LocalMayoral Campaigns $ 5,650.00Councilperson Campaigns $ 3,400.00Other $ 18,205.00Between January 1, 2006, and June 30, 2006, ATU-COPE tookin contributions totaling $365,994.83. As of June 30, 2006, thefunds had a combined available balance of $232,721.68.ATU SCHOLARSHIPThe selection process for the 19th annual ATU Scholarships,named in memory of John W. Rowland, former InternationalPresident, was completed during this period by the ScholarshipSelection Committee. The committee was chaired by JamesKennedy, Jr., senior vice president of <strong>Union</strong> Labor Life InsuranceCompany. Committee members consisted of: John W. Harrison, III,president of Eberts & Harrison; and Cynthia Watson, Esquire,of Watson Labour Lawyers.A total of 85 applications (67 from the U.S. and 18 from Canada)met all of the program’s requirements. These were reduced to 18 finalistsand one finalist for the vocational scholarship.The Committee complimented the applicants for their interestingbiographical statements and essays. This year’s winners were as follows:Hiu-Yan (Tracy) Chan, daughter of ATU Local 1277-Los Angeles,CA, member Manchiu Chan, who is interested in pursuing a careerin biomedical engineering.Matthew Dick, son of Local 113-Toronto, ON, member, Owen Dick,who plans to pursue a career in public affairs and policy management.Jenny Einarson, daughter of Local 1587-Toronto, ON, memberJean Martin, who plans to obtain a degree in chemical engineering.Julia Lane, daughter of Local 587-Seattle, WA, member Doug Lane,who is interested in obtaining a degree in international relations andfilm production.Brian Muir, son of Local 589-Boston, MA, member David BruceMuir, who plans to pursue a career in biomedical engineering.The vocational/technical scholarship was awarded to Alexis Chan,daughter of Local 615-Saskatoon, SK, member Stephen Chan, who ispursuing a career as a pharmacy technician.ATU MS RESEARCH FUNDSThe 21st annual golf tournament for the benefit of multiplesclerosis research was scheduled for September 25, 2006, at NorbeckCountry Club. At the close of the reporting period, we were lookingforward to returning to Norbeck after last year’s tournament wasunexpectedly moved to Worthington Manor due to a landscapingdisease on the course. The announcements for our annual fundraiserwere mailed in June and a full complement of golfers was expected.A representative from the National Multiple Sclerosis Society wasto speak at the tournament and share information regarding the useof our donated funds, as well as provide information on anydeveloping advancements in multiple sclerosis research.Financial Statements for the period of January 1, 2006, throughJune 30, 2006, for both the U.S. and Canadian MS Research Fundswere provided to the General Executive Board members.REQUESTS FOR FINANCIAL ASSISTANCELOCAL 1498-JOPLIN, MOLocal President Richard Davis, by letter of January 27, 2006, requestedfinancial assistance due to pending contract expenses and legal feesassociated with several arbitrations necessitated by Jefferson Partners’failure to honor the terms of the labor contract between the parties.The financial statement for Local 1498 for the period ended December31, 2005, listed a beginning balance of $5,152.14. Receipts for theperiod amounted to $42,615.85 and disbursements were $53,831.89,leaving a balance at the end of the period of $2,281.47.Following careful review and consideration, the General ExecutiveBoard voted to authorize the executive officers to further investigatethe circumstances presented and to afford to Local 1498 suchfinancial assistance as they might determine, in the exercise of theirdiscretion and judgement, to be appropriate.LOCAL 1317-CLIFTON, NJLocal President Lou Dziopa requested financial assistance in theform of a six-month per capita tax waiver due to the legal expensesincurred for 11 arbitration cases dating back to January 2003 andtwo upcoming arbitration cases, as well as contract negotiation costsassociated with the development of a new collective bargainingagreement for a term commencing in September of 2006.The financial statement for Local 1317 for the period endedDecember 31, 2005, listed a beginning balance of $2,007.63. Receiptsfor the period amounted to $81,444.68 and disbursements were$80,632.81, leaving a balance at the end of the period of $2,819.50.Following careful review and consideration of the facts, the GeneralExecutive Board voted to grant Local 1317 a waiver of its per capitatax obligations for six (6) months.TRANSFER OF FUNDS TO PENSION PLANFOR INTERNATIONAL OFFICERS AND EMPLOYEESInternational President George