CLERICAL AGREEMENT
TITLE 24
MANAGEMENT OF COMPANY AND MISCELLANEOUS
Section 24.1 Management of Company
| Section | Date | Description |
|---|---|---|
| PRC 23442 | 04/09/2019 | Gas Operations-San Ramon: This case involves the scanning and attributing of documents in Gas Transmission which was work performed by Operating Clerical, ESC Engineering Assistants and Contractors. Decision:The Pre-Review Committee reviewed the new requirements related to Gas Transmission mapping and the more complex, detailed attributing of such records. The Committee agrees that these specific requirements may be shared duties. Based on the decision above, this case is closed. |
| PRC 2377 | 12/19/2018 | Customer Care-Call Center-Sacramento: Case involves a Service Representative who was terminated for call avoidance in violation of the Contact Center Operations (CCD) Employee Conduct policy. Decision:The Review Committee agrees to reinstate the Grievant with provisions. |
| PRC 24181 | 11/14/2018 | Customer Care-Bill Print Mail-Sacramento: Accounting Clerk issued DML for unavailability and for not turning in her medical leave documentation in a timely manner. Decision: Committee agreed that the employees must take responsibility for obraining the proper medical documentation to support their leave requests. However Kaiser did not provide Grievant witht he proper medical documentation in a timley manner and ultimately acknowledged the delay in processing the paper work. DML is moot, Company to withdraw the DML and remove it from the Grievant's file. |
| Arb 321 | 12/16/2017 | Customer Service-CSR-Merced: Case concerns Termination of a CSR following an allegedly retaliatory statement to a co-worker and a customer complaint. Decision: Termination was for just cause. |
| RC 22443 | 07/19/2017 | EDSO-Restoration & Control-Fresno RMC: During an outage, the Company violated the Work and Resource (W&R) Electric Dispatcher job description by instructing customers on how to re-set their own circuit breakers. Decision:The Committee discussed this case at length . Although no violation of the agreement occurred , this decision is forthcoming following confirmation that the Dispatcher reading the Script asks the customer if they feel safe to flip the breakers in their own home , prior to instructing customers on the re-set process. This case is settled without precedent and without adjustment. |
| RC 23720 | 10/02/2017 | Customer Care-Contract Center-Sacramento:This case involves the dismissal of a Service Representative employee at the Sacramento Call Center for call avoidance. Decision: The parties have agreed to return Grievant to work, under a separate settlement agreement, due to special circumstances. The Union agrees to withdraw the grievance with prejudice and without precedent. |
| PRC 23639 | 11/02/2017 | Customer Care-Contract Center Operations-Stockton:This case concerns the discharge of a Customer Service Representative with five years of service for mishandling a customer call. Decision:The Committee agreed that, given the grievant's disciplinary record, the discharge for mishandling the customer call was for just and sufficient cause. |
| PRC 23853 | 04/05/2018 | Gas Operations-Gas Support Services-Chico: This case concerns the issuance of a Decision Making Leave (DML) to an Operating Clerk for unloading and then, dropping a valve with a forklift he was not certified to operate. Decision:The parties agree to close this case without precedent as it is now moot.The Grievant's failure to report the in cid ent to Management wa s part of th e Company's decision to issue the DML. |
| PRC 22807 & 22870 | 03/15/2017 | Customer Care-Contact Center Operations-Fresno: This case concerns a Decision Making Leave (DML) issued to a Customer Service Representative (CSR) for continued work performance problems related to mishandling customer calls, and the Grievant’s subsequent termination for making a threat of violence against her supervisor and obstructing a Corporate Security Investigation. Decision: The Committee agreed that the DMl and subsequent termination were for just and sufficient cause. |
| PRC 23209 | 10/31/2016 | Clerical-Call Center-Fresno: Case concerns the termination of Service Representative for violating the Code of Conduct by accessing adult content on Company property. Decision: The committee agreed the termination was for just cause in this instance. |
| PRC 23278 | 10/31/2016 | Clerical-Contact Center-Sacramento: Case concerns a Grievant who has been on LTD and had their employment/benefits terminated for engaging in unprofessional communication, both over the phone and in email correspondence. Decision: After review of Corporate security reports the Committee agreed the termination was for just cause. |
| PRC 23410 | 10/31/2016 | Customer Service Representative- San Jose: Case concerns a CSR who was issued a written reminder (WR) for alleged violations of the CCO Employee Conduct Supplement by engaging in an inappropriate conversation with a customer. Decisions: The Committee discussed this case at length at every step of the grievance procedure and was unable to reach an agreement on the appropriate level of discipline. The discipline is deactivated rendering this grievance moot. |
| PRC 22619 | 10/31/2016 | Clerical-Contact Center-Sacramento: Case concerns a Grievant who has been on LTD and had their employment/benefits terminated for engaging in unprofessional communication, both over the phone and in email correspondence. Decision: After review of Corporate security reports the Committee agreed the termination was for just cause. |
| RC 22527 | 10/31/2016 | Clerical-Call Center-Fresno: Case concerns the termination of Service Representative for violating the Code of Conduct by accessing adult content on Company property. Decision: The committee agreed the termination was for just cause in this instance. |
| PRC 22764 PRC 22892 | 9/16/2016 | Customer Care- Local Office- Clearlake: Case concerns the termination of a Customer Service Representative for violating the ECC by using confidential customer information to contact the customer after hours for non-work related reasons and for being dishonest during the Company investigation of the customer complaint. Decision: After review of the video footage, the Committee agreed the termination was for just cause. |
| RC 23031 RC 23031 | 8/24/2016 | Gas Operations- Operating Clerical-Napa: Case concerns the Company’s denial to pay bypass pay to an Operating Clerk at the Napa Hq for prearranged overtime assignments during a storm. Decision: Equity settlement that will allow the grievant the opportunity to work an additional 25 hours of prearranged overtime for overtime equalization. |
