Afficher en : Francais - Espagnol
Allegations: The complainants allege prohibition on the right to strike and the
use of compulsory arbitration to settle a collective labour dispute
- 470. The complaint is contained in communications dated 17 October and 23
November 2023, and 27 May and 21 October 2024 from the Union of Education Norway (UEN).
By a communication dated 19 October 2023, Education International supported the
complaint. By communications dated 18 October, 1 November, 27 November and 4 December
2023, the Confederation of Unions for Professionals (Unio), the Norwegian Union of
School Employees – Skolenes Landsforbund (SL), the Federation of Norwegian Professional
Associations (Akademikerne) and the Norwegian Association of Graduate Teachers – Norsk
Lektorlag (NL), respectively, associated themselves with the complaint.
- 471. The Government of Norway sent its observations in communications
dated 13 May 2024 and 9 January 2025.
- 472. Norway has ratified the Freedom of Association and Protection of the
Right to Organise Convention, 1948 (No. 87), the Right to Organise and Collective
Bargaining Convention, 1949 (No. 98), the Labour Relations (Public Service) Convention,
1978 (No. 151), and the Collective Bargaining Convention, 1981 (No. 154).
A. The complainant’s allegations
A. The complainant’s allegations- 473. In its communications dated 17 October and 23 November 2023, and 27
May and 21 October 2024, the UEN explains that it is Norway’s largest union in the
education sector and with more than 190,000 members, it is the second largest trade
union in the country. The UEN represents teachers in early childhood, primary and
secondary education, in training, and in higher education. It also has members working
within the Educational and Psychological Counselling Service, at special needs education
centres, in the adult education sector and in administration. The UEN has more than
90,000 members within the Norwegian Association of Local and Regional Authorities (KS)
collective wage agreement area. In this respect, the UEN explains that the KS is the
country’s largest public employer organization that negotiates wages and working
conditions for over 450,000 employees (20 per cent of the workforce in Norway) on behalf
of all Norwegian municipalities and counties, except for the municipality of Oslo.
- 474. The UEN indicates that it negotiates collective wage agreements
through Unio and explains in this regard that, pursuant to the Basic Agreement, the
right to negotiate is given to four national trade union confederations, namely Unio,
the Norwegian Confederation of Trade Unions (LO), the Confederation of Vocational Unions
(YS) and Akademikerne. Even though it is a confederation of trade unions that negotiates
with the employers’ association, it is the individual union (for example the UEN in
Unio) that is a party to the collective agreement with the KS and thus has the right to
take industrial action. The KS enters into identical Basic Collective Agreements with
affiliates of all four national confederations.
- 475. According to the UEN, as well as the EI, Unio, SL, Akademikerne and
NL, which supported the complaint, the dispute that led to the strike in question
concerned a new Basic Collective Agreement for the 1 May 2022–30 April 2024 period, as
well as wage adjustments after the 2022 wage settlement and 2023 wage adjustments. The
UEN indicates that the underlying rationale behind the decision to initiate the strike
was tied to two issues that had been plaguing the education sector: (1) conspicuous and
persistent wage disparity within the education sector, commonly referred to as a
“wage-lag”, which had been the source of mounting discontent among educators, who were
of the opinion that their remuneration had not kept pace with the increasing demands and
responsibilities of their profession; and (2) an acute shortage of educators. In light
of these intertwined challenges, the decision to strike was perceived as a necessary and
concerted effort to draw attention to these issues and to advocate for their resolution
in order to safeguard the quality and continuity of education.
- 476. The UEN explains that after a breakdown in negotiations with the KS,
the four national confederations filed a notice of strike with effect from 3 May 2022.
Pursuant to the provisions of the Labour Disputes Act, the National Mediator issued a
ban on work stoppages on 29 April 2022 and summoned the parties to compulsory mediation.
During the mediation, the confederations reached a solution in accordance with the
mediator’s proposal. The negotiated solution was sent to a preliminary vote with a
deadline of 22 June at 12 p.m. The negotiated solution was dismissed by all education
unions (the UEN, the SL and the NL), but not by other affiliates of the four
confederations. The SL was the first union to go on strike, calling its three members to
strike on 8 June 2022. The UEN initiated the announced strike on 20 June 2022 (three
days before the start of the summer break) by calling 45 members to strike and limiting
the action to one school. The NL called 30 members to strike on 15 August 2022. The
first significant call to strike, involving 1,322 UEN members, took place on 22 August
2022. The largest call to strike took place on 13 September 2022 and involved 2,914 UEN
members. By the time the Government intervened on 27 September 2022, about 8,500 union
members in total were called to strike, 8,300 of whom were members of the UEN.
