Good Governance: A Guide for Trustees, School Boards, Directors of Education and Communities CHAPTER 10: Collective Bargaining 104 As employers, school boards have staff. Ministry policy identifies a legal responsibility for labour that a discussion process occur with relations with their teaching and principals and vice-principals. support staff. For unionized staff, the terms and conditions of the relationship are established Overview through legislation, board policy, The School Boards Collective Bargaining and decisions made through the Act, 2014 (SBCBA) governs collective collective bargaining process and bargaining for teaching and support reflected in collective agreements. staff in the education sector. The The majority of employees in a SBCBA creates two tiers of collective school board are unionized; however bargaining, central and local for not everyone is eligible to be a member teachers’ bargaining units. Any matter of a union and be represented in that is not determined to be central is collective bargaining. A small number available to be discussed at the local board of employees are deemed ineligible because of their level. Under the SBCBA, collective agreements must role with the board or because of the type of information be three years in length unless, after consultation with to which they have access. These include: the parties, the Minister determines an alternative • supervisory officers, including the director length (either two or four years). Other bargaining of education; • principals and vice-principals, • some executive/administrative assistants, • most management staff in non-academic areas, • some human resources staff who have responsibility for aspects of collective bargaining, • some financial services and information technology staff. units may be brought under the two tier model by regulation. Regulations under the Education Act set parameters for matters such as the school year and school holidays (Regulation 304 – School Year Calendar, Professional Activity Days) and the general operation of elementary and secondary schools, including teacher assignments (Regulation 298 – Operation of Schools - General). In addition, the Education Act gives authority for For the above staff, employment terms and conditions regulations to be made on matters such as class size may be addressed in personal service contracts, group and teacher instructional time. Table 10-1 provides agreements, or other terms and conditions set by the key definitions and legislative provisions related to board, usually following discussions with the affected collective bargaining with teachers. 105 TABLE 10-1 TEACHERS’ COLLECTIVE BARGAINING: KEY DEFINITIONS AND LEGISLATIVE PROVISIONS KEY TERM DEFINITION AND LEGISLATIVE PROVISIONS TeacherTeacher is defined in the Education Act but section 8 of the SBCBA excludes supervisory officers, principals and viceprincipals from the bargaining units for teachers or other bargaining units of employees of a school board StrikeA strike by teachers includes any action or activity undertaken collectively with the intent to stop or limit the normal operation of a board, including regular classroom programs. Any of the following are considered strike actions: withdrawing services; working to rule; and curtailing the performance of the duties of teachers. [SBCBA s.35] Right to strike and lock outTeachers have the right to strike, and boards have the right to lock out their employees at both the central and local level. The SBCBA and the Labour Relations Act, 1995 set out the process which school boards and unions must follow to get into a legal strike/lock-out position. Education Relations CommissionThe Education Act provides that the Education Relations Commission must advise Cabinet if the school year of the affected students is in jeopardy because of a strike or lock-out. Instructional timeThe Education Act provides the authority for regulations to be made under the Act governing minimum teaching time for elementary and secondary teachers. Class SizeThe Education Act provides the authority for regulations to be made governing class size. School yearThe school year calendar is prepared and adopted annually by a school board and submitted to the Minister of Education. In certain cases, it must also be approved by the Minister (Regulation 304). Bargaining Units and Bargaining RightsThe SBCBA provides that each teacher must belong to a bargaining unit, and sets out the bargaining unit to which the teacher belongs and which teachers’ union will represent them. 106 Legislation Governing Collective Bargaining catholiques (AFOCSC), representing the French- Teachers’ Federation (OSSTF), Several statutes and regulations language Catholic boards; which represents teachers in made under them define a board’s • Ontario Catholic School relationship with its employees, Trustees’ Association (OCSTA), and the terms and conditions of representing English-language employment. These include the Catholic boards, and; following statutes: • Ontario Public School • the Education Act Boards’ Association (OPSBA), • the School Boards Collective representing English- Bargaining Act, 2014 language public boards. • the Ontario Secondary School English-language public secondary schools; • the Ontario English Catholic Teachers’ Association (OECTA), which represents teachers in elementary and secondary English Catholic schools; • the Labour Relations Act, 1995 • the Employment Standards Act, 2000 • the Occupational Health and Safety Act • the Pay Equity Act • the Municipal Freedom of Information and Protection of Privacy Act • the Human Rights Code (Ontario) Teachers The SBCBA requires teachers within each school board to belong to one of the following four bargaining units: • elementary teachers • occasional elementary teachers • secondary teachers • occasional secondary teachers The SBCBA allows bargaining Bargaining Agents and Bargaining Units Employer Bargaining Agencies The SBCBA designates each of the four school board/trustees’ associations as the statutory employer bargaining agency for their