve the spirit in which these negotiations were entered into and the agreements reached, the review shall not result in an invalidation of an entire article covering a particular subject because one of the provisions of the Article is alleged to be invalid. If the regional and em- ployee organization reviewers agree that deletion, addition or re-wording of an Article or provision can be made without changing the intent or operation of the Article or provisions in question, it shall be remanded to the postmaster and local employee organization with the suggested language changes. Such suggestions will not be adopted except by mutual consent of both parties at the local level. Should the review result in an allegation that there is a conflict in law, the Postal Manual or the National Agreement, and Supplements thereto, consultation shall be arranged between the Regional Special Assistant for Employee Relations and the regional representative of the organization concerned. If the matter can be resolved by means of this consultation, the postmaster and local employee organization shall be notified of the decision agreed upon. B. Change of Installation Head A change in postmasters or other installation heads will have no effect on local agreements. C. Duration of Local Agreements The duration and amendment of local agreements shall be subject to the specific provision of this Agreement as set forth herein in Article XXVII, Duration of Agreements and Spe- cial Provisions. . Invalidations . When local negotiations have resulted in a signed agree- ment a review of these agreements may be made independ- ently by an official of the regional office and the regional representative of the employee organization which nego- tiated the local agreement for the purpose of ascertaining that there is no conflict with existing law, postal regulations, or the National Agreement, and Supplements thereto. . In order to preserve the spirit in which these negotiations were entered into and the agreements reached, the review shall not result in an invalidation of an entire article cover- ing a particular subject because one of the provisions of the Article is alleged to be invalid. If the regional and em- ployee organization reviewers agree that deletion, addition or re-wording of an Article or provision can be made with- out changing the intent or operation of the Article or pro- visions in question, it shall be remanded to the installation head and local employee organization with the suggested language changes. Such suggestions will not be adopted ex- cept by mutual consent of both parties at the local level. . Should the review result in an allegation that there is a conflict in law, the Postal Manual or the National Agree- ment, and Supplements thereto, consultation shall be ar- ranged between the Regional Special Assistant for Employee Relations and the regional representative of the organiza- tion concerned. If the matter can be resolved by means of this consultation, the installation head and local employee organization shall be notified of the decision agreed upon. 17 In no case shall an Article or provision be invalidated until after it has been reviewed by the regional official and the employee organization representative. If the issue cannot be resolved at the regional level it shall be forwarded to the Special Assistant for Employee Relations, Bureau of Personnel, who will review the alleged invalidation with the representative of the employee organization concerned. Notification of the decision arrived at shall be given to parties involved. If the alleged invalidation deals with an interpretation of the National Agreement or Supplements thereto, and an employee organization other than one having exclusive recognition at the national level is involved, the employee Organization that has exclusive recognition for the craft shall be present at the meeting with the Special Assistant for Employee Relations, Bureau of Personnel and the employee organization. 4. If the issue is not resolved at the regional level, it shall be forwarded to the Deputy Assistant Postmaster General, Bu- reau of Personnel, who will take the following action: a. If on review his decision is to uphold the employee or- ganization, he will notify the regional office with a copy to the national representative of the employee organiza- tion. b. In all other instances, he will schedule a review of the alleged invalidation with the representative of the em- ployee organization involved. If the representative of the employee organization involved fails to consult on the alleged invalidation within 15 days of notification, the Department will take unilateral action on the invali- dation. Notification of the decision shall be given to the parties involved. 5. If the alleged invalidation deals with an interpretation of the National Agreement or Supplements thereto, and an employee organization other than one having exclusive recognition at the national level is involved, the Deputy Assistant Postmaster General, Bureau of Personnel, shall schedule a review, and the Employee Organization that has national exclusive recognition for the craft shall be present at the meeting with the employee organization involved. 6. In no case shall an Article or provision be invalidated until after it has been reviewed at the regional and/or national level in accordance with these procedures. E. Special Provisions 1. Local organizations certified as exclusive representatives in units where no exclusive recognition previously existed are entitled to negotiations not later than two months after such certification, except within six months of the termina- tion date of the National Agreement. Procedures for resolving alleged invalidations at National Level changed: (1) Issues forwarde to Deputy Assistant Postmaster General, Personnel, instead of Special Assistant for Employee Relations; (2) direct action by Deputy Assistant Postmaster General (no need for consultation) if upon review decision, is to uphold employee organization; (3) If Organization representative fails to consult within 15 days of notification, Department makes unilateral decision on alleged invali– dation. Provides there must be consultation if employee 9rganizations other than Big Exclusive Organ- 1zations is involved and further provides that Big Exclusive organization representatives is Present at any such meeting. Guarantees that provisions of local agreements will not be invalidated until after they have been reviewed at regional or national level. Provides new exclusive organization (in a unit where no exclusive representative previously existed) an opportunity to negotiate a local agreement. However when a new 6 months of the termination date of the National Agreement, such new exclusive must wait until the general period for local negotiations which is determined in national negotiations. 18 2. When a valid petition for exclusive recognition is pending in a unit where exclusive recognition exists, the installation Bars ins tallation head and exclusive head and the local parties are barred from negotiating until - - Organizations from negotiating eVºtº the question of representation has been decided. When the during the established period for question has been decided, the local organization then cer- local negotiations if a valid petition tified, or recertified, as exclusive representative is entitled ...sing **, *.clusive recognition is to negotiations not later than two months after such certi- ps ng. Establishes conditions that fication except within six months of the termination date will prevail until the question of of the National Agreement. recognition has been decided. a. If a local agreement exists, the installation head shall continue to observe it until the question of representation Thas been decided. b. If there is no change in exclusive recognition, any agree- ment reached at the national level concerning retention of provisions in existing local agreements, unless there is ñūtūāTāgreement to change, shall apply. c. If there is a change in exclusive recognition, the installa- tion head shall continue to observe the general terms and conditions until the new exclusive organization has had an opportunity to negotiate a new agreement. Mu- füaſ agreement will be required to carry forth any pro- VISIOTSTOf the expiring agreement into the new agree- ment. 3. All newly certified exclusive representatives who have not Specifies that all organizations which had an opportunity to negotiate locally prior to October have been certified as exclusive representa 10, 1966, shall be entitled to negotiate during the period tives since the last period of is: established in Section A, Rule 2 above. negotiations in 1964 are entitled to negotiate agreements October 10 - Nov. 5 © 4. Procedures for such local negotiations shall be the same as Provides time limit and procedures those outlined in this Article, except that the local parties for all negotiations conducted shall mutually agree to a 30-day period for negotiations. Sequent to th - ucted sub- Impasse items shall be reported at the close of negotiations º e established negotiating and processed as provided for in Section ATRule T9. Period of October 10 - November 5, 1966 which are made necessary under 1 and 2 above. 3. The duration of such local agreements shall be subject to that Article of the National Agreement then in effect relat- ing to the duration of agreements and special provisions. Ties duration of local agreements negotiated under provisions of Section E to termination date in Article XXVII 19 ARTICLE VIII Policy on Discipline A. Introduction The parties are in agreement that the maintenance of discipline is essen- tial to the satisfactory operation of the Postal service. They are in further agreement that whenever it is necessary to take disciplinary measures against an individual the overriding considerations shall be that the action taken shall be corrective rather than punitive and that it must be influenced by impartial considerations of the dignity of the individual, justice and equality. The parties also agree that they will insist that each employee will treat all other employees with respect and consideration regardless of his status in the postal service or in an employee organization. The Department agrees that the cornerstone of discipline should be informal in nature. B. Definitions Misconduct or inefficiency in performing the duties of a position satisfactorily. 1. Deficiency: 2. Informal Discipline: a. Verbal: (1) Discussion: The act of discussing and reasoning. (2) Counselling: Oral instruction in directing the conduct of an individual. An effort on the part of man- agement to explore with an employee the source of any difficulty and suggestions of constructive ways to overcome such diffi- culty. Counselling of an employee shall be accomplished by an individual supervisor as privately as possible. During the counsel- ling, only the employee and the counselling supervisor shall be present. Local agree- ments shall not limit or designate the num- ber of counsellings. ARTICLE VIII Policy on Discipline A. Hntroduction 1. The parties are in agreement that the maintenance of dis- cipline is essential to the satisfactory operation of the postal service. They are in further agreement that whenever it is necessary to take disciplinary measures against an individual the overriding considerations shall be that the action taken shall be corrective rather than punitive and that it must be influenced by impartial considerations of the dignity of the individual, justice and equality. The parties also agree that they will insist that each employee will treat all other em- ployees with respect and consideration regardless of his status in the postal service or in an employee organization. 2. The Department agrees that the cornerstone of discipline should be informal in nature. - B. Definitions 1. Deficiency: a. Misconduct or b. Failure to conform to or meet requirements of law, regu- lations, instructions or to perform assigned duties satis- factorily. 2. Pre-disciplinary procedures: a. Discussion: The act of discussing and reasoning b. Counselling: (1.) Oral instruction in directing the conduct of an indi- vidual. An effort on the part of management to ex- plore with an employee the source of any difficulty and suggestions of constructive ways to overcome such difficulty. Counselling of an employee is a private matter between the supervisor and the em- ployee. During the counselling, only the employee and the counselling supervisor shall be present. Counselling is a friendly business-like exchange of information between an employee and his super- visor. It is guided by the Supervisor. It has a specific purpose of improving the employee's knowledge of a subject related to his employment. Local agree- ments shall not limit or designate the number of counsellings. Redefines and expands scoP9 of deficiency Former language could be misinterpreted as applying only to performance of duties New language makes clear deficiency expanded to include failure to conform to or meet requirements of law, regulations and instructions as well as failure to perform assigned duties satisfactorily. Definition of Discussion, counselling and written letter of warning have been separated to draw clear distinction & between discussion and counselling which are not considered discipline, but rather pre-disciplinary procedures, and written letter of warning which is informal discipline. The definition of counselling has been expanded and makes crystal clear that counselling. is a private matter between a SuperVisor and an employee. No 1ocal agreement can provide for employee representation during counselling. b. Written Letter of A warning concerning the performance of Warning: an undesirable practice or failure to per- form a required duty assignment in writ- ing from a supervisor to an employee who commits an offense too serious to justify counselling and not sufficiently serious to warrant formal discipline. The local agree- ment shall not designate the number of of fenses prior to written letter of warning. 3. Formal Discipline: a. Reprimand: A written reproof or censure. An employee may be issued a letter of reprimand only as a result of a letter of proposed adverse action. An employee has an appeal right under the grievance procedure from a rep- rimand only when the reprimand is the initial decision of management. b. Suspension: To remove an employee from his employ- ment for a fixed period of time for cause. (Appealable under adverse action proce- dure). c. Removal: A dismissal from employment for cause. (Appealable under adverse action pro- cedure). C. Implementation The maintenance of an efficient operation, good morale and discipline is a management responsibility. Its day-to-day implementation depends upon the ability of supervision to carry out management's programs. From time to time it is necessary for supervision to take corrective actions in order to maintain and increase the efficiency of the postal service. There are a number of accepted techniques available as remedies for deficiencies. The nature of an offense and its degree of seriousness must be the guide to supervision in the choice of remedial or corrective action. (2) Following oral counselling, there is no prohibition against the supervisor and/or the employee making a notation of the date and a brief statement of the subjecTimaſter for their own records. However, Such notation shall not be included in the employee's personnel folder, nor will there be an official form devised for this purpose by the department. 3. Informal Discipline: Written letter of Warning: A warning concerning the per- formance of an undesirable practice or failure to perform a required duty assignment in writing from a Supervisor to an employee who commits an offense too serious to justify counselling and not sufficiently serious to warrant formal discipline. The local agreement shall not designate the number of offenses prior to written letter of warning. 4. Formal Discipline: a. Reprimand: A written reproof or censure. An employee may be issued a letter of reprimand only as a result of a letter of proposed adverse action. An employee has an appeal right under the grievance procedure from a reprimand only when the reprimand is the initial de- cision of management. b. Suspension: To remove an employee from his employ- ment for a fixed period of time for cause. (Appealable under adverse action procedure). c. Removal: A dismissal from employment for cause. (Ap- pealable under adverse action procedure). C. Implementation 1. The maintenance of an efficient operation, good morale and discipline is a management responsibility. Its day-to-day implementation depends upon the ability of supervision to carry out management's programs. From time to time it is necessary for Supervision to take corrective actions in order to maintain and increase the efficiency of the postal service. There are a number of accepted techniques available as remedies for deficiencies. The nature of an offense and its degree of seriousness must be the guide to supervision in the choice of remedial or corrective action. Incorporates Labor-Management decision 21 For the minor offense, which is usually unintentional, talking over the difficulty is generally sufficient. For a repeated or a serious offense, discussion or counselling may or may not be sufficient; if not, it may be necessary to issue a written warning. In all situations where formal disci- pline is recommended it is a supervisory responsibility to present the full story—both sides—to management for such corrective action as manage- ment may deem necessary. Management’s action could be any of the foregoing informal corrective techniques or a letter of proposed adverse action leading to a letter of reprimand, suspension or a removal as the situation may demand. Disciplinary actions are to be taken only when necessary to correct an employee's conduct, to maintain order and to promote the efficiency of the postal service. Before initiating such actions, complete and fair con- sideration must be given to all circumstances involved. The severity of the disciplinary action shall not be in excess of that needed as a corrective IſleaSUlſe. The charges in a letter of proposed adverse action must be limited to those for which the employee has not previously been charged and must not include charges from which the employee has been formally absolved. Neither charges nor reference to past record may go back further than two years from the issuance date of the letter. ARTHCLE IX Grievance Procedure A. Definition A grievance is any cause for dissatisfaction outside an employee's control if the matter grows out of employment in the Postal Service and the remedy sought is within the authority of the Postmaster General or other postal official to whom such authority has been delegated. Grievances shall not be accepted for processing which are based upon matters such as the mis- sion of the Department, its budget, the technology of performing its work, its organization, and assignment of personnel unless such assignment vio- lates laws, regulations or policy. . For the minor offense, which is usually unintentional, talk- ing over the difficulty is generally sufficient. For a re- peated or a serious offense, discussion or counselling may or may not be sufficient; if not, it may be necessary to issue a written warning. In all situations where formal discipline is recommended it is a supervisory responsibility to present the full story—both sides—to management for such cor- rective action as management may deem necessary. . Management's action could be any of the foregoing informal corrective techniques or a letter of proposed adverse action leading to a letter of reprimand, suspension or a removal as the situation may demand. . Disciplinary actions are to be taken only when necessary to correct an employee's conduct, to maintain order and to promote the efficiency of the postal service. Before initiat- ing such actions, complete and fair consideration must be given to all circumstances involved. The severity of the disciplinary action shall not be in excess of that needed as a corrective measure. . The charges in a letter of proposed adverse action must be limited to those for which the employee has not previously been charged and must not include charges from which the employee has been formally absolved. Neither charges nor reference to past record may go back further than two years from the issuance date of the letter. ARTICLE IX Grievance Procedure A. Definition 1. A grievance is any cause for dissatisfaction outside an em- ployee's control if the matter grows out of employment in the Postal Service and the remedy sought is within the authority of the Postmaster General or other postal official to whom such authority has been delegated. Grievances shall not be accepted for processing which are based upon matters such as the mission of the Department, its budget, the technology of performing its work, its organization, and assignment of personnel unless such assignment violates laws, regulations or policy. 22 Grievances on alleged violations of local agreements must be processed under the section of this procedure on violations of local agreements. Grievances on promotions must be processed under the section of this pro- cedure on promotion appeals. Appeals from adverse actions, determination of grade level, cases of alleged discrimination because of race, creed, color or national origin, and inter- pretations or alleged violations of this Agreement will be made through separate procedures. Dissatisfactions arising out of a decision appealed through compensation, adverse action or equal employment opportunity procedure are not subject to further appeal under the grievance procedure. B. Guides for Supervisors Most grievances arise from instances of misunderstandings or problems that should be settled promptly and satisfactorily on an informal basis at the supervisory levels before they become formal grievances. The prompt settlement of these problems is desirable in the interest of sound employee- management relations. To this end, the practice of friendly discussions of problems between employees and their supervisors is not only encour- aged but directed. The immediate supervisor must maintain an atmosphere in which the em- ployee can speak freely. Complaints shall be given careful and unpreju- diced consideration. Fair and prompt handling by the immediate supervisor will result in the satisfactory settlement of a large majority of these problems at the work level. To accomplish this, it is directed that these problems be settled wherever possible at the earliest stage of discussion. Every resonable effort shall be made to avoid referral to the grievance procedure. 231-420 O - 66 - 4 . Grievances on alleged violations of local agreements must be processed under the section of this procedure on viola- tions of local agreements. . Grievances on promotions must be processed under the Sec- tion of this procedure on promotion appeals. . Appeals on the denial of a salary step-increase when the denial is based on unsatisfactory service during the required period of satisfactory service must be processed through the procedures established in Paragraph S of this Article. . Appeals from adverse actions, determination of grade level, cases of alleged discrimination because of race, creed, color or national origin, and interpretations or alleged violations of this Agreement will be made through separate pro- cedures. Dissatisfactions arising out of a decision appealed through compensation, adverse action or equal employment opportunity procedure are not subject to further appeal under the grievance procedure. . Guides for Supervisors . Most grievances arise from instances of misunderstandings or problems that should be settled promptly and satisfac- torily on an informal basis at the supervisory levels before they become formal grievances. The prompt settlement of these problems is desirable in the interest of sound em- ployee-management relations. To this end, the practice of friendly discussions of problems between employees and their supervisors is not only encouraged but directed. . The immediate supervisor must maintain an atmosphere in which the employee can speak freely. Complaints shall be given careful and unprejudiced consideration. . Fair and prompt handling by the immediate supervisor will result in the satisfactory settlement of a large majority of these problems at the work level. . To accomplish this, it is directed that these problems be settled wherever possible at the earliest stage of discussion. Every reasonable effort shall be made to avoid referral to the grievance procedure. New procedure provided for appealing denial of a step increase. Previously handled in regular grievance procedure. Note the limitation to denials based on unsatisfactory service during the legally required period between step increases. 23 C. Eligibility to Appeal Any employee, except Christmas or seasonal assistants, may file a griev- ance appeal, provided action on such appeal is initiated within thirty (30) working days from the date of the action or condition giving rise to the grievance. An employee organization may file an appeal on behalf of an employee provided the employee has so authorized the organization in writing. D. Grievance Steps at Installation Level: 1. Whenever an employee considers himself aggrieved, he shall discuss the matter with his immediate supervisor. If he desires, he may be accompanied by a representative of his own choice. Both the ag- grieved and his representative shall be allowed a reasonable amount of official time to present the grievance. There shall be no delay and normally the efforts of the supervisor to resolve the grievance shall not exceed three (3) working days. If the immediate supervisor cannot resolve the grievance the em- ployee has the right to discuss the grievance with the head of the installation or his designee, and to be accompanied by his represent- ative. Both the aggrieved and/or his representative shall be allowed a reasonable amount of official time to present the grievance. The designee must have authority to resolve the grievance. If as a result of such discussion at Step (2) the grievance is not re- solved or if the employee does not wish to discuss the grievance at Step (2) it shall be reduced to writing and filed with the head of the installation. The grievance shall be signed by the employee or, if he so authorizes in writing, it may be signed by his employee organization representa- tive or by his own chosen representative. It must contain the follow- ing information: a Title and grade level of grievant b Nature of grievance c Corrective action requested and reasons d Summary of efforts made to resolve grievance informally e Name of designated representative (individual or organization) if any C. Eligibility to Appeal Any employee, except Christmas or seasonal assistants, may file a grievance appeal, provided action on Such appeal is initiated within thirty (30) working days from the date of the action or condition giving rise to the grievance. An employee organization may file an appeal on behalf of an employee(s) provided the employee(s) has (have) so authorized the organi- zation in writing. D. Grievance Steps at Installation Level: 1. Whenever an employee considers himself aggrieved, he shall discuss the matter with his immediate Supervisor. If he desires, he may be accompanied by a representative of his own choice. Both the aggrieved and his representative shall be allowed a reasonable amount of official time to present the grievance. There shall be no delay and nor- mally the efforts of the supervisor to resolve the grievance shall not exceed three (3) working days. 2. If the immediate supervisor cannot resolve the grievance the employee has the right to discuss the grievance with the head of the installation or his designee, and to be accom- panied by his representative. Both the aggrieved and/or his representative shall be allowed a reasonable amount of official time to present the grievance. The designee must have authority to resolve the grievance. 3. If as a result of such discussion at Step (2) the grievance is not resolved or if the employee does not wish to discuss the grievance at Step (2) it shall be reduced to writing and filed with the head of the installation. 4. The grievance shall be signed by the employee or, if he so authorizes in writing, it may be signed by his employee organization representative or by his own chosen representa- tive. It must contain the following information: a. Title and grade level of grievant b. Nature of grievance c. Corrective action requested and reasons . Summary of efforts made to resolve grievance informally e. Name of designated representative (individual or organi- zation) if any. Employee organizations permitted to file one grievance on behalf of more than one employee, provided each employee has authorized organization to represent him. Previously separate grievances had to be filed even if the nature of the grievance was the same. In regards to the authorization (s), it (or they) must be made available to the installation head. 24 E. An individual’s Right to be Represented An employee has the right to select whomever he desires to represent him at each level of the grievance procedure. In the event that the person selected at the various levels is someone other than a representative of the exclusive organization, the exclusive organization at that level has a right to be present. When an employee requests an organization rather than an individual to represent him in a grievance procedure, management will recognize the President of that organization as the representative, unless that official designates another organization representative. F. Right of Organization with Exclusive Recognition The exclusive organization at each level has the following rights in griev- ance matters processed at that level: 1. To be notified of the time and place of the proceedings at each step of the grievance beginning with discussion with the head of the in- stallation or designee. 2. To be present at all steps of the grievance procedure. (No right to be present at initial contact with supervisor if the aggrieved has not selected a representative.) 3. The organization, if any, with exclusive recognition at the level where the grievance is being processed shall be furnished with a copy of the written decision and summary, at any step at which a written deci- Sion and/or summary is involved. 4. If not the designated representative of the grievant, shall have an op- portunity to state the exclusive organization’s position on the griev- ance. This right shall be exercised only one time, at each step, and shall follow the presentation made by the employee and/or his representative. G. Installation Head’s Decision Within five (5) working days from the receipt of the written appeal, the in- stallation head shall render a written dated decision to the grievant and submit a copy to the employee's representative, if any. The letter of deci- sion shall indicate as clearly as is practicable, without a detailed analysis, the basis for the action taken and must advise the employee of his right to appeal including the right to a hearing. The installation head shall estab- lish an official grievance file for use in the event of a further appeal. E. An Individual’s Right to be Represented 1. An employee has the right to select whomever he desires to represent him at each level of the grievance procedure. In the event that the person selected at the various levels is someone other than a representative of the exclusive or- ganization, the exclusive organization at that level has a right to be present. 2. When an employee requests an organization rather than an individual to represent him in a grievance procedure, man- agement will recognize the President of that organization as the representative, unless that official designates another organization representative. - F. Right of Organization with Exclusive Recognition The exclusive organization at each level has the following rights in grievance matters processed at that level: 1. To be notified of the time and place of the proceedings at each step of the grievance beginning with discussion with the head of the installation or designee. 2. To be present at all steps of the grievance procedure. (No right to be present at initial contact with supervisor if the aggrieved has not selected a representative.) 3. The organization, if any, with exclusive recognition at the level where the grievance is being processed shall be furnished with a copy of the written decision and sum- mary, at any step at which a written decision and/or summary is involved. 4. If not the designated representative of the grievant, shall have an opportunity to state the exclusive organization's position on the grievance. This right shall be exercised only one time, at each step, and shall follow the presen- tation made by the employee and/or his representative. G. Installation Head’s Decision Within five (5) working days from the receipt of the written appeal, the installation head shall render a written dated deci- sion to the grievant and submit a copy to the employee's rep- resentative, if any. The letter of decision shall indicate as clearly as is practicable, without a detailed analysis, the basis for the action taken and must advise the employee of his right to appeal including the right to a hearing. The installation head shall establish an official grievance file for use in the event of a further appeal. 25 26 H. Appeal from Installation Head’s Decision If the grieved employee desires to appeal the decision of the head of the in- stallation but does not desire a hearing, he shall appeal within five (5) working days after receipt of the decision in writing to the second level of appeal. A copy of the appeal to the second level shall be furnished to the installation head who shall forward the entire grievance file to the second level of appeal along with his answer to the grievance. The installation head’s answer should indicate as clearly as is practicable the basis for the action taken, a copy of which shall be sent to the grievant. The grievant may within five (5) working days after receipt of the installation head's answer file exceptions to the Regional Director. The grievant’s exception will become a part of the grievance file and must be considered by the Re- gional Director in arriving at a decision. The appeal shall contain the following information: 1. Title and grade level of grievant 2. Nature of grievance 3. Corrective action requested and reasons 4. Summary of efforts made to resolve grievance informally 5. Name of designated representative (individual or organization) if any 6. Decision of the installation head 7. Any additional information pertinent to the grievance 8. A request for informal discussion if such is desired H. Appeal from Installation Head's Decision 1. If the grieved employee desires to appeal the decision of the head of the installation but does not desire a hearing, he shall appeal within five (5) working days after receipt of the decision in writing to the second level of appeal. A copy of the appeal to the second level shall be furnished to the installation head who shall forward the entire grievance file to the second level of appeal along with his answer to the grievance, within five (5) working days. The installaº, head's answer should indicate as clearly as is practicable the basis for the action taken, a copy of which shall be sent to the grievant. The grievant may within five (5) working days after receipt of the installation head's answer file ex- ceptions to the Regional Director. The grievant's excep- tion will become a part of the grievance file and must be considered by the Regional Director in arriving at a decision. . The appeal shall contain the following information: a. Title and grade level of grievant . Nature of grievance . Corrective action requested and reasons . Summary of efforts made to resolve grievance informally . Name of designated representative (individual or organi- zation) if any . Decision of the installation head . Any additional information pertinent to the grievance . A request for informal discussion if such is desired. : f : Change places a time limit on installation head for forwarding grievance file. I. Hearing If the employee desires a hearing either he or his representative must notify the installation head, in writing, within five (5) working days of the installa- tion head's decision. The installation head shall within three (3) working days arrange for formation of a three-man hearing committee and he shall arrange a place for the hearing. The hearing committee will consist of the following members: the grievant will name the person of his choice to be a member, the installation head will name the second member, and these two members will agree, within three (3) working days, on a third member who will act as chairman. All three members must be employees of the postal service. At those installations where there are ten or less employees, the grievant and/or the installation head is permitted to name members from nearby postal installations employing more than ten people. The hearing committee shall act as an unbiased group to hear and evaluate such information pertinent to the grievance as may be presented by the grievant and management of the installation. While the hearing committee will listen to and ask questions of both sides, there shall be no confronta- tion of witnesses nor shall either side be permitted to cross-examine the other. Persons appointed to the hearing committee must approach their duties with an open mind and their recommendations must be based on a fair evaluation of the facts without distortion or personal bias. Conduct of the hearing shall be as informal as is consistent with an orderly presentation of the case. While the hearings will not be limited by legal rules of evidence and procedures, testimony should be within reasonable bounds of relevancy. Only one witness should be permitted at a time. The grievant and his representative shall be present throughout the hearing. The installation head shall make available to the hearing committee all records and facts pertinent to the case, other than security or other classi- fied materia!. An abstract of the proceedings covering all pertinent facts shall be kept. The abstract shall be signed by and copies furnished to all members of the hearing committee. Within five (5) working days after the completion of the hearing, the hearing committee shall furnish the installation head, the grievant and his representative with a summary of the hearing together with its decision. I. Hearing 1. If the employee desires a hearing either he or his repre- sentative must notify the installation head in writing, within five (5) working days of the installation head's decision. The installation head shall within three (3) working days arrange for formation of a three-man hearing committee and he shall arrange a place for the hearing. The hearing committee will consist of the following members: the griev- ant will name the person of his choice to be a member, the installation head will name the second member, and these two members will agree, within three (3) working days, on a third member who will act as chairman. All three mem- bers must be employees of the postal service. At those installations where there are ten or less employees, the grievant and/or the installation head is permitted to name members from nearby postal installations employing more than ten people. . The hearing committee shall act as an unbiased group to hear and evaluate such information pertinent to the griev- ance as may be presented by the grievant and management of the installation. While the hearing committee will listen to and ask questions of both sides, there shall be no con- frontation of witnesses nor shall either side be permitted to cross-examine the other. Persons appointed to the hearing committee must approach their duties with an open mind and their recommendations must be based on a fair evalua- tion of the facts without distortion or personal bias. . Conduct of the hearing shall be as informal as is consistent with an orderly presentation of the case. While the hear- ings will not be limited by legal rules of evidence and pro- cedures, testimony should be within reasonable bounds of relevancy. Only one witness should be permitted at a time. The grievant and his representative shall be present through- out the hearing. . The installation head shall make available to the hearing committee all records and facts pertinent to the case, other than security or other classified material. 5. An abstract of the proceedings covering all pertinent facts shall be kept. The abstract shall be signed by and copies furnished to all members of the hearing committee. Within five (5) working days after the completion of the hearing, the hearing committee shall furnish the installation head, the grievant and his representative with a summary of the hearing together with its decision. 27 The decision of the hearing committee shall be binding at the expiration of ten (10) working days unless appealed at the next higher level by the griev- ant or his representative or the installation head within that period. Because the decision of the hearing committee may have a substantial im- pact on the operations of the postal installation, it shall not be placed into effect until the installation head has had an opportunity to appeal at the second level. If no appeal is filed, the decision shall be carried out upon expiration of the appeal period. If an appeal is made by the installation head, the decision of the hearing committee shall be held in abeyance unless changed by the second level. The decision rendered at the second level of appeal is binding and shall be promptly implemented by the installation head. J. Official Time, Installation Level The employee and his chosen representative shall have a reasonable amount of official time to present his grievance. A reasonable amount of time is determined by local management, except that the chairman of the hearing committee rather than local management determines the length and the conduct of the hearing. In those cases where an organization with exclusive recognition represents the unit in which the grievant is employed, but is not the grievant’s chosen representative, the exclusive organization representative may attend all pro- ceedings, as provided herein, with his attendance at the proceedings charged to annual leave or leave without pay at his discretion. (In no in- stance may such attendance be charged to official time). Members of the hearing committee and representatives for management shall be granted official time for necessary absences from their assigned tourS. - K. Appeal from Hearing Committee Decision If the decision of the hearing committee is not acceptable to the grievant or to the installation head, either party may appeal in writing within ten (10) working days from the hearing committee decision to the second level of appeal. The grievant shall request informal discussion at the regional level at the same time if he desires such discussion. As most postal installa- tions are post offices the second appeal would be to the Regional Director and the procedures will be set forth accordingly. However, the procedures 6. J. The decision of the hearing committee shall be binding at the expiration of ten (10) working days unless appealed at the next higher level by the grievant or his representative or the installation head within that period. . Because the decision of the hearing committee may have a substantial impact on the operations of the postal installa- tion, it shall not be placed into effect until the installation head has had an opportunity to appeal at the second level. If no appeal is filed, the decision shall be carried out upon expiration of the appeal period. If an appeal is made by the installation head, the decision of the hearing committee shall be held in abeyance unless changed by the second level. The decision rendered at the second level of appeal is binding and shall be promptly implemented by the instal- lation head. Official Time, Installation Level . The employee and his chosen representative shall have a reasonable amount of official time to present his grievance. A reasonable amount of time is determined by local man- agement, except that the chairman of the hearing committee rather than local management determines the length and the conduct of the hearing. . In those cases where an organization with exclusive recog- nition represents the unit in which the grievant is employed, but is not the grievant's chosen representative, the exclusive organization representative may attend all proceedings, as provided herein, with his attendance at the proceedings charged to annual leave or leave without pay at his discre- tion. (In no instance may such attendance be charged to official time). . Members of the hearing committee and representatives for management shall be granted official time for necessary ab- sences from their assigned tours. . Appeal from Hearing Committee Decision . If the decision of the hearing committee is not acceptable to the grievant or to the installation head, either party may appeal in writing within ten (10) working days from the hearing committee decision to the Second level of appeal. The grievant shall request informal discussion at the regional level at the same time if he desires such discussion. As most postal installations are post offices the second appeal would be to the Regional Director and the procedures will be set forth accordingly. However, the procedures are If the time used by the employee is not during his scheduled tour he could claim overtime under certain circumstances. Therefore, the installation head should make appropriate arrangement to prevent this possibility or change the employees' schedule in accordance with this Agree- ment and Departmental regulations so as to preclude payment of overtime while at a hearing. 