Draft a Collective Bargaining Agreement

Note: Want to skip the guide and go straight to the free templates? No problem - scroll to the bottom.
Also note: This is not legal advice.

Introduction

Collective bargaining agreements are an essential tool for employers and employees to maintain a harmonious relationship and ensure that both parties are treated fairly. These agreements provide a clear set of expectations, rules, and regulations so that any potential grievances can be addressed in an effective manner. They also offer employers legal protection from costly lawsuits and help to prevent costly disruptions to their business operations.

At Genie AI, we understand how valuable collective bargaining agreements are in helping businesses to maintain a positive working relationship with their employees. That’s why we’ve developed the world’s largest open source legal template library to help anyone easily draft and customize high quality collective bargaining agreement documents for free. Our dataset contains millions of datapoints which teach our AI model what a market-standard collective bargaining agreement looks like – so you don’t have to worry about having any legal knowledge or expertise.

Our step-by-step guidance provides all the information you need on how you can use our template library today; from downloading documents, customizing fields, ensuring that your contract complies with local labor laws, understanding the implications of certain clauses and much more - Genie AI has you covered! And best of all, you don’t even need a Genie AI account in order to access our library - so why not read on below for more information?

Definitions (feel free to skip)

Collective Bargaining: An agreement made between labor unions and employers to negotiate wages, benefits, and other conditions of a workplace.

Labor Unions: Organizations that represent employees in the workplace, usually in negotiations with employers.

Legal Basis: The legal rules and regulations that are used to determine the rights and responsibilities of all parties involved in a collective bargaining agreement.

Bargaining Unit: The group of employees that a collective bargaining agreement will cover.

Binding Arbitration: A process in which a third-party, neutral mediator is used to resolve disputes between labor unions and employers.

Negotiate: The process of discussing and compromising on the various issues to be included in a collective bargaining agreement.

Strike: A refusal by a group of employees to work in order to protest working conditions or other grievances.

Good Faith: An agreement or negotiation made in a sincere and honest manner.

Grievance: A complaint made by an employee or group of employees about a workplace issue.

Contents

• Understanding the collective bargaining process
• Researching the history and purpose of collective bargaining
• Understanding the roles and responsibilities of each party
• Establishing the parties to the agreement
• Identifying the union and employer representatives
• Determining the bargaining unit
• Setting up a bargaining team
• Identifying the scope of the agreement
• Defining the issues to be discussed
• Determining the length of the agreement
• Negotiating the terms of the agreement
• Establishing the objectives of both parties
• Discussing and compromising on the issues
• Reaching agreement on the terms
• Drafting the agreement
• Writing up the agreement in legal language
• Reviewing the agreement for accuracy
• Ensuring the agreement meets the objectives of both parties
• Finalizing the agreement
• Obtaining approval from both parties
• Signing the agreement
• Implementing the agreement
• Distributing the agreement to the bargaining unit
• Posting the agreement in the workplace
• Providing training to the bargaining unit
• Resolving disputes and grievances
• Understanding the grievance procedure
• Investigating the grievance
• Resolving the dispute through mediation or arbitration

Get started

Understanding the collective bargaining process

• Learn the basics of collective bargaining: its history, purpose, and how it is used by unions and employers
• Research the different types of collective bargaining agreements and the various steps in the collective bargaining process
• Understand the different levels of bargaining (local, regional, and national)
• Gain knowledge on the various federal and state laws applicable to collective bargaining
• Identify the roles and responsibilities of the bargaining team members
• Understand the various stages of the collective bargaining process such as initiation, negotiation, agreement, and ratification
• When you have a good understanding of the collective bargaining process and the various stages, you can then move on to the next step.

Researching the history and purpose of collective bargaining

• Identify and review the relevant legislation governing collective bargaining in your jurisdiction
• Read up on the history and purpose of collective bargaining to gain an understanding of the process
• Research case law on collective bargaining and other agreements to gain an insight into the process
• Review collective bargaining agreements from other jurisdictions to gain an insight into the process

Once you have completed the research, you can move on to the next step of understanding the roles and responsibilities of each party.

Understanding the roles and responsibilities of each party

• Understand the roles and responsibilities of the employer and the union, such as the responsibilities of each in collective bargaining, grievance procedures, and terms and conditions of employment
• Review relevant statutes or regulations that apply to the collective bargaining process
• Research collective bargaining agreements in other industries and organizations to get an idea of the types of provisions that might be included
• Have the representatives of each party discuss their expectations, concerns, and desired outcomes
• Make sure that both parties have a full understanding of their rights and obligations under the agreement
  Once the roles and responsibilities of each party are understood and discussed, you can move on to the next step of establishing the parties to the agreement.