respective school boards at the central tables. The school board representation at a central table is: • Association des conseils scolaires des écoles publiques de l’Ontario (ACÉPO), representing the Frenchlanguage public boards; • Association franco-ontarienne des conseils scolaires units to combine if all parties agree. For example, regular and occasional public secondary teachers may merge into one bargaining unit if the board and the union agree. For purposes of local bargaining two or more school boards may negotiate jointly if all parties agree. The SBCBA provides that all regular and occasional teachers • the Association des enseignantes are represented by one of the et des enseignants franco- following bargaining agents at ontariens (AEFO), which both the central and local level: represents teachers in both • the Elementary Teachers’ Federation of Ontario (ETFO), which represents teachers in public and Catholic elementary and secondary French-language schools. English public elementary The ETFO, OSSTF, OECTA, and schools; AEFO all belong to the Ontario Good Governance: A Guide for Trustees, School Boards, Directors of Education and Communities 107 Teachers’ Federation (OTF), that round. A union that represents on behalf of all employees in the the umbrella organization for 15 or more bargaining units is bargaining unit and to negotiate and Ontario’s teachers’ unions. entitled to seek designation for maintain a collective agreement in 15 or more bargaining units, that good faith. include two-thirds of all their Recognition of an uncertified staff Support Staff Unions seeking to represent members and two-thirds of all employees such as custodial, clerical, their bargaining units. The Minister and other support staff must first go may also designate a union or through the certification process set council of unions as an employee out in the Labour Relations Act, bargaining agency provided 1995 (LRA). Some of the larger The Role of the Bargaining Agents the union or council seeks a unions currently certified to Trade unions are legally obliged designation for 15 or more represent support staff include: to represent their members in bargaining units that it has the Canadian Union of Public matters relating to the collective authority to represent in Employees (CUPE), the Ontario agreement. These obligations central bargaining. include negotiating the terms Public Service Employees Union association, on the other hand, is purely voluntary. and conditions of employment (OPSEU) and the Association of Trade Unions and Staff Organizations Professional Student Services Some staff may prefer to form an Personnel (APSSP). Teachers’ organization such as an association unions (e.g. OSSTF, ETFO) may without applying to the Ontario use their trade union status to Labour Relations Board for trade organize support staff. Currently, union certification. In some the only teachers’ union that does circumstances this may be not represent support staff in because they are prohibited Ontario is OECTA. from belonging to a union (e.g., Central collective bargaining for principals). support staff is governed by the Once a union is certified under early childhood educator, social SBCBA, which authorizes the the LRA, a number of legal worker or psychologist. Minister to designate trade unions requirements come into effect. The representing support staff as an employer – in this case the school As the designated employer employee bargaining agency for board – is required to recognize purposes of central bargaining in the bargaining agent as speaking on behalf of their members and representing their members’ rights under the collective agreement. Teacher federations and support staff unions also provide professional development, lobby on behalf of their members regarding government policies, and promote professionalism, e.g. for the professions of teacher, bargaining agencies for their respective school boards at the 108 central tables, school board/ centrally negotiated terms and fulfill their statutory duties trustees’ associations play a critical conditions of employment, which and responsibilities, including role in the collective bargaining then become part of the local conducting votes to ratify centrally process. Subject to the appropriate collective agreement, once local negotiated agreements. Table ratification process, school board/ issues are also settled and ratified. 10-2 outlines key management trustees’ associations have the School board/trustees’ associations roles and responsibilities in authority to bind the school boards are also required to establish their collective bargaining. in their respective systems to own policies and procedures to TABLE 10-2: MANAGEMENT ROLES AND RESPONSIBILITIES MANAGEMENT PARTY ROLES AND RESPONSIBILITIES Employer Bargaining Agency • Establish policies and procedures for the effective exercise of its rights and privileges and performance of its statutory duties; • Co-operate in good faith with the Crown in preparing for and conducting central bargaining; • Develop a central bargaining mandate based on the concerns of the local school boards; • Bargain in good faith upon the matters to be included within the scope of central bargaining at the central table; • Represent the school boards during bargaining at a particular central table; • Conduct a ratification vote on the memorandum of settlement of central terms; and • Conduct a vote on the lockout of employees in respect of central bargaining, if required. Boards of Trustees of Local School Boards • Bring the concerns of the local school board to the attention of the employer bargaining agency for the purposes of developing a central mandate; • Participate in the ratification process of central terms; • Approve/modify the local bargaining mandate; • Ratify settlements of locally negotiated terms and conditions of the Board’s agreements; • Authorize lockouts at the local tier; and • Pay any fees required by the Minister to a school board/trustees’ association that represents the school board as the employer bargaining agency. Director of