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Forms for Organizing

ORGANIZING SURVEY

NAME:____________________________

ADDRESS:________________________

CITY:_____________________________

STATE:_______________ZIP:__________

PHONE #:__________________________

BEEPER #:_________________________

E-MAIL:___________________________

EMPLOYER NAME:_________________________

JOB CATEGORY:____________________________

AVERAGE HOURS WORKED PER WEEK:__________

WAGE RATE:_______________

ALL INFORMATION IS KEEP STRICKLY CONFIDENTIAL!

ORGANIZING TARGET REPORT

Preliminary Report

Name of Representative of Local Union:_________________________________

Name of Employer:__________________________________________________

Address:___________________________________________________________ ___________________________________________________________________

Phone Number:_____________________Fax Number:______________________

Management Contact:________________________________________________

Proposed Composition of Bargaining Unit (list all included categories of employees and number of employees per category): _____________________________________________________________________ _____________________________________________________________________ _____________________________________________________________________

Total Number of Included Employees:_______________

Excluded Employees (list all exculded categories of employees and number of employees per category):

_____________________________________________________________________ _____________________________________________________________________ _____________________________________________________________________

Total Number of Excluded Employees:________________

Reason(s) for Excluding Employees:_______________________________________ _____________________________________________________________________ _____________________________________________________________________

Previous Organizing Activity and/or Union Representation (indicate other unions previously involved):

_____________________________________________________________________ _____________________________________________________________________

Date of Initial Contract With Employee(s):_______________

Current Terms and Conditions of Employment: Wages:________________________ Health Insurance: yes_____no_____Retirement Benefits: yes_____no_____If yes to either describe (ie. Employer contributed vs. Employee Contributed, benefit levels, etc.):

_____________________________________________________________________ _____________________________________________________________________ _____________________________________________________________________

Overtime Provisions:____________________________________________________

Paid Leave Provisions:__________________________________________________

Miscellaneous Provisions:_______________________________________________ _____________________________________________________________________

Conditions Favoring Organizing:__________________________________________ _____________________________________________________________________ _____________________________________________________________________ _____________________________________________________________________

Conditions Unfavorable to Organizing:_____________________________________ _____________________________________________________________________ _____________________________________________________________________ _____________________________________________________________________

ORGANIZING TARGET REPORT

Follow-Up Report Focus Of Organizing Campaign:__________________________________________ Literature Distributed (if self-generated include copies):______________________ _____________________________________________________________________ _____________________________________________________________________ Union Campaign: Employee Organizing Committee Established: yes_____no_____ Home Visits Conducted: yes_____no_____ Mass meetings: yes_____no_____ Number of Targeted Employees Personally Contacted:_______ Company Campaign (describe focus of company's anti-union campaign and include copies of any literature distributed): _____________________________________________________________________ _____________________________________________________________________ _____________________________________________________________________ Company's Attorney(name, address, phone & fax numbers):___________________ _____________________________________________________________________ _____________________________________________________________________ NLRB Hearings (describe any proceeding before the NLRB related to campaign, indentify issues and include copies of briefs and decisions): _____________________________________________________________________ _____________________________________________________________________ _____________________________________________________________________ Final Composition of Bargaining Unit:_____________________________________ _____________________________________________________________________ _____________________________________________________________________ _____________________________________________________________________ Date of Request for Voluntary Recognition:________________________ Date RC Petition Filed:__________________ Date of Election:_________________ Outcome of Election:____________________________________________________ Objections Filed:_______________________________________________________ Decision On Objections:_________________________________________________

SUPERVISORY STATUS QUESTIONNAIRE

Secondary Tests___________________________________________IATSE In borderline cases, where the primary tests do not clearly indicate supervisory responsibility, eighteen othe indicators have been established by the National Labor Relations Board and the courts to clarify status. Do you:____________________________________________Yes____No____ 1. Have a designation as a "foreman" or "supervisor" 2. Or other employees consider yourself to be a supervisor 3. Excercise privileges accorded only to supervisors 4. Attend training or meetings with other supervisors 5. Have responsibility for a shift or phase of operations 6. Receive direction from managerial officials 7. Interpret or transmit employer instructions to other employees 8. Have responsibility to inspect the work of other employees 9. Instruct other employees 10. Grant of deny leaves of absence to other employees 11. Have responsibility to report infractions of work rules 12. Keep time records on other employees 13. Receive a regular salary that is not based on hours worked 14. Have a higher rate of pay which is not based on skill 15. Do you receive overtime pay 16. Do you punch a time clock 17. Perform regular production work 18. Wear different work clothes than other employees Please fill out the following information: Name: Department of Location Job Title

BARGAINING UNIT LETTER

Date Robert Smith SMITH, SMITH & DOE Main Street Your Town, USA This is to advise you that a majority of your employees in an appropriate bargaining unit employed at (name of facility) have designated the International Alliance of Theatrical Stage Employes, Moving Picture Technicians, Artists and Allied Crafts as their exclusive bargaining representative for the purposes of collective bargaining with respect to wages, hours and other conditions of employment, to become effective immediately. The bargaining unit consists of (describe unit) employed by (name of employer). We are prepared to prove our majority status by submitting signed authorization cards to a mutually selected impartial third party. The Union requests immediate negotiations with you with respect to wages, hours, and other terms and conditions of employment. Please contact me at your earliest convenience. Sincerely,

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