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Volume 4: Letters of Understanding

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Volume 4: Letters of Understanding LETTERS OF UNDERSTANDING between UAW® and the FORD MOTOR COMPANY Volume IV Agreements Dated November 3, 2007 (Effective November 19, 2007) Includes Administrative Corrections printed on recycled paper PRINTED IN U.S.A. NOTE: This booklet (Volume IV) is being presented to you so that you may know the terms of various Letters of Understanding negotiated between the UAW and the Company November 3, 2007. Specifically, the following material is presented: 1. Letters of Understanding and Clarification concern- ing the Collective Bargaining Agreement and Job Security Program agreed to in the 2007 negotia- tions, plus all previous Letters of Understanding and Clarification that continue to express current poli- cies and interpretations. 2. Letters of Understanding and Clarification Concern- ing the Retirement Plan, Insurance Program, Supple- mental Unemployment Benefit Plan, Profit Sharing Plan, Tax-Efficient Savings Plan, and UAW-Ford Le- gal Services Plan agreed to in 2007 negotiations, plus all previous Letters of Understanding and Clari- fication that continue to express current policies and interpretations. 3. Certain Company Administrative Letters. Please note that any gender specific references in the Agreement language shall apply to either sex. Other agreements and plans reproduced in separate book- lets are: Volume I, the Collective Bargaining Agreement and the Skilled Trades Supplemental Agreement; Volume II, the Retirement Agreement and Plan and the Insurance Program; Volume III, the Supplemental Unemployment Benefit Agree- ment and Plan, the Profit Sharing Agreement and Plan, the Tax Efficient Savings Agreement and Plan, and the UAW- Ford Legal Services Plan. We hope you will find this booklet helpful. BOB KING MARTIN J. MULLOY Vice President and Director Vice President UAW, National Ford Department Labor Affairs LETTERS OF UNDERSTANDING VOLUME IV TABLE OF CONTENTS TOPIC/LETTER SUBJECT Page COLLECTIVE BARGAINING AGREEMENT Absenteeism/Attendance National Attendance Program (11-3-07) ...... 29 Body and Assembly Operations Subject Matter Annual Business Plan Reviews - Stamping Business Unit (9-15-03).......................... 37 Carryover Vehicle Meeting (9-17-87)............... 39 Die Construction Plans (9-15-03) .................. 40 Die Trades in Protected Status - Stand Alone Stamping Plants (9-15-03) ....................... 42 MODAPTS Training (11-3-07) .................. 44 Optional Procedure, Article IV, Section 4(b) (9-15-93) ......................................... 45 Procedure for Review of Work Assignment ....... 46 Production Standards - Adverse Mix Conditions in Car and Truck Assembly Plants (10-9-99) .... 48 Production Standards — Body & Assembly Operations (9-15-93)............................. 49 Production Standards and Other Issues (9-16-96) ......................................... 50 Production Standards Grievances after the Four-Month Period (10-4-79)........... 52 Relief Pattern Changes - Assembly Operations (11-3-07).......................... 53 Rescheduling of Employee Relief and Lunch Periods - Car and Truck Assembly Plants (10-9-99) ......................................... 54 Satisfying Customer Demand in Assembly Plants (11-3-07) ............................... 55 Tool and Die Construction (10-4-79)............... 56 1 TABLE OF CONTENTS—Continued Page Tool and Die Work (10-9-61)....................... 59 Work Allocations in Assembly Plants (10-5-76).... 61 Work Allocations in Assembly Plants — Application of Changes (9-17-87)................ 63 Work Allocations in Assembly Plants — Clarification (9-17-87) ........................... 64 Work Allocations in Assembly Plants - Employee Engagement (9-15-03) ................ 65 Work Allocations in Assembly Plants - Rebalance Period (9-15-03)...................... 66 Work Allocation — Problem Resolution Process (10-7-90) ......................................... 67 Continuous Improvement Total Cost (11-3-07)............................. 69 Continuous Improvement (11-3-07) ........... 72 Continuous Improvement ؆Best-in-Class؆ Benchmarking (11-3-07) ...................... 73 Continuous Improvement Forum (11-3-07) ... 74 Continuous Improvement Initiatives (11-3-07) ....................................... 76 Continuous Improvement Principles (11-3-07) ....................................... 78 North America Manufacturing Cost Objectives Efforts (11-3-07) ................. 80 Discipline/Grievance Administration of Grievance Procedure (9-16-96) ......................................... 82 Clearing Disciplinary Records (11-3-07) ...... 85 Computerizing the Grievance Procedure (10-9-99) ......................................... 87 Disciplinary Investigatory Interviews — Waiver of Representation (9-15-93)...................... 