28 are equally applicable to all employees. The installation heads and the sec- ond levels of appeal are indicated in Section T. If the grievant appeals, a copy of the letter of appeal shall be submitted to the installation head who shall promptly forward the grievance file to the Regional Director. Either party may file with the Regional Director excep- tions to the summary of the hearing committee within the ten-day time limitation. The exceptions to the summary must be confined to the material appearing in the summary. In the event that either party to the grievance, or his representative, does not appear to make any presentation or give testimony, that party shall be denied the right to provide exceptions to the Summary. If the installation head appeals he should submit the grievance file with the letter of appeal to the Regional Director and copy of the letter of appeal to the grievant. - L. Decision of the Regional Director If the grievant or his representative requests informal discussion prior to the decision, the Director of the Personnel Division shall then arrange for the employee and/or his representative to meet with him for informal dis- cussion designed to arrive at a settlement. All travel and other costs on the part of the organization, the grievant or his representative shall be at his own expense. However, the Regional Director shall arrange to have annual leave or leave without pay granted at the option of each employee involved. If the Director, Personnel Division, at the region is not able to arrive at an informal settlement of the grievance he shall submit the case to the Re- gional Director who shall render a decision based on the merits as con- tained in the record of the official grievance file within ten (10) days. If no informal discussions are held the decision will be rendered within ten (10) days after receipt of the file by the Regional Director. No additional information shall be solicited by the Regional Director. How- ever, the Regional Director may accept new relevant and material evidence which was not available at the hearing upon a showing by the party present- ing the new evidence that it was not previously disclosed through no fault of the party making request for its consideration. Copies of the decision shall be forwarded to the grievant, his representative and the installation head. The basis for the decision shall be stated as clearly as practical and the grievant shall be notified of any further appeal rights. M. Appeals from the Regional Director's Decision The decision of the Regional Director may be appealed to the Department by the grievant or his representative within ten (10) working days from the 2 equally applicable to all employees. The installation heads and the second levels of appeal are indicated in Section U. . If the grievant appeals, a copy of the letter of appeal shall be submitted to the installation head who shall promptly forward the grievance file to the Regional Director. Either party may file with the Regional Director exceptions to the Summary of the hearing committee within the ten-day time limitation. The exceptions to the summary must be con- fined to the material appearing in the summary. In the event that either party to the grievance, or his representa- tive, does not appear to make any presentation or give testimony, that party shall be denied the right to provide exceptions to the summary. If the installation head appeals he should submit the grievance file with the letter of appeal to the Regional Director and copy of the letter of appeal to the grievant. . Decision of the Regional Director . If the grievant or his representative requests informal dis- cussion prior to the decision, the Director of the Personnel Division shall then arrange for the employee and/or his representative to meet with him for informal discussion designed to arrive at a settlement. All travel and other costs on the part of the organization, the grievant or his representative shall be at his own expense. However, the Regional Director shall arrange to have annual leave or leave without pay granted at the option of each employee involved. . If the Director, Personnel Division, at the region is not able to arrive at an informal settlement of the grievance, he shall within three (3) days following the informal discussion submit the case to the Regional Director who shall render a decision based on the merits as contained in the record of the official grievance file within ten (10) days. If no informal discussions are held the decision will be rendered within ten (10) days after receipt of the file by the Regional Director. . No additional information shall be solicited by the Regional Director. However, the Regional Director may accept new relevant and material evidence which was not available at the hearing upon a showing by the party presenting the new evidence that it was not previously disclosed through no fault of the party making request for its consideration. Copies of the decision shall be forwarded to the grievant, his representative and the installation head. The basis for the decision shall be stated as clearly as practical and the grievant shall be notified of any further appeal rights. M. Appeals from the Regional Director's Decision The decision of the Regional Director may be appealed to the Department by the grievant or his representative within ten Paragraph 2 eliminates Possible delay in obtaining decision from Regional Director after employee has had informal discussion with Director, * * * Personnel Division 29 date of the Regional Director's decision. The appeal should be addressed to the Board of Appeals and Review, Bureau of Personnel, Post Office De- partment, Washington, D.C. 20260. The appeal should contain a full state- ment as to the reason for appealing the decision and, in addition, may request an opportunity for discussion of the case at the Departmental level. The appellant or his representative shall send a signed copy of the letter of appeal to the Regional Director. Upon receipt of this copy of a letter of further appeal, the Regional Director will promptly forward the entire grievance file to the Board of Appeals and Review, Bureau of Personnel. N. Review by Board of Appeals and Review, Bureau of Personnel The Board of Appeals and Review, Bureau of Personnel, will docket the appeal, notify the employee and other interested parties of its receipt, and schedule it for review. There is no right to a hearing at this level, but an additional hearing may be granted if such is deemed warranted. If a hear- ing is not held the grievant and/or his representative may discuss the case with the Board of Appeals and Review. If a hearing or discussion is sched- uled at this level, the national exclusive organization, if not the representa- tive, will be so notified and will be given an opportunity to be present throughout the proceedings and to state its position on the grievance. The Board will render a decision on the appeal which shall be considered as the decision of the Postmaster General. In cases involving promotional matters, the Board may make a privileged recommendation to the Assistant Postmaster General, Bureau of Personnel, who will render the final decision. The Board or the Assistant Postmaster General, Bureau of Personnel, as appropriate will notify each party of the decision and will forward copies to appropriate postal officials, the employee organization with national ex- clusive recognition and such other parties deemed necessary. O. Residual Authority These procedures in no way impair the residual authority of the Postmaster General. P. Termination A grievance will be terminated when so requested by the grievant at any stage of the proceedings. (10) working days from the date of the Regional Director's decision. The appeal should be addressed to the Board of Appeals and Review, Bureau of Personnel, Post Office Depart- ment, Washington, D. C. 20260. The appeal should contain a full statement as to the reason for appealing the decision and, in addition, may request an opportunity for discussion of the case at the Departmental level. The appellant or his repre- sentative shall send a signed copy of the letter of appeal to the Regional Director. Upon receipt of this copy of a letter of further appeal, the Regional Director will promptly forward the entire grievance file to the Board of Appeals and Review, Bureau of Personnel. N. Review by Board of Appeals and Review, Bureau of Personnel 1. The Board of Appeals and Review, Bureau of Personnel, will docket the appeal, notify the employee and other in- terested parties of its receipt, and schedule it for review. There is no right to a hearing at this level, but an additional hearing may be granted if such is deemed warranted. If a hearing is not held the grievant and/or his representative may discuss the case with the Board of Appeals and Re- view. If a hearing or discussion is scheduled at this level, the national exclusive organization, if not the representa- tive, will be so notified and will be given an opportunity to be present throughout the proceedings and to state its posi- tion on the grievance. 2. The Board will render a decision on the appeal which shall be considered as the decision of the Postmaster General. In cases involving promotional matters, the Board may make a privileged recommendation to the Assistant Post- master General, Bureau of Personnel, who will render the final decision. 3. The Board or the Assistant Postmaster General, Bureau of Personnel, as appropriate will notify each party of the deci- Sion and will forward copies to appropriate postal officials, the employee organization with national exclusive recogni- tion and such other parties deemed necessary. O. Residual Authority These procedures in no way impair the residual authority of the Postmaster General. P. Termination A grievance will be terminated when so requested by the griev- ant at any stage of the proceedings. 30 Q. Promotion Appeal Procedure An employee desiring to appeal a promotion grievance must observe the following procedure: 1. A written grievance must be filed within thirty (30) days after the decision of the official which gave rise to the situation being grieved. The grievance must be filed with an official one level above the official who made the initial decision. There will be no informal settlement of promotion grievances. 2. Steps in a promotion appeal are as follows: a. A decision of an installation head may be appealed to the Regional Director or official designated at the second appeal level. b. A decision of a Regional Director or official designated at the second appeal level may be appealed to the Assistant Postmaster General, Bureau of Personnel. c. No appeal is permitted beyond the Assistant Postmaster General, Bureau of Personnel. d. An employee desiring to appeal from the first or second level must do so within ten (10) days after receipt of the decision. R. Violations of Local Agreements The established grievance procedure shall be followed through and in- cluding the decision of the installation head. The decision of the installation head may be appealed to the next regularly scheduled Labor-Management Committee meeting. At those installations where the regular Labor-Management meetings are scheduled less frequent- ly than once each month, a special Labor-Management meeting shall be held for this purpose within 30 days. If unresolved, the grievance may be appealed to the Regional Director whose decision will be final. If requested, a discussion may be had with the Regional Special Assistant for Employee Relations prior to the issuance of the decision. Q. Promotion Appeal Procedure An employee may aggrieve under this Article the denial of promotion to the positions set forth in the list in the Supple- mental Agreement on Seniority or any position or positions which may be added to that list that is to be filled by promo- tion on the basis of senior qualified. A decision may be ap- pealed either on the basis of alleged procedural error or on the basis of qualifications. Any other promotion appeal shall be processed under the Section of Article XXIII dealing with promotion appeals. R. Violations of Local Agreements 1. The established grievance procedure shall be followed through and including the decision of the installation head. . The decision of the installation head may be appealed to 231-420 O – 66 – 5 the next regularly scheduled Labor-Management Committee meeting. At those installations where the regular Labor- Management meetings are scheduled less frequently than Once each month, a Special Labor-Management meeting shall be held for this purpose within 30 days. . If unresolved, the grievance may be appealed to the Re- gional Director whose decision will be final. If requested, a discussion may be had with the Regional Special Assistant for Employee Relations prior to the issuance of the deci- sion. Incorporates change made in 1965 negotiations on promotions. Note limitation to appealing denial of promotion to those jobs filled on a senior qualified basis which are listed in the Supplemental Agreement on Seniority covering the Clerks, Carriers, Special Delivery messengers and Mail Handler crafts. 31 S. Grievance Appeal from Salary Step-Increase Withholding New procedure for appealing denial of step increase. Important items are that Hearing Officer-Investigator makes investigation rather than a 1. An employee desiring to appeal a denial of a step-increase must observe the following procedure: a. A written grievance must be filed within 10 calendar days after the employee has been notified that the step- increase is To Be WithheldTThe grievance must be di- hearing committee. Particular attention rected to the installation head and must be signed by should be paid to time limits which the employee or, if he so authorizes in writing, it may are different than the limits for other be signed by his employee organization representative grievances. or his chosen representative. b. The installation head shall, within 5 working days of receipt of the written grievance, render a decision, in writing, dated and setting forth in detail the reasons supporting his decision. In the notice of decision, the grievant shall be notified of his right to appeal the de- cision to the Regional Director or official designated in Article IX, Section U. This appeal must be in writing and must be made within 5 calendar days of receipt of thé decision. c. The first appellate level authority will assign a Hearing Officer-Investigator to make an investigation to obtain sufficient facts to permit the first appellate level authority to make a decision on the appeal. d. The scope of the investigation shall be limited to a con- sideration of the service within the waiting period only The f : tº a & & ! & and shall include an interview with the appellant and/or -—— Waiting period" referred to is his representative and with management officials having the period of time legally required knowledge of the appellant's service during the waiting between step increases. period. There shall be no hearing. e. The Hearing Officer-Investigator shall within 20 working days from date of the assignment complete the investi- gation and submit his summary and finding of fact to the first appellate level decision-making authority. f. A copy of the summary and finding of fact shall be furnished to the appellant and/or his representative and to the Installation head. g. Five days will be allowed for each side to submit ob- jections. h. The designated appellate office shall render a decision within TO working days after FECEIETOTTHE COTETETETTé and findings of the investigator and shall notify the ap- pellant and the official whose decision Was appealed. The decision shall be in Writing, dated and must advise the employee of the reasons supporting the decision and notify him of his right to appeal the decision to the Post Office Department's Board of Appeals and Review. S. Exceptions to Procedure When the action giving rise to the grievance has been taken . º the specific direction of, an official above the installation head or a * ith second level of appeal, the written grievance should be filed directly W1 that official rather than with the installation head or the second level of appeal. In such cases the grievant shall have the same right to request a hearing as if the grievance has been filed with the installation head. W. requested, a hearing shall be ordered and arranged by the official Wit whom the grievance is filed. The hearing shall be held in a location COIl- venient to the grievant and his witnesses, normally at the installation where the grievant is employed. 2. If a second level appeal is filed, it must be filed within 10 days from receipt of the notice of decision, must be in writing and directed to the Board of Appeals and Review, Bureau of Personnel, Washington, D. C. 20260. 3. The grievant and/or his representative may discuss the case with the Board of Appeals and Review. TIf a discussion is scheduled, the national Exclusive Organization, if not the representative, will be so notified and will be given an op- FOFTUTTy-to-5ETEFesent and to state its position on the grievance. 4. The Board will render a decision which shall be considered as the decision of the Postmaster General. The Board will notify each party of the decision and will forward copies to appropriate postal officials, the Employee Organization with national exclusive recognition and such other parties deemed necessary. T. Exceptions to Procedure When the action giving rise to the grievance has been taken by, or at the specific direction of, an official above the installation head or above the second level of appeal, the written grievance should be filed directly with that official other than with the installation head or the second level of appeal. In such cases the grievant shall have the same right to request a hearing as if the grievance has been filed with the installation head. When requested, a hearing shall be ordered and arranged by the official with whom the grievance is filed. The hearing shall be held in a location convenient to the grievant and his witnesses, normally at the installation where the grievant is employed. 33 T. Installation Head and Second Level of Appeal Installation Post Office Regional Headquarters Office Mail Equipment Shops, D.C. Mail Bag Depository & Repair Center Capital Equipment Warehouse U.S. Stamped Envelope Agency U.S. Postal Agency, D.C. Supply Center Money Order Audit Office Money Order Center Postal Inspection Division Division, Post Office Dept. Internal Audit Area Installation Head Postmaster Division Director Manager Superintendent Foreman Agent Agent Manager Director Manager Inspector in Charge Director Area Manager U. Installation Head and Second Level of Appeal Installation Regional Director Mail Bag Depository Superintendent Regional Director & Repair Center U.S. Stamped Agent Envelope Agency Bureau Head U.S. Postal Agency, Agent D.C. Supply Center Manager Bureau Head Money Order Audit Director Division Postal Inspection Inspector in Bureau Head Division Charge Division, Post Office Director Dept. Bureau Head Internal Audit Area Area Manager Bureau Head Bureau Head Bureau Head Bureau Head Chief Postal Inspector Bureau Head Chief Postal Inspector Second Level Installation Head of Appeal Regional Director Bureau Head Post Office Postmaster Second Level Regional Headquarters Division Director Regional Director of Appeal Office - *º-º-º-º-º-º-º-º-º: Mail Equipment Manager Shops, D.C. Bureau Head Bureau Head Bureau Head Bureau Head Bureau Head Chief Postal Inspector Bureau Head Chief Postal Inspector Two installations (Capital equipment Warehouse and Money order center) deleted because they no longer exist Former money order audit office is Il OW a division. U. Discrimination When an employee alleges in his grievance appeal that the action com- plained of is based in whole or in part on discrimination because of race, creed, color, or national origin, the claim of discrimination shall be adjudi- cated under the regulations of The President's Committee on Equal Em- ployment Opportunity and Departmental regulations. However, this will not prohibit the Department from processing the grievance to a conclusion prior to the investigation and adjudication of the complaint of discrimina- tion. ARTICLE X Adverse Action and Appeal Procedure A. Eligibility to Appeal Any employee who has completed six consecutive months of employment from date of appointment has the right to appeal an adverse decision or adverse action taken against him. Time on military furlough and also that compensated under provisions of Federal Employee's Compensation Act shall be included in determining the six consecutive months of employment. Time on other leave without pay and other furlough will not count in meeting the requirement of six consecutive months of employment. A former employee may appeal provided that he has completed six consecu- tive months of employment and appeals within ten calendar days of the date of his separation. V. Discrimination 1. When an employee alleges in his grievance appeal that the action complained of is based in whole of in part on dis- crimination because of race, creed, color, or national origin, the claim of discrimination shall be adjudicated under the regulations of the Civil Service Commission and Depart- mental regulations. complaint of discrimination. ARTICLE X Adverse Action and Appeal Procedure A. Eligibility to Appeal Any employee who has completed six consecutive months of employment from date of appointment has the right to appeal an adverse decision or adverse action taken against him. Time on military furlough and also that compensated under pro- visions of Federal Employee's Compensation Act shall be in- cluded in determining the six consecutive months of employ- ment. Time on other leave without pay and other furlough will not count in meeting the requirement of six consecutivo months of employment. A former employee may appeal pro- vided that he has completed six consecutive months of em- ployment and appeals within ten calendar days of the date of his separation. __ 2. However, this will not prohibit the Department from process- ing the grievance to a conclusion prior to and/or simul- taneously with the investigation and adjudication of the Agency for adjudicating discrimination complaints has been changed from the President's Committee on Equal Employ- _____, ment Opportunity to the Civil Service ; Commission. Department also permitted ~ to process grievance and discrimination complaint at same time. …~" 35 36 B. Definitions An “adverse decision” is an action which results in (1) a Suspension of an employee from his job; (2) a discharge from employment; (3) a furlough Without pay; and (4) reduction in rank or Compensation, including those which are taken at the election of the Department after a classification de- °ision by either the U.S. Civil Service Commission or the Department. $ (, 2 3 - $ An appear * * **n request by an employee for reconsideration of an adverse decision. An “appellant” is an employee who is appealing an adverse decision which has been taken against him. The "Department” is the collective term incorporating all post offices, regional offices, special field establishments, and bureaus and offices domi- ciled in Washington, D. C. C. Notice of Proposed Adverse Action Whenever it is proposed to take adverse action against an employee the responsible official must determine that it is for such cause as will promote the efficiency of the service. The letter of proposed adverse action must State Specifically and in detail the reasons for the action thereby affording the employee a fair opportunity of offering refutation to the charges. The letter of proposed adverse action must also contain: 1. A statement of the most severe action warranted by the charges (e.g., removal, suspend for days) pending an analysis of the em- ployee's reply. 2. Notification to the employee of his right to reply in person (and in the company of his representative if he so chooses) and in writing to the charges. His right to answer the charges in person is the right of reply to a representative of management who has either the authority to make a final decision on the proposed adverse action or to recommend what final decision should be made. 3. A statement informing the employee that he has a time limitation of ten calendar days from receipt of the letter of proposed adverse action in which to make his reply. (A delay in submission may be granted if good excuse is shown.) B. Definitions 1. An “adverse decision” is an action which results in (a) a suspension of an employee from his job; (b) a discharge from employment; (c) a furlough without pay; and (d) re- duction in rank or compensation, including those which are taken at the election of the Department after a classifica- tion decision by either the U. S. Civil Service Commission or the Department. 2. An “appeal” is a written request by an employee for re- consideration of an adverse decision. 3. An “appellant” is an employee who is appealing an adverse decision which has been taken against him. 4. The “Department” is the collective term incorporating all post offices, regional offices, special field establishments, and bureaus and offices domiciled in Washington, D. C. C. Notice of Proposed Adverse Action Whenever it is proposed to take adverse action against an em- ployee the responsible official must determine that it is for such cause as will promote the efficiency of the service. The letter of proposed adverse action must state specifically and in detail the reasons for the action thereby affording the employee a fair opportunity of offering refutation to the charges. The letter of proposed adverse action must also contain: 1. A statement of the most severe action warranted by the charges (e.g., removal, suspend for days) pending an analysis of the employee's reply. 2. Notification to the employee of his right to reply in per- son (and in the company of his representative if he so chooses) and in writing to the charges. His right to answer the charges in person is the right of reply to a representative of management who has either the author- ity to make a final decision on the proposed adverse action or to recommend what final decision should be made. 3. A statement informing the employee that he has a time limitation of ten calendar days from receipt of the letter of proposed adverse action in which to make his reply., (A delay in submission may be granted if good excuse is shown.) 4. A statement informing the employee that his reply will be fully con- sidered before a decision is rendered. 5. A statement that the employee will receive a letter of decision and that if it is adverse, the employee will be advised as to the charge, or charges, relied upon as the reason, or reasons, for taking the ad- verse action. 6. A statement that the adverse action proposed will be affected not Sooner than 35 calendar days from the issuance of this letter. D. Duty Status During Notice Period Employees against whom adverse action is proposed shall be retained in an active duty status during the notice period except when the circumstances are such that the retention of an employee in an active-duty status during the notice period may result in damage to Government property, or loss of mail or funds, or may be injurious to the employee, his fellow workers, or the general public. The employee may then be temporarily assigned to duties in which these conditions will not exist or placed on leave with his consent. In an emergency case when because of the circumstances de- scribed in this paragraph the employee cannot be kept in an active-duty status during the advance notice period, the employee may be suspended without his consent. This is a separate adverse action and the employee is entitled to a letter informing him of the reasons for his suspension, his right of reply and the time limit. An employee may be placed in a nonduty status with pay for such time, not to exceed five working days, as is necessary to effect his suspension. In the emergency case, the employee must receive at least a 24-hour notice of his suspension. E. Notice of Decision The employee shall be notified promptly in writing of the decision. If the decision is adverse the letter must state the reasons for the decision. The letter of adverse decision may confirm or reduce the penalty identified in the letter of proposed adverse action, but cannot increase the penalty. The adverse action must be clearly identified, and the effective date shown. 4. A statement informing the employee that his reply will be fully considered before a decision is rendered. 5. A statement that the employee will receive a letter of decision and that if it is adverse, the employee will be advised as to the charge, or charges, relied upon as the reason, or reasons, for taking the adverse action. b. A statement that the adverse action proposed will be affected not sooner than 35 calendar days from the issuance of this letter. D. Duty Status During Notice Period 1. Employees against whom adverse action is proposed shall be retained in an active duty status during the notice period except when the circumstances are such that the retention of an employee in an active-duty status during the notice period may result in damage to Government property, or loss of mail or funds, or may be injurious to the employee, his fellow workers, or the general public. The employee may then be temporarily assigned to duties in which these conditions will not exist or placed on leave with his consent. In an emergency case when because of the circumstances described in this paragraph the employee cannot be kept in an active-duty status during the advance notice period, the employee may be suspended without his consent. . This is a separate adverse action and the employee is en- titled to a letter informing him of the reasons for his sus- pension, his right of reply and the time limit. An employee may be placed in a nonduty status with pay for such time, not to exceed five working days, as is necessary to effect his Suspension. In the emergency case, the employee must re- ceive at least a 24-hour notice of his suspension. . Notice of Decision . The employee shall be notified promptly in writing of the decision. If the decision is adverse the letter must state the reasons for the decision. The letter of adverse decision may confirm or reduce the penalty identified in the letter of proposed action, but cannot increase the penalty. The adverse action must be clearly identified, and the effective date shown. : ſ | In the adverse decision letter the employee must be informed of his right to appeal through the Department's procedures or to the Civil service Commission. The employee must be informed that if he elects to appeal the adverse decision through the Department's procedures the appeal can be submitted at any time after receipt of the decision letter but not later than ten calendar days after the effective date of the adverse action. The employee must be further informed that if he submits his appeal through the Department's procedures within ten calendar days of receipt of the adverse decision the adverse action will not be imposed until a decision has been rendered on his appeal by the first appellate level. The letter or notice of adverse decision will inform the employee that his appeal through the Department's procedures must be submitted in writing clearly identifying the basis for the appeal, and it will inform the employee that his appeal must include a request for a hearing or a statement that no hearing is wanted. The employee must also be assured in the notice that if he decides to appeal the adverse action, he will— 1. have freedom from restraint, interference, coercion, discrimination, or reprisal; 2. have the right to be accompanied, represented, and advised by a representative of his own choosing; and 3. be assured a reasonable amount of official time to prepare his pres- entation. (Not applicable in a situation where the employee is already serving an emergency suspension.) The same rights (1) and (3) shall extend to the representative selected by the employee to assist him in the development and presentation of his appeal. An appeal to the Civil Service Commission may be submitted at any time after receipt of the notice of adverse decision but not later than ten calen- dar days after the effective date of the adverse action. 2. In the adverse decision letter the employee must be informed of his right to appeal through the Department's procedures or to the Civil Service Commission. The employee must be informed that if he elects to appeal the adverse decision through the Department's procedures the appeal can be submitted after receipt of the decision letter but not later than ten calendar days after the effective date of the adverse action. The employee must be further informed that if he Submits his appeal through the Department's procedures within ten calendar days of receipt of the adverse decision the adverse action will not be imposed until a decision has been rendered on his appeal by the first appellate level. . The letter or notice of adverse decision will inform the employee that his appeal through the Department's pro- cedures must be submitted in writing clearly identifying the basis for the appeal, and it will inform the employee that his appeal must include a request for a hearing or a state- ment that no hearing is wanted. . The employee must also be assured in the notice that if he decides to appeal the adverse action, he will— a. have freedom from restraint, interference, coercion, dis- crimination, or reprisal; b. have the right to be accompanied, represented, and ad- vised by a representative of his own choosing; and c. be assured a reasonable amount of official time to pre- pare his presentation. (Not applicable in a situation where the employee is already serving an emergency suspension.) 5. The same rights (a) and (c) shall extend to the representa- tive selected by the employee to assist him in the develop- ment and presentation of his appeal. . An appeal to the Civil Service Commission may be sub- mitted at any time after receipt of the notice of adverse decision but not later than ten calendar days after the effec- tive date of the adverse action. The words "at any time" deleted since definite time limit has always been in effect. F. Rights of Organizations with Exclusive Recognition Status An organization having exclusive recognition status at the regional level for the craft group involved is entitled to the following: 1. To be notified of the time and place of the first level appeal hearing and to be given an opportunity to have a representative present throughout the hearing. To be sent a copy of the first level appeal decision. An organization having exclusive recognition status in craft group at the national level is entitled to the following: 1. 2. To be notified of any hearings held by the Board of Appeals and Review and be given an opportunity to have a representative present throughout the hearing. To receive a copy of the Board of Appeals and Review decision. G. First Level Appeal 1. Submission of the Appeal Employees under the jurisdiction of a postmaster who appeal an adverse action must direct their appeals to the Regional Director of the region in which they are employed and must submit a signed copy of the appeal simultaneously to the postmaster. In cases in- volving post office employees in which the Regional Director renders the initial decision, and not the postmaster, the first level appeal will be to the Division of Installations Management in the Bureau of Operations. - Employees in regional offices and special field offices, money order Centers, supply centers, mail bag depositories, stamped envelope agency, capital equipment warehouses and the postal agency, must direct their appeals to the bureau head or office head of their corresponding office. Regional employees must furnish a signed copy to the Regional Director, and special field office employees must furnish their field office heads with a signed copy of their appeal. Employees in bureaus and Departmental offices (or who are under the jurisdiction of same) who appeal an adverse decision must route their appeals through the bureau head or office head for sub- mission to the Office of the Deputy Postmaster General. F. Rights of Organizations with Exclusive Recognition Status 1. An organization having exclusive recognition status at the regional level for the craft group involved is entitled to the following: - a. To be notified of the time and place of the first level appeal hearing and to be given an opportunity to have a representative present throughout the hearing. b. To be sent a copy of the first level appeal decision. • An organization having exclusive recognition status in craft group at the national level is entitled to the following: a. To be notified of any hearings held by the Board of Appeals and Review and be given an opportunity to have a representative present throughout the hearing. b. To receive a copy of the Board of Appeals and Review decision. G. First Level Appeal 231-420 O – 66 – 6 1. Submission of the Appeal a. Employees under the jurisdiction of an installation head who appeal an adverse action must direct their appeals to the Regional Director of the region in which they are employed and must submit a signed copy of the appeal simultaneously to the installation head. In cases in- volving post office employees in which the Regional Di- rector renders the initial decision, and not the installa- tion head, the first level appeal will be to the Assistant Postmaster General, Bureau of Operations. b. Employees in regional offices and special field offices, money order centers, supply centers, mail bag deposi- tories, mail equipment shops, stamped envelope agency, and the postal agency, must direct their appeals to the bureau head or office head of their corresponding office. c. Regional employees must furnish a signed copy to the Regional Director, and special field office employees must furnish their field office heads with a signed copy of their appeal. d. Employees in bureaus and Departmental offices (or who are under the jurisdiction of same) who appeal an ad- verse decision must route their appeals through the bureau head or office head for submission to the Office of the Deputy Postmaster General. Paragraph 1a procedural change within the Department headquarters. Paragraph 1b eliminates capital equipment warehouses and adds the mail equipment shops. t { 2. Preparation for the Hearing If the appellant or his designated representative has requested a hearing, a hearing officer will be assigned who will, in not more than twenty calendar days from receipt of the appeal in the office, schedule and conduct a hearing. (Extensions of time will be granted if unusual circumstances so warrant.) Hearings will normally be held at the installation in which the appellant is employed. The appellant and the postal official who issued the notice of proposed adverse action will be advised at the least seven calendar days prior to the date of the hearing. The hearing officer must arrange prior to the hearing a location (e.g., in the post office in which the appeal arises) where the evidence of record can be made available to the appellant and his representative for inspection. Except in certain limited medical cases all evidence must be disclosed to both parties. (The duly author- ized physician of the appellant would be entitled to medical evidence that would not be made available to appellant or his representative.) Witnesses Appearances of witnesses will be encouraged, but shall be voluntary, and normally will be limited to one witness at a time. The adminis- tration of the oath or affirmation to witnesses will be given by the hearing officer. Postal employee witnesses will be on the clock for the period that they are necessary to the hearing. witnesses shall have freedom from restraint, interference, coercion, discrimination or reprisal. 2. Preparation for the Hearing a. If the appellant or his designated representative has re. quested a hearing, a hearing officer will be assigned who will, in not more than twenty calendar days from receipt of the appeal in the office, schedule and conduct a hear. ing. (Extensions of time will be granted if unusual cir- cumstances so warrant.) Hearings will normally be held at the installation in which the appellant is employed. The appellant and the postal official who issued the notice of proposed adverse action will be advised at least seven calendar days prior to the date of the hearing. b. The hearing officer must arrange prior to the hearing a location (e.g., in the post office in which the appeal arises) where the evidence of record can be made avail- able to the appellant and his representative for inspec- tion. Except in certain limited medical cases all evi. dence must be disclosed to both parties. (The duly authorized physician of the appellant would be entitled to medical evidence that would not be made available to appellant or his representative.) 3. Witnesses a. Appearances of witnesses will be encouraged and nor- mally will be limited to one witness at a time. The ad- ministration of the oath or affirmation to witnesses will be given by the hearing officer. Postal employee wit- nesses will be on the clock for the period that they are necessary to the hearing. The appellant or his repre- Sentative advises appellant's witnesses to appear who have been scheduled by the hearing officer. Witnesses shall have freedom from restraint, interference, coercion, dis- crimination or reprisal. b. The installation head shall make its employees available as witnesses at a hearing when (1) requested by the Hear- ling Officer after consideration of a request by the ap- pellant or the agency and (2) ITIS ādīāīſstratively EFää. £icable to comply with the request of the Hearing Officer. If the installation head determines that it is not adminis. tratively practicable to comply with the request of the Hearing Officer, he shall submit for inclusion in the employee appeal file written reasons for the declination. Paragraph 3 - The phrase "but shall be Vºluntary" has been deleted because of the addition of subparagraph 3-b which requires installation head to make its employees available as witnesses under the cited conditions. This conforms with Civil Service Regulations. Note the necessity of written reasons why it is administratively impractical to make a witness available. Added sentence in 3- a incorporates 1964 Labor-Management decision. 4. Appeal Hearing Procedure The hearing of an appeal will be conducted by a hearing officer. The hearing officer will see that the hearing is conducted in an orderly manner. The hearing officer has the authority to exclude an unruly participant from the hearing; to suspend a hearing in response to a reasonable request; and to cause the hearing to be terminated. - The testimony of witnesses shall be under oath or affirmation, which will be administered by the hearing officer. The hearing will be closed to the public. The appellant and/or his representative and the official and/or his representative proposing the adverse action must be present through- out the hearing. The appellant, or his representative, will have the opportunity to make an opening statement, following which management will have a like opportunity. The appellant, or his representative, followed by management, will present such witnesses and documentary evidence as each deems necessary. Each party shall have the right to cross-examine wit- nesses for the other. The hearing officer shall ask such questions of any witness as he believes necessary to a full and fair development of the facts. At the conclusion of the presentation of evidence, management will have the opportunity to make a closing statement, following which the appellant, or his representative, will have a like opportunity. Summary and Finding of Fact After the hearing, the hearing officer will, in a maximum of twenty calendar days, present a summary of the hearing and his findings of fact as well as all other record evidence to the Regional Director or to other appropriate first level appellate office, and furnish the appellant or his representative and the official who rendered the adverse decision with a summary and findings of fact. The hear- ing officer shall not make any recommendation for a decision or state whether or not charges are sustained. 4. Appeal Hearing Procedure 3. The hearing of an appeal will be conducted by a hearing officer. The hearing officer will see that the hearing is conducted in an orderly manner. The hearing officer has the authority to exclude an unruly participant from the hearing; to suspend a hearing in response to a rea- Sonable request; and to cause the hearing to be termi- nated. . The testimony of witnesses shall be under oath or affir- mation, which will be administered by the hearing officer. c. The hearing will be closed to the public. a. . The appellant and/or his representative and the official and/or his representative proposing the adverse action must be present throughout the hearing. . The appellant, or his representative, will have the oppor- tunity to make an opening statement, following which management will have a like opportunity. . The appellant, or his representative, followed by manage- ment, will present such witnesses and documentary evi- dence as each deems necessary. Each party shall have the right to cross-examine witnesses for the other. Any- tº º e is g --- one giving testimony who knowingly or willfully commits perjury will be subject to disciplinary action. . The hearing officer shall ask such questions of any wit- ness as he believes necessary to a full and fair develop- ment of the facts. . At the conclusion of the presentation of evidence, man- agement will have the opportunity to make a closing statement, following which the appellant, or his repre- sentative, will have a like opportunity. 5. Summary and Finding of Fact After the hearing, the hearing officer will, in a maximum of twenty calendar days, present a summary of the hear- ing and his findings of fact as well as all other record evidence to the Regional Director or to other appro- priate first level appellate office, and furnish the appel- lant or his representative and the official who rendered the adverse decision with a summary and finding of fact. The hearing officer shall not make any recom- mendation for a decision or state whether or not charges are sustained. Paragraph 4 change warns Witnesses they Will be subject to disciplinary aC ti On for committing perjury. 41 The appellant and/or his representative and the official who pro- posed the adverse action may within five calendar days of receipt of the hearing summary and the findings of fact submit their objections and statements to the Regional Director (bureau head, Office of the Deputy Postmaster General, Division of Installations Management, Bureau of Operations, or Office of Regional Administration, Office of the Postmaster General.) Appellants who request, a record or a transcript may secure same at COSt. If No Hearing is Held When the employee requests no hearing be held, that just the facts in the appeal be reviewed, an investigator will be assigned to visit the office from which the appeal initiated and obtain sufficient facts to permit the appropriate appellate office to make a decision on the appeal. The investigator shall notify the appellant and/or his representative and shall afford him an opportunity to present facts and/or evidence relative to the adverse action charges. The inves- tigator given this assignment has twenty calendar days from receipt of the appeal to present his facts to the appellate office having juris- diction. Letter of Decision The designated appellate office shall render a decision within ten calendar days of receipt of the complete file and the findings of the hearing officer (or investigator) and shall notify the employee and the postal official whose decision was appealed. (A delay not to exceed an additional five days may be made in unusual circum- stances.) - The decision shall be in writing, dated, and must advise the em- ployee of the reasons for the action taken, and notify him of his further appeal rights. b. The appellant and/or his representative and the official who made the initial adverse decision may within five calendar days of receipt of the hearing summary and the finding of fact submit their objections and state- ments to the Regional Director (bureau head, Office of the Deputy Postmaster General, Assistant Postmaster General, Bureau of Operations, or Office of Regional Administration, Office of the Postmaster General.) c. Appellants who request a record or a transcript may Secure Same at COSt. . If No Hearing is Held When the employee requests no hearing be held, that just the facts in the appeal be reviewed, an investigator will be assigned to visit the office from which the appeal initiated and obtain sufficient facts to permit the appropriate appel- late office to make a decision on the appeal. The investi- gator shall notify the appellant and/or his representative and shall afford him an opportunity to present facts and/or evidence relative to the adverse action charges. The in- vestigator given this assignment has twenty calendar days from receipt of the appeal to present his facts to the appel- late office having jurisdiction. A copy of the summary of findings shall be furnished to the appellant and/or his rep- resentative. . Letter of Decision a. The designated appellate office shall render a decision within ten calendar days of receipt of the complete file and the findings of the hearing officer (or investigator) and shall notify the employee and the postal official whose decision was appealed. (A delay not to exceed an additional five days may be made in unusual circum- stances.) b. The decision shall be in writing, dated, and must advise the employee of the reasons for the action taken, and . notify him of his further appeal rights. Procedural and language clarification changes. Incorporates 1964 Labor-Management decision 42 H. Second Level Appeal 1. Department's Board of Appeals and Review, Civil Service Com- mission, Advisory Arbitration If a secondary level appeal is filed, it can be filed by the employee or his representative at any time after receipt of the notice of ad- verse decision but not later than ten (10) days after the adverse action has been effected. a. Department’s Board of Appeals and Review An appeal to the Department's Board of Appeals and Review should be addressed to the Board of Appeals and Review, Bu- reau of Personnel, Post Office Department, Washington, D. C. 20260. The appeal should contain a full statement as to the reason for appealing the decision, and a copy of the decision rendered in the case. The employee shall send a signed copy of the letter of second appeal to the appellate office which rendered the initial decision. Upon receipt of this copy of a letter of further appeal, the first level appellate office will promptly forward the entire appeal case to the Department’s Board of Appeals and Review. (1) Review by Department’s Board The Department's Board will docket the appeal, notify the employee and other interested parties of its receipt, and schedule its review. There is no right to a hearing at the Departmental level on second appeals, but an additional hearing can be granted if the Board feels that such is warranted. (2) Decision of the Department’s Board A decision of the Department's Board of Appeals and Re- view is final (appeal for a court ruling excepted) and shall be considered as the decision of the Postmaster General. In cases involving policy matters the Board may make privi- leged recommendations to the Postmaster General who will render the final decision. The Department’s Board of Appeals and Review will sub- mit a written decision to the employee and copies to the appropriate offices and to other interested parties as the Board deems necessary. H. Second Level Appeal 1. Department's Board of Appeals and Review, Civil Service Commission, Advisory Arbitration If a secondary level appeal is filed, it can be filed by the employee or his representative at any time after receipt of the notice of adverse decision but not later than ten (10) days after the adverse action has been effected. 