- 477. The UEN provides information on the prior arrangements and
exemptions from strike as set out in the Basic Agreement. According to its section
5-1-2, the top management of an enterprise, including the head of personnel, shall not
be involved in a strike. Furthermore, before resorting to industrial action in the
context of labour disputes, the parties commit to negotiate as soon as possible the
exemption of individuals or groups whose exclusion is necessary to avoid undue harm to
the interest of the public. If no agreement is reached through negotiations, the elected
employees’ representatives shall bring the matter before their respective employees’
organizations, which, with binding effect on their members, will determine whether, and
in which cases, individuals/groups should be excluded from the proposed action. This
clause imposes a duty on the parties to discuss with each other which employee groups
should be excluded from the strike, providing the parties an opportunity to discuss and
agree, prior to the start of the industrial actions, on the list of exempted employees
with a view to ensuring that the interests of both parties directly involved in a
dispute, as well as affected third parties are adequately safeguarded. The Basic
Agreement affords employers the opportunity to “apply for exemptions for named employees
who have been included in a strike and who, due to threat to life and health or other
vital considerations, must be present or reintegrated into work”. According to the UEN,
in general, it approves such requests very liberally and generously, with more than 90
per cent of the requests granted.
- 478. The UEN indicates that it took various measures to minimize and
mitigate the possible adverse effects the strike could have had on pupils. Prior to each
call to strike, the local strike offices received directives to conduct impact
assessments in close collaboration with the central strike office. The aim was to
protect vulnerable pupils, including those with special needs who were receiving special
needs education, from significant disruption to their learning process. The following
categories of teachers were completely exempted from the strike: (1) early childhood
education teachers; (2) first grade teachers; (3) teachers responsible for pupils with
special needs education; and (4) teachers responsible for prison educational programmes.
In addition, and as indicated above, the employer could apply for dispensation for
particular teachers if they considered that individual pupils were particularly affected
by the strike.
- 479. The UEN indicates that on the basis of reports received from the
Ministry of Education and Research and the Ministry of Health and Care Services, the
Minister of Labour and Social Inclusion summoned the parties to a meeting at the
Minister’s office on Tuesday, 27 September 2022 at 7 p.m. After concluding that there
was no immediate possibility of resolving the dispute, the Minister informed the parties
that the Government would impose compulsory arbitration. According to the UEN, the
negotiation or determination of a minimum service in lieu of an outright ban on
industrial action through the imposition of compulsory arbitration was not included in
the Government’s considerations. At the request of the Minister, three teachers’ unions
agreed to resume work. The UEN explains that while the obligation to end the strike
comes into effect when there is a formal legislative decision to that effect, it is
usual practice to follow the Minister’s request when informed that the Government would
intervene by imposing compulsory arbitration. Referring to “concerns over the grave
societal consequences”, in particular “for the educational offering to children and
youth, their psychosocial environment, and their mental health”, the Ministry of Labour
and Social Inclusion advised that a proposal for compulsory arbitration would be
submitted to Parliament. The UEN points out that while there are always “societal
consequences” in the case of a strike in the education sector, this does not make it an
essential service in the strict sense of the term.
- 480. In accordance with the standard legislative procedures, the proposed
Act was referred to the Standing Committee on Labour and Social Affairs for
consideration. The Committee recommended that the Act be passed as proposed by the
Ministry of Labour and Social Inclusion. However, some members of the Committee opposed
the recommendation, stating that the legislation was insufficiently substantiated by
facts and that it was in violation of Norway’s obligations under the ILO Conventions.
Nevertheless, by Legislative Resolution No. 8 (2022–2023) of 1 December 2022, the
Storting (Parliament) decided that the National Wages Board (NWB) should settle the
dispute. The Act was sanctioned by the Cabinet on 16 December 2022 and entered into
force immediately.
- 481. The UEN explains that Norway has no general legislation limiting the
right to strike, nor any general legislation on the use of compulsory arbitration.
Interventions in an impending or current labour dispute must therefore be decided on a
case-by-case basis through the regular procedure for legislative enactments according to
the Constitution. When a law on compulsory arbitration is enacted, the NWB is the
institution that is given the authority and mandate to resolve the dispute. The NWB is a
permanent board arbitrating collective labour disputes and disputes that are referred to
it by the Storting. The functioning of the NWB is regulated by the National Wages Board
Act (No. 10) of 27 January 2012. The NWB decisions have the status of a collective
agreement. The NWB follows its own established practice and principles. One such
principle is the principle of deferred payment. If the parties come to an agreement
voluntarily, meaning without compulsory arbitration, the retroactive payment of the
general wage supplement is granted from the date of expiry of the former collective wage
agreements or from whatever date the parties agree upon. However, if the conflict is
resolved through compulsory arbitration, retroactive payment of the general wage
supplement is granted only from the date the work is resumed after the strike or, in
some cases, from the date of the NWB decision. This is a financial incentive to
discourage strikes; it also encourages employer representatives to avoid negotiation. In
the present case, the NWB upheld the National Mediator’s proposal and none of the
employees’ claims were successful. The retroactive payment of general supplements was
granted from the day the work resumed, that is on 27 September 2022.
