Wednesday, July 18, 2012

The Unionization Process

The following is one KIC teacher's recount of the process of unionizing our three centers in New York:


I’ve been a teacher at Kaplan for a few years and there have always been discussions about unionization. In the fall of last year a few fellow teachers and I got together for drinks and discussed the main reasons why it would be good to join a union. We contacted the union for the Washington Post first since it is the parent company of Kaplan. They are in DC, so they put us in touch with the folks at The Newspaper Guild in NYC. It took about 2 months to schedule our first meeting at the union.

There are three schools in NYC so before the first meeting we tried to get in touch with teachers from the other schools. This was a bit of a challenge because we couldn’t just send a blanket email and ask who was pro-union. Luckily, we got in touch with someone, who got in touch with someone else, and were able to get at least one or two from each school at the first meeting.

The purpose of the first meeting was to explain who we were, to find out about the process of unionization, and to learn more about the role of the union. Although many of us had been in or connected with a union in the past, none had gone through the initial process of unionizing before. At that first meeting, we were encouraged to seek out other unions to see what they had to offer. We did some research and even had meetings with other unions, but in the end voted 7-1 to go with the Guild. 

Our aim was not to install the union through our small group, but to get to the point of having a school-wide vote on whether or not we should have a union. The vote is monitored by the NLRB (National Labor Relations Board). In order to signify to the NLRB that our group was interested in having a vote, we had to get 60% of our coworkers to sign union cards. The card is a printed index card with basic info: name, date, address, title, signature, etc. Actually, we only needed 30% or 35% to take this step legally, but it is safer to go forward with a vote when there is at least 60% of the people demonstrating interest.

The importance of secrecy may seem obvious, but I didn’t realize how key it was before the first meeting. It was essential that management didn’t know what we were doing. Initial discussions had to be held outside of the workplace. Even if managers seemed to be pro-union, it was best that they don’t know because it could have put them in an awkward place of having to lie at some point.

Secrecy can be construed as sneakiness; in fact, it is just being necessarily strategic. Unfortunately, because we had to be quiet about our discussions, the atmosphere at work became intensely uncomfortable. While we were collecting signatures, we didn’t know whether those involved in organizing would be fired for leading the drive. We didn’t want to talk to people who we knew or thought were anti-union because they of course might have informed management about what was happening. Basically, we had to gauge each person individually before asking them to sign a card.

It helped that I had worked there for a while already because I knew most of the teachers at my school. We made it easier by dividing the task among a few teachers, so we each had to talk to not more than 5-6 others. We couldn’t give the cards out and have them returned later, but rather had to sit with the signer and be sure the card didn’t end up left on a table somewhere. Sometimes I just invited someone out to coffee to make it easier to talk freely. While telling people about the process, we were clear that the goal was to have a vote. Even though we weren’t able to talk to everyone initially, nothing would have been decided without everyone having a chance to put in his or her opinion. I also tried to focus on the issues. People generally have similar problems with the workplace, and it was important to not lose sight of the fact that we were doing this in hope of making our lives a little better.

The secrecy did freak some people out. It’s easy to feel like there is something nefarious going on when people are not being open about what they are doing. We just had to hope that eventually others would understand why it had to be that way. Like I said, one of the main reasons for secrecy was because we were worried that people would be fired. It is illegal to fire someone for being involved with unionization, but what would stop them from firing people for other reasons? We also knew that once management learned what was going on they would begin an anti-union campaign.

Management did find out but not until we had gotten signatures from nearly 50% of the teachers. It was important that we had worked fast and spoken to as many people as possible in a short amount of time. Because Kaplan is probably on the lookout for union activity in other schools, it may be even more difficult now to get past this beginning stage.

Kaplan began the retaliation by holding mandatory meetings during breaks and even pulling people aside individually to give them “helpful” information about why unions were bad. Many people saw that the fliers were poorly written propaganda pieces meant to intimidate, but I’m sure others were swayed, at least to want to stay out of the whole thing altogether. We knew that regardless of their real opinions, our direct supervisors had to tow the company line in order to preserve their own positions. I think some teachers were afraid of losing the respect of and camaraderie with their supervisors if they went against what they were saying.

