Branch 193
                                 San Jose, California


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  Use this page to help prepare your grievance accordingly from Informal Step A to Arbitration




                              A Guide for Using COR

This guide was created to take the mystery out of the workings of Carrier Optimal Routing (COR) when it is used to generate route adjustments. NALC representatives are encouraged to read this guide in advance of any proposed COR adjustments.


NALC and USPS agree to 2011 JARAP

The National Association of Letter Carriers has entered into a Joint Alternate Route Adjustment Process (JARAP) with the United States Postal Service for 2011. There are three documents that must be read in conjunction to fully understand the JARAP 2011 process. The memorandum of understanding M-01746, the joint guidelines M-01747 and the joint training document M-01748. Key changes to the agreement include a new 3999 review process, selection of the 3999 that is closest to the selected street time, an expedited bidding process option for entire zones that are optimized under COR and NALC COR technicians to ensure COR is used fairly in future JARAP adjustments.

2011 JARAP Training and Resource Guide

                                     Delivery Unit Optimization


The NALC and the USPS have agreed to jointly test alternative City Letter Carrier route structures. Joint proposals will be developed at the local level by NALC and USPS representatives. The local parties will be asked to address 16 items in their joint proposals which will then be sent to Headquarters within 45 days. The joint proposals will then be jointly reviewed by the parties at the National Level. Participation in this joint test is strictly voluntary. Anyone interested in participating should contact your National Business Agent for further information.

M-01744 and M-01745

The NALC and USPS have reached agreement on two Memorandums of Understanding (MOUs) regarding the issue of Delivery Unit Optimization (DUO). Generally speaking, this is where all the letter carriers in an office are moved to a different Installation and the Post Office where they used to work stays open with window services.

M-01744 addresses resolving the differences where two or more Local Memorandums of Understanding (LMOU) are involved as well as what happens in the event USPS changes their mind somewhere down the road and decides to move the Letter Carriers back to the original Installation.

M-01745 addresses several issues involved when a Delivery Unit Optimization (DUO) occurs including who goes, notice period, seniority, hold down assignments, higher level assignments (Article 25), and previously approved annual leave. It must be noted that these MOU's do not apply in situations where there are already clear contractual provisions that govern the movement of Letter Carriers and consolidation of Post Offices. This point is outlined in both MOUs.

                                                                            JARAP 2011

The following documents are included as part of the 2011 JARAP Training and Resource Guide M-01765:

  • M-01750 - LTATS-Weekly Summary Report with Designation and Activity Codes - This report shows work hours transferred from one Designation and Activity Code to another. This report should be reviewed to determine if work hours have been transferred to or from a city carrier assignment.
  • M-01751 - Steward, Standby and Meeting Time Report - This report will show all time recorded under the following MODS operation numbers: 613 (Steward Time), 354 (Standby) and 632 (Meeting Time).
  • M-01752 - Operations Summary Report - Weekly - This report shows the total number of work hours recorded under each MODS operation code in a zip code.
  • M-01753 - Flash Last Four Weeks Report - This report shows a variety of unit information compared to Same Period Last Year including volumes, work hours by function, sick leave, etc.
  • M-01754 - MODS Operation Numbers Listing - This report provides an explanation of all relevant MODS operation codes.
  • M-01755 - Workhour Workload Report (by Route) - This report shows the work hours, volume and any auxiliary assistance for a particular route over a specified period of time.
  • M-01756 - Nationally developed Unit Stand-up Talk - This stand-up talk should be jointly presented to letter carriers before starting JARAP 2011.
  • M-01757 - Local Contact Duties and Responsibilities - List of duties and responsibilities for those serving as Local Office Contacts under JARAP 2011.
  • M-01758 - Carrier Consultation Script - Evaluation - This script must be used when conducting the evaluation consultation with Letter Carriers in JARAP 2011.
  • M-01759 - Carrier Consultation Script - Adjustment - This script must be used when conducting the adjustment consultation with Letter Carriers in JARAP 2011.
  • M-01760 - Instructions for obtaining a 3999 Audit Trail Report - Shows how to transfer a 3999 from the mainframe to the workstation in DOIS, data summary screen, function analysis screen and audit trail report.
  • M-01761 - Route Review Request Form - For use by the Local Contacts when when requesting a review pursuant to JARAP 2011.
  • M-01762 - COR Presentation (PowerPoint) - Joint Power Point presentation on how to use COR.
  • M-01763 - Unit Checklist - For use by the District Lead Team to track and monitor the progress of adjustments.
  • M-01764 - Dispute Log - For use by the Teams to track disputes in the Issue Resolution Process.