- 482. The UEN alleges that the interference through compulsory arbitration
in a legal strike in the education sector was unjustified and in breach of the
principles of freedom of association as laid down in Conventions ratified by Norway
(Convention Nos 87, 98, 151 and 154). The education sector is not an essential service,
and the strike in question did not pose a clear and imminent threat to the life,
personal safety or health of the whole or part of the population. The UEN further claims
that, in any case, minimum services could have been established in full consultation
with the social partners instead of prohibiting industrial action and imposing
compulsory arbitration. According to the UEN, the lack of a discussion on whether
compulsory arbitration in this case was in compliance with international Conventions
indicates the lack of awareness of and respect for the safeguards and limits that the
ILO Conventions impose on States regarding workers’ right to strike. At the same time,
the Government clearly stated that they were not able to obtain a complete overview of
the specific consequences of the strike for individual pupils. In its report of 21
September 2022, the Ministry of Education and Research stated that the reduction of
activity in schools had a negative impact on the cooperation between various services
responsible for the well-being of the children, but that the magnitude of this impact
was unclear. According to the UEN, several members of the Standing Committee on Labour
and Social Affairs also pointed out that the Government’s justification for its decision
to impose compulsory arbitration was vague and poorly documented. The UEN believes that
the decision to impose compulsory arbitration was premature and made without adequate
knowledge and it thus constituted a violation of the right to strike. The UEN points out
that the consequences of strikes on pupils’ learning opportunities do not in themselves
justify the restrictions imposed on teachers’ right to strike.
- 483. As for special needs pupils, the UEN underlines that special
education is generally provided though a predetermined number of hours/classes, on the
basis of individual administrative decisions. This allows schools to be flexible when
organizing and providing this type of education to their pupils, which means that such
classes could have been carried out after the strike and throughout the remainder of the
school year. Moreover, special needs education was one of the areas that the UEN
attempted to shield during the strike through exemptions and dispensations. The UEN
points out that it was known to the Government that while all employers had the right to
request exemptions for teachers who provided special needs education, there were many
who did not apply for such exemptions.
- 484. The UEN indicates that while Norway has been previously criticized
by the ILO for not imposing minimum services instead of compulsory arbitration (Cases
Nos 2484, 2545 and 3038), the Government did not carry out any genuine discussions in
this regard. Instead, the Government considered that, based on the reports from Ministry
of Education and Research dated 20 September 2022, compulsory arbitration should be
imposed. The reports emphasized that the strike had a negative impact on vulnerable
children and that this impact increased as the strike progressed and that it would be
“especially challenging, as there is a scarcity of competent professionals”. The UEN
points out, however, that the shortage of competent professionals is not a consequence
of a particular strike, but rather an ongoing challenge. The failure to address the
shortage of education professionals is the responsibility of the Government, and not of
the teachers themselves. Restricting the right to strike on the grounds of a lack of
sufficient professionals is irrelevant, disproportionate, unreasonable, and unsuitable.
Rights and freedoms should not be curtailed because of decisions made by governments
regarding resources. The Government did not explore remedying the shortage of
professionals, heightened during the strike, by considering minimum services instead of
stopping the strike and resorting to compulsory arbitration. Minimum services would have
allowed the utilization of limited resources, that is, the professional expertise for
children with special needs, while at the same time safeguarding the right to
strike.
- 485. The UEN points out that while the Government states that the strike
had been ongoing for more than 100 days at the time of the intervention, the strike
formally started on 20 June, only a few days before the start of the summer holidays in
Norwegian schools, which last until mid-August (17 August 2022). In reality, the pupils
were affected for, at most, 30 days. Moreover, initially it was mainly high school
students who were affected by the strike, and with one exception, it was not until 5
September 2022 that the middle school teachers started participating in the strike.
Furthermore, teachers of pupils in first grade and pupils with special needs did not
participate in the strike in order to protect these groups of students. At the time of
the Government’s intervention, around 72,000 pupils were affected by the strike and,
while this is a significant number, it constitutes around 9 per cent of pupils in
Norwegian schools. Only 4 per cent of pupils were affected by the strike for four or
more weeks. The UEN emphasizes, however, that the mere fact that a significant number of
pupils were involved, should not automatically lead to the imposition by the Government
of compulsory arbitration.
- 486. The UEN further indicates that in support of the intervention, the
Government referred to the fact that the strike occurred in the aftermath of the
COVID-19 pandemic. The UEN questions the legal relevance of this fact and explains that
contrary to the situation during the pandemic, during the 2022 strike, children had
access to schools as well as numerous other platforms where they could meet; in other
words, during the strike, there were no restrictions imposed on pupils themselves. In
the UEN’s opinion, the Government’s argument regarding the lack of a safe environment
for the children during the strike is thus misleading.