2. Department's Board of Appeals and Review a. An appeal to the Department's Board of Appeals and Review should be addressed to the Board of Appeals and Review, Bureau of Personnel, Post Office Department, Washington, D. C. 20260. b. The appeal should contain a full statement as to the reason for appealing the decision, and a copy of the decision rendered in the case. The employee shall send a signed copy of the letter of second appeal to the ap- pellate office which rendered the decision at the first appellate level. Upon receipt of this copy of a letter of further appeal, the first level appellate office will prompt- ly forward the entire appeal case to the Department's Board of Appeals and Review. (1.) Review by Department's Board The Department's Board will docket the appeal, notify the employee and other interested parties of its receipt, and schedule its review. There is no right to a hearing at the second appellate level. A hearing can be granted if the Board feels that such is warranted. (2.) Decision of the Department's Board (a) A decision of the Department's Board of Ap- peals and Review is final (appeal for a court ruling excepted) and shall be considered as the the decision of the Postmaster General. In cases involving policy matters the Board may make privileged recommendations to the Post- master General who will render the final deci- sion. (b) The Department's Board of Appeals and Re- view will submit a written decision to the em- ployee and copies to the appropriate offices and to other interested parties as the Board deems necessary. A language clarification Makes clear there is no right to hearing at second appellate level but one can be granted if Board feels it is warrented. H. Residual Authority of the Postmaster General The Postmaster General retains the authority to review particular decisions of the Department’s Board of Appeals and Review and to direct further consideration. J. Termination of Appeal An appeal shall be dismissed when so requested by the appellant. An appeal may also be dismissed when the appellant is guilty of unreasonable delay. K. Discrimination When an employee alleges in his appeal that the proposed adverse action is based in whole or in part on discrimination because of race, creed, color or national origin the claim of discrimination shall be adjudicated under the regulations of The President's Committee on Equal Employ- ment Opportunity, and Departmental regulations. The claim of discrimina- tion shall be investigated and an initial local level decision rendered prior to or concurrently with the processing of the other matters in the appeal. ARTHCLE Xi Advisory Arbitration A. Coverage All craft or occupational group employees who are in units which 3 ſe represented by an employee organization on an exclusive basis at the national level may request advisory arbitration of: (1) The decision of the official at the first level of appeal of an adverse action. (2) The decision of the official at the second level of appeal on grievances. (3) The differences between the Department and the organizations as to the meaning and application of the provisions of this Agreement which cannot be resolved and which are not proper subjects for appeal through grievance, adverse action, or other appeal procedures may, by mutual consent of the parties to this Agreement, be submitted to advisory H. Residual Authority of the Postmaster General The Postmaster General retains the authority to review particu- lar decisions of the Department's Board of Appeals and Re- view and to direct further consideration. J. Termination of Appeal An appeal shall be dismissed when so requested by the appel- lant. An appeal may also be dismissed when the appellant is guilty of unreasonable delay. K. Discrimination When an employee alleges in his appeal that the proposed adverse action is based in whole or in part on discrimination because of race, creed, color or national origin the claim of discrimination shall be adjudicated under the regulations of the Civil Service Commission and Departmental regulations. The claim of discrimination shall be investigated and an initial local level decision rendered prior to or concurrently with the processing of the other matters in the appeal. arbitration. ARTICLE XI Advisory Arbitration and Optional Mediation A. Advisory Arbitration 1. Coverage All craft or occupational group employees who are in units which are represented by an employee organization on an ex- clusive basis at the national level may request advisory arbi- tration of: a. The decision of the official at the first level of appeal of an adverse action. b. The decision of the official at the second level of appeal on grievances. c. The differences between the Department and the Or- ganizations as to the meaning and application of the pro- visions of this Agreement which cannot be resolved and which are not proper subjects for appeal through griev- ance, adverse action, or other appeal procedures may, by mutual consent of the parties to this Agreement, be sub- mitted to advisory arbitration. Agency for ad judicating discrimination complaints has been changed from President's Committee on Equal Empioy- *nt Opportunity to the civil Service Commission. B. Limitations The arbitrator's award is º e e subject to the provisions of existi laws, regulations and policies. ng or future º arbitrator's jurisdiction shall not be extended to include Such areas of 18°retion or policy as the mission of the Post Office Department, its budget its organization, the technology of performing its work and the assignment of its personnel. The arbitrator shall not have jurisdiction over promotions. The arbitrator shall have no power to add to or subtract from, to disregard or modify, any of the terms of this or any agreements made by the under- signed parties. It is understood by the parties that any and all arbitration proceedings are: (1) Advisory in nature with any awards or recommendations subject to the approval of the Post Office Department. (2) Shall not extend to changes in or proposed changes in agreements or Department policy. (3) Shall be invoked only with approval of the individual employee or employees concerned and the appropriate employee organizations party to this Agreement, except disputes concerning the Agreement which shall be by mutual consent. C. Procedures An employee desiring arbitration of a decision of the official at the first level appeal of an adverse action or second level appeal of a grievance shall notify that official in writing and must submit the written consent of the organization having exclusive jurisdiction at the national level to pay one-half of the cost of arbitration. The request for arbitration and the consent of the organization must be filed within ten working days after receipt of the letter of decision from the official whose decision is appealed. . Limitations . The arbitrator's award is subject to the provisions of exist- ing or future laws, regulations and policies. . The arbitrator's jurisdiction shall not be extended to include such areas of discretion or policy as the mission of the Post Office Department, its budget, its organization, the tech- nology of performing its work and the assignment of its personnel. . The arbitrator Sholl not have jurisdiction over promotions. d. The arbitrator shall have no power to add to or subtract from, to disregard or modify, any of the terms of this or any agreements made by the undersigned parties. '. It is understood by the parties that any and all arbitration proceedings are: (1) Advisory in nature with any awards or recommenda- tions subject to the approval of the Post Office Depart- ment. (2.) Shall not extend to changes in or proposed changes in agreements or Department policy. (3) Shall be invoked only with approval of the individual employee or employees concerned and the appropriate employee organizations party to this Agreement, except disputes concerning the Agreement which shall be by mutual consent. . Procedures . An employee desiring arbitration of a decision of the official at the first level appeal of an adverse action or second level appeal of a grievance shall notify that official in writing and must submit the written consent of the organization having exclusive jurisdiction at the national level to pay one-half of the cost of arbitration. The request for arbi- tration and the consent of the organization must be filed within ten working days after receipt of the letter of deci- sion from the official whose decision is appealed. The official whose decision is appealed, within three working days of the receipt of the request to arbitrate, shall request the Federal Mediation and Conciliation Service to furnish a list of the names of five arbitrators from the list maintained by that Agency. No later than five working days after receipt of the list of arbitrators, the official whose decision is appealed and the appropriate representative of the employee organization will alternately cross off one at a time the names of arbitrators from the list furnished. After the parties have crossed off the names of foºr arbitrators the name remaining on the list will be the arbitrator selected by the parties. within five working days after selection of the arbitrator and receipt of his consent to arbitrate the matter, the official whose decision is appealed shall forward the entire file to the arbitrator. The method to be used in arbitrating the dispute is under the arbitrator's jurisdiction and control, subject to such rules and procedures as the parties may jointly prescribe. He is to make his own awards and write his own opinions based on the record established. He may not delegate this duty and responsibility to others in whole or in part without the knowledge and prior consent of both parties. The power of the arbitrator may be exercised in the absence of any party, who after due notice, fails to be present or obtain a postpone- ment. The advisory award of the arbitrator, however, must be supported by evidence as it cannot be based solely upon the default of a party. The advisory award shall be made not later than thirty days from the date of the closing of the hearing, or the receipt of a transcript and any post-hearing briefs, or if oral hearings have been waived, then from the date of receipt of the final statements and proof by the arbitrator unless otherwise agreed upon by the parties. However, a failure to make an advisory award within thirty days shall not invalidate an award. The arbitrator's advisory award shall be mailed to the official whose decision has been appealed, the employee, and the employee organization. The advisory award of the arbitrator may be further appealed by either party within ten working days from date of receipt of the award. Appeal from the arbitrator's advisory award shall be to the Assistant Postmaster General, Bureau of Personnel. b. The official whose decision is appealed, within three work ing days of the receipt of the request to arbitrate, shall request the Federal Mediation and Conciliation Service to furnish a list of the names of five arbitrators from the list maintained by that Agency. No later than five working days after receipt of the list of arbitrators, the official whose decision is appealed and the appropriate representative of the employee organization will alternately cross off one at a time the names of arbitrators from the list furnished. After the parties have crossed off the names of four arbi- trators, the name remaining on the list will be the arbitrator selected by the parties. within five working days after selection of the arbitrator and receipt of his consent to arbitrate the matter, the official whose decision is appealed shall forward the entire file to the arbitrator. The method to be used in arbitrating the dispute is under the arbitrator's jurisdiction and control, subject to such rules and procedures as the parties may jointly prescribe. He is to make his own awards and write his own opinions based on the record established. He may not delegate this duty and responsibility to others in whole or in part without the knowledge and prior consent of both parties. The power of the arbitrator may be exercised in the absence of any party, who after due notice, fails to be present or obtain a postponement. The advisory award of the arbitrator, however, must be supported by evidence as it cannot be based solely upon the default of a party. . The advisory award shall be made not later than thirty days from the date of the closing of the hearing, or the receipt of a transcript and any post-hearing briefs, or if oral hear- ings have been waived, then from the date of receipt of the final statements and proof by the arbitrator, unless otherwise agreed upon by the parties. However, a failure to make an advisory award within thirty days shall not in- validate an award. . The arbitrator's advisory award shall be mailed to the official whose decision has been appealed, the employee, and the employee organization. The advisory award of the arbi- trator may be further appealed by either party within ten working days from date of receipt of the award. Appeal from the arbitrator's advisory award shall be to the Assistant Postmaster General, Bureau of Personnel. B. Optional Mediation 1. Introduction In any national negotiations conducted between the parties Mediation applies only at national pursuant to this Agreement, the respective bargaining com- level. There is no mediation at the local mittees shalſ make every good faith effort to reach agree- or regional level. ment cº all issues prior to invoking other provisions of this --- Article. 2. Definition of Impasse It is mutually agreed that an impasse occurs after both parties have presented proposals and counter-proposals in good faith and both parties have considered the proposals and counter-proposals of the other party in good faith and despite such honest and diligent efforts no agreement can be reached on the subject being negotiated. 3. Procedures a. When it has been determined that an impasse has been reached, the item shall be laid aside. After all nego- tiable items on which agreement can be reached have been disposed of, the parties shall once more attempt to resolve any existing impasse items. b. If after such effort, either party concludes an impasse or impasses still exist, it may request mediation, notifying the other party in writing. c. Within five days after such notification, the parties shall jointly request the Federal Mediation and Conciliation Service to provide mediation service, or if such mediation service is not available to provide a list of five qualified mediators from which a selection will be made. d. Within five days after receipt of such list, the parties will meet for the purpose of selecting the mediator by alternately striking names until one remains. Such per- son shall be the duly selected mediator. 4. Duties and Responsibilities of Mediator a. The mediator shall use his best efforts to bring the parties to an agreement on any and all impasses without taking sides. b. The mediator shall make no public statement on the impasses involved, the merits of the parties' positions nor agreement or lack of agreement of the parties— 231-420 O – 66 – 7 c. If the mediator's efforts to bring about agreement are unsuccessful, he will be empowered to make a re- port, with any recom- mendation on unresolved innpasses that he deems neces- Notice that the medi - ators re sary, privately and confidentially only to the Postmaster port is General. Mutual consent of the parties will not be Private and confidential to the Postmaster necessary for such action by the mediator. General. This is so worded to differen- tiate between this provision and public recommendations which are akin to advisory arbitration and barred by Executive Order 10988 and Civil Service Commission recommendations. _5. Costs The cost of the services of the mediator and any other mediation expenses jointly incurred shall be borne 50% by the Department and 50% by the Or- ganizations •, 6. Referral to Postmaster General Any impasses not resolved through mediation shall be sub- mitted to the Postmaster General for consideration. The Organizations may meet with the Post- master General and may submit briefs, documentary evidence and other perti- nent material on each unresolved im- passe. His decision shall be final. ARTICLE XII Reassignments ARTHCLE XHH Reassignments A. Basic Principles and Reassignments When it is proposed to: . Basic Principles and Reassignments 1. Discontinue an independent installation; 2. Consolidate an independent installation (i.e., discontinue the independent identity of an installation by making it part of another and continuing independent installation); 'hen it is proposed to: a. Discontinue an independent installation; 3. Transfer a classified station or classified branch to the juris- diction of another installation: or made an independent 5. º * a tº gº º e º e g - º E} - º y Converting classified station or classified - installation; © b. º: º º º º º º: º - branch to independent installation follows same €IlClent 1Cientity Of an installation IIla KIIlg. It Oart Of an Other & e p d tinui y d dent i º g p 4. Reassign within an installation employees excess to the needs procedures as transfering them to jurisdiction and continuing Independent installation); of a section of that installation; of another installation. C. Transfer a classified station or classified branch to the jurisdiction of another installation; d. Reassign within an installation employees excess to the needs of a Section of that installation; €. f. Reduce the number of career employees of an installation other than by attrition; or Reduce RPO, HPO or transfer office employment, such actions shall be subject to the following principles and requirements: 1. Dislocation and inconvenience to employees affected shall be kept to the minimum consistent with the needs of the service. The Regional Director shall give full consideration to withholding sufficient career positions within the area for career employees who may be arbitrarily reassigned. No employee shall be allowed to displace, or “bump,” another employee properly holding a position or assignment. Organizations having exclusive recognition for the crafts or occupa- tional groups affected shall be notified in advance (as much as six months whenever posible) of intended action, such notification to be at the regional level, except under d above, which shall be at the local level. In the case of employees arbitrarily detailed or reassigned from one installation to another mileage, per diem, or reimbursement for movement of household goods, as appropriate, if legally payable will be governed by the standardized Government travel regulations as set forth in POD Methods Handbook M-9, “Travel.” Any employee volunteering to accept reassignment to another craft or occupational group, another branch of the postal service, or another installation shall start a new period of seniority beginning with such assignment, except as provided herein. 8. 9. . Reduce the number of career employees of an installation other than by attrition; . Reduce RPO, HPO employment, including employment in mobile stations; Centralized mail processing and/or delivery installation other than a new One; Reassignments—motor vehicle; Reassignment—substitutes in excess of quota: such actions shall be subject to the following principles and requirements. 1 3 . Principles and Requirements . Dislocation and inconvenience to career employees affected shall be kept to the minimum consistent with the needs of the service. . The Regional Director(s) shall give full consideration to withholding sufficient career positions within the area for career employees who may be involuntarily reassigned. . No employee shall be allowed to displace, or “bump", another employee properly holding a position or duty assignment. . Organizations having exclusive recognition for the crafts or occupational groups affected shall be notified in advance (as much as six months whenever possible), such notifi- cation to be at the regional level, except under A4 above, which shall be at the local level. . Career employees involuntarily detailed or reassigned from one installation to another shall be given not less than 60 days advance notice, if possible, and shall receive moving, mileage, per diem and reimbursement for movement of household goods, as appropriate, if legally payable, will be governed by the standardized Government travel regu- lations as set forth in POD Methods Handbook M-9, “Travel”. • Any employee volunteering to accept reassignment to an- other craft or occupational group, another branch of the postal service, or another installation shall start a new period of seniority beginning with such assignment, ex- cept as provided herein. Transfer Offices made part of post offices (3-17-66 amendments) Mobile Station concept new in 3-17-66 amendments. New. Combines in 1 subsection principles in former "general" paragraphs A. 7-8-9-10. New . Applies only to MVS. New. "Career" added here and elsewhere to exclude noncareer employees. Word "duty" added here and elsewhere to modify "assignment" to be consistent with definition of "duty assignment” in seniority supplement. New. º 60-day minimum advance notice - if possible. Added word "moving" relates to new relocation expense act. 49 Whenever changes in mail handling patterns are undertaken through- out an area including several postal installations with resultant suc- cessive reassignments of personnel from various installations to one or more central installations, such reassignments shall be treated as details for the first 180 days in order to prevent inequities in the seniority lists at the gaining installations. If a tie develops in establishing the merged seniority roster at the gaining installation, it shall be broken by total continuous career service in the same craft. In determining seniority of special delivery messengers who received career status under Civil Service Regulation 3.101, that period of continuous service as a special delivery mes- senger prior to attaining career status shall be included. All new Duty Assignments created in the gaining installation and all duty assignments in a newly established installation, shall be posted for bid. One hundred eighty days is computed from the date of the first detail of an employee. Bidding shall be open to all regular employees of the craft involved at the gaining installation. This includes “regular” employees assigned to the gaining installation. In those offices brought into a centralized operation, the career substitutes in those offices, will be given an opportunity for assign- ment to the central operation as vacancies in the career substitute quota become available. To be eligible for reassignment, the career substitute must meet the folowing requirements: a. Must make application in the manner and within the time prescribed for receipt of such application. b. Must have been on the payroll of that post office on the date of first official announcement of the centralized operation of the aICà. c. Must have been at the time of the first official announcement on the same roster designation as the regular employee who was arbitrarily reassigned to the centralized operation. d. Must meet all qualifications required of substitutes in the cen- tralized operation. Order of selection from these making application will be in accord- ance with their seniority. Right of a substitute applicant for reassignment as a substitute to the centralized operation is lost if he becomes a regular in his present office. Those eligible will be allowed only one opportunity for reassignment. 7. Whenever changes in mail handling patterns are under- taken in an area including one or more postal installations with resultant successive reassignments of personnel from those installations to one or more central installations, such reassignments shall be treated as details for the first 180 days in order to prevent inequities in the seniority lists at the gaining installations. The 180 days is com- puted from the date of the first detail of an employee to the central, consolidated or new installation in that spe- cific planning program. . If a tie develops in establishing the merged seniority roster at the gaining installation, it shall be broken by total con- tinuous career service in the same craft. In determining seniority of special delivery messengers who received career status under Civil Service Regulation 3.101, that period of continuous service as a special delivery messenger prior to attaining career status shall be included. Amended for clarification and to include labor-management interpretations. 11. 12. 13. 14. 15. 16. Whenever in this agreement provision is made for reassignments it is understood that any person reassigned must meet the qualifica- tion requirements of the position to which reassigned. Any employee arbitrarily reassigned to another craft or occupational group in the same or lower level, whether in the same or another installation, shall take seniority for preferred tours and assignments whichever is the lesser of: (a) one day junior to the junior regular employee in the same level and craft or occupational group in the installation to which reassigned, or (b) retain his own seniority. This agreement is effective only in relation to postal employees in the crafts and occupations exclusively represented at the national level by the signatory employee organizations. This agreement does not apply to rural carriers except as specifically stated herein, nor does it modify the provisions of section B6 of this article, Reductions in RPO, HPO or Transfer Office Employment. It is understood that any employee entitled hereunder to a specific placement may exercise such entitlement only if no other employee has a superior claim hereunder to the same position. Surplus employees from non-mail processing and delivery installa- tions placed in crafts covered by this Agreement shall be assigned to the foot of the existing substitute roll of the affected craft, or equivalent if no substitute classification exists, and shall begin a new period of seniority effective the date of reassignment. 10. 11. 12. 9. Whenever in this Agreement provision is made for re- assignments, it is understood that any career employee reassigned must meet the qualification requirements of the position to which reassigned. This Agreement is effective only in relation to career postal employees in the crafts and occupations exclusively repre- sented at the national level by the signatory employee or- ganizations. This Agreement does not apply to rural carriers, except as Specifically stated herein, nor does it modify the provisions of Section C.6, of this Article, “Reduce RPO or HPO Em- ployment, Including Employment in Mobile Stations”. It is understood that any employee entitled hereunder to a specific placement may exercise such entitlement only if no other employee has a superior claim hereunder to the same position. 13. Surplus Career Employees—Surplus career employees from non-mail processing and non-mail delivery installations, regional offices, the Post Office Department headquarters or from other federal departments or agencies shall be placed at the foot of the substitute roll and begin a new period of seniority effective the date of reassignment. Omission of former general paragraph * 12 reflects incorporation in Section e 1 and c 5 of the Principle which calls for excessed employees taking seniority one day junior to the junior regular in the same level and craft or Occupational &”P in the installation to which reassigned. (See pages 52, 55) Word changes to correspond with Agreement negotiated with clerks covering RPO and HPO employees (See Postal Bulletin 20522, March 17, 1966). Wording added to better identify surplus employees who are to be placed at foot of substitute roll and begin new period of seniority. 51 B. Special Provisions on Reassignments In addition to the general principles and requirements above specified the attached specific provisions are applicable: Discontinuance of an Independent Installation When an independent installation is discontinued all career employ- ees shall to the maximum extent possible be arbitrarily reassigned to continuing postal positions in accordance with the following: 3. Arbitrary reassignment of regular employees with their seniority for preferred assignments and tours of duty to vacancies in the same or lower level in the same craft or occupational group in installations within 100 miles of the discontinued installation, provided that when two or more such vacancies are simul- taneously available first choice of assignment shall go to the senior employee entitled by displacement from a discontinued installation to such placement. Arbitrary reassignment of regular employees for whom place- ment is not available under B.1.a. above in other crafts or occu- pational groups in which they meet minimum qualifications at the same or lower level with seniority for preferred assignments and tours under (1) or (2) below, whichever is lesser: (1) one day junior to the seniority of the junior regular em- ployee in the same level and craft or occupation in the installation to which assigned, or (2) retain his own seniority. Arbitrary reassignment of career substitutes with seniority in any vacancy in the substitute quota in the same craft or occupa- tional group at any installation within 100 miles of the dis- continued installation. Arbitrary reassignment of career substitutes for whom place- ment is not available under B.1.c. above in other crafts or occupational groups in which they meet minimum qualifications at the same or lower level at the foot of the existing substitute roster at the receiving installation. C. Special Provisions on Reassignments In addition to the general principles and requirements above specified, the attached specific provisions are applicable: 1. Discontinuance of an Independent Installation: a. When an independent installation is discontinued, all reg- ular and substitute career employees shall, to the maxi- mum extent possible, be involuntarily reassigned to con- tinuing postal positions in accordance with the following: b. Involuntary reassignment of career regular employees with their seniority for duty assignments to vacancies in the same or lower level in the same craft or occupational group in installations within 100 miles of the discon- tinued installation, or in more distant installations, if after consultation with the affected organization(s), it is determined that it is necessary. The Department will designate such installations for the reassignment of excess regular employees. When two or more such vacancies are simultaneously available, first choice of duty assign- ment shall go to the senior employee entitled by displace- ment from a discontinued installation to such placement. c. Involuntary reassignment of regular employees for whom consultation did not provide for placement under C.1.b. above in other crafts or occupational groups in which they meet minimum qualifications at the same or lower level with permanent seniority for duty assignments un- der (1) and (2) below, whichever is lesser: (1.) One day junior to the seniority of the junior regular employee in the same level and craft or occupation in the installation to which assigned, or (2) The seniority he had in the craft from which re- assigned. The 5-year rule does not apply: d. Involuntary reassignment of career substitutes with sen- iority in any vacancy in the substitute quota in the same craft or occupational group at any installation within 100 miles of the discontinued installation QI in more distant installations, if after consultation with the affected organizations it is determined that it is necessary, the Department will designate such installations for the re- assignment of the career substitutes. e. Involuntary reassignment of career substitutes for whom consultation did not provide for placement under C.1.d. above in other crafts or occupational groups in which they meet minimum qualifications at the same or lower level at the foot of the existing substitute roster at the receiving installation and begin a new period of seniority. coverage clarified-----"regular and substitute career" employees. "Involuntarily substituted throughout for "arbitrarily". 100 mile limitation relaxed. Clarifies (1) "permanent" seniority in another craft, (2) 5-year rule as stated in Seniority Supplement is not applicable. 100 mile rule relaxed There will be Departmental consultation if 2 or more regions involved; Regional consultation if within region. cross crafting of subs requires new period of seniority to begin 52 Č. Regular employees for whom no vacancies are available by the time installation is discontinued shall be changed to career sub- stitutes and placed as such, but shall for six months retain place- ment rights to vacancies developing within that time within any installation within 100 miles of the discontinued installation on the same basis as if they had remained regular. Employees, regular or substitute, arbitrarily reassigned as above provided shall upon the reestablishment of the discontinued in- stallation be entitled to reassignment with full seniority to the first vacancy in the reestablished installation in the level and occupa- tion from which reassigned. 2. Consolidation of an Independent Installation a. When an independent postal installation is consolidated with another postal installation each career employee, regular or sub- stitute, shall be arbitrarily reassigned to the continuing installa- tion without loss of seniority in his craft or occupational group. 2. f. Regular employees for Whorn no regular vacancies are available by the time the installation is discontinued shall be changed to career substitutes in the same craft and placed as such, but shall for six months retain place- ment rights to regular vacancies developing within that time within any installation within 100 miles of the dis- continued installation, or in more distant installations: if after consultation with affected organizations it is determined that it is necessary, the department will des: ignate such installations for the reassignment of excess regular employees. On the same basis as if they had re- mained regular. g. Employees, career regular or substitute, involuntarily reassigned as above provided shall upon the reestablish- ment of the discontinued installation be entitled to Te-. assignment with full seniority to the first vacancy in the reestablished installation in the level, craft or occupa" tional group from which reassigned. Consolidation of an Independent Installation: a. When an independent postal installation is consolidated with another postal installation, each career employee, regular or substitute, shall be involuntarily reassigned to b. Where reassignments under 2a preceding result in an excess tº continuing installation without loss of seniority in of employees in any craft or occupational group in the con- his craft or occupational group. tinuing installation, identification and placement of excess em- ployees shall be accomplished by the continuing installation in accordance with the provisions of this Agreement covering such b. Where reassignments under 2.a., preceding, result in an situations. excess of employees in any craft or occupational group in the continuing installation, identification and place- C. If the consolidated installation again becomes an independent installation, each employee whose reassignment was necessitated by the previous consolidation shall be entitled to the first vacancy in the reestablished installation in the level and craft or Occupa- tional group held at the time the installation was discontinued. ment of excess employees shall be accomplished by the continuing installation in accordance with the provisions of this Agreement covering such situations. c. If the consolidated installation again becomes an inde- pendent installation, each career regular and substitute employee whose reassignment was necessitated by the previous consolidation shall be entitled to the first Va- cancy in the reestablished installation in the level and Wording clarified - 100 mile rule relaxe wording clarified. wording clarified 3. Transfer of a Classified Station or Classified Branch to the Jurisdic- tion of Another Installation craft or occupational group held at the time the installa- tion was discontinued. 3. Transfer of a Classified Station or Classified Branch to the Jurisdiction of Another Installation or Made an Independent a. When a classified station or classified branch is transferred to the jurisdiction of another installation all career employees shall at their option remain with the classified station or classified Now applies when a branch or station a. When a classified station or classified branch is trans- is made an independent installation. branch without loss of seniority, or remain with the installation from which the classified station or classified branch is being transferred. ferred to the jurisdiction of another installation or made an independent installation, all career regular employees shall at their option remain with the classified station or classified branch without loss of seniority, or remain with the installation from which the classified station or classified branch is being transferred. Reverses past interpretation. Previous when classified branch was changed to new installation juniors were reassigne from 10 sing installation. Now seniors in branch may go. b. A realistic appraisal shall be made of the number of employees by crafts or occupations who will be needed in the station after transfer, and potential vacancies within these requirements created by the unwillingness of employees to follow the station to the new jurisdiction shall be posted for bid on an office-wide basis in the losing installation. c. If the postings provided in Paragraph 3b preceding do not result in sufficient employees to man the transferred classified station or classified branch junior employees by craft or Occupational group on an installation-wide seniority basis in the losing instal- lation shall be arbitrarily reassigned to the classified station or classified branch and each employee thus arbitrarily reassigned shall be entitled to the first vacancy in his level and craft or occupational group in the installation from which transferred. Reassignment Within an Installation of Employees Excess to the Needs of a Section e. The identification of assignments comprising for this purpose a section shall be determined locally by negotiations between the installation head and the organization having local exclusive recognition for the craft and occupational group. If no or- ganization has such exclusive recognition the installation head shall identify the section after consultation with employee or- ganizations having formal recognition at the local level. b. Regular employees, excess of the needs of a Section, starting with that employee who is junior in the same craft or occupational group, assigned in that section, shall be reassigned outside the Section, but within the same craft and occupational group. They shall retain their seniority and may bid on any existing vacancies. c. Such reassigned regular employee retains the right to retreat to the section from which withdrawn only upon the occurrence b. A realistic appraisal shall be made of the number of employees by crafts or occupations who will be needed in the station after transfer, and potential vacancies within these requirements created by the unwillingness of employees to follow the station to the new jurisdiction shall be posted for bid on an office-wide basis in the losing installation. c. If the postings provided in paragraph 3.b., preceding, do not result in sufficient employees to man the trans- ferred classified station or classified branch, junior em- ployees, by craft or occupational group on an installation- wide seniority basis in the losing installation, shall be involuntarily reassigned to the classified station or classi- fied branch and each employee thus involuntarily re- assigned shall be entitled to the first vacancy in his level and craft or occupational group in the installation from which transferred. 4. Reassignment Within an Installation of Employees Excess to the Needs of a Section: 3. The identification of assignments comprising for this pur- pose a section shall be determined locally by negotia- tions or consultation as appropriate between the installa- tion head and the organization having local exclusive QI formal recognition for the craft and occupational group. If no sections are established immediately by negotiation or consultation, as appropriate, the entire installation shall comprise the section. . Regular employees, excess to the needs of a section, starting with that employee who is junior in the same craft or occupational group and in the same levei as- signed in that section, shall be reassigned outside the section but within the same craft and occupational group. They shall retain their seniority and may bid on any existing vacancies for which they are eligible to bid. If they do not bid, they may be assigned in any vacant duty assignment for which there was no senior bidder in the same craft and installation. Their preference_i sº % - Q–25 considered if more than one such assignment is available. of the first vacancy. Failure to bid for the first available vacancy will end such retreat right. The assignment vacated by the reassignment of the junior em- ployee from the section shall be posted for bid of the regular employees in the section. If there are no bids the junior re- maining employee in the section shall be assigned to the vacancy. A rural carrier becoming a city carrier upon the conversion of a rural route to city delivery shall permanently assume seniority one day junior to that of the junior city carrier or shall retain his own seniority, whichever is less. c. Such reassigned regular employee retains the right to retreat to the section from which withdrawn only upon the occurrence of the first residual vacancy after employees in the section have completed bidding. Fail- ure to bid for the first available vacancy will end such retreat right. . The duty assignment vacated by the reassignment of the junior regular employee from the section shall be posted for bid of the regular employees in the section. If there are no bids, the junior remaining unassigned regular employee in the section shall be assigned to the vacancy. . A rural carrier becoming a city carrier upon the conver- sion of a rural route to city delivery shall permanently assume seniority one day junior to that of the junior regular city carrier or shall retain his own seniority, whichever is less. . A mobile station is a section. See section C.6 of this article. - Directs local determination of sections. If sections not established immediately entire installation comprises section, For example, if local agreements negotiated October 10 - November fail to identify sections the local parties may not at a later date designate sections even by mutual agreement. Where only formal recognition exists, installation head should consult as soon as possible with employee organization if either party wishes to designate sections. Incorporates interpretation that excessing applies only within a salary level. Grants choice of posted and unclaimed vacant assignments to unassigned regular who does riot bid, Incorporates 1964 Labor-Management Interpretation Incorporates 1964 Labor-Management Interpretation Neºye Mobile station defined as section - not subject of local options 5. Reduction in the Number of Employees in an Installation. Other than by Attrition 5. Reduction in the Number of Employees in an Installation Other than by Attrition: When for any reason an installation must reduce the number of em- a. Reassignments within installation: When for any reason ployees more rapidly than is possible by normal attrition that in- an installation must reduce the number of employees stallation: more rapidly than is possible by normal attrition (ex- Mobile Station excepted cept as provided for in section C.6. of this article for a. Shall determine by craft and occupational group the number mobile stations) that installation: - of excess employees; b. Shall to the extent possible minimize the impact on career em- ployees by separation of temporaries; (1.) Shall determine by craft and occupational group the number of excess employees; (2.) Shall, to the extent possible, minimize the impact on career employees by separation of all temporaries; (3.) Shall, to the extent possible, minimize the impact c. Shall to the extent possible minimize the impact on regular posi- on regular positions by reducing substitute hours; tions by reducing substitute hours; (4.) Shall identify as excess the necessary number of s g a g junior regular employees in the craft and occupa- d. Shall identify as excess the necessary number of junior regular tional group affected, on an installation-wide basis employees in the craft and occupational group affected, on an installation-wide basis, and make reassignments within the in- stallion as follows: within the installation, and make reassignments of an excess career regular employee who meets the minimum qualifications for a vacant assignment in another craft in the same installation, shall be invol- Clarifies past rule - 5.d (1) (1) An excess regular employee who is qualified for a vacant untarily reassigned in the same or lower level with assignment of his level in another craft shall be arbitrarily seniority, whichever is the lesser of: reassigned with seniority in the other craft as provided in (a) one day junior to the seniority of the junior general paragraph 12, Article XII. (Seniority Supplemental regular employee in the same level and craft or —Section D.2.c. shall not apply.) occupational group in the installation to which Establishes seniority assigned, or (2) He shall be returned at the first opportunity to the craft (b) the seniority he had in the craft from which re- from which he was reassigned. assigned. The 5-year rule does not apply. (5.) He shall be returned at the first opportunity to the (3) When returned he retains seniority previously attained in craft from which he was reassigned. the craft augmented by his intervening employment in the (6) When returned, he retains seniority previously at other craft. tained in the craft augmented by his intervening em- ployment in the other craft. (4) The right of election by a senior employee provided in para- (7.) The right of election by a senior employee provided graph e.(1) below is not available for this cross-craft re- assignment within the installation. e. Reassignments to other Installations. (1) After making reassignments within the installation, arbi- trarily reassign such excess regular employees, starting with the junior, as provided for employees of a discounted instal- lation (see general item 12), except that any senior em- ployee in the same craft or occupational group in the same installation may elect to be reassigned to the gaining instal- lation and take the seniority of the junior regular employee subject to arbitrary reassignment. in paragraph b.(3.), below is not available for this cross-craft reassignment within the installation. b. Reassignments to other installations after making re- assignments within the installation: (1.) Involuntarily reassign such excess regular employees starting with the junior with their seniority for duty assignments to vacancies in the same or lower level in the same craft or occupational group in installa- tions within 100 miles of the discontinued installa- tion, or in more distant installations, if after consul- tation with the affected organization it is determined that it is necessary, the department will designate such installations for the reassignment of excess reg- ular employees. §ote: means the losing installation. 231-420 O – 66 – 8 100 mile rule relaxed reference to discontinued installatio (2) (3) If more than one senior regular employee elects to be re- assigned to the gaining installation, the senior of such regulars shall take the seniority of the junior employee with the most seniority; the next such senior regular shall take the seniority of the next junior employee with the next most seniority, and so on. Such senior employees who elect to accept reassignment to the gaining installation do not have retreat rights. (4) A regular employee shall have the option of changing to career substitute in the same craft or occupational group in lieu of arbitrary reassignment. (5) Employees involuntarily reassigned under 5e.(1) above, other than senior employees who elect to be reassigned in place of junior employees, shall be entitled at the time of such reassignment to file a request to be returned to the first vacancy in the level, in the craft or occupational group in the installation from which reassigned, and such request shall be honored so long as he does not withdraw it or decline to accept an opportunity to return in accordance with such request. (2.) (3.) (4.) (5.) (6.) Involuntarily reassign regular employees for whom consultation did not provide for placement under b.