British Columbia Public School Employers’ Association 400 - 1333 West Broadway Telephone: (604) 730-0739 e-mail: bcpsea.bc.ca Vancouver, B.C. V6H 4C1 Fax: (604) 730-0787 http://www.bcpsea.bc.ca Teacher Collective Bargaining The First Round of Provincial Bargaining: The BC Experience Resource/Discussion Paper January 2001 Prepared by H.J. Finlayson The First Round of Provincial Bargaining: The BC Experience Please direct any questions or comments regarding this paper to: H. J. (Hugh) Finlayson, Executive Director ...............................(604) 730-4515 hughf@bcpsea.bc.ca © 2001 British Columbia Public School Employers’ Association Every effort has been taken to ensure that these materials comply with the requirements of copyright clearances and appropriate credits. BCPSEA will attempt to incorporate in future printings any corrections that are communicated to us. The First Round of Provincial Bargaining: The BC Experience The First Round of Provincial Bargaining: The BC Experience Contents The Right to Bargain Collectively: An Overview .................... 2 Provincial Teacher Bargaining: The First Round ...................... 6 A Legislated Collective Agreement .............................................. 9 A Perspective ................................................................................... 11 Conclusion ....................................................................................... 16 Epilogue ............................................................................................ 17 Appendix A — Legislation Bill 21, 1996: Education and Health Collective Bargaining Assistance Act Bill 39, 1998: Public Education Collective Agreement Act Appendix B — “Gaining Full Bargaining Rights,” BCTF Teacher, April 2000 Appendix C — Frames of Reference and Organizational Philosphy Appendix D — Transitional Collective Agreement (June 17, 1996 – June 30, 1998) Appendix E — Agreement in Committee (July 1, 1998 – June 30, 2001) References iii The First Round of Provincial Bargaining: The BC Experience Teacher Collective Bargaining The First Round of Provincial Bargaining This resource/discussion paper has two distinct purposes. The first is to review the historical record with respect to the first round of provincial teacher collective bargaining under the structures established by the Public Sector Employers Act and the Public Education Labour Relations Act. The second is to promote thinking and dialogue as the British Columbia Public School Employers’ Association (BCPSEA) prepares for the 2001 round of provincial bargaining. The paper sets out propositions and provides a perspective on why events occurred as they did. An understanding of events and the implications for the next round of bargaining provide a firm foundation to strategically plan for the 2001 round. On July 30, 1998, the provincial legislature passed Bill 39, the Public Education Collective Agreement Act (Appendix A), which ended the first round of provincial collective bargaining between the British Columbia Teachers’ Federation (BCTF), the certified bargaining agent for the province’s public school teachers, and BCPSEA, the accredited bargaining agent for the province’s 60 public school boards. The legislation imposed an Agreement in Committee (AiC) negotiated between the BCTF and representatives of the provincial government. BCPSEA was not involved in the AiC negotiations. When the agreement was subsequently submitted to school boards for ratification in early June 1998, it was rejected. Was the inability of the BCTF and BCPSEA to negotiate a provincial collective agreement a failure of the process, a result of irreconcilable interests, a clash of ideologies, an unworkable bargaining structure or a combination of all four? —1— Teacher Collective Bargaining — The BC Experience The Right to Bargain Collectively: An Overview Prior to 1987, teachers bargained locally under a regime that restricted the bargaining scope to salaries and bonuses. Bargaining could be conducted on an optional regional (zonal) basis. Bargaining duration was limited by a legislated cut-off date(s) and impasses were resolved by mandatory interest arbitration. Employee working conditions and local policies concerning the delivery of services were typically covered by school board policy. In some cases, what were termed working and learning conditions agreements were voluntarily negotiated by local school boards and local teachers’ associations. In 1987, two pieces of legislation were passed that structurally changed the relationship between teachers, principals, and their employers. Bill 19, the Industrial Relations Reform Act was passed, replacing the Labour Code. Bill 19 included teachers under the definition of “employees” in the Industrial Relations Act. Bill 20, the Teaching Profession Act was passed, providing for voluntary membership in the BCTF, but excluding principals and vice-principals. Bill 20 also proposed a structural distinction between a professional association of teachers and a labour union.1 Teachers had the option of choosing an association model with limited bargaining scope and arbitration for resolving disputes, or a union model with full scope collective bargaining with the right to strike. The BCTF organized and coordinated a union organizing drive throughout the province with the result that every teacher local opted for the union model. The Teaching Profession Act also created the BC College of Teachers (BCCoT), which was now responsible for the professional activities of teachers. Prior to this, the BC Ministry of Education issued teaching certificates. Under the new Act, a council was established that was responsible for teacher certifications. The council was composed of 20 members 15 elected teachers, 4 appointed government officials and one member appointed by the deans of education in BC. Originally, this structure was intended to empower the BC College of Teachers rather than the BCTF, with respect to professional activities. However, BCTF- Thomason, Terry. “Labour Relations in Primary and Secondary Education” in Public Sector Collective Bargaining in Canada. Eds. Swimmer, G. and Thompson, M. IRC Press, 1995. 285. 