- 487. The UEN informs of the ongoing work in Norway to minimize the use of
compulsory arbitration. A multipartite working group was established at the initiative
of the Minister of Labour and Social Inclusion to explore the possibilities for reducing
the need for compulsory arbitration. The group had a relatively broad mandate and
considered whether there should be more extensive use of prior arrangements between the
parties regarding which groups and/or individuals should be exempted from strike to
avoid undue harm to third parties. Such arrangements are already in place in many
collective agreements. The background for the report was the previous encouragements by
the Committee to assess possible alternatives in order to decrease the use of compulsory
arbitration in Norway. With the exception of its chairperson, the working group was
composed of representatives from various labour and employers’ organizations.
Representatives of the Ministry of Labour and Social Inclusion participated in the
discussions. The working group was thus composed of parties with different approaches
and interests when it comes to collective bargaining and the question of compulsory
arbitration. While some of the working group’s members were perfectly content with the
status quo, others had been vocal regarding the current system’s major issues. The
working group’s composition was thus unfortunately bound to present challenges for
coming up with suggestions and solutions. The working group issued its report in May
2024. While its work was welcomed by all interested parties, including the UEN, the
composition of the group had a bearing on its outcome. The report contained no
suggestions for changes or actions to take regarding the current system. While the
working group discussed some alternatives, including the possibility for introducing
minimum services, it concluded that:
- Although the system has challenges and room
for improvement, the working group believes that considerable caution must be
exercised in making major changes that could shift the balance of power between
otherwise equal parties. The working group points out that the Norwegian system
consists of various interconnected and interrelated rules. Even small changes or the
introduction of new individual elements could therefore have an impact on the entire
system, including affecting the balance of power between the social partners and
contributing to more labour disputes. These considerations have guided the working
group’s assessments and recommendations.
- 488. While the working group’s report acknowledges that Norway has been
criticized by the Committee for not considering the possibility of establishing minimum
services as an alternative to compulsory arbitration, the working group concluded that
it did not recommend a system with minimum services. The working group briefly discussed
the possibility of establishing independent bodies for the assessment of minimum
services both on a general basis and also solely within the public sector but refrained
from suggesting the establishment of the latter, arguing that such a change might have
an impact on the balance between the parties. The UEN indicates that in light of the
report and the lack of any constructive conclusion therein, the Government appears to be
content with the status quo and has no intention of making any alterations to the
existing system.
B. The Government’s reply
B. The Government’s reply- 489. In its communications dated 13 May 2024 and 9 January 2025, the
Government explains that the labour conflict in question arose during the revision of
the main collective agreements in the municipal sector, established between the KS,
representing the employers, and the LO Municipality, Unio and Akademikerne, and their
affiliates, representing the employees. After the negotiations broke down on 29 April
2022, the National Mediator issued a temporary work stoppage ban and summoned the
parties to mediation. The mediation was conducted on 2 and 21–24 May 2022 during which
the confederations reached a solution in accordance with the mediator’s proposal. The
negotiated solution was sent for a preliminary vote to the affiliated trade unions with
a deadline of 22 June 2022. The proposal was accepted by all trade unions, except for
the three education unions – the UEN, SL and NL.
- 490. The Government indicates that the three trade unions – the UEN, SL
and NL – went on strike in June 2022 by calling out a limited number of members.
Following the commencement of the school year and throughout the autumn, the strikes
escalated. As of 27 September 2022, the strikes involved a total of 8,538 members of the
unions, of which 8,343 were members of the UEN. At that point, the UEN announced further
call-outs, with 277 members as of 28 September 2022 and 123 members as of 3 October
2022. The Minister of Labour and Social Inclusion summoned the parties to a meeting on
27 September 2022. The parties informed the Minister that they saw no immediate
possibility of reaching a consensus that would settle the disputes and prevent further
escalation of the industrial actions. Considering this, the Minister informed the
parties that the Government had no other choice than to intervene and propose that the
disputes be solved by the NWB compulsory arbitration.
- 491. The Government indicates that during the strike, the Ministry of
Labour and Social Inclusion maintained continuous communication with the Ministry of
Education and Research, the Ministry of Health and Care Services, and the Ministry of
Children and Families in order to assess the consequences of the strike action. Reports
detailing the consequences of the strike were provided by the Norwegian Directorate for
Education and Training, the Norwegian Directorate of Health and the Norwegian Institute
of Public Health (FHI) to the Ministry and revealed that the strike had significant
consequences for the affected pupils, and that these consequences became increasingly
severe as the strike persisted. On 21 September 2022, the Ministry of Education reported
that the strike had serious consequences for a number of children and young people’s
access to education. The Ministry emphasized that the strike affected children and young
individuals who had already experienced disruption of schooling during the COVID-19
pandemic. It highlighted that pupils in vulnerable situations were particularly
affected. The Ministry of Labour and Social Inclusion also received numerous reports
from various sources regarding the impact of the strike on the health of children and
teenagers. These concerns were raised by the Children’s Ombudsperson, by affected
parents and pupils, and by medical practitioners working in the affected municipalities.
