4BC3 - Winter 2016 - 1 of 8 Commerce 4BC3 Collective Bargaining Winter 2016 Course Outline Human Resources DeGroote School of Business McMaster University COURSE OBJECTIVE The purpose of this course is to give students an appreciation of the context, process and outcomes of collective bargaining in Canada today. INSTRUCTOR AND CONTACT INFORMATION Tuesday 2:30 – 5:20 Dr. J. Rose Instructor [email protected] Office: DSB/407 Office Hours: Mon. 3:30 – 4:20pm OR by appointment Tel: (905) 525-9140 x23951 TA Megan Murphy [email protected] Office: DSB Office Hours: TBA Tel: (905) 525-9140 X26179 COURSE ELEMENTS Credit Value: 3 Avenue: Yes Participation: No Evidence-based: Yes Leadership: Yes Ethics: Yes Innovation: No Experiential: No IT skills: No Numeracy: Yes Group work: Yes Final Exam: Yes Global view: Written skills: Oral skills: Guest speaker(s): Yes Yes Yes No COURSE DESCRIPTION This course provides a detailed examination of the institution and process of collective bargaining. Topics include the evolution of bargaining, theories of bargaining power and behaviour, and the relevant legislative framework. The range of bargaining issues is described along with the problems incurred through the consolidation and fragmentation of bargaining units. The impact of unions on wage rates and management is examined in detail. Consideration of the grievance and arbitration process is examined in regard to its role in the application and interpretation of agreements. Additionally, specific collective bargaining systems are examined in greater detail with particular emphasis on changes in labour-management relations. Occasionally, there will be class discussions based on an actual collective bargaining situation or a comparison of selected collective agreement clauses. The discussions will be based on class handouts. 4BC3 - Winter 2016 - 2 of 8 REQUIRED COURSE MATERIALS AND READINGS 4BC3 CUSTOM COURSEWARE (CC) Purchase a copy at the bookstore. EVALUATION Components and Weights Midterm 30% Final Exam 40% Bargaining Game 30%* Total 100% *The evaluation of the bargaining game will be based on a bargaining game report that each team will have to prepare. It is due no later than Wednesday, December 4, 2013. Late papers will be penalized 20% per day. Conversion At the end of the course your overall percentage grade will be converted to your letter grade in accordance with the following conversion scheme. … please note that the Commerce grade conversion is … LETTER GRADE A+ A AB+ B B- PERCENT 90 - 100 85 - 89 80 - 84 77 - 79 73 - 76 70 - 72 LETTER GRADE C+ C CD+ D DF PERCENT 67 - 69 63 - 66 60 - 62 57 - 59 53 - 56 50 - 52 00 - 49 Communication and Feedback Students that are uncomfortable in directly approaching an instructor regarding a course concern may send a confidential and anonymous email to the respective Area Chair or Associate Dean: http://www.degroote.mcmaster.ca/curr/emailchairs.aspx Students who wish to correspond with instructors or TAs directly via email must send messages that originate from their official McMaster University email account. This protects the confidentiality and sensitivity of information as well as confirms the identity of the student. Emails regarding course issues should NOT be sent to the Administrative Assistant. Instructors should conduct an informal course review with students by Week #4 to allow time for modifications in curriculum delivery. Instructors should provide evaluation feedback for at least 10% of the final grade to students prior to Week #8 in the term. 4BC3 - Winter 2016 - 3 of 8 Students who wish to have a course component re-evaluated must complete the following form: http://www.mcmaster.ca/policy/Students-AcademicStudies/Form_A.pdf In order for the component to be re-read: the component must be worth 10% or more of the final grade in the course students pay a fee of $50 in Gilmour Hall #209 (receipt is then brought to APO) the Area Chair will seek out an independent adjudicator to re-grade the component an adjustment to the grade for the component will be made if a grade change of three points or greater on the 12 point scale (equivalent to 10 marks out of 100) has been suggested by the adjudicator as assigned by the Area Chair if a grade change is made, the student fee will be refunded ACADEMIC DISHONESTY It is the student’s responsibility to understand what constitutes academic dishonesty. Please refer to the University Senate Academic Integrity Policy at the following URL: http://www.mcmaster.ca/policy/Students-AcademicStudies/AcademicIntegrity.pdf This policy describes the responsibilities, procedures, and guidelines for students and faculty should a case of academic dishonesty arise. Academic dishonesty is defined as to knowingly act or fail