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CLERICAL AGREEMENT
TITLE 18
JOB BIDDING, PROMOTION AND TRANSFER
Section 18.11 Bypass For Lack of Qualifications

Section Date Description
LA 15-22 7/7/2015 Gas Support Services – Lead Clerk
LA 11-43 10/25/2011 To update Exhibit A, Accounting and Computer Operations LOP. This LA cancels and supersedes LA R1-82-80, Organization and Training Plan for Computer Operations.
LA 03-03 2/5/2003 Revision of the Customer Service Representative Training Program.
P RC 13539 10/29/2002 Issue is moot and case is closed for a bypass on a job award to an Operating Clerk, Cupertino.
LA 01-54 10/12/2001 Lack of work in the Controllers organization = involuntary lay off. Notwithstanding the use of HH ees. in Customer Revenue Transaction headquarters for relief of absent ees., Co. shall issue 19.1(a) notices to employees in the classifications (Sr. Accounting Clerk I; Accounting Clerk; and Utility Clerk-Accounting) and headquarters (Accounts Payable; Budget (Rec. Mgmt.); Capital Accounting and Payroll). Such ees. shall have preferential bidding and transfer rights as outlined in Subsection 19.1(a) until such time as Co. notifies them in writing that such rights have been rescinded. Following reduction, Co. has effect the provisions of Title 18 in the Controllers organization to fill all vacancies noted in LA R2-00-34 and those exceeding the 12 positions identified in this LA.
LA 95-34 4/12/1995 To modify the test given to ees. at the end of the Svc. Rep. Training Program. by deleting a number of questions that are considered outdated. See also 18.8 and Exhibit A.
LA 92-67 5/1/1992 Amendment to Line of Progression of the 0241 Utility Field Clerk - Modesto of Gas Transmission and Distribution. See also Physical 601.1.
LA R1-91-132 8/23/1991 New typist test specifically teared to personal computer technology and will commence administering this test for new hires and be administered to transferees to classifications requiring a typing skill. See also Physical 205.11.
P-RC 1327 1/18/1990 Without regard to issue of timeliness of the grievance, case questioning Company's proper administration of the steno test closed pending conclusion of discussions on Company/Union proposals on the typing and steno tests. Adjustment, if any, will be based on outcome of the discussions.
LA 90-8 1/16/1990 Test requirements and/or administrative procedures for Typist, Steno, Materialsman, Auxiliary Operator/Asst. PPO, Gas Supply Coordinator, Maintenance Assistant, Materialsman, Meter Reader, Routine Hydro Clerk, Routine Plant Clerk and Word Processing Operator. See also 205.11 Physical.
P-RC 1203 9/22/1987 Five former agency employees were not hired by Company when Co. implemented ARB 128 (24.5), after unilaterally reducing the passing score on Clerical Test Battery. Grievants will receive severance package in without prejudice equity settlement. See 18.20 and Physical 205.11 and 205.22.
LA R2-86-170 1/22/1987 Clarifies LA 85-142 (this section) regarding testing policy and requirements for transfers to Clerical classifications. Also listed are requirements in effect prior to 7-1-86. See LOP.
LA R2-85-142 4/22/1986 Lists Clerical and Meter Reader pre-employment test battery exams, passing scores, experience that can be substituted for exams, and retesting provision. See LOP and Exhibit C.
P-RC 1049 3/12/1986 Meter Reader's three-day disciplinary layoff and subsequent discharge for continued failure to meet work standards upheld. See 24.1.
LA R1-83-85 10/3/1983 Former Utility Clerk at Clerk D rate in Gen. Srvs. who was awarded Operating Clerk position and found himself unable to perform work, will return to former classification and rate of pay.
LA 83-73 8/10/1983 Revises Computer Operator I and II training material. See LOP.
LA 83-76 8/9/1983 Agreement reached by Company and Union Meter Reader Committee. Includes job definitions of Head Meter Reader and Meter Reader, as well as standards and pilot program agreements. See Exhibit C.