Education • Participate in developing recommendations for issues to be included in the central mandate to be considered by the local board; • Develop the local bargaining mandate for approval by the local board; • Bargain in good faith and make every reasonable effort to agree; and • Implement the terms and conditions of the collective agreement including both central and local terms. Individual Trustee • Bring forward to their respective boards of trustees the concerns of parents, students, and supporters of the board with respect to collective bargaining; • Participate in the decision-making process of the local board; and • Uphold the implementation of any board resolution after it is passed by the board. Good Governance: A Guide for Trustees, School Boards, Directors of Education and Communities 109 Negotiating a Collective Agreement provisions of their collective (where the unit is subject to agreement. central bargaining) and any A collective agreement is a legally Any matter that is not identified locally negotiated terms. There binding agreement between an as an issue for central bargaining employer and a union that is deemed to be local and is the represents its employees. responsibility of the local board. Under the SBCBA, collective In the event a support staff bargaining occurs both centrally collective agreement is not subject and locally for teacher and most to central bargaining it is subject support staff collective agreements. to local bargaining and is the Some terms of each agreement are responsibility of the local board. negotiated centrally and the other Board staff should begin terms are negotiated locally. The preparations for negotiations and school board and union are the the development of proposals parties to the resulting collective well in advance. In reviewing the agreements. proposals, the board should At the central level, the Crown consider a wide range of factors, and the school board/trustees’ including: associations cooperate in good • student achievement and faith as management partners in the preparation and bargaining of agreements on central terms with well-being; • current government funding; bargaining agents representing • comparable settlements; and teachers and support staff subject • challenges experienced under to central bargaining. the old collective agreement. is no final collective agreement until there is a ratification of the central terms and conditions, and ratification of local terms and conditions by the parties to a collective agreement. Notice to Bargain The SBCBA and the LRA set minimum requirements for giving notice to bargain. Either central party (not including the Crown) may give notice to bargain within the 90-day period before the collective agreement is to expire [LRA s. 59]. Under the SBCBA, this notice to bargain period can be extended if the Minister determines an alternative period (up to 180 calendar days). In cases where both central and local bargaining is required, neither of the parties at a corresponding At the local level, which does not All parties are entitled to outside local table is permitted to give include the Crown, school boards assistance, such as a lawyer. All notice to bargain at the local level. and local bargaining agents school board labour relations and However, any central notice that is bargain agreements on the local human resources practitioners given is also considered to be local have access through their school notice for the corresponding local board/trustees’ associations to parties. a web-based provincial portal which offers a current source of data on labour relations issues. The portal is maintained by the Ontario Education Services Corporation (OESC). School boards’/ trustees’ associations also provide professional development sessions for negotiators. The SBCBA, in conjunction with the LRA, requires that the parties at a central table and the Crown meet within 15 calendar days after notice to bargain has been given, or within a further period as mutually agreed, to commence good faith bargaining to negotiate the matters to be included within Each school board will have a single the scope of central bargaining at separate collective agreement with the central table. each of its employee bargaining units that will include the terms negotiated at central tables If notice to bargain has been given and the agreement expires before a new settlement is reached, the 110 terms and conditions of the attempt to achieve a resolution, employees can strike or a board expired agreement continue in and then reports to the Minister can lock them out: force into the bargaining period. of Labour. • one party has served the Determination of Central and No-Board Report Local Issues Following conciliation, the The SBCBA provides that if the conciliation officer advises the central parties cannot agree on Minister of Labour of any issues what items should be central that remain in dispute. In theory within 45 calendar days after the Minister can then appoint a notice to bargain has been served, conciliation board to continue the disputed matters may be referred negotiation process. However, in to the Ontario Labour Relations practice the Minister of Labour Board (OLRB) for an expedited issues a “no-board report,” which decision. advises the parties that no such Once the central-local split has board will be appointed. been determined, the central The release of this report brings parties and the Crown are to the parties closer to the point at commence bargaining the central which the terms of the expired issues and local parties are to collective agreement no longer commence bargaining local issues apply. However, collective within 15 days or within a further agreements are often achieved period as mutually agreed. after a no-board report and before the commencement of sanctions Bargaining – Possible Stages by either party. other with notice of intent to bargain; • the collective agreement has expired; • there has been conciliation conducted by a conciliation officer appointed by the Ministry of Labour; • fourteen days have