(1.) above in other crafts or occupational groups in which they meet minimum qualifications at the same or lower level with permanent seniority for duty assignments whichever is lesser of: (a.) one day junior to the seniority of the junior reg- ular employee in the same level and craft or occupational group in the installation to which assigned, or (b.) the seniority he had in the craft from which re- Tassigned. The 5-year Fuſe does not apply. Any senior employee in the same craft or occupa- tional group in the same installation may elect to be reassigned to the gaining installation and take the seniority of the senior regular employee subject to involuntary reassignment. Such senior employees who accept reassignment to the gaining installation do not have retreat rights. When two or more such vacancies are simultane- ously available, first choice of duty assignment shall go to the Senior employee entitled by displacement from a discontinued installation to such placement. A regular employee shall have the option of chang- ing to career substitute in the same craft or occupa- tional group in lieu of involuntary reassignment. Employees involuntarily reassigned under b.(1) and (2.) above, other than senior employees who elect to be reassigned in place of junior employees, shall be entitled at the time of such reassignment to file a written request to be returned to the first vacancy in the level, in the craft or occupational group in the installation from which reassigned, and such re- quest shall be honored so long as he does not with- draw it or decline to accept an opportunity to return in accordance with such request. clarifies seniority standing Use of word "senior" instead of junior reflects 1964 interpretation and application. Written request required for evidence of retreat right. 6. Reductions in RPO, HPO or Transfer Office Employment: a. Order of Withdrawal: Withdraw the junior clerk on the basis of service seniority, pool clerks at the different headouts of the same RPO or HPO to select the junior clerk. b. Election: (1) A supervisor or a senior clerk may elect to take the place of a clerk being withdrawn by permanently taking that clerk's service seniority. Employees who have made this election before September 30, 1961, regain their service seniority when returned to the RPO, HPO or transfer office from which withdrawn. (2) A supervisor withdrawn from his level may be changed to a clerk at this request. If no assignment is vacant the junior employee shall be withdrawn therefrom and the supervisor placed in the assignment so vacated. 6. Reduce RPO or HPO Employment. Including Employment in Mobile Stations: a. Order of Withdrawal, RPO or HPO (1.) Withdraw the junior regular clerk(s) (on the RPO or HPO) on the basis of seniority. Pool regular clerks at the different headouts of the same RPO or HPO to select the junior regular clerk(s). (2.) The junior clerk(s) for whom there is no regular assignment in the RPO or HPO shalſTbid. With other regular clerks in the same mobile -starform-for-aſſy vacant road assignment(s). If there is no vacant regular assignment in the mobile station, Section b. below applies to identify the excess clerk(s). b. Order of Withdrawal, Mobile Stations (1.) (2.) (3.) (4.) When for any reason the number of regular clerks in a mobile station must be reduced the necessary number of junior regular clerks therein shall be identified as the excess clerks. A senior nonexcess clerk in a mobile station may elect to be reassigned in place of an excess clerk, with seniority as provided for in Section e. below. His election must be made before excess clerks choose the mobile station or stationary installation in which to be reassigned. An excess regular clerk shall have the option of changing to career substitute distribution clerk, RPO or HPO, in lieu of arbitrary reassignment to a vacant regular clerk assignment. A regular clerk who is not assigned as a result of bidding shall be assigned within the mobile station in any vacancy for which there was no senior bidder. c. Reassignment of Excess Clerks (1) Excess regular road clerks, including senior clerks Who eſect to be reassigned in place of excess clerks, are subject to reassignment in the clerk craft with retention of seniority for preferred assignments as that seniority is defined in the Supplemental Agree- ment, Seniority. They may elect among Depart- mental designated vacant clerk assignments TTOther mobile stations and stationary Installations. TWhen more than one excess elects reassignment to the same vacant assignment, the clerk who has the greater seniority for preferred assignments shall be reas- (2.) signed. Mobile stations and stationary installations to which reassignment in the clerk craft can be made will be designated by the Post Office Department. Desig- nated clerk assignments mean assignments in desig. nated mobile stations and stationary installations which remain vacant after bidding by regular clerks therein. Vacant assignments shall include actual vacancies and increase in clerk complement. All of Section 6 Incorporates Agreement negotiated with Clerks covering RPO and HPO employees. (See Postal Bulletin 20522, March 17, 1966) (3.) Excess clerks reassigned pursuant to their election among designated vacant assignments are reassigned involuntarily. (4.) Clerks involu:, ; arily reassigned, other than senior clerks who elected to be reassigned in place of ex- cess clerks and clerks who eſect to be reassigned to a stationary installation not at the mobile station headquarters, shall be entitled at the time of reas- signment to apply in writing to be returned to the first clerk vacancy (the assignment remaining vacant after bidding by clerks therein) in the mobile station from which reassigned and such application shall be honored so long as he does not withdraw it or de- cline to accept an opportunity to return. If more than one clerk is an applicant for return to the same vacant assignment, selection for reassignment shall be based upon seniority for preferred assignments. (5.) When an excess road clerk is reassigned in a station- ary installation, who then is currently qualified in vi ination, he will have his name placed on the supervisory eligible register for the stationary InStäTſation. (6.) A clerk's election to be reassigned in a stationary installation in TPFSTassignmeTas-FF57-57FröF in Section c.(1) above, is his request for reduction to salary level 4. Salary protection benefits provided for by instructions in the Postal Manuaſ are not lost by the election to be reduced by an excess clerk, or by a senior clerk, if in his case, it is reasonable föT5ETTEVEThe TWTTBecome excess in the relatively Inear future. d. Reassignment of Substitutes in Excess of Quota (1.) When there is an excess of the legal substitute quota Öf DEVETSTEREETITIOEITETSUIESütütéS assigned in that mobile Station, the junior Substitutes equal in num- ber to such ex will iven transfer 19 another mobile station OI 2. stationary installation in the cler it desi l_by_the_d O - Sultation with the organization. Substitutes so transferred will be placed at the foot of the substitute roll in the mobile station Stå- Oſlº asſºlatiºn.TOTwhich Treassigne:ITUpSE Shange to Bºulai from the £E of the substitute roll, seniority for preferred assignments shall include his Substit vice and the seniority he d in th * , mobile station from which reassigned. senior. S itute in the same I elect tº be reassigned a k iOrit f - excessed substitute. Excess RPO-HPO Substit seniority determined. utes defined and Original language rks (Postal 8 (2.) Mobile substitutes reassigned to other mobile sta- tions or stationary installations have retreat rights föThe first STBSTITUTETVäCancy in the losing mobile station according to their standing on the substitute rolſ in the losing mobile station but such retreat right does not extend to substitutes who elect to re- quest reassignment in place of the junior substitutes. (3.) The right to return is dependent upon a written re- quest made at time of reassignment from the mobile station and such request shall be honored unless it is withdrawn or an opportunity to return is declined. (4.) Reassignment to a stationary installation under (1.) above is considered a request for reduction to salary IEVETATSãTâry protection benefits provided for by A instructions in the postal manual are not lost by the election to be reduced. 7. Centralized Mail Processing and/or Delivery Installation: a. When the operations at a centralized post office or other mail processing and/or delivery installation result in an excess of regular employees at another installation(s), regular employees who are excess in a losing installa- tion(s) by reason of the change, shall be reassigned as provided in section 5.b., such reassignments shall be treated as details for the first 180 days to avoid inequities in the selection of preferred duty assignments by regular employees in the gaining installation. -ºr b. Previously established preferred duty assignments which Thecome Vacant before expiration of the detail period must be posted for bid and awarded to eligible regular employees then permanently assigned in the gaining in- stallation. TExcess career substitute employees may be reassigned as provided for in section C.9. c. All new duty assignments created in the gaining installa- tion and all other vacant duty assignments in the cen- tralized installation, shall be posted for bid. One hun- dred eighty days is computed from the date of the first defälſ of an employee. Bidding shall be open to all regular employees of the craft involved at the gaining installation. This includes regular employees assigned to the gaſſing TāsīāſāTIOR. 8. Reassignments—Motor Vehicle: a. When a vehicle maintenance facility is established to re- place an auxiliary garage, regular and substitute craft pôSITIONSTITThe gaining installation are to be posted in the losing installation for applications by regular and substitute Temployees, respectively. Senior qualified ap- plicants shall be reassigned without loss of seniority, but not to exceed the number of excess employees in the losing installation. Retreat rights defined. ... . salary protection explained. ! Does not apply to new installation consolidates in one subsection the principles and the application of the past agreement. (Note: C 5 determines excess from 10sing installations and B 7 determines filling assignments when staffing new installation} Uses same principle of reassignment as provided for reduction of employees in an in- sta11ation other than by attrition. Posting and filling previously established perferred duty assignments is not delayed during the 180 day period referred to in 'a' above. They must be posted to eligible regulars. This doesn't include regular employees assigned on a detail basis from losing installations. When the 180 days detail period is up all new as well as vacant duty assignments must be posted. WRegular employees previously assigned to the installation and regulars detailed during the 180 day period compete for the assignments. Special Motor Vehicle Rule - New Seniors may be reassigned by bid, without loss of seniority from a losing to a gaining installation in 3 defined situations this is the opposite of other excess situations in which the juniors go or the seniors with juniors seniority. b. When a vehicle maintenance facility is established to replace vehicle maintenance in a perimeter office, regular and substitute craft positions in the new maintenancé facility shall be posted in the losing installation for ap- plications by regular and substitute employees, respec- tively. Senior qualified applicants shall be reassigned without loss of seniority, but not to exceed the number of excess employees in the losing installation. c. When vehicle operations are changed by transfer from one installation to another, new regular and substitute craft positions shall be posted for applications in losing installation by regular and substitute employees in the craft, respectively. Senior qualified applicants shall be FEassigned WITHOUTTOSS OF SETIOFITy, EUTROTTO Exceed the number of excess employees in the losing installa- tion. d. After all reassignments have been made to the gaining InStäITātion, EUFSūānſ to Sections a., b., and c., the new regular assignmeRTSTITTHETEäTTHETHStäTâûOTShāT5e posted for bids. e. If, after establishment of a new installation, operations result in further excess at losing installation(s), the pro- cedures in Section a..., E.T.C., and d. above, apply to re- assign senior applicants from the losing installation(s) to positions in the new installation. . Reassignment—Substitutes in Excess of Quota (other than mobile and motor vehicle.) Where there are career substitute employees in excess of the Iegaſ substitute quota for the craft for whom work is not available, substitutes lowest on the substitute roll equal in filińBEFTSTSUCHTEXCESS Tay at their option be reassigned föThe foot of the Sū5Stitute TOTTIn the same of another craft in another installation: a. An excess substitute employee reassigned to another craft in the same or another installation shall be assigned to the foot of the substitute roll and begin a new period of seniority. b. An excess substitute employee reassigned to the same raft in another installation shall be placed at the foºt of the substitute roll. Upon his change to regular from the top of the substitute roll his seniority for preferred assignments shalſ include the seniority he had in the losing installation augmenTETEyThis substitute service in the gaining installation. c. A senior substitute in the same craft or occupational group in the same installation may elect to be reassigned in another installation in the same or another craft and take the seniority (if any) of the senior excess substitute being reassigned, as set forth in a. and b., above. " Once a situation develops in which seniors go from losing installation to gaining installation without loss of seniority, the same procedure applies forever more to reassign seniors from losing installations to new positions in the new installation. Procedures for excessing career subs (new). Notice the reassignment is at the sub's option. Cross-craft reassignment requires beginning new period of seniority. Reassignment in same craft to another installation requires placement at foot of sub roll but does not result in permanent loss of seniority. Full seniority is restored upon change to regular. Senior sub may elect to be reassigned but takes seniority (if any) of junior he is replacing. ARTICLE XIII Assignment of Ill or Injured Employees A. Introduction The Department and Organizations with exclusive recognition rights, recognizing their responsibility to aid and assist deserving employees who through illness or injury are unable to perform their regularly assigned duties, agree to the following provisions and conditions for reassignment to temporary or permanent light duty or other assignments. It will be the responsibility of each postmaster to implement the provisions of this agree- ment within his office. B. Employee's Request for Reassignment 1. Temporary Reassignment Any employee recuperating from a serious illness Or injury and temporarily unable to perform his regularly assigned duties may submit a written request to the postmaster for temporary assign- ment to a light duty or other assignment. The request shall be sup- ported by a medical statement from a licensed physician, stating when possible the anticipated duration of the convalescence period. Employee agrees to submit to a further examination by a Public Health Service doctor or a physician designated by the postmaster, if that official so requests. d. The Department will designate, after consultation wit which excess substitutes may request to be reassigned, beginning with Vacancies in other crafts in the same in- Staſſation; Tthen Vacancies in the same craft in other in- stätſärſons, and fiſäTy, VäCâncIESTOther crafts in other installations, making the designations to minimize relo- Catſon hardships to the extent practicable. e. Substitutes reassigned to another craft in the same instal- lation shall be returned to the first substitute vacancy Within the CFäff and Teveſ from which reassigned. f . Substitutes reassigned to other installations have retreat FightSTOTHETEXTSUCH Văcăncy according to their stand- ing on the substitute Foſſ in the losing installation but such retreat right does not extend to substitutes who elected to request reassignment in place of the junior substitutes. g. The right to return is dependent upon a written request made at the time of reassignment from the losing instal- lation and such request shall be honored unless it is withdrawn or an opportunity to return is declined. -- ARTICLE XIII Assignment of Ill or Injured Regular and Substitute Employees A. Introduction The Department and Organizations with exclusive recognition rights, recognizing their responsibility to aid and assist de- serving career regular and substitute employees who through illness or injury are unable to perform their regularly assigned duties, agree to the following provisions and conditions for reassignment to temporary or permanent light duty or other assignments. It will be the responsibility of each installation head to implement the provisions of this agreement within his office. B. Employee’s Request For Reassignment 1. Temporary Reassignment a. Any career regular or substitute employee recuperating from a serious illness or injury and temporarily unable to perform his assigned duties may voluntarily submit a written request to the installation head for temporary as- signment to a light duty or other assignment. The request shall be supported by a medical statement from a li- censed physician, stating when possible the anticipated duration of the convalescence period. Such employee agrees to submit to a further examination by a Public Health Service doctor or a physician designated by the installation head, if that official so requests. b. A mobile unit career employee shall submit a written request to the postmaster in charge of the RPO or HPO to which he is assigned for a temporary light duty assign- ment in his post office or in a post office near his home in the clerk craft. The postmaster receiving the request will make every effort to place the ill or injured mobile unit employee in the clerk craft. Department determines available vacancies after consultation. Subs may not elect to stay in craft to which reassigned in same installation. Retreat rights similiar to retreat rights for regulars. This change makes the article applicable to both career regular and sustitute employees. A 1965 Labor Management decision had limited the articles application to career regulars. Change emphasizes that employee may, on his own, request to be assigned to a light duty job. Designates postmaster to whom mobile unit employees submit request for 11ght duty assignments. Placement is limited to clerk craft. 2. Permanent Reassignment Any ill or injured employee having a minimum of ten years serv- ice, or any employee who sustained injury on duty while performing his assigned duties can submit a written request for permanent reassignment to light duty or other assignment to the postmaster if he is permanently unable to perform all or part of his regularly assigned duties. The request shall be accompanied by a medical certificate from the United States Public Health Service or a physi- cian designated by the postmaster giving full evidence of the physical condition of the employee, the need for reassignment and the ability of the employee to perform other duties. A certificate from the employee's personal physician will not be acceptable. Postmasters shall show the greatest consideration for employees requiring light duty or other assignments, giving each request careful attention, and reassign employees to the extent possible in his office. When a request is refused the postmaster shall notify the concerned employee in writing, stating the reasons for his inability to reassign him. C. Local Implementation It is desirable, due to varied size post offices and conditions within post offices, that the following important items having a direct bearing on these reassignment procedures, shall be determined by negotiations between the postmasters and the organizations having exclusive recognition at the local installations, or consultation with formal organizations. 1. Establishment of Light Duty Assignments—Through local negotia- tions or consultation as appropriate, each office will establish the assignments that are to be considered light duty for each craft repre- sented in the office. These negotiations or consultation should ex- plore ways and means to make adjustments in normal assignments, to convert them to light duty assignments without seriously affecting the production of the assignment. 2. Permanent Reassignment a. Any ill or injured career regular or substitute employee having a minimum of ten years of postal Service, or any Career regular or substitute employee who sustained in- jury on duty while performing his assigned duties can submit a voluntary request for permanent reassignment to light duty or other assignment to the postmaster if he is permanently unable to perform all or part of his as- signed duties. The request shall be accompanied by a medical certificate from the United States Public Health Service or a physician designated by the postmaster giv- ing full evidence of the physical condition of the em- ployee, the need for reassignment and the ability of the employee to perform other duties. A certificate from the employee's personal physician will not be acceptable. b. A mobile unit career employee shall submit a written request to the postmaster at his mobile station for per- manent reassignment to light duty, or other assignment in PFS-5 or 4 in the stationary installation if he is per- manently unable to perform duty in the RPO or HPO. His request is his application for change to the salary level in which he can be assigned in a light duty or other assignment. 3. Postmasters shall show the greatest consideration for career regular or substitute employees requiring light duty or other assignments, giving each request careful attention, and re- assign such employees to the extent possible in his office. When a request is refused the postmaster shall notify the concerned employee in writing, stating the reasons for his inability to reassign him. C. Local Implementation Due to varied size post offices and conditions within post offices, the following important items having a direct bearing on these reassignment procedures (establishment of light duty assignments) should be determined by negotiations between the installation head and the Organization having exclusive recognition at the local installations, or consultation with for- mal organizations. 1. Through local negotiations or consultation as appropriate, each office will establish the assignments that are to be con- sidered light duty within each craft represented in the office. These negotiations or consultations should explore ways and means to make adjustments in normal assignments, to con- vert them to light duty assignments without seriously affect- ing the production of the assignment. - 2. Light duty assignments may be established from auxiliary hours, to consist of 8 hours or less in a service day and 40 hours or less in a service week. The establishment of such assignment does not guarantee any hours to a Substi- tute employee. For permanent reassignment, mobile unit career employee submits request to Postmaster at his mobile station. Note difference from procedure for temporary reassignment. Employees San request assignments in PFS-5 or PFs-4. This is a voluntary action and assignment in PFS-4 results in salary reduction. The change in introductory paragraph means that the establishment of light duty assignments may be determined in local negotiations. It is no longer compulsory as in former agreement. While the Department is greatly concerned and anxious to aid and assist ill or injured employees caution should be exercised in determining light duty assignments. Permits establishing of light duty assignments of 8 hours or less in a day and 40 hours or less in a week from auxiliary hours. Previously, such assignments could be established only on an 8 in 10 hour basis. Notice this provision is not mandatory. 2. Number of Light Duty Assignments—The number of assignments within each craft that may be reserved for temporary or permanent light duty assignments, consistent with good business practices, shall be determined by past experience as to the number of reassignments that can be expected during each year, and the method used in re- serving these assignments to insure that no regularly assigned em- ployee will be adversely affected, will be defined through local negotiations. D. General Policy and Procedures Every effort should be made to reassign the concerned employee within his present craft or occupational group. After all efforts are exhausted in this area, consideration will be given to reassignment to another craft or Oc- cupational group within the same installation. The employee must be able to meet the qualifications of the position to which he is reassigned on a permanent basis. On temporary reassignment, qualifications can be modified provided excessive hours are not used in the operation. The reassignment of any employee to a temporary or permanent light duty or other assignment shall not be made to the detriment of any regular em- ployee on a scheduled assignment. The reassignment of any employee under the provisions of this Article to an agreed-upon light duty temporary or permanent or other assignment within the office, such as type of assignment, area or assignment, hours of duty, etc., will be the decision of the postmaster who will be guided by the examining physician’s report, employee's ability to reach his place of employment and ability to perform the duties involved. An additional position can be authorized within the craft or occupa- tional group to which the employee is being reassigned, if the additional position can be established out of the auxiliary hours being used in that operation without increasing the overall hour usage. If this cannot be accomplished then consideration will be given to reassignment to an existing vacancy. 231-420 O - 66 - 9 1 2 3 5 . Number of Light Duty Assignments—The number of as- signments within each craft that may be reserved for tem- porary or permanent light duty assignments, consistent with good business practices, shall be determined by past ex- perience as to the number of reassignments that can be ex- pected during each year, and the method used in reserving these assignments to insure that no regularly assigned em- ployee will be adversely affected, will be defined, through local negotiations. The light-duty employee's tour hours, work location and basic workweek shall be those of the light duty assignment and the needs of the service, whether or not the same as for his previous duty assignment. - General Policy and Procedures . Every effort shall be made to reassign the concerned em- ployee within his present craft or occupational group, After all efforts are exhausted in this area, consideration will be given to reassignment to another craft or occu- pational group within the same installation. . The career regular or substitute employee must be able to meet the qualifications of the position to which he is re- assigned on a permanent basis. On temporary reassign- ment, qualifications can be modified provided excessive hours are not used in the operation. . The reassignment of a career regular or substitute em- ployee to a temporary or permanent light duty or other assignment shall not be made to the detriment of any regular employee on a scheduled assignment or give a reassigned substitute preference over other substitute em- ployees. --> --> T-> ---- - - - - - - - - - - - - - - - - - - - - - - - - - . The reassignment of a career regular or substitute em- ployee under the provisions of this Article to an agreed- upon light duty temporary or permanent or other assign- ment within the office, such as type of assignment, area of assignment, hours of duty, etc., will be the decision of the installation head who will be guided by the examining physician's report, employee's ability to reach his place of employment and ability to perform the duties involved. . An additional regular position can be authorized within the craft or occupational group to which the employee is being reassigned, if the additional position can be estab- lished out of the auxiliary hours being used in that opera- tion without increasing the overall hour usage. If this cannot be accomplished then consideration will be given to reassignment to an existing vacancy. Emphasizes that employees work schedule etc. must conform to light duty assignment, not vice versa. If employee previously worked tour two, but the light duty assignment is on tour three, he must work tour 3. This is very important and close attention should be paid to this provision. "shall" has stronger intent than "should" Change **Cessary because of ex tension of °overage to career subs. The postmaster shall review each temporary reassignment once each postal quarter to determine the need for continuation of the assignment, requesting the reassigned employee to submit to a medical review by the United States Public Health Service or a physician designated by the Postmaster if the postmaster believes such action is necessary. E. Filling Vacancies Due to Reassignment of an Employee to Another Craft When it is necesary to permanently reassign an ill or injured employee who is unable to perform his regularly assigned duties, from one craft to another craft within an office, the following procedures will be followed; 1. The resulting regular vacancy in the complement, not necessarily in the particular duty asignment, of the losing craft or occupational group from which the employee is being assigned shall be posted to give regular employees in the gaining craft the opportuniy to be assigned to the vacancy if they so desire. 6. The installation head shall review each light duty reassign- 10. 11. ment at least once each year, or at any time he has reason to believe the incumbent is able to perform satisfactorily in other than the light duty assignment he occupies. This Review is to determine. The need for continuation of the employee in the light duty assignment. He may be re- quested to submit to a medical review by the United States Public Health Service or by a physician designated by the installation head if he believes such examination to be necessary. . When a regular employee in a temporary light duty assign- ment is declared recovered on medical review, he shall be returned to his former duty assignment, if it has not been discontinued. If his former regular assignment has been discontinued, he becomes an unassigned regular employee. . If a regular employee is reassigned in another craft for permanent light duty and he later is declared recovered, on medical review, he shall be returned to the first avail- able regular vacancy in complement in his former craft. Pending his return to his former craft he shall be an un- assigned regular. His seniority shall be restored to include service in the light duty assignment. . When a career regular employee who has been awarded a permanent light duty assignment within his own craft is declared recovered, on medical review, he shall become an unassigned regular. When a career substitute on temporary light duty is de- clared recovered his detail to light duty shall be terminated. When a career substitute who has been reassigned in an- other craft on permanent light duty is declared recovered, his assignment to light duty shall be terminated. Section D.8., above, does not apply even though he has advanced to regular while on light duty. E. Filling Vacancies Due to Reassignment of an Employee to Another Craft When it is necessary to permanently reassign an ill or injured career regular or substitute employee who is unable to perform his regularly assigned duties, from one craft to another craft within the office, the following procedures will be followed: 1. When the reassigned employee is a career regular employee, the resulting regular vacancy in the complement, not neces- sarily in the particular duty assignment, of the losing craft from which the employee is being assigned shall be posted to give the senior of the regular employees in the gaining craft the opportunity to be assigned to the vacancy, if de- sired. New. Previously this review was for temporary assignment only; these were reviewed quarterly. he review is for permanent as well as temporary assignments and can be made at any time the installation head deems necessary." ..but at least once each year. Since Provision has been made for review of light duty assignments, rules are necessary to Provide for reassignment of employees. no longer in need of light duty. These *** covered in paragraphs 7 thur 11. NOTE: In paragraph 11 that a career sub reassigned across craft for light duty then declared recovered, is not returned to his former craft. Differentrates between regular and sub. Deletion of words "or occupational group" clarifies that the resulting vacancy is in complement of the craft, not the occupational group. 2. If no regular accepts the opportunity to be asisgned to the vacancy in the complement, not necessarily in the particular duty assignment, in the other craft, the senior substitute on the opposite roll who wishes to accept the vacancy shall be assigned to the regular vacancy in the complement of the craft of the reassigned employee. F. Seniority of an Employee Assigned to Another Craft An employee assigned to another craft or occupational group in the same or lower level in the same installation shall take the seniority for preferred tours and assignments whichever is the lesser of (a) one day junior to the junior regular employee in the craft or occupational group, (b) retain his own seniority. ARTICLE XIV Compensation—Higher Level Duties Higher Level Compensation: Conditions for payment of salary to an employee detailed to perform the duties of a position in a salary level higher than his own. A. Compensation payable after 30 days of creditable higher level service: 1. Any employee who has served in any higher level position on and after October 12, 1962 shall be given credit beginning January 1, 1963, for time served in one of the positions of higher level. This accumulated time shall be added to any other time served in the same higher level position on and after January 1, 1963. After 30 working days of total creditable service has been accumulated the employee shall be paid at the higher rate pursuant to law. 4. . If no regular accepts the opportunity to be assigned to the vacancy in the complement, not necessarily in the particular duty assignment in the other craft, the Senior of the career substitutes on the opposite roll who wishes to accept the vacancy shall be assigned to the regular vacancy in the complement of the craft of the reassigned employee. . When the reassigned employee is a career substitute, the resulting vacancy in the substitute quota in the losing craft shall be posted to give the senior of the regular or substi. tute employees in the gaining craft the opportunity to be assigned to the substitute vacancy if desired, to begin a new a period of seniority at the foot of the substitute roll. The rule in 1, and 2, above, applies when a regular em: ployee on permanent light duty is declared recovered and he is returned to his former craft, to give the senior of the regular or substitute employees in the gaining craft the opportunity, if desired, to be assigned in the resulting regu- lar vacancy in the complement, not necessarily in the par- ticular duty assignment, of the losing craft. Seniority of an Employee Assigned to Another Craft ... Except as provided for in section D.8, above, a regular employee assigned to another craft or occupational group in the same or lower level in the same installation shall take the Seniority for preferred tours and assignments whichever is the lesser of (a) one day junior to the junior regular em- ployee in the craft or occupational group, (b) retain the Seniority he had in his former craft, . A career substitute employee who is permanently assigned to a regular or substitute assignment in another craft, under the provisions of this Article, shall begin a new period of seniority. If assigned as a substitute, it shall be at the foot of the substitute roll. ARTICLE XIV Higher Level Pay . Compensation payable after 30 days of creditable higher level service: . Any employee who has served in any higher level position on and after October 12, 1962, shall be given credit be- ginning January 1, 1963, for time served in one of the positions of higher level. This accumulated time shall be added to any other time served in the same higher level position on and after January 1, 1963. After 30 working days of total creditable service has been accumulated the employee shall be paid at the higher rate pursuant to law. A new provision for filling resulting vacancies when career sub is reassigned to light duty or other assignment. NOTE Seniority provision. Establishes seniority for regulars assigned cross craft. His seniority if returned to his original craft is covered in D 8 above. Establishes seniority of career subs assigned cross-craft. NOTE that even when sub goes cross craft to fill regular vacancy under E-2 above (when no regular accepts opportunity to be assigned to a vacancy in another craft), he begins a new period of seniority. © Any employee who on and after January 1, 1963, serves in any higher level position shall accumulate and carry over all such credit from January 1, 1963, to each succeeding calendar year. Once an employee has accumulated 30 days of creditable service in a higher level he does not have to reaccumulate such days year after year for entitlement to immediate pay when assigned to perform the duties of any position in a higher level. Clerks in Third Class Offices. For any absence of the postmaster on day(s) for which the postmaster has been officially and pre- viously scheduled for duty, the clerk assigned to replace the post- master will receive, for each day of such absence, compensation at the rate of the postmaster's position after 30 days of assignment to the higher level position. Compensation immediately upon assumption of creditable higher level service: An employee demoted to a lower level position shall upon detail to an established and ranked position in a higher level, not higher than the position ranking formerly held, be immediately eligible for higher level compensation. An employee detailed to a seasonal or temporary limited, established and ranked position of higher level, except acting postmaster, shall be eligible immediately upon assumption of the duties of the seasonal or temporary limited position. A post office employee in a stationary unit who is detailed to road duty in an RPO or HPO in a higher level position shall be eligible- immediately for higher level compensation. Pay for service as a dis- tribution clerk, RPO or HPO PFS-5, shall be at the appropriate substitute rate. Pay for road duty in positions in PFS-6 or above shall be computed as if rendered in a surplus capacity. . Any employee who on and after January 1, 1963, serves in any higher level position shall accumulate and carry over all such credit from January 1, 1963, to each succeeding calendar year. . Once an employee has accumulated 30 days of creditable service in a higher level he does not have to reaccumulate such days year after year for entitlement to immediate pay when assigned to perform the duties of any position in a higher level. B. Compensation payable immediately upon assumption of creditable higher level service: 1. An employee demoted to a lower level position shall upon detail to an established and ranked position in a higher level, not higher than the position ranking formerly held, be immediately eligible for higher level compensation. . An employee detailed to a seasonal or temporary limited, established and ranked position of higher level, except act- ing postmaster, shall be eligible immediately upon assump- tion of the duties of the seasonal or temporary limited posi- tion. . A post office employee in a stationary unit who is detailed to road duty in an RPO or HPO in a higher level position shall be eligible immediately for higher level compensation. Pay for service as a distribution clerk, RPO or HPO,PFS-5, shall be at the appropriate substitute rate. Pay for road duty in positions in PFS-6 or above shall be computed as if rendered in a surplus capacity. . Any employee other than an assistant postmaster who is detailed to the postmaster's position while the postmaster Paragraph 4 of the old agreement which covered clerks in third class offices relieving Postmasters has been deleted. See B 4 below. Higher level pay when relieving Postmaster now is not limited to third class offices but covers all employees. Furthermore, employees are eligible for immediate higher level pay. Previously 30 days of assignment were required. Note, however, the higher level pay applies only when detailed to the Postmaster's position while Postmaster is absent from scheduled duty for a whole day, will receive higher-level compensation for the hours embraced by the postmaster's schedule for each day at the rate of 1/260 of o the appropriate step in the level of the postmaster's position is absent from scheduled duty for a whole day. Higher level pay does not apply on Postmasters scheduled day off nor when he is absent for less than a full day. 4. Any regular employee in the clerk, city carrier and special delivery messenger crafts detailed to higher level “preferred assignments” previously established and ranked position shall be immediately eligible for higher level compensation under these conditions: a. The position shall be one of those listed below: Position Number Title Craft or Crafts K.P. 17 Claims Clerk—Paying Office Clerk S.P. 2–3 Information Clerk Clerk S.P. 2–4 Scheme Examiner Clerk S.P. 2–41 Special Distribution Clerk Clerk S.P. 2–156 Wholesale Stamp Clerk Clerk S.P. 2–157 Special Postal Clerk Clerk S.P. 2–158 Schedule Clerk—Foreign Mails Clerk S.P. 2–181 General Office Clerk—Foreign Mails Clerk S.P. 2–195 Vehicle Operations Maintenance Assistant Clerk, Carrier or Special Delivery Messenger S.P. 2–218 Receiving Clerk—Foreign Air Mail Clerk S.P. 2–241 Distribution & Dispatch Expediter Clerk S.P. 2–261 Carrier-Technician Carrier b. The position is not more than two levels above the current level of the detailed employee. c. The position is not higher than PFS-5. 5. Any regular employee in the clerk, city carrier, special de- livery messenger or mail handler crafts detailed to a higher level previously established and ranked position shall be immediately eligible for higher level compensation under these conditions: a. The positions shall be one of those listed below: Position Number Title Craft or Crafts KP 17 Claims Clerk—Paying Officer Clerk SF 1:32 Label Facing Slip Technician Mail Handler SP 1-33 Group Leader, Mail Handlers Mail Handler SP 2-3 Information Clerk Clerk SP 2-4 Scheme Examiner Clerk SP 2-41 Special Distribution Clerk Clerk SP 2-156 Stamp Supply Clerk Clerk SP 2-157 Special Postal Clerk Clerk SP 2-158 Schedule Clerk—Foreign Mails Clerk SP 2-181 General Office Clerk—Foreign Clerk Mails SB-2–188—Civil Service Examiner-in-charge Clerk, Carrier, Special Delivery Messen 8&ſ, Group Leader, TMail Handler T SP 2-195 Vehicle Operations Maintenance Clerk, Carrier Assistant or Special Delivery Messenger SP 2-218 Receiving Clerk—Foreign Air Mail Clerk SP 2-229 Trip Accounts Clerk Clerk SP 2-261 Carrier-Technician Carrier SP 2-346 Procurement, Property and Supply Clerk Assistant SP 2-354 Mail Processing Machine Operator Mail Handler SP 2-362 Parcel Post Distributor (Machine) Clerk SP 2-370 Transit Mail Expediter Clerk SP 2-382 Distribution & Dispatch Expediter Clerk _SP 2-383 Rack Distribution and Dispatch Clerk Expediter SP 2-384 Distribution Review Clerk Clerk SP 2-385 Ramp Clerk, AMF Clerk SP 2-387 Bulk Mail Technician Clerk SP 2-388 Window Services Technician Clerk SP 2-433 Self Service Postal Unit Technician Clerk IP (All (SP pending) Distribution Clerk Clerk Regions) (Machine) IP (All (SP pending) Group Leader, Mail Handler Regions) Label Unit b. The position is not more than two levels above the cur- rent level of the detailed employee. c. The position is not higher than PFS-5. Added Mail Handler craft to Coverage of immediate higher level pay. Contains new list of positions of qualifying for immediate higher level pay. Employees in mail handler craft added to list of eligibles. 67 Any regular employee in the Motor Vehicle Service or the Mainte- nance (formerly Custodial) Service detailed to a higher level, non- supervisory previously established and ranked position shall be immediately eligible for higher level compensation under the follow- ing conditions: The position is not higher than PFS-5. b. The position is not more than two levels above the current level of the detailed employee. c. The position is located in either the Motor Vehicle or the Main- tenance Service, as appropriate. d. The position is in the same occupational craft as that held by the detailed employee. Any employee below PFS Level 4 assigned as a substitute detailed to perform the duties of a PFS Level 4 position shall immediately re- ceive the pay of that position at the substitute rate. C. Conditions for use of Paragraphs A and B above: 1. The phrase “to a salary level higher than his own” shall mean to a position which has been established, approved as to job content, ranked, and approved for use by an authorized postal official higher in the organization structure than the supervisor of the work unit in which the position is located. First recourse to detailing employees to higher level assignments shall be eligible, qualified, and available employees in the immediate work area having the temporarily vacant higher level position. The “work area” shall be a matter of local negotiation. 6. Any hourly or annual rate regular employee in the Motor Vehicle Service or the Maintenance (formerly Custodial) Service detailed to a higher level, non-supervisory previously established and ranked position shall be immediately eligible for higher level compensation under the following condi- tions: a. The position is not higher than PFS-5. b. The position is not more than two levels above the cur- rent level of the detailed employee. c. The position is located in either the Motor Vehicle or the Maintenance Service, as appropriate. d. The position is in the same occupational craft as that held by the detailed employee. 7. Any employee regardless of craft below PFS Level 4 as- signed as a substitute detailed to perform the duties of a PFS-3 or level 4 position shall immediately receive the pay of that position at the substitute rate. C. Conditions for use of Paragraphs A and B above: 1. The phrase “to a position having a salary level higher than his own” shall mean to a position which has been estab- lished, approved as to job content, ranked, and approved for use by an authorized postal official higher in the organi- zation structure than the supervisor of the work unit in which the position is located. The term established means the position is part of the permanent complement of its installation or has been added to the complement for “higher-level purposes only.” * 2. Any detail in excess of one week shall be considered a long range detail. Any assignment of one week or less shall be considered a short range detail. Ordinarily short range details shall not involve change in tours, craft or section. 3. First recourse to detailing employees to higher level assign- ments shall be eligible, qualified and available employees in the immediate work area having the temporarily vacant higher level position. The “work area” shall be a matter of local negotiation. Now includes higher level pay rules for both hourly rate regulars and annual rate regular motor vehicle service and maintenance employees. This incorporates existing Labor Management decision. This expands eligibles for immediate higher level pay by adding PFS-3 positions as well as clarifying that all employees regardless of craft are covered. The main effect will be to qualify maintenance (Custodial) employees in PFS-1 and 2 for immediate higher level pay when detailed as subs in PFS-3. Provides language clarification defining eligibility for higher level details. Also provide procedure for termination of details to higher level position. Language clarified and expanded because of previous problems with applications. Pins down that the higher level details must be in the permanent complement or specifically added to the complement for 'higher level' purposes. If a position does not exist, higher level pay is not permitted. Differentiates between short and long range details so there is minimum of juggling manpower. For short range details, assignments ordinarily should not be made from another tour, craft or section which, if done, could cause a chain reaction of reassignments. 