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The decision of the Authority follows:

11 FLRA NO. 103





Case No. 0-NG-522



The petition for review in this case comes before the Authority pursuant to section 7105(a)(2)(E) of the Federal Service Labor - Management Relations Statute (the Statute) and raises issues concerning the negotiability of the following two Union proposals:

Union Proposal 1

Volunteers from T2 should be requested before requiring all T2 CRs do the interviewing.

Union Proposal 2

They will not be appraised on the SSI work and the appraisals and desk audits will reflect the additional duties.

Question Before the Authority

The question is whether, as alleged by the Agency, the proposals are outside the duty to bargain under section 7106(a)(2)(A) and (B) of the Statute.  [ v11 p 608 ]


Conclusion and Order: Union Proposals 1 and 2 are not inconsistent with management's rights under section 7106(a)(2)(A) or (B) of the Statute. Rather, each proposal establishes a procedural requirement and is within the duty to bargain under section 7106(b)(2) of the Statute. Accordingly, pursuant to section 2424.10 of the Authority's Rules and Regulations (5 CFR 2424.10), IT IS ORDERED that the Agency shall upon request (or as otherwise agreed to by the parties) bargain on these proposals. 1

Reasons: As explained by the Union, 2 the T2 CRs mentioned in the first proposal are Title II claims representatives who specialize in retirement, survivors, and disability claims. Title XVI claims representatives, who specialize in Supplemental Security Income claims, constitute the other type of claims representatives working in Region IX of the Social Security Administration. According to the Union, the parties had reached an agreement to the effect "that claims representatives could be required to perform work in the other specialty, but that work would be limited to interviewing and initiation of claims development." The Union in essence contends that the first proposal is intended to establish a procedure by which the Agency would assign Title XVI claims representatives' work to Title II claims representatives. In this regard, the Union states: "The ... proposal would require the agency to request volunteers to perform the work before making a final selection. If the agency believed the volunteers to be unqualified or unfit for some other business reason, the agency would be free to choose from amongst the remaining Title II claims representatives." 3

The Agency alleges this proposal is nonnegotiable because it requires management to request volunteers to do interviewing, which it contends conflicts with management's rights to direct, assign employees and assign work under section 7106(a)(2) of the Statute. 4 However,  [ v11 p 609 ] based on the record, the proposal only requires, once management decides that Title II claims representatives will be required to perform the interviewing Title XVI claims representatives usually perform, that the Agency request volunteers from the group of Title II claims representatives before assigning that work to specific employees. Further, according to the Union, under the proposal management would not be required to select a volunteer to perform the work assignment. 5 Thus, following compliance with this procedure, if no volunteer were chosen, management would be free to choose from amongst the remaining (non-volunteer) Title II claims representatives.

With respect to the Agency's specific contention, the right to assign employees which is reserved to management under section 7106(a)(2)(A) of the Statute encompasses management's discretion to establish the qualifications necessary to perform the duties generally assigned to the position and to determine whether an employee meets those qualifications. American Federation of Government Employees, AFL - CIO and Air Force Logistics Command, Wright - Patterson Air Force Base, Ohio, 2 FLRA 603, 612-13 (1980), enforced sub nom. Department of Defense v. Federal Labor Relations Authority, 659 F.2d 1140, 1148-49 (D.C. Cir. 1981), cert. denied sub nom. AFGE v. FLRA, U.S., 102 S.Ct. 1443 (1982). Similarly, management's right to assign work pursuant to section 7106(a)(2)(B) encompasses discretion to establish the particular qualifications and skills needed to perform the work to be done, and to exercise judgment in determining whether a particular employee meets those qualifications. Where, however, in management's judgment, two or more employees are equally qualified and capable of performing the work, the selection of any one of those employees to perform the work would be consistent with management's exercise of its discretion. Under such circumstances, the procedure by which employees previously judged by management to be equally qualified will be  [ v11 p 610 ] selected to perform the work is negotiable under section 7106(b)(2). 6 See Laborers International Union of North America, AFL - CIO, Local 1276 and Veterans Administration, National Cemetery Office, San Francisco, California, 9 FLRA No. 84 (1982). 7

Thus, contrary to the contention of the Agency, the first proposal, which requires that Title II claims representatives be allowed to volunteer to perform Title XVI claims representatives' work prior to any of them being required to do so and which does not require that any volunteer be selected, but permits management to select non-volunteers, does not interfere with management's right to assign work employees under section 7106(a)(2)(A) or with the right to assign work under section 7106(a)(2)(B). Further, since management retains the discretion to select which employee(s) will perform the work and otherwise supervise and guide employees in the performance of their work, this portion of the proposal is not inconsistent with management's right to direct employees under section 7106(a)(2)(A) of the Statute and is within the duty to bargain under section 7106(b)(2).

With respect to the second proposal, the Union claims it would require that Title II claims representatives only be evaluated for performance appraisal purposes on those duties within the employees' job descriptions. In this regard, the Union states: "If management desires to appraise employees on Title XVI work, the agency need only add it to the job description." 8 The Agency contends this proposal would prevent it from evaluating employees on the quantity and quality of the work performed and, thus, is outside the duty to bargain because the proposal would interfere with management's rights to direct employees and assign work under section 7106(A)(2)(A) and (B) of the Statute. The Agency's contention cannot be sustained.  [ v11 p 611 ]

In American Federation of Government Employees, AFL - CIO, Local 2849 and Office of Personnel Management, New York Regional Office, 7 FLRA No. 88 (1982), the Authority considered a proposal which required performance standards and critical elements to be consistent with the duties and responsibilities contained in a properly classified position description. The Authority determined that the proposal, by requiring consistency between position descriptions on the one hand, and critical elements identified and performance standards established for a position on the other hand, would not limit the agency's choice of critical elements or performance standards since the agency could always achieve consistency as required by the proposal merely by amending the position description. Thus, under the proposal, the right of the agency to assign work and to direct employees through establishing such elements and standards remained unaffected, subject to the procedural requirement that the position description involved accurately reflected the work assigned. Therefore, the Authority concluded that the proposal was within the duty to bargain under section 7106(b)(2) of the Statute.

The proposal at issue herein is substantively identical to the proposal considered by the Authority in AFGE, Local 2849. Therefore, for the reasons set forth in that case, Union Proposal 2 would not interfere with management's rights to direct employees and assign work under section 7106(a)(2)(A) and (B) and is within the duty to bargain under section 7106(b)(2) of the Statute.


Issued, Washington, D.C., March 17, 1983

Ronald W. Haughton, Chairman

Leon B. Applewhaite, Member



Henry B. Frazier III, Member, concurring:

In rendering decisions in negotiability cases, the Authority has often found it necessary to resort to the case record to understand the  [ v11 p 612 ] proposal and give it meaning.