to act in a way that results or could result in unearned academic credit or advantage. Please refer to the policy for a list of examples. The policy also provides faculty with procedures to follow in cases of academic dishonesty as well as general guidelines for penalties. For further information related to the policy, please refer to the Office of Academic Integrity at: http://www.mcmaster.ca/academicintegrity REQUESTING RELIEF FOR MISSED ACADEMIC TERM WORK Students may request relief from a regularly scheduled midterm, test, assignment or other course component in the following ways: a) b) c) for absences from classes lasting up to three (3) days; or for absences from classes lasting more than three (3) days. for conflicts arising from Student Experience - Academic Office approved events a) For absences from classes lasting up to three (3) days Students must use the MSAF (McMaster Student Absence Form). This is an on-line, selfreporting tool, for which submission of medical or other types of supporting documentation is normally not required. Students may use this tool to submit a maximum of one (1) request for relief of missed academic work per term as long as the weighting of the component is worth less than 25% of the course weight. Students must follow up with their course instructors regarding the nature of the relief within two days of submitting the form. Failure to do so may negate the opportunity for relief. It is the prerogative of the instructor of the course to determine the appropriate relief for missed term work in his/her course. Details are described below. 4BC3 - Winter 2016 - 4 of 8 If the value of the component is worth 25% or more, students must report to their Faculty Office (the Student Experience – Academic Office for Commerce students) to discuss their situation and will be required to provide appropriate supporting documentation. Please visit the following page for more information about MSAF: http://academiccalendars.romcmaster.ca/content.php?catoid=13&navoid=2208#Requests_for_Re lief_for_Missed_Academic_Term_Work b) For absences from classes lasting more than three (3) days Students cannot use the MSAF. They MUST report to their Faculty Office (the Student Experience – Academic Office for Commerce students) to discuss their situation and will be required to provide appropriate supporting documentation. Students who wish to submit more than one request for relief of missed academic work per term cannot use the MSAF. They must report to the Student Experience – Academic Office and discuss their situation with an academic advisor. They will be required to provide supporting documentation and possibly meet with the Manager. c) For conflicts arising from Faculty Office approved events Students unable to write a mid-term at the posted exam time due to the following reasons: religious; work-related (for part-time students only); representing university at an academic or varsity athletic event; conflicts between two overlapping scheduled mid-term exams; or other extenuating circumstances, have the option of applying for special exam arrangements. Please see the DeGroote Missed Course Work Policy for a list of conflicts that qualify for academic accommodation http://ug.degroote.mcmaster.ca/forms-and-resources/missed-course-work-policy/ Such requests must be made to the Student Experience – Academic Office at least ten (10) working days before the scheduled exam along with acceptable documentation. Non-Commerce students must submit their documentation to their own Faculty Office and then alert the Student Experience – Academic Office of their interest in an alternate sitting of the midterm. Adjudication of all requests must be handled by the Student Experience – Academic Office. Instructors cannot allow students to unofficially write make-up exams/tests. The MSAF cannot be used during any final examination period. If a mid-term exam is missed without a valid reason, students will receive a grade of zero (0) for that component. POLICY FOR APPROVED MISSED ACADEMIC WORK Students who cannot write a test, and have advanced knowledge and permission as described above, will be given the opportunity to write an alternate version of the test and an alternate time. 4BC3 - Winter 2016 - 5 of 8 Students who did not write a test, and subsequently provide an MSAF submission, or documentation for which they have been approved by the Student Experience – Academic Office, will have the weight of the missed work reallocated across other course components. The student must follow up with the instructor to understand this process and decision. Students who submit an MSAF, or have been approved by the Student Experience – Academic Office, for an assignment deadline, will be given