                             To help prepare your grievance properly, read the following:



1.   Ask management for union time.  If management tells you that you only have a limited amount of time (5-10 min etc.) to investigate, call the  
      Branch President or Vice Presidents immediately @ 408-288-8138. If your upset, stay calm and maintain your composure. Some Supervisors
      would like nothing better than to upset you to make matters worse.

2.   Clock on Union time to investigate alleged grievance(s).   Take the time to investigate!   ONCE YOU ARE ON UNION TIME, YOU ARE

3.   Contact your Branch President or Vice President(s) to inform them of the grievance(s).

4.   Meet with the grievant(s), then the supervisor. "Class Action" is Union filed. Find out what or which articles were violated, if any.

5.   Properly fill out your Grievance Form , 8190. Click here >>>  Type & Print up!

6.   Interview ALL witnesses if any and get written statements of what they saw or heard. If travel time must be done for investigating, it should be
      done with managements awareness and on union time.

7.   Request any and all information that led to managements decision  to issue discipline including  supervisory worksheet, investigative interviews,
      statements  and view carefully. There are times when information is not filled out correctly or signed and you can win your grievance on
      management errors, technicalities or misinformation.

8.   Collect  copies of time records, clock rings, 3971's, 3996's etc. Grievance Checklist Below

9.   Make sure grievant has given you a written statement to back up the alleged violation(s).

10. Read all Manuals & Handbooks including the J-Cam, National Agreement, Local Agreement.

11. Don't forget about using  "Just Cause",  "Past Practice" and "Punitive rather than Corrective in Nature" argument's  when applicable.
      Click here to view >>>DEFENSES TO DISCIPLINE

12.  Always ask for a FAIR & JUST Settlement. Do not "shoot for the moon." You must maintain your credibility at all times.  You will command
       respect from your peers and management will be more willing to settle the grievance if your not asking for an outrageous remedy. If your grievance
       advances to Step B, the National Business Agent or Arbitration, they only want the facts and paperwork to justify the grievance. Make sure ALL
       Documentation is attached and sent with grievance.




                                                                        Click on the Links below:






M 39

M 41




DOIS - What YOU Should Know







O I G - Office of Inspector General






                                                                 WEINGARTEN CARD

 Copy and Paste to any Word, Works or Blank Email page and print up as many copies as you wish.



Duties and Requirements of a Letter Carrier

                        Usual Requirements of the Letter Carrier
                                         ( Can be used for Doctors/OPM/OWCP )


Activity Continuous Intermittent Hours Daily
Lifting/Carrying 10 Pounds 70 Pounds 8 or More Hours
Sitting     4 or More Hours
Standing     6 or More Hours
Walking     6 or More Hours
Climbing     2 or More Hours
Kneeling     2 or More Hours
Bending/Stooping     2 or More Hours
Twisting     4 or More Hours
Pushing/Pulling     2 or More Hours
Simple Grasping     8 or More Hours
Fine Manipulation     8 or More Hours
Reaching Above Shoulder     2 or More Hours
Driving a Vehicle     6 or More Hours
Temperature Extremes All types weather   8 or More Hours
High Humidity     6 or More Hours
Fumes/Dust     3 or More Hours
Carrier may be required to work up to 10 or 12 hours per day or longer as service needs require.
Carrier may be required to lift up to 70 lbs from floor to waist height or higher.

                                                              Copyright © 2005 Postal Employee Network



As a letter carrier, there are many physical duties and requirements. After the carriers tour of duty begins he/she must inspect their postal vehicle and then
retrieve letter and flat mail from the mail distribution case. This mail may weigh from mere ounces to 10 or more pounds. This mail must be lifted and
transported by the carrier to their route case for sorting.

At the carriers case there are trays and tubs of mail that have been distributed to their route by a distribution clerk. The carriers day begins by loading their
case ledge with as much mail as possible. In order to do this the carrier must bend and lift trays and/or tubs of mail off of the floor surrounding their case and
place same on their case ledge for sorting as needed. These tubs or trays of mail can weigh 30 or more pounds. The carrier then begins casing this mail into
their "U" shaped route case, which is setup in route delivery sequence. On average days this may take from approximately 1.5 to 2.5 hours of continuous
standing, twisting, turning, and reaching above the shoulder.