| RC 23022 | 8/24/2016 | Electric- Operating Clerical-Colma: Case concerns the company denial to pay bypass pay to an Operating Clerk at the Colma HQ for prearranged overtime assignments during a storm. Decision: Equity settlement that is specific to this case that will allow the grievant to work an additional 5 hours of prearranged overtime for the overtime equalization. |
| RC 23028 | 8/24/2016 | Gas Operations-Field Services-San Rafael: Case Concerns the Company’s denial to pay to an Operating Clerk at the San Rafael HQ for two prearranged overtime assignments during a storm event. Decision: One-time equity settlement specific to this case allowing the Grievant to work a prearranged overtime assignment equal to 8.5 hrs |
| RC 23027 | 8/24/2016 | Electric-Operating Clerical-San Rafael: Case concerns the Company’s denial to pay bypass pay to a Foremen’s Clerk at the San Rafael HQ for prearranged overtime assignments during a storm event. Decision: No bypass occurred. Case closed without adjustment. |
| RC 22743 | 8/24/2016 | Electric- Operating Clerical-Colma: Case concerns the company denial to pay bypass pay to an Operating Clerk at the Colma HQ for prearranged overtime assignments during a storm. Decision: Equity settlement that is specific to this case that will allow the grievant to work an additional 5 hours of prearranged overtime for the overtime equalization. |
| RC 22742 | 8/24/2016 | Gas Operations-Field Services-San Rafael: Case Concerns the Company’s denial to pay to an Operating Clerk at the San Rafael HQ for two prearranged overtime assignments during a storm event. Decision: One-time equity settlement specific to this case allowing the Grievant to work a prearranged overtime assignment equal to 8.5 hrs |
| PRC 22959 | 8/24/2016 | Electric-Operating Clerical-San Rafael: Case concerns the Company’s denial to pay bypass pay to a Foremen’s Clerk at the San Rafael HQ for prearranged overtime assignments during a storm event. Decision: No bypass occurred. Case closed without adjustment. |
| RC 22910 | 4/22/2016 | Business Managers Grievance 14-02-All-Mileage to Training: Case concerns whether the Company is required to pay mileage reimbursement to Tile 200 employees who use their personal vehicles to travel between lodging and training facilities during training assignments. Decision: The Committee agrees when employees are authorized to use their personal vehicles during a training assignment, the payment of mileage reimbursement as defined under Section 201.6. |
| PRC 22895 RC 22700 | 4/13/2016 | Customer Care-Customer Service Office-West Sacramento: Case concerns the termination of a Customer Service Representative (CSR) for violating the Employee Code of Conduct (ECC) by using her knowledge of PG*E’s collections processes to avoid paying outstanding debts; and violated the CSO Employee Conduct Summary by accessing her personal account 21 times, and a family members account on 2 occasions without a valid business reason to do so. Decision: Termination was for just cause. |
| PRC 23351 | 2/19/2016 | Customer Care-Local Office-Oroville: Case concerns the termination of a Customer Service Representative 1 (CSR1) for violating the Employee Code of Conduct (ECC) by forging his co-worker’s LAN ID signatures without their knowledge or consent. Decision: Termination was for just cause. Case closed without adjustment. |
| PRC 22659 | 2/19/2016 | Customer Care-Call Center Operations-Fresno: Case concerns the termination of a Customer Service Representative (CSR) for call avoidance. Decision: Parties agree that the CSR’s primary responsibility is to assist customers as timely as possible, and when not assisting customers, to be available to take the next call. In this case, the Grievant failed to follow the appropriate procedures to ensure that he timely carried out his core responsibilities. Termination was for just cause. |
| PRC 22616_22641 | 2/19/2016 | Customer Care-Local Office-Oroville: Case concerns the termination of a Customer Service Representative 1 (CSR1) for violating the Employee Code of Conduct (ECC) by forging his co-worker’s LAN ID signatures without their knowledge or consent. Decision: Termination was for just cause. Case closed without adjustment. |
| RC 22307 | 2/19/2016 | Customer Care-Call Center Operations-Fresno: Case concerns the termination of a Customer Service Representative (CSR) for call avoidance. Decision: Parties agree that the CSR’s primary responsibility is to assist customers as timely as possible, and when not assisting customers, to be available to take the next call. In this case, the Grievant failed to follow the appropriate procedures to ensure that he timely carried out his core responsibilities. Termination was for just cause. |
| PRC 22719 RC 15574-83-7 | 9/16/2015 | Customer Care- Call Center-Fresno: Case concerns the termination of a Customer Service Representative (CSR) for unavailability and failure to return to work or submit completed leave of absence paperwork for continued medical leave. Decision: Based on the facts that the Grievant demonstrated knowledge of the process and requirements as outlined in the 10 day letter and failed to follow them the Committed agreed the termination was for just cause. |
| PRC 23410 BUS MGR 15-04_23159 | 5/1/2015 | Business Managers Grievance 15-04-Clerical-System wide: Case concerns the Company disparately applied the PRC case 21052 decision to its employees hired into Call Centers Operations starting on or about 12/15/2014: Decision: Company to submit a list of names of current employees that the parties agree will receive the experienced pay rate, wage adjustment, and back pay. |
| PRC 22732 | 4/20/2015 | Gas Operations- Operating Clerical-Napa: Case concerns the Company’s denial to pay bypass pay to an Operating Clerk at the Napa Hq for prearranged overtime assignments during a storm. Decision: Equity settlement that will allow the grievant the opportunity to work an additional 25 hours of prearranged overtime for overtime equalization. |
| PRC 22660 | 12/18/2014 | Customer Care-Credit & Records-Stockton: Case concerns an Oral Reminder issued to a Customer Service Representative (CSR) for emailing a picture that was not professional in nature to various employees. Decision: The discipline has deactivated, rending the issue moot. |
| RC 22062 | 6/13/2014 | Customer Care-Office Services-Livermore: Case concerns the termination of a Senior Service Representative for misappropriation of Company funds and failure to follow Money Management Rules and Guidelines. Grievant was reinstated with conditions and terms. |
