FUNCTION 4

REVIEW TRAININGAll Craft Conference

William Burrus, President

FUNCTION 0 -   Operations SupportFUNCTION 1-    Mail ProcessingFUNCTION 2-    Delivery ServicesFUNCTION 3-    Maintenance

FUNCTION 4 - Customer ServicesFUNCTION 5-    FinanceFUNCTION 6-    Human ResourcesFUNCTION 7-    Customer Services SupportFUNCTION 8-    AdministrationFUNCTION 9-    Training

**Additional Information See:Role of Steward in the Information Age Training Booklet

DEFINITION

“a systematic approach to determining a reasonable,

achievable work hour budget, based on historical

data andon-site observation by knowledgeable team

members.” Definition cont’d.

“the majority of the reviews will produce efficiencies

in methods improvements and work hour savings,

some reviews will result in additional work hours being

recommended to current budgets.”

STAFFING PROGRAMS

AWPS(Automated Workforce Projection System)

Replaces:

CSEP

C-SAM

OVERVIEW

Postmaster’s Fact Sheet***Either the fact sheet or ROVER (Remote Office Verification

Electronic Retrieval)

8-Week Analysis

On-Sight Review Overview cont’d.

EIGHT WEEK ANALYSISEIGHT WEEK ANALYSIS

This is an analysis of the ACTUAL WORK This is an analysis of the ACTUAL WORK performed in the respective Labor performed in the respective Labor Distribution Codes (LDCs) within that office Distribution Codes (LDCs) within that office for an 8 week periodfor an 8 week period

This process has evolved over the years.This process has evolved over the years. Presently they will “look” at four weeks in Presently they will “look” at four weeks in

March and 4 weeks in October.March and 4 weeks in October. They will look at yearly averages that They will look at yearly averages that

could be adjusted by the on site review could be adjusted by the on site review team.team.

On-Site ReviewOn-Site ReviewThis portion of the review is most recognizable to This portion of the review is most recognizable to employees. It is performed by visiting supervisory employees. It is performed by visiting supervisory personnel from a different office, the Review Team.personnel from a different office, the Review Team.

They are responsible for observing the operations of the They are responsible for observing the operations of the office, and are instructed not to change any operation or office, and are instructed not to change any operation or practice, but they will make recommendations to the practice, but they will make recommendations to the Postmaster during the review, and make recommendations Postmaster during the review, and make recommendations at the exit meeting.at the exit meeting.

The amount of time a Review Team is in a The amount of time a Review Team is in a particular office will vary, depending upon the particular office will vary, depending upon the size of the office, the hours of operation and size of the office, the hours of operation and other factors. (Some Function Fours consist of only a data other factors. (Some Function Fours consist of only a data

review)review)

Exit Meeting

Following the observation period, the Review Team will have an exit meeting with the

Postmaster. There is no prohibition from the Union

attending the meeting and a request should be made in writing to attend the exit

meeting. You should request a copy of any documentation

provided.

Postmaster/Station Manager

Supervisors

MVS/HCR Drivers

Employees

Review Team

ROLES

ACTION PLAN

“The Employer shall have the exclusive right,

subject to the provisions of this Agreement and

consistent with applicable laws and

regulations:Action Plan cont’d.

To direct employees of the Employer in the performance of

official duties;

To hire, promote, transfer, assign, and retain employees in

positions within the Postal Service and to suspend,

demote, discharge, or take other disciplinary action against

such employee; Action Plan cont’d.

To maintain the efficiency of the operations entrusted to it;

To determine the methods, means and personnel by which such operations are to be conducted; . . . .”

DOCUMENT VIOLATIONS

ARTICLE 1.6

ARTICLE 7.2

ARTICLE 12

ARTICLE 8.2.C

ARTICLE 7.3.B

The first thing you should do is request to be notified

of the Function 4 Review, when it is scheduled, etc,and also request to attend all meetings related to it,

including the exit interview.

Request Info. cont’d.

REQUEST INFORMATION

Request for Information cont.

The Postmaster’s Fact Sheet or ROVER

The working forms and notes of the Review Team. This should include the Form 3930 Operations Analysis

Form, 8-Week Analysis, Allied Labor Schedule, etc.

Copy of the Function 4 findings.

Sample Request for Information

Determination and documentation of any Letter or Rural Carriers performing work during the Function 4 Review.

Documentation on any changes in automated equipment.

Analyze Info. cont’d.

ANALYZE INFORMATION

Determine if there are any withheld or reverted duty assignments in your office.

Establish the complement of your office by craft and

identify any loaned employees.

Determine if any work was shifted to management, other

crafts, or casuals.

NLRB

“Management may not refuse to provide

information, or delay providing

information, including notes of Function

4 Team Members.”Gadsden, AL August 2003

LABOR DISTRIBUTION CODES

LDC 41 - Automation Operations

LDC 43 - Distribution Operations

LDC 44 - Box Operations

LDC 45 - Window Operations

LDC 46 - Vending Equipment

LDC 48 - Administrative

SAMPLE STATEMENT FROM THE UNION

FUNCTION 4 IN-DEPTH STUDIES

BYRDSTOWN, TN

CARTHAGE, TN

CROSSVILLE, AL

GRAND MARAIS, MN

MILWAUKEE, WI

POYNETTE, WI

In-dept Studies cont’d.

STEP 4

Q90C-4Q-C 94011535:

“No bargaining unit work will be shifted from craft

employees to postmasters/supervisors

solely as a result of a review using the Workload/Workhour Budget Equalization Guideline

process.”

BILL HENDERSON QUOTE 9/21/94

SMALL OFFICE VARIANCE PLAN

“SOV should not be used to determine either

staffing orbudget in post offices.”

ARBITRATION CASES INVOLVING

REVERSIONS/ABOLISHMENTS BASED ON FUNCTION 4

OR OTHER SURVEYS

Arb. cases cont’d.

NORTHFIELD, MA

CARBONDALE, IL

PLAQUEMINE, LA

PHOENIXVILLE, PA

TULIA, TX

END OF CLASS