Studies and Research
Over the years, SDA experts have produced a number of studies related to industrial relations and social dialogue. Below you will find a list of publications available.

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List of SDA / Infopoint Publications
The new EWC directive 2009/38/EC: Recommendations on negotiating during the transposition period (5 June 2009 to 5 June 2011)


These common recommendations, drafted by the European Trade Union Sector Federations, are intended to provide guidance to negotiators on how to anticipate the changes of the new EWC directive during the transposition period of this Directive: how to ensure that new and renegotiated agreements benefit from all the improvements in the new Directive; and how to support colleagues faced with management attempts to fast-track negotiations or renegotiations in order to circumvent the new obligations.
These recommendations were jointly developed by the following European Federations: EMF, EMCEF, ETUF:TCL, Uni Europa, EPSU, EFFAT, EFBWW and ETF.
  English - French - German Swedish Hungarian Hungarian Spanish Czech Polish
   
 
Empowering EWCs: Strengthening the know-how and the capacities for effective action - 2009


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INFOPOINT 2008 EWC workshops: beyond the directive, towards effective rights for EWCs
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Infopoint database "analysis of the EWC agreements 2004-2008" - October 2008
The anuual report on analysis and evaluation of the most innovative experiences on the enforcement and functioning of EWCs. This information brochure, with tables based on the quantitative and qualitative analysis of the Infopoint database of European Works Council agreements, is aimed at offering some guidance as to which clauses should be included in an EWC agreement and those which should be avoided.
It especially underlines the last four-year period which has seen the affirmation and consolidation of a generation of EWC agreements that have significantly innovated the content of previous agreements.
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Information Report of the EWC Workshop “Update of qualifications and skills of EWC members” in Warsaw on 26th May 2008.
In the framework of the Infopoint project, SDA publishes the working documents of the workshop on how to improve qualifications and skills for EWC members, held in Warsaw in May 2008. The workshop involved EWC members who presented first-hand experiences of different training they received. On the other side trade union and external experts give important hints of how to improve different competences of EWC members, e.g. through financial training, training for the improvement of working conditions or language training.
The report is available in English, French, German, Polish and Czech.
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Information Report of the EWC Workshop “Information and Consultation Rights in Jurisprudence”, Brussels, 12 march 2008
In the framework of the Infopoint project, SDA publishes the working documents of the workshop on the national law cases and the law cases of the European Court of Justice related to EWC, held in Brussels in March 2008. From the first-hand experiences of the EWC representatives taking part to the workshop and under the guide of Brian Bercusson, case law has been analysed. The documents represent an important starting point in order to design a trade union strategy also in the legal field, aimed at trying to take advantage of the positive outcomes and to face the difficulties in having workers' rights recognised.
The report is available in English, French, German, Polish and Czech.
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NEW Vademecum on the submission of a project on 04030303 budget line 2008
This publication is a guide for the social partners intending to submit a project under the 04030303 EC budget line. It provides assistance to any eligible promoter throughout the preparation of the bid. It covers various aspects of the project preparation work, including an explanation of the objectives of the call for proposals; practical hints on how to deal with the SAGA form; useful tips about how to structure a project description and to estimate a budget. The text also includes examples of awarded projects.
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Industrial Relations in Turkey and Trade Union Organizing: Evaluation Report 2008
Trilingual document available in EN, IT and TR
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GENDER RELATED ISSUES: GOOD PRACTICES WITHIN EUROPEAN WORKS COUNCILS 2007
The paper, elaborated in the framework of the Infopoint project, gives an overview of the state of implementation of the principle of gender equality in the experience of EWCs.
Based on an in-depth analysis of both the EWC agreements and the social charters negotiated by the EWCs currently in force, it focuses on the issue of equal opportunities under a double point of view: both as a criterium to increase the presence of women in workers' representation bodies, and as a theme of competence of EWCs, object of information and consultation.
Keeping into consideration the existing literature and quoting specific cases in depth, the paper underlines the importance of the implementation of gender equality in EWCs, not only in order to tackle the lack of female presence in these workers' representation bodies, but also to broadly affirm the gender perspective, boosting gender mainstreaming in all the work-related topics of their competence.
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Effectiveness of workers' information and consultation rights in Europe - methods of action for EWCs
This publication was elaborated in the framework of the INFOPOINT project, and was presented as a working document for the EWC conference held in Brussels on 20 April 2007. This paper analyses four cases of EWCs having coped with restructuring processes (General Motors, Inbev, Dim BA, RWE), highlighting both good and bad practice, and drawing some methods of action allowing EWCs to make the most effective use of their information and consultation rights.
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Impact on employment in the European Union-25 of climate change and CO2 emission reduction measures by 2030 2007
Final Report
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Impact on employment in the European Union-25 of climate change and CO2 emission reduction measures by 2030 2007
Summary
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Potential and risks of employee involvement negotiations under the provisions of Directive 2001/86/EC - Handbook for the negotiation of employee involvement in the European company 2007
This publication was developed in the framework of the SDA Infopoint Project and in cooperation with the ETUC. This publication will give an analysis of the Directive 2001/86/EC on employees´involvement in SE as its objective is, as the name “handbook” indicates, to give assistance to those who will deal either as trade unions officials or employees´ representatives with negotiations on employees´ involvement in the European company. It is addressed to those who have already a basic knowledge on the issue of SE and who need a more in-depth knowledge on the legal background
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NEW Vademecum on the submission of a project on 04030303 budget line 2007