Establishing the parties to the agreement

• Identify the union and the employer who will be parties to the agreement.
• Both parties should appoint representatives to negotiate the collective bargaining agreement.
• Determine the scope of the agreement: what will be included in the agreement and what is outside the scope.
• Agree on the terms and conditions of the agreement.
• Once the two parties have agreed on the terms and conditions of the agreement, they can sign the agreement.

Once the two parties have identified their representatives and agreed on the scope and terms of the agreement, you can check this off your list and move on to the next step.

Identifying the union and employer representatives

• Identify the union representatives who will be negotiating on behalf of the union members.
• Ensure that all relevant union representatives are present for the negotiations.
• Identify the employer representatives who will be negotiating on behalf of the employer.
• Ensure that all relevant employer representatives are present for the negotiations.
• Check that all representatives have the necessary authority to agree to a collective bargaining agreement.

Once all relevant representatives have been identified and are present for negotiations, this step can be checked off and negotiations can begin.

Determining the bargaining unit

• Establish a bargaining unit that has a shared interest in representation and the terms of the agreement
• Determine the scope of the bargaining unit and who should be included
• Research the existing collective bargaining agreement and any applicable legislation
• Agree on the definition of the bargaining unit and the employees that belong to it
• Once the definition of the bargaining unit is agreed upon, check off this step and move on to setting up a bargaining team.

Setting up a bargaining team

• Identify representatives from both the employer and the union for the bargaining team.
• Agree on a chairperson for the bargaining team, who will lead negotiations and make decisions.
• Set a timeline for when the bargaining will take place, how often the team will meet, and how long each session will last.
• Determine who will have the authority to make decisions, and who will be informed of the progress made in the negotiations.
• Establish a communication plan for the bargaining team, including how information will be shared between the employer and the union, and what type of communication should be used.
• When the bargaining team is established, you can move on to the next step.

Identifying the scope of the agreement

• Identify the scope of the agreement by discussing the issues that need to be addressed in the bargaining process.
• Consider issues such as wages, benefits, work hours, job security, safety, and other workplace conditions that need to be addressed.
• Make a list of the main issues that need to be included in the agreement.
• When you have completed this step, you will have a list of the main issues that will be discussed during the collective bargaining process.

Defining the issues to be discussed

• Outline the major points of contention between the two parties
• Note the specific goals for each party
• List any existing contracts that may need to be amended or replaced
• Identify any potential areas of compromise between the two parties
• Make sure both parties agree on the issues to be discussed

You’ll know you’re done with this step when you have an agreed-upon list of issues to be discussed and both parties are aware of the goals and potential areas of compromise.

Determining the length of the agreement

• Assess the current economic and political climate to determine an appropriate length for the collective bargaining agreement
• Consider factors like the current rate of inflation and the stability of the labor market
• Agree on a length of time for the agreement that meets the needs of both parties
• Record the length of the agreement in the document and move on to the next step once all parties have agreed on it

Negotiating the terms of the agreement

• Identify all of the issues that need to be addressed in the Collective Bargaining Agreement (CBA).
• Research existing CBAs in the same industry to gain an understanding of the standard language and provisions that are typically included.
• Set up a negotiation schedule to ensure that all of the issues can be addressed in a timely manner.
• Gather all relevant information, data, and documents to support your position.
• Meet with the other party and begin negotiating the terms of the CBA.
• Brainstorm and discuss potential solutions to the various issues.
• Reach an agreement on all of the terms of the CBA.
• Draft a final version of the CBA that includes all of the agreed-upon provisions.

You’ll know you’ve completed this step when you have a draft of the CBA that includes all of the agreed-upon provisions.

Establishing the objectives of both parties

• Identify the interests of the employer and the union
• Clarify what each party wants to achieve through collective bargaining
• Compile a list of the priorities of each party
• Listen to both parties and develop an understanding of their needs
• Discuss the objectives and suggest possible solutions
• Reach a consensus on the objectives of the agreement
• Draft an agreement that outlines the objectives of both parties
• Check off this step when both parties have agreed on the objectives of the agreement.