an extension of 3 days for the assignment. Please note, the student will ultimately be required to submit the assignment. STUDENT ACCESSIBILITY SERVICES Students who require academic accommodation must contact Student Accessibility Services (SAS) to make arrangements with a Program Coordinator. Academic accommodations must be arranged for each term of study. Student Accessibility Services can be contacted by phone 905525-9140 ext. 28652 or e-mail [email protected] . For further information, consult McMaster University’s Policy for Academic Accommodation of Students with Disabilities. POTENTIAL MODIFICATIONS TO THE COURSE The instructor and university reserve the right to modify elements of the course during the term. The university may change the dates and deadlines for any or all courses in extreme circumstances. If either type of modification becomes necessary, reasonable notice and communication with the students will be given with explanation and the opportunity to comment on changes. It is the responsibility of the student to check their McMaster email and course websites weekly during the term and to note any changes. CERTIFIED HUMAN RESOURCE PROFESSIONAL (CHRP) This course can be used as one of the course requirements for obtaining the Certified Human Resource Professional (CHRP) designation. CHRP is the professional designation offered by The Human Resources Professionals Association. The courses offered in the DeGroote Commerce program that contribute to CHRP requirements are: 2BA3 Organizational Behaviour, 2BC3 Human Resource Management and Labour Relations, 4BB3 Personnel Selection, 4BC3 Collective Bargaining, 4BE3 Compensation/Reward Systems, 4BI3 Training and Development, 4BL3 Occupational Health and Safety, 4BM3 Strategic Human Resource Planning, 2AA3 Financial Accounting I, 2AB3 Managerial Accounting I. More details are available on the Human Resource Professionals Association website, http://www.hrpa.ca. 4BC3 - Winter 2016 - 6 of 8 COURSE SCHEDULE Commerce 4BC3E Collective Bargaining Winter 2016 Course Schedule ** The midterm will be on Tuesday February 23rd, 2:30 – 4:30pm ** Students will be required to participate in a collective bargaining simulation on Tuesday, March 22nd in class. Further details will be provided at a later date. Week Date Jan. 5 - 12 1-2 Introduction to Collective Bargaining Assignment An introduction to collective bargaining is provided, including a comprehensive model or framework for assessing the performance of collective bargaining. Special attention is given to the influence of the external environment (e.g., economic, political legal, demographic and technological factors), on the parties at different levels (e.g., the strategic, collective bargaining and shop floor levels) and on the bargaining process and bargaining outcomes. We consider distinctive features of industrial relations in Ontario and whether collective bargaining has changed in an era of globalization and trade liberalization. 1. Harry C. Katz and Thomas A. Kochan, “A Framework…” and “The Role of the Environment,” in An Introduction to Collective Bargaining and Industrial Relations, 4th edition in CC. 2. Lancaster House, “Analysis: Supreme Court Reverses Direction…” in CC. Students are expected to be able to define bargaining structure, explain what factors influence bargaining structure, understand the consequences of decentralized and centralized structures, and appreciate why bargaining structure is important to understanding collective bargaining. We examine the impact of the Labour Relations Act on certification and the establishment of bargaining rights and appropriate bargaining units. Recent trends in bargaining structure are examined and two case studies are presented to illustrate how and why structures change and the consequences of such changes. Jan. 19 3 The Structure of Collective Bargaining 1. Richard P. Chaykowski, "The Structure and Process of Collective Bargaining", in Gunderson and Taras, eds., Canadian Labour and Employment Relations, , 6th edition, in CC. (Read section on bargaining structure: pp. 246-254 of the original text pagination). 2. Table 7.1: Percentage Distribution of Negotiating Units in CC. 3. Joseph B. Rose, "Centralized Bargaining and the Construction Industry” (2011), 25 pp, in CC. 4BC3 - Winter 2016 - 7 of 8 Week Date Assignment We begin by broadly considering what is required to bargain effectively and the basis of union and management bargaining goals and strategies. This includes why workers join unions and the issues they emphasize and management responses including economic priorities and the need for flexibility. The impact of legal requirements on the bargaining process (e.g., good faith bargaining and compulsory conciliation) and bargaining outcomes (mandatory subjects of bargaining) Next, key negotiating concepts are introduced: "expectations", "bargaining power" and "leverage". The stages of negotiations are outlined and legal context of collective bargaining is examined. The dynamics of the bargaining process is illustrated by using the "contract zone framework" and explaining the importance of opening positions, targets and bottom line positions. Behavioural negotiating subprocesses are defined and explained: distributive bargaining, integrative bargaining, attitudinal structuring and intraorganizational bargaining. 