At some point one of the teachers at one of the schools came across some papers that our supervisors were given by upper management about how to recognize signs of unionization and how to talk to teachers about the process. There were notes taken about everything that everyone said during the meetings. Our managers were instructed to look out for groups of teachers who were having private conversations, among other things.I’m pretty sure they were roaming the hallways a lot more than usual during that time. I have to say, it was one of the most stressful few weeks I have ever experienced. In theory, I wasn’t that afraid of losing my job, which was really the worst that could have happened, but the psychological pressure that Kaplan put on us was so great that I dreaded coming to work every day. This dread, however, only made me more resolute in my belief that we needed a union.

In the end, we did reach very near our goal of having 60% of teachers sign cards to signify to the NLRB our wish to have a vote. With that, the cards were submitted, Kaplan was officially notified (at that point still not knowing that we were already so far along), and a vote was scheduled for a month down the line in June.

After that, the meetings continued to go on and on and people got more and more heated in their discussions. I don’t know what Kaplan thought they were doing, but much of their anti-union campaign just seemed to push people like me further along the road to unionization. There is a fairly good record of some of the fliers they were putting out on the teacher’s blog. Have a look for a laugh! Some teachers, on the other hand, became vehemently anti-union. This was most difficult to deal with because we wished that we could just have calm discussions to share our opinions but emotions were too high to do so. Without rational discussions, it was hard to give important information or to clear up misinformation. Once people decided they were anti-union, it was tough to convince them to go to meetings that weren’t being led and controlled by Kaplan.

In the beginning of June, the NLRB set up voting booths in each of the schools and each teacher was able to vote anonymously. I believe that nearly all eligible teachers voted. The count was 2-1 in favor of the union. We are now in the process of electing officers who will be helping the Guild put together a survey to see what issues are most important to all teachers. What we aim to bargain for in our first contract will also be decided by all of the teachers democratically. Once this information has been gathered, a bargaining committee consisting of several teachers from each school will sit down with Kaplan and Guild lawyers and representatives and physically negotiate a contract.

While I personally enjoy my work at Kaplan, I feel the company has cut so many corners that it severely compromises the quality of education it can provide and the quality of life that teachers lead while working there. The union never promised that we will get anything. They offer help in negotiating a contract that provides us with improved working conditions. It is my hope that Kaplan can begin to view the teachers not as adversaries who need to be outwitted of dollars and cents, but as responsible workers providing valuable input on the creation of a sustainable and healthy system.

15 comments:

  1. Most of the Kaplan teachers have probably been made aware of the program they are starting up in response to the situation in New York. Included are a number of paid days off--holidays and flex time combined into one package--an improvement to the optional health care package, and access to the 401k. These benefits are contingent upon a few requirements: 1+ years with the company 21+ hours/week (which does not include minimum wage "prep" hours, apparently) and a minimum rating on evaluations.

    These benefits seem pretty paltry compared to how high they have set the bar for access to them, and far less than would be expected for a good faith agreement with a union. Not to mention that the requirement seem pretty obviously geared towards making it difficult for teachers to actually get them in the first place--or that just a little "creative accounting" will disqualify people easily.

    Is this offer a serious threat to a union bid?

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    1. It could sway some people from wanting to join a union. Combined with the barrage fear, misinformation and emotional blackmail that come with a corporate anti-union campaign, I'm betting they hope it sways just enough.

      Your second paragraph said it pretty well - not only are these things paltry compared with what can be obtained through a collective bargaining agreement, there's no guarantee that a teacher will have access to them or they can't be reduced or even abandoned completely to future employees. One very recent example of this would be the Washington Post Co. reducing its matching contributions to employees' 401k to 1% of yearly salary.