elapsed since the Minister of Labour advised the parties that a conciliation board would not be appointed (that is, after the release of a “no-board report)” – established practice puts the parties in a legal strike/lockout position on the 17th day following the issuance of the “no board” report; • a strike has been supported by a majority of the employees voting in a strike vote; and During the course of negotiations, Impasse and Sanctions both parties must engage in Most collective agreements are provided five calendar days’ settled without conflict. Should notice for any strike or lockout negotiations break down, activity. meaningful negotiations. Should a successful solution on the matters that are the subject of two party negotiations not be bargained at the table, the following steps will occur: Conciliation Once notice to bargain has been given, either party may ask the Minister of Labour to appoint a conciliation officer to help with negotiations [LRA s. 18(1)]. The parties do not necessarily have to meet before they enter conciliation. If necessary, the conciliation officer meets with the parties to • one or both parties have employees have the right to strike A bargaining party does not and boards have the right to lock necessarily exercise sanctions just out their employees and, under because it is in a legal position to certain conditions, to impose do so, but only if it deems that the terms and conditions of action is necessary to achieve a employment. The right to strike settlement. However, a school and lock out continues at both the board may alter conditions of central and local levels, for the employment after the release two tiers of bargaining. However, of a “no-board report”. There are this can occur only after the limitations on what can be changed; mandatory conciliation a proposed change must be raised procedures of the LRA have been with the union and changes followed and certain notification generally involve imposition of periods have expired. positions previously introduced by The following must occur before the board at the bargaining table. Good Governance: A Guide for Trustees, School Boards, Directors of Education and Communities 111 Even though a strike or lockout advise the Lieutenant Governor in At the central level, school board/ may be ongoing, the parties Council if the school year of the trustees’ associations must ratify remain under a duty to seek a affected students is in jeopardy settlements by a vote of the school negotiated settlement and to because of a strike or lockout. boards they represent, weighted bargain in good faith. Where such “jeopardy advice” is to reasonably reflect the size of given, it may lead to the enactment the bargaining units at each Strikes of back-to-work legislation by the school board. The Crown must To be legal, a strike vote has to Legislative Assembly. The government also agree to the central terms. take place 30 days or less before can, however, enact back-to-work the collective agreement expires, legislation without a jeopardy At the local level, the local bargaining or any time after the agreement finding or choose not to legislate. expires [LRA s. 79(3)]. More than unit and the respective school board ratify the local agreement. The Crown and the respective 50 per cent of those voting must Mediation and Arbitration be in favour of the strike. A job While mediation services are often action – such as withdrawal of initiated by the Ministry of Labour services or working to rule – is if a strike or lockout occurs or is considered to be a strike. likely to occur, both parties may Boards may not fire or discipline jointly agree to the appointment Contract Administration of a mediator not associated with The SBCBA includes provisions the Ministry of Labour in an attempt for a central grievance arbitration to resolve outstanding issues, process that contemplates the participating in a legal strike. either before or during a strike. continuation of local grievance Depending on local circumstances, and arbitration provisions. This Lockouts and Unilateral Actions mediation could be a forerunner means that arbitration and by the Board to arbitration. settlements can continue to be When all conditions for a lockout Arbitration is an alternative to the used to resolve disputes at the have been met, a board may legally negotiation/sanction process. At lock out its employees. In some any time during the bargaining cases, a board that has reached process the parties may jointly an impasse on certain issues may agree to refer all matters remaining choose to exercise its right to in dispute to final and binding unilaterally impose the disputed arbitration. teachers or take any action affecting employment conditions simply because the employees are terms and conditions. Before doing so, a board should carefully assess such a move with the help of expert legal advice, bearing in mind that if its employees have not yet chosen to strike, the unilateral imposition of the board’s terms and conditions may provoke a strike. The Education Relations Commission Binding arbitration carries both risks and advantages and should be taken only after consultation with legal counsel and/or other professionals experienced in such proceedings. school board/trustees’ associations do not participate in the local ratification process. local level involving both central and local terms. The Employer and Employee Bargaining Agencies will have access to final and binding arbitration or settlement to resolve differences about any central terms of a collective agreement. For central grievances, the parties are school board/trustees’ associations and provincial unions. The Crown is not a party to central grievances, but will have the right to participate in arbitrations and its agreement is required for a settlement. Ratification Under the SBCBA, settlements must be ratified at both the central The Education Act provides that and local level (where the unit is the Education Relations Commission subject to central bargaining).
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