2019 National Agreement - U.S. Department of the Treasury

1 2019 National AgreementInternal Revenue Service and National Treasury Employees the world s largest financial institution, the Internal Revenue Service plays a pivotal role in funding the United States government and enforcing the nation s tax laws. As the nation s largest independent federal-employee union, the National Treasury Employees Union represents 150,000 employees in 31 departments and agencies, including tens of thousands of IRS and IRS have been negotiating National -term contracts for nearly 50 years and each new Agreement has improved upon the preceding one. These innovative contracts protect the rights of IRS employees, improve working conditions, enable employees to serve taxpayers more effectively and further the mission of the year, the IRS processes more than 240 million individual returns, collects more than $3 trillion, audits more than 1 million returns and maintains a website that gets more than 400 million views.

2 Delivering these accomplishments does not happen automatically, and it does not happen by accident. It happens because of the talent, expertise and dedication of our contracts enhance the well-being of that talented, dedicated workforce. Over the years, the negotiations have resulted in worker-friendly provisions that set up alternative work schedules and telework, provided for transit subsidies and tuition reimbursement and established bilingual, time-off and performance award the decades, as the scope of the IRS has grown, NTEU has grown as well. NTEU works in the courts, at the bargaining table, with Congress and with the media to strengthen the federal workforce.

3 Through a variety of outreach efforts, NTEU provides top-notch representation to IRS employees. And in workplaces nationwide, highly-trained NTEU local leaders work alongside IRS employees and stand ready to address their everyday issues and the future, the IRS will continue to embody the mission to provide America s taxpayers top-quality service by helping them understand and meet their tax responsibilities. The IRS is committed to enforcing tax laws with integrity and fairness to National Agreement is a landmark six-year deal that protects and expands upon employee rightsand benefits, and it has been nearly 50 years in the of the new benefits employees will find in this contract are: An annual awards program that recognizes employees even in tight budgetary times.

4 Expansion of the Frequent Telework program with more occupations eligible. New call monitoring protections for call-site employees. New administrative leave policy for delayed openings or early office closures. Reimbursement for costs related to accreditation, CPA/CLE courses and dues for professional of Contents Article Title Page ..1 1 Coverage and Definitions ..3 2 Precedence of Law and Regulation ..4 3 Employer Rights ..4 4 Protections Against Prohibited Personnel Practices ..4 5 Employee Rights ..7 6 Outside Employment ..11 7 Personnel Records.

5 11 8 Union Rights ..12 9 Stewards and Official Time ..16 10 Dues Withholding ..25 11 Facilities and Services ..29 12 Performance Appraisal System ..33 13 Promotions/Other Competitive Actions ..46 14 Release/Recall Procedures ..55 15 Reassignments/Realignments and Voluntary Relocations ..58 16 Details and Non-Competitive Temporary 17 Acceptable Level of Competence Determinations ..66 18 Awards ..67 19 Reduction in Force and Mitigation Strategies ..71 20 Priority Placement Plan ..79 21 Retirement ..81 22 Work Schedules ..82 23 Hours of Work.

6 85 24 Overtime ..93 25 Workload 26 Position Classification ..97 27 Health and Safety ..97 28 Breaks ..101 29 Travel ..102 30 Training ..106 31 Leave Sharing Program ..109 32 Annual Leave ..111 33 Family Leave ..112 34 Sick Leave ..116 35 Leaves of Absence ..118 36 Administrative, Weather and Safety, and Other Leave ..118 37 Probationary 38 Disciplinary Actions ..123 39 Adverse Actions ..127 40 Unacceptable Performance ..131 41 Employee Grievance ..133 42 Institutional Grievance Procedure ..141 43 Arbitration.

7 143 44 Attorney s Fees ..146 45 Diversity and Equal Employment Opportunity Advisory Committees ..147 46 Labor-Management Relations Committees ..148 47 Mid-Term Bargaining ..150 48 Furloughs ..154 49 Transfer of Function ..155 50 Telework ..156 51 Career Transition Assistance Plan (CTAP) ..164 52 Notices to Employees ..166 53 Miscellaneous Provisions ..167 54 Duration and Termination ..168 55 Reasonable Accommodation ..169iiiiTable of Contents, continued Exhibit Title Page 5-1 Form 8111, Employee Notification Regarding Union Representation.

8 172 5-2 Form 5228, Waiver of Right to Remain Silent and of Right to Advice of Counsel ..173 5-3 Form 8112, Statement of Rights and Obligations ..174 5-4 Form 9142, Employee Notification Regarding Third Party Interviews ..175 5-5 Statement of Basic Employee Rights ..176 5-6 Form 12036, Waiver of Right to Remain Silent and of Right to Advice of Counsel (Non-Custody) ..177 6-1 Form 7995, Outside Employment or Business Activity Request ..178 9-1 Form 3081, Employee Time Report and Instructions for Union Representatives ..180 10-1 Dues Information Codes ..186 12-1 Performance Appraisal Due Dates.

9 190 12-2 Performance Appraisal Due Dates - TEPS ..191 15-1 Form 13442, Application for Hardship Reassignment/Relocation 15-2 Examples Demonstrating Application of Voluntary Relocation Process ..193 16-1 Computation of Direct Time ..194 16-2 Key Elements Related to Higher Graded Duties ..195 19-1 Glossary of Terms ..196 19-2 Reassignment Preference Policy ..198 19-3 Outplacement Services Policy ..200 19-4 Direct VERA/VSIP Policy ..201 21-1 Retirement Eligibility ..202 23-1 AWS - Campus and Remote Employees ..204 23-2 AWS - Non-Campus Public Contact Employees ..210 23-3 AWS - IT Employees.

10 211 23-4 AWS - TAS Employees ..213 23-5 AWS - Glossary of Terms ..215 23-6 Form 10911, AWS & Staggered Work Schedule Request ..216 32-1 Notice of AWOL Charges ..220 33-1 Family and Medical Leave ..221 33-2 Military Family Leave ..226 33-3 Military-Related FMLA ..231 34-1 Sick Leave ..236 41-1 Case Summary ..242 41-2 Settlement Agreement ..243 46-1 Local LMRC Structure ..244 46-2 Campus and Computing Center LMRC Structure ..247 47-1 ALR Geographic Areas ..248 50- 1 Form 11386, IRS Telework Agreement ..249 51-1 Glossary of Terms ..251 52-1 NTEU Announcement Form ..252 54-1 2019 National Agreement Ground Rules.