      The reality is that there are very few arguments against unionization, particularly in a sector like ours. Union contracts provide clarity in the workplace and give workers a mechanism to voice and ultimately change perceived injustices. Managers still retain the right to manage, and workers can still get fired for not doing their jobs - despite what some people believe.

      Companies like Kaplan also love to say that they don't have to agree to anything during collective bargaining, often describing it as a "give-and-take" process where workers may ultimately lose out. This is nonsense complete of course - Unions have ways to put pressure on companies to meet their demands through actions that would normally get just one fired. That's what makes collective-bargaining ultimately more fruitful. Companies may love to talk about how "unions love striking", but really a strike is just a last resort.

      Without a union, you're an "at-will" employee and have none of these rights.

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  2. (Same poster as in the first comment.)

    The more I understand about the offer coming from Kaplan, the more it looks like smoke. I hadn't noticed that Kaplan keeps teachers around who don't perform, so the "high performance" requirement looks like a loophole they can use to justify not giving people flex time/holiday pay. I'm sure more people than not will have to hear "Oh, sorry, you didn't meet the performance requirement this year... maybe next year you'll do better." Of course, that performance evaluation is based on a lot of little factors that the administration has an influence on... so I find the requirement more than a little dubious.

    I can't speak to the health care access, but is that something they were going to have to do anyway given the recent changes to the health care system in the U.S.? (If anyone knows, I'd love to hear an explanation.)

    The 401k is interesting. I'm a little surprised they didn't already offer that, though. My understanding is that retirement plans are a big part of stock values, with all contributions being a benefit to the company, regardless of part-time or full-time status. Again, I'm not a trader, so my knowledge on the subject is based on my past experience with other pension plans, but I've never worked for a company that was concerned about the "cost" of their employees contributing to their group retirement program.... (Again, I'm not an expert, and anyone with more information would be worth hearing from.)

    In short, it looks like a lowball attempt to extend the status quo for another year or two. Personally, I can't say that it sways me away from a union. In fact, it is a good example of why a union is necessary in the first place.

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    1. What are the requirements necessary to be considered "high performance"?

      I'm no expert on 401k plans, but it seems to me that if your contributions are being matched dollar for dollar, decreasing the % of your salary being matched would save a company money. The money has to come from somewhere, right?

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  3. The email from Kaplan just says "high performance" without specifying what that will mean. I was told that anything below 4.0 on evaluations is considered "unacceptable" at one point, and I'm hearing (the grapevine) that 4.5 is going to be the average minimum for access to the "level 3" position, which is where the paid federal holidays, etc. comes from. It seems like the kind of thing that they could just set where ever they like to minimize the number of people who qualify.

    The percentage for hours that accrue is %3.85, which looks like they took the number of holidays/flex days and divided that into the number of hours for a standard working year. I mention that because it seems clear that they could do the same simple math to figure out how to minimize the number of teachers who will qualify by setting the value at 4.61 or something. With years of data that have accumulated, they could see where the most "cost effective" value would be and then set it a tenth or a few hundredths of a point above that to make it unlikely most people will qualify. We'll see when they actually come up with a number.

    My understanding of pension plans and their influence on stock prices comes my very casual understanding of finance, so take my comments with a grain of salt. You're quite right about the money having to come from somewhere, but you have to bear in mind that that works both ways. The dollar they contribute is matched by a dollar from YOU, and this is in a pool that is administered (invested, transferred and adjudicated) by the company. A 401k has rules about how they can do that, but it still represents a pool of money that is controlled by the company and, therefore, an asset with an influence on the overall stock price. It's not the same as a company having actual cash reserves, real estate value or something more clear-cut, but pension plans represent a large percentage of the overall stock value of many companies.

    Again, not an expert, so if anyone has more information that argues one side or the other, I'd be interested in reading about it.

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  4. Thanks for the information. This is a good discussion!

    I don't like the sound of the "high performance" requirement at all. What if a 17 year-old gives me a bad review because I told him to stop playing Angry Birds in class? Is this to be the deciding factor in whether I get health insurance and be able to take a vacation this year?

