Firebird 24 - nteu mission
Transcription
Firebird 24 - nteu mission
Summer 2013 NTEU Chapter 24 Jeri Burger, President Thrisa Tolbert-Cotton, Vice-President Suzanne Hanson, Treasurer F irebird 24 General Edition David Hauenstein, Secretary Sherri Spears, Editor June/July/August NTEU Lotzoff Memorial Golf Outing Volume 28 by G. T. Wert Union Office One Detroit Center Rm 1020 PO Box 117 his service to NTEU be- Tee times from 9am- Detroit, MI 48231 ginning as a steward in Phone: 313-628-3652 11am will be granted on a 1985. first come basis. The IRS manager Bill Dosedlo cost this year is $26 for Fax313-628-3658 President Jeri Burger created the outing in the 313-628-3863 Chief Steward David Haunenstein 313-628-3562 to UMCCC. Golf cart is Mark your calendars for 1960s as a season end- September 20, 2013. ing banquet for the IRS extra but not required. golf league. NTEU began Hot dog, chips and pop its sponsorship in 1990 are included at the turn. Last year we had 53 golfers at Pontiac Country Club Inside this issue: fees, prizes and donation and many other friends so- From the Pen of 2 the President cializing in the clubhouse, Chief Steward’s Report 4 zoff, widow of former Chap- Legislative Updates 5 Furlough Days 7 Did you know? 8 Steward Updates 9 including Mrs. Lorraine Lotter 24 treasurer Stan Lot- and the outing is open to all friends of NTEU as a fundraiser for cancer research. Please contact G.T. zoff, as we raised funds for Wert in Detroit Appeals UM Comprehensive Cancer or Acquneese King in Center. The NTEU Golf Farmington Hills for Outing was renamed in more information. honor of Stan after his death in 2004 to remember Membership Campaign NTEU is Celebrating its 75th anniversary along with its Summer Recruitment Campaign! NTEU Chapter 24 asks for your assistance in recruiting non members. Recruiting non members helps NTEU stay strong and have a voice. You will receive an incentive reward of $50 for every new member you recruit from now through September 21, 2013; the new member will receive $100. If you have questions, please see your steward. Page 2 Fi re bi rd 2 4 From the Pen of the Chapter President: “In what are without a doubt the most challenging times for federal employees, I thank you for your tireless work on behalf of federal employees and our country everyday” Colleen M. Kelley NTEU National President I echo the sentiments of Colleen, and add that IRS employees have and are enduring even more trying times. Let’s take a look at some of these challenges: Sequestration We have already felt the pinch of the sequester in the three furlough days we had in May, June and July. I’ve heard from many of our members that they, and their families, are suffering due to this forced loss of pay. How did this happen? The Budget Control Act of 2011 was passed to resolve the debtceiling crisis. The bill set up a sequester, or forced across-the board spending cuts, that would happen if Congress did NTEU’s strength not pass deficit reduction legiscomes from you, the lation. Congress had until Janumembers. Now, ary 1, 2013 to pass the necesmore than ever, IRS sary legislation. Congress did not pass the required legislaemployees need tion. The American Taxpayer Relief Act of 2012 delayed the NTEU and NTEU sequester until March 1, 2013, needs you. but Congress still did not pass the legislation. Sequestration started. It is very important to note that the 2011 Budget Control Act authorized the across-theboard cuts not just for fiscal year 2013 but every year until 2021. We could be feeling the pain for many years to come. Bargaining Unit Performance Awards I know many of you read the all employee e-mail, dated July 9, 2013, from Principal Deputy Commissioner Danny Werfel regarding the BU performance awards. He believes that the bargaining unit awards should not be paid. He acknowledges the need to bargain with NTEU. Negotiations are ongoing. It is ironic that managers already received their awards for work performed last year. Werfel will “determine options we can take to eliminate awards for senior executives.” It’s important to note that legislation must be passed to eliminate awards for senior executives. So, in effect the only employees denied their awards are the bargaining unit employees. It is NTEU’s position that this is just plain wrong. The employees already earned these awards, were counting on the awards, and should not be the only em- ployees not to receive them. Mr. Werfel’s message was divisive – pitting those who earned awards against those that did not. Please do not buy into his plan and let the Agency divide us! (Full disclosure – As full time union I have not been eligible to receive an award since 2005) IRS Budget Fiscal year 2014 budget proposal released by the House Appropriations Committee would slash funding for the IRS by 24 percent. The reason for the cut is to punish the IRS for the handling of tax exempt applications and the amount of funds spent on conferences