| LA 14-32 | 7/9/2014 | CSR New Hire Training Program |
| LA 14-01 | 1/13/2014 | Company proposal to consolidate guidelines for localized incentive/recognition/reward programs |
| LA 13-89 | 12/6/2013 | Company proposal re compensable time for Internet-based test (IBT) for WOI, IST, CTB, and PTB at work. |
| LA 13-85 | 11/19/2013 | Company proposal re Customer Service Representative training |
| P RC 21312 | 9/26/2012 | The discharge of a Sacramento Sr. Customer Service Representative I for customer complaints that he was disrespectful and rude was for just cause. |
| P RC 18638 | 5/20/2009 | Oakland CSR was terminated for falsification of time card. The grv. had ample opportunity to correct her absence and chose not to. Case closed without adjustment. |
| P RC 18235 | 2/27/2009 | Just cause for the DML issued to a CSR for his inappropriate behavior towards a customer following an incident with the customer. |
| P RC 17994 | 2/6/2009 | The discharge of an Oakland CSR was for just cause for violating the credit policies of the BPP (Balance Payment Program) in order to extend the customers credit beyond that they were not entitled to receive. |
| P RC 17743 | 1/14/2009 | Just cause for the termination of a San Jose CSR for misuse of Utility Balance Payment Plan for personal benefit in violation of USP1. |
| P RCs 17449 17469 17594 17839 18027 | 1/14/2009 | Customer Care Bill Print, Mail, Payment & Processing Customer Contact Operations and Support Services employees discharges for manipulation of the employees own or another employees customer account in violation of USP1 and Customer Care policy were all for just and sufficient causes. Cases were closed without further adjustments. |
| RC 16131 | 9/7/2006 | A West Sacramento Utility Machine Operator was reinstated with 50% back pay from the termination for failure to return from LOA. Benefits in tact, however, will be placed on a WR in the attendance category for 12 months period. |
| LA 06-34 | 6/16/2006 | Proposes that the Relocation Dept. make arrangements to work with individual ees. who will remain on a temp. assignment beyond 12 mos. to determine the amount the Co. will gross up their temp. assignment expenses. |
| LA 06-19 | 4/25/2006 | To implement new tools, processes and operational approaches, Co. implemented Business Transformation. Some of the changes modify the clerical functions consolidating and centralizing clerical work into Resource Management Centers (RMCs) specific to work performed by Utility Clerks-Operating, Operating Clerks, Sr. Operating Clerks, Foremans Clerks, Assistant Foremans Clerks, Routine Field Clerks, First Field Clerks, Sr. Field Clerks, Maintenance Assistants, and Shop Clerks. |
| P RC 16199 | 2/16/2006 | The discharge of a Sacramento Call Center Service Rep. for submitting falsified documents to support funeral leave taken was for just and sufficient cause. |
| LA 05-68 | 12/15/2005 | To extend the provisions of LA R1-05-63 and will expire at the end of the Initiative Team assignments which will be determined by the Co. and are not intended to set precedent. |
| LA R1-05-63 | 11/28/2005 | During BU employees participation with the Co.s Business Transformation for Employee Engagement on Initiative Teams in the design and implementation phases, the following will apply for employee-related expenses: long-term lodging, commute expenses and travel time. These provisions expire on 12/16/05 and are not intended to set precedent. |
| Arb. 271 | 11/17/2005 | The Co.s use of pay stations does not violate the agmt. in light of its announced closing of all front counter operations at all of its customer service offices. |
| P RC 15773 | 11/10/2005 | Rather than upgrading a Utility Clerks to Service Rep. on long-term for additional workload, Company agrees to begin filling Customer Svc. Rep. positions in Stockton on a regular basis. |
| LA 05-55 | 10/28/2005 | Company has purchased new software, SAP, for its Payroll and HR data and processing needs. Due to its limitations and capabilities to assess contractual provisions which would be difficult or impossible to administer in SAP, the Premium Standardization Comm. was charged with this review and for making recommendations. |
| P RC 15604 | 8/5/2005 | Just and sufficient cause for the discharge of a Stockton Service Rep. for imposing a security deposit on a customer as a result of a personal feud. |
| LA 05-26 | 6/10/2005 | To promote proper design and implementation of Business Transformation and infrastructure investment consistent with relevant contractual provisions. |
| P RC 15353 | 5/12/2005 | Work jurisdiction. Agrees that customer notifications in the New Business or WRO (Work Requested by Others) processes are a shared duty among IBEW, ESC and management employees. |
| P RC 14998 | 2/16/2005 | Just cause for the WR given to an Ope. Clerk Typist, Fresno, for insubordination by e-mail. |
| P RC 15119 & 15122 | 2/16/2005 | No violation of the agreement occurred when Co. reduced to one prebid code per classification (Clerical) per location within Area 2 at East Bay, Diablo and Mission Divs. |
| RC 15015 | 12/30/2004 | Discharge of a Willow Creek Srv. Rep. for making false, misleading and fraudulent material representation regarding physical activities and abilities; Comm. agrees that if the employees Workers Comp. claim is accepted, then she would be entitled to supplemental benefits for the period of temporary disability. |
| LA 04-53 | 11/30/2004 | To facilitate a reduction in facilities costs and to more strategically align services provided by the Reprographics Dept., the Co. relocates the Addressograph Machine from Mail Services to Reprographics of 77 Beale building. |
| LA 04-52 | 11/12/2004 | Co. proposes a 24-month New Business Pilot; encourage developers to come to PG&E for their new business work by committing to meet all reasonable schedule requests. |
| P RC 14121 14188 14217 14228 14369 14378 | 10/21/2004 | To resolve the CorDaptix system implementation issues, the PRC notes that the changes in duties between the Customer Services and Opeating LOP are being addressed in the proper forum through the PEQ process. |
| P RCs 14125, 14126, 14288 & 14289 | 10/21/2004 | In most locations the FORS work should be assigned to an Operating LOP classifications; where there are no Operating clerical employees and FORS work is assigned to a Foremans Clerk or Asst. Foremans Clerk, then the assignment is to remain with them. Company has the right to move the work to headquarters where there are Operating clerical employees. |