Discussing and compromising on the issues

• Review the objectives and priorities established by both parties in the previous step
• Identify areas of potential compromise between the parties
• Discuss the issues and potential solutions with both parties
• Facilitate the discussion to ensure that all perspectives are heard
• Identify potential solutions that may address the objectives and priorities of both parties
• Reach agreement on the potential solutions and terms of the collective bargaining agreement
• Incorporate the agreed upon solutions into a draft agreement
• When both parties have agreed on the draft agreement and all perspectives have been heard and considered, the step is complete and you can move on to the next step.

Reaching agreement on the terms

• Review the issues discussed and compromised upon in the previous step.
• Work together to determine the language of the collective bargaining agreement that reflects the issues discussed and compromised upon.
• Use the language of the collective bargaining agreement to structure the agreement.
• Make sure that both parties understand the agreement and are comfortable with it.
• When both parties are in agreement about the language of the collective bargaining agreement, you can move on to the next step.

Drafting the agreement

• Have the parties involved decide who will draft the agreement
• Outline the agreement in a clear and concise manner
• Make sure to include all the terms and conditions agreed on in the previous step
• Include any additional terms that were not previously discussed as needed
• Have the other parties review and revise the agreement as necessary
• Once all parties are satisfied with the draft, you can proceed to writing up the agreement in legal language
• Make sure to get the agreement reviewed and signed by all parties involved before it is finalized.

Writing up the agreement in legal language

• Consult with a legal expert to ensure that all of the necessary information is included in the agreement and that it is written in the correct legal language
• Research the appropriate legal language to use in the agreement
• Create the document, including all of the necessary information such as the parties involved, the dates of the agreement, and the terms of the agreement
• Ensure that all of the language is clear and concise
• Review the document to make sure the information is accurate and up-to-date
• Have the document reviewed and approved by the legal expert

When you can check this off your list and move on to the next step:

• When all of the information is accurate and up-to-date
• When the document is written in the correct legal language
• When the legal expert has reviewed and approved the document

Reviewing the agreement for accuracy

• Carefully read through the agreement and ensure that all terms and conditions are accurate and reflect the objectives of both parties
• Make sure that all the parties who are involved in the agreement are accurately listed
• Verify that all legal language is correct and that the language accurately reflects the intent of both parties
• Check to ensure that all dates and deadlines, as well as any other specific provisions, are accurate
• Have each party involved in the agreement review the document and sign off on its accuracy
• Once all parties involved have reviewed and signed off on the agreement, it is ready for implementation

Ensuring the agreement meets the objectives of both parties

• Review the objectives of each party to ensure that the agreement still meets their goals.
• Check the language of the agreement to ensure that it reflects the intentions of each party.
• Discuss any discrepancies between the language of the agreement and the objectives of each party.
• Make sure that all of the parties are in agreement with the terms of the agreement.
• Ensure that the agreement does not contain any terms that are not in the best interest of any of the parties.
• Make sure that all parties are in agreement with the final version of the agreement.

Once all of these steps have been completed, you can move on to the next step.

Finalizing the agreement

• Review the agreement with both parties to ensure that all necessary points have been included
• Make any necessary changes to the agreement
• Have both parties sign the agreement
• Make a copy of the agreement for each party
• File the agreement with the appropriate regulations and/or unions
• Confirm that the agreement is legally binding
• Check off this step on your list and move on to the next step (obtaining approval from both parties)

Obtaining approval from both parties

• Call a meeting with both parties to discuss the agreement
• Identify any areas of disagreement and attempt to resolve them
• Ensure that all parties are satisfied with the agreement and no further changes are necessary
• Allow for a period of review for both parties to consider final changes
• Have each party sign off on the agreement and commit to its terms
• You can check off this step when both parties have given their approval on the agreement.

Signing the agreement

• Request that both parties sign the agreement.
• Set a deadline for both parties to sign the agreement.
• Ensure that both parties have reviewed the agreement and understand its terms and conditions.
• Ensure that all signatures are properly notarized.
• Check that all signatures are in the right places and the document is complete.

Once both parties have signed the agreement, you can move on to the next step of implementing the agreement.

Implementing the agreement

• Provide copies of the collective bargaining agreement to each member of the bargaining unit
• Create a timeline for implementing the agreement and ensure that each party is aware of their obligations under the agreement
• Monitor the progress of the agreement to ensure that all parties are in compliance
• Hold regular meetings with all parties to discuss any issues that arise during the implementation process
• Make any necessary adjustments to the agreement as needed to ensure that everyone is satisfied
• When all parties have completed their obligations under the agreement and it has been implemented successfully, the step of implementing the agreement can be checked off the list.