The USPS handbook entitled City Delivery Carriers'--Duties and Responsibilities, states that "the accurate and speedy routing of mail is one of the most
important duties of a carrier; you must be proficient at this task".

After casing all available mail for their route the carrier must retrieve their parcel hamper which is a wheeled container filled with large and small parcels that
may weigh up to 70 lbs. The carrier rolls this hamper to their case where the carrier then pulls the route down in delivery sequence and places this mail into
trays or tubs and then into their parcel hamper. After this has been completed the carrier must clock onto street time, roll their hamper of mail outside, pick up
their DPS Letter trays & proceed to their postal truck and load this mail into their truck or vehicle for street delivery. All mail tubs, trays, and parcels must be
lifted by the carrier from their parcel hamper and placed in their vehicle. Loaded mail trays and tubs can weigh as much as 35 pounds or more. All of these
duties requires continuous twisting, turning, bending, lifting, and stooping.



After completing their office duties and loading their vehicle the carriers street duties begin which may last up 6 hours or much longer. The vast majority of
mail routes are park and loop routes, which consists of parking and "looping" mail delivery up one side of the street and then back down the other side
carrying their mail in their hands and via a satchel normally hanging over their shoulder filled with up to 35 lbs. of additional mail and parcels.

The carrier returns to their vehicle when completing each park and loop. He then moves the vehicle to the next park and loop point. These  "park and loops"
can subject the carrier to all types of terrain from concrete to sand to mud, from hilly to flat grounds, rugged rock filled paths, or normal downtown street
sidewalks. Naturally, the carrier performs all of these street duties in all types of weather. Their park and loops may expose them to walking on snow or ice
covered terrain, as well as rain soaked ground cover.

The carrier is required to be able to lift up to 70 pounds - in the office or while on the street. Street duties require constant bending, twisting, stooping, lifting
and climbing of stairs or hills in all types of weather. All of these duties exposes the carriers body to constant pressure upon feet and knees and upper and
lower body.

Copyright © 2005 Postal Employee Network





This checklist may be used to assist in developing the UNDISPUTED FACTS for Joint STEP A Grievances


Request any and all information that led to managements decision  to issue discipline including
                       supervisory worksheet, investigative interviews and statements.