| RC 13583 | 12/11/2002 | Stockton Service Representative was discharged for inadvertently pasting a pornographic comment on a customers record and inappropriate and excessive use of e-mail; however, was reinstated without back pay, but will be placed on a DML effective for one year from the date of return. |
| LA R1-02-18 | 5/20/2002 | Superceded Letter Agreements (LA 01-07, 99-44, 99-29, 99-12, 98-20, 98-03, & 95-153) as relating to call monitoring. This LA revised Call Monitoring process (6-9 month pilot) utilizing Comprehensive Call Monitoring (CCM) and Supplemental Call Monitoring (SCM) to improve call quality, identify training needs, and ensure compliance with company and regulatory mandates. |
| LA 02-17 | 5/3/2002 | That Call center employees be given an opportunity to take time off throughout the year without pay in weekly increments. |
| P RC 11866 | 1/23/2002 | The centralization of paving tag processing work from Marysville to Auburn will not reduce the job levels. Case closed without adjustment. |
| P RC 12627 | 11/28/2001 | After a thorough investigation and tracing phone report, a DML given to a Sacramento Call Ctr. Svc. Rep. for disconnecting two customer calls resulting in complaints was for just and sufficient cause. |
| RC 12738 | 9/13/2001 | The discharge of a San Jose CC Sr. Svc. Rep I for disconnecting two customers was reduced to a DML effective for one year from her date of return. Agreed by reinstating with benefits intact as a Svc Rep with back pay at the Svc Rep rate. |
| P RC 12305 | 8/8/2001 | Given that the Sacramento Call Center Sr. Svc. Rep. was given twice written 10-day notice of her responsibility to provide the paperwork, the discharge for being off work and failing to submit a Leave of Absence application was for just cause. |
| P RC 12197 | 5/8/2001 | The amount of money and the length of time involved constitute just and sufficient cause for the discharge of an East. Oakland Svc. Rep. (almost 23 years of svc) for writing personal checks to the Company for which there were insufficient funds in her account (the grv. did not make any effort to clear her checks (totaling $570) for the 7 mos. she worked between cashing them and the time she went off sick for the 10 mos. she was off). |
| P RC 12198 | 5/7/2001 | Discharge is for just cause of an East Oakland Svc. Rep. for cashing employees personal checks, failing to timely deposit collections (totaling $26,858) and for using Company funds for personal use (using $3,000 for her own real estate transaction, however, she had paid it back). Delaying of deposits, holding checks while giving the cash and utilizing Company funds for personal use are all examples of theft of cash. |
| P-RC 10899 | 1/9/2001 | DML given to Sacramento Call Center Svc. Rep. for prematurely disconnecting a customer call was considered moot. Grievant is currently on LTD and is not expected to return. Case closed without prejudice to the position of either party. |
| P-RC 10656 | 12/4/2000 | Discharge is for just cause to a Fresno CC Svc. Rep. for inappropriately accessing customer information and then using that information for personal reasons. Being a short term employee, the grievant went over the line to consider mitigation. |
| Arb 234 | 11/17/2000 | Termination of the Oakland Utility Clerk for unacceptable work performance did not have just cause; when it was discovered after the employees termination that he had taken money from his cash box, the employee is not entitled to be reinstated, but is entitled to back pay. |
| Arb. 240 | 11/6/2000 | The CSR who was terminated for manipulating the phone console to avoid and reduce availability to receive incoming calls was reinstated to employment as a customer service operator without loss of seniority. CSRs dismissal shall be converted to a disciplinary suspension without pay. |
| P-RC 11534 | 8/30/2000 | No-call/No-show the day after being C&Cd on tardiness that lead to the termination of the Sacramento Call Center Service Rep. Prior to termination, the SR was on an active DML for |
| LA R1-00-40 | 7/31/2000 | Proposed that the Exh. C Meter Reader Agmt. of the Clerical Agmt be replaced with the Exhibit XVII of the Physical Agmt in conjunction with the agreed to movement of Meter Readers from the Clerical Agmt. to the Physical Agmt. effective 1/1/2000. |
| P-RC 10322 & P-RC 10558 | 6/15/2000 | The discharge of a San Jose CC CSR for engaging in call avoidance activities is for just cause although the Comm. cannot make a determination as to whether this grievance was timely filed as there is insufficient information to draw any conclusion. |
| RC 11613 | 6/9/2000 | Manipulating customers calls from Call Centers concerns this case. The Co. agrees to continue to communicate the expectations to the CC ees. noting the seriousness of certain behaviors and the Union acknowledges that those ees. have been warned of the possible consequences of their actions. In addition, Co. agreed to remove the word immediate from the CC Conduct Supplement. |
| P-RC 2189 | 3/1/2000 | No violations occurred when the Company assigned the Call Center Service Rep. to process customer high bill inquiries (ECIs, Energy Cost Inquiries) and also to make adjustments and rebates. See also 607P. |
| P-RC 2247 | 1/19/2000 | DML and discharge was for just and sufficient cause for an Oakland Credit Rep. who accepted cash payment from customers, falsified Company work records, failed to properly safeguard Company funds twice, and altered customers record without authorization. See also 607. |
| P-RC 2237 | 1/12/2000 | A Fresno Call Center Cust. Svc. Rep. discharged for avoiding customer incoming calls was reinstated with backpay; benefits intact except for vacation forfeiture; but DML eff. for 1 year for misuse of Good Friday time off. In addition, WR for abuse of sick leave will go to 701 file and there will be on-going monitoring of the grievants performance and need for additional training. See also 607P. |
| P-RC 2243 | 1/12/2000 | Termination of a San Francisco Service Rep. was appropriate and for just cause for not properly safeguarding Company funds, i.e. cash shortage and, in addition, was on DML for attendance and tardiness problem. See also 607. |
| P-RC 2236 | 11/23/1999 | A Fresno CC Cust. Svc. Rep who was discharged for work avoidance was reinstated; backpay with benefits intact, but was given a WR in the work performance category for one year. See also 607. |
| P-RC 2223 | 9/20/1999 | A WR is for just cause when an intoxicated Ope. Clerk Typist behave inappropriately (pulling the fire alarm and conduct an abusive behavior) while attending a Company sponsored Christmas part at the San Ramon Learning Center. |
