HOW TO INVESTIGATE
A GRIEVANCE:

THE CHECK LIST OF
THE FIVE W'S


WHO:
Who are the parties (grievant, supervisor, and witnesses) involved?
Who else may have a similar problem?
Or is the grievance applicable to more than just one worker.


WHAT:
What is the nature of the dispute?
What did the supervisor say?
What did the worker say?
What do you want?
What do the witnesses say?
What is the remedy?
What contract articles were violated?
What are the time limits for each step in the grievance process?


WHEN:
When must the grievance be filed?
When did the incident happen?


WHERE:
Where did the dispute take place?

WHY:
Why is the incident considered a grievance?
Why did the incident take place?


After all the questions are asked and answered, go back and double check everything.
California Professional Employees
SHOP STEWARD NEWS

Bargaining Uniits: 

 

BOSS
CCSF
EOC
IUSD  

CalPro Union Link

Caunion's Home Page
California Professional Employees
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Grievance Resources
Our International Union - IUPAT
CALIFORNIA PROFESSIONAL EMPLOYEES
IUPAT - AFL-CIO
Local Union # 2345
219 W. Manchester Blvd.,  Suite 5
Inglewood, CA. 90301
.310.671.4598
 310.671.4599 (Fax)
[email protected]
(E-Mail)
THE GRIEVANCE PROCESS:
IT'S NOT WHAT YOU THINK


One of the most valuable tools our contract provides is the grievance procedure. Often members think filing a grievance will label them as trouble-makers, but, unquestionably, the grievance procedure is just that -- a process we use to resolve violations of our rights in a professional, orderly manner. Knowing how to use the grievance procedure effectively can save you a lot of anxiety.

WHAT IS A GRIEVANCE ?

The contract defines a grievance as any complaint of an employee, employees, or the Union involving interpretation, or alleged violation of the Contract. You can also file a grievance regarding violations of the law and past practice.


THE BEST DEFENSE IS A GOOD OFFENSE

You have the right to have a union representative present at all levels of the grievance procedure. Employees should take advantage of this right, you shouldn't file a grievance without the benefit of union representation.  The CalPro Union representatives (shop stewards and staff) have the necessary experience and training to help you plan the best strategy for resolving your problem. They know if there have been similar problems elsewhere and they have the technical knowledge of the contract and the laws to help you protect your rights.

If you are interested in being a shop steward, contact the CalPro Union office.
E-Mail the Union
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                                              CalPro Local Union/ Grievance Fact Sheet
                             (Do not turn this form into Management. This information is for the Union’s use only.)
                                         (You can cut and paste this form for your records)
Date: ____/_____/ ____

WHO IS INVOLVED?
Worker:

Name  ________________________________________________________________________________________

Classification __________________________________________________________________________________

Hire date  _____________________________________________________________________________________

Department ____________________________________________________________________________________

Address _______________________________________________________________________________________

Phone  Work (   ) _________________Home (   ) ____________Cell (   )  ________

Management:

Name  _______________________________________________________________________________________ 
Department ___________________________________________________________________________________

Name  _______________________________________________________________________________________
Department ___________________________________________________________________________________

Other Participants
Name  _______________________________________________________________________________________

Department _____________________________________________________________________________________________

Department ___________________________________________________________________________________

WHY IS THIS COMPLAINT A GRIEVANCE?
Violation of Contract: Article __________ Section _________  Page __________
Violation of Law:  Federal _________   State __________  Local __________
Violation of Work Rule _____________________________________________________
Unfair treatment (give specific examples) ______________________________________
Violation of Arbitrator's Decision _____________________________________________
Violation of Past Practice __________________________________________________
Other _________________________________________________________________
Worker's Story __________________________________________________________
Witness (es)' Story (Get signed & dated statement(s) ____________________________

WHEN DID THE GRIEVANCE OCCUR?
Date grievance occurred    ____/_____/ ____
Date worker contracted steward or union ____/_____/ ____
Date grievance filed     ____/_____/ ____

WHERE DID THE GRIEVANCE OCCUR?
__ Department __Building __Parking Lot __Other

WHAT SETTLEMENT WILL MAKE THE GRIEVANT WHOLE?
(Adjustment necessary to place grievant in position he or she would have been if the grievance had not occurred) _____________________________________________________________________________________________
_____________________________________________________________________________________________

FACTUAL INFORMATION THAT MAY BE NEED
__Arbitrator's decision  ___Medical Records
__Disciplinary records  ___Memo of Understanding
__Federal, State, Local law  ___Other
__Grievance file    ___Past Practice file
__Seniority list    ___Work rule

DISPOSITION OF GRIEVANCE  (The steps may vary at different employers)
With whom was the grievance discussed?
Name              Title                       Date                                      Deadline for next step
Step 1  ______________________________________________________________________________________
(Informal Level)

Step 2 _______________________________________________________________________________________
(Written)

Step 3 _______________________________________________________________________________________
(Superintendent, City Manager or Executive Director)

Step 4 _______________________________________________________________________________________
(Arbitration)

WHAT ANSWERS WERE RECEIVED?
Name                                     Title                                                 Date
Step 1  ______________________________________________________________________________________
(Informal Level)

Step 2 ______________________________________________________________________________________
(Written)

Step 3 ______________________________________________________________________________________
(Superintendent, City Manager or Executive Director)

Step 4 ______________________________________________________________________________________
(Arbitration)


SETTLEMENT REACHED
_____Grievance won _____Grievance lost_____Grievance rejected

WAS WORKER INFORMED OF REASON(S) FOR REJECTION?
_____Orally _____________Date (or) ________ In writing _______ Date
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