1 —2— Teacher Collective Bargaining — The BC Experience supported candidates won all 15 of the elected positions, allowing the BCTF to gain control of the college. Between 1987 and 1994, locally certified teachers’ associations and the province’s 75 local school boards negotiated collective agreements. Without exception, the collective agreements were extensive, complex instruments covering all manner of working conditions and compensation. The BCTF, through active coordination and organizational discipline, was able to foster a degree of uniformity in the bargaining approach, resulting in similar bargaining outcomes across the province. School boards, in contrast, were not able to exercise the same level of discipline or coordination. On March 6, 1992, the provincial government established the Commission of Inquiry into the Public Service and Public Sector with mediator/arbitrator Judi Korbin as commissioner. The mandate of the commission was to: “examine the human resource practices of the public sector; and propose a new framework of human resource management that allows government to meet the public’s demand for services within fiscal limitations.” Human resources, with specific emphasis on labour relations in the public education sector, were among the areas of inquiry and recommendation by the Commission. The Commission made the following observations about teacher collective bargaining based on employer submissions: The commission also received numerous submissions concerning the need to establish a method of balancing the power of the parties for collective bargaining purposes. Put another way, there is a perception of a power imbalance. It is believed by many that there are powerful local teachers’ associations acting in concert with a more powerful central teachers’ federation, whipsawing individual school boards into accepting teachers’ bargaining demands because, on a district-by-district basis, they are not able to resist those demands. Consequently, it is perceived that school boards are forced to agree to teachers’ settlements beyond the funding ability of a particular district. Excerpt from Volume 2 - Final Report - Commission of Inquiry into the Public Service and Public Sector, page F-20 The BCTF, speaking for local teachers’ associations, observed: —3— Teacher Collective Bargaining — The BC Experience Centralization is often seen as having negative consequences for the bargaining and representation process. These consequences include a reduction in the local flexibility and autonomy of both management and workers and a restriction of the scope of worker participation. As a result, the workers may become alienated and frustrated, and hence less productive and more prone to both official and unofficial strike action. Given the importance of negotiations with the district’s teachers on matters that are critical to good school programs and practices, the heart of the trustees’ mandate would be taken away by centralization. It’s not just bargaining. Proposals for centralization of this critical function really raise the question as to whether any meaningful role remains for trustees, or even for local boards as institutions. Excerpt from Volume 2 - Final Report - Commission of Inquiry into the Public Service and Public Sector, page F-17 The BCTF, in its first recommendation to the Commission on page F-18, recommended a continuation of local bargaining. Collective Bargaining for teachers – a right long withheld from them – must be upheld and continued on the basis of direct negotiations with their employers, the school board in each district. Excerpt from Volume 2 - Final Report - Commission of Inquiry into the Public Service and Public Sector, page F-18 Stakeholders in the employer community, however, recommended a form of centralized bargaining, although no particular model was proposed. On July 9, 1993, the Final Report of the Commission of Inquiry into the Public Service and Public Sector (Korbin Commission) was released, establishing the basis for legislative initiatives to change the structure of the public sector. Soon after, on July 27, Bill 78, the Public Sector Employers Act (PSEA) was passed, establishing the Public Sector Employers’ Council (PSEC) and employers’ associations in six sectors of the public sector: health social services K-12 public education colleges and institutes universities crown corporations, agencies, and commissions. —4— Teacher Collective Bargaining — The BC Experience Bill 78, the Public Sector Employers Act, established the following mandate for the associations. Public Sector Employers' Associations 1) An employers' association must be established for each sector other than the public service sector. 2) The purposes of an employers' association are to coordinate the following with respect to a sector: (a) compensation for employees who are not subject to collective agreements; (b) benefit administration; (c) human resource practices; (d) collective bargaining objectives. 3) In addition, it is a purpose of an employers' association (a) to foster consultation between the association and representatives of employees in that sector, and (b) to assist the council in carrying out any objectives and strategic directions established by the council for the employers' association. Excerpt from Public Sector Employers Act, page 5 As a result, BC’s K-12 sector changed significantly. In May 1994, BCPSEA was formed. On June 7, Bill 52, the Public Education Labour Relations Act (PELRA) was passed, which established BCPSEA as the accredited bargaining agent for all school boards and the BCTF as the certified bargaining agent for all public school teachers in the province. Employer bargaining agent 4 The employers' association (a) is deemed to be the accredited bargaining agent for every school board in British Columbia, and (b) has exclusive authority to bargain collectively for the school boards and to bind the school boards by collective agreement. —5— Teacher Collective Bargaining — The BC Experience Employee bargaining agent 6 (1) The British Columbia Teachers' Federation (a) is deemed to be the certified bargaining agent for the employees in the bargaining unit, Excerpt from Public Education Labour Relations Act, page 3 Section 3 of the Public Education Labour Relations Act established, in general, the scope of bargaining: (3) All cost