| RC 1825 ARB 233 | 8/3/1999 | A San Jose CC Service Rep. who was discharged for disconnecting customer calls was reinstated as a Utility Clerk in Richmond; 50% backpay less outside earning or unemployment; career preclusion from the SR classification; DML for 1 year following reinstatements; and non-precedential settlement. See also 607. |
| LA R1-99-52 | 7/8/1999 | Propose to read water meters in the City of Gonzales under a pilot program for a period of 6 months (beginning in Sept. or Oct., 1999). See also 3.1, 19.17 and Exh. C. |
| P-RC 2197 | 7/6/1999 | Discipline and restitution was appropriate to an employee from carrying an ineligible dependent on Co. benefit plans. With regards to other similar cases, agreed that employees will be required to make restitution of up to 2 years premium equivalents, but not to exceed $7,500, but may need to revisit this amount as the Co.s costs continue to rise. See also 7.1P and Benefits. |
| P-RC 2200 | 4/29/1999 | A long service Sr. Service Rep. I, who participated in the break-in of a supervisors file cabinet will be allowed to retire in lieu of a just cause discharge for violation of the Emp. Conduct Std. Practice 735.6-1. |
| P-RC 2112 | 4/20/1998 | Utility Clerk issued WR for failure to safeguard cash - reduced to OR; but subsequent failure to safeguard resulted in DML that was not grieved and is active. |
| P-RC 2106 | 2/12/1998 | Meter Reader issued DML for allegedly short-dialing. Grievant subsequently resigned. Case closed without prejudice or adjustment. |
| P-RCs 2093 & 2097 | 1/23/1998 | DML for deliberately disconnecting, transferring or muting customer call sustained in one case, reduced in the other. |
| P-RC 2091 | 7/18/1997 | Company discharged "AWOL" employee who did not return Leave of Absence form timely. Discharge reversed, leave granted, substantial back pay granted. |
| P-RC 2104 | 7/18/1997 | Grievant was issued a Written Reminder for granting improper adjustments to customer account; P-RC unable to agree if just cause existed; issue become moot by deactivation. |
| RC 1804 | 5/16/1997 | Employee was discharged for alleged theft of $100 cash from customer's payment. Customer later recanted claim of paying $100 cash. Grievant reinstated with partial backpay and at DML level of positive discipline. |
| Arb. 211 | 10/25/1996 | Discharge of a Meter Reader for curb read. Union argued was either a misread or the result of "short dialing." Arbitrator concluded it was a curb - discharge sustained. See also Exh.C. |
| FF# 6312 | 8/20/1996 | Discipline for harassment related to medical condition is to be consistent with harassment based on race/sex. See also 1.2 and Physical 7.1. |
| PG&E's Ltr. | 7/16/1996 | Wearing uniforms on a voluntary basis. |
| Co.'s Fax Ltr. | 7/11/1996 | Vehicle Smoking Policy. See also 24.1 and Physical 7.1 and 105. |
| P-RC 2055 | 6/20/1996 | Grievant not a member of GLIP, terminated after WCAP benefits expired. Signed Comp. & Release with WCAB withdrawing grievances. See also Physical 7.12 |
| P-RCs 2056 & 2057 | 5/31/1996 | Discharge of a CSR for attendance and improperly accessing and modifying her personal utility account records - sustained. See also Physical 7.1 and 607. |
| P-RC 2058 | 5/31/1996 | Call Center CSR discharged for accessing own account and granting credit extensions and deleting 15 day/48-hour notices. Inconsistent treatment resulted in reinstatement at DML and 1/2 back pay. See also Physical 7.1 and 607. |
| Arb. Case 215 | 5/16/1996 | Grievant was issued DML for unauthorized use of PSEA clubhouse and was discharged for avoidable auto accident. DML and termination sustained. See also Physical 7.1. |
| P-RC 2051 | 4/19/1996 | A Meter Reader on DML released from work to go to physical therapy, but went home four times - discharged - overturned due to mitigating factors. See also 7.1P and Exhibit C. |
| Arb. Cases 205 207 | 2/8/1996 | Discharge of Service Rep. for adding ineligible dependent to medical plan coverage - reinstated without backpay based on several mitigating factors. |
| RC 1794 | 1/30/1996 | Discharge of Cust. Serv. Rep. for making threatening and harassing phone call to customer - sustained. See also 7.1 Physical. |
| LA 96-07 | 1/25/1996 | To establish a six-month pilot administrative procedure for extending the straight-time work hours of part-time employees in the Company's Call Centers. See also 10.7, 17.5, 19.17 and Physical 607. |
| P-RC 2008 | 1/18/1996 | DML for Cust. Svc. Rep. willfully disconnecting customer deactivated and is moot. See also 607 Physical. |
| LA 95-153 | 12/26/1995 | Establishment of the principles that should be followed if the Co. elects to conduct remote monitoring or silent listening in its Call Centers in the future. See also 19.17 and Physical 607. |
| P-RC 2032 | 12/22/1995 | Sr. Meter Reader discharged for unauthorized use of Co. vehicle upheld. Action WR for same reason; transporting stolen property and non-employees. See also Exhibit C. |
| LA 95-108 | 8/22/1995 | To establish procedures for staffing bilingual position at SF Mission St. Joint Payment Facility in consistent with the provisions of LA R1-95-33. See also 18.6, 18.17, 19.17 and Physical 609. |
| Arb. 198 | 9/14/1994 | The Co.'s use of Buypass/Buypay to process customer payments at paystations and the Co.'s use of LOPP does not violate the clerical agreement. The grievance is denied. See also 19.17 and 24.5. |
| LA 94-65 | 8/4/1994 | Establish a Systemwide Labor Management Committee for the Customer Services Dept.'s Meter Reader function. See also 21.8 and Exhibit C. |
| LA 94-61 | 7/25/1994 | Summary on the implementation of bilingual phone service at Company's Call Centers. |
| RC 1767 | 6/9/1994 | Just cause for discharge of a Sr. Service Rep. for poor work performance; case settled by giving grievant voluntary severance. |
| LA 94-10 | 1/21/1994 | Changes to paragraphs 5 & 6 of Appendix I of PG&E's Drug-Free Pipeline Policy as described in LA R3-90-86. See also Physical 7.1 and 604. |
| P-RC 1698 | 10/12/1993 | Termination of a Meter Reader in San Jose Div. for allegedly curbing assignment route. Just cause for discipline. See also Exhibit C. |
| P-RC 1640 | 6/8/1993 | Just cause for issuing DML to Utility Clerk in Ukiah for openly tape recorded routine conversations in business office without permission. See also Physical 7.1. |
| LA 92-110 | 7/30/1992 | SF Clerical On-the-Job Training to provide on-site clerical exposure for student observers. See also 13.5. |
| Arb Case 183 | 5/7/1991 | Use of pay stations does not violate contracts; the Co. violated the contract by failing to give notice before using pay stations while displacing unit employees. See 2.1, 24.5 and 2.1P. |