    Kaplan is a business, so I get why customer surveys should count for something. The reality is however that some of our students, especially the younger/less mature/unmotivated ones, sometimes might feel like we are hassling them, when all we are really just trying to teach them. Their feedback already plays a factor in our raises at annual review. I can accept this. But if their feedback were to help determine whether or not I got the benefits any working human being deserves, than quite possibly I'd have to reconsider whether my main role is to be an educator or an entertainer. I don't mind being the latter sometimes, but I got into this business to be the former.

    I think you're right to be suspicious of the possibility that the numbers could be "tweaked" into ones that are more cost effective for them. My understanding is that budget sizes are determined by what revenues were the preceding year. So if a school has a bad year, what's to stop them from saying "We can only have x number of level 3s this year"? Now imagine if teachers get wind of this? You would in effect have teachers competing with each other for the ability to have adequate medical treatment and stay home if they're ill. That sounds like an unhealthy environment, in more than ways than one.

    There also may be an urge to cap the number of recipients regardless of how the school is doing financially. I remember in 2009 wages were frozen across the board, which we were told was in response to the economic crisis. Well, I now know that KIC's profits were virtually unaffected by the crisis, but other divisions of the Washington Post Co. were. I'll let you extrapolate the rest.

    Don't get me wrong here though; it's not my intention to place blame on the company for things they haven't even done nor will do. I just think teachers should look very carefully at the fine print of this proposal, and understand that without a union the company has the right to change the any part of it whenever they want. Who knows. What is clear however is that the proposal will be one more mechanism for control. And if there's anything a company hates more about unions than the 28% higher salary on average they have to pay, it's losing the ability to control every aspect of their workplaces.


    401k: Thanks for the info there. All I know for certain is the matching funds are "free money" which I'm not eligible for as a part-time employee. Check this website: http://money.howstuffworks.com/personal-finance/retirement-planning/401k.htm

    If you have any insights from there, let us know! We're all looking to learn.

    "I can't speak to the health care access, but is that something they were going to have to do anyway given the recent changes to the health care system in the U.S.?"

    I'm going to try to get an answer on that.

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  5. Just to clarify: from what I understand, access to the health care for "part-timers" doesn't have anything to do with performance according to the current proposal. It's just the paid holidays/flex time that is tied to some sort of score on reviews. Access to the 401k would also appear to go to anyone without regard to performance either. I THINK the health care and 401k require 1+ years with the company, and that's it.

    So, essentially the proposal is three things:

    1. An expansion to the already existing health care.
    2. Access to a 401k.
    3. Holiday/flex time contingent on performance on student evaluations.

    Personally, I've never given much credence to the evaluations, as I think they are a deeply flawed assessment tool. There are so many problems with the survey that I can't really get into them here, but the whole concept of a secretly filled out paper evaluation which is then given to the administration (whom we'll have to believe handles those papers properly) is automatically suspect if one is going to be basing any sort of benefit on them....

    There are several things that are notably absent from this proposal:

    1. Any mention of a pay increase.
    2. Sick days. (I suppose the flex/holidays might be lumped into this concept... though I think that mistakes the concept.)
    3. The gap in pay between "prep" hours and "teaching" hours.
    4. The amount of materials provided by the company.
    5. The time spent by teachers coming up with their own material (see #4....)
    6. Some sort of consideration for seniority. (Most unions take seniority VERY seriously.)

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  6. Well it's good to know that the company won't be using the fear of not having access to adequate medical care as an incentive to work harder. I don't think waiting one year to have access to the plan it is right, but it's an encouraging improvement at least.

    The argument that part-time teachers somehow aren't worthy of decent health benefits at any time doesn't fly with me. We know we contribute, and we know we how much effort we put in. We know we deserve better.

    Regarding the gap between prep work and teaching work: If preparing to teach is really less important than teaching, then imagine walking into a 3 hour class without preparing at all. You can't use any of the activities/games you've learned while you've been at Kaplan, since that would count as prep.

    I don't think this would be a high quality class worthy of the Kaplan brand.