In light of the above, the Ministry of Health and Care Services was requested to gather
further information on how the strikes impacted the mental health of children and youth.
In its report dated 22 September 2022, the FHI pointed out that there were many aspects
of the strike action that could not be compared to the situation of school closures
during the pandemic. Unlike during the pandemic, the pupils affected by the strike had
little or no contact with their teachers, potentially putting already struggling and
vulnerable young persons at risk of going unnoticed. The FHI also stated that older
children and teenagers affected by the strike were likely to be more isolated without
parental supervision compared to during the pandemic, when working from home was more
prevalent. Furthermore, they noted that children and teenagers who had difficulties
during the pandemic and had not resumed schooling after the holidays, lacked regular
support over a considerable period. On 26 September 2022, the Ministry of Health and
Care Services reported that several county governors noted an increased demand for
various health services for children and teenagers. The Ministry of Labour and Social
Inclusion also received a number of reports expressing serious concerns from several
health institutions regarding the health of individual pupils. The reports of concern
pertained to patients whose health conditions had worsened as a result of the strike,
and included instances of self-harm, suicidal thoughts, and emotional disturbances such
as depression and anxiety.
- 492. The Government points out that the right to receive basic education
is enshrined in the Norwegian Constitution and that it was a serious matter that a
number of children and teenagers were not having their constitutionally protected rights
fulfilled for an extended period of time. Several pupils with special needs were not
receiving the services to which they were entitled. Around 72,000 pupils had been
affected by the strike, many of them having been deprived of any schooling since the
start of the academic year. If the planned escalation of the strike were to occur, the
number of affected pupils would have further increased.
- 493. The Government indicates that as of 27 September 2022, the strike
had been ongoing for over 100 days, and the conflict between the parties appeared to
have gone into deadlock. Based on the reports received, the Government assessed that the
conflicts had reached a critical point where the consequences for children and teenagers
required intervention. The assessment was based on a comprehensive evaluation of the
serious consequences for the pupils’ educational opportunities, psychosocial environment
and mental health, and took into account the impact of the COVID-19 pandemic.
- 494. The Government indicates that in Norway, there are long traditions
for collective bargaining. The right to organize and the right to conduct collective
bargaining are recognized as fundamental principles in law and are supported by the
legislation with procedural rules and institutions for resolving disputes. There are no
legal restrictions as to who can form and join trade unions, and there is no
interference from the authorities concerning the constitution and rules of trade unions
and their activities. The right to industrial action is a precondition for, and thus a
part of the right to, free collective bargaining. No prohibition of strikes or lockouts
exists, except for senior civil servants and military personnel. These groups
nevertheless enjoy the right to organize and the right to collective bargaining. A basic
tenet in the Norwegian system is that the social partners are responsible for wage
negotiations and industrial peace. Along with this responsibility comes an expectation
that labour disputes are handled in a responsible manner. The social partners have
several instruments at their disposal to reduce the likelihood of a labour dispute
endangering life, health or vital public interests, in particular through the selection
of striking workers and utilizing pre-agreements and exemptions during the conflict. An
inherent consequence of the social partners’ responsibility for collective bargaining
and labour disputes, is that the authorities do not interfere in how they use these
various measures. The authorities do not have the power to order the parties to put in
place pre agreement or exemption or other measures to compensate for the effects of
industrial actions. To balance the wide, unrestricted freedom of organization and
collective bargaining, which includes the right to industrial action, there is a broad
consensus that the Government has the ultimate responsibility for preventing labour
conflict from causing serious damage. The threshold for the Government intervening in a
labour dispute is high, and a labour dispute will only be halted if it is endangering
life, health or vital public interest. Should the Ministry of Labour and Social
Inclusion find that a conflict has such damaging effects, the Government submits a bill
to Parliament proposing the strike or lockout be forbidden, and for the conflict to be
solved by the NWB.
- 495. The Government explains that the NWB is an independent arbitration
body appointed pursuant to the National Wage Board Act. In each case, the NWB is
composed of nine members, of whom five are appointed by the Government for a period of
three years. Three of those five members are neutral (independent of the Government and
its social partners). The two remaining members represent the interests of employees and
employers, respectively. These two members of the NWB, however, have more of an advisory
function and have no right to vote. The parties in the individual dispute each nominate
two members of the NWB. Only one of the members from each party, and the three neutral
members are entitled to vote. The decision of the NWB has the same effect as a
collective agreement reached between the parties.
- 496. The Government indicates that it intervened to end the strike in
question only after the parties had bargained collectively for an extended period of
time, went through compulsory mediation and had been on strike for over 100 days. At all
times up to the final decision of the NWB, the disputing parties had the opportunity to
reach an agreement without interference.