and videos. Can you even imagine what the ramifications will be on the front line employees trying to do their work? The IRS is already understaffed and under budgeted. Such a sharp decrease in the budget will cripple the Agency. Page 3 Pay Employees have already felt the effects of a three year pay freeze. While our pay has stayed the same, our expenses have not. Many of our expenses, such as health care, gasoline and food prices, have increased during this time. But it doesn’t stop there. Legislation has been proposed to extend the pay freeze through 2015, eliminate step increases, increase the amount of employee contribution for pension – with no increase in benefit. Collective Bargaining Rights A bill has been introduced to eliminate collective bargaining at the IRS. This legislation would strip your rights to be represented by NTEU. This means you would no longer be protected by the collective bargaining agreement, aka the contract. This bill would take away your right to organize and bargain collectively over decisions that affect you work life. Management would have free reign to make decisions that affect us every day. Legislation has also been introduced to weaken your union representation. For example, time for union stewards to represent employees would be eliminated. Other Harmful Legisla- tion Legislation has been introduced that would eliminate the pension benefit portion of FERS retirement and cut the social security FERS supplement. A current bill under consideration would change the way cost of living increases would be calculated, from Consumer Price Index to a “chained CPI.” This change will result in lowered benefits for retired employees under CSERS and FERS. Consideration to change retirement benefit calculations from high 3 to high 5 is another way of reducing pensions. Legislation has also been introduced that would require a 10% reduction in the workforce. So what can we do? Let you member of Congress and our Senators know that you want the sequester stopped. Congress needs to pass legislation that will reduce the deficit in a more balanced way. You can also let them know that the IRS needs to be adequately funded, so we can have the resources to do our jobs and meet the IRS mission. You can send the message that it is time for federal employees to have a pay raise, after a 3 year freeze. Your opinion, as their constituent, carries a tremendous amount of weight. Visit the nteu.org website for an easy and effective way to communicate with your representatives on all of these issues. See your steward if you need help using or navigating through the website. You can make a difference! IRS employees are being attacked by Congress, the media, the public and by the agency itself. The only organization that is committed to protecting your rights is NTEU. NTEU’s strength comes from you, the members. Now, more than ever, IRS employees need NTEU and NTEU needs you. Thank you for your membership! -Jeri Burger The 2011 Budget Control Act authorized the acrossthe- board cuts not just for fiscal year 2013 but every year until 2021. Page 4 F i reb i rd 2 4 Chief Stewards Report They say that “a dying animal Don’t wait until you receive nous information to deter- bites at its own wounds.” the proposed removal letter. mine that while the Agency With the hiring freeze, pay TIGTA has been busy, too. freeze, sequestration, fur- There have been a couple loughs, and “scandals” rou- incidents of employees mak- tinely in the national news, ing anonymous complaints on Agency action against its own other employees that TIGTA is employees appears to cur- investigating. UNAX is still a rently be on an upswing. problem. There is an incident The chapter is presently working several cases of recommended removal for unacceptable performance. These are the first incidents of such that I have seen in my tenure as chief steward; in fact, as a This year’s Steward of the Year was awarded to Michelle Gray. “These are the first incidents of such that I have seen in my tenure as chief steward; in fact, as a steward I have never seen such before.” - David Hauenstein steward I have never seen such before. Over the years of this newsletter, we have published many articles on what an employee should do in the event that their performance evaluations or midyear of TIGTA contacting an employee’s doctor to verify the legitimacy of the employee’s leave request. There is also a case of TIGTA essentially second-guessing the actions of a revenue officer and finding fault with the revenue officer’s approach—this would typically be the domain of management. I guess the bottom line would be: be paranoid; assume you are being watched. reviews begin to warn of dire This year’s Steward of the consequences. For that mat- Year was awarded to Michelle ter, any negative recordation Gray. Michelle has been wag- should not be taken lightly. If ing a tremendous battle on you would like to see these behalf of several employees