    As far as seniority is concerned: This is important for a union because it takes away a great deal of management's ability to dissuade people from showing support for their union, which effectively weakens its collective bargaining power.

    Seniority could be important for non-union Kaplan teachers too. Many teachers in NYC have complained about new teachers being hired to teach classes, when the school already has teachers who would like the hours. I see the company benefitting from this in two ways: A) It keeps them from having to create a new full-time position, and B) It allows the hours to be filled by a teacher with a lower wage.

    If eligibility for these benefits is based on the number of hours you work per week under this new proposal, then it's important to consider what guarantees you'd have to those hours. Again, I don't want to automatically assume the worst (which would be keeping a bunch of people just under the required minimum). However the fact that Kaplan does have its periods of higher and lower enrollment you should take into account.


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    1. "Well it's good to know that the company won't be using the fear of not having access to adequate medical care as an incentive to work harder."

      Is it adequate? It should meet the minimum standards established by the Affordable Care Act. If not, I wouldn't consider it health insurance.

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  7. I don't want to get too far into a rant about the nature of the employment situation in the U.S. when it comes to "part-time" workers not getting benefits and how that loophole has lead to a highly exploitative attitude on the part of corporate administrators. However, I will say this:

    For long term workers (6+ months) "part-time" hours should mean "part-benefits." That is, 35+ hours/week should mean 100% benefits. 30/week should mean 75%. 20/week should mean 60%. 10/week should mean 40%. That shift in paid hours vs. benefits is based on my personal belief (and experience) that employers should be encouraged to make full use of their employees. Taking up 25% of a worker's time during the day in "paid hours" really means taking up 50% of that worker's actual time, what with prep, travel, expenses, etc.

    That "part-time" workers are stripped of all benefits just doesn't make sense.

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  8. Doing things pro rata like that is more than fair, assuming those who get 100% have a fair package.

    You asked in an above comment if Kaplan's proposed changes to its part-time health plan had anything to do with the new Affordable Care Act.

    My understanding is that the PPACA does not mandate employers to provide coverage to part-time employees. However in 2014, employers with 50 more full-time non-seasonal employees can pay a penalty for not offering insurance that meets the PPACA's minimum requirements.

    PPACA defines "full-time" as someone working over 120 hours per month, or 30 hours per week.

    (Source: http://www.ncsl.org/documents/health/PrivHlthIns2.pdf)

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    1. Thanks. I'll have a look. I'm wondering if this increase is related to that 2014 PPACA minimum requirement.

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    2. FYI: In order to meet the PPACA's minimum requirements in 2014, plans will have to eliminate annual/lifetime limits for "essential health services". These services are ambulance rides, ER visits, hospitalization, prescription drugs, etc.

      (Source: http://www.appwp.org/documents/hcr_compliance-annual-limits-groom062910.pdf)

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  9. I am writing from the United Kingdom to update tutors in Kaplan New York on a union recognition success in a Kaplan College in Liverpool (known as Liverpool International College).

    My name is Peter Duff and I am a union official with the Association of Teachers and Lecturers (ATL). Our web site is www.atl.org.uk and my email address is pduff@atl.org.uk if you want to verify my details.

    I am pleased to tell you that on Monday 20th August ATL heard officially from the UK governments Central Arbitration Committee (CAC) that the tutors in Kaplan Liverpool had won statutory union recognition by being successful in a secret postal ballot.

    I wanted to let you know that I came across your own recognition success during the time we were presenting our case to Liverpool tutors asking them to vote yes to recognition. Your success helped us to win our secret ballot and we have just been recognised by Kaplan Liverpool which is a great result.

    If you are a Kaplan tutor / lecturer and want to contact me please email me on the above email address as it would be good to be able to update each other going forward.

    Well done on your success on obtaining union recognition in Kaplan New York. Best Wishes - Peter Duff, ATL

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  10. I'm curious: Are teachers at other Kaplan schools getting called into their director's offices for 1:1 interviews about unions? This is something coming down from corporate?

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