| LA R3-90-86 | 3/22/1991 | Drug-Free Pipeline Program. See also Physical 7.1, 604. |
| P-RC 1450 | 3/8/1991 | Need for supervisors to be clear with stewards and employees at end of investigatory meetings as to status of decision to discipline - misunderstanding arose when steward/grievant thought case had been settled at "first step" after an investigatory meeting and grievant then received Written Reminder. See also Physical 7.1. |
| LA 91-1 | 1/3/1991 | Initiate a vanpool commuter prog. in North Bay Div.; a joint pilot prog. combined with the Compressed Natural Gas 9CNG) effort, currently being implemented in San Rafael; vanpools will be made available to employees for commuter purposes. See also Physical 7.1. |
| Arb Case 180 | 10/9/1990 | Termination of a Meter Reader for unsatisfactory attendance record such as tardiness, leaving work early and days off. |
| P-RC 1292 | 8/9/1990 | Guidelines as to how supervisors' Operating files are to be maintained and what access employees and other supervisors may or may not have to information in the files. See 106.11 and Clerical 17.11. |
| LA 90-178 | 7/27/1990 | Amends Positive Discipline Guidelines (LA 87-189, Physical 102 and Clerical 9) by moving "Backing Accidents" from Conduct category to Work Performance category, Section IV B. Includes guidelines for conversion procedures for those with active discipline resulting from safety violations in conduct category at time of change. See Physical 102 and Clerical 9. |
| P-RC 1316 (LA 89-164) | 11/03/1989 | Retroactive application of LA 89-164 (this section) which places safety infractions into the Work Performance category under Positive Discipline. See 102. |
| LA 89-164 | 9/7/1989 | Amends Positive Discipline Guidelines (LA 87-189, 102P and 9C) by moving "Failure to Adhere to Safe Work Practices and Accident Prevention Rules" from Conduct category to Work Performance category, Section IV B. See also Physical 102 and Clerical 9. |
| P-RC 1322 | 5/1/1989 | 17-year Service Representative discharged for falsification of records to be reinstated at Written Reminder level in Conduct category with appropriate back pay. Appropriateness of Company knowingly paying a false claim and then taking disciplinary action questioned. |
| LA 89-24 | 1/30/1989 | In instances where an employee's receipt of documentation on an Oral Reminder or Written Reminder exceeds three working days, the time limit for filing a grievance over that disciplinary action shall be extended an equivalent number of days. See 102.3P and 9.3C. |
| LA R4-87-55 | 1/17/1989 | PG&E's "Policy for First-Time Violators of Certain Company Drug Prohibitions". This particular document does not include reference to alcohol-related prohibitions. See 7.1P. |
| P-RC 1164 | 6/7/1988 | Discipline for continued tardiness was reduced from three days off to two. Union argued that grievant was being singled out for discipline. |
| ARB 155 | 2/9/1988 | Discharge upheld in case of employee who admitted sharing one marijuana cigarette with fellow employee during work hours. Sharing is interpreted as "providing" which is prohibited by the Drug Prevention Policy. |
| ARB 144 | 6/24/1987 | Discharge upheld in case of Meter Reader for alleged curbing of one meter. |
| ARB 137 | 12/8/1986 | Discharge upheld in case of two Credit Representatives alleged to have withheld cash collections, falsified records and misused Company time. Another Credit Representative discharged for the same reasons was reinstated without back pay: Cash was not knowingly turned in late, although past disciplinary record justified some discipline. |
| P-RC 1127 | 10/23/1986 | Discharge upheld in case of Utility Clerk discharged for defrauding fellow employees by spending money which grievant collected for Super Bowl pool. |
| P-RC 1074 | 4/22/1986 | Discharge of Utility Clerk for curbing of one meter upheld. Utility Clerk had been assigned to read meters for 75% of the time. |
| ARB 132 | 3/27/1986 | Meter Reader's discharge upheld in case involving grievant's actions toward customer in dress shop. Actions were judged improper. Past disciplinary history a factor in decision. |
| P-RC 1049 | 3/12/1986 | Meter Reader's three-day disciplinary layoff and subsequent discharge for failure to meet work standards upheld. See 18.11. |
| PG&E Memo with Bus. Mgr.'s Letter | 3/12/1986 | PG&E "Fitness for Duty Procedure" with Union statement that employee may be required to have physical exam, but may refuse to have blood or urine screened. If he/she agrees to have blood or urine screened, may refuse to sign results of screening, and doctor will use physical exam to determine fitness for duty. See 7.1. |
| ARB 129 | 8/27/1985 | Discharge of Meter Reader for alleged curbing justified. Evidence in 16 out of 17 alleged curbs was circumstantial; one justified discharge. See Exhibit C. |
| ARB 126 | 6/13/1985 | Former ARB 126 resolved in Fact Finding decisions. Investigation of reprimand for failure to manage flextime properly led to discharge for falsification of medical and dental visits. Past history a factor. See 7.8 and Physical 112.8. |
| ARB 136 | 6/12/1985 | Utility Clerk, a public contact employee, reinstated to classification without back pay under listed conditions following discharge for reporting to work with odor of alcohol on breath. Previous ungrieved discipline for same charge a factor. |
| RC 1609 | 5/23/1985 | Fremont Utility Clerk, unable to work at Fremont Office because of disabling allergic reaction to cigarette smoke, was discharged after rejection of transfer to non-smoking Hayward office. Good discussion of difficult balance between smokers and non-smokers. See 20 (105.1), and Physical 7.1 and 105.1. |
| 2-27-85 | 2/27/1985 | Union response to PG&E Drug Prevention Policy regarding discipline, the grievance procedure, and precedent, with Company's answer. See Physical 7.1. |
| P-RC 902 | 1/18/1985 | Discipline of three days reduced to one, for Meter Reader who recorded an incorrect read. Factors included comparable cases and a dog at residence. See Exhibit C. |
| ARB 119 | 10/29/1984 | There was just cause to discharge Meter Reader in case involving Customer complaint of rudeness (meter was in bedroom), alleged harassment of Supervisor and assault on Supervisor during an audit. |
| P-RC 898 | 5/25/1984 | In case of Utility Clerk's being repeatedly late and unavailable for work due to illness, ten days off not appropriate. Will receive two days off and "final" letter, which will be followed by discharge unless record improves. If availability improves, applicability of letter will be canceled, as well as requirement to provide proof of illness. See 7.8 and Physical 7.1 and 112.8. |