This publication is a guide for the social partners intending to submit a project under the 04030303 EC budget line. It provides assistance to any eligible promoter throughout the preparation of the bid. It covers various aspects of the project preparation work, including an explanation of the objectives of the call for proposals; practical hints on how to deal with the SAGA form; useful tips about how to structure a project description and to estimate a budget. The text also includes examples of awarded projects.
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Paths to Progress: Acta and Contributions of the Paths to Progress Project 2006
The Path to progress project was run between 2005 and 2006 to map the innovation in the fields of information, consultation and participation under the Commission's 04.03.03.03 budget line. Under this project, an "innovation expert group" composed of academics and other experts were asked to generate new ideas on the new trends which could improve the management of information, consultation and participation of employees in Europe in the context of the development and competitiveness strategies of the most prominent industrial sectors, and on the need to deal with company restructuring, mergers, take-overs and relocations. This collective work was co-ordinated by Prof. Brian Bercusson from London King's College. The summaries of the contributions have been translated in a number of languages, including Polish and Czech. The French and German short versions can be found after the English version.
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Analysis of the SDA INFOPOINT database "EWC AGREEMENTS", 2006
This is a quantitative and qualitative analysis of the SDA database of European Works Councils agreements. The analysis will illustrate the relevance of the different criterions in which the included agreements are broken down. It wants to illustrate the possible consequences of including or excluding certain clauses in an EWC agreement. In addition it offers a few on most recent formal trends and evolutions to be discovered in agreement. Overall it can serve as an interpretation guide to the database.
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Case Study on Best Practices in EWC Functioning, 2006
This case study is focusing on the most relevant cases of functioning of European Works Councils. It wants to comment on practices in the involvement or non-involvement of European Works Councils in accompanying restructuring of multinational enterprises, enlargement of the Council itblank due to the accession of the new EU Member States and the possible role of EWCs in the establishment and the monitoring of certain types of codes of conduct and/or framework agreements.
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Your New EWC Agreement, 2005
This publication is a guide for negotiating and renegotiating EWC agreements in the interests of workers. It is written in an explanatory 'user friendly' style designed to help workplace representatives and trade union officers define their positions during negotiation and to ensure that they have examined the main possibilities and consequences of a new agreement before they sign. The text is enhanced with graphics giving key statistics from the SDA's EWC agreement database. It also includes text-boxes highlighting relevant parts of the Directive.
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The European Company - Prospects for worker board-level participation in the enlarged EU (edited by Norbert Kluge and Michael Stollt) 2005
Since October 2004 companies have been able to set up a European Company (Societas Europaea, SE). Under the new EU regulations, companies may opt voluntarily for these European rather than national company statutes which enable them to operate in Europe on a cross-border basis under the same corporate regime. The new booklet provides information on different aspects of the European Company (SE) such as the question of worker involvement, the national transposition processes and taxation aspects. Moreover, information is given on the development and the different national systems of worker participation on supervisory or administrative boards throughout the European Union.
The purpose of this booklet is above all practical: it is intended for everyone who needs information about the SE and about existing systems of worker board-level participation in the now 25 EU member states. The idea is to give readers an insight into the national backgrounds and experiences of those colleagues who sit down with management and jointly negotiate the question of worker involvement in the coming SE.
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Filling in the Gaps, 2005
This publication was written as part of the ‘Mind the Gaps’ project, supported by European Commission budget line 04.03.03.03. It attempts to help trade unionists and employee representatives in countries with no tradition of workplace information and consultation bodies (particularly the UK and Ireland) to make the most of the new information and consultation rights that they have as a result of Directive 2002/14/EC. It looks at how such rights are put into practice in seven countries with different experiences in this area (Belgium, France, Germany, Hungary, Italy, Slovenia and Sweden), concentrating on three key topics: available information and how it is used; relationships between trades unions and ‘works councils’; and ‘practicalities and resources’.
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Revising the EWC Directive, 2004
This publication puts together a collection of documents that should be useful for those who wish to follow the debate on revision of the EWC Directive. Most of the content consists of reproductions of official public documents, such as the Commission’s first phase consultation paper or those already available online from the social partners, such as the ETUC resolution. As such, they remain as valid points of reference although the revision process is still underway. The text of the EWC Directive and the text of the SE Directive are also provided in the annex.
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Worker Representation Systems in the European Union and the Accession Countries, ETUC-Infopoint, European Trade Union College, 2003
This study, which has achieved undeniable success, consists of two parts: the first contains educational material developed for training courses by the European Trade Union College; the second consists of comparative tables showing the various components of national information and consultation systems in the 25 EU Member States. This publication is available in print and on CD-Rom.
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Guide on the Economic, Financial and Social Information for Company Worker Representatives in the Central European and Baltic Countries, ETUC-Infopoint, 1999
This educational guide deals with four aspects of information for workers’ representatives: the context of the company, social information, economic and financial information and the cross-sectional information.
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Practice and Models of Financial Participation of Employees in the Companies in Europe – A Comparative Analysis, Sindnova, ETUC-Infopoint, 1998.
This study illustrates different scenarios of financial and economic participation of employees in the life and wealth of companies in Central European and Baltic countries some time before their adhesion to the EU, giving comparisons with the situation in the EU 15 countries. Employee shareholders are described in the growing context of privatisation during this period in the different countries. The analysis is illustrated with some case studies: Alitalia, Air France, Vivendi, Pliva, Telecom Eireann etc.
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