informed the Board that theactuary retained by the pension plan for the ATU officers andemployees had advised that significant contributions will need to bemade to the trust fund in order to satisfy minimum fundingrequirements. The actuary also advised that the U.S. PensionProtection Act of 2006 may have a significant effect on futurefunding requirements. A brief discussion of the new U.S. law and itsanticipated impact upon collective bargaining negotiations over thecoming years ensued. Acting pursuant to Section 43 of the ATUConstitution and General Laws, the General Executive Board thenunanimously adopted a motion to ratify and approve the transfer from<strong>Union</strong> funds the required contributions to the pension plan and trustas determined by the plan’s actuary.APPEALS TO THE GENERAL EXECUTIVE BOARDLuciano Moore, 1277-Los Angeles, CAThere came before the General Executive Board an appeal ofLuciano Moore, a member of Local 1277-Los Angeles, CA, froma February 15, 2006, ruling of International President George thatfound no fault with the Local union membership’s decision to notsubmit his grievance to arbitration before a promotion review boardestablished pursuant to the applicable collective bargaining agreement.Contesting his employer’s failure to promote him to a mechaniclead-man position, Brother Moore challenged the propriety of thecomputerized testing he had undergone. His grievance was deniedat each level of the contractual dispute resolution process, however,and the Local 1277 membership ultimately voted against pursuinghis case any further. President George’s subsequent ruling concludedthat the union had provided Brother Moore with appropriaterepresentation in accordance with all applicable standards.Brother Moore appeared before the General Executive Board, reviewedthe circumstances of his case, and answered several inquiries frommembers of the Board.After a thorough study of the facts in this case, the GeneralExecutive Board enacted to deny the appeal before it and to affirmthe decision of the International President.Thomas Nero, Simon Jean-Baptiste, Dina Nero, and Warren Zaugg,1181-New York, NYThere came before the General Executive Board an appeal ofThomas Nero, Simon Jean-Baptiste, Dina Nero, and Warren Zaugg,52 IN TRANSIT www.atu.org
each a member of Local 1181-New York, NY, contesting the conductand results of the election of Local union officers conducted onJune 5, 2005, and a ruling of International President George datedJune 6, 2006, which ultimately sustained a membership action acceptingthe election outcome.In election challenges timely filed pursuant to Section 14.8 ofthe ATU Constitution and General Laws, the appellants had lodgedseveral varied bases for seeking a new election, including claims ofirregularities in the membership lists which were used to determinevoter eligibility on election day, alleged systematic threats andintimidation designed to discourage voting by members of African-American and Carribean-American descent, perceived collaborationbetween incumbent officers of the Local and employers to make bustransportation to the voting sites available only to select members,claimed improper use of Local union resources, and other impermissibleand/or inappropriate conduct. Those challenges were the subjectof an investigation by a committee appointed by the Local union’sexecutive board, whose recommendation to reject each of thechallenges was adopted at a Local 1181 membership meetingconducted on January 31, 2006.In an extensive ruling dated June 6, 2006, International PresidentGeorge addressed the individual election challenges and in each casefound insufficient evidence in support of such. In considering oneof those challenges, which protested the use of “slate voting” thatpermitted an individual to vote for each member of an entire slateof candidates through a single mark on the election ballot,International President George concluded that the ATUConstitution did not prohibit such, noted that the ballot formathad been approved by all candidates, including those of theslate opposing certain incumbent officers, and observed thatthe balloting instructions specified that a voter was free to votefor individual candidates. Addressing other stated grounds for theappeal before him, International President George also determinedthere was an insufficient basis to conclude that the Local’s investigationof the challenges was biased, inadequate, or had been taintedby an atmosphere of fear and intimidation. In addition, whileacknowledging that the published notice of the membershipmeeting in which the challenges