“Am I [statutorily] entitled to Union representation during a counseling session with my supervisor (from a bargaining unit employee)?” (Note, this question is paraphrased from the original submission, which was very lengthy.)
We do not know all the specific facts of your case and facts influence our analysis. Therefore, we will respond in general terms. We re-state this policy since some employees advised InformedFed they are applying the analysis found on this site to their specific circumstances, which can vary greatly and be subject to a number of variable influences. To maintain ease of reading and application, InformedFed avoids posting lengthy and complex analysis intended to cover every scenario.
The first thing any bargaining unit employee should do when determining whether they have a right to union representation is refer to their Master Agreement (union contract) or contact a Union Representative (but note, it has been our experience Union Representatives can be very wrong) . Since union contracts vary greatly from one unit to another, and can be influenced by local supplemental agreements, we will address the question from the general contemporary and prevailing perspective. However, individuals should consult their Master Agreements to determine whether there is a contractual provision that provides for representation during counseling sessions.
The short and general answer is: No. Bargaining unit employees are not statutorily entitled to Union representation during counseling sessions. Title 5 USC 7114(a)(2)(B) provides that employees of an agency have a right to representation in connection with any examination of the employee in which the employee reasonably believes the examination may result in disciplinary action and the employee requests such representation. This is known as Weingarten rights. Of course, all types of nuances may attach and each situation may be different based on unique facts, local or national agreements, past practice, etc…
The controlling case law addressing this specific question is found in DVA Medical Center, Asheville, NC 93 FLRR 1-1271 , 48 FLRA 849 (FLRA 1993) confirming no statutory right to representation during a counseling meeting. However, labeling a meeting “counseling” does not necessarily establish it as limited to counseling (take note supervisors). An employee is entitled to representation if such meeting contains Weingarten elements. FAA, St. Louis Tower, 81 FLRR 1-1223 , 6 FLRA 678 (FLRA 1981).
It is also worth noting individual performance counseling sessions do not qualify as formal discussions, triggering a right to representation. Social Security Administration, 84 FLRR 1-1381 , 14 FLRA 28 (FLRA 1984).
InformedFED provides expert administrative consulting and related transactional services to federal employees and labor organizations in all labor and employee relations matters including arbitration, grievances, disciplinary and adverse actions,Unfair Labor Practice Complaints (ULP), EEO Complaints, Reasonable Accommodation and Alternative Dispute Resolution matters (ADR).
Contact us. Web: www.InformedFed.com | Phone/Text: (202) 642-1287 | Twitter: @InformedFed | Hire a Consultant
The material on this website is intended to provide only general information and comment to the public and federal employees. Although we make our best efforts to ensure information found on this website is accurate and timely, we cannot, and do not, guarantee the information is either. Nor do we guarantee accuracy of any information contained on websites to which our website provide links. Do not, under any circumstances, rely on information found on our website as legal advice. It should be considered a general guide. Federal personnel matters are often circumstantially complicated and fact dependent. Consultants offered through this website are not attorneys and are not employees of InformedFED. They are advanced labor and employee relations practitioners. They provide services to clients in their individual capacities through individual agreements with their clients. Though attorneys are not required for representation in administrative matters or proceedings, there are instances in which our consultants may refer you to attorneys or otherwise make such recommendation. In no instance does this site, or consultants associated with this site, infer the provision of legal services.