68 3. Details to perform the work of a higher level position will be accom- plished only by a written management order which directs the em- ployee to perform the work of the higher level position. The fact that the employee was directed in writing to perform the work of a higher level position will be accepted as evidence that the employee performed all the required duties of the assigned position. ARTICLE XV Compensatory And Duty Assignments A. Annual Rate Employees The following provisions shall apply to regular annual rate employees represented by the Organizations except those assigned to road duty, rural carriers and Level PFS-2 clerks in third-class post offices: 4. The term “eligible” shall have the following meaning: a. If the position has been limited to employees of (a) certain craft(s), the detailed employee is currently in one of those crafts. prºx. b. If the position was to be regularly filled, the detailed employee WOURTHäWe Flet an requirements. C. For supervisory positions, see 5 below. 5. To the extent practicable, employees detailed to initial level Supervisory positions for short range details shall be from those employees within the “zone of consideration” on the supervisory eligible register for that installation. Long range details to initial level supervisory positions shall, in alſTCases, be made from those employees within its “zone of consideration” on the supervisory eligible register for that installation. 6. Any employee detailed to perform the work of a higher level position shall be given a written management order which directs the employee to perform the work of the higher level position. The fact that the employee was di- rected in writing to perform the work of a higher level position will be accepted as evidence that the employee performed all the required duties of the assigned position. When local management decides that a non-supervisory position must be “covered” and an employee is detailed for that purpose, the position will not be segmented in. scope for the sole purpose of avoiding a higher level pay opportunity. The duration or nature of the detail may be changed or terminated at any time by management by is- Suance of an amending written order. ARTICLE XV Work Schedules, Overtime, and Holiday Pay A. Annual Rate Employees The following provisions shall apply to regular annual rate employees represented by the Organizations except those as- signed to road duty and rural carriers: Expands upon 1964 Labor Management definition of "eligible". For example, in detailing employee to position of Information Clerk, SP 2-3, first recourse must be to employee in Clerk craft; in detailing employee to Civil Service Examiner in Charge SP 2-188 joint recourse is to employees in clerks, carriers, Special delivery messengers and Group leaders, mail handlers. In all cases, of course, the detailed employee would have to meet all the requirements of the position as if he was filling it on a regular basis. - Provides lèstway, if needed, for "short range" details being made from employees not within 'zone of consideration." However, to the extent practicable is meant to be strong direction to the installation head. Long range details must be made from - "zone of consideration". It is mandatory to give any employee detailed to a higher level position & written order; the duration and notice *Y be changed or terminated by written order. The additional language barring segmentation of a position and explaining procedures for terminating or changing detail reflect existing labor-management decisions. This Article has been completely revised: 1. Eliminates compensatory time concept pursuant to P.L. 89-30}, October 1965. 2. Eliminates separate work rules for clerks in 3rd class offices. 3. Eliminates material on Annual and sick - leave since that is now in Article XVI 4. Eliminates material on assignments in RPo" HPO's and Transfer offices since that is now in Article XII. 69 1. Work week and hours of duty All regular annual rate employees in field installations of the postal service shall be scheduled for duty on the standard work week of Monday through Friday. In the interest of economy and efficiency, assign regulars where there is 8 hours to be performed within 10 hours on a permanent schedule. Wherever practicable, without detri- ment to the service, arrange schedules so that the hours of Service are performed within a period of less than 10 hours, with at least % hour for rest or lunch. Wherever possible, the assignment should be established on a 5-day week basis. \ 2. Assignment of Weekend Duty: a. After the number of assignments needed to meet the service requirements on weekends has been determined by local man- agement, the installation head shall negotiate with local exclu- sive employee organizations and consult with formal organiza- tions on the procedure for assignment of individuals to be scheduled for necessary weekend duty. Assignments shall be made sufficiently in advance to permit adequate notice to em- ployees and as local work load conditions require. As a mini- mum employees shall be notified no later than the end of their tours of duty Thursday of the days and hours of weekend duty. Assignments shall be adjusted to meet service needs and shall be displayed on appropriate bulletin boards. Mutual “swap- ping” agreements may also be negotiated locally. Hours of duty on Saturday and/or Sunday are considered to be duty in excess of the standard schedule days and shall be made up by giving the employee compensatory time as pre- scribed. Special provisions for payment of overtime in lieu of compensatory time may be established for the month of Decem- ber by the Department. 3. Assignment of Compensatory Time: a. Employees shall be notified no later than end of tour of duty on Thursday of their scheduled compensatory time the follow- ing week. Earned compensatory time of less than 8 hours that is not car- ried forward and combined with other service shall be granted on one day within 5 working days; except that, at the request of the employee, the head of the postal installation may grant the earned compensatory time on several days within the 5 working days if service will not be impaired. 1. Definitions: a. Service week. Period beginning 12:01 a.m. Saturday and ending 12 midnight on Friday. b. Service Day. Calendar day on which the majority of work is performed. Where work is distributed evenly over two calendar days, the service day is the calendar gay on which work begins: - c. Basic Work Week. A basis work week is five eight-hour service days, the eight hours to be within 10 hours or less during the service week for which a work schedule has been established. The following types of basic work weeks are recognized for use in postal field installations: (1.) Fixed work days. Any five eight-hour days in the Service week on a recurring basis, however, to the maximum extent possible these five days shall be consecutive. (2.) Rotating work cycle. Any five eight-hour days in the service week but with changing work day(s) on a regular cycle. For example, first week Saturday and Sunday off, Second week Sunday and Monday off, etc. (3.) Periodic work cycle. Any five eight-hour days in the service week but with changing work day(s) on a regularly recurring basis, for example, on duty every fourth Saturday in Tieu of a regular scheduled work day(s). (4.) Relief work cycles. Work schedules posted to match schedule(s) of the assignments of the employees re- lieved. These cycles may provide for either fixed or rotating work cycles. (5.) Flexible relief work cycles (Pool Operations). Normal work schedule (fixed or rotating) of 5 days each week but subject to change of hours when notified in advance of reporting. d. Work Schedule. A regularly scheduled tour of specific hou's for each scheduled service day within an estab- lished basic work week. 2. Work Schedules: a. In the interest of economy and efficiency the head of each installation shall establish a basic work week when there is 8 hours of work to be performed on each of 5 days within a service week. Whenever practicable without Close attention should be paid to the five-types of Basic work weeks, particularly 3, 4, & 5. Wise application of these, whenever possible should result in reduced overtime and a more efficient operation. Periodic work cycles - this is ideal for such positions as accounting clerks, who must work, for example, every fourth Saturday. Relief work cycle - this is ideal for employees who relieve specific employees at specific times known and scheduled in advance. For example Employee A relieves employee B 8 a.m. to 4:30 on Monday & Tuesday, relieves employee C 10 a.m. to 6:30 Wednesday & Thursdays and relieves Employee D 9 am to 5:30 Friday. Employee A's Basic work schedule should be so structed. Flexible relief work cycles - this is ideal for employees who relieve specific employees at specific times, but the need to relieve is not known or posted in advance. For example, say Employee "A" is scheduled to work as distribution clerk on Monday 6am to 2:30 p.m., but has bid a job which requires him to relieve window clerk "B" who works 8 am to 4:30 p.m., when "B" is ill or on leave, Management finds out Sunday night that "B" is sick and can't work Monday. As long as Management notifies "A" prior to his scheduled reporting time of 6 a.m. that he should relieve "B" there is no overtime involved. "A" comes in at 8:00 am. Note that under this basic work week hours can be changed when "notified in advance of reporting" without incurring overtime. The same flexibility, however, does not apply to change in days which must be treated any other temporary change in work days regarding proper notification. His schedule hasn't been changed since he agreed in advance to serve as relief for "B". c. When at least 8 hours has been accumulated, pursuant to law the employee must be scheduled and granted one full day off of 8 hours on Monday through Friday within 5 working days after the accumulation of the 8 hours. The 8 hours available shall not be used over lesser periods than one full day. The assignment of specific compensatory days off for individuals will be accomplished by local negotiations. B. Clerks in Third Class Post Offices All regular annual rate clerks in Third Class Post Offices shall be sched- uled for duty not in excess of 40 hours a week or 80 hours in a pay period. Such clerks may be required to work extra hours in emergencies. detriment to the service arrange work schedules so that the Thours of Service are performed within a period of 10 hours or less including at least 30 minutes for rest or lunchTEEE - - - - b. A work schedule on a service day within the basic work week shall not be for less than 8 hours. c. The installation head shall at all times maintain the maximum number of Monday through Friday basic work weeks in his installation as far as practicable. Where other fixed work day schedules are established provide, whenever practicable, for 2 consecutive days off, for ex- ample: work, Saturday; off, Sunday, Monday; work, Tuesday, Wednesday, Thursday, Friday. d. The assignment of annual rate regular employees to a basic work week which includes Sunday as a scheduled work day shall be kept to a minimum. . After the above provisions have been complied with, the selection, design, and application of the remaining basic work week assignments as defined in A.1.c. shall con- tinue in effect in accordance with established past prac- tice unless changed pursuant to local negotiation or con- sultation as appropriate. B. Hourly Rate Regular Employees The following provisions shall apply to hourly rate regular employees represented by the Organizations except those as- signed to road duty: 1. Service Week and Day Defined: a. Service Week. Period beginning at 12:01 a.m. Saturday and end at 12 midnight on Friday. b. Service Day. The calendar day on which the maiority of work is performed. Where work is distributed evenly over two calendar days, the service day is the calendar day on which work begins. 2. Basic Work Week and Schedules: a. Hourly rate regular employees shall be scheduled to work any number of days, but not in excess of 40 hours in a service week. The days of work need not be con- secutive. b. Daily hours of scheduled work shall be not less than two consecutive hours nor more than 8 hours in one day; a break of more than 2 hours in service requires another 2-hour period of employment. Daily scheduled hours' shall be confined to accomplishment within a period of 10 consecutive hours or less including time off for lunch breaks. c. After the above provisions have been complied with, the selection, design, and application of basic work week assignments as defined in A.1.c. and schedules shall con- tinue in effect in accordance with established past prac: tice unless changed pursuant to local negotiation or con: sultation as appropriate. Changing Work Schedules. Work schedules may be changed temporarily when service needs preclude adherence to regular schedules. The conditions for such changes are not contained in this agreement, but will be published in a separate departmental issuance. Work schedules for a craft, or even for a specific work center are to "continue in effect in accordance with established Past Practice unless changed pursuant to local negotiation or consultation as appropriate", provided of course, they are not in conflict with the above instructions. For example, if past practice provides rotating days off this can not be changed unless the organiza- tion involved agrees to the changes. This provision is not intended to disrupt basic work week assignments or create change for the sake of change. Most of the types of basic work weeks defined in A. 1 c are in existence in past post offices. It's just a matter of identifying them and working them into permanent assignments. Hourly Rate Regular Employees instructions for changing work schedules will be the same as for regular annual rate employees and contained in the same departmental issuance. C. Substitute Employees 1. Scheduling of Substitutes a. Subject to service requirements, substitutes shall be scheduled in advance and notified prior to the end of their tour of duty as to when their service will be required the following day. Substitutes shall not be required to remain at home or call the Post Office to ascertain whether their services are needed. b. The above requirement does not include Mobile Unit substi- tutes as their notification is made either by letter or by tele- phone. 2. Substitute Work Assignments a. Career Substitutes. (1) Assignment within Craft. Career substitute employees nor- mally shall be assigned within the craft to which appointed. (See Article XIV, B.6) (2) Details in Another Craft. Qualified career substitute em- ployees may be detailed to work in another craft. They must meet any special requirements such as the possession of a valid motor vehicle operator's identification card or the ability to distribute mail by appropriate scheme. (See Article XIV, B.6) (3) Distribution of Work Among Career Substitutes. When full employment is not available for all career substitutes, or extra substitute work hours are required of career sub- stitutes, distribute the workload as fairly as practicable among qualified career substitutes within the same craft. b. Temporary Substitutes. Temporary substitutes must not be employed to the detriment of career substitute employees. This means that temporary sub- stitutes ordinarily shall not be given work assignments in a craft when qualified and available substitutes in the craft are not employed for an average of forty or more hours weekly. C. Substitute Employees (Except Road Duty and Rural Carriers) 1. Utilization of Substitutes: a. Subject to service requirements, substitutes shall be scheduled in advance and notified prior to the end of their tour of duty as to when their service will be re- quired the following day. Substitutes shall not be re- quired to remain at home or call the Post Office to as- certain whether their services are needed. . When a scheduled reporting time previously given to a substitute is to be changed, the substitute shall be given as much notice as possible. Other than when required by service needs, a substitute's scheduled reporting time. shall not be changed without at least six hours notice. . Employment of substitutes shall be confined to a period of twelve (12) consecutive hours beginning with the time he first reports for duty on a calendar day. After the end of that period he may not then be reemployed until an additional period of twelve (12) hours has elapsed, or until 12:01 a.m. the next calendar day, whichever is sooner; but in no event shall he be reemployed at 12:01 a.m. or later unless 8 hours have elapsed from his past period of work. 2. Substitute Work Assignments: a. Career Substitutes (1.) Assignment within Craft. Career substitute em- ployees shall be assigned normally within the craft to which appointed (See Article XIV, B.7.). (2.) Details in Another Craft. Qualified career substi- tute employees may be detailed to work in another craft. They must meet any special requirements such as the possession of a valid motor vehicle operator's identification card or the ability to dis- tribute mail by appropriate scheme (See Article XIV, B.7.). (3.) Distribution of Work Among Career Substitutes. When full employment is not available for all career substitutes or extra substitute work hours are re- quired of career substitutes, distribute the workload as fairly as possible among qualified career substi- tutes within the same craft. . Temporary Substitutes Temporary substitutes must not be employed to the detri- ment of career substitute employees. This means that temporary substitutes ordinarily shall not be given work assignments in a craft when qualified and available sub- stitutes in the craft are not employed for an average of forty or more hours weekly. Prior to the employment of temporary substitutes, qualified career substitutes in another craft who have applied for additional work shall be given such work in order to provide them with an opportunity for 40 hours of employment (combined work and leave) in a service week. This section does not pro- hibit the simultaneous employment of temporary sub- stitutes and career substitutes as necessary. Need for firm assurances on substitutes reporting time is emphasized; if changes are to be made; the substitute shall be given at least 6 hours notice, other than when lesser notice is required by service needs. This does not give right to assign temporary sub in lieu of career sub merely because use of Career sub could not be made with at least 6 hours notice. If use of temp would be in violation of section 2 b below then the needs of the Service Permit use of career sub with less than 6 hours notice. Application of the 12 hour consecutive work rule. Agreement incorporates instructiºns previously issued pursuant to P. L. 89-301. "Bossible" substituted for "Practicable and is intended to be stronger direction. Hew requirement. Temporary substitutes shall not be used if career substitutes from another craft wish and have applied for additional work so as to permit their employment for 40 hours in a service week. Note, however, that the simultaneous use of temporary and career subs is permissable. 3. Rest Day Career or temporary substitutes should not be employed for more than 6 days in any calendar week except in December and in un- usual circumstances which preclude normal work schedules. D. Rules of General Applicability 1. When any employee reports for duty in response to an order to perform service on any day (including a holiday or a day designated as a holiday) he shall be employed for a mini- mum of two consecutive hours. Any break of more than 2 hours in service requires another 2-hour period of em- TIOyment. . Any annual rate regular employee who after completion of 3 his regular scheduled tour of duty for that day and after having left the installation is called back to work shall be employed for a minimum of two (2) hours unless the em- ployee requests a shorter period of employment after the required work has been completed. Requirements of D.4. below, shall be observed. . A lapse of at least 8 hours shall be observed between the close of one work period of 12 hours or less and the start of a new work period. . The requirements cf law to the effect that the hours of service of any employee covered by this agreement shall not extend over a longer period than 12 consecutive hours and no employee may be required to work more than 12 hours in one day shall be enforced by all levels of man- agement. This requirement of law may be set aside only in the event of emergencies as determined by the Post- master General. . Rest Day Employees should not be employed for more than six (6) days in any service week except: a. In unusual circumstances. b. Month of December. c. Where a career substitute or hourly rate regular em- ployee would be in a paid leave or work status of less than 40 hours in that service week and such employee requested work assignment on the 7th day within the same service week. . Employees shall perform all duties and assignments as or- gered. In the event an employee believes an assignment he performed, as ordered, violates any of the below he may seek a remedy in accordance with the provisions of icle IX or other appropriate procedures. The Department does not condone supervisors ordering employees to perform duties or functions that are in violation of Federal laws, postal regulations, or which may constitute a health or safety hazard to themselves or to others. Minimum period of daily employment on any day is 2 hours. Minimum period of employment for annual rate regulars when called back to work, 2 hours, but, note that employee can request shorter period after completing required work. Record should be made that employee requested leave in less than 2 hours. Rest between work period – 8 hours. This language as written appears to present pro- blems. Clarification can be expected in the near future. Rest days. The one day of rest in a week is continued except in December, in unusual circumstances and in instances where an hourly rate regular or sub employee wishes to work 7 days in a service week if he would otherwise have worked less than lu0 hours. This paragraph is extremely important and should be carefully read for full under- standing and acceptance of its implications. Employee shall perform the work as ordered. Such performance, however, does not preclude seeking a remedy under Article IX if the employee believes the orders he received were improper. The Department does not condone supervisors ordering employees to perform duties or functions that are in violation of Federal laws, Postal regulations, or which may constitute a health or safety hazard to themselves or to others. Note the reference to "Federal laws" and the fact that state and local laws are not mentioned was deliberate. It does not mean the Department condones violation of state and local laws. However, the Department did not wish to bind itself contractually to laws of which it has no specific knowledge. , E. Holiday Work * y This section establishes continuing 1. When a holiday or a day observed as a holiday falls on a rules on holiday work. Particularly scheduled work day for an annual rate or hourly rate regular important is subsection 2 which employee, the maximum number of these employees as can g ſº gº be spared shall be excused from duty on such holiday. establishes which day is to be observed Employees who are required to work on such holidays- as the pay and leave holiday for shall be paid in accordance with the requirements of law. implºyees who are regularly scheduled 2. When a holiday or a day observed as a holiday falls on a off" on the calendar holiday. The rule is regularly scheduled non-work day for employees whose that the preceding scheduled work-day shall basic workweek is other than Monday through Friday, the l be observed. first scheduled workday preceding the calendar holiday shall be observed as the employees’ holiday for pay and leave purposes. If the employee is required to work on Such a day designated as his “holiday" he shall be paid in accord ance with requirements of law. i 3. Substitutes shall be assigned to the maximum extent possi- Local option for determining selection of ble to cover holiday assignments. regulars and subs to work on holiday. 4. After the required number of assignments have been de- This does not mean the matter of how termined, the method of selecting regular and/or substitutes many regulars or subs are needed is to work on a holiday shall be a subject of local negotiation subject to negotiation. This is a or consultation as appropriate. management decision which should be 3. Rules regarding employment of personnel on Christmas made with full consideration of paragraph 3 Day shall be the subject of separate instructions to be an- above. nually issued by the Department after consultation at the national level with the National Exclusive Organization for each craft. - 6. Work schedules shall not be changed solely for the purpose This provision should not be circumvented of avoiding or providing payment of holiday premiums to in any Way. employees. F. Overtime 1. In emergencies or as the needs of the service require, em: & 4. Incorporates material previously issued in departmental instructions or in labor- management decisions. ployees may be required to perform overtime work or to work on holidays. 2. Overtime shall be paid to all employees in accordance with the requirements of law. 3. Overtime work shall be only for the specific period of time necessary, it being understood that except for the preceding provisions relating to employment on a holiday, on a scheduled non-work day or call back time there is no mini- mum guaranteed period of employment on overtime. 4. Emplo g âS much advance notice as possi- ble of overtime. TWhen an employee has been directed to work overtime, the supervisor ordering the overtime shall Specify the minimum period of overtime to be performed by the employee. Although the minimum shall be specified, this does not preclude the performance of additional over- time as directed by a supervisor. 4. Annual and Sick Leave Annual and sick leave shall be credited and granted to substitute employees as provided in Part 721 of the Postal Manual except that a substitute shall be granted sick leave at the maximum rate of 8 hours for each whole leave day of his absence other than as pro- vided in (1) or (2) below: (1) Where he normally is scheduled for and performs less than 8 hours of work, sick leave granted for one day shall equal the hours he would have worked. (2) When in his absence substitutes average less than 8 work- hours, sick leave granted shall be equal to the whole hour nearest to the average daily workhours by substitutes in the same work group of his craft. D. Fill Clerk Assignments in RPOs, HPOs and Transfer Offices 1. Definitions a. An RPO or HPO is a “line” (RPO, HPO or combination RPO-HPO). If Operated in two or more divisions, such as East and West, each is a separate RPO or HPO. b. Each transfer office with one or more full time assignments is a separate transfer office, including offices separately located and operated independently of each other in the same city. The assignment of transfer clerk, AMF, is excluded from these procedures. c. (1) (2) (3) In an installation those level 5 and lower positions in the clerk craft which are assigned by the installation head to assist those responsible for RPO, HPO and transfer office management are covered by the Agreement. When making selections to fill any of the assignments identified in Paragraph 1c(1) whether by promotion, re- assignment, or otherwise, the best qualified candidate shall be selected from an RPO, HPO, a transfer office, or from the post office when such candidate meets the Department’s qualification standards. A clerk other than a former RPO, HPO or transfer clerk in such an assignment is eligible for change to any post office assignment for which he was eligible before Decem- ber 19, 1961. 5. In administering overtime within a craft, a cardinal princi- pje will be that overtime should be granted on the basis. of need—when it is needed, where it is needed, how it is needed and the skills required. When scheduling overtime—all Taualified employees within the appropriate craft shall be given opportunities for overtime on an equitable basis. Old agreement revised. Old agreement revised. Postal Bulletin issuance which was cleared with unions. This incorporates a Posta 1 Bulletin regulation which was cleared with employee organizations. See Article XVI See Article XII 75 2. Changes within a RPO, HPO or Transfer Office 3. b. Each RPO, HPO and transfer office is a separate entity within which clerks may bid for preferred assignments. Bids by clerks shall be considered in the order of service senior- ity. Making assignments according to bids shall be completed before otherwise filling vacant regular assignments. 3. Filling Vacant Regular and Substitute Clerk Assignments in RPOs, HPOs and Transfer Offices: The installation head shall fill vacancies in RPOs, HPOs and transfer offices in his charge, including assignments in any new RPOS, HPOs, or transfer offices, from the following priority groups, proceeding to a lower group when no qualified eligible is available in a higher group: 3. C. FIRST: Return from other postal assignments to the RPO, HPO or transfer offices applicants withdrawn therefrom before July 23, 1960 as “surplus” or thereafter by reason of curtailed em- ployment. The order of consideration is “last out, first back.” Eligibility in this priority is lost by failure to be an applicant for return at the first opportunity. SECOND: Place any regular or substitute clerk who is excess to the needs of a RPO, HPO or transfer office or who for such. reason has been assigned in an installation clerical assignment. (1) On his application, in any vacant regular or substitute RPO, HPO, or transfer office assignment. (2) Where no applicant is entitled to consideration under pro- cedures in subparagraph b (1) above, mandatorily change any clerk from an assignment in which he is retaining a protected compensation rate to a vacant regular assign- ment in a salary level equal to his retained rate. (a) In an RPO or HPO with headout the same as his former permanent headout, or (b) In a transfer office at the post office where he is em- ployed. Break any tie among eligibles by placing first the clerk who has the least service seniority. THIRD: Select from all of the following the qualified applicant with the greatest service seniority who has applied for the vacant assignment at level 5. This is one priority group with no sub- priority separations. No applicant otherwise eligible for volun- tary change under this paragraph shall be changed from regular to substitute. 76 (1) RPO, HPO, and transfer office regular and substitute em- ployees who are employees of the post office in charge of the assignment applied for, or employees of another installation and assigned or residing at the headout or within convenient commuting range of the assignment applied for. (2) Former terminal and airport mail facility regular and sub- stitute clerks merged into post offices who applied by Janu- ary 9, 1961, for a change to an RPO or HPO assignment for which they were eligible before the merger. . FOURTH: Change to regular the senior substitute clerk who is assigned (1) to the RPO or HPO at the headout for the vacant assignment being filled, or (2) to the transfer office where the vacant assignment is being filled. Each substitute clerk should be assigned to one RPO, HPO or transfer office. Assignments should be made to satisfy normal service requirements without necessitating or approving excessive deadheading to and from tours of duty. No substitute should be assigned to an RPO, HPO or transfer office, or at a headout where there would not be substantially full-time work for him except where he may be kept fully employed by detail to other road or transfer office assignments. SENIORITY NOTE: Changes made under the FIRST through the FOURTH priority are without loss of seniority. . FIFTH: For substitute employment, select the senior qualified applicant from the installation where the transfer office is located, or at the headout for a mobile assignment. Post such openings in accordance with Article XXII for applications by regular and substitute clerks. SIXTH: If the substitute opening is not filled under the FIFTH priority, repeat the posting in the installation in charge of the RPO or HPO or transfer office. Select the senior qualified applicant. SENIORITY NOTE: Regular or substitute employees who change to RPO, HPO or transfer office substitutes under the FIFTH or SIXTH priority begin a new period of seniority. SEVENTH: For substitute employment, select an applicant from any installation, reemploy an applicant for reinstatement, trans- fer an applicant from another Federal agency, or recruit from the eligible list at the installation where the employee is needed. The employee selected under this priority begins a new period of seniority except as provided for in the Supplemental Agree- ment on Seniority. 4. Substitute Clerks for RPOs, HPOs and Transfer Offices: 3. Substitutes with Appointment in Level 4 and 5. A substitute clerk with dual appointments in level 4 and 5 may decline change to regular in level 4 when he is reached in order on the level 4 substitute clerk roster. If he declines, his name shall be removed from the level 4 substitute clerk roster and he shall not be considered again for change to regular in level 4. Procedures in paragraph 3d of this Article govern change to reg- ular in level 5. Change to regular in either level 4 or level 5, terminates substitute appointments in both level 4 and 5. No new dual appointments are to be made for RPO, HPO or trans- fer Office. B} b. Details: (1) Substitute clerks in RPO, HPO and transfer office assign- ments may be interchanged by detail, and may be used in level 4 assignments occasionally where necessary to pro- vide a reasonable amount of work if such employees are available and needed to supplement the level 4 substitute clerks. Should service changes substantially eliminate em- ployment in level 5 for any RPO, HPO, or transfer office substitute, change to level 4 should be initiated, the same as for regular employees. (2) In emergencies, and at places where substitutes assigned to RPOs, HPOs or transfer offices are not available, other employees may be detailed to road or transfer office assign- ments. Headout installation heads shall cooperate with installation heads in charge of RPOs or HPOs by arranging for the detail of qualified employees at those headouts. 5. Reorganization—Opening All Assignments for Bids: The installation head may authorize a general reorganization in which all assignments in a RPO, HPO or a transfer office will be open for bids (1) When there is a major service change which justifies general bidding, or (2) When mutually agreed by the in- stallation head and the appropriate certified employee organizations, but there shall be no more than one mutually agreed upon reorgan- ization in a twelve month period, or sooner than six months after a general reorganization by reason of a major service change. ARTICLE XVI Vacation Planning A. Basic Agreement It is agreed to establish a nationwide program for vacation planning with emphasis upon the choice vacation period or variations thereof. B. Formulation of Leave Program The formulation of the leave program within a local installation shall be a subject of (1) negotiation with employee organizations having exclusive recognition at that level, and (2) consultation with employee organizations having formal recognition at that level; and shall be within the following general framework: 1. Postmasters and supervisors shall be responsible for scheduling and granting annual leave on an equitable basis with due regard for the needs of the service and the welfare of the employees. Care shall be exercised to assure that no employee is required to forfeit any part of his annual leave. 2. Each employee shall be responsible for planning his vacation period in accordance with his personal desires subject to the approval of his supervisor. 3. Plans to program annual leave on a year-round basis, excluding the month of December, shall be made prior to or immediately after the beginning of each leave year. Establishment of the choice vacation period may be determined by local negotiations. Local agreements may exclude specific periods, in addition to December, from the choice vacation period because of known local service requirements for such periods. 4. The length of the continuous vacation period granted each employee during the choice vacation period shall be substantially as outlined below. Reasonable variations may be made provided they are con- sistent with local service requirements and the employee's desires. The inclusion of the weekend at the beginning and end of a vacation period shall be the subject of local negotiations. a. Employees earning 13 days days annual leave per year shall be granted up to 10 days during the choice vacation period. The remainder of their annual leave may be granted at other times during the year. ARTICLE XVI Leave A. Basic Agreement It is agreed to establish a nationwide program for vacation planning for regular and career substitute employees with em- phasis upon the choice vacation period(s) or variations thereof. B. Formulation of Leave Program The formulation of the leave program within a local installa- tion shall be a subject of (1) negotiation with employee organi- zations having exclusive recognition for the craft at that level, and (2) consultation with the employee organization(s) having formal recognition for the craft at that level; and shall be within the following general framework: 1. Installation heads and supervisors shall be responsible for scheduling and granting annual leave on an equitable basis with due regard for the needs of the service and the wel- fare of employees. Care shall be exercised to assure that no employee is required to forfeit any part of his annual leave. 2. Each employee shall be responsible for planning his vaca- tion period in accordance with his personal desires subject to the approval of his supervisor. 3. Establishment of the choice vacation period(s) shall be determined by local negotiations or consultation, as appro- priate, before December 1 for the following year, and may cover one or more designated choice periods during the leave year. Local agreements may exclude specific periods, in addition to December, from the choice vacation period(s) because of known local service requirements for such periods. 4. The vacation period should normally start on the first day of the employee's basic work week. This may be the sub- ject of local negotiation or consultation, as appropriate. 5. Regular and career substitute employees shall be granted annual leave during the choice vacation period(s) as out- lined below: a. Regular and career substitute employees who earn 13 days annual leave per year shall be granted one choice. of up to 10 days continuous annual leave during the choice vacation period(s). The number of days annual leave, not to exceed 10, shall be at the option of the employee. The remainder of their annual leave may be granted at other times during the year. Title change shows Article covers all leave. Incorporates Labor-Management decision that substitute employees are included in vacation planning. No new negotiations. This is not different negotiation period than established negotiation period. Spells out that local parties can determine more than one designated choice vacation period. This does not mean that local parties can treat one choice period different from another. What it means is that the choice period can be in more than one segment. For example, the choice periods can be June, July, August and the first two weeks in November (for example to cover deer hunting season). The reference to negotiations does not mean a period ather than the established negotiation periods in Article VII. It does not mean the choice vacation period is negotiated every year unless there is an established negotiation period every year. Local option on which day an employee's vacation period should start. Care must be taken, however, not to violate basic work week provisions. Additional language provides for employee option as to number of continuous days on vacation during choice periods. This incorporates labor management decision. b. Employees earning 20 days per year shall be granted up to 15 days during the choice vacation period. The remainder of the annual leave may be granted at other times during the year. c. Employees earning 26 days per year shall be granted up to 15 days during the choice vacation period. The remainder of the annual leave may be granted at other times during the year. 5. The number of employees granted annual leave during any given period shall be governed by service requirements and the num- ber of employees available for necessary replacement. C. : Regular and career substitute employees who earn 20. days or 26 days annual leave per year shall be granted one choice of up to 15 days continuous annual leave during the choice vacation period(s). The number of days annual leave, not to exceed 15, shall be at the option of the employee. The remainder of their annual leave may be granted at other times during the year. The subject of whether an employee ordered for military training during a choice vacation period is eligible for scheduled annual leave during a choice vacation period is a matter for local negotiation or consultation. ... • --~ *-* - 6. Installation heads may, upon request of an individual, grant a vacation period Tonger ThanThat prescribed in 5 a. and b. above, provided this additional leave does not deprive any other employee of his first choice for scheduled vacation. 7. The number of employees granted annual leave during any given period shalſ be governed by service requirements and the number of employees available for necessary replace- Inent. C. Implementation The following general rules shall be observed in implementing the vacation planning program: 1. The installation head and the exclusive organization or the formal organization for the craft, as appropriate, shall meet in consultation not later than the month of January to implement the vacation planning program, as previously established in B-3. . The installation head shall meet with the representatives of the employee organizations to discuss the workload data, past, present and anticipated. . The installation head shall: a. Determine the amount of annual leave accrued to each employee's credit including that for the current year, the amount he must take to avoid forfeiture, and the amount he expects to take in the current year. . Determine the maximum number of employees that may be granted leave each week during the choice vacation period(s). In making this determination, consideration must be given to mail volume and other workload data for comparable periods in preceding years as well as anticipated workloads and current volume trends. . Determine a final date for submission of applications for vacation period(s) of the employee's choice during the chöICETVăcătion period(s). Incorporates 1964 labor-management decision that local parties can determine whether military 1eave shall count against employee right to annual leave in choice periods. Incorporates 1964 labor management decision permitting extended vacation during choice period(s). However, this must not deprive any other employee of his first choice. Paragraphs 1-5 establishe general rules for implementing vacation planning Program. In effect, they provide uniform national guidelines for implementation. Previously this was left to the local parties. Actually what is directed are two things; determine choice vacation period which is done before December 1 per B 3 above, and annually implement the vacation program which must take place no later than January and follow the rules in this section. Provides for meeting *...*.*.* ee organizations; e r- º: ...: tº provide *... mation. Provides procedure for Su 1 3 applications for annual leave, loca annual option on procedure for requesting vides leave outside choice periods and º: installation head with means of ºtents annual leave requirements when reP are not sufficient. Whenever it is not possible to meet advance commitments for granting annual leave within the availability of normal replace- ments, the 40-44 hour work week of substitute employees may be expanded, and/or a limited amount of overtime may be used. Whenever for justifiable reasons an employee desires to take his vacation during a period which conflicts with that of other employees already scheduled, every reasonable effort will be made to work out a mutually agreeable exchange of periods. Rural carriers shall be granted annual leave in minimum units of 1 day in accordance with their personal wishes, provided a substitute rural carrier of record is available for their replacement. It shall be the responsibility of each rural carrier to plan his vacation at times when a substitute of record is available. Postmasters shall prepare a written outline of each step of the negotiated leave plan. A copy of the plan shall be kept on file in the postmaster's office, and a copy shall be placed on employees’ bulletin boards, or otherwise made accessible to all employees. d. Review application of each employee as promptly as possible. With due consideration to service requirements, make every effort to grant vacations as desired by the employees. Provide official notice to each employee of the vacation schedule approved for him. 4. A procedure” in each office for submission of applications for annual leave for periods other than choice periods may be established through negotiations or consultation. . In order to meet advance commitments for granting annual leave when normal replacements are not sufficient, the work Week of substitutes and/or regular employees may be expanded through the authorization of overtime or addi- tional temporary SUBSTITUTES may BETEFETOyèd. Whenever for justifiable reasons an employee desires to take nis vacation during a period which conflicts with that of other employees already scheduled, every reasonable effort will be made to work out a mutually agreeable exchange of periods. . Rural carriers shall be granted annual leave in minimum units of one day in accordance with their personal wishes, provided a substitute rural carrier of record is available for their replacement. It shall be the responsibility of each rural carrier to plan his vacation at times when a substitute of record is available. . Installation heads shall prepare a written outline of each step of the vacation leave plan resulting from negotiation or consultation. A copy of the plan shall be kept on file in the installation head's office, and a copy shall be placed on employees' bulletin boards, or otherwise made accessible to all employees. D. Leave for Substitutes A revision of provision in Article XV Section C4, former agreement. 1. Sick and annual leave shall be credited to substitutes as provided in Postal Manual 721. 2. Substitutes shall be granted sick leave not to exceed 8 hours for each day the substitute is scheduled to work, except as follows: a. When the substitute is normally scheduled for and per- forms less than 8 hours per day, sick leave granted shall g & 31}{ equal the hours he would have worked on the day(s) Limits sustitute to a imum of eight absent. hours in any one day. Exceptions listed b. When the substitute has no regular schedule but normally are basically those in former agreement. Performs less than 8 hours per day, sick leave granted shall be equal to the average hours worked each day(s) of his absence by substitutes in the same work group of his craft. 