Presentation by Robert E. Larkin, III Allen, Norton & Blue, P.A.

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Transcript Presentation by Robert E. Larkin, III Allen, Norton & Blue, P.A.

Robert E. Larkin III, Esquire Allen, Norton & Blue, P.A.

906 North Monroe Street Tallahassee, Florida 32303 (850) 561-3503 February 15, 2013

• Overview of the Public Sector Collective Bargaining Process in Florida; • Considerations in creating a Bargaining Team; • Developing goals and proposals to meet those goals; • Concept of bargaining and strategies for achieving agreement; • Communications between the Bargaining Team and the City Council (Legislative Body); • How the Impasse Resolution Process works.

 City Manager is generally the CEO – F.S. 447.203(2); (Mayor may also be CEO);  City Council or Mayor is the Public Employer – F.S. 447.203 (9);  City Council is always the Legislative Body – F.S. 447.203 (10);  City Manager/Mayor is responsible for all aspects of bargaining, including the declaration of impasse.

 City Council is responsible for resolving the impasse.

Who should be on the Team?

Selecting the right members

 Finance Director  Human Resources Professionals  Individuals who know the difference between Mandatory and Permissive Subjects of Bargaining  Individuals who know what a waiver is and whether bargaining proposals can be imposed.

 Who should NOT be on the Team?

 City Manager or Mayor?

 Fire Chief/Police Chief?  Strong Personalities!

 Who else?

 Reaching out to the Union Representative – Credibility

Purpose of the Team

Performs necessary research for formulation of economic proposals (salary/benefit studies, etc);

Gathers input and formulates bargaining proposals /counter-proposals;

Liaison between Mayor/City Manager and Union and Mayor/City Manager and City Council;

Represents the employer in contract negotiations, through impasse if necessary;

Facilitates contract ratification and implementation process.

 What is my current relationship with the union?

 Where are we in the bargaining cycle?

• Reopeners or • Entire Agreement

Long Term Goals

v.

Short Term Goals

Economic v. Operational Issues

 Mandatory Subjects of Bargaining:  Wages, Hours and Terms and Conditions of Employment  Permissive Subjects of Bargaining  What is a Management Right and Impact Bargaining?

 What is a Waiver? Can it be imposed?  Reaching out to the Union Representative  Credibility of Negotiator – Paramount!

Executive Sessions

 What is an Executive Session?

 Outside the Sunshine (Shade Meeting)  Permitted by Law – F.S. 447.605

 Meeting between Bargaining Team and Legislative Body.

 Why have an executive session?

 When should you have an executive session?

Executive Sessions

 Help Council understand the bargaining process.

 Inform Council of Bargaining Strategies and goals.

 Ongoing dialogue through bargaining process of bargaining status.

 Inform Council of changes in Union strategies

Executive Sessions

 Prepare Council for Union Discord and/or Impasse Resolution Process;  Receive Feedback / Address Concerns  Gauge vote – more than just head nodding;  Providing documents – must retrieve them.

Executive Sessions

 Prepare Council for Questions / Media Interaction;  Deference to Mayor/City Manager in Operational Decisions – Mayor and Manager should be given deference on all non-economic issues.

Public Meetings

 All Bargaining Sessions Must be “in the Sunshine” – 447.605(2) Florida Statutes  Must either take Minutes or Tape the Sessions.

 Why?

 Defense to ULP of Bad Faith Bargaining;  Use in Arbitrations/ULP for CBA language clarity.

Establish Ground Rules

 Who will speak at the table?

 Responding to questions  Making statements of position  Engaging in arguments   Consider gag order for new members until a certain number of sessions have been conducted  Caucuses  Length and times of meetings.

Formulating Proposals

 Who Drafts the Proposals?

 Why does it matter?  Concept of “taking ground”  Negotiate non-economic issues first!

 Impact of unclear language (Ex. Discourteous and unprofessional conduct)  Creating Issues to effectuate outcome  Framing the negotiations.

 Bargaining Proposals and Information relating to bargain strategies is confidential and exempt from Chapter 119 F.S. F.S. 447.605(3): “All work products developed by the public employer in preparation for negotiations and during negotiations shall be confidential and exempt from the provisions of Chapter 119.07(1).” .

 Does not remove budget or fiscal information;  Does not remove proposals made at bargaining table;  Does not remove attorney bills for bargaining and negotiations;  Does not remove what you send outside of the bargaining team.

Advance Copies

 Be Careful with e-mails to Union!  Provide Union Representative:  Chance to evaluate proposals to make session more productive;  Chance for Union Rep to spin proposal to union team;  Opportunity to gauge position and develop counter proposals.

Packaging Proposals

 Operational vs. Economic – Generally non-controversial issues first;  Permissive Subjects and Waivers – generally packaged with economic proposals.

 What Articles should be revised, deleted or included?

Packaging Proposals

 Reasons to exclude subjects? (i.e., Evaluations, Discipline, Promotions, Hiring Criteria).

REMEMBER: Law does not require Public Employer to Agree to anything except Union Dues and Grievance and Arbitration procedure.

Parties meet and confer at reasonable times and places (not a set number) Bargaining during working time – Union Leave

Proposals are exchanged (not a set number)

Tentative agreements reached subject to full and final agreement (TA’s can be dependent).

Ideal Outcome: Final contract reached and ratified by Union and County Commission.

Pension Reform;

on wage increases;

3% Retirement Case Decided – impact Furloughs and Layoffs;

(wage increases vs. fixing pay structure);

Wage Compression among classes Leave Buy Backs and Caps;

Union Stewards;

Bifurcation of Arbitrability issues.

 

Take Home Vehicles (Police)– use and cost issues (PERC held is a Mandatory Subject of Bargaining); “Me Too” Clauses with pay and benefits;

Outside Employment issues;

Programs;

Physical Fitness and Wellness Educational Reimbursements;

Certification or Senior Officer Pay;

Grooming Issues (Ex. Tattoos).

Concept: Permits Public Employer to open existing CBA and make changes in the event of a Financial Urgency;

Distinguish Financial Emergency under F.S.

218.503.

Financial Urgency - F.S. 447.3095 Permits:

CEO declares to Union.

the impact of financial urgency.

Parties required to meet and bargain over If no agreement, impasse is deemed.

Parties proceed to impasse over financial urgency articles – City Council Implements.

When All Else Fails …

Strategic and Practical Considerations

 Timing of declaration and budget  Who declares and why?

 Impasse process to resolution  Special Magistrate Hearing.

 Number of issues at impasse  Controversial nature of the issue(s).

 Executive sessions before impasse.

 Insulated period issues after SM Recommendation!

 Council resolves impasse and imposes final position!

 Impasse concerns between Council and Mayor/City Manager.

Thank You!

If you have any questions please do not hesitate to email me at: [email protected]