Distributing the agreement to the bargaining unit

• Ensure that copies of the final collective bargaining agreement are sent to all members of the bargaining unit.
• Make sure that copies are also provided to the management of the organization.
• Check to make sure that all copies have been received by the appropriate parties.
• Track the distribution of the agreement to ensure that all members of the bargaining unit have received a copy.
• Once all copies have been distributed to the bargaining unit and management, you can check this off your list and move on to the next step.

Posting the agreement in the workplace

• Print out copies of the agreement and post them in a visible place around the workplace for all members of the bargaining unit to see
• Post copies in break rooms, on bulletin boards, and anywhere else that is highly visible
• Make sure a copy is available in each relevant workplace language
• Once you have posted the agreement in the workplace, you can move on to the next step, which is providing training to the bargaining unit.

Providing training to the bargaining unit

• Develop training materials that cover the main points of the collective bargaining agreement.
• Provide the training to all bargaining unit members.
• Make sure to provide a copy of the collective bargaining agreement to each bargaining unit member at the training.
• Make sure to provide a contact person at the training who can answer any questions the bargaining unit members may have.
• Make sure to provide a timeline for any follow-up questions and/or clarifications.
• Make sure to document that all bargaining unit members have attended the training.
• Make sure to document any questions or clarifications that were requested.

You’ll know you can check this off your list when you have provided training to all bargaining unit members and have documented that the training was provided.

Resolving disputes and grievances

• Research the applicable labor laws in the collective bargaining agreement
• Consult with a labor attorney to ensure the agreement is compliant with all applicable laws and regulations
• Establish a grievance procedure for resolving disputes between the union and the employer
• Establish a mechanism for resolving grievances such as arbitration or mediation
• Outline the steps in the grievance procedure, including timelines for filing grievances, how to submit them, the process for hearings, and the appeals process
• Include provisions for employer/union representatives to participate in the grievance process
• Identify the roles and responsibilities of both the union and the employer throughout the grievance process

Once you have completed the research, consulted with a labor attorney, and established a grievance procedure, you can move on to the next step, which is understanding the grievance procedure.

Understanding the grievance procedure

• Research the applicable Collective Bargaining Agreement and any local or state labor laws that may apply
• Make sure that all parties involved understand the process for filing and resolving grievances
• Identify the responsible parties for each step of the grievance procedure
• Familiarize yourself with the timeline for each step of the procedure
• Ensure that all parties involved understand their rights and responsibilities during the grievance process
• When all parties understand the grievance process, you can check this step off your list and move on to investigating the grievance.

Investigating the grievance

• Gather relevant documents and information to help assess the grievance
• Interview employees involved in the grievance to gain their perspectives
• Review the collective bargaining agreement to determine the applicable provisions
• Consider the laws, regulations, and precedents that apply to the grievance
• Analyze the facts and evidence to determine the merits of the case
• Establish a timeline for the investigation and communicate it to all parties involved
• When all the relevant documents and information have been gathered, the investigation is complete and the results can be reported to the appropriate parties.

Resolving the dispute through mediation or arbitration

• Contact a mediator or an arbitrator to resolve the dispute.
• Provide all relevant documents to the mediator or arbitrator including any information gathered during the investigation process.
• The mediator or arbitrator will review the evidence and recommend a resolution.
• Once the resolution is agreed upon, both parties must sign a document to officially settle the dispute.
• All parties should keep copies of this signed document for their records.
• You can check this off your list when the dispute is officially resolved and the document is signed.

FAQ:

Q: What are the key differences between a UK, USA and EU collective bargaining agreement?

Asked by Robert on July 5th 2022.
A: A collective bargaining agreement (CBA) is a legally binding contract between an employer and a group of employees, usually represented by a trade union. The CBA outlines the terms and conditions of employment, including wages, working hours and other benefits. The key differences between UK, USA and EU CBAs relate to the specific legal requirements in each jurisdiction.

For example, in the UK, the agreement must be approved by a majority of the workers in a secret ballot before it can be implemented; in the US, each state has different rules regarding collective bargaining and union representation; while in the EU, collective bargaining is governed by the European Works Council Directive. Each jurisdiction also has different procedures for negotiating and enforcing CBAs. It is important to understand the relevant laws and regulations that apply to your particular situation before drafting a CBA.

Q: What should I consider when drafting a CBA for my particular sector or industry?

Asked by Abigail on October 8th 2022.
A: When drafting a CBA for any sector or industry, it is important to consider the specific needs of your business. For example, if you are operating in the technology sector, you should include provisions that ensure both parties have access to relevant technologies and are aware of any changes that may affect their agreement. Similarly, if you are operating in the B2B sector, you should consider how best to protect both parties’ interests when negotiating contracts with other businesses. Additionally, it is important to be aware of any industry-specific regulations or standards that may apply to your agreement.