81 ARTICLE XVHM Transportation Between Stations A. An employee who is regularly scheduled to work during a single duty period at more than one unit of a post office, such as the main office thereof and stations or other units, without a break in duty status, except for normal lunch periods, shall be allowed transportation expenses and travel time on the clock between the separate units of the post office, provided such travel has been duly authorized by a proPºr postal official. B. An employee who has been duly authorized by a proper postal official, and who is required to travel from one unit of a post office to another in an emergency situation, shall be allowed such necessary travel time on the clock and shall be authorized transportation expenses therefor. C. An employee in a duty status and acting in the scope of his employ- ment, who has been duly authorized by a proper postal official to travel from one unit of a post office to another, will be covered by the provisions of the Federal Tort Claims Act. 3. Substitutes who request annual leave on any day they are scheduled to work may be granted such leave provided they can be spared. Leave charged cannot exceed 8 hours on any one day. The installation head may also consider a request for annual leave on any day a substitute is not scheduled to work. - 4. No substitute employee who has been credited with forty hours or more of paid service (work, Teave or combination of work and leave) in a service week shall thereafter be granted paid sick or annual leave during the remainder of that service week. Absences in such cases shall be treated as non-duty time not chargeable to paid leave of any kind. ARTICLE XVHH Transportation Between Stations A. An employee who is regularly scheduled to work during a single duty period at more than one unit of a post office, such as the main office thereof and stations or other units, without a break in duty status, except for normal lunch periods, shall be allowed transportation expenses and travel time on the clock between the separate units of the post office, provided such travel has been duly authorized by a proper postal official. B. An employee who has been duly authorized by a proper postal official, and who is required to travel from one unit of a post office to another in an emergency situation, shall be allowed such necessary travel time on the clock and shall be authorized transportation expenses therefor: C. An employee in a duty status and acting in the scope of his employment, who has been duly authorized by a proper postal official to travel from one unit of a post office to another, will be covered by the provisions of the Federal Tort Claims Act. D. An employee who reports to a unit as scheduled and is then reassigned to a different unit shall be entitled to trans- portation costs to return to his original reporting unit at the completion of his tour. This provision is not applicable if the employee is regularly scheduled to the different units. in applying this paragraph installation heads should exercise extreme care in granting leave early in week if there is a possibility the sub will total 40 hours of work in the week in order to guard against 1eave hours causing work hours later in the week to be paid for at premium rates. This does not mean all employee requests should be denied early in the week but only when there is a real possibility he will total more than 40 hours work in the week. A Postal Manual change will incorporate instructions on this matter. *s g & Y--. Incorporates previous instructions and reflects Comptroller General's decision Substitutes cannot be granted paid leave after they have totaled 40 hours paid hours in a week. Permits the employee to receive Transportation costs for returning to his original reporting unit when after reporting he has been sent out to another unit where he finishes his tour. ARTICLE XVIII Position Descriptions A. Position Identification Each position ranked as an Individual Position either by the Department or in the field shall contain the Civil Service Commission occupational code number and a reference to the key position which served as the basis for the salary level ranking of the position. - B. Availability of Position Descriptions A copy of the Key, Standard, or Individual Position which represents the basis for the employee's title and salary level shall be made available to the employee on his request. Individual Position descriptions pertaining to a particular craft shall be made available by the postmaster to that craft organization on its request provided the organization has local for- mal or exclusive recognition. . - C. Criteria of Position Descriptions The criteria published in the Regional Manual for authorization of a Key, Standard, or Individual Position when not part of the officially published position descriptions shall be furnished to the respective exclusive organ- ization. ARTICLE XVIII Position Descriptions A. Position Identification Each position ranked as an Individual Position either by the Department or in the field shall contain the Civil Service Commission occupational code number and a reference to the key position which served as the basis for the salary level ranking of the position. B. Annual Position Evaluation Review A report on the results of the Annual Position Evaluation Review shall be made an agenda:tem for discussion at the _next labor-management meeting with the local exclusive or: ganization(s). C. Availability of Position Descriptions A copy of the Key, Standard, or Individual Position which represents the basis for the employee's title and salary level shall be made available to the employee on his request. In- dividual Position descriptions pertaining to a particular craft shall be made available by the installation head to that craft organization on its request provided the organization has local formal, or exclusive recognition. D. Criteria of Position Descriptions 1. The criteria published in the Regional Manual for authoriza- tion of a Key, Standard, or Individual Position when not part of the officially published position descriptions shall be furnished to the respective exclusive organization. 2. Whenever a question arises as to proper craft designation for a Standard or Individual Position, the determination shall be made by the Deputy Assistant Postmaster General, Bureau of Personnel, after consultation with the Employee Organizations. --- Provides the union with information on the annual position evaluation review. Incorporates 1965 Labor Management decision. Craft determination can only be made by the Deputy Assistant Postmaster General, Personnel, who must consult with employee organizations. 83 ARTICLE XHX Safety and Health SAFETY AND HEALTH COMMITTEES It is the responsibility of management to provide safe working conditions and to develop a safe working force. The Organizations offer to cooperate with and assist management to live up to this responsibility. The Department and the Organizations insist on the observance of safety rules and safe procedures by employees and insist on correction of unsafe conditions. To assist in the positive implementation of the program there will be established at each postal installation having 100 or more employees a joint Labor-Management Health and Safety Committee. Similar commit- tees may be established by negotiation in installations having fewer than 100 employees. The membership of the committee will consist of the installation head or his representative (who shall be the Chairman), the safety officer (who will serve as Secretary), one supervisors’ representative and one repre- Sentative from each craft, to be selected as follows: 1. Each Organization with exclusive recognition in the installation shall designate a committee member for the craft it represents, 2. If no organization has exclusive representation for a particular craft at the installation level an organization with formal recognition at the local level and exclusive recognition at the national level shall designate a committee member for that craft, and 3. In all other instances each organization with formal recognition at the installation level shall nominate three employees in the craft concerned to the installation head who shall select one from all nominees presented as a committee member. Conflict of interest situations could occur if grievance representatives of the Organization are members of the Safety and Health Committee, there- fore, such grievance representatives should not be on the Committee. ARTICLE XIX Safety and Health A. Safety and Health Committees 1. It is the responsibility of management to provide safe work- ing conditions and to develop a safe working force. The Organizations offer to cooperate with and assist management to live up to this responsibility. . The Department and the Organizations insist on the observ- ance of safety rules and safe procedures by employees and insist on correction of unsafe conditions. . To assist in the positive implementation of the program, there shall be established: a. At each postal installation health units for groups of over 300 employees on a tour, when the Department deter- mines funds, personnel and space are available for such purpose. It shall be staffed by a licensed physician and by registered professional nurses when they can be employed. b. At each postal installation having 100 or more employees a joint Labor-Management Health and Safety Committee will be established. Similar committees may be estab- lished by negotiation in installations having fewer than 100 employees. . The membership of the committee will consist of the instal- lation head or his representative (who shall be the Chair- man), the safety officer (who will serve as Secretary), one supervisors' representative and one representative from each craft, to be selected as follows: a. Each Organization with exclusive recognition in the installation shall designate for the craft it represents a committee member from that craft. b. If no organization has exclusive representation for a par- ticular craft at the installation level, an organization with formal recognition at the local level and exclusive recog- nition at the national level shall designate for that craft a committee member from that craft, and c. In all other instances each organization with formal recognition at the installation level shall nominate three employees in the craft concerned to the installation head who shall select one from all nominees presented as a committee member. . Conflict of interest situations could occur if grievance rep- resentatives of the Organization are members of the Safety and Health Committee, therefore, such grievance representa- tives should not be on the Committee. - Extablishes health units in installations with 300 or more employees on a tour when funds, Personnel, and space are available. APProximately 28 offices in addition to those already having health units meet these criteria. Changes incorporates labor-management deci- Sion . 4. In order to insure the broadest exposure of the program to employees, to develop interest by active participation of employees, to insure new ideas being presented to the Committee and to make certain employees in all areas of an installation have an opportunity to be represented except for the Chairman and Secretary, the Committee members shall not serve more than one 12 month period during two successive years. Installations with less than 100 employees may consult or negotiate with installation heads as appropriate to establish a Safety and Health Com- mittee which will consist of the installation head, or his designee, as Chairman, one representative from each organization representing 25 or more employees and one single representative to represent all other craft or occupational groups. The single representative must represent all crafts and occupational groups on a fair and impartial basis. All other condi- tions established for the composition and operation of Committees in offices with over 100 employees will apply to the Committee established pursuant to this paragraph. The Health and Safety Committee shall meet at least quarterly and at such other times as designated by the Chairman. The meeting shall be on official time. Each Committee member shall submit agenda items to the Secretary at least three (3) days prior to the meeting. The Committee shall review the progress in accident prevention and health at the installation; determine program areas which should have increased emphasis; make recommendations to the installation head on matters concerning safety and health; when so directed by the Chairman, on the Spot inspection of particular troublesome areas may be made by individual Committee members or a sub-committee of the members of the Commit- tee (when so directed the Committee member(s) shall be on official time); and submit reports and recommendations which shall be considered by the installation head who shall, within a reasonable period of time, advise the Committee of actions taken. 6. It is the intent of this program to insure broad exposure to employees, to develop interest by active participation of employees, to insure new ideas being presented to the Com- mittee and to make certain that employees in all areas of an installation have an opportunity to be represented. At the same time, it is recognized that for the program to be effective TSTIESEBIETSTEFOVäETOFTATEORTHURyThe committee work from year to year. Therefore, except for the Chairman and Secretary, the Committee members Shaſl serve three year terms but shall not be eligible to succeed themselves. For purposes of implementation, approxi- mately one-third of the committee membership serving at the time this Agreement becomes effective will have their term extended for a 1-year period, another one-third will have their term extended for a two-year period, and the remain- ing one-third will be replaced by new members to complete the committee complement. Determination of which com- mittee members will have their terms extended for one or two year periods, respectively, shall be accomplished by lot. Installations with less than 100 employees may consult or negotiate with installation heads, as appropriate, to establish a Safety and Health Committee which will consist of the installation head, or his designee, as Chairman, one rep- resentative from each organization representing 25 or more employees and one single representative to represent all other craft or occupational groups. The single representa- tive must represent all crafts and occupational groups on a fair and impartial basis. All other conditions established for the composition and operation of Committees in offices with over 100 employees will apply to the Committee estab- lished pursuant to this paragraph. . The Health and Safety Committee shall meet at least quar- terly and at such other times as designated by the Chairman. The meeting shall be on official time. Each Committee member shall Submit agenda items to the Secretary at least three (3) days prior to the meeting. A member of the Health Unit will be invited to participate in the meeting of the Labor-Management Health and Safety Committee when agenda item(s) relate to the activities of the Health Unit. . The Committee shall review the progress in accident preven- tion and health at the installation; determine program areas which should have increased emphasis; make recommenda- tions to the installation head on matters concerning safety and health; when so directed by the Chairman, on the spot inspection of particular troublesome areas may be made by individual Committee members or a sub-committee of the members of the Committee (when so directed the Commit- tee member(s) shall be on official time); and submit reports and recommendations which shall be considered by the installation head who shall, within a reasonable period of time, advise the Committee of actions taken. In order to provide for continuity in in committee, rather than Complete turn over every year ( except for Chairman and Secretary) change has been made to extend the terms of members, on a Staggered basis to be determined by lot This way only a PProximately one-third of the C Ommittee turns over each year & Defines when member of health unit partici- pates in the health and safety committee activities ARTICLE XX Uniforms A. Ali Uniforms Dates when seasonal changes in uniforms are to take place may be nego- tiated locally. B. Window Clerk Attire Eligibility for uniform allowance Required to wear window clerk uniform: All employees in first and second class offices assigned on a continuing basis to a public window in a first or second class post office either for a minimum of four hours on five days a week or for not less than 30 hours a week. B. Health Program 1. Health maintenance is primarily the responsibility of the individual. The Department, however, has obligation to provide a safe working environment for its employees and has a valid interest in their welfare and the prevention of loss of work time and productivity. 2. Employees may voluntarily participate in immunization pro- grams when the Department determines such programs are to be provided based on the following conditions: a. Employees by reason of their occupation or job assign- ment are exposed to significantly increased hazards; b. An impending epidemic threatens to disable so large a portion of the employees as to materially interfere with postal operations. 3. Health Surveys, such as Chest X-rays and glaucoma pro- grams, will be conducted when authorized by the Depart- Inent. 4. Each installation head shall make certain that the telephone numbers for doctors, ambulances, rescue squads, hospitals and Bureau of Employees’ Compensation Medical facilities are posted for use in medical emergencies. 5. Each postal installation shall act to encourage and par- ticipate in the operation of a blood bank. Postal employees may be excused for the time necessary, but not to exceed one (1) day, to cover absence from regular tours of duty to make blood donations without remuneration to a Red Cross or other nonprofit blood bank. Such absence shall be with- out loss of pay or charge to annual or sick leave. - ARTICLE XX Uniforms A. Ali Uniforms Dates when seasonal changes in uniforms are to take place may be negotiated locally. B. Window Clerk Attire 1. Eligibility for uniform allowance: All employees in first and second class offices assigned on a continuing basis to a public window in a first or second class post office either for a minimum of four hours on five days a week or for not less than 30 hours a week, are required to wear window clerk uniform. Incorporates provisions relating to health programs, most of which are in Postal Manual or in Bureau of Budget guidelines. Note particular emphasis on blood donations in Paragraph 5 Uniform items to which uniform allowances are applicable: Male: Female: Business-type shirt Blouse Jacket Jacket Tie Emblem Emblem Details as to fabric, color, and desi e 5 5 gn Will be that adopted b e Allowance Advisory Board. pted by the Uniform The Postmaster may require clerks who are regularly assigned to serve at a public window, but who are not eligible to receive the uniform allowance 19 appear in neat and clean attire which meets the local standards for *PPropriate business attire. The matter of Speci º º º - - pecific business attire m subject to local negotiation. ay be ARTHCLE XXI Employee Service Vending Machines: Each craft or occupational group of employees is entitled to have one representative on the Employee Welfare Committee having control over Vending machine operations in work rooms and swing rooms. 3. organization with exclusive recognition at the installation and any ...” º to this Agreement that has formal recognition at the - * On January of each year shall submi * * t the names of th Sons to the installation head, wh ree per- 5 O shall select one to re º tº • , º, ø present the craft º, occupational group involved within thirty days after receipt of the list ° list may or may not include the incumbent. A.M. º. a 2. Uniform items to which uniform allowances are applicable: Male: . Female: Business-type shirt Blouse Jacket - Jacket Tie Emblem Emblem 3. Details as to fabric, color, and design will be that adopted by the Uniform Allowance Advisory Board. 4. The installation head may require clerks” who are regularly assigned to serve at a public window, but who are not eligible to receive the uniform allowance to appear in neat and clean attire which meets the local Standards for appro- priate business attire. The matter of specific business attire may be subject to local negotiation. ARTHCLE XXI Employee Services Wending Machines 1. Each craft or occupational group of employees shall have one representative from the craft or occupational group on the Employee Welfare Committee having control over vend- ing machine operations in work rooms and swing rooms. 2. Any organization with exclusive recognition at the installa- tion and any Organization party to this Agreement that has formal recognition at the installation shall, in January of each year, Submit in the order of preference the names of three persons selected by the organization to the installation head. Within thirty days, and after giving due considera- tion to the order of preference, the installation head shall appoint one of the persons selected to represent the craft or occupational group involved. The list submitted by the organization may or may not include ºne incumbent. Now mandatory that each craft has a *Presentative on Employee Walfare Committee from the craft. This reflects Labor-Management decision This Paragraph relates only to those units rePresented exclusively or those lin its represented formally by an affiliate of a National Exclusive Organization This language is intended to be stronger than the Previous provision in that the *čanizations submit three names in the order of preference and the installation head must give the consideration to such preference. - If no craft or occupational group has formal or exclusive recognition an election shall be held by such craft or occupational group and the installa- tion head shall select one of the three persons receiving the highest number of votes. The Employee Welfare Committee shall meet regularly but in any event no less than once each six months. - The expenditure of funds of the Employee Welfare Committee shall be by three-fourths vote. The accounting and auditing of all funds shall be as prescribed by regulations governing such funds in official Departmental publications. The rates charged the Employee Welfare Committee for utilities furnished shall be as prescribed by the Post Office Department. 4. The Employee Welfare Committee shall 3. The Employee Welfare Co 3. If no organization has formal a craft or occupational grOu such craft or Occupation shall select the craft or OCCLl ceiving the highest number of votes. * *ny event, no less than once each Employee Welfare Committee shall meet On Official time in the installation and is r mittee funds for the recreation, welfare and benefit of all employees in the installation. The Employee Welfare Com- mittee is specifically responsible for, but not limited to: a. Contracting for the operation of vending machines through open competitive bidding; b. Restricting items sold in vending machines to those pre- scribed in the Department's regulations; * c. Periodic publications of financial status for the informa- tion of all employees; d. Expending Committee funds advantageously for the wel- fare, benefits and recreational activities of all employees. No profits shall accrue to the benefit of any single group, organization or individual. . The expenditure of funds of the Employee Welfare Com- mittee shall be by three-fourths vote. The accounting and auditing of all funds shall be as prescribed by regulations governing such funds in official Departmental publications. . The rates charged the Employee Welfare Committee for utilities furnished shall be as prescribed by the Post Office Department. or exclusive recognition for P, an election shall be held by al group and the installation head Pational group employees re- ; meet regularly but SIX months. The *—- mmittee represents all employees eSponsible for administering com: Major change is that installation head must select the employee receiving the high- est number of votes , rather than one of the toP three as previously provided. Also note that no provision has been made for instal- lation in which a craft is represented on formal basis by an organization not having exclusive recognition on the national level. However, under 1964 Labor-Management decision an election must be held by such craft, also. Incorporates 1964 Lab decision abor Management Strict attention must be paid to the º matters for which the Welfare commit- l S specifically re Sponsible. They are º: but they are mandatory. Paragraph a . e Should be taken of Sub- These instructions already :- jºined in Parts 490 and 749 .*.*. Manual. In contracting the Po Peration of Vending machines stmaster should sign as chairman of the Employee w &S Foºtº: elfare Committee, not ARTICLE XXII Posting A. Except for rural carrier vacancies, duty assignments shall be posted as follows: 1. All vacant duty assignments or newly established duty assign- ments shall be posted within 7 working days after a determination has been made the position is not to be reverted. If a vacant duty assignment has not been posted within 30 days, upon request, the in- stallation head or his designee should consult with the organization concerned. 2. If the vacant assignment is reverted, a notice shall be posted within 7 working days, advising of action to be taken and reason therefor. ARTICLE XXII Posting A. Except for rural carrier vacancies, vacant craft duty assign- ments shall be posted as follows: 1. All vacant or newly established craft duty assignments, except confidential positions as defined in consultation be- tween the Deputy Assistant Postmaster General, Bureau of Personnel and the Organization involved shall be posted for employees of the craft or crafts eligible to bid within 10 days after a determination has been made the position is not to be reverted. If a vacant duty assignment has not been posted within 30 days, upon request, the installation head or his designee shall consult with the organization concerned. 2. If the vacant assignment is reverted, a notice shall be posted within 10 days advising of the action taken and the reaSOil therefor. Intended to emphasize that a11 craft duty assignments shall be posted when they become vacant. Neither the local parties nor local agreements can exempt any "confidential" positions from posting requirements. This exemption can only be made by the Deputy Assistant Postmaster General, Personne 1, and then only after consultation with the organization involved. Language also emphasizes that posting is only for employees eligible to bid. This has reference to B-1 below which provides for possible limiting of bids to sections in certain crafts. The time 1 imit has been changed from 7 working days to 10 days, meaning 10 calendar days. The obligation to consult when vacant duty assignments have not been posted within 30 days has been strengthened by substituting "shall" for "should". Time limit changed to conform with paragraph 1. 89 4. No assignments will be posted beca º º duties 3. The determination of what constitutes a sufficient change of to cause the duty assignment to be reposted shall be a subject O gotiation at the local level. f ne- use of change in starting time unless the change exceeds one hour. Whether to post or not is nego- tiable if it exceeds one hour. . In the clerk, motor vehicle, maintenance (custodial), and mail handler crafts, when it is necessary that fixed scheduled day(s) of work in the basic workweek for a craft assign- ment be permanently changed, the affected assignment(s) shall be reposted. . In the letter carrier craft and in the special delivery mes- senger craft a permanently changed scheduled nonworkday shall be posted. The letter carrier or the special delivery messenger whose fixed scheduled nonworkday was neces- sarily changed retains his assigned route. The senior eligible letter carrier or special delivery messenger who applies for the changed ROHWOFKāāy in the craft involved shall be assigned to the new basic schedule without changing from his route.TLetter carriers or specialſTöelivery messengers eligible to bid are those within the sections as established with the respective craft by local negotiation or consulta- tion as appropriate, which negotiation or consultation shall be for the specific purpose of implementing this subpara- graph as it applies to the letter carrier craft and to the special delivery messenger craft. In the absence of such designation of Sections by local negotiation or consultation, all regular letter carriers or regular special delivery mes- sengers may bid for the changed nonworkday within their craft on an installation wide basis. 5. The determination of what constitutes a sufficient change of duties, principal assignment area, or scheme knowledge re- uirements, to cause the duty assignment to be reposted shall be a subject of negotiation at the local level. Mandatory requirement to post for change in fixed scheduled day (s) of work in basic workweek is result of P. L. 89-301 which gives senior employees choice of basic workweek. Note that in the four crafts listed a change in days of work require the affected assignment to be reposted. This varies with the procedure for letter carriers and special de livery messengers. See Paragraph 4 below. If the scheduled day off is changed for letter carriers or special delivery messengers only the new day off is posted not the assignment. The employee involved retains his assigned route. The senior bidder gets the new basic work schedule but not the assignment; he stays on his own route, Provision is made to limit such bidding to sections, as determined by negotiation or consultation. Note that the designation of bidding in this paragraph is different than the designation of bidding under Article XII E 4 a and Section B 1 of this Article. If this provision of designating sections under this paragraph is not exercised, this changed non work day must be posted installation wide, within the respective craft. Two new items regarding posting are subject to local negotiations. 90 B. Place of Posting A notice shall be posted conspicuously in such place or places at the in- stallation where the vacancy exists including stations and branches of post offices, as to assure that it comes to the attention of employees eligible to submit bids. 6. No assignment will be posted because of change in starting time unless the change exceeds an hour. Whether to post or not is negotiable at the local level, if it exceeds one hour. 7. An unassigned regular employee may bid on duty assign- ments posted for bids by employees in his craft. If he does not bid, he may be assigned in any vacant duty assignment for which there was no senior bidder in the same craft and installation. His preference is to be considered if more than one such assignment is available. 8. In the motor vehicle craft, when requested by the local organization having exclusive or formal recognition: a. All regular motor vehicle operator and tractor-trailer operator assignments in cities where daylight time is observed shall be posted for bids twice each year incident to the time changes. b. In other cities such assignments shall be posted for bid. once each calendar year. B. Place of Posting s’. Pºº. . . The notice inviting bids for a craft assignment shall be posted tº ##%'official bulletin boards at the installation where the &acáñey exists, including stations and branches, as to assure ‘that it comes to the attention of employees eligible to submit bids. Copies of the notice shall be given to the local exclusive or formal organization(s) for the craft(s) affected. When an absent employee has so requested in writing, stating his mailing address, a copy of any notice inviting bids from his craft shall be mailed to him by the installation head. 1. In the letter carrier, maintenance (custodial), special deliv- ery messenger and mail handler crafts, posting and Bidding for preferred duty assignments shall be installation-wide un- less the local agreement or established past practices specifi- cally limits bidding to sections defined in compliance with the reassignments agreement, Article XII, Section C.4.a. Merely makes clear the option to post for changes of more than one hour in starting time applies to the local level. Incorporates 1964 Labor management decision which gives installation head right to assign unassigned regular who does not bid on posted vacancies. The employees preference, however, must be considered. Basically incorporates Postal Manual Provision and 1964 Labor Management decision. Note, however, that the local exclusive or formal organization must request such posting. If no request is made the assignments will not be posted except when warranted. Reference is to Calendar year without designating just when the posting will take place. This matter is subject to negotiation or consultation as appropriate. In other words the matter of Posting is mandatory, upon request, while the question of when the posting is done is negotiable or subject to consultation. Provides for a specific place to Post bid notices also provides copies of bid notices to the local employee organization(s) affected and to certain absent employees. Since e absent employees must request bid notices in writing this fact should be made known to all employees in the installation. Four crafts have made provisions for sectional bidding. Note, however, that bidding is installation wide unless the local agreement or established past practices has defined sections in conjunction with reassigning employees excess to the needs of a section. (Article XII, C 4 a.) 91 C. Length of Posting The notice shall remain posted for not less than 7 calendar days. D. Information on Notices The notices shall describe: a. The duty assignment by position title and number (e.g. key, stand- ard or individual position) PFS salary level Scheme knowledge requirements where applicable Hours of duty The principal assignment area (e.g., section and/or location of activity) Qualification standards Physical requirements unusual to the specific assignment Invitation to employees to submit bid Whether the compensatory day(s) are fixed or rotating If city carrier route is involved the carrier route number shall be designated. - 2. In the clerk and the motor vehicle crafts, posting and bid- ging for preferred duty assignments shall be installation- wide, without exception. C. Length of Posting The notice shall remain posted for 10 days, unless a different length for the posting period is established by local agreement 9 in consultation, as appropriate. D. Information on Notices Information shall be as shown below and shall be specifically stated: 1. The duty assignment by position title and number (e.g. key, standard or individual position). . PFS salary level. . Scheme knowledge requirements where applicable. . Hours of duty (beginning and ending). . . The principal assignment area (e.g., section and/or location of activity). 6. Qualification standards, including occupational code num- ber when such standards and numbers are available. 7. Physical requirement unusual to the Specific assignment. 8. Invitation to employees to submit bids. 9. The fixed or rotating schedule of days of work, as appropriate. 10. If city carrier route is involved the carrier route number shall be designated. ed., installation wide Local agreements of ide for section In the two crafts list bidding is mandatory. past practices can not prov bidding. Former language provided for minimum 7 calendar day posting period but no maximum. New language make this 10 day posting period mandatory (no more, no less) unless a different length is established through local negotiations or consultation. Bid notices will contain additional information: - (4) both beginning and ending hours of duty (6) occupational code number when available in conjunction with qualifit cation standards and (9) fixed or rotating days of work in lieu of former provision for compensatory days which no longer exist. E. Successful Bidder Within 7 days after the closing date of a posted assignment, the post- master shall post a notice stating the successful bidder and his seniority date. Except when the position requires scheme knowledge, the senior bidder meeting the qualification standards established for the posi- tion and any unusual requirement posted shall be assigned as soon as practicable, consistent with the needs of the service. When the position requires scheme knowledge, the senior bidder has not in excess of 90 days to qualify. E. Successful Bidder 1. Within 10 days after the closing date for the posting (in- cluding December) the installation head shall post a notice stating the successful bidder and his seniority date. . The successful bidder must be placed in the new assignment within 21 days except in the month of December. The local agreement may set a shorter period. . When the duty assignment requires scheme knowledge, if the senior bidder is qualified on the essential scheme re- quirements of the position, assign him in compliance with Changes time limit for posting notice of successful bidder and seniority to conform with other changes in time limits. Emphasizes what was implied in former language that such posting of successful bidder must be done even in December. Former requirement for assigning successful bidder was "as soon as practicable". New language makes such assignment mandatory within 21 days (except December), unless the local agreement sets a shorter period. The same 21 day requirement applies to duty assignment with scheme knowledge if the successful bidder is qualified on the essential scheme requirements. If the successful bidder is not qualified the 21 day requirement is not operative. If not qualified, the successful bidder has 90 days in which to so qualify. If the successful bidder is not qualified in that time, the senior bidder then qualified gets the assignment. Note provision is made for detailing qualified employee to the position during the 90 day period. See Part 33.544a of the Postal Manual for defintion of essential schemes. 2 above. If the Senior TBIddeſ ISTHOf qualified on the essential scheme requirements when the posting period is closed, permanent filling of the preferred assignment shall be deferred until he is qualified on the essential scheme requirements, but not in excess of 90 days. The deferment period shall begin the day notice is posted Stating the Sûc- cessful bidder. TImmediately after the end of the deferment period, the senior bidder then qualified shall be permanently assigned. During the deferment period, the assignment normally should be filled by the detail of a qualified employee. 4. Normally the successful bidder shall work the duty assign- 3. Normally the successful bidder shall work the ment as posted. - duty assi posted. y assignment as ARTHCLE XXHHH Promotions In recognition of the extensive consultations that have taken place between the Post Office Department and the Employee Organizations over the past three years on promotions, and in recognition of the fact that existing promotion procedures must be immediately implemented and that the pro- posed implementation has been the subject of consultation with the Organi- zations, it is agreed that the revised promotion procedures as implemented will remain in effect until June 1, 1965, without regard to the termination date of this Agreement. The Department and the Organizations agree that the establishment of procedures for determining: (1) the method of qualifying employees to be placed on an eligibility list, (2) the zone of consideration within such eligible registers from which selection for promotion to initial level supervisory positions shall be made, and (3) appropriate appeal procedures on violations of the established promotion procedures, are negotiable. The Department agrees to open negotiations with the Or- ganizations to establish the above procedures at least 30 days prior to June 1, 1965. The promotion procedures now in effect for the Motor Vehicle and the Maintenance (custodial) Services will remain in effect until changed by the procedures provided above. It is understood that any an all aspects of promotion procedures must comply with Civil Service Regulations and be approved by the Com- mission. ARTICLE XXIII Promotions Methods of Qualifying Employees To Be Placed on an Eligibility List (Register) - - A. For Initial Promotion to Initial Level Supervisory Positions in the Post Office Branch of the Postal Field Service 1. Written Examination. An employee's name will be placed on an eligibility list (register) upon successfully passing an appropriate written examination prescribed by the POSt Office Department. 2. Eligibility To Take the Written Examination. Any career regular or career substitute employee in the Post Office Branch of the Postal Field Service (except substitute rural carrier), at PFS-3 or higher who has a total of four (4) or more years of career service in the clerk, letter carrier, mailhandler, rural carrier, or special delivery messenger craft or in a combination of those crafts, is eligible. Any regular or career substitute employee in a branch of the service other than the Post Office Branch, i.e., Motor Veº hicle or Maintenance (Custodial), who has a total of five (5) or more years of career service in the clerk, letter car- rier, mailhandler, rural carrier, or special delivery messen- ger craft or a combination of those crafts, is eligible. Any PFS-3 employee in order to be eligible must have passed the clerk-carrier examination. 3. Standing on List (Register). An eligible employee's stand- ing on the list (register) is determined by his score on the written examination supplemented by service credit. Service credit is computed by adding to his written examination score on the eligible list (register) one-half (%) point for each full year of postal service not to exceed 27 years. Military service is creditable as service credit provided military service interrupted continuous postal service. 4. Establishment of Lists (Registers). Lists (registers) pre- scribed by this section shall be established at all post offices which have twenty-five (25) or more employees at the time an examination is given. Incorporates promotion a was signed in 1965. greement which B. 2. For Initial Promotion to Initial Level Supervisory Positions in the Maintenance (Custodial) Branch of the Postal Field Service . Written Examination and/or Standing on List (Register). An employee's name will be placed on an eligibility list (register) upon successfully passing an appropriate written examination prescribed by the Department. Service credit is computed by adding to his written examination Score on the eligible list (register) one-half (%) point for each full year of postal service not to exceed 27 years. Military service is creditable as service credit provided military serv- ice interrupted continuous postal service. Pending the establishment of an appropriate written examination pre- scribed by the Department, each first-line supervisory va- cancy to be filled by promotion will be posted for fifteen (15) calendar days. Those employees who meet the posted qualification standards shall be placed on a list (register) in order of total service in the Maintenance (Custodial) ranch. Eligibility to Take the Written Examination and/or to be Placed on a Promotion List (Register). To be eligible, employees in the Maintenance (Custodial) Branch must have 4 years of service in that Branch. Employees not currently in the Maintenance (Custodial) Branch must have had at least 5 years service in the Maintenance (Custodial) Branch. For Initial Promotion to Initial Level Supervisory Positions in the Motor Vehicle Branch (Operations and Maintenance) of the Postal Field Service . Written Examination and/or Standing on List (Register). An employee's name will be placed on an eligibility list (register) upon Successfully passing an appropriate written examination prescribed by the Department. Service credit is computed by adding to his written examination score on the eligible list (register) one-half (%) point for each full year of postal service not to exceed 27 years. Military service is creditable as service provided military service in- terrupted continuous postal service. Pending the establish- ment of an appropriate written examination prescribed by the Department, each first-line supervisory vacancy to be filled by promotion will be posted for fifteen (15) calendar days. Those employees who meet the posted qualification standards shall be placed on a list (register) in order of total service in the Motor Vehicle Branch. 2. Eligibility to Take the Written Examination and/or be Placed on a Promotion List (Register). To be eligible, employees in the Motor Vehicle Branch must have 4 years of service in that branch. Employees not currently in the Motor Vehicle Branch must have had at least 5 years serv- ice in the Motor Vehicle Branch. Zone of Consideration Within Eligible Registers From Which Initial Selection for Promotion to Initial Level Supervisory Positions Shall Be Made A. To Initial Level Supervisory Positions in the Post Office Branch of the Postal Field Service The top fifteen percent (15%) of the eligibles on the super- visory promotion list (register) at the time of filling each initial level supervisory position constitutes the “Zone of Considera- tion.” When the top 15% produces more than 100 names of employees, the zone of consideration shall be the top 100 names on the list. When the top 15% produces less than 9, the top 9 employees shall be the zone of consideration. When 9 or less employees are on the list (register) all employees on the list (register) shall be the zone of consideration. B. To Initial Level Supervisory Positions in the Maintenance (Custodial) Branch of the Postal Field Service The zone of consideration shall be the top 50% of the em- ployees on the list (register). When the top 50% produces more than 50 employees, the zone of consideration shall be the top 50 employees on the list (register). When the 50% produces less than 6, the top 6 employees shall be the zone of considera- tion. When 6 or less employees are on the list (register), all employees on the list (register) shall be the zone of considera- tion. C. To Initial Level Supervisory Positions in the Motor Vehicle Branch (Operations and Maintenance) of the Postal Field Service The zone of consideration shall be the top 50% of the em- ployees on the list (register). When the top 50% produces more than 50 employees, the zone of consideration shall be the top 50 employees on the list (register). When the 50% produces less than 6, the top 6 employees shall be the zone of consideration. When 6 or less employees are on the list (register), all employees on the list (register) shall be the zone of consideration. Promotion Appeal Procedure A. Non-Promoted Employees Non-promoted employees who are within the “Zone of Con- sideration” shall upon their oral and/or written request to the installation head or promotion authority be informed orally and/or in writing, in accordance with the way the request was submitted, of the specific reason(s) why they were not selected and be given (1) advice on correcting any deficiencies that con- tributed to their non-promotion and (2) training and other services are available without incurring additional costs to the Department. B. Eligibility To Appeal An employee desiring to file a promotion appeal must file within thirty (30) working days after the day of the promotion which caused the employee to appeal. A promotion appeal may only be filed and processed on the appellant's complaint that a procedural error is alleged to have been made in proc- essing the promotion. The determination of qualifications or relative qualifications is not a procedural matter. In order for an appellant to be eligible to file a promotion appeal, a promotion must have been made for which the appellant was eligible. An employee organization may file an appeal on behalf of an employee provided the employee has so authorized the organization in writing. C. Appellate Level A decision of the installation head may be appealed to the Regional Director. Where the promotional authority is not vested in the installation head, the promotion appeal shall be referred by the Regional Director to the Assistant Postmaster General, Bureau of Personnel. D. Information on Appeals The appellant's appeal must be labeled “Promotion Appeal" and it must contain as a minimum the following information: 1. Name, title and grade level of appellant. 2. Identification of the promotion involved and the successful applicant. 3. Reasons or bases for appellant's belief that promotion pro- cedures were not followed or otherwise were violated. 4. Name of designated representative (individual or organiza- tion) if any. 5. A request for a discussion at the Regional Level, if such is desired. 97 E. Appellant's Right of Representation An employee has the right to select whomever he desires to represent him in a promotion appeal. When an employee re- quests an organization rather than an individual to represent him in a promotional appeal, management will recognize the President of that organization as the representative, unless that official designates another organization representative. F. Right of Organization With Exclusive Recognition The exclusive organization shall have the following rights in promotion appeals: 1. To be notified of the time and place of and to be present at any discussion between the Department's representatives and the employee and/or his representative. 2. The organization, if any, with exclusive recognition at the level where the appeal is being processed shall be furnished with a copy of the written decision. 