provisions, within the meaning set out in subsection (4), are deemed to be Provincial matters. (4) In subsection (3), “cost provisions” includes all provisions relating to (a) salaries and benefits, (b) workload, including, without limitation, class size restrictions, and (c) time worked and paid leave that affect the cost of the collective agreement. Excerpt from Public Education Labour Relations Act, page 4 From May through August of 1994, the BCPSEA Constitution and Bylaws were developed in accordance with the provisions of PELRA. Provincial Teacher Bargaining: The First Round With few exceptions, local school boards and local teachers’ associations negotiated three full-scope collective agreements between 1987 and 1994. By coincidence most of the collective agreements were set to expire on June 30, 1994, when the legislative structures were created to facilitate provincial bargaining. The Public Education Labour Relations Act required that the parties negotiate which matters would be dealt with at each local bargaining table and which matters would be negotiated provincially. In April 1995, the BCTF and BCPSEA completed the ‘split of issues’ all substantive issues, including monetary provisions, were placed at the provincial table. The local matters were those having limited importance with respect to working conditions and had no monetary impact. —6— Teacher Collective Bargaining — The BC Experience The employer and the union bargaining agents approached both the process and content of the negotiations differently. BCPSEA employed an ‘interest-based’ approach, which was loosely based on the principles articulated in the best selling book on the subject, Getting to Yes (Fisher and Ury, 1983). Interest-based or ‘mutual gains’ bargaining is supposed to improve the relationship between the parties because the resulting framework is based largely on how each cultivates their mutual relationship. The approach should also yield more judicious agreements because the parties are encouraged to openly discuss their needs and fundamental interests, as well as basing their agreement on objective criteria (Fisher, Ury, and Patton, 1991). Many school districts felt that since this was the first provincial agreement, the parties would sit down and explore their respective interests and craft a collective agreement that was in the interests of teachers, school boards, and most importantly, school children. BCPSEA invited the BCTF to participate in joint interest-based bargaining training, but the federation declined. BCPSEA based its approach on the belief that, technically, no collective agreement existed and the parties were essentially creating a first collective agreement. This became known as the ‘blank slate’ theory. There was also the feeling that employers had been the victim of an ‘uneven playing field’ and, as employers testified in the Korbin Commission proceedings, there was a need to balance the power between employers and the union. This led to the conclusion that the gains made by teachers in this unbalanced system needed to be redressed, and this ‘first agreement’ was viewed as the opportunity to do so. The BCTF had a different view. It believed that the system of local unionlocal school board bargaining was the appropriate system. Further, they rejected outright the concept of a ‘blank slate.’ It was the BCTF’s view that there were 75 collective agreements, and those collective agreements were the product of much hard work and sacrifice. The BCTF took the position that the 75 collective agreements were the basis from which to negotiate. The BCTF would later describe the BCPSEA approach as nothing more than ‘contract stripping’ an attempt to take away the rights of teachers. The parties began negotiations in May 1995. The BCTF, as was the practice at local bargaining tables, submitted an extensive set of proposals in —7— Teacher Collective Bargaining — The BC Experience collective agreement form. BCPSEA, however, consistent with their interest-based approach, had no such proposals. Rather, when issues were discussed, it distributed ‘interest statements’ in an attempt to engage the BCTF bargaining team in a discussion. It can be observed that in practice, the approach adopted by the employers had many of the trappings of true interest-based bargaining, but none of the theoretical or strategic rigour. The approach gave no weight to the absence of a pre-existing bargaining relationship between the BCTF and BCPSEA, or proper treatment of the integrative (problem solving) and distributive principles underlying the interest-based bargaining model. A leading scholar in negotiation theory and practice, J.E. CutcherGershenfeld, made instructive comments in his 1994 article, Bargaining Over How to Bargain in Labor-Management Negotiations, which can be applied to this interest-based experience: A close look at the interest based experiments in labour relations reveals that adversarial institutional patterns have often been rejected in favor of more collaborative, problem solving techniques without a full appreciation of the underlying reasons for the establishment of the original institutional patterns. Between May 1995 and April 1996, little progress was made and the provincial government, with an election expected, called the parties to Victoria in an attempt to facilitate a transitional agreement. In May 1996, a Transitional Collective Agreement (TCA) was reached and ratified by both parties. School board ratification was on a weighted vote basis. 