Agreement BETWEEN CUNA Mutual Insurance Society AND Office & Professional Employees International Union - Local 39 April 1, 2008 – March 31, 2012 TABLE OF CONTENTS AGREEMENT .................................................................................................................. 1 PREAMBLE...................................................................................................................... 1 RECOGNITION ............................................................................................................... 1 ARTICLE I........................................................................................................................ 1 MANAGEMENT RIGHTS ............................................................................................ 1 SECTION 1 – WORKPLACE RULES ...................................................................... 1 ARTICLE II ...................................................................................................................... 4 DEFINITIONS................................................................................................................ 4 SECTION 1 – EMPLOYER ....................................................................................... 4 SECTION 2 – EMPLOYEE ....................................................................................... 4 SECTION 3 – WORKING DAYS ............................................................................. 4 ARTICLE III..................................................................................................................... 5 UNION SECURITY AND CHECKOFF ........................................................................ 5 SECTION 1 – SECURITY ......................................................................................... 5 SECTION 2 – CHECKOFF........................................................................................ 5 SECTION 3 – INDEMNITY...................................................................................... 5 SECTION 4 – INFORMATION................................................................................. 5 SECTION 5 – ORIENTATION.................................................................................. 6 ARTICLE IV..................................................................................................................... 6 SCHEDULES AND HOURS OF WORK....................................................................... 6 SECTION 1 – SCHEDULES...................................................................................... 6 SECTION 2 – OVERTIME COMPENSATION........................................................ 8 SECTION 3 – EXEMPT EMPLOYEE DISCRETIONARY BONUS..................... 10 SECTION 4 – BREAKS........................................................................................... 10 SECTION 5 – BUSINESS RELATED CALLS....................................................... 11 ARTICLE V .................................................................................................................... 12 HOLIDAYS .................................................................................................................. 12 SECTION 1 – HOLIDAY SCHEDULE................................................................... 12 SECTION 2 – HOLIDAY PAY ............................................................................... 13 ARTICLE VI................................................................................................................... 13 VACATIONS ............................................................................................................... 13 SECTION 1 – ACCRUAL SCHEDULE.................................................................. 13 SECTION 2 – USAGE ............................................................................................. 13 SECTION 3 – TERMINATION PAYOUT.............................................................. 15 SECTION 4 – PRIOR SERVICE CREDIT.............................................................. 15 SECTION 5 – ILLNESS DURING VACATION .................................................... 15 ARTICLE VII ................................................................................................................. 15 i SICK LEAVE ............................................................................................................... 15 STATEMENT OF INTENT ..................................................................................... 15 SECTION 1 – USAGE AND NOTIFICATION ...................................................... 15 SECTION 2 – ACCRUAL SCHEDULE.................................................................. 16 SECTION 3 – DEFINITIONS.................................................................................. 16 SECTION 4 – SICK LEAVE USAGE REVIEW PROCESS .................................. 16 SECTION 5 – HOLIDAY DURING SICK LEAVE................................................ 17 SECTION 6 – SICK LEAVE MAKE UP................................................................. 17 SECTION 7 – TERMINATION PAYOUT.............................................................. 17 ARTICLE VIII................................................................................................................ 18 PERSONAL LEAVE.................................................................................................... 18 SECTION 1 – USAGE AND NOTIFICATION ...................................................... 18 SECTION 2 – ACCRUAL SCHEDULE.................................................................. 18 SECTION 3 – HOLIDAY DURING PERSONAL LEAVE .................................... 19 SECTION 4 – TERMINATION PAYOUT.............................................................. 19 SECTION 5 – CONVERSION................................................................................. 19 SECTION 6 – INCLEMENT WEATHER............................................................... 19 ARTICLE IX................................................................................................................... 20 LEAVES OF ABSENCE .............................................................................................. 20 SECTION 1 – FEDERAL FAMILY AND MEDICAL LEAVE ACT .................... 20 SECTION 2 – DISABILITY LEAVE ...................................................................... 21 SECTION 3 – EXTENDED LEAVE OF ABSENCE.............................................. 22 SECTION 4 – MILITARY LEAVE......................................................................... 22 SECTION 5 – JURY DUTY..................................................................................... 22 SECTION 6 – LEAVES FOR UNION BUSINESS................................................. 23 SECTION 7 – ALL OTHER LEAVES .................................................................... 23 SECTION 8 – BEREAVEMENT LEAVE............................................................... 23 ARTICLE X .................................................................................................................... 23 SENIORITY AND QUALIFYING PROBATIONARY PERIOD ............................... 23 SECTION 1 – QUALIFYING PROBATIONARY PERIOD .................................. 23 SECTION 2 – CONTRACT RIGHTS...................................................................... 23 SECTION 3 – SENIORITY...................................................................................... 24 SECTION 4 – ACCUMULATION & LOSS OF SENIORITY ............................... 24 SECTION 5 – SAME UNION SENIORITY DATE................................................ 25 ARTICLE XI................................................................................................................... 25 FILLING POSITIONS, PROMOTIONS, DEMOTIONS AND TRANSFERS............ 25 SECTION 1 – VACANCIES.................................................................................... 25 SECTION 2 – POSTINGS........................................................................................ 25 SECTION 3 – BIDDING.......................................................................................... 26 SECTION 4 – AWARDING POSITIONS............................................................... 27 SECTION 5 – EDUCATION/EXPERIENCE TRADE-OFF................................... 28 SECTION 6 – TESTS............................................................................................... 28 SECTION 7 – TRAINING PERIOD........................................................................ 29 ii SECTION 8 – HIRING NEW EMPLOYEES.......................................................... 29 SECTION 9 – POSITION CHANGE PROBATIONARY PERIOD....................... 29 SECTION 10 – CAREER PROGRESSION POSITIONS ....................................... 30 SECTION 11 – BIDS FROM AFFILIATES............................................................ 30 ARTICLE XII ................................................................................................................. 30 DISCHARGE AND DISCIPLINE................................................................................ 30 SECTION 1 – DEFINITIONS.................................................................................. 30 SECTION 2 – TERMINATION NOTICE ............................................................... 31 ARTICLE XIII................................................................................................................ 31 STRIKES AND LOCKOUTS......................................................................................