articles, please contact me or over promotion packages. the newsletter’s new editor, The first hurtle in such a pro- Sherri Spears. Foremost, cess is getting the information however, if you have concerns from the Agency; this is done about recordation or evalua- through the SharePoint web- tions, see your steward and site. In one package, it took let them know of your prob- nearly six months for the in- lem. formation to be loaded on the Don’t ignore the problem; the sooner you see us, the more we can help. system. It then becomes a matter of who can access the information. Nevertheless, once received, Michelle mined through the volumi- provided the sanitized (names and other identification removed) package for each candidate, it did not provide the key to determining how each employee received the final score they were given, or even from how the score was derived. The responses from management were consistently, “Trust us; they did correctly.” While not obtaining relief for the employee in the Step 2 and 3 grievances, this case has been invoked for arbitration. Other stewards have likewise been confounded by the arcane information provided for promotion packages; let us hope that the arbitration will alter the current mystery responses we receive. Awards were also given in recognition of their efforts as stewards to Linda Anderson, Suzanne Hanson, Carol Ann Lamb, Orlando Mask, and Jason Peters. Don’t ignore the problem; the sooner you see us, the more we can help!!! Page 5 Legislative Updates The attack on Federal Workers by Jessie Dawkins has continued. It does not appear that the attacks will abate anytime soon. Our pay has been frozen for 3 years. We have had three furlough days, with possiblymore to come. NTEU is also fighting a battle to keep our performance pay. That battle is continuing. We cannot stop the flow of cutbacks coming from Washington, but we can control our response to the continued cutbacks. The budget cannot be balanced with federal pay and benefit cuts. At times, it appears that the cuts are more punitive than necessary. What is NTEU’s response? The national office is meeting with the leaders, on the hill. These meetings are both face to face, and by written memos. The irresponsible acts are being combated with logic and facts, which are not always welcome in Washington DC. The National Office is expressing the suffering, caused by the continuing austerity measures. The sequester does not only affect federal workers. It also affects the American Citizens, who are not employed by the federal government. What can you do? You may help reinforce the message that comes from the National Office. This can be done by contacting your congressional representative, perhaps multiple times. Tell them how the Sequester has affected you personally. Explain how the sequester affects your ability to do your job. Let your representative know how the taxpayers are being inconvenienced, and are suffering due to the austerity measures. Follow up by E-mail, written letters, telephone, and on CAPWIZ. Be relentless and do not give up. Let your voice, and opinion, be heard. Always be respectful, but firm. Remember that this is a ten year pay and benefit cut. This is not just for 2013. Every federal employee should contact their representative by e-mail, written letters, telephone, and on CAPWIZ. We must not waver, we must not tire, and we must not falter. (A quote from an American President) Do not give up. Henry Ford said, “Whether you think you can (make a difference), or think that you cannot, you are right”! Your calls, e-mail, letters, and CAPWIZ do make a difference. Please continue with the communication. If you have not previously communicated with your representative, now is the time! Contract Negotiations by Sue Hanson It’s Time Again. . . . . It seems like yesterday that we completed our current contract, but negotiations begin on the next one in October 2013. Do you have any issues that concern you? Would you like NTEU to consider adding these to the list of concerns National brings to the bargaining table? Then make your concerns known. Just email Jeri with your issue. If you do not have an issue now, think about your work situation as you are relaxing on your patio or deck or in the backyard this summer. Sometimes our best thoughts about work come to us when we are not on the clock. Jot them down & forward them to Jeri. Page 6 FROM DOWN ON THE FARM by Henry Morrison I am going on two years as a retiree (October, 2013), and retirement is great. The riding season is well underway, with probably 800 plus mile on the Harley already. I also have a new grandson born in December. Well if you have read my prior articles you have seen my long running narrative on OPM getting my pension, and health insurance corrected. Well finally they did get everything corrected and in March of this year - 18 months after retirement I got a refund of over $2,000.00 of the excess health insurance