- 497. The Government points out that it puts significant effort into being
in compliance with its obligation under the ILO Conventions and that an intervention
will always be evaluated against the applicable Conventions, as was done in this
particular case. It further indicates that international instruments constitute a legal
framework, which must be interpreted within the national context. ILO Member States have
a certain margin of discretion, and the assessment of the consequences of a labour
dispute must be concrete and based on the circumstances of each case. A State
acknowledging the right to industrial action must accept the inconvenience or even
damaging consequences entailed by such action. However, there must exist some limits as
to the costs the society should have to bear. The Government argues that the decision to
intervene to stop the strike must be considered in light of the fact that it occurred in
the aftermath of the COVID-19 pandemic, which affected pupils’ access to education,
community and the safe environment that the school represents. Additionally, the fact
that several fundamental rights laid down in various international Conventions had to be
balanced against each other made the assessment particularly complex and challenging.
Just as the right to strike is constitutionally protected in Norway, so too is the right
to basic education, which is also enshrined in numerous international Conventions
ratified by Norway. Recognizing that the education sector is not usually regarded as
essential in the strict sense of the term, the Government contends that in this
particular case, it had become essential due to the strike’s long duration, extensive
scope, and the fact that it occurred in the aftermath of a two-year pandemic. The
Government recognizes that long-term consequences related to education are not solely
sufficient to justify intervention. However, this does not mean that this type of
consequence cannot be included in an assessment of an intervention. The Government
refrained from intervening until reports showed that the strike had seriously impacted
the pupils’ psychosocial environment and mental health. Restrictions in educational
offering and lack of a normal everyday school life hit vulnerable pupils and pupils with
special needs particularly hard. The gravity of the situation did not leave the
Government with any other choice but to terminate the strike. In the Government´s view
it would have been irresponsible to let the strike continue.
- 498. The Government acknowledges that the UEN was willing to grant
exemptions from the strike to minimize its harmful effects for vulnerable pupils and
pupils with special needs, and that compensatory actions were taken. Nevertheless,
according to the reports, the strike had serious consequences on this category of
students. The Government points out that the responsibility for the implementation of a
labour conflict lies with the social partners, and that the authorities cannot oblige
the parties to require or grant exemptions or implement other compensatory measures. The
Government maintains its view that the fact that minimum services were not imposed does
not constitute a breach of the Conventions.
- 499. The Government argues that the case at hand differs from Case No.
2803 (Canada) and Case No. 1448 (Norway). Unlike in the present case, the strike in Case
No. 2803 did not involve pupils in primary and secondary education, but rather
university students. In the Government’s view, the significant role that the school
plays in the lives of children and teenagers implies that the threshold for when this
service can be considered essential, due to a prolonged and extensive strike, must be
somewhat lower than at the university level. In comparison with the strike in the
present case, which lasted over 100 days and involved 8,343 employees in the educational
sector, the strike in Case No. 1448 involved 300 employees and lasted for two weeks at
the time of interference.
- 500. The Government indicates that there is a broad consensus between
political parties and the social partners regarding the system of governmental
intervention in industrial actions. It is a common view that the system of intervention
by the Government and reference to compulsory arbitration (when adopted by Parliament)
is an integral part of the Norwegian labour market model. The Government’s intervention
in the form of imposing minimum services would constitute a significant deviation from
the existing system of collective bargaining. In the Government’s view, such a radical
change presupposes a broad consensus among the social partners. The Government has on
several occasions raised the issue of the use of compulsory arbitration in dialogue with
the social partners, including possible ways of reducing the need for intervention by
the Government. In 2001, a committee consisting of leaders of the main trade unions and
employers’ organizations and a number of experts was mandated to assess whether the
Norwegian negotiation system and the institutional framework in private and public
sectors was functioning well. The committee thoroughly assessed possible measures to
reduce the need for using arbitration, and the possibility of introducing a system of
minimum services. The assessment was not followed up by any specific proposal as the
social partners and experts were satisfied with the status quo.
- 501. The Government recalls that the Committee encouraged it to discuss
these issues with the social partners (Case No. 3147). In March 2023, the Government
established a working group with the social partners to discuss the current compulsory
wage arbitration system. The group consisted of representatives of the most
representative workers’ and employers’ organizations – the LO, Unio, Akademikerne and
the YS, and the Confederation of Norwegian Enterprise (NHO), KS, Spekter and Virke. As
90 per cent of trade unions in Norway are affiliated with one of the above-mentioned
main confederations, the vast majority of trade unions were thus represented in the
working group and had the opportunity to share their views through their
representatives. This also applies to the UEN, which is affiliated to Unio. The primary
objective of this working group was to generate suggestions on how to reduce the
recourse to compulsory arbitration.