| P-RC 807 | 5/11/1984 | Contract not violated by Company's not filling a vacant Operating Clerk's position, although a Utility Clerk had been assigned duties normally performed by Operating Clerk for 3-1/3 hours a day for two weeks. See 13.4. |
| P-RC 900 | 5/11/1984 | Disciplinary letter appropriate for Meter Reader who failed to meet established agreed-to standard for time period in question. See Exhibit C. |
| P-RC 919 | 4/10/1984 | Customer Services Clerk, a head cashier, discharged for just cause, cashing employee checks and then using the funds, holding the checks and showing a balanced state. Grievant had instructed other employees to provide this service to Company employees. |
| P-RC 918 | 4/5/1984 | Head Cashier had trained grievant that it was acceptable to hold employee issued personal-checks without depositing them in daily Receipts and Balance, treating checks as cash. Customer Services Clerk followed above procedure, was discharged and then reinstated with five days disciplinary leave. |
| P-RC 890 | 4/2/1984 | Contract not violated by Company's reclassifying a vacant Senior Operating Clerk position to a Senior Operating Clerk-Typist position since typing is needed in this case. |
| P-RC 847 | 12/23/1983 | Five Meter Readers received one day off without pay for congregating, having lunch together. Discipline rescinded for first person in restaurant, who was not obliged to play policeman to other four. Committee recommends Division review its policy on congregation, making it more flexible. |
| ARB 111 | 9/1/1983 | Sharp jump from gradual progressive discipline to discharge not justified for Meter Reader found sleeping/resting in car, taking extended lunch break and performing paperwork on route. Long, good record and mitigating circumstances, which included medical problems, were factors in decision to reinstate without back pay. |
| ARB 105 | 3/30/1983 | Discharge of Meter Reader for congregating, followed series of ungrieved alleged violations of work rules by same employee. Arbitrator found grievant's record of recurring violations of rules justified discipline, but not discharge, and ordered employee reinstated without back pay. |
| PG&E Letter | 3/18/1983 | Employees will no longer be subject to discipline for garnishment alone. Those whose wages are garnished may use employee assistance and consumer credit counselors. See Physical 7.1. |
| PG&E Letter | 2/22/1983 | Company's obligation to make personnel file available to employee. See 17.11 and Physical 7.1 and 106.11. |
| ARB 99 | 1/31/1983 | Employee with eleven years of service, who was discharged after receiving fourth garnishment since 1976, reinstated with back pay, less 30 days suspension. As a consequence of decision, three other employees, discharged for garnishment, were similarly reinstated. In March 1983, Company changed garnishment policy. See Physical 7.1. |
| ARB 101 | 1/27/1983 | Based on ARB 99 decision (this section), garnishment cases ARB 101, P-RC 766 and 781 are settled by reinstating grievants, following 30 days off. Back pay will be less outside earnings and vacations will be adjusted. Grievant in P-RC 789 had received a three-day disciplinary penalty; no dismissal was involved. That case is settled without adjustment. See Physical 7.1. |
| P-RC 785 | 12/14/1982 | Service Representative reinstated with conditions following discharge for intermittent absences from work subsequent to industrial injury. Absences were for disability and illness, some non-industrially related. Limited information on verifications, conflicting medical opinions, past attendance record, lack of warning prior to discharge and lack of investigatory meeting were factors in case and decision. See 7.8. |
| ARB 104 | 10/26/1982 | Operating Clerk with 7-1/2 years service discharged for alleged performance and attitude problems, reinstated with full seniority and a settlement. There had been no previous discipline. Supervisor thought grievant was source of pornographic cartoon left on his desk. |
| ARB 98 | 9/29/1982 | Discharge overturned in case of ten-year employee, a Customer Services Representative, charged with leaving office building without permission on break, being seven minutes late, and allegedly falsifying log. Past disciplinary record a factor. Other employees have left building on break without permission, without being discharged. There was insufficient evidence showing either that he was late or that it was he that falsified the record. |
| ARB 96 | 3/8/1982 | Lack of clear or convincing evidence existed in case of Machine Operator Utility Clerk who was discharged for allegedly taking $50.00. Grievant will be reinstated with full back pay and benefits. See Physical 7.1. |
| ARB 93 | 6/15/1981 | Meter Reader, who was discharged for failure to meet work standards, was bypassed on transfer to Utility Clerk, VP&C. Since no record of poor performance existed there, grievant was transferred and reinstated. Case settled prior to hearing. See 18.11. |
| P-RC 615 | 6/15/1981 | Disciplinary suspension of part-time employee reduced from 16 hours to 4, and letter of reprimand revised. Grievant had broken glass in vending machine. |
| U R Article | 5/1/1981 | Union attorney's article: "Employee Files: Limits on Information Employer May Obtain, Keep and Use." Employee rights to see files. See 17.11, and Physical 7.1 and 106.11. |
| P-RC 603 & P-RC 604 | 4/30/1981 | Disciplinary letter for unsatisfactory job performance and subsequent two days off without pay for continuing poor performance justified for part-time Utility Machine Operator assigned to READOC machine. |
| P-RC 572 | 2/23/1981 | The Agreement was not violated when a grievant was moved from his Clerk C job, which was designated RWV, to a vacant Clerk C job, against his will. See 24.3. |
| P-RC 574 | 12/30/1980 | Disciplinary letter moot, because Clerk D, Customer Services, has overcome problem in counter cashiering that led to letter. |
| P-RC 575 | 12/5/1980 | Discharge of counter cashier, a Utility Clerk, who failed to meet Company's cash-balancing standard, was changed to reinstatement, conditional on grievant's meeting new division standards for cash receivers. A survey of other Customer Service offices in division preceded this decision. See LOP. |
| P-RC 537 | 11/4/1980 | Ten-day disciplinary suspension reduced to five days for Meter Reader who urinated by customer's house. |
| ARB 77 | 8/6/1979 | Discharge upheld for final action of changing lunch without permission and unauthorized absence from work on same day. Had documented history of poor attendance, drinking on the job and insubordination, plus progressive discipline. |