It is also essential to consider who will be involved in negotiating and enforcing the CBA. In some cases, this might include representatives from both parties such as union officials or management representatives. In other cases, an independent mediator might be necessary to ensure that both sides reach an agreement that is fair and equitable for all involved. Finally, it is important to ensure that both parties are aware of their rights and obligations under the CBA once it has been agreed upon.

Q: What should I include in my collective bargaining agreement?

Asked by David on May 10th 2022.
A: When drafting a collective bargaining agreement (CBA), it is important to include provisions that clearly define the rights and obligations of both parties. This includes outlining wage rates and working hours; outlining job security measures such as layoff protection; providing information on grievance procedures; specifying safety standards; outlining rules regarding overtime work; providing information on vacation leave; and establishing procedures for dispute resolution. Additionally, it is important to include provisions regarding health care benefits and retirement plans as well as any other benefits that may be applicable such as disability insurance or life insurance. Finally, it is essential to include provisions regarding how decisions will be made regarding changes to wages or working conditions in the future.

Q: What role does a mediator play when drafting a collective bargaining agreement?

Asked by Stephen on January 15th 2022.
A: A mediator can play an important role when drafting a collective bargaining agreement (CBA). A mediator can help both parties reach an agreement that is fair for everyone involved by providing impartial advice and guidance throughout negotiations. They can also help identify areas where further discussion or clarification may be necessary as well as helping to resolve disagreements between both sides before they become more serious disputes. Additionally, they can help ensure that both parties are aware of their rights and obligations under the CBA once it has been agreed upon. Ultimately, having an experienced mediator involved during negotiations can help ensure that both parties come away with an agreement that meets their needs while also protecting their interests in the future.

Q: How do I ensure my collective bargaining agreement is legally binding?

Asked by Mary on August 2nd 2022.
A: To ensure your collective bargaining agreement (CBA) is legally binding you should have it reviewed by legal professionals before signing it off. This will ensure that all legal requirements have been met and that there are no potential issues which could arise from its implementation later down the line. It is also important to make sure that all parties involved have signed off on the CBA before it comes into effect – this ensures all parties understand their rights and responsibilities under the agreement. Additionally, you should take into consideration any applicable laws or regulations which could affect how your CBA must be written or enforced – these can vary depending on your jurisdiction so they should not be overlooked during negotiations or implementation stages of your CBA.

Example dispute

Lawsuits Involving Collective Bargaining Agreements

• A plaintiff may raise a lawsuit which references a collective bargaining agreement (CBA) if they believe that their rights have been violated. This could involve issues such as wages, hours, benefits, job security, working conditions, and more.
• To win the lawsuit, the plaintiff must prove that the agreement was violated and that they suffered some sort of harm as a result. This could involve proving that the employer failed to adhere to the terms of the agreement, or that the employer took actions which violated the agreement.
• The plaintiff may also seek monetary damages, such as unpaid wages or benefits, or seek other forms of relief, such as reinstatement, promotion, or additional rights.
• In some cases, the plaintiff may be able to reach a settlement with the employer without going to court, such as through mediation or arbitration. This can often be faster and less expensive than going to court.
• If the case does go to court, the plaintiff may be able to recover damages, legal fees, and other costs associated with the lawsuit. The amount of damages awarded will depend on the severity of the violation, the extent of the harm suffered, and other factors.

Templates available (free to use)

Collective Bargaining Contract Administration Information Request Log
Collective Bargaining Contract Memorandum Of Contract Extending Expiring Collective Bargaining Contract S Terms
Collective Bargaining Contract Memorandum Of Contract For Successor Collective Bargaining Contract
Collective Bargaining Contract Wage Schedule
Collective Bargaining Ground Rules
Collective Bargaining Tracker Attendance Log
Collective Bargaining Tracker Bargaining Issue Log
Collective Bargaining Tracker Bargaining Notes
Collective Bargaining Tracker Contract Log
Collective Bargaining Tracker Information Request Log
Collective Bargaining Tracker Package Log
Debtor S Motion To Reject Collective Bargaining Contracts And Modify Retiree Benefits
Proposed Order Authorizing Debtor To Reject Collective Bargaining Contracts And Modify Retiree Benefits
Schedule And Summary Of Collective Bargaining Contracts
Summary Of Amendments To Collective Bargaining Contracts

‍