54% of the total school board votes cast were in favour of the TCA. It provided for a rollover of existing language, a small compensation increase, and some new provisions that dealt predominantly with standard collective agreement issues, such as the grievance procedure. The agreement also established the basis for continued negotiations. The transitional agreement expired on June 30, 1998, and required the parties to resume negotiations in March 1997. Following this experience, some circles in the K-12 employer community rejected interest-based bargaining as unsound and not adaptable to ‘real world’ collective bargaining, rather than examining the theory and its application in this case. —8— Teacher Collective Bargaining — The BC Experience A Legislated Collective Agreement In September 1997, the parties resumed negotiations. BCTF and BCPSEA agreed to submit written proposals. The BCTF recast their original proposals, and BCPSEA, in a departure from their interest-based bargaining approach, submitted a comprehensive set of proposals in the form of a collective agreement, much like the BCTF had done. The parties were still operating within the bargaining context and environment that had existed before the transitional agreement. These events led up to the legislated agreement: March 1997 The parties discussed the resumption of negotiations. BCTF requested additional time to prepare proposals, and BCPSEA used this time to consult with school boards on future directions with respect to bargaining objectives. September 1997 The parties resumed negotiations for a provincial collective agreement. Both parties tabled written proposals. BCPSEA proposals assumed no increase in government funding, as was the indication from government at the time — the “fully fund the bargain” stance. November 5, 1997 The Minister of Education called the BCTF and BCPSEA together and directed them to make more progress at the bargaining table. The Minister requested the parties pare down their respective agendas and enter into an accelerated negotiation process. He suggested that government representatives could assist the parties if they so chose. November 6, 1997 The bargaining teams met and discussed their respective approaches to bargaining, given the Minister’s direction. February 4, 1998 BCTF and BCPSEA tabled their respective proposals. February 11, 1998 The parties entered into an accelerated process, but the BCTF showed no willingness to discuss —9— Teacher Collective Bargaining — The BC Experience issues of interest to school boards, and BCPSEA stated that it would not agree to proposals if funding was not assured. BCPSEA indicated that they would be asking government to act in a facilitating role consistent with the Minister’s earlier invitation. April 3, 1998 Government representatives began their facilitation effort and reported to BCPSEA that they and the BCTF were continuing to discuss early retirement, the kindergarten to Grade 3 initiative, non-enrolling staffing levels, and a three-year term with an increase of 0 in the first two years and 2% in the third year. If these discussions progressed, government representatives would assist the BCTF and BCPSEA in negotiating a complete collective agreement. Early April 1998 Government representatives refused to disclose to BCPSEA the nature of their continuing discussions with the BCTF. April 17, 1998 The Premier and the BCTF publicly announced the Agreement in Committee (AiC) with additional funding to support the agreement reached. BCPSEA is informed at the same time the public announcement is made. BCPSEA is asked to submit the AiC to member school boards for ratification. April 17-June 8, 1998 A series of regional meetings were held by BCPSEA to explain the implications of the agreement reached without their input. June 8-16, 1998 School boards conducted their ratification votes by the June 18, 1998 deadline. BCPSEA announced the results 87.6% of total school board votes rejected the agreement. Provincial ratification votes are conducted on a weighted basis by student population. — 10 — Teacher Collective Bargaining — The BC Experience June 25, 1998 Bill 39, the Public Education Collective Agreement Act, was introduced in the legislature. July 30, 1998 Public Education Collective Agreement Act became law and imposed, through legislation, the AiC. The BCTF was the first large public sector union to settle under the Public Sector Employers’ Council 0%-0%-2% compensation mandate, establishing a precedent for the public sector settlements that followed. It became evident as events unfolded that achieving a precedent setting settlement was the overriding government priority. A Perspective Perspective: a specific point of view in understanding or judging things or events; or that shows them in their true relations to one another Webster’s New World Dictionary, 1986, page 1062 The approach that employers take to formal relationships in the workplace is crucial, because the workplace is influenced by their values and beliefs about the legitimacy of managerial authority and the distribution of power in the organization. Appendix C provides a summary of two of the key theories. These theories are subjective and represent one way of describing industrial relations — the social relations among people at work. Industrial relations is at some level about power relations and how parties deal with conflict. These theories are adequate for our purposes as they provide a basis for discussion. 2 Generally, employers in the K-12 sector have operated, and in some cases still operate, from a unitarist frame of reference. This frame of reference holds that school districts and schools are held together by a common ideology that unites all parties. In part, it is a belief that education is a professional endeavour focused on the needs of students. It is the focus on students and the organization of the workplace that leads to a difference Human Resources is given to mean decisions and activities involving individuals or groups of individuals that are intended to influence the effectiveness of employees and the organization. Labour relations is the aspect of human resources concerned with the continuous relationship between a group of employees (represented by a union) and an employer. Industrial relations is the general term that is given to mean the social relations among people at work. 2 — 11 — Teacher Collective Bargaining — The BC Experience of opinion on how best to meet the common goal of achieving ‘what is best for students.’ The workplace has traditionally been organized with a rigid hierarchy. The superintendent is the senior educator and chief executive officer of the board. There are assistant superintendents and directors of instruction who report to the superintendent for a variety of educational and operational areas in the system. School principals, sometimes assisted by vice-principals, are the representatives of management closest to individual teachers. At one time, principals and vice-principals were members of the BCTF, but with the advent of collective bargaining in 1987 these positions were excluded from the bargaining unit. This model of workplace organization is based on the basic assumption that: education is a professional endeavour focused on the needs of students and further, this focus is considered a unifying force for members of an organization. It is held, therefore, that because of this unifying force, management and employees have cooperative attitudes and values. While there may be differences of opinion, conflicts can be resolved. In 1987, the Teaching Profession Act provided the province’s teachers with essentially two options. For the first time, teachers could organize themselves on a district-by-district basis and bargain collectively with their employer pursuant to the labour legislation of the day — the Industrial Relations Act. Or they could opt to become an association with no recognized collective bargaining rights. It was felt by the government that teachers would opt for the second option and remain ‘professionals’ rather than become ‘trade unionists.’ Instead, within a short time, teachers in each school district chose the collective bargaining model, and local teachers’ associations were certified as the bargaining agents for teachers in their respective school districts. The BCTF organized the certification effort and then the negotiation of the first collective agreements. In the April 2000 edition of the BCTF Teacher, Ken Novakowski, Executive Director of the BCTF, provided an instructive — 12 — Teacher Collective Bargaining — The BC Experience assessment of the 1987 period in his article, “Gaining Full Bargaining Rights” (see Appendix B). The first rounds of bargaining between the local school boards and the local teachers’ associations/unions included typical collective bargaining issues, such as the term of the agreement and the grievance procedure. The issues that were subject to negotiation also included working conditions, such as evaluations, posting, transfer, lay off and recall, and the terms of tenure. In later rounds, matters such as class size and composition, and professional autonomy provisions were negotiated. Until this time, these issues had been the sole responsibility of the employer. Even in districts where the parties had voluntarily negotiated working and learning conditions agreements, the employer had the unilateral right to set the terms and conditions of employment. Despite the structural changes that have occurred since, many of the attitudes that were consistent with the pre-1987 workplace remain today and help explain the union-management relationship in some workplaces. This is not to suggest that one model of workplace organization is preferable or more appropriate than another but rather to make an observation as to the divergent views and perspectives of decision makers in the K-12 sector. There are 60 employers in the public education sector. Prior to school district amalgamation in 1996 there were 75. How each employer manages human resources is determined locally based on a complex web of priorities within a unique organizational culture. Identifying an employer’s frame of reference is important when providing advice or developing bargaining strategies, since it sets the criteria the employer uses for making judgements and the filters for the evidence and information that is received. The structural change, from having the terms and conditions of employment determined either unilaterally by the employer or in consultation with employees or employee representatives, to having fullscope collective bargaining with a certified bargaining agent and the right to strike, was a substantial change for individual teachers, teacher representatives, school boards, and school district management. The acceptance by a majority of teachers of collective bargaining signaled the acceptance by teachers of a pluralist theory of workplace organization, — 13 — Teacher Collective Bargaining — The BC Experience with its underlying assumptions of the teachers’ inferior economic and power position in relation to the employer. It also signaled their acceptance that collective bargaining was the appropriate mechanism for achieving consensus concerning working conditions and compensation — viewed as the basis for long term stability in employee/employer relations. While there may be groups within the BCTF or local associations that subscribe to more radical perspectives, they pursue their agendas while recognizing that collective bargaining with its pluralist foundation is preferable to the alternatives. It was into this historical context that the BCTF, now the certified bargaining agent for all public school teachers in the province, and BCPSEA, now the accredited bargaining agent for all school boards, entered into the first round of provincial bargaining. Arguably the goal of both parties was, after a period of negotiations, to emerge with a provincial master agreement. This master agreement would be attached to each local matters agreement to form the collective agreement. Both the BCTF and BCPSEA carefully prepared for the first round. School districts were asked by their bargaining agent to consider what was needed to fulfill their mandate as they defined it. The school districts reviewed their experiences before and after collective bargaining rights were granted to teachers. As school districts indicated to the Korbin commission, local bargaining created a power imbalance because of a flawed local bargaining system. This assessment shaped the bargaining agenda and mandate, which were firmly grounded in the need for flexibility in collective agreements. The need for flexibility meant, on the part of some, a return to the precollective bargaining period. This arguably is consistent with the unitarist frame of reference arising out of the pre-collective bargaining period. In contrast, the BCTF came to the bargaining table with the belief that local collective bargaining was a preferable system and a long withheld right, grounded in a pluralist frame of reference. The BCTF likely saw the first round of provincial bargaining as putting at risk many of the improvements to working conditions that it had been able to achieve since being granted the right