- 502. The working group concluded its work in May 2024, producing a
comprehensive report. The Government points out that the working group emphasized that a
core element of the national system is that the social partners are given full
responsibility for wage setting and industrial peace. The group highlighted the
significance of pre-agreements and exemptions as essential tools at the disposal of the
parties in labour disputes. They pointed out that these mechanisms reflect a balance of
power between workers and employers. Further, the group stated that any alterations by
the authorities to the established framework risked disrupting this balance and could
lead to unintended repercussions to the entire system. Hence, the group concluded that
the social partners themselves must determine whether to establish a system of minimum
services, including the consideration of utilizing pre-agreements and/or exemptions. The
working group assessed: (a) the possibility of introducing an obligation to negotiate
minimum services before the start of a labour dispute; (b) the possibility of
establishing a board which the parties in a labour dispute may ask to determine the
necessary minimum service during a labour dispute; and (c) the introduction of legal
rules on minimum service in the public sector. However, none of these alternatives were
considered desirable. The working group found it “challenging to devise measures that
safeguard the autonomy of the parties without risking imbalance in the power dynamics
between the bargaining parties”. Furthermore, it considered that “the current system
functions effectively overall”. Nevertheless, all members of the working group committed
to engage in further dialogue regarding the utilization of available mechanisms,
particularly pre-agreements and exemptions. Beyond this however, the group did not
recommend pursuing any of the measures it discussed. The Government indicates that in
the assessment of the possibility of establishing a board that can determine minimum
services, the working group referred to previous complaints against Norway where the
Committee advocated for such arrangements. It concluded:
- In the working group’s
view, the introduction of a board that will give advice or make decisions on minimum
services would imply a marked departure from the established system where the
parties initiating an industrial action are also responsible for the initiation and
implementation of the dispute. The working group expresses considerable scepticism
towards the establishment of an institute which deprives the collective bargaining
parties of control over issues that may have a decisive impact on the course of the
dispute. Such an approach is claimed to involve a structural change which may have
implications for how labour disputes are handled by the parties. It is also
difficult to imagine how a board can have enough knowledge to decide what staffing
is necessary in the individual dispute.
- 503. The Government acknowledges that, as pointed out by the UEN, the
working group was composed of parties with different approaches and interests. As a
result, on some issues the group was unable to reach unanimous conclusions. On such
matters, the minority expressed their own views. On the matter of minimum services there
was, however, no disagreement between the parties. The group concluded unanimously that
the Government’s involvement in the establishment of minimum services was undesirable.
The Government disagrees with the UEN assertion that the working group only discussed
the possibility of establishing independent bodies for assessment of minimum services,
and that the possibility of implementing minimum services through ad hoc legislation was
not assessed. According to the Government, the working group discussed statutory rules
on minimum services and ad hoc legislation was one approach that was briefly discussed.
The Government points out that the parties were encouraged to suggest topics for
discussion early in the process, including on alternative arrangements for setting up
minimum services. The parties showed little interest in discussing such arrangements and
did not propose any discussion topics related to this matter. The consistent feedback
from the working group was that the Government should be very cautious about making any
changes, as this could impact the entire system and shift the balance of power between
the parties. The working group also emphasized that solutions that work well in other
countries might not be compatible with the Norwegian system. In light of this, the group
expressed the need for more information and further analysis:
- Although the system
generally works well, there is always room for improvement. The working group
believes that considerations should be made as to whether a research project should
be initiated … . The project should obtain more knowledge about schemes, including
dispute resolution mechanisms, in other countries, for example. The detailed content
of this project should be determined together with the labour market
stakeholders.
- 504. In line with this recommendation, the Government initiated a
research project on various negotiation systems, conflict resolution mechanisms and
forms of industrial action in the Nordic countries. The social partners were informed of
this in a meeting of the Council on Labour and Pension Policy on 3 September 2024 and
were encouraged to provide feedback. The Government indicates that it will continue the
dialogue on minimum services with its social partners once the information requested by
the working group is available.
C. The Committee’s conclusions
C. The Committee’s conclusions- 505. The Committee notes that the complainants in this case – the UEN,
EI, Unio, SL, Akademikerne and NL – allege that the Government imposed compulsory
arbitration to end a strike in the education sector. The Committee understands the
course of events that led to compulsory arbitration as follows. The dispute arose during
the negotiation of a wage settlement and a collective agreement for the 2022–2024 period
between the KS and four national trade union confederations – Unio (of which the UEN is
a member), the LO, YS and Akademikerne. After a breakdown in negotiations, the four
national confederations filed a notice of strike with effect from 3 May 2022. Pursuant
to the provisions of the Labour Disputes Act, the National Mediator issued a ban on work
stoppage on 29 April 2022 and summoned the parties for compulsory mediation. During the
mediation, the parties reached a solution in accordance with the mediator’s proposal.