were considered did not specificallyindicate that intended agenda item as the Local union’s counsel hadonce indicated it would, International President George found thatin the totality of the circumstances no purpose would be served byresubmitting the matter to the membership again.The four appellants appeared before the General Executive Boardand each offered elements of an extensive presentation of the issuesunder consideration. Members of the Board thereafter asked numerousquestions, each of which was responded to in full by one or otherof the appellants.Acting on behalf of Local 1181, Michael Lucivero, the Local union’svice president, also appeared before the General Executive Board.Brother Lucivero reviewed each of the election challenges at somelength and thereafter responded to questions posed of him by membersof the Board.Thereafter, the General Executive Board adopted a motion to requirethat the challenges to the election of Local union officers conductedon June 5, 2005, which were previously brought before the Local 1181membership and subsequently addressed by the June 6, 2006, rulingof the International President, be once again put before themembership of Local 1181 subject to the supervision and monitoringof the International <strong>Union</strong>.The meeting adjourned at 4:45 p.m. to reconvene at 9:00 a.m. onThursday, October 12, 2006.THIRD SESSIONThe meeting convened at 9:00 a.m. on Thursday, October 12, 2006.General Executive Board Members present were Tommy Mullins,Joseph Welch, Rodney Richmond, Donald Hansen, Robert Baker,Randy Graham, Javier Perez, Jr., Richard Murphy, Bob Hykaway,Charles Cook, William McLean, Ronald Heintzman, Janis M.Borchardt, Paul Bowen, Larry Hanley, Kenneth Kirk, andGary Rauen. International President Warren George presided. Alsoattending were International Executive Vice President MichaelSiano, International Secretary-Treasurer Oscar Owens, Chief of StaffBenetta Mansfield, General Counsel Leo Wetzel, Canadian CouncilDirector Robin West, Executive Assistant to the InternationalPresident Beth Petrusic, and Administrative Assistant to the InternationalExecutive Vice President Missy Goode.International Representatives Gary Maurer and Marcellus Barneswere also present.International Vice President Larry Kinnear and InternationalRepresentative Ray Rivera were excused.INTERNATIONAL PRESIDENT’S REPORTThe report of the International President for the six-month periodending June 30, 2006, was approved as printed.INTERNATIONAL SECRETARY-TREASURER’S REPORTThe report of the International Secretary-Treasurer for the six-monthperiod ending June 30, 2006, was approved as printed.PRESENTATION ONATU-SPONSORED RETIREMENT SAVINGS PLANSRepresentatives of Morgan-Stanley and the Quorum ConsultingGroup made a presentation to the General Executive Board aboutthe current status of the ATU’s Section 401(k) and Section 407Retirement Savings Plans. In exchanges with the executive officersand members of the Board, methods for further improving levels ofemployee participation were explored.REPORT OF THE INTERNATIONAL EXECUTIVE VICE PRESIDENTORGANIZING CAMPAIGNSDuring this reporting period, we were involved in 44 campaigns.Out of those, we won four (approximately 395 new members) andlost five; 11 were withdrawn for various reasons and 17 were pendingat the close of the June 30, 2006, period.STRIKESLocal 1001-Denver, COOn Monday, April 3, 2006, at 2:01 a.m., the members employedby the Regional <strong>Transit</strong> District (RTD) in Denver went on strike afterrejecting the public body’s final offer. This group included approximately1,750 bus and rail operators, mechanics and clerical workers.On Friday, April 7, 2006, the striking members voted to accept themanagement’s offer, thus ending the job action.Local 1395-Pensacola, FLAs previously reported, the members of Local 1395 employed byPensacola Bay <strong>Transit</strong> (paratransit) went on strike on November 1, 2005.On Wednesday, January 18, 2006, the striking members agreed to returnto work based on a tentative agreement reached (pending the properfunding), thus ending the twelve-week job action.EXPENSESApproximately $283,510.41 was spent during this report periodon organizing, as well as other costs such as materials, mailing lists,and full-time international representatives’ salaries and expenses forthose who assisted in these organizing campaigns. Local union officersand members assigned to assist with these drives were reimbursedby the International for their wages and expenses incurred.www.atu.org MARCH/APRIL 2007 53
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