LA R5-83-16 7/22/1983 Describes opening of Fairfield Computer Center. Establishes classification of Building Technician-Fairfield in General Office Building Department. Describes temporary upgrades to CO I, based on experience, with upgrades limited to accelerated training period not to exceed 12 months. Revises LA 82-80 to establish classifications of Senior Computer Operator, Fairfield, and Senior Computer Operator, GO Computer Center. See LOP and Physical 609.3.
LA R2-82-22 7/13/1983 Training and testing required for employees to be eligible to promote to Senior Service Representative. See LOP.
LA 83-13 3/7/1983 Establishes training course for Senior Computer Operators, developed by joint training and Labor/Management Committee of the Computer Operations Department. See LA 82-80, this section. See LOP.
LA 82-123 11/2/1982 Amends LA 82-80 (this section) by substituting amended Computer Operations LOP that reflect the language of revised Exhibit A, as agreed to in LA 80-77 (LOP). See LOP.
LA R1-82-80 7/19/1982 Revises Computer Operations Department classifications, lines of progression, testing and training. See LOP.
P-RC 722 3/30/1982 Bypass justified in case of Customer Service Clerk bidding to Sr. Svc. Rep. I, two months after becoming eligible to submit prebid, at which time Co.'s obligation to begin training began. In fact, no training began. Although employee was not qualified, Company recognizes obligation to provide training upon receipt of prebid, and will give grievant accelerated training. Good discussion of Company's obligation to provide training and cross training.
LA R4-82-4 3/22/1982 Employees transferring or bidding between departments in VP&C and Computer Operations Department will not be bypassed solely on lack of job knowledge and/or experience. Training and testing to senior classifications in VP&C are to be developed. See LOP.
LA 81-83 8/11/1981 Exempts two Senior Service Representatives I with extensive work experience in Customer Services Department from taking tests required to enter Service Representative classification, based on Fact Finding Case No. 1935-81-124. See LOP.
P-RC 628 6/16/1981 It is not a violation of the Agreement to train or assign an Assistant Foreman's Clerk as relief on COMPRESS terminal, normally the work of a Utility Clerk. However, an employee will not be bypassed to Assistant Foreman's Clerk due to inability to operate COMPRESS terminal or type. See LOP and Physical 612.1.
ARB 93 6/15/1981 Meter Reader, who was discharged for failure to meet work standards, was bypassed on transfer to Utility Clerk, VP and Comptroller's Organization. Since no record of poor performance existed there, where she had previously worked, she was granted the transfer and reinstated. Case settled prior to hearing. See 24.1.
RC 1517 6/3/1981 Bypass justified for intermittent Customer Services Clerk "D", who failed typing test prior to transfer to full-time Utility Clerk - Typist. Senior transfer applicant or senior bidder, other than a Typist or Stenographer, who is bidding for a Typist's or Stenographer's classification, may be re-tested on typing and/or shorthand skills if it has been more than one year since test was passed. Describes arrangements employee may make to prepare for test. See LOP.
LA 81-47 5/7/1981 Successful bidders to Office Machine Repairman classification shall attain a minimum score of 65% on the Office Machine Repairman Qualification Test. See LOP.
LA 81-8 1/20/1981 Employees who have previously held the position of Customer Services Clerk are exempt from the test requirements to enter the classification of Service Representative. See LOP.
RC 1509 9/4/1980 Grievant, Customer Services, San Jose was justifiably bypassed for lack of qualifications. Application reviews, which must be applied uniformly to all applicants, must not be used as the only determinant of employee's qualifications. Under these conditions, the application review does not violate the conditions of Arbitration No. 49, this section.
LA 79-28 4/4/1979 Resolves the rights of grievants in RC's 319, 320 and 412 (this section) and unilateral change of tests in San Francisco area. Union and Co. agree on number perception test and differential aptitude test - numerical ability. Passing scores are included. See 24.1 and LOP.