 ____Overtime Desired List for the quarter

____Time cards/Employee Activity Report

____Carrier Form 1813

____Carrier Form 3996

____Carrier Form 3997

____Documentation of mail volume

____Notes &/or statements that explain:

____Why OT was called

____Work performed by T-6

____Availability of employees

____Why T-6  was not equitable (if applicable)



 ____Leave Calendar

____Sign-up list for volunteers

____ Seniority List

____Holiday schedule with posting date

____Form 3997

____Form 1813 for the holiday

____Holiday scheduling provision of Local Memorandum of Understanding



 ____ Letter(s) of  Charges

____ Proposed Personnel Action

____ Supporting Documents

____ Fact Finding Documents

____ Grievantís years with USPS

____Supervisory Worksheet

____Investigative Interviews

____Copies of ALL Statements



 ____Letter(s) of charges

____Proposed Personnel Action

____Form 3971's

____Form 5972's

____Form 3997 (AWOL) day

____Fact Finding Documentation

____Medical certificate substantiating absences

____Supervisors statement explaining denial of requested leave

____Supervisory worksheet

____Investigative Interviews

____Copies of ALL Statements 



 ____Copy of Proposed Personnel Action

____Copy of disciplinary action

____Carrier statement of accident (Form 91)

____Vehicle Accident Investigation Worksheet (Form 1700)

____Street Observation Master Form (Form 4582A)

____Accident Report (Form 1769)

____Street Observation (Form 4584)

____Grievantís Statement about accident

____Police Report (if applicable)

____Investigators/s/witnesses notes taken at the accident scene

____Grievantís prior job related accident record



 ____Employeeís written request for light duty

____Medical documentation of physician that supports request

____Managementís letter stating reasons for denial

____Managementís statement detailing what jobs were considered and why they were rejected

____Carrier Form 1571

____Carrier Form 3997



 ____ Carrier Form l62l

____ Carrier Form 3996

____ Proof of employees inspection request

____Time cards/Employee Activity Report

____Supervisors notes of any discussions with employee regarding performance



____ Copy of the Letter of Demand

____Form 3294 for Grievant

____Form 3368 for Grievant

____Form 3369 for Grievant

____Audit form leading to the Letter of Demand

____Form 3368's for others

____Grievantís training records



 ____Reversion Notice

____Statement explaining why reversion was made

____Bid job listing showing who vacated or who ordered the position vacated and when



 ____Form 3 971's

____Form 3972's

____Medical certificate submitted by employee

____ Supervisors statement explaining what events caused the request

____ Copy of doctors bill

____ Grievantís statement of related expenses (Mileage/lost time/physicians fees)



 ____Supervisors Statement explaining:

____What craft usually does the work

____Which craft was assigned work

____Why assignment was mode

____How long the assignment was worked

____Documentation insufficient work

____Documentation of exceptionally heavy work




  USPS Forms and Information Checklist for Grievance Handling

Form No.

                                 Not all forms are available.

 I will do my best to find them on the internet and post for your use.

            Click on the  HIGHLIGHTED  Forms to Type & Print up!

CA-1 Employee Notice of Traumatic Injury
CA-2 Employee Notice of Occupational Disease
CA-2A Employee Notice of Recurrence of Disability
CA-7  Claim for Compensation
CA-16 Authorization for Examination/Treatment
CA-17 Duty Status Report
Form 13 Office Routing Slip (Buck Slip)
Form 50 Notification of Personnel Action
Notice 11 Information for Apartment House Customers
Notice 25 Maximum Time Allowance for Routing Mall
Poster 43 Your Rights under the Family And Medical Leave Act of 1993
Notice 70 Privacy Act Notice
Publication 71 Notice for Employees Requesting Leave for Conditions Covered by FMLA
Notice 76 Expanded Vehicle Safety Check
OF 346 U.S. Government Motor Vehicle Operator's Identification Card (obsolete)
SF 46 U.S. Government Motor Vehicle Operator's Identification Card
SF 91 Operator's Report of Motor Vehicle Accident
SF 94 Statement of Witnesses
SF 95 Tort Claim
313 Requisition for Printed Carrier Case Labels
1017-A Time Disallowance Record
1017-B Unauthorized Overtime Record
1164 Mileage and Parking
1187 Dues Withholding -- Regular Member
1188 Revocation of Voluntary Authorization for Dues Withholding
1189 Dues Withholding -- Retirees
1192 Authorization for Purchase of U.S. Savings Bonds
1216 Employee's Current Mailing Address
1223-A Earnings Statement
1221 Advanced Sick Leave Authorization
1224 Court Duty Leave Statement
1230 Time Card
1230-A Time Card -- Week 1
1230-B Time Card -- Week 2
1230-C Other Duty Card
1234 Trip Card
1260 Non-Transactor Card
1261 Non-Transactor Report
1311 Carrier Transportation Agreement
1375 Employee Identification Card
1507 Request to Provide Proper Mail Receptacle
1512 Delivery Service Notice
1564 Address Change Sheet
1564-A Carrier Route Book -- Route Instructions
1564-B Orders to Box Section or Other Special Orders
1571 Report of Undelivered Mail, Etc.
1621 Carrier Route Report
1623 Change in Delivery, Relay and Collection
1627 Analysis of Curtailed Mail
1627 Analysis of Auxiliary Assistance and Overtime on Route
1627 Analysis of Auxiliary Routes
