MUTUAL
EXCHANGE
REQUEST
FORM
You
need
to
be
aware
that
there
are
procedures
to
follow
and
forms
to
be
filled
before
the
transfer
is
completed.
Also,
the
carrier
moving
into
a
multiple
route
office
will
be
required
to
take
the
route
no
one
else
wanted,
after
the
bidding
is
closed.
Check
out
the
office
before
you
sign
anything.
Please notice that there is a new ethics regulations concerning payment for a mutual trade, read the paragraph below.
New ELM Regulation Concerning Payment for Mutual Transfer Ads
Effective April 14th, 2005: "It is unlawful for employees to give or receive payment, directly or indirectly, to affect an exchange of position in the same or different postal units, or any place in the public service." (ELM 667.13)
There have been many questions about what is required and allowed in a mutual transfer, so I have tried to pick out all the instructions in the current contract between the NRLCA and the USPS. This is not intended to be the final, complete authority on the subject, just some help for those interested.
This is the contract language that covers mutual exchange transfers from the national agreement 2002-2004. I have placed here only the sections and paragraphs that specifically apply to voluntary, mutual exchanges. There are several sections that may apply to your situation that are not listed here. And there are other considerations, such as; route adjustments, retreat rights, and growth in the area.
Art. 9. Sec. 2. SubSec. M
M. Training Pay
1. A newly appointed rural carrier craft employee or a leave replacement assigned to more than one route will be allowed a reasonable period with pay to become familiar with the route and become proficient.
3. When a voluntary reassignment of a regular rural carrier occurs outside the delivery unit, the regular carrier shall be scheduled for one (1) day of on-the-clock familiarization training on the new route. Such training should conform to the requirements of Handbook EL-701A, New Employee Training for Non-maintenance Employees.
Art. 12.
Section 2. Rural Carrier Seniority
A. Accruing Seniority
Rural carrier seniority begins to accrue with appointment as a regular rural carrier and continues to accrue while service is uninterrupted in the same post office.
C. Relative Seniority Upon Reassignment
3. Whenever a rural carrier voluntarily transfers to a rural carrier position in another post office, such as a mutual exchange or as the result of applying for a rural carrier vacancy, such carrier begins a new period of seniority in the new office. Such employee has no retreat rights or seniority protection.
4. When a rural vacancy is filled by voluntary transfer of a rural carrier in accordance with Article 12, Section 3, Subsection B.4, seniority for filling the position will be determined on the basis of total service as a regular rural carrier.
Section 3. Rural Carrier Posting
A. Posting Requirements
1. Posting of a regular route is required as follows:
d. When rural carriers of different post offices agree upon a mutual exchange of offices and if all installation heads involved approve, the position currently occupied and to be vacated by each rural carrier will be posted for bid within each of the respective offices. In any such posting of routes, any carrier having retreat rights shall be given the opportunity to bid.
2. The following shall be the order of consideration in the filling of a vacancy:
a. All regular rural carriers included in Section 1 above based on the seniority of the carrier.
b. The residual vacancy shall be awarded to a regular rural carrier who has been approved for a mutual exchange at the office in accordance with Article 12, Section 4, Sub-section A.3.
B. Awarding a Vacant Route
1. When it has been determined to fill a rural carrier vacancy, consideration shall be given to all regular rural carriers at the vacancy post office, including stations and branches. In addition:………
2. The following shall be the order of consideration in the filling of a vacancy:
a. All regular rural carriers included in Section 1 above based on the seniority of the carrier.
b. The residual vacancy shall be awarded to a regular rural carrier who has been approved for a mutual exchange at the office in accordance with Article 12, Section 4, Sub-section A.3.
Section 4. Rural Carrier Reassignments
A. General Reassignments
3. Regular rural carriers of different post offices may effect a mutual exchange of offices, provided all rural carriers and installation heads involved have signed the Mutual Exchange Request Form. Once the form is signed, the mutual exchange will be considered final and binding and can only be cancelled if all parties agree. If such an exchange occurs, each rural carrier will be assigned to the residual vacancy at the office to which reassigned in accordance with Article 12, Section 3.A.1.d.
4. A mutual exchange between regular rural carriers in the same post office or between a rural carrier and a member of another craft is prohibited.
MUTUAL EXCHANGE REQUEST FORM
The following regular rural carriers request a mutual exchange of their respective post offices in accordance with Article 12.4.A.3:
Rural Carrier A, (Name) ______________________________________________
Rural Carrier on Route Number _______________________________________
(Post Office) ____________________________ (City) ______________________
(State) _________________________________ (Zip) _________________, and
Rural Carrier B, (Name) ______________________________________________
Rural Carrier on Route Number _______________________________________
(Post Office) ____________________________ (City) _____________________
(State) _________________________________ (Zip) _________________.
Signatures on this form signify approval by all parties involved with the exchange. The posting of both routes for regular rural carriers in each installation will occur within a reasonable time after the completion of this form in accordance with Article 12.3.A.
____________________________________ _____________________
Office A – Rural Carrier Date
____________________________________ _____________________
Office A – Postmaster Date
____________________________________ _____________________
Office B – Rural Carrier Date
____________________________________ _____________________
Office B – Postmaster Date
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