premiums they had been withholding. As you may remember they had me under the wrong plan and had me under a self and family plan instead of a self only plan. They also were not withholding for a survivor annuity. I think what finally helped get them moving was I kept sending them e-mails every month or two. They seemed to be more responsive to the e-mails than to the phone calls. There is some good news from OPM regarding the retirement application backlog they have been experiencing for the last couple of years. The April 2013 figures are 7,059 applications received, 13,582 applications processed and a remaining inventory of 30,080. That may seem like a lot, but as of January 2013 they had an inventory of 36,062 and as of January 2012 they had an inventory of 61,108. They have reduced the inventory by using a lot of overtime. Per their Annual Report issued in May of this year they used over 94,000 hours of overtime during 2012 to reduce the large backlog. I mentioned a "survivor annuity" above and withholding to pay for the annuity. OPM does not actually "withhold" from your pension for a survivor annuity, but in the case of a retiree, your pension amount is reduced to pay for the annuity. What exactly is an annuity? Well this newsletter does not have enough space to cover all of the details, but if you have any questions you can go to: www.opm.gov/retirement-services. Basically a survivor annuity provides your surviving spouse a monthly benefit if you die while working or after retiring - assuming you have "elected" the survivor annuity. It can also provide a benefit to a former spouse(s). It can also provide a benefit to your dependent children until their age of 18, or to age 22 if they are a full time student. The rules for CSRS and FERS are not exactly the same, there is a minimum the employee has to have worked, for a retiree a survivor annuity has to be elected, and this election reduces your monthly pension benefit, to name but a few of the things you need to know. This would probably be a good conversation to have with your spouse, even if you are still working. The forms used for applying for benefits are Standard Form (SF) 2800 for CSRS and Standard Form (SF) 3104. Like I said if you have questions, go to the OPM web site, they have a ton of information available. By now everyone has had a day or two off without pay as a result of the sequestration. And what this really should bring into focus for everyone still working and for retirees, is that the individuals in Washington hold the purse strings. And the importance of you to become and remain politically active. The old idiom that the "squeaky wheel gets the grease", could not be any truer than it was years ago. In my experience your representatives will respond to you if you contact them, you may not like their response or their position on a particular issue. But you have to keep after them, beat them over the head with the issues that are having a detrimental financial effect on your life. In this regard e-mails are a great tool, don't use your work e-mail though, instead use your personal e-mail or use the CAPWIZ function at nteu.org. If every employee was to spend 15 or 20 minutes every week to send an email to their representatives in Washington regarding the federal employee issues effecting them, I believe they would be a lot more responsive to our issues. I can be contacted at morrison@cass.net if you have any topics you would like to hear more about (retirement, bow hunting, canning, gardening, fishing etc). This is Henry, from down on the farm. FURLOUGH DAYS Page 7 By the time you read this we may have suffered through 4 Furlough days. For many it was more painful than expected. I venture to say, because of the increase in Inventories and the expectancy that you meet the same time-frames as when you had half as many cases, that a day away from the grind was welcomed. But the loss of more of your money, a full day’s pay, was welcomed a little less. As employees of the Federal government, we somehow have become public enemy #1. This is evident by the constant onslaught of Bills being introduced that limit our pay, reduce our pay or eliminate our pay. Now they want to throw us in prison if we dare to enforce the laws which they put in place. (Exaggeration, maybe!) Our voices are being ignored. Our NTEU representatives are scrapping tooth and nail, every day, trying to convince the folk on the Hill of our importance and value. You’ve been asked to sign a petition. You’ve been asked to write your senators and representatives. What else could we ask of you? How’s this? Are you treating your furlough day like a paid holiday? Going shopping? Going to the movies? Taking care of business, like paying some bills? Buying groceries? Is this what you’re doing! Here’s a thought, since they have decided to remove us from the pay scale for that day, how about we remove ourselves from the economy for that day? Do no financial