1627 Analysis of Late Leaving
1639 Carriers Report of Mis-sorted Mail
1700 Vehicle Accident Investigation Worksheet
1700 Vehicle Accident Worksheet
1709 Acceptance of Medical Treatment at USPS Medical Facility
1717 Bid for Preferred Assignment
1723 Assignment Order
1750 Employee Probationary Period Evaluation Report
1767 Report of Hazard, Unsafe Condition or Practice
1768 Safe Driver Award Committee Decision
1769 Accident Report
1813 Late Leaving and Returning Report
1838 Carrier's Count of Mail (Management Summary)
1838-A Carrier's Count of Mail -- P.P./Combination Services Worksheet
1838-B Parcel Post Firm Delivery Worksheet
1838-C Carrier's Count of Mail -- Letter Carrier Routes Worksheet
1839 Payment Record for Carrier Drive-out Agreements
1840 Summary of Count and Inspection -- Letter Carrier's Route
1840-A Summary of Count and Inspection, Mail, P.P. and Combination
1840-B Carrier Time Card Analysis
2146 Employee Claim Forms
2181 Authorization and Release of Personal Information
2188 Subrogation Receipt
2198 Accident Report -- Tort Claim
2240 Pay Adjustment Request
2243 Payroll Adjustment
2480 Driving Record
2545 PAR Case Card
2546 PAR Correspondence
2547 PAR Reports
2548-A Training Record
2565 Formal Regional Appeal of EEO Complaint
2608 Grievance Summary Step 1
2609 Grievance Summary Step 2
2610 Grievance Summary Step 3
2800 Application for Death Benefits
2801 Application for Retirement
2801-A Superior Officer's Statement, Application for Disability Retirement
2801-B Physician's Statement, Application for Total Disability Retirement
2802 Application for Refund of Retirement Deductions
2806 Individual Retirement Record
2808 Designation of Beneficiary, CSRS
2809 Health Benefits Registration Form
2810 Notice of Change in Health Benefits Enrollment
2944 Receipt for Customs Duty Mail
3074 Request for Waiver of Claim for Erroneous Payment of Pay
3076 Request to Cancel or Change Salary Allotment
3189 Request for Temporary Change of Schedule
3521 Carrier's Report on House Numbers and Mail Receptacles
3546 Notice to Change Forwarding Order
3570 Notice of Attempt to Deliver Mail
3575 Change of Address Order
3579 Undeliverable 2nd, 3rd, 4th or Controlled Circulation Matter
3582-A Postage Due Bill
3582-B Carrier's Due Bill
3811 Return Receipt, Regular/Certified/Insured Mail
3816 COD Tag and Sender's Receipt
3821 COD, Bulk Receipt for Mail and Funds
3849-A Delivery Notice or Receipt
3849-B Delivery Reminder or Receipt
3867 Registered and Certified Matter Received for Delivery
3868 Carrier's Clearance Receipt
3883 Delivery Notice or Receipt
3921 Daily Volume Recording Worksheet
3922 Delivery Volume Unit Recap
3923 Daily Delivery Operation Analysis
3968 Daily Mail Collection Record
3971 Request for Leave
3972 Absence Analysis
3973 Military Leave Control
3981 Roster Sheet
3982 Change of Address (Carrier's Case)
3996 Carrier Auxiliary Control
3997 Unit Daily Summary, Record of Carrier Work Hours, Absences
3997-B Daily Delivery Analysis
3998 Unit Summary of City Delivery Routes
3999 Inspection of Letter Carrier Routes
3999-A Record of Deliveries -- Worksheet
3999-B Inspection of Collection Route
4003 Official Rural Route Description
4003-A Official Rural Route Description, Continuation Sheet
4027 Petition for Change in Rural Delivery
4098 Employee Identification Card
4239 Count of Mail (Rural Route)
4240 Rural Carrier Trip Report
4241 Rural Delivery Statistics Report
4241-A Rural Route Evaluation
4248 Rural Route Inspection Report
4516 Emergency Vehicle Hire Use
4528 Vehicle Defect Report
4565 Vehicle Repair Tag
4570 Vehicle Time Record
4582 Operator's Record
4582-A Summary of Driving Record
4584 Observation of Vehicle Operator
4585 Postal Driver Accident Information
4586 Accident Information
7020 Authorized Absence from Workroom Floor
8190 USPS - NALC Joint Informal Step A Grievance Form




This website is offered to all Branch 193 Letter Carriers as a "Resource" and "Reference" Guide only
DO NOT always rely on what you read as things can easily be misinterpreted or mislead you into thinking differently.
take matters into your own hands to resolve issues. ALWAYS contact your Union Steward, President or Vice President to handle contract disputes or other issues. Use this information to help you work smarter not harder and to become more knowledgeable on your job functions and rights as a Letter Carrier. Branch 193, it's Web Designers†or Web Maintenance Personnel†hold no†liability for†mis-information on this website or it's links. Website information is†linked to the†NALC website, Branch 193 Bulletin as well as other websites.  We are not liable nor condone questionable material or information posted on other websites. As with any Internet site, websites can be hacked into and information changed†or modified.  ALL security measures have been taken to the best of our abilities with Yahoo and PSG Web Services. ANYONE with questions regarding information posted on this website are encouraged to contact the local branch office. All photos and information on this website are property of Branch 193, National and other Union websites. Any Branch or Union member wishing to copy photos or information may do so as long as credit is given to Branch 193  as well as obtaining permission without violating copyright laws.

Contact  NALC Branch 193 at: 408-288-8138

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