to bargain collectively in 1987. When the BCTF bargaining committee saw the employers’ proposals, given their reaction, it appears their fears were confirmed. — 14 — Teacher Collective Bargaining — The BC Experience During the latter stages of negotiations, a vice-president of the federation stated the BCTF’s position that improved working conditions would create improved learning conditions. This position was at the core of many of their bargaining strategies and proposals. It can be observed that employers did not share this belief in the connection between collective bargaining outcomes and student learning conditions. In fact, the employer saw student learning conditions as an employer responsibility and collective bargaining as an activity that affected its ability to provide the appropriate learning conditions. Conclusion The reasons why a legislated agreement instead of a negotiated agreement emerged from this process are varied and complex. They can be traced to the values and assumptions of the participants in the process, including the BCTF and its constituents, BCPSEA and its constituents, and the government. Employment relations are the product of a mixture of common interests and competing interests. Provincial and federal legislation governing collective bargaining within their respective jurisdictions gives evidence as to the dominant ideology of policy makers — pluralism — which has a profound effect on these employment relations. An interesting feature of the BC pluralist model is the degree to which, from time to time, government chooses to become involved and play a pivotal role. Theoretically, government should be an impartial arbiter, while in practice a government can act to the advantage of one party, creating an imbalance in the employer-union bargaining relationship. In this case, while the government ‘assisted’ the parties in achieving a collective agreement, when it became apparent that no agreement was possible without job action, it intervened and ultimately imposed an agreement. Collective bargaining, to be meaningful, must be balanced. The union and employer must be permitted to bargain with the absence of public policy initiatives or government involvement that eliminates the incentive for both sides to settle. It holds that if you can achieve what you need to achieve outside the bargaining process there is no reason to negotiate. It can be observed that government must balance two objectives: — 15 — Teacher Collective Bargaining — The BC Experience allow the union and the employer the freedom to pursue their own objectives through collective bargaining while, limiting the costs borne by the larger society in terms of industrial conflict, costs associated with resolving the conflict, and the consequences resulting from out of line settlements. How the parties chose to approach bargaining set the stage for the outcome. Employers believed that changes to the collective agreement were required. The BCTF believed that at the very least the status quo had to be maintained and ideally any change had to be an improvement. Given the events at the time, the government became concerned about the potential for impasse, and wanted to have a precedent-setting compensation settlement. As the record now shows the government was unwilling to accept industrial conflict and strategically believed the establishment of a precedent-setting agreement required their direct intervention. All participants in the bargaining process will have to assess the methods that were used in the last round of negotiations and the results that were achieved. If there is to be a true province-wide agreement, the process and underlying values and assumptions will have to be critically examined. The challenge will be to create a collective bargaining system that balances the rights and responsibilities of the parties — BCTF, BCPSEA and their respective constituents and government. This presents a substantial challenge for the parties and the government, given the historical origins of the right to bargain collectively in this sector, the scope of bargaining and the experience of the first round of provincial bargaining. Epilogue Teacher collective bargaining and the passage of the Public Education Collective Agreement Act raised questions about how well the Public Sector Employers’ Council structure was working. BCPSEA requested a review of the structure, which began in the fall of 1998. The purpose of the review was “to consider whether the structure as a whole was meeting its objectives, including subsidiary questions about the performance and operations of components of the structure.” The review led to the codification of the roles and responsibilities of the council, the council’s secretariat, and the six employers’ associations. — 16 — Teacher Collective Bargaining — The BC Experience With respect to BCPSEA and teacher bargaining, a review of the processes and decisions made in the first round of bargaining has led to a structurally different bargaining preparation exercise involving a detailed Teacher Collective Bargaining Project (TCBP). The TCBP emphasized analysis of the bargaining history, constituent education and engagement, and frequent contact and input from key decision makers. The central challenges remain, however. 1. The BCTF remains committed to local bargaining. School boards, while initially advocating for provincial bargaining to the Korbin Commission, struggle with the resulting loss of autonomy in a centralized structure. 2. School boards must reconcile the positive aspect of increased bargaining power with the potential negative consequences to representation of constituent interests — a consequence of centralized structures. It is a labour relations truism that “there is strength in unity.” With unity, however, individual groups must surrender a degree of free choice. 3. Public sector collective bargaining occurs in a political environment. Government has an interest in the outcome and is challenged to remain on the sidelines during difficult bargaining periods. 