88 Waiver of Union Representation................... 90 2 TABLE OF CONTENTS—Continued Page Disciplinary Practices - Appearance of Double Standard (10-9-99) ............................... 91 Grievance Number on Check Stub (9-15-93) ...... 92 Oral Steps of Grievance Procedure — Supervisors/Superintendents’ Participation (9-15-93) ......................................... 93 Reinstitution of Grievances (10-5-76).............. 95 Revised Form 4600 Disciplinary Action Report (11-3-07)............................... 97 Sourcing - Grievances (9-15-03) ................... 98 Entry Level Employees Administration of Appendix V – Rawsonville and Sterling Axle Plants (11-3-07) ....................................... 99 Definition and Administration of Entry Level Employees (11-3-07) ...................101 Housekeeping (11-3-07).........................103 Long-Term Supplemental Employees (11-3-07) .......................................105 Health & Safety Accountability for Safety Violations (11-3-07) .......................................109 Air Sampling Training (11-3-07) ...............110 Behavioral Emergency/Critical Incident Stress Debriefing (BE/CISD) and Local Response Team Training (11-3-07) ...........111 Company Heat Stress Program (10-9-99) ..........113 Energy Control and Power Lockout Placards (11-3-07).............................115 Energy Control Power Lockout Placarding Snap-Shot Survey (9-15-03)......................117 Ergonomics - ErgoRx (Computerized Evidence Book) (10-9-99)..................................119 3 TABLE OF CONTENTS—Continued Page Health and Safety - Outside Contractors (10-9-99) .........................................121 Health and Safety Training Improvements (11-3-07) .......................................122 Health and Safety Training Initiatives (9-15-03) ...125 Plant Ventilation (10-9-99) .........................127 Pressroom Power Press Die Block Safety (9-15-03) .........................................128 Production Job Safety Analysis (9-15-03)..........129 Reimbursement for Representation at External Health and Safety Standards Committee Meetings (11-3-07)...............130 Job Security Access to Automated Reports (10-9-99) ...........131 Enterprise-Wide Offering of Special Retirement/Separation Programs (11-3-07) .......................................133 Fulfillment of Qualified Attrition Replacement Obligations Through Hiring and Conversion of Entry Level Employees (11-3-07) .......................................134 Full Utilization of Protected Employees (9-15-93) .........................................136 Hiring Obligations (11-3-07)....................137 Job Placement and Transitional Opportunities for Non-Skilled Employees at Closed/Idled Facilities (11-3-07)..........139 Job Placement and Transitional Opportunities for Surplus Employees (11-3-07) .......................................140 Job Security Program(s) - Appeals to the National Committee (11-3-07) ...............142 Job Security Program - Commitment to Training (11-3-07) .............................144 4 TABLE OF CONTENTS—Continued Page Job Security Program - GEN - Exclusion to Protection for Volume Related Layoffs (9-15-03) .........................................145 Job Security Program - Job Security Data (11-3-07) .......................................146 Job Security Program - Layoff Alternative - JSP (11-3-07) ..................................147 Job Security Program - NJSOESC Monthly Review Meeting (11-3-07) ....................149 Job Security Program - Reporting of JSP Program Expenditures (11-3-07) ............150 Job Security Program - Skilled Trades Employees’ Refusal for Retraining Resulting in Layoff (10-9-99) ...............................151 Job Security Program - UAW-Ford Job Security Web Site (9-15-03) ...............................152 National Job Security Committee — Unique Attrition Credit (11-3-07) ....................153 Non-Ford Business Impact on Visteon Locations (9-15-03) ..............................154 Placement Opportunities for Ford Employees Working at ACH-LLC Locations (11-3-07) ...........................155 Plant Closing and Sale Moratorium (11-3-07) .......................................157 Recall Bypass (10-7-90) ............................158 Return To Basic Unit - Appendix O Administrative Guidelines (11-3-07) ........159 Return to Basic Unit - Employees Placed on Temporary Part-Time Status (10-9-99)...........161 5 TABLE OF CONTENTS—Continued Page Joint Programs Attendance at Jointly Sponsored Training Programs (10-9-99) ..............................162 Dependent Care Assistance Plan (10-9-99) ........163 Employee Tuition Plans – Work-Related Death (10-9-99) .........................................165 Health Promotion Programs (11-3-07).........166 Joint Programs Computers
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