transactions on your furlough day. Pay no bills! Make no purchases! No deposits! No withdrawals! Do whatever you want except financial transactions! Don’t even buy gas! They’re constantly showing us how unimportant we are by their actions against us! Surely they won’t miss our little bit of money? You think TIGTA will look into you not spending money on a day you didn’t get paid? The cost of living has continued to rise while our income has actually fallen. We (gov’t workers) have contributed over $100 million toward the National debt. Taking our performance awards will put us near $200 million or over! If Congress believes I can do without a day’s pay, I believe the economy can do without my money on furlough day! What about you? On the Legal Front Line…... By Scott Whitehead by Jessie Dawkins The Year to Volunteer If there was ever a time to be alert, and to participate in your career, the time is now. NTEU is looking for volunteers to assist with union business. Our members have suffered furloughs, frozen pay, and increased annuity payments. You can make the difference. You may be the missing key to success. How about volunteering to work on a committee, or to contribute time to a worthwhile cause? We all remember the story of four people, Everybody, Somebody, Anybody, and Nobody. There was an important job to be done, and Everybody was sure that Somebody would do it. Anybody could have done it but Nobody did it. Somebody got angry with that because it was Everybody’s job. Everybody thought that Anybody could do it, but Nobody realized that Everybody would not do it. It ended that Everybody blamed Somebody when Nobody did what Anybody could have done. The survival of any organization requires active commitment from it’s members. NTEU is in need of assistance on the legislative front. We are facing many difficult issues in this climate of “Budget Balancing”. Now is the time to volunteer. Send an e-mail to your Steward and let him/her know that you would like to assist with legislative programs. TIGTA UPDATE NTEU has noticed a troublesome trend. There have been reports of increased TIGTA activity. Some reports state that people have been followed to field appointments. This is a great time to remind our members to be vigilant in keeping scheduled appointments. Monitor your time keeping records and your case activity. Some managers have been looking at Outlook, Activity records, and comparing them to the sign out sheets and SETRS. It is important that Outlook, the sign out sheet, SETRS, and your case time matches. While this seems elementary, many times they do not match due to end of cycle changes, which are not corrected. Take a second and check for completeness. If you are working in a call center, and your calls are monitored, be aware that you are never alone. Do not have an expectation of privacy. Understand that management has access to phones and computers. The bottom line is to always be professional and above board, in your dealings, at all times, and it will not matter who is listening, or looking. If you are called into a meeting, and there is an expectation that discipline may be discussed, request the assistance of your Steward immediately. Management will postpone the meeting, until a Steward is present. Never go to a TIGTA meeting alone! Page 8 Did You Know?? By Thrisa Tolbert-Cotton and Acquneese King UNAX: UNAUTHORIZED ACCESS OF TAXPAYER RECORDS (ELECTRONIC OR NONELECTRONIC) OR ACCOUNTS. A UNAX violation can lead to disciplinary action ranging from suspension to dismissal as well as criminal prosecution. The IRS policy regarding accessing electronic or non-electronic taxpayer records states employees are only allowed access to taxpayer records when the information is needed to carry out their tax administration duties. The Service does not allow an occasional slip up! There is a ZERO tolerance for any unauthorized accesses to taxpayer accounts and some form of discipline is likely to result from any offense. DID YOU KNOW? It is a UNAX violation to show a co-worker tax records of a celebrity’s account that is assigned to you unless there is a business reason for doing so. DID YOU KNOW? You are not allowed to access the tax record of relatives, close friends or neighbors, or accounts of any business entity you have any relationship with. Did YOU KNOW? AN IRS employee is not allowed to access taxpayer records when the involvement in the tax matter could cause a possible financial conflict of interest. DID YOU KNOW? If a co-worker ask you to access a case for them that they do not have an authorized business need to access YOU have committed a UNAX violation. DID YOU KNOW? If a co-worker knowingly ask you to access the account of a neighbor or other individual with whom they have a close relationship , YOU have committed a UNAX violation. DID YOU KNOW? If a co-worker witnesses you showing another employee taxpayer information they are not authorized to see, or committing