4. The role of BCPSEA with respect to collective bargaining is to “develop sectoral strategies and plans consistent with their members’ interests, Public Sector Employers’ Council objectives and government strategies.” BCPSEA must balance what can be a mixture of common interests and competing interests in meeting its responsibilities as articulated in the PSEC Model Review Roles and Responsibilities (December 7, 2000). 5. The decision to move to full scope collective bargaining in 1987 and provincial bargaining in 1994 requires further assessment, given the experience with local bargaining and the resulting bargaining outcomes, and provincial bargaining and the resulting bargaining outcomes. — 17 — Teacher Collective Bargaining — The BC Experience — 18 — The First Round of Provincial Bargaining: The BC Experience Appendix A — Bill 21, 1996: Education and Health Collective Bargaining Assistance Act (April 28, 1996) Bill 39, 1998: Public Education Collective Agreement Act (July 30, 1998) The First Round of Provincial Bargaining: The BC Experience Appendix B — “Gaining Full Bargaining Rights” BCTF Teacher, April 2000 The First Round of Provincial Bargaining: The BC Experience Appendix C — Frames of Reference and Organizational Philosophy Teacher Collective Bargaining — The BC Experience Appendix C — Frames of Reference and Organizational Philosophy Frame of reference: The context, viewpoint, or set of presuppositions or of evaluative criteria within which a person’s perception and thinking seem always to occur, and which constrains selectively the course and outcome of these activities. Ian M. Hunter, Professor Emeritus of Psychology, University of Keele Whether we are aware of it or not, we live our lives according to a philosophy a set of values that guide our everyday thoughts and behaviors. These values tend to remain constant. They govern how we think and who we are. Our behavior can be traced to these fundamental values. Our values are based on what we believe to be true about the world. These perceptions shape our attitudes, which in turn shape our behaviors. Over time, these attitudes and behaviors, reinforced through repeated use, shape our habits. Eventually, our habits shape our lives. Organizations also have philosophies sets of fundamental values that define how they operate and do business. These philosophies are central to shaping an organization’s and an individual’s frame of reference. These fundamental values are evident in each individual’s words and actions, as well as the systems developed by the organization. Many people, however, dismiss these concepts as theoretical and without meaning. In fact, they provide insight into everything we think and do. An organization’s philosophy is the foundation of its operations, and should serve as the basis for understanding its actions. The beliefs, perceptions, attitudes and values of all the people in an organization form a culture that makes it unique. It is important to recognize, however, that the attitude of any particular member of an organization may deviate from the institutional pattern. In these cases, where these individuals do not have sufficient power or political support from within the organization, they will not affect the institutional attitude. As a result, while individuals may act differently, in general, the organization can be characterized by its central tendency. Teacher Collective Bargaining — The BC Experience The organizational culture (“the way we do things around here”) is central to understanding the values and beliefs about the legitimacy of managerial authority and the distribution of power in an organization. Each individual is socialized by experiences, which result in values and attitudes that come to be regarded as “the way we do things around here.” These values are reinforced by the groups that the individual moves within, such as people in like positions and other employees. The frame of reference that individuals adopt affects their response to the problems they face it determines the criteria for making judgements and filters information they receive. The frame of reference is grounded in their beliefs about how the workplace should be organized. Two of the main theories of workplace organization are summarized below and can be used as a framework for thinking generally about why employers approach collective bargaining differently, and particularly why consensus on labour relations and collective bargaining objectives is challenging to achieve among the province’s 60 employers in the K-12 sector. Unitarism Unitarism may be described as a model of managerial thinking, attitudes, values, and practices. According to this theory, management and employees share the same interests and should work together towards mutual objectives. Unitarism is based on the key assumption that the work organization is held together by a common ideology that unites all parties. Unitarists assume that management and workers have cooperative attitudes and values, and often describe the two parties as a team working together to achieve the organization’s mission (its reason for being) and vision (its preferred future). While the two parties’ interests may diverge from time to time, the resulting conflict will not be sustained due to the unifying force of the their mutual objective the survival of the enterprise from which both earn their living. Teacher Collective Bargaining — The BC Experience Unitarism originated with the work of Frederick Taylor (1856-1915), who believed that the only way a business can survive is to reduce costs and increase efficiency. According to Taylor’s scientific management theory, workers become more productive when their jobs are broken down into simple tasks and they are given the necessary training. They are prepared to trade off the resulting changes in working conditions for the benefit of increased financial rewards. Taylor theorized that the relationship between management and workers is one of mutual interest rather than inherent conflict. The success of the enterprise benefits both employer and employee. Scientific management provided a sound theoretical approach, but assumed that workers behave as individuals and do not work together as groups of individuals. However, when workers perceive common workplace problems and act collectively, they can make demands inconsistent with the objectives of scientific management. The unitarist theory was further influenced by the work of Elton Mayo (1880-1949), whose studies at Western Electric’s Hawthorne Works in 1927 and 1932 led to the conclusion that workers’ productivity can be related as much to their motivations as to the scientific organization of work. According to human relations theory, work that is properly managed is an integrated and harmonious activity. Workers behave more rationally if they understand management’s need for efficiency and effectiveness, and what management is trying to accomplish through a specific set of actions or initiatives. The notion of industrial peace emphasizes: consensus and workplace harmony the socialization of individuals into a particular culture, such as a team culture respect for the employee final decision-making authority resting with management conformity with an agenda determined by management. Good Industrial Relations and Unitarism From a unitarist perspective, good industrial relations lack conflict because no inherent conflict of interest exists between management and workers. When conflict occurs, it is short-lived and arises from a lack of information or the inadequate presentation of management’s ideas or policies. Teacher Collective Bargaining — The BC Experience Unitarist Frame of Reference The unitarist frame of reference is common among individuals in management positions. According to this perspective, all people in an organization are working toward one goal, where there is one sense of authority, and where resulting conflict is not sustained because of their view of the unifying force of the mutual objective the success of the enterprise from which both earn their living. Pluralism Pluralism is a model that assumes that management and employees are more likely to work in conflict than in harmony. The concept of collective bargaining is central to pluralism. Pluralism and collective bargaining are based on the belief that the employee’s inferior economic position in relation to the employer makes a mechanism such as the individual employment contract an unsatisfactory way to determine the price for an individual’s work. In a unitarist workplace, management has the unilateral right to set the terms and conditions of employment. Pluralism assumes that the achievement of consensus and resulting long-term stability in management/worker relations is the best way to resolve the competing interests of the parties. From a pluralist perspective it is argued that mechanisms and structures such as collective bargaining are needed to vent and relieve conflict rather than repress it, which would harm the enterprise. The state plays an important role in pluralist industrial relations. If there is a balance of power between management and employees, and if collective bargaining is the mechanism for determining the rights and obligations of both the employer and the union, the state is responsible for ensuring that the rules governing such processes are exercised fairly. The question invariably arises as to whether the process of collective bargaining and the resulting collective agreement represents a balance from the perspective of both the employer and the union or is seen as out of balance, favouring the interests of one over the interests of the other. Pluralist theory assumes: collective bargaining leads to orderly, structured operation of management/union relations Teacher Collective Bargaining — The BC Experience the balancing of interests of those involved in creating the organization’s wealth and/or success collective bargaining improves worker consultation and communication issues can be raised in a forum where the employer must address them the union is the best mechanism to represent the interests of employees the state plays the role of impartial arbiter between the parties. Good Industrial Relations and Pluralism From a pluralist perspective, good industrial relations include both structural and outcome components. The need for a means of identifying and articulating the parties’ conflicting interests represents the structural component, while the means of negotiating an accommodation of those interests represents the outcome component. This negotiated accommodation must be reached with the understanding that each party will limit its claims to a level the other finds sufficiently tolerable. Pluralist Frame of Reference Those with a pluralist frame of reference see the organization as pluralities of interest groups with differing and sometimes competing interests, which may come together in alliances, although these alliances shift and change as circumstances dictate. Whatever the long-term interdependence of the interest groups, in their day-to-day struggle for resources and in their operational activities, they assert sectional interests. The employer’s role from this frame of reference is to balance the various interests to achieve the objectives of shareholders (and or stakeholders), customers/clients, government, and employees. Teacher Collective Bargaining — The BC Experience Appendix D — Transitional Collective Agreement (June 17, 1996 – June 30, 1998) Teacher Collective Bargaining — The BC Experience Appendix E — Agreement in Committee (July 1, 1998 – June 30, 2001) Teacher Collective Bargaining — The BC Experience References Cutcher-Gershenfeld, J.E., “Bargaining Over How to Bargain in LabourManagement Negotiations,” in Negotiation Journal. Volume 10 Number 4, October 1994, Plenum Publishing New York. Final Report of the Commission of Inquiry into the Public Service and Public Sector, July 9, 1993. Fox, A. Industrial Sociology and Industrial Relations, Research Paper No. 3, HMSO, London, 1966. Sheldrake, J. Management Theory: From Taylorism to Japanization, Boston, MA: International Thomson Business Press, 1996. Thomason, Terry. “Labour Relations in Primary and Secondary Education” in Public Sector Collective Bargaining in Canada. Eds. Swimmer, G. and Thompson, M. IRC Press, 1995. Education and Health Collective Bargaining Assistance Act (1996) Industrial Relations Reform Act (1987) Public Education Collective Agreement Act (1998) Public Education Labour Relations Act (1994) Public Sector Employers Act (1993) Teaching Profession Act (1987) G:\Research\Research Papers\00-HF- Teacher Collective Bargaining The First Round of Provincial Bargaining The BC Experience.doc