ARB 70 3/1/1979 Bypass unjustified. Company policy barring employee's supervision of immediate relative is inconsistent with contract and with reason. See 18.1 and 24.1 and Physical 7.1 and 205.1.
P-RC 412 2/9/1979 Unilateral change in testing, resolved by LA 79-28. Entry level and transfer re-test rights specified for clerical employees, San Francisco area, who were tested prior to 6-25-79. Refer to LA 79-28, this section. See 24.1 and LOP.
LA 79-94 8/13/1978 Computer Operations Department, Data Recording Section: reclassification, wages and production standards. See LOP.
PG&E Bulletin 5/1/1978 Employee testing policy on transfers to entry-level classifications. See Physical 205.11.
P-RC 341 3/29/1978 Bypass of a Machine Operator to Clerk D for excessive absenteeism; resolved within the framework of some guidelines regarding job attendance.
P-RC 319 & 320 12/7/1977 Company violated the agreement by a unilateral change of tests which evaluate potential employees, transfers and promotions. See 24.1 and Physical 205.11.
RC 1237 2/2/1976 Bypass of more senior grievant by more qualified appointee justified. Appointee, who was in same department and headquarters where vacancy occurred, was properly upgraded to position, and received training that qualified him.
LA 2120 8/8/1975 Performance standards, Data Recording, Vice President and Comptroller's Organization. See Lines of Progression.
RC 1023 5/10/1974 Bypass on temp. upgrade to Clerk B; training issue settled in accordance with ARB 49, this section. See 18.1.
ARB 49 1/21/1974 In case of clerical bypasses based on unilateral testing, San Jose Division will discontinue present Customer Services training and institute more positive program, similar to that in East Bay. Settlement of Arbitration does not prejudice Company's position with respect to issues raised. See 18.1.
RC 1181 8/30/1973 Bypass upheld by LIC, after referral returned from RC where issue was qualifications. Includes statements that Company has responsibility to inform prebidder of facts that would preclude his/her bid from being considered. See 18.4.
RC 1151 7/18/1972 Bypass of Senior bidder to Collector vacancy at Woodland proper. Grievant had not taken offered training, therefore, not qualified. See 18.13.
RC 1053 9/7/1971 Demotion to Clerk C from Clerk A for alleged poor performance followed by promotion to Clerk B. Case dropped at grievant's request; case closed without prejudice to either party.
LA 452 8/20/1969 Revision of Phase I and Phase II - Customer Service Clerk, training material and tests. See LOP.
LA 420 5/16/1969 Revised pre-employment test battery from long form to short form and revised test scores (Exhibit A). See LOP and Physical 109.2.
LA 275 5/2/1968 Customer Service Clerk - Phase II, training and testing requirements. See LOP.
LA 248 1/26/1968 Definition of phrase "at the top rate of pay of the next lower classification" and the filling of the Customer Service Clerk classification.
LA 138 2/15/1967 Customer Service Clerks: Clerical Testing Battery, training programs, filling of vacancies, and initial appointments in SF with their testing, training and seniority provisions. See LOP.
ARB 18 6/6/1962 Company may require married employees handling money to work in separate offices. See Physical 205.11.
ARB 16 7/12/1961 Company had adequate reason to bypass senior grievant for Clerk A position, in favor of employee with more training, experience, and ability. See 18.13.
RC 181 12/15/1960 Co. made mistake in utilizing Clerk A vacancy to reorganize job duties and improve customer services. Clerk B, who was entitled to preferential consideration, was bypassed for lack of qualifications to "new" Clerk A position, which later became a supervisor's job. See 24.1.
RC 165 3/6/1958 Because of differences of opinion regarding ability, Clerk D, who was originally bypassed for Clerk C vacancy, will be appointed to classification for a three-month trial period, where performance will be carefully monitored and reviewed.
RC 21 1/6/1955 Construction Clerk, a less qualified but senior employee, bypassed for lack of qualifications for Clerk B position in Electric Distribution office, Oakland. See 24.1.
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