3. If not the designated representative of the appellant, shall have an opportunity to state the exclusive organization's position on the appeal. This right shall be exercised only one time and shall follow the presentation made by the employee and/or his representative. G. Processing of Appeal 1. Upon receipt of the first appeal by the Regional Director, he shall notify the Postmaster that an audit committee 1S to be immediately established to develop the facts relating to the procedural handling of the promotion. 2. The audit committee will consist of a representative of the Postmaster and a representative selected by the Employee Organization which holds exclusive recognition at the na- tional level. 3. Within 10 days after formation of an audit committee, the committee will send directly to the Regional Director a. signed report setting forth joint and/or individual findings concerning the procedural handling of the promotion. No other appeal on the same promotion action shall be proc- essed. H. Decision of the Regional Director 1. If the appellant or his representative requests informal dis- cussion at the time he appeals, the Director of the Personnel Division shall then arrange to meet with the employee and/or his representative prior to the decision of the Re- gional Director. All travel and other costs on the part of the organization, the appellant or his representative shall be at his own expense. However, the Regional Director shall arrange to have annual leave or leave without pay granted at the option of each employee involved. 2. The Director, Personnel Division, shall summarize the dis- cussion and make his recommendation to the Regional Director who shall render a decision based on the record of the official file including employee's appeal, the audit committee's report and summary of discussion with the Director of Personnel Division within ten (10) days after receipt of the audit committee's report. If no informal discussions are held, the decision will be rendered within ten (10) days after receipt of the audit committee's report by the Regional Director. 3. No additional information shall be solicited by the Director, Personnel Division. However, he may accept new relevant and material evidence which was not previously available upon a showing by the party presenting the new evidence that it was not previously disclosed through no fault of the party making request for its consideration. Copies of the Regional Director's decision shall be forwarded to the ap- pellant, his representative and the installation head. The basis for the decision shall be stated as clearly as practical. If...the Regional Director's decision is that there was a pro- cedural error, he shall order immediate corrective action. I. Review of Regional Director’s Decision There shall be no appeal from the Regional Director's decision. However, a national officer of an Organization may request the Assistant Postmaster General, Bureau of Personnel, to review a decision of the Regional Director. Such a request must indicate the specific reasons for believing that either the pro- motion or the promotion appeal was not handled in accordance with procedures. J. Residual Authority These procedures in no way impair the residual authority of the Postmaster General. K. Termination An appeal will be terminated when so requested by the appel- lant at any stage of the proceedings. ARTICLE XXIV Parking Control When the installation head determines parking facilities are available in excess to the needs of the Federal government, the guidelines for the assignment of such remaining parking facili- ties may be a subject of negotiation or consultation, as appro- priate. The continuing use of parking facilities made available to employees is contingent upon the needs of the Federal government. ARTICLE XXV Mechanization A. It is recognized that representatives of Employee Organi- zations can contribute to the efforts of the Department in the area of mechanization. Therefore, while the Department re- tains the right to determine the methods, means and perSonnel by which operations are conducted, a mechanization committee shall be established. The committee shall be primarily con- Cerned with the effects on personnel of proposed and adopted mechanization. B. Representation on the Committee, to be Specifically deter- mined by the Department and the Organizations, shall include 90° Person from each of the organizations and representatives from appropriate Bureaus in the Department. C. In relation to mechanization the committee shall: 1. Be consulted about proposed implementation. 2. Identify and discuss problems resulting from mechaniza- tion. 3. Propose solutions to problems. 4. Be advised of the results of research when appropriate. D. The committee shall be scheduled to meet bimonthly and at such other times as the committee may deem necessary. Permits employee organization to have a part in establishing guidelines for assignment of parking spaces. Note that the only mandatory contingency is the needs of the Federal government. In other words, the installation head may not set aside parking spaces for certain individuals in excess of the needs of the federal government. . . . . . and then through negotiations or consulta- tion establish the guidelines for the remaining facilities. The guidelines should cover all facilities in excess of the needs of the Federal government which could include the mandatory needs of certain postal officials. This doesn't mean, of course, that the installation head must agree with the employee organization's position on # facilities, but he is obligated to negotiate or consult, as appropriate: There is no provision for negotiations with supervisors but, or course, the postmaster may consult with supervisors and consider their needs in determining his position at the bargaining table • Establishes a new committee at the National level for the purpose of consultation in a vital area which becomes more important and has greater effect in personnel as the Department's mechanization program expands. ARTICLE XXIV Postal Manual Conflict To the extent provisions of the Postal Manual which are in effect on the effective or renewal date of this Agreement are in conflict with this Agreement the provisions of this Agreement will govern. ARTICLE XXV Duration of Agreements and Special Provisions A. Agreement and National Supplemental Agreement This Agreement and National Supplemental Agreements, hereinafter referred to as the Agreements, shall become effective as of July 1, 1964, and shall remain in effect through October 31, 1965. They will auto- matically be renewed for biennial periods unless at least 60 days prior to October 31, 1965, or any subsequent anniversary date, either party gives notice to the other in writing by Certified Mail of its desire to modify or amend the Agreements. Six months after the effective date of these Agreements, or of any renewal anniversary date thereof, either party may serve a written No- tice to Reopen upon the other for the purpose of negotiating amend- ments to these Agreements. Said Notice shall indicate generally the subject matter of the proposed amendments. Such Notice shall be sent by Certified Mail and may be served only once during a calendar year. Any resulting negotiations shall take place for not more than 15 working days, unless otherwise mutually agreed upon. The parties may by mutual consent reopen these Agreements at other times and negotiate for such period as may be mutually agreed upon. Any amendments agreed upon as the result of reopening these Agree- ments shall take effect upon a date mutually agreed upon by the parties. B. Duration of Local Agreements Local agreements and supplements thereto shall remain in effect through October 31, 1965. They will automatically be renewed for biennial pe. riods unless different renewal modification, amendment or termina- tion dates and procedures for such changes are established by mutual agreement of the parties to the National Agreement. - * ARTICLE XXVI Postal Manual Conflict To the extent provisions of the Postal Manual which are in effect on the effective or renewal date of this Agreement are in conflict with this Agreement the provisions of this Agree- ment will govern. ARTICLE XXVII Duration of Agreements and Special Provisions A. Agreement and National Supplemental Agreements, be- come effective when signed and shall remain in effect through October 31, 1967, at which time they will expire. At least 60 but not more than 90 days prior to the expiration date, the parties agree to enter into negotiations for a new national agreement and supplements. B. Duration of Local Agreements Local agreements and supplements thereto whether new, amended, modified or added to all shall become effective as of the date mutually agreed to by the parties who negotiate them and shall terminate on the same date Q S the National Agreement and Supplements; however, local agreements and supplements will be extended to the close of any period of local negotiations determined by the parties to the National Agreement at which time they will terminate. Establishes new terms for the duration of the National Agreement and Local agreements. While the language calls for an effective date of August 31, 1966 (date of signing) the parties have agreed to make the effective date September 21, 1966 in order that copies of the Agreement may be distributed to the field. The language legally terminates the National Agreement 9ctober 31, 1967 and commits the parties to enter into negotiation for a new agreement (and supplements). Local Agreements and supplements also legally terminate October 31, 1967 but if the national parties set a period for local negotiations after October 31, 1967, existing local agreements will be extended beyond October 31, 1967 to the close of such period of local negotiations. 101 SUPPLEMENTAL AGREEMENT Heavy Duty Compensation It is agreed by and between the Post Office Department and the National Rural Letter Carriers’ Association that the following terms and conditions represent the basic understanding of the parties for the administration of heavy duty compensation for the period of this agreement. 1. Heavy duty compensation is additional compensation above that pro- vided in the Rural Carrier Schedule, paid in accordance with a Heavy Duty Schedule established pursuant to authority granted the Post- master General in 39 U.S. Code 3543 (c). The Heavy Duty Schedule shall show the annual compensation for evaluated hours of required Service per week, up to and including 48 hours, based on the com- pensation for the 42-mile route (equivalent to: PFS-4, 5 days, 40 hours per week) established by the RCS Schedule as the compensa- tion of an evaluated 40-hour week. Compensation for required evaluated service in excess of 40 hours per week shall be valued at 1% the hourly rate of the 40 hour per week rate to determine annual compensation on routes where the required evaluated service exceeds 40 hours but does not exceed 48 hours per week. Heavy duty compensation will be authorized on the basis of evaluated time as determined by the Office and Route Time Standards, after subtracting any relief time. The official annual evaluation of a route to determine continued eligibility for heavy duty compensation or elimination of or adjust- ment in heavy duty compensation shall be conducted during the last two full weeks in September. Eligibility for heavy duty com- pensation on other routes will be determined on the basis of the official annual evaluation conducted during the third week in Sep- tember. Whenever a carrier represents that certain unusual condi- tions or special services were not reflected in the regular annual evaluation, the evaluated time may be adjusted by an appropriate allowance as determined by the Regional Office. Such additional allowance may be authorized only when the carrier’s actual work time exceeds the current evaluated time for the route. When sub- stantial service changes occur, which indicate possible eligibility for, or adjustment of heavy duty compensation, a special count to be conducted during the third week of any month except Decem- ber, may be taken at the initiative of the Department or in re- sponse to a request from the carrier on the affected route. SUPPLEMENTAL AGREEMENT Heavy Duty Compensation It is agreed by an between the Post Office Department and the National Rural Letter Carriers' Association that the fol- lowing terms and conditions represent basic understanding of the parties for the administration of heavy duty compensation for the period of this agreement. 1. Heavy duty compensation is additional compensation above that provided in the Rural Carrier Schedule, paid in ac- cordance with a Heavy Duty Schedule established pur- suant to authority granted the Postmaster General in 39 U. S. Code 3543(c). The Heavy Duty Schedule shall show the annual compensation for evaluated hours, of required service per week, up to and including 48 hours, based on the compensation for 42-mile route (equivalent to: PFS-4, 5 days, 40 hours per week) established by the RCS Sched- ule as the compensation of an evaluated 40-hour week. Compensation for required evaluated service in excess of 40 hours per week shall be valued at 1% the hourly rate of the 40-hour per week rate to determine annual com- pensation on routes where the required evaluated Service exceeds 40 hours but does not exceed 48 hours per week. 2. Heavy duty compensation will be authorized on the basis of evaluated time as determined by the Office and Route Time Standards, after subtracting any relief time. 3. The official annual evaluation of a route to determine continued eligibility for heavy duty compensation or elim- ination of or adjustment in heavy duty compensation shall be conducted during the last two full weeks in September. Eligibility for heavy duty compensation on other routes will be determined on the basis of the official annual eval- uation conducted during the third week in September. Whenever a carrier represents that certain unusual con- ditions or special services were not reflected in the latest evaluation, the evaluated time may be adjusted by an appropriate allowance as determined by the regional office. Such additional allowance may be authorized only when the carrier's actual work time exceeds the current eval- uated time for the route. Latest evaliation substitued for regular annual .02 Provides immediate determination and authorization of change in heavy duty compensation for duties other than 4. When daily recurring work duties other than traditional service functions are added to or removed from a route after the Tatest route evaluation, the regional office shall promptly determine time requirements for such added traditional functions (for example, duties and authorize any appropriate adjustment of heavy delivering mail to boxes in - duty compensation. apartment buildings). Note: this new 5. When substantial service changes occur, which indicate provision was clarified in Postal possible eligibility for, or adjustment of heavy duty com: Bulletin 20549, September 1, 1966 and pensation, a special count to be conducted the third week should be read carefully. of any month except December, may be taken at the initiative of the Department or in response to a request from the carrier on the affected route. The word "during" was deleted merely as clarification. (This isnguage & 6. Assi in the f reli & heavy duty routes, - º 4. Assistance in the form of relief days on heavy duty routes, except ãº.º.º. º: in tº...?. (formerly was in Paragraph no. 3) during the Christmas period, will be provided only when the eval- when the evaluated time exceeds 48 hours per week. Such uated time exceeds 48 hours per week. Such routes will be relieved routes will be relieved for one full day each week (classi- for one full day each week (classified as “K” routes), or for one fied as “K” routes), or for one full day every other week full day every other week (classified as “J” routes) as necessary (classified as “J” routes) as necessary to retain the carrier to retain the carrier under the Heavy Duty Schedule at a rate for under the Heavy Duty Schedule at a rate for 41 hours 41 hours or more. When such assistance is provided, the rural or more. When such assistance is provided, the rural car- carrier's compensation will be on the basis of the remaining hours tier's compensation will be on the basis of the remaining of required evaluated service per week. No assistance (relief hours of required evaluated service per week. No aSSiSt- days) will be provided if the result is a salary change to an amount ance (relief days) will be provided if the result is a salary less than the salary established by law under the Rural Carrier change to an amount less than the salary established by Schedule, based on miles of route. law under the Rural Carrier Schedule, based on miles of route. 7. When substitute of record is unavailable for cause on a Permits rural carrier to switch relief scheduled relief day and suitable replacement is not avail: day in same work week if sub or suitable able, the regular rural carrier, if mutually agreeable be- replacement is not available. This tween him and the postmaster, may serve his assigned rural route providing another relief day is scheduled within should help relieve problem of unavailable ...the same workweek (Saturday through Friday). relief. 5. Changes in compensation due to eligibility for, adjustment, or loss of heavy duty compensation as determined by the annual evalua- tion shall be effected at the beginning of the first pay period of the second calendar month following the evaluation. Changes in Com- pensation based on special evaluations shall be effected as soon as possible but not later than the beginning of the second pay period in the calendar month following the special evaluation. 8. Changes in compensation due to eligibility for adjust- ment, or loss of heavy duty compensation as determined by the annual evaluation shall be effected at the beginning of the first pay period of the second calendar month fol- lowing the evaluation. Changes in compensation based on special evaluations shall be effected as soon as possible but not later than the beginning of the second pay period in the calendar month following the special evaluation. 9. When substantial Service changes occur on a route which indicate that heavy duty compensation, and relief if appli- Permits the regional office to make cable, should be increased, decreased, or eliminated, the immediate adjustments in routes when regional office shall adjust the route evaluation and make substantial service changes occur by use an interim adjustment in the heavy duty status - of a formula before taking an actual special carrier pending a special count and evaluation. COUiſit, p However, the special mail count must tion of be taken later as specified. 10. Such interim adjustment shall be made by a formula based on allowances for known factors, and a percentage ratio of remaining allowances as reflected in the last official count. ºlº U 6. The National Rural Letter Carriers’ Association shall be consulted on Postal Manual changes, Postal Bulletin Notices, Office and Route Time Standards, the Performance Appraisal Program and the Ad- ministrative Procedures when directly related to the operation of this agreement. The life of this Supplemental Agreement shall be the same as that of the Basic Agreement between the parties. Supplements thereto, and/or negotiation thereof, shall be in accordance with procedures established in the Basic Agreement. SUPPLEMENTAL AGREEMENT Tools for Vehicle Maintenance Personnel It is agreed by and between the Post Office Department and the Na- tional Federation of Post Office Motor Vehicle Employees, AFL-CIO, that the Department will furnish the basic tools deemed necessary for the performance of official duties by personnel assigned to vehicle main- tenance duties in vehicle maintenance facilities under the following con- ditions. 1. The determinations as to the tools that are considered basic tools shall be made by the Department. These tools will remain the prop- erty of the United States Government and will be available for use by employees in the performance of their jobs. Each mechanic will furnished the hand tools which he is required to use in his daily as- signment, as determined by the Department. Each mechanic will be held accountable on a charge-out basis for each tool issued to him. If a tool becomes worn or useless, it will be turned in to the stockroom for replacement. Each mechanic may be required to reimburse the Department for any loss or damage, beyond reasonable wear and tear, sustained with respect to the tools for which he is accountable. The Department will purchase such tools on the first supply date after July, 1, 1963, that the Department determines funds are avail- able for the purchase. The term of this supplemental agreement shall be the same as that of the Basic Agreement between the parties and supplements and amend- ments thereto, and/or renegotiation thereof, shall be in accordance with procedures established in the Basic Agreement. 11. 12. 13. The adjustment shall be made promptly following the determination that an interim adjustment is required. A specialſ maiſcount must be made during the third week of the first month following the effective date of the interim adjustment, except during the month of December. The National Rural Letter Carriers’ Association shall be consulted on Postal Manual changes, Postal Bulletin no- tices, Office and Route Time Standards, the Performance Appraisal Program and the Administrative Procedures when directly related to the operation of this Agreement. The life of this Supplemental Agreement shall be the same as that of the Basic Agreement between the parties. Sup- plements thereto, and/or negotiation thereof, shall be in accordance with procedures established in the Basic Agree- ment. SUPPLEMENTAL AGREEMENT Tools for Vehicle Maintenance Personnel A. It is agreed by and between the Post Office Department and the National Federation of Post Office Motor Vehicle Em- ployees, AFL-CIO, that the Department will furnish the basic tools deemed necessary for the performance of official duties by personnel assigned to vehicle maintenance duties in vehicle maintenance facilities under the following conditions: 1. The determination as to the tools that are considered basic tools shall be made by the Department. These tools will remain the property of the United States Government and will be available for use by employees in the performance of their jobs. Each mechanic will be furnished the hand tools which he is required to use in his daily assignment, as determined by the Department. 2. Each mechanic will be held accountable on a charge-out basis for each tool issued to him. If a tool becomes worn or useless, it will be turned in to the stockroom for replace- ment. Each mechanic may be required to reimburse the Department for any loss or damage, beyond reasonable wear and tear, sustained with respect to the tools for which he is accountable. 3. When the Department determines funds are available, addi- tional tools may be authorized after consultation with the appropriate employee organization. The list of tools sub- mitted by the organizations will be considered. B. The term of this supplemental agreement shall be the same as that of the Basic Agreement between the parties and sup- plements and amendments thereto, and/or renegotiation there- of, shall be in accordance with procedures established in the Basic Agreement. Provides for additional tools when funds are available. Regional letter will be issued authorizing additional tools pursuant to this provision. 04. SUPPLEMENTAL AGREEMENT Hourly Rate Regular Employees It is agreed by and between the Post Office Department and the National Association of Post Office & General Services Maintenance Employees, Note - following should be carried opposit that the following terms and conditions represent the basic understand- - supplemental agreement on Hour 1 Fº SIL tº ing of the parties as to the applicability of the 8-in-10 hour law and over- Regular Employees which was in y ld £ time compensation to hourly rate regular employees in the Maintenance but not in new. Su l C) agreement Service. - Hourly R gº PPlemental Agreement on 1. Hourly rate regular employees in the Maintenance Service are - y ate Regular Employees in the mainten *** ***Vice eliminated because its provisi. subject to the provisions of the 8-in-10 hour rule and the Postal Manual will be appropriately clarified. *re now contained in Article XV which covers - hourly rate employees regardless". craft 2. Hourly rate regular employees in the Maintenance Service who are § assigned to work in excess of 8 hours a day are entitled to over- time pay and the Postal Manual will be appropriately clarified. The term of this supplemental agreement shall be the same as that of the Basic Agreement between the parties and supplements or amend- ments thereto, and/or renegotiation thereof, shall be in accordance with procedures established in the Basic Agreement. SUPPLEMENTAL AGREEMENT SUPPLEMENTAL AGREEMENT Seniority Seniority A. Introduction g 1. The Department and the National Association of Letter A. Introduction Carriers, AFL-CIO; the National Association of Post Office Mail Mail Handlers, Watchmen. Messengers, and Group Leaders, Handlers added to Coverage The Department and the National Association of Letter Carriers, AFL- AFL-CIO; the National Association of Special Delivery CIO; the National Association of Special Delivery Messengers, AFL– Messengers, AFL-CIO, and the United Federation of Postal Clerks, AFL-CIO; agree to the following seniority princi- CIO; and the United Federation of Postal Clerks, AFL-CIO, agree to ples which replace all f les, instructi d e tº º ſº tº gº * : replace a Orſheſ TuleS, InStructions an a C- the following seniority principles which replace all former rules, instruc- tices. - pr tions and practices. tº * 4e t e 2. This Agreement will continue relative seniority standings properly established under past instructions, rules, and prac- tices and the Agreement shall be so applied. Seniority standings established before July 1, 1964, shall not be Incorporates 1964 Memo of Understanding changed except to correct an error. If an employee re- quests a correction of seniority standing, it is the responsi- bility of the requesting employee to identify and restate the specific instructions, rule or practice in support of the re- quest. 10 B. Coverage These rules apply to career annual rate and hourly rate regular em- ployees and to career substitute employees when a guide is necessary for filling vacant assignments and for other purposes. No employee solely by reason of this agreement shall be displaced from an assign- ment he gained in accord with former rules. C. Responsibility The postmaster is responsible for day-to-day administration of seniority. The application of this general agreement shall be open to negotiation at post office level with the organization having exclusive recognition there for the craft. Should no organization have such exclusive recognition, there shall be consultation with the organization with formal recogni- tion for the craft. HD. HDefinitions 1. Craft Group—A craft group is composed of those positions for which an organization has secured exclusive recognition at the na- tional level. 2. Seniority for Preferred Assignments— a. This seniority determines the relative standing among career regular employees eligible to bid for preferred assignments. It is computed from career appointment in a particular craft and level and continues to accrue so long as service is uninterrupted in the same craft and level in same post office, except as other- wise specifically provided. Seniority for preferred assignments shall include employment in both PFS-4 and in the PFS-5 assignments listed in paragraph D.2.b (3) when the employee is, as the senior qualified bidder in his craft: (1) Assigned from PFS-4 to one of the listed PFS-5 assign- mentS. (2) Returned from one of the listed PFS-5 assignments to a PFS-4 assignment. (3) Changed from one to another of the listed PFS-5 assign- mentS. B. Coverage These rules apply to career annual rate and hourly rate regular employees and to career substitute employees when a guide is necessary for filling vacant assignments and for other pur- poses. No employee, solely by reason of this Agreement, shall be displaced from an assignment he gained in accord with former rules. C. Responsibility The installation head is responsible for day-to-day administra- tion of seniority. Installation heads where practicable-will ***** -ºxººctºrvrº- ºvº ºssºs. Aºtº. :* -., -e- ºr,”------ post a seniority list. If not practicable, such information will be made available. The application of this general agreement shall be open to negotiation at post office level with the or- ganization having exclusive recognition there for the craft. Should no organization have such exclusive recognition, there shall be consultation with the organization with formal recog- nition for the craft. HD. Definitions 1. Craft Group—A craft group is composed of those posi- tions for which an Organization has secured exclusive rec- ognition at the national level. 2. Seniority for career regular employees for preferred as- signments and for other purposes for application of the terms of the national agreement and supplements: **ºr- a. This seniority determines the relative standing among career regular employees. It is computed from career appointment in a particular craft and level and con- tinues to accrue so long as service is uninterrupted in the same craft and level in same post office, except as otherwise specifically provided. #9. Seniority (except mail handler craft, see 3.4 below) shall include employment in PFS-4 and PFS-5 assignments listed in paragraph 3.d. below. c. Seniority for mail handler craft shall include all em- ployment in PFS-3 and PFS-4 assignments listed in paragraph 3.d. below. "Postmaster" changed to "Installation Head". Seniority lists to be Posted, if practicable; otherwise such information must be made available. Recognizes application of seniority for career regulars for purposes in addition to bidding. Bmployment in higher level bid positions counts towards seniority Any employment for mail handlers in PFS-4 bid positions as well as PFS-3 counts toward seniority. 106 b. An employee may not bid on an assignment involving a change in level except for the following PFS-5 positions which are to be filled by the senior qualified bidder from the appropriate craft or crafts as herein indicated. Also, employees in level PFS-5 assignments listed below may bid on level PFS-4 positions within their respective crafts: (1) An employee obtaining one of the 12 biddable level 5 posi- tions listed below may bid on another level 5 position in his craft and within the list. (2) An employee surplus from a level 5 assignment not listed below, or from a higher level assignment, must bid and compete on a senior qualified basis to be assigned in one of the listed level 5 assignments. Paragraph F.4.b. gives him bidding seniority, for return to the craft from which pro- moted, credit for his continuous career service in the same post office in PFS-4 and higher levels. This rule also applies to a surplus employee who bids for return to level 4 in the craft from which promoted. (3) An employee in one of the 12 level 5 assignments listed below may not bid a level 5 position outside the list of 12 level 5 assignment. Position Number Title Craft or Crafts K.P. 17 Claims Clerk—Paying Clerk Office S.P. 2–3 Information Clerk Clerk S.P. 2–4 Scheme Examiner Clerk S.P. 2–41 Special Distribution Clerk Clerk S.P. 2–156 Wholesale Stamp Clerk Clerk S.P. 2–157 Special Postal Clerk Clerk S.P. 2–158 Schedule Clerk—Foreign Clerk Mails S.P. 2–181 General Office Clerk— Clerk Foreign Mails S.P. 2–195 Vehicle Operations Clerk, Carrier or Special Maintenance Assistant Delivery Messenger S.P. 2–218 Receiving Clerk—Foreign Clerk Air Mail S.P. 2–241 Distribution & Dispatch Clerk Expediter S.P. 2–261 Carrier—Technician Carrier d. 3. An employee may not bid on an assignment involving a change in level except for the following positions which are to be filled by the senior qualified bidder meeting the qualification standards established for that position from the appropriate craft(s) as herein indicated. TAIso, em- ployees in assignments listed in d., below, may bid on PFS-4 positions within their respective crafts (except in mail handler craft—level PFS-3 positions). a. An employee obtaining one of the positions listed below may bid on another position in his craft and within the list. b. An employee surplus from a level 5 assignment not listed in d., below, or from a higher level assignment, must bid and compete on a senior qualified basis to be assigned in one of the listed level 5 assignments. Para- graph F.4.c. gives him bidding seniority, for return to the craft from which promoted, credit for his continu- ous career Service in the same post office in PFS-4 and higher levels. This rule also applies to a Surplus em- ployee who bids for return to level 4 in the craft from which promoted. 9. In the mail handler craft, the seniority rules in section D apply to permit PFS-3 mail handlers to bid for the listed PFS-4 positions; to permit mail handler craft employees in the listed PFS-4 positions to bid for PFS-3 positions in the mail handler craft and in the Same level." Successful bidders retain seniority upon change in salary level. Position Number Title Čraft or Craffs KP 17 Claims Clerk—Paying Officer Clerk SP 1-32 Label Facing Slip Technician Mail Handler SP 1-33 Group Leader, Mail Handlers Mail Handler SP 2-3 Information Clerk Clerk SP 2-4 Scheme Examiner Clerk SP 2-41 Special Distribution Clerk Clerk SP 2-156 Stamp Supply Clerk Clerk SP 2-157 Special Postal Clerk Clerk SP 2-158 Schedule Clerk—Foreign Mails Clerk SP 2-181 General Office Clerk—Foreign Clerk Mails SP 2-188 Civil Service Examiner-in-charge Clerk, Carrier, Special Delivery Messenger, Group Leader, Mail Handler SP 2-195 Vehicle Operations Maintenance Clerk, Carrier Assistant or Special Delivery Messenger SP 2-218 Receiving Clerk—Foreign Air Mail Clerk SP2:229 Trip Accounts Clerk Clerk SP 2-261 Carrier-Technician Carrier Clarified as to qualification standards Spells out bidding rights for mail handler craft. New positions added to "bid" list. 107 c. A city carrier who is reassigned to a clerk or a clerk who is reassigned to city carrier at the same post office shall have seni- ority from date of such reassignment for the first five years in the new position and thereafter his seniority shall be reckoned from the date of his career appointment in his former Occupation. Duty Assignment A duty assignment is a set of duties and responsibility within a recognized position regularly scheduled during specific hours of duty. Preferred Duty Assignment Any assignment preferred by an employee. Bid A request submitted to the postmaster to be assigned to a duty assignment by an employee eligible to bid on a vacancy or newly established duty assignment. Application A written request by an employee for consideration for an assign- ment for which he is not entitled to submit a bid. SP 2-346 Procurement, Property and Supply Clerk Assistant SP 2-354 Mail Processing Machine Operator Maiſhandler SP 2-362 Parcel Post Distributor (Machine) Clerk, SP 2-370 Transit Mail Expediter. Clerki, SP 2-382 Distribution & Dispatch Expediter Clerk SP2-383 Rack Distribution and Dispatch Clerk Expediter SP 2-384 Distribution Review Clerk Clerk SP 2-385 Ramp Clerk, AMF Clerk SP 2-387 Bulk Mail Technician Clerk SP 2-388 Window Services Technician Clerk SP 2-433 Self Service Postal Unit Technician Clerk IP (All (SP pending) Distribution Clerk Clerk Regions) (Machine) IP (All (SP pending) Group Leader, Mail Handler Regions) Label Unit 4. 8 A city carrier who is reassigned to a clerk or a clerk who is reassigned to city carrier at the same post office shall have seniority from date of such reassignment for the first five years in the new position and thereafter his seniority shall be reckoned from the date of his career appointment in his former occupation. . Duty Assignment. A duty assignment is a set of duties and responsibilities within recognized positions regularly scheduled during Spe- cific hours of duty. . Preferred Duty Assignment. Any assignment preferred by a career regular employee. Bid. A written request submitted to the postmaster to be as- signed to a duty assignment by a career regular employee eligible to bid on a vacancy or newly established duty as- signment. . Application. A written request by a career regular employee for con- sideration for an assignment for which he is not entitled to submit a bid. No change, but Article XII excludes *PP1ication where reass: * .. 6 assignment i Provisions of Article # is made under Addition of "Career Regular" here and else- where is to limit bidding for preferred duty assignments to this category. Clarified by requiring written bid. 08 E. Relative Standing on the Substitute Roll Career Appointment—Substitute employees are placed on the roll in the order of the date of career appointment from a competitive Civil Service eligible register. In cases of appointment of more than one eligible on the same day from the same competitive register their position on the substitute roster will be in accord with their standing on the Civil Service eligible register. Substitute employees shall be changed to regular (annual rate) positions of the same designation and PFS salary level in the order of their standing on the substitute roll. 2. A Change Between Substitute Clerk and Carrier Assignments.- a. Change by Employee's Request— When a career substitute clerk changes to substitute carrier, or vice versa, at his own request, he is assigned to the foot of the Substitute roll. b. Mutual Exchange— Mutual exchanges of positions between substitute clerks and sub- stitute carriers at the same installation may be made only to that standing on the roll which would have been obtained had the employee originally been appointed to the roll to which he is being assigned, but in no event shall he be placed higher on the substitute roll than the person with whom he is exchanging positions. 3. Surplus Employees From Non-mail Processing and Delivery In- stallation— Surplus employees from non-mail processing and delivery instal- lations shall be placed at the foot of the substitute roll and begin a new period of seniority effective the date of reassignment. 9. Change between Substitute Craft Rosters. a. Change by Employee's Request—when a career sub- stitute transfers from one craft to another craft, he shall be assigned to the foot of that substitute roll and Tbegin TâThéW period of seniority effective the date of FéâSSIgnment. b. Mutual Exchange—mutual exchanges of positions be- tween career substitutes in the same salary level in the Former Section E. 2 a and b - amplified by including all crafts covered by this supplemental agreement rather than just clerks and carriers. same installation may be made only to the standing on the substitute roll which would have been obtained had the employee originally been appointed to the roll to which he is transferring BUTTTIOTEVEHTShāITHETEE placed higher on the substitute rolſ than the substitute with whom he is exchanging positions. —s 10. Relative Standing on the Substitute Roll. a. Substitute employees are placed on the career substi- tute roll of their respective crafts in the order of the date of career appointment from a competitive Civil Service eligible register or other means. In cases of appointment of more than one eligible on the same day from the same competitive register, their position on the substitute roster will be in accord with their stand- ing on the Civil Service eligible register. b. Substitute employees shall be changed to regular (an- nual rate) positions of the same designation and PFS salary level in the order of their standing on the sub- stitute rol; except as provided for mobile station sub- stitutes. 11. Surplus Career Employees—surplus career employees from non-mail processing and non-mail delivery installations, regional offices, the Post Office Department Headquarters or from other Federal departments or agencies begin a new period of Seniority effective the date of reassignment. 12. Special Rules Applicable to Clerk Craft only. a. This section applies to all clerks, PFS salary level 4 or 5, who have chańged or hereafter are changed between post office and road clerk assignments. b. Seniority for preferred assignments which has been established under the July 1, 1964, Agreement continues except as herein provided. c. The seniority for preferred assignments of an excess clerk reassigned between post office and road clerk assignments on or after July 23, 1960, includes both his post office and road clerk seniority as established July 23, 1960 for road clerks. d. A substitute or regular clerk's voluntary change at the mobile station location between post office and road Former E. 1. - extended to include rein- statement , transfer, etc. as well als *PPointment from Civil Service register. Continues former I. 5 and E. 1 on change from sub to Regular. New. Spells out seniority for surplus employees other than those excessed from mail processing and delivery installations. Incorporates Agreement negotiated with Clerks (See Postal Bulletin , 20522, March 17, 1966) which amended former Section G. This was further expanded in National negotiations (See f below). 10 clerk assignments, on or after July 23, 1960, is at the foot of the substitute roll. Upon his change to regular from the top of substitute roll, his seniority for pre- ferred Tassignments Tincludes his post office and road clerk seniority as established in c. above. Refer to Section G as to other voluntary changes. g. The rules in this section apply to clerks in transfer 17, 1966. Thereafter, clerks in transfer offices are sub- _ject to the rules generally applicable in the clerk craft. f. Change by Employees Request. (1.) When a career mobile substitute voluntarily re- quests reassignment to a stationary installation, t S5ire station is at the foot of the substitute folſ. Upon change to regular, from the top of the Substitute foll, seniority for preferred assignments shāTinclude the seniority acquired in Tevel 5TBer fore such voluntary change, augmented by his sub- stitute service in Ievel 4. 13. Special Rules Applicable to Mail Handler Craft only. a. Seniority. For the purposes of this Supplemental Agreement, sen- jority for EFEferred assignments begins with career em. ployment in the mail handler craft and continues as long as service is uninterrupted in this craft and in the same installation, except as stated in Postal Manual, section 748.2 and the Basic Agreement. b. Change to Lower Level. Except as specifically provided for in the Basic Agree- ment or in section 748.2 of the Postal Manual, change from a higher salary level to the mail handler craft must be to the foot of the substitute roll when the change is: (1.) at the request of the employee (2) for disciplinary reasons, or (3) for failure to meet requirements in the higher salary level. Voluntary change between post office and road duty at the mobile station is to foot of sub robe but upon conversion to regular employee gets seniority credit for both post office and road duty. §ew language but old prineſſple: go to foot of sub role and start new period of seniority. New Duplicates part of d above. Principle is that of going to foot of sub role, but regaining seniority in Level 5 upon conversion to regular plus credit for sub duty. Incorporates 3/31/65 supplemental *śreement negotiated with mail handlers. (See Postal Bulletin 4/8/65 - 20468) .10 D. Special Benefits to Certain Veteran Employees 1. Employees whose names were within reach on an eligible register between May 1, 1940 and October 23, 1943, and who lost oppor- tunity for career appointment by reason of military service, who sub- sequently received career appointment based on restored eligibility, and were granted the benefits of Public Law 577, amended by Public Law 492, are entitled to seniority from the date the lower eligible on the same list of eligibles received a career appointment. 2. Employees whose names are within reach on an eligible register and who lost opportunity for career appointment because of serv- ice in the military service after June 30, 1950, who Subsequently received career appointment based on restored eligibility, and were granted the benefits of Public Law 121 are entitled to seniority from the date the lower eligible on the same list of eligibles re- ceived a career appointment. C. Special Reassignments. The following rules apply to those former career regu- far post office mail handlers who were reassigned to mail bag repair centers and depositories on or before Jüly I, IV56, and who since Süch FéâSSIg|H|Eſt.THäVé been continuously employed in the same center or de- pository and subsequent to March 31, 1965: (1.) When such an employee is declared excess pur- suant to the administrative extension or application Öf Article XII of the National Agreement and the Civil Service regulations and is returned to the mail handler craft in the same post office from which he was reassigned, his Seniority ShāIT5EThēTSãTúč as Tfor Tcontinuous service in the craft and post (2.) Should such an employee who is not excess volun- teer to be returned to the post office in place of a junior excess employee, his seniority in the mail handler Craft and post office will be that of the junior excess employee. (3.) If such an employee voluntarily transfers to his former post office he shall begin a new period of seniority. (4.) The provisions of Article XII, B, 10, Basic Agree- ment, are not applicable to employees covered by this section. * E. Special Benefits to Certain Veteran Employees 1. Employees whose names were within reach on an eligible register between May 1, 1940 and October 23, 1943, and who lost opportunity for career appointment by reason of military service, who subsequently received career appoint- ment based on restored eligibility, and were granted the benefits of Public Law 577, amended by Public Law 492, are entitled to seniority from the date the lower eligible on the same list of eligibles received a career appointment. . Employees whose names are within reach on an eligible register and who lost opportunity for career appointment because of Service in the military service after June 30, 1950, who subsequently received career appointment based on restored eligibility, and were granted the benefits of Public Law 121 are entitled to seniority from the date the lower eligible on the same list of eligibles received a career appointment. 11. F. Changes in which Seniority is Retained, Regained or Restored 1. Reemployment After Disability Separation— On reinstatement or reemployment after separation caused by dis- ability retirement or resignation because of personal illness and the employee so stated in his resignation and furnished satisfactory evi- dence for inclusion in his personnel folder, the employee receives seniority credit for past service for time on the disability retire- ment or for illness if reinstated or reemployed in the same postal installation and craft and in the same or lower PFS salary level, from which originally separated; provided application for rein- F. 1. Changes in which Seniority is Retained, Regained or Re- stored Reemployment After Disability Separation—On reinstate- ment or reemployment after separation caused by disability, retirement or resignation because of personal illness and the employee so stated in his resignation and furnished satisfactory evidence for inclusion in his personnel folder, the employee receives seniority credit for past service for time on the disability retirement or for illness if reinstated or reemployed in the same postal installation and craft and in the same or lower PFS salary level, from which orig- inally separated; provided application for reinstatement or reemployment is made within six months from the date of recovery. The date of recovery in the case of disability retirement must be supported by notice of recovery from the Bureau of Retirement and Insurance, Civil Service Commission, and in the case of resignation due to illness, by a statement from the applicant's attending physician OT practitioner. When reinstatement is to the substitute roll, standing on the roll shall be the same as if employment had not been interrupted by the separation. Statement or reemployment is made within 6 months from the date of recovery. The date of recovery in the case of disability retire- ment must be supported by notice of recovery from the Bureau of Retirement and Insurance, Civil Service Commission, and in the case of resignation due to illness by a statement from the appli- cant’s attending physician or practitioner. When reinstatement is to the substitute roll, standing on the roll shall be the same as if employment had not been interrupted by the separation. 2. Restoration—On restoration in the same craft in the same installation after return from military service, transfer un- der letter of authority or unjust removal, employee shall regain the same seniority rights he would have if not sep- arated. 