what they believe to be a UNAX violation, guidelines state they are to report the alleged violation to TIGTA. If you happen to inadvertently commit a UNAX violation you are to report the violation to your manager, complete form 11377 and submit to your manager who will provide you a copy of the form that does not have taxpayer information. If you are in doubt of whether you should access any taxpayer records talk to your manager BEFORE accessing the information. As always if you are contacted by TIGTA, CONTACT your steward before attending any meeting! As always: NTEU is here for you! Page 9 Steward Updates Heartfelt thanks to retired stewards Barry Begeny, Mary Cook, Carol Engelsman and Dennis Johnson. Barry Begeny became a steward for LMSB (now LB&I of course) in 1996. He also was a member of the Chapter 24 Executive Board for many years. Mary Cook was another long term board member. Mary accepted a temporary steward position in 1992. Her temporary assignment lasted over 20 years! Mary represented the Lansing POD, was a member of the chapter’s Oral Reply Committee and the Assistant Chief Steward for the Outstate PODs. Carol Engelsman volunteered to be a steward in 1985, serving for 27 years. She was an Executive Board Member for many years as well as representing members in several PODs during her tenure. Dennis Johnson represented the employees in the Ann Arbor Post of Duty since 2009. We wish you all a long and wonderful retirement! Some chapter stewards decided to resign from steward duties. Catharine Kelley started representing the members in the Ann Arbor POD in 1998. She subsequently became the steward in Appeals. Catharine was a member of the Oral Reply Committee as well. Dave King became a steward in 1997 and was the steward located in Benton Harbor for many years. He also represented members in Kalamazoo then Portage as well as Collection members in Grand Rapids. Dave was also a member of the chapter’s Oral Reply committee. Shortly after the Benton Harbor office closed, Dave decided to relinquish his steward duties. Susan Doolittle, steward for Counsel also resigned her steward position. Susan had also served as the Chapter’s Legislative Coordinator. Mary Beth Miller, Pontiac Steward, Membership Coordinator and Training Coordinator decided to step down after completing the huge task of coordinating Chapter 24’s local training in May. Brian Norton, steward in Pontiac and the chair of the last two election committees also decided to take a break from stewardship. Thank you all for your dedication and experienced representation for the members of Chapter 24! The chapter is pleased to welcome several new stewards. LaShaundra Moore is now the steward for the Taxpayer Assistance Service in Detroit. Star (Estrella) Montgomerie has joined Orlando Mask in representing the members of LB&I across the state. Greg Taylor represents the Collection employees in the Pontiac POD and is a member of the Legislative Committee. Carol Ann Lamb is the steward for the Collection members in Grand Rapids. The chapter also appointed Sherri Spears as steward for the Pontiac POD, as well as her appointment as the editor of the newsletter. Thank you all for volunteering to become Chapter 24 stewards! Our thoughts go out to the families of NTEU members that have passed away. Cheryl Birkhold, Revenue Agent, Portage Pauline Fenderson, Detroit Taxpayer Assistance Karel Foley, ACS, Detroit A new website for NTEU Chapter 24 is here. Check it out today!!! Www.Nteuchapter24.org NTEU 24 “Losing 10 percent of your pay in a single pay period is no small matter, especially when you face the same rising prices for necessities that are affecting your friends. Neighbors and community.” NTEU National President Colleen M. Kelley 5% of federal workforce furloughed as agencies shut down Federal Times May 24, 2013 Congratulations to those who have retired!! Louis Bantom, Jr. Larry Bayer Barry Begeny Jack Brown Wes Bulik Mary Cook Brice Davis II John Engels Carol Engelsman John Gancarz Larry Hains Joyce Houston Dennis Johnson Donna Jones Sandra Kendrick Tinesha Leverette Dorothy Miller Paul Molin Hattie Morant Laura Pappas Frank Porta Althea Ray Randall Walkowicz Mary Williams From the Old Editor Karen Young - David Hauenstein As I wind down my career with IRS and NTEU, I relinquish my position as editor of this newsletter. Sherri Spears has graciously volunteered to take up the challenge as editor. With that, I exit the newsletter stage and sincerely wish her the very best. “All the world is a stage And all men and women, merely Players They have their exits and their entrances And one man in his time plays many parts.” -As You Like It, Act II, Scene 7, William Shakespeare Evelyn Whitfield Thank you David, I look forward to serving NTEU 24 and taking on the auspicious task that you graciously performed with dedication and commitment. I take on the mantle with pride, only hoping I can do half a good a job as you. - Sherri