| PG&E General Info. Bulletin | 7/17/1979 | Ties not mandatory, due to decrease in use of air conditioning. See Physical 7.1. |
| LA 79-28 | 4/4/1979 | Agreed to change of test and test procedure for San Francisco area, listed with passing scores. Refer to P-RC 319, 320 and 412, this section. See 18.11 and LOP. |
| ARB 70 | 3/1/1979 | Limits management right to bar supervision of an employee by a relative. See 18.1, 18.11, and Physical 7.1 and 205.1. |
| P-RC 412 | 2/9/1979 | Unilateral change in tests for clerical employees in Vice President and Comptroller's Department resolved by LA 79-28, this section. Entry level and transfer rights specified for Clerical employees, SF, who were tested prior to 6-25-79. See 18.11 and LOP. |
| P-RC 415 | 2/9/1979 | In DeSabla Division only, no-tie policy June 1 to September 30, for Customer Services Offices. Good discussion of multiple policies. See RC 1337, this section. See Physical 7.1. |
| P-RC 426 | 1/26/1979 | Discharge of Meter Reader, with less than one year's service, upheld for curbing meters. Health factor ruled out. See Exhibit C. |
| P-RC 373 | 10/16/1978 | Tardiness over 7-1/2 minutes, rounded to nearest quarter-hour, is an equitable method to use in computing time/wages to be subtracted. See 10.1. |
| ARB 67 | 9/29/1978 | Company's institution of revised flextime schedule for Design Drafting was not a violation of LA 77-12 (2.1), by which said employees joined bargaining unit. See 10.7. |
| P-RC 341 | 2/23/1978 | Bypass for absenteeism not justified; will be placed in next available Clerk D position. Excellent discussion of discipline and bypass. See 18.1. |
| ARB 66 | 1/18/1978 | Discharged employee reinstated with back pay. Company did not document alleged poor work record. Incidents cited did not justify discharge. Company's reliance on documents purged from file was a violation of contract. See Physical 7.1. |
| P-RC 319 P-RC 320 | 12/7/1977 | Unilateral change in testing. Refer to P-RC 412, this section. See 18.11 and Physical 205.11. |
| ARB 64 | 3/22/1977 | Violation of agreement for Company to suspend employees for wearing Union campaign buttons; reinstated with back pay. See 5.3 and Physical 5.1 and 7.1. |
| NLRB Decision | 1/23/1977 | Climax Molybdenum decision: right to Union representation before hearing anticipated to be disciplinary. See 9 and Physical 5 and 102. |
| RC 1402 | 7/9/1976 | Discharge of Customer Services Clerk upheld for poor attendance, attitude and job performance in customer contact work, despite repeated warnings. |
| ARB 54 | 7/7/1975 | Discharge of peeping tom Meter Reader upheld. See Exhibit C. |
| RC 1300 | 5/7/1975 | Discharge upheld in case of Meter Reader who only read meters one-half of the day. See Exhibit C. |
| Supreme Court Decision | 2/19/1975 | Weingarten decision, which affirms worker's right to Union representation at hearing anticipated to be disciplinary. See 9 and Physical 5 and 102. |
| RC 1225 | 2/13/1975 | Grievant resigned. After vacancy offered to another division employee, grievant requested job back. As per ARB 53, this section, status quo would not be maintained by so doing and rights of another employee would be affected. Grievance denied. See 18. |
| ARB 53 | 11/8/1974 | Company improperly refused grievant's request to change voluntary resignation to leave of absence for urgent or substantial reasons. See 6.1 and 9.2. |
| P-RC 101 | 10/29/1974 | Meter Reader discharged for just and sufficient cause, curbing meters. See Exhibit C. |
| RC 1366 | 10/10/1974 | Discharge for ethnic slurs not justified. Reinstated, but not in clerical job. Will be rehired as probationary Gas Helper. |
| RC 1337 | 4/12/1974 | East Bay Division dress code is reasonable (male employees in Customer Services in view of customers, must wear ties). See Physical 7.1. |
| RC 1238 | 4/2/1973 | Discharge reversed, but no retroactive wages. Customer Services Clerk, who had poor past record, left in the middle of evening shift without informing supervisor. However, there is no firm rule in this department requiring notice. |
| ARB 40 | 5/10/1972 | Discharge justified. Meter Reader dispute and rudeness with customer was the last straw in series of problems. |
| RC 1051 & 1052 | 7/21/1971 | Meter Readers are included in ARB 34, this section. |
| RC 1058 | 3/2/1971 | Some discipline for insubordination justified in a case primarily one of psychological illness, partially involved with job. Job to be adjusted temporarily to one with less responsibility. |
| ARB 34 | 9/10/1970 | Mustaches, sideburns, goatees, but no full beards, are allowed for employees in contact with the public, Troublemen, Gas Servicemen and Customer Service. Excludes crews. See Physical 7.1. |
| RC 923 | 5/1/1970 | Disciplinary action for working overtime when not authorized. See 12.1. |
| RC 976 | 4/14/1970 | Both employees involved in pushing and water-throwing dispute received one day's disciplinary leave, since they shared equally in responsibility for the occurrence. Originally, Company had blamed and suspended only one employee. |
| RC 906 | 8/7/1969 | Collector, discharged for use of vulgar language, during difference of opinion with customer, was reinstated without back wages, as Clerk D. He may not bid to Customer Services LOP. |
| ARB 30 | 7/15/1969 | Discharge upheld for drinking on the job. No evidence of racial discrimination. See 1.2. |
| RC 794 | 5/24/1968 | Discharge justified in case of Meter Reader with high numbers of over-reads and excessive subtraction error rate. See Exhibit C. |
| RC 511 RC 516 | 7/19/1965 | Procedure to be used regarding dissemination of confidential information pertinent to resolving a grievance. See Physical 7.1. |
| RC 329 | 12/12/1961 | Employee with excessive absenteeism discharged. Reinstated and given leave of absence to correct health problems causing absenteeism. Will maintain seniority. See 6.1. |
| RC 275 | 6/19/1961 | Improper withholding of merit increase for disciplinary reasons. |
| RC 181 | 12/15/1960 | Company made mistake in utilizing Clerk A vacancy to reorganize job duties and improve customer services. Clerk B was bypassed for lack of qualifications to "new" Clerk A job, which later became a supervisor's position. See 18.11. |
| RC 21 | 1/5/1955 | Construction Clerk, a less qualified but senior employee, bypassed due to lack of qualifications, for Clerk B position in Electric Distribution office, Oakland. See 18.11. |
| LA 13-42 | 05/31/13 | Company proposal to extend Contact Center Attendance Management pilot program per LA 13-01-PGE for additional three months to 08/06/13 |