2. Restoration— On restoration in the same craft in the same installation after return from military service, transfer under letter of authority or unjust removal, employee shall regain the same seniority rights he would have if not separated. 3 . Reassignment and Return in 90 Days—A career employee, regular or substitute, voluntarily reassigned from one craft to another at the same installation with or without change in PFS salary level, and voluntarily reassigned within 90 days to his former craft retains seniority previously ac- Sovers changes in seniority when employee quired in the craft augmented by the intervening employ- is **turned from a position he filled on 3. Iment. "best qualified" basis. This is intended 4. Return from any position for which selection was based to include supervisory positions. on “Best Qualified.” 3. Reassignment and Return in 90 days— An employee, regular or substitute, voluntarily reassigned from one craft to another at the same installation with or without change in PFS salary level, and voluntarily reassigned within 90 days to his former craft retains seniority previously acquired in the craft aug- mented by the intervening employment. - If employee is promoted (best qualified) out of his craft and later returns to his craft voluntarily or for disciplinary reasons, he regains the seniority he had when he left there is no credit for seniority outside his craft. a. When a regular career employee, either voluntarily –9: for disciplinary reasons, returns to the same installation and to the TastTcraft The left, he shall have his seniority established after reassignment as the seniority he had when he left that craft without seniority credit for serv- ice outside that craft. 4. Change to Lower Level a. When the change is either voluntary or for disciplinary reasons b. The same rule applies to career regular employees re- an employee returned to the craft he left regains for the purpose turning from any position in the same craftig which of bidding for preferred duty assignments the seniority he had selection was made on the basis of “Best Qualified. when promoted from that craft without seniority for service in the higher level or levels. If employee gets higher level job in same craft on "best qualified" basis then returns to his former level, he regains seniority he had when he left. There is no credit for seniority in the higher level job even though it was in the same craft. b. Upon arbitrary change from a higher level, except for discipli- nary reasons, an employee returned to the craft from which he was promoted shall have his former seniority plus seniority for service in the higher level or levels, for duty assignments, and may bid on any existing vacancies but shall not bump. c. When the change is to a craft other than the one he left (wheth- er the change is voluntary, for disciplinary reasons, or arbitrary) the employee shall have seniority for bidding for duty assign- ments that of one day less than the junior regular employee in the craft to which assigned or his own, whichever is the lesser. H. Changes in which Seniority is Lost Except as Spe begins a new period of seniority: 1. When the change is at his own request- a. From one postal installation to another b. From one craft to another Upon reinstatement or reemployment Upon transfer into the postal service Upon a mutual exchange between two employees cifically provided elsewhere in this agreement, an employee . Upon involuntary reassignment of a career regular em- ployee from a position for which selection was based on best qualified, except for disciplinary reasons, if he fetúTTIST to the same installation and to the last craft he left-me-sham Have fiſs Seniority established after reassign- ment-as-hts-former SeñTOFTty. FIUS Seniority for service in the positions outside the craft. - . The same rule applies to career regular employees re- turning from any position in The same craft to which selection was made on the basis of best qualified. . Career regular employees reassigned as provided in (a), (b), (c), and (d) above may bid on any existing Vacancies but shall not bump. -ºr . When the change is to a craft other than the one he left (whether the change is voluntary, for disciplinary rea- Sons, or arbitrary), the employees shall have seniority for bidding for duty assignments that of one day less than the junior regular employee in the craft to which assigned or his own, whichever is the lesser. G. Changes in which Seniority is Lost. Except as specifically provided elsewhere in this Agreement, a regular employee begins a new period of seniority: 1. When the change is at his own request- a. From one postal installation to another b. From one craft to another 2. Upon reinstatement or reemployment 3. Upon transfer into the postal service 4. Upon a mutual exchange between two employees. If the changes referred to in a 2 & b above are involuntary (except for disciplinary reasons) employee, not only regains seniority he had before being promoted (best qualified) but also receives credit for service in the higher level position. Guards against bumping. Employee returns and regains seniority but he can only use it to bid on vacancies; he can not bump. Same as former H 11 5. Filling Positions Reevaluated as one of the 12 Positions Reserved for Bidding by Both PFS-4s and PFS-5s. a. When an occupied Level 4 position is upgraded on the basis of the present duties: (1) The incumbent will remain in the upgraded job provided he has been in that job for more than one year. (2) The job will be posted for bid in accordance with the Agree- ment if the incumbent has not been in the job for more than one year. b. When an occupied Level 4 position is upgraded on the basis of duties which are added to the position: (1) The incumbent will remain in the upgraded job provided he has been in that job for more than one year after the addi- tion of the duty or duties which later caused the job to be reclassified. The year of required incumbency in the job begins when the duty or duties were added which permitted the job to be reranked. (2) The job will be posted for bid in accordance with the Agree- ment if the incumbent has not been in the job more than one year since the date when the duty or duties were added which later permitted the job to be reranked. 6. Special Delivery— a. When a special delivery messenger is arbitrarily reasssigned to clerk or carrier he has the option of return to the first available special delivery messenger vacancy and when he is so reassigned through the exercise of this option he retains full seniority, in- cluding intervening employment as clerk or carrier. b. In determination of seniority for duty assignments of special delivery messengers who received career status under Civil Service Regulation 3.101 that period of continuous service as a special delivery messenger prior to attaining career status shall be included. H. Filling Positions Reevaluated as one of the Positions Re- served for Bidding by PFS-3's, 4’s and PFS-5's. 1. When an occupied Level 3 or 4 position is upgraded on the basis of the present duties: a. The incumbent will remain in the upgraded job provided he has been in that job for more than one year. b. The job Will be posted for bid in accordance with the Agreement if the incumbent has not been in the job for more than one year. When an occupied Level 3 or 4 position is upgraded on the basis of duties which are added to the position: a. The incumbent will remain in the upgraded job provided he has been in that job for more than one year. The year of required incumbency in the job begins when the duty or duties were added which permitted the job to be reranked. b. The job will be posted for bid in accordance with the Agreement if the incumbent has not been in the job more than one year since the date when the duty or duties were added which later permitted the job to be reranked. Special Delivery • When a special delivery messenger is arbitrarily reassigned to clerk or carrier, he has the option of return to the first available special delivery messenger vacancy and when he is so reassigned through the exercise of this option, he re- tains full seniority, including intervening employment as clerk or carrier. . In determination of seniority for duty assignments of spe- cial delivery messengers who received career status under Civil Service Regulation 3.101, that period of continuous service as a special delivery messenger prior to attending career status shall be included. sºarº †: wº as former F. 5 with addition of level 3 positions Same as former F.6 G. Road Duty And Transfer Clerks 1. Seniority for preferred regular road and transfer clerks assign- ments is determined under the rules in this supplemental agreement as augmented by the rules hereunder. 3. For employees in the former postal transportation service when it was merged into the post office service July 23, 1960, and who have continued in road and/or transfer office assignments it is the same as their service seniority was on that date. Post Office substitute and regular clerks who changed to regu- lar or substitute road or transfer office assignments before De- cember 19, 1962, retain seniority they accumulated in post offices for choice of assignments. Post Office regular and substitute clerks changed to substitute in road or transfer office assignments on and after December 19, 1962, began a new period of seniority for choice of road and transfer office assignments. Upon change from road or transfer office to clerk assignment in a stationary installation: a. Change of a surplus employee is with retention of seniority; (1) In “roster point” post office for employee who was in a road or transfer office assignment July 23, 1960. (2) In headout post office from which changed to a road or a transfer office assignment after July 23, 1960 and before September 30, 1961. (3) In the post office to which the railway post office, highway post office or transfer office is assigned when change to such an assignment from a post office was on or after September 30, 1961. Voluntary transfer from a road or transfer office assignment to another assignment in the clerk craft in the same installation re- quires beginning a new period of seniority unless otherwise pro- vided in the basic agreement and when transfer is to return to the stationary installation within 90 days of reassignment there- from. See D, 12, above "Special Rules Applicable to Clerk Craft Only". 11 I. Conversions from Temporary to Career Appointment 1. Under Civil Service Regulation 3.1 (4)–(formerly 3.105)— When two or more employees are converted under this regulation, effective the same date, their seniority on the substitute rolls will be determined by the date their names came within reach on the register. If their names were reached on the same date, standing on the substitute roll shall be determined by: a. Date of last postal appointment b. Order of standing on the register Under Public Law 836 and Executive Order 10880– When two or more employees are converted under these authorities, on the same date, entry on the substitute rolls will be determined by the total length of postal field service. When an employee is converted to career the same day an employee is appointed from the register, the converted employe stands first on the substitute roll. He also is placed ahead of any employee rein- stated or transferred on the same day except for those employees given a higher standing by specific provisions in this agreement. In like manner, a reinstated or transferred employee shall be entered on the substitute roll ahead of one appointed from the register the same day. First preference for filing vacancies shall be given to qualified career employees. When a vacancy in a regular (annual rate) position is filled by change from a substitute, the senior career substitute of the same designation shall be entitled to the vacancy. J. Disability Incurred in Military Service P.L. 739 of June 22, 1948 1. Any letter carrier or clerk in the postal service entitled as a pref- erence eligible to 10 points under the Veterans’ Preferenc Act of 1944, as amended, in addition to his earned rating, who on or J. Conversions from Temporary to Career Appointment 1. Under Civil Service Regulation 315.703 (formerly 3.105)— When two or more employees are converted under this regulation, effective the same, date, their seniority on the substitute rolls will be determined by the date their names came within reach on the register. If their names were reached on the same date, standing on the substitute roll shall be determined by order of standing on the register. . Under Public Law 836 and Executive Order 10880— When two or more employees are converted under these authorities, on the same date, entry on the substitute rolls will be determined by the total length of postal field service. . When an employee is converted to career the same day an employee is appointed from the register, the converted em- ployee stands first on the substitute roll. He also is placed ahead of any employee reinstated or transferred on the same day except for those employees given a higher stand- ing by specific provisions in this Agreement. In like man- ner, a reinstated or transferred employee shall be entered on the substitute roll ahead of one appointed from the register the same day. . First preference for filling vacancies shall be given to quali- fied career employees. K. Disability Incurred in Military Service P. L. 739 or June 22, 1948 1. Any letter carrier or clerk in the postal service entitled as a preference eligible to 10 points under the Veterans’ Pref- erence Act of 1944, as amended, in addition to his earned Same as former I Same as former J. after the date of enactment of this act is reassigned from the posi- tion of letter carrier to that of clerk or from the position of clerk to that of letter carrier, as the case may be, shall not incur loss of seniority by reason of such reassignment, if, within 30 days after such reassignment he presents to the Civil Service Commission evi- dence that such reassignment was necessitated principally by reason of a disability which he received on active duty in the Armed Forces of the United States, 2. No regular employee shall be reduced to substitute status to accord the benefits of the Act to another employee. 3. When the Civil Service Commission approves the restoration of seniority to an employee under P.L. 739 and the employee is a sub- stitute he shall be placed on the substitute roll according to the posi- tion he sould have attained thereon had he originally been appointed to that substitute roll from the register. The term of this supplemental agreement shall be the same as that of the Basic Agreement between the parties and supplements and amend- ments thereto, and/or renegotiation thereof, shall be in accordance with procdures established in the Basic Agreement. rating, who on or after the date of enactment of this act is reassigned from the position of letter carrier to that of clerk or from the position of clerk to that of letter carrier, as the case may be, shall not incur loss of seniority by reason of such reassignment, if, within 30 days after such reassignment he presents to the Civil Service Commission evidence that such reassignment was necessitated principally by reason of a disability which he received on active duty in the Armed Forces of the United States. . No regular employee shall be reduced to substitute status to accord the benefits of the Act to another employee. . When the Civil Service Commission approves the restora- tion of seniority to an employee under P. L. 739 and the employee is a substitute, he shall be placed on the substitute roll according to the position he should have attained thereon had he originally been appointed to that substitute roll from the register. . The term of this Supplemental Agreement shall be the same as that of the Basic Agreement between the parties and supplements and amendments thereto, and/or renegotiation thereof, shall be in accordance with procedures established in the Basic Agreement. SUPPLEMENTAL AGREEMENT Seniority—Motor Vehicle Service Branch A. Seniority for Preferred Assignments 1. This determines relative standing among eligible regular employees. It is computed from the assignment of a career employee to a particular position designation in the Motor Vehicle Branch and accrues while he continues in the same installation, salary level and position designation. See Sec- tion A.3.b. for exceptions. . Employees who change, or have changed, from one desig- nation to another and who during continuous employment in the vehicle service and in the same installation return to the former position designation and salary level regain the seniority they had in that position, without seniority credit for intervening employment in other position desig- nations. - . Motor Vehicle Operators and Tractor-Trailer Operators. a. Regular Tractor-Trailer Operators bidding for PFS-5 tractor-trailer assignments shall be assigned before post- ing any vacant level 5 assignment for bids by regular level 4 operators. b. Seniority for choice of assignments is retained upon change from Motor Vehicle Operator to Tractor-Trailer Operator, or the reverse. Incorporates and expands seniority provisions for the Motor vehicle Service contained in the Postal Manual. Same as Section 748. 41 Postal Manual New. Establishes seniority for employee returning to former position designation in same installation and salary 1evel. Same as Section 748.22 Postal Manual 117 B. Posting Seniority List A current preferred assignment and duty tour seniority list showing the seniority of each employee by designation shall be posted on the bulletin board in each installation. C. Service Seniority Vehicle Service employees on the roll May 1, 1958, for service seniority purposes, were credited with all indefinite and tem- porary employment continuous to career appointment. The use of the service seniority was limited to breaking ties among equally qualified candidates for promotion.TThe temporary employment is not credited toward seniority for preferred assignments. D. Excess Employees Length of career Service (Service Seniority) in the Motor Ve- hicle Branch in the same installation governs in identifying excess employees within a position designation. For this pur- pose, Tractor-Trailer Operators and Motor Vehicle Operators are considered as one position designation. SUPPLEMENTAL AGREEMENT Seniority—Maintenance Service Branch A. Introduction The Department and the National Association of Post Office and General Services Maintenance Employees, AFL-CIO, agrº to the following seniority principles which replace all former rules, instructions and practices. This Agreement will continue relative seniority standings prop- erly established under past instructions, rules and regulations ‘āīIEFSVISIOTs of this Agreement shall be so applied. B. Coverage This seniority agreement applies to all career, annual-rate and hourly-rate regular Maintenance Service employees when it is necessary for filling vacant assignments and for other purposes. To employee Soſely by reason of this agreement shall be dis- placed from an assignment he gained in accordance with former rules. C. Responsibility The installation head is responsible for day to day administra- tion of seniority. The application of this Agreement shalſ be open to negotiations at the installation level with the organi- zation having exclusive recognition there for the Maintenance Craft. Should no organization have exclusive recognition, there shall be consultation with any organization having formal recognition for the craft. Same as Section 7118.13 Postal Manual Continues policy formerly contained in note under 7,8.lil Postal Manual Temporary service does not count for preferred assignments. T New, Identification of excess employees. Note that tractor-trailer Operators and motor vehicle operators are lumped together in determining excess employees. Incorporates and expands seniority provisions for maintenance service Contained in the Postal Manual. 118 D. Seniority Lists A current seniority list shall be posted in each installation. For each employee, it shall show: 1. Service seniority. . Seniority for preferred assignments. 2 E. Definitions . Maintenance Craft—All employees in Maintenance Craft positions for which The OFGänzāTIOThäSTSECTFETEXCTISIVE recognition at the national level. - : Installation—A Main Post Office, airport mail facility, ter- minal, or any similar organizational unit under the direc- tion of one postal official, together with all stations, branches and other subordinate units. - . Duty Assignment—A set of duties and responsibilities within a recognized position regularly scheduled during specific hours of duty. - . Preferred Assignment—An assignment preferred over his present assignment by an employee eligible to bid for such assignment when it is posted for bid. . Bid—A written request to be assigned to a posted duty assignment, submitted by an employee eligible to bid for such duty assignment. . Application—A written request by an employee for con- sideration for a promotion or an assignment föTWHICH he is not eligible to submit a bid. . Service Seniority—That seniority based on total service in the Maintenance Service in a particular installation of the Postal Field Service, regardless of designation beginning with: a. Career appointment b. Employees who were on the rolls before May 1, 1958, who had temporary or indefinite appointments which continued to career appointment, retain seniority credit for combined temporary, indefinite and career employ- ment which was continuous in the same position desig- nation and in Staſſation. c. The seniority of employees transferred from the Post Office Department to the General Services Administra- tion July 1, 1950, under Reorganization TPIan TT8, Tand later returned to the Maintenance Service of the Post Office Department, is established by Texcluding their employment for the General Services Administration. same as Section 748.32 Postal Manual Service Seniority defined. See Section J. for use of service seniority 119 8. Seniority for Preferred Assignments—This seniority deter- mines relative standing among regular employees eligible to BITTOFTEFETERFETässignments. It is computed from entry into a career position in a particular position desig- nation. It continues to accrue so long as service in the same position designation and installation is uninterrupted. F. Loss of Seniority Employees lose all seniority for preferred assignments upon: 1. Change from one craft or occupational group to another, and from One position designation to another. 2. Change from one postal installation to another. 3. Separation or resignation. G. Restoration of Service Seniority and Seniority for Pre- ferred Assignments Seniority is restored as if service had been continuous upon: 1. Reemployment in same installation after separation for disability. 2. Restoration in the same installation after military duty. 3. Restoration to former position in same installation after unwarranted or unjustified separation. 4. Voluntary return within the same installation to the same position designation and the same craft or occupational group from which Voluntarily changed within the preced- ing 90 days. - 5. Arbitrary change in same installation to lower PFS level (except for disciplinary reasons) to the position designation from which promoted. H. Reduction of Seniority for Preferred Assignments 1. Change to a lower PFS level in the same installation, Whether Volſuntary or for disciplinary reasons, in the posi- tion designation from which promoted is with former length of SenſOFſty. WithouTcredit for employment in any higher level or levels. 2. Change to a lower PFS level in the same installation other than the level from which promoted, whether the change is voluntary, for disciplinary reasons, or arbitrary, is Twith seniority one day less than the junior careerTregular Tem- ployee in such craft or occupational group or the em- ployee's own seniority, whichever is less. I. Seniority Granted by Law 1. Employees whose names were within reach on an eligible register between May 1, 1940 and October 23, TT943, and who lost opportunity for career appointment by Teason of Seniority for preferred # --~~ to service in assignments tied position designation. Again, note that change in position results in loss of seniority for Preferred assignments except as rovi under G and H below. p provided 120 military service, who subsequently received career appoint- ment based on restored eligibility, and were granted the benefits of Public Law 577, amended by Public Law 492, ãFETERTTTETTSTSERIORITyTFORTRETTATE THE TOWEFTETEEſe Ön the SãThe Tist of eligibles received a career appointment. 2. Employees whose names were within reach on an eligible register and who lost opportunity for career appointment because of service in the military service after June 30, 1950, who subsequently received career appointment based on Testored eligibility, and were granted the benefits of Públic TâWTTāFETETTITIETTS Seniority from the date the 5wer-eligible OTTHE SãHTETSTOf Eng|BTESTECEIVETāTCăFeer appointment. 3. Employees who are restored to postal duty in compliance with law or regulation after military training or extended military duty lose no seniority. J. Excess Employees Length of career service (service seniority) in the Maintenance Service Branch in the same installation governs in identifying excess empſaySESTWITHTTă EOSITIOTIESIgnation. K. Term of Agreement The term of this Supplemental Agreement shall be the same as that of the Basic Agreement between the parties and supple-T ments and amendments thereto, and/or renegotiation thereof, shall be in accordance with procedures established in the Basic Agreement. AL AGREEMENT SUPPLEMENT SUPPLEMENTAL AGREEMENT C CA HER T SPORTATION (D EOUT) A GREEMENTS City Carrier Transportation (Drivedut) Agreements ITY RR It is agreed by and between the Post Office Department and the National Association of Letter Carriers, AFL-CIO, that the following terms and conditions represent the basic under- standing of the parties as to the administration of transporta- It is agreed by and between the Post Office Department and the National Association of Letter Carriers, AFL-CIO, that the following terms and con- ditions represent the basic understanding of the parties as to the admin- tion agreements (drivedut) of city carriers for the period of this istration of transportation agreements (drivedut) of city carriers for the Agreement. The terms and conditions of this Agreement will period of this agreement. The terms and conditions of this agreement will become effective at the beginning of the second pay period of the second calendar month after signing of the National Agree- become effective at the beginning of the second pay period of the second Inent. e º º Agreement. - - - - Calendar month after signing of the National Agr 1. The furnishing of a vehicle by a city carrier for transporta- tion to and from the route shall be voluntary; no carrier 1. The furnishing of a vehicle by a city carrier for transportation to may be coerced into furnishing a vehicle without his con- and from the route shall be voluntary; no carrier may be coerced sent. A written authorization (Form 1311) shall be exe- ry º horizati d by th - - • into furnishing a vehicle without his consent. A written aut Orization cuted by the postmaster in every instance, with a copy of tº a & © (Form 1311) shall be executed by the postmaster in every instance, said authorization to be retained by the carrier and a copy The effect of this addition is to permit e f said authorization to be retained by the carrier and of the authorization to be retained by the postmaster. -*. only carriers with carrier drive-out with a copy of sai au oriza O e carrier is forbidden to drive his car to and from the route agreement to drive their cars on their a copy of the authorization to be retained by the postmaster. for his own personal convenience. routes. 2. Reimbursement to a carrier who provides his vehicle shall be deter- mined locally by written agreement between the carrier and post- master and shall be not less nor more than the sum of the amounts computed under each of the factors listed below, as applicable to the individual case. 3. All carriers furnishing a vehicle for transporting himself, passen- gers and mail to and from the assigned route shall be reimbursed on a mileage-zone basis as follows: (a) From delivery Unit to beginning of route .5 to 1.0 1.1 to 1.5 1.6 to 2.0 2.1 to 3.0 3.1 to 4.0 4.1 to 5.0 5.1 to 6.0 Over 6 (b) When a carrier uses his vehicle as transportation for distances of more than % mile between segments of a route or routes, he will be reimbursed .25c for each such movement. (c) Fifteen cents for each mail relay carried, up to a maximum of .75c daily. (d) Twenty-five cents per ride for each carrier or authorized supervisory passenger. 4. Carrier agreements in effect which provide allowances more favor- able than those provided by the schedule in 3 above shall continue in force for the duration of this agreement unless terminated by either party upon thirty days written notice, or reassignment of the carrier. 2. Reimbursement to a carrier who provides his vehicle shall be determined locally by written agreement between the carrier and postmaster and shall be not less nor more than the sum of the amounts computed under each of the factors listed below, as applicable to the individual case. 3. All carriers furnishing a vehicle for transporting himself, passengers and mail to and from the assigned route shall be reimbursed on a mileage-zone basis as follows: a. From delivery Unit to beginning of route REIMBURSEMENT RATES Miłeage Daily Rate .5 to 1.0 $0.80 1.1 to 1.5 0.90 1.6 to 2.0 1.00 2.1 to 3.0 1.10 3.1 to 4.0 1.30 4.1 to 5.0 1.50 5. i to 6.0 1.70 Över 6 1.90 b. Where the distance to the beginning of a route is less than 1/2 mile from the unit and the route ends more than % mile from the unit, the latter distance shall be used in computing the daily rate. c. When a carrier uses his vehicle as transportation for distances of more than % mile between segments of a route or routes, he will be reimbursed 25 cents for each such movement. d. Fifteen cents for each mail relay carried, up to a maxi- mum of 75 cents daily. e. Twenty-five cents per ride for each carrier or authorized supervisory passenger. 4. Carrier agreements in effect which provide allowances more favorable than those provided by the schedule in 3 above shall continue in force for the duration of this Agreement unless terminated by either party upon thirty days written notice, or reassignment of the carrier. Incorporates Labor Management decision | 22 SUPPLEMENTAL AGREEMENT RPO and HPO Clerk Assignments 1. All regular and substitute clerks assigned to all RPO's and HPO's at the same headout shall compose the mobile sta- tion at that particular stationary installation regardless of whether any or all of the RPO's or HPO's are administered by the head of that particular installation. 2. Level 5 and lower level clerks who are assigned by the installation head to assist those responsible for mobile sta- tion management are clerks in the stationary installation. B. Changes Within a Mobile Station When vacancies in established regular duty assignments are filled, it shall be in the following order: 1. By assigning the senior qualified bidder among all regular clerks permanently assigned in the RPO or HPO having the vacancy regardless of the headout of the bidder. 2. The resulting vacancy shall be filled by posting for bids by regular clerks in that mobile station. The Senior qualified bidder shall be assigned. 3. If such vacancy is not filled under 1 or 2 above, it shall be filled by returning any applicant with retreat rights under Article XII, Section C.6.c.(4). 4. If such vacancy is not filled under 1, 2 or 3 above, it shall be filled by reassigning the senior regular clerk appli- cant who is excess from any mobile station or post office. 5. If such vacancy is not filled under 1, 2 or 4 above, the senior or the substitute clerks in the mobile station who desire may be converted to regular. If no substitute in the mobile station desires the vacancy, it shall be filled by converting to regular the senior of the substitute clerks as- signed to the RPO or HPO having the vacancy. 5 . If the vacancy is not filled under 1, 2, 3, 4 or 5 above, it shall be filled by posting in the installation to which the mobile station is attached as provided for in Article XXII of the National Agreement and the Supplemental Agree- ment, Seniority. C. Substitute Clerks for Mobile Stations 1. For substitute employment, select the senior qualified cleri- cal applicant from the installation to which the mobile sta- tion is attached. 2. Each substitute clerk should be assigned to one RPO or HPO. Assignments should be made to satisfy normal Serv- Incorporates supplemental Agreement negotiated with clerks (see Postal Pºlletin. 20522, 3-17-66) which replaced old section D of Article XV, with amendments made in national negotiations. --Note Paragraph 5 should read IIIf such Vacancy is not filled under 1, 2, 3, or ), above." The "3" was inadvertently omitted in printing. Changes method of filling vacancy with Sub if not filled by regulars. New language gives subs in mobile station Option of whether to be converted to regular. If move so desired, the senior of the subs in the RPO or HPO having the Vacancy must be converted to fill the vacancy. 123 124 ice requirements without necessitating or approving exces- sive deadheading to and from tours of duty. TNS Sü5Stituté should be assigned to an RPO, HPO, OFTTSBITETStăţion where there would not be substantially full-time work for him. 3. Substitute clerks in RPO and HPO assignments may be in- terchanged by detail and may be used in level 4 assignments occasionally where necessary to provide a reasonable amount of work if such employees are available and needed to sup- plement the level 4 substitute clerks. 4. In emergencies and where substitutes assigned to RPO's and HPO's are not available, other employees may be de- tailed to road assignments. Mobile station heads shall co- operate with installation heads in charge of RPO's and HPO's Tby arranging for the detail of qualified employees. D. Reorganization—Opening All Assignments for Bid The installation head may authorize a general reorganization in which aſſassignments in an RPO or HPO will be open for bids by regular clerks assigned therein (I) when there is a major service change which iustifies general bidding, or (2) when mutually agreed by the installation head and the appro- priate certified employee organization(s) but there shall be no more than one mutually agreed upon reorganization in a twelve month period, or sooner than six months after a gen- eral reorgānīzāIISTBy Feason-of-a-major-service-change-A- bid for a change to a headout other than his residence or the headront-TreaſesUniSTIESIſèIICE is not acceptabfe if assigning the bidder would impose hardship on a junior clerk. By Fequir. ing him to deadhead to another headout. The words "or the headout nearest his residence" have been added. It modifies the restriction on bidding for another headout . SPECIFIC PROVISIONS IN NATIONAL AGREEMENTS FOR LOCAL NEGOTIATIONS NATIONAL AGREEMENT (BASIC) ARTICLE WI Section E. 2. The number of employee organization representatives attending local labor-management meetings is negotiable. Section E-5 When local labor management meetings are required more than once a quarter, the local agreement will specify the number in excess of one a quarter but in no event more than one each month. ARTICLE VII Section E This section contains special provisions permitting local negotia- tions at other than October 10-November 5, 1966 when there is a new or changed exclusive recognition. ARTICLE XII Section C. lu. Determination of what assignments constitute a section shall be negotiated locally. ARTICLE XIII Section C. l & 2 & 3 Light duty assignments will be established through local negotiations. ARTICLE XIV Section C. 3. Definition of "work area" for use in selection of employees for higher level detail shall be a matter of local negotiations. National Agreement (Basic) continued ARTICLE XV Section A. 2. e. The selection, design, and application of "remaining"basic workweek assignments (see Section A. 2. a,b,c,& d) may be changed by local negotiations for annual rate employees. Section B. 2. c. The selection, design and application of basic workweek assignments (as defined in A. l. e.) for hourly rate employees remain in effect unless changed by local negotiations. Section E. L. Method of selecting regulars and/or substitutes to work on holidays (after the required number of assignments have been determined) should be the subject of local negotiations. ARTICLE XVI Section B Formulation of leave program should be subject of local negotiations. Section B. 3 Establishment of choice vacation period(s) shall be determined by local negotiations. Section B. l. The day the vacation period begins may be established by local negotiation. 12.5 National Agreement (Basic) continued Section B. 5. c Annual leave for employees ordered to military duty (training) during choice vacation period is a matter for local negotiation. Section C. lu Procedure for submission of annual leave requests for periods other than choice period may be negotiated. ARTICLF, XIX Section A. 3. b & A. 7 Labor-Management Health and Safety Committees may be established by negotiations at installations having less than 100 employees. ARTICLE XX Section A. Dates to effect seasonal changes in uniforms may be negotiated. Section B. l. Appropriate business attire for certain clerks ineligible for uniform allowance may be subject of negotiation. ARTICLE XXII Section A-l Letter Carriers and Special Delivery Messengers craft may establish sections for bidding on changed scheduled non-workday by negotiation. Section A. 5 What constitutes change of duties, principal assignment area or scheme knowledge shall be subject to negotiation. National Agreement (Basic) continued Section A. 6 Posting of changes in starting time in excess of one hour is negotiable. Section B. l. Letter carrier, maintenance (custodial), special delivery messenger and mail handler crafts will bid installation-wide unless local agreement or established past practices specifically limit bidding to sections as defined in Article XII, C. L. a. Section C Different length of posting period may be established by negotiation. Section E. 2 Assignment of successful bidder within 21 days can be limited to shorter period by local negotiation. ARTICLE XXIV Guidelines for assignment of excess parking facilities may be a subject of negotiation. SENIORITY - SUPPLEMENTAL AGREEMENT Section C The application of this (supplemental) agreement shall be open for negotiation. SENTORITY - MAINTENANCE SERVICE BRANCH SUPPLEMENTAL AGREEMENT Section C The application of this (supplemental) agreement shall be open to negotiation. 126 FORMAT FOR LOCAL AGREEMENTS BASIC FORMAT The basic format for 1 Ocally negotiated agreements shall be the same as the National Agreement, and the nationally negotiated Supplements, although a few slight variations may be necessary. Each broad subject matter area shall be designated by Article number, beginning with roman numeral I and c Ontinuing in sequence, throughout the agreement (s). Each Article shall be designated by an appropriate title, (e.g., Use of Public Address Systein, Parking, etc.) The text, shall be numbered, using alphabetical designations alternating with numerals, and each major heading and sub-heading shall be numbered . The use of headings for further sub-divisions is Optional , but must be consistent within any group. That is , if sub-article A under Article III has a heading, then other sub-articles such as B, C, D, etc. must also have headings. However, further division of a sub- article would be within another group and would be considered separately. For example, there might be four numbered paragraphs under sub-article B, but it might be considered unnecessary to assign headings. Illustration; (1) (2) (3) (14) Article Sub-Article Paragraph Sub-Paragraph I. II.--------> *A. ------------> A.---------> A. III. B. ++ 1 . / 1. C. 2. a • 3. b. (1) (2) (a) (b) Care must be exercised to ensure that titles and headings are consistent with the substantive subject matter covered. For example, if the method of scheduling vacations is negotiated, then the sub-article would be headed: Scheduling of Vacations. *If heading is assigned to one of these sub-articles, then headings $hould be used for each sub-article. **Each of these may be given headings or they may be identified by 3. flumber only. If, in addition, the designation of a choice vacation period(s) is also negotiated, this part of the agreement would not be appropriate for inclusion under the heading "Scheduling of Vacations," but would be given an appropriate heading such as "Designation of Choice Vacation Period, ; and the substantive narrative under such heading might be: "The choice vacation period is designated as June 15 through September 30." IMPLEMENTATION AT THE LOCAL LEVEL OF PROVISIONS OF NATIONALLY NEGOTIATED AGREEMENTS After negotiations have been completed, the articles of the local agreement which correspond with subject matter in the National Agreement, shall be numbered with the same Article number as they appear in the National Agreement. SUBJECT MATTER AREAS NECOTIATED LOCALLY ON LOCAL WORKING CONDITIONS BUT NOT COWERED BY NATIONALLY INEGOTTATED AGREEMENTS Subject matter areas that are not negotiated at the national level but are negotiated locally should be positioned in the local agreements after the locally implemented Articles in the National Agreement (s) have been added. For example, if Article XXIV, Parking Control, is the last Article of the National Agreement negotiated at the local level, then other subject matter areas negotiated locally shall be numbered in sequence beginning with Article XXV. PREPARATION OF NEGOTTATED ITEMS INTO AGREEMENT FORMAT FOR SIGNATURE OF PARTIES TO THE LOCAL AGREEMENT . A. Prepare Agreement on letter-size (approximately 8 x 10#" or 8+ x ll") paper. Do NOT use legal size paper. 127 NALC – National Association of Letter Carriers UFPC – United Federation of Postal Clerks Use typewriter to make final copy of the Agreement; make certain ithat . ALT, COPIES ARE LEGIBJ, E. Identify each subject matter area as a separate Article by number, title, and sub-article number if appropriate. The first Article shall contain, as a minimum, a statement clearly setting for thbhe parties to the Agreement. Start each Article at the top of a new page. DO NOT begin any article on the reverse side of a page. No page shall contain more than one Article. If more than . One page is required for any single Article, repeat the identification heading at the top of each page pertaining to that Article. Identify each page of the Agreement at the bottom of each page by page number. Also, across the bottom of each page, show postal identit by region, name of the office, and location (city and state): identify the Union (s) by name, local designation (e.g., branch or local) and the craft (s) covered. The following abbreviations are authorized for this purpose: UNIONS CRAFTS CAR – Carriers CLK – Clerks NPU -- National Postal Union SP – Special Del- SDM -- National Association of Special Delivery ivery Messaeger Messengers MH – Mail Handlers NAPE - National Alliance of Postal and Federal MV - Motor Vehicle Employees Employees MVS - National Federation of Post Office MA — Maintenance Motor Vehicle Employees Employee: MH – National Association of Post Office Mail RC – Rural Carrier Handlers, Watchmen , Messengers and Group Leaders Maint- National Association of Post Office and General Services Maintenance Employees NRLCA– National Rural Letter Carriers Association AFGE – American Federation of Government Employees Where one Union negotiates an agreement for two or more crafts and all of the provisions pertain to both crafts, one Agree- ment clearly indicating coverage of both crafts should be executed. However, provisions which relate to only one of the crafts involved should be executed as a supplement to the Agreements which contains those provisions affecting both of the crafts. Where negotiations affect only one craft, e.g., rural carriers , a separate Supplemental agreement should be executed. Include in the agreement any item on which agreement was reached, and those items (impasses) on which final and binding decisions were made either at the regional or national levels between postal officials at employee Organization representatives. Indexes shall NOT be used unless a minimum of ten (10) Articles are involved. If used, confine the information to: (1) the Article number, (2) title of the Article, and (3) the page number. Each signature page shall contain the identification of the parties to the agreement by name of the Postal installation and Organiza– tion (s) and the official (s) signing for each of the parties. The signatures of the parties to the agreement and the date the agree- ment is signed must be shown on the original and on all copies of the Agreement (s). Local agreements shall NOT be executed between Postal installa- tions and Unions having FORMAL recognition at the local level. Local Agreements shall NOT contain provisions indicating that supervisors and supervisory positions are covered by such agree– Inents . See Article VII, Section A 13 - Local agreements shall NOT contain Provisions which "repeat, rewords, paraphrase or conflict with the National Agreement and National Supplements". 128 SAMPLE – LOCALLY NEGOTTATED AGREEMENT ARTICLE I RECOGNITION A. Parties to the Agreement l. This basic local agreement entered into to supplement, the nationally negotiated Agreement(s) represents and constitutes an Agreement between the Post Office, (City and State) and the following Organization(s), of employees of the Post Office called the Organization(s) (city & State) on personnel policies and practices and working conditions. 2. The Agreement(s) cover(s) all craft or occupational group employees of this Post Office in units established at the local level for which the Organization(s) has (or have) been certified as the exclusive representative(s). The employee organization(s) represent(s) only those craft or occupational employees in units established at the local level for which the Organization(s) is (or are) certified as the exclusive representative(s). National Association of Letter Carriers, Branch #800 United Federation of Postal Clerks, Local #750 3. This Agreement has no force and effect with respect to employees in craft units not represented by the Organization(s) party to this Agreement. (Region) (Name & Location of Postal Installation) NALC, Branch 800 UFPC, Local 750 CAR-CLK Name(s) of Union(s) Craft (s) (l) A • ARTICLE VI ADMINISTRATION AND INTERPRETATION l Quarter Labor-Management Meetings The parties to this Agreement shall meet (Insert date agreed upon) each quarter. The meetings shall be convened at (Insert time agreed upon) Agenda. It is agreed that agenda items for discussion at the quarterly meeting shall be exchanged by the parties to this Agreement at least one full workday before the scheduled meeting. Items not placed on Such agenda shall be discussed only by mutual consent of the parties. Footnote l – In larger installations where one meeting each quarter Will not be sufficient, more frequent meetings, not to exceed one each month, may be stipulated. In small installations where daily contact makes the quarterly meetings unnecessary, the contract may provide for less frequent meetings, at specified intervals. (Region) (Names & location of Posta.TInstallation) NALC, Branch 800 UFPC, Local 750 Name(s) of Union(s) CAR-CLK Craft(s) Ç (2) 129 SAMPLE – LOCALLY NEGOTIATED AGREEMENT ARTICLE XX SCHEDULE FOR WEARING UNIFORM A. Non-Seasonal Items of Uniform Dress - Items of uniform dress which are not seasonal in usage, e nurse's white dress and cap, .g., black tie, black leather shoes, will be worn year-round as appropriate. T}. Seasonal Items of Uniform Dress l. Winter Apparel. Items of season shall be worn from through 22 Summer Apparel. Items of season shall be worn from through (Region) NALC, Branch 800 UFPC, Local 750 Name(s) of Union(s) uniform dress appropriate for the winter (Insert dates agreed upon during negotiation) uniform dress appropriate for the summer (Tnsert dates agreed upon during negotiation) & (Name & location of Postal Installation) CAR-CLK Craft(s) (3) ARTICLE (FINAL ARTICLE) This contract shall continue in full force and effect from its effective date through . POST OFFICE DEPARTMENT (Name and location of Posta TInstallation) BY: (Name of Installation head and EiETE) (Date) EMPLOYEE ORGANIZATION(S) National Association of Letter Carriers Branch #800 (Location: City & State) BY: (Name and title) (Date) United Federation of Postal Clerks Local #750 (Location: City & State) BY: (Name and Title) (Date) (Region) (Name & location of Fosta.TInstallation) NALC, Branch 800 UFPC, Local 750 CAR-CLK Name(s) of Union(s) Craft (s) U. S. 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