SUBJECT: EXPENDITURE OF FUNDS
UNDER
ARTICLE 16 AND ARTICLE 20
The parties agree that the Company will provide the
necessary funding in support of IAM/Boeing Joint Programs (Joint Programs)
activities which include the IAM/Boeing Health & Safety Institute (HSI),
the IAM/Boeing Quality Through Training Program (QTTP), and other activities
approved by the IAM/Boeing Joint Programs National Governing Board (Governing
Board). The following sets forth the practices which will be followed:
1. The Company will
provide in each year fourteen (14) cents for each bargaining unit compensated
hour, but not less than fourteen (14) million dollars per year. In addition,
the Company will provide funding for the QTTP Education Assistance (EA) Program
up to four (4) million dollars per year.
EA funds not spent in one calendar year will not carry over to the next
year.
2. The annual funding
amounts for Joint Programs shall be determined each September 2 and shall be
based on the number of bargaining unit compensated hours in the preceding
period of September 2 to September 1.
Amounts not spent in one annual period shall carry over to the next
year, but not beyond the expiration of the Agreement. Additionally, the Company
will provide other funds, as approved by the Governing Board, to support the
Joint Programs’ statement of work.
3. The
Governing Board shall establish the annual budget for the Joint Programs which
includes HSI, QTTP, and other approved joint initiatives. The initial budgets
shall include a minimum of four (4) million dollars for HSI and ten (10)
million dollars for QTTP. The Governing
Board shall, during any annual budget year, have the authority to reallocate
funds between HSI and QTTP as they deem necessary.
43. All labor and non-labor will be treated
according to current Boeing accounting practices.
54. To the extent permitted by law, one or more
trust funds will be established pursuant to the Taft-Hartley Act, 29 U.S.C.
§186, to contract with the Union for the services of any individual employed by
the Union who is named to the administrative staffs established by Section
16.2(b) and Section 20.2(c). The trust(s) shall be established pursuant to a
written agreement between the parties which complies with clause (B) of the
proviso to 29 U.S.C. §186(c)(5). In
addition, the terms of any contract between the trust and the Union shall
provide that the Union will be reimbursed for the services of these individuals
on the basis of their base rate plus actual expenses for payroll taxes and the
following employee fringe benefits: employee per diem; IAM pension plan;
package H & W insurance; Western Metal Trades pension; and automobile
insurance. The Company shall provide funds to the trust in a sufficient amount
and in a timely manner to enable the trust to meet its contractual obligations
to the
65. Individuals employed by the
76. The Union will be reimbursed in accordance with
paragraph 5 for the services of the individual employed by the
87. The Governing BoardCompany
will give consideration to the IAM Corporation for Re-Employment and Safety
Training, Inc. (CREST) as a service provider in support of HSI and/or QTTP
activitiesvocational rehabilitation counseling services.
Any such service may be contracted for pursuant to paragraph 5
4 above.
The parties have agreed to authorize the services
of CREST in support of the Vocational Solutions program in an amount not to The Company shall provide funding for
vocational rehabilitation counseling services
in support of disability management through Vocational Solutions. The funding shall not exceed
three (3) million dollars annually. Such funding will not extend beyond the
expiration of the Agreement. Funds not
spent in one calendar year will not carry over to the next year.
98. The Company agrees to continue funding through
December 31, 2005 2008 at
the levels previously approved by the National Governing Board for the 2005
2008 Joint Programs budget.
Dated:
September 4, 2008
By By
Date Date