4&5 Jan.26 and Feb.2 The Bargaining Process 1. Mark Thompson, "The Management of Industrial Relations", in Gunderson and Taras, eds. Canadian Labour and Employment Relations, 6th edition, in CC. 2. Rick Chaykowski, op. cit., in CC (Read section on bargaining process: pp. 254-282 of the original text pagination). 3. Michel Grant, “Shifting from Traditional to Mutual Gains Bargaining: Implementing Change in Canada”. Current Issues Series. Kingston: IRC Press, 1997, p. 1-18 in CC. 4. “Costing Wage Proposals” in Michael R. Carrella and Christina Heavrin, Labor Relations and Collective Bargaining, 10th edition, pp.273-278 in CC. 6 7 Feb.9 Public Sector Collective Bargaining Feb 15-Feb 20 The public sector is defined, the evolution of bargaining is explored and the distinctive features of public sector bargaining are explained. The distinctive features of public sector bargaining laws is examined and compared with private sector legislation. Two of the most controversial aspects of public sector bargaining - strikes and compensation - are examined in greater detail. Public sector restructuring in the 1990s is outlined and the future prospects for bargaining are considered. 1. Mark Thompson and Sara Slinn, “Public Sector Industrial Relations in Canada: Does It Threaten or Sustain Democracy”, Comparative Labor Law & Policy, v.34 (Winter 2013), pp. 101- 121 in CC. READING WEEK MIDTERM EXAM 8 9 Feb. 23 Mar. 1 Interest Disputes and Their Resolution (COVERS MATERIAL FROM JAN.5 TO FEB. 9 INCLUSIVE) While most collective bargaining laws permit strikes and lockouts, they also establish disputes procedures for the prevention and settlement of labour disputes. In assessing how well collective bargaining works, we consider the parties ability to achieve peaceful settlements and provide a statistical profile of strike activity. Consideration is also given to strike determinants, e.g., the role of macrodeterminants such as the state of the economy and microdeterminants (factors peculiar to the industry and the 4BC3 - Winter 2016 - 8 of 8 Week Date Assignment particular labour-management relationship). Various dispute settlement procedures are defined and their use is explained. 1. Jon Peirce and Karen Joy Bentham, “Strikes, Lockouts and Dispute Resolution,” in Canadian Industrial Relations, 3rd edition, in CC. 2. Heather Scoffield, “Canada a World Leader for Hitting the Bricks,” Globe and Mail, June 4, 2007, in CC. 3. Tony Van Alphen, “Strikes at All-Time Lows,” Toronto Star, June 11, 2007, in CC. Several approaches can be used to explain the impact of collective bargaining. The macro approach considers overall impacts, e.g., the union impact on wage rates and the general impact of seniority. The micro approach looks at the individual collective agreement. Another way of examining bargaining outcomes is to divide them into to wage outcomes and nonwage outcomes. Mar. 8 - 15 10 – 11 Bargaining Outcomes 1. Morley Gunderson and Douglas Hyatt, “Union Impact on Compensation, Productivity and Management of the Organization”, in Gunderson and Taras, eds., Canadian Labour and Employment Relations, 6th edition, pp. 383 – 402 in CC. 2. Robert Hebdon and Travor C. Brown, “Collective Agreement Administration,” in Industrial Relations in Canada (Toronto: Nelson, 2008), in CC. 3. Jim Leech and Jacquie McNish, The Third Rail. Toronto: McClelland & Stewart 2013, pp. 8-32 in CC. 12 13 Mar.22 Mar. 29 Contract Administration and Grievance Arbitration. ******BARGAINING SIMULATION: DURING CLASS****** In this section we will review the grievance handling and arbitration process and consider some of the strengths and weaknesses of the present system of resolving rights disputes. The requirements of the Labour Relations Act are examined, including every collective agreement must provide for grievance arbitration and regulations covering all aspects of grievance arbitration process. 1. Jon Peirce and Karen Joy Bentham, “Grievance: Function, Resolution and Prevention,” in Canadian Industrial Relations, 3rd edition in CC. ***** BARGAINING GAME REPORTS DUE April 4, 2016 *****
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