The negotiated solution was sent to the trade union confederations’ affiliates for a
vote. While accepted by some unions, it was dismissed by the education unions (the UEN,
SL and NL). The SL went on strike first by calling three members to strike on 8 June
2022. The UEN initiated the strike on 20 June 2022 (three days before the start of the
summer break) by calling 45 members. The NL called its 30 members on strike on 15 August
2022. The first significant call-out to strike involving 1,322 UEN members occurred on
22 August 2022; it was followed by a larger call-out on 13 September 2022 and involved
2,914 UEN members. By the time the Government intervened on 27 September 2022, about
8,500 trade union members were on strike. After concluding that there was no possibility
of finding a solution, the Minister of Labour and Social Inclusion informed the parties
that the Government would submit a proposal for compulsory arbitration to Parliament. At
the request of the Minister, all three teachers’ unions agreed to resume work. On 1
December 2022, the Parliament adopted a resolution referring the dispute to the NWB,
which then dealt with the dispute in question. The Committee notes that the complainants
and the Government appear to agree on the facts as relayed above.
- 506. The Committee notes that while the complainants and the Government
agree that the education sector is not an essential service in the strict sense of the
term, the Government considers, however, that there comes a time when the consequences
of a strike become so serious that they warrant its intervention. The Government
indicates that in the present case, the duration of the strike (over 100 days), the
number of students affected (over 72,000) and the grave consequences of the strike on
students’ mental health and their right to education, as considered against the
background of previous disruptions of schooling due to the COVID-19 pandemic, justified
the Government’s intervention by imposing compulsory arbitration to end the strike. The
Government also points to the grave effects the strike had on pupils with special
education needs. In this regard, the Government refers to the reports detailing the
consequence of the strike provided by the Ministry of Education, the Ministry of Health
and Care Services, the FHI and the Children’s Ombudsperson. These institutions reported
that the strike affected children and young individuals who had already experienced
disruption of schooling during the COVID-19 pandemic and highlighted that pupils in
vulnerable situations were particularly affected. The reports also raised mental health
concerns in light of the fact that children and teenagers affected by the strike were
likely to be more isolated, and noted an increased demand for various health services
for children and teenagers arising from reported instances of self-harm, suicidal
thoughts, and emotional disturbances such as depression and anxiety.
- 507. The Committee notes that the complainants disagree with the
Government’s assessment and consider that the Government once again failed to give
effect to the previous and repeated recommendations the Committee made in similar cases
concerning Norway to negotiate a minimum service with the parties concerned. In this
respect, the Committee notes the complainants’ main arguments are as follows. With
regard to the Government’s indication that the strike lasted for over 100 days, the
complainants point out that the strike began in June, just a few days prior to the
summer break, which lasted until mid-August, and effectively ended on 27 September 2022.
While 72,000 students is a significant number, it represents only 9 per cent of middle
school and high school students; moreover, only 4 per cent of students were affected by
the strike for four or more weeks. The complainants further emphasize that the mere fact
that a significant number of students were involved should not automatically lead to the
banning of strikes. The complainants further consider that the Government should not
have taken into consideration the effects of the COVID-19 pandemic when it decided to
impose compulsory arbitration. With regard to the Government’s indication that the
declining mental health of students was also considered in its decision to intervene,
the complainants indicate that teachers do not have professional responsibility for
students’ health and that it was for the Government to ensure that measures involving
responsible professionals were taken to avoid any such negative effects. With regard to
pupils with special education needs, the UEN indicates that as the teaching for such
students is tailored to their needs and thus more flexible, there would not have been
any loss in their education by the end of the year and that in any case, it took
measures to exempt special education teachers from the strike action in order to shield
such students from the effects of the strike. Furthermore, the UEN indicates that it
took safeguarding measures by exempting from the strike early childhood and first grade
teachers and was ready to take further measures to exempt more teaching personnel from
striking, but there were no requests to that effect. The Committee notes that the
Government does not dispute that the UEN implemented the safeguarding measures as
described.
- 508. At the outset, the Committee recalls that in the past, it has dealt
on multiple occasions with cases concerning compulsory arbitration in Norway imposed in
non-essential sectors through legislative intervention in the collective bargaining
process thereby ending strike action [see Case No. 1255 (234th Report), Case No. 1389
(251st Report), Case No. 1576 (279th Report), Case No. 2545 (349th Report), Case No.
3038 (372nd Report) and Case No. 3147 (378th Report)]. This case is not different as the
Government recognizes that it imposed compulsory arbitration in the education sector
which, it agrees, is not an essential service. While the Committee is sensitive to the
arguments outlined above provided by the Government to justify its decision to refer the
dispute to compulsory arbitration in the present case, the Committee wishes to recall
that minimum services may be established in the education sector, in full consultation
with the social partners, in cases of strikes of long duration [see Compilation of
decisions of the Committee on Freedom of Association, sixth edition, 2018, para. 898].
Furthermore, the possible long-term consequences of strikes in the teaching sector do
not justify their prohibition [see Compilation, para. 846]. The Committee further
recalls that compulsory arbitration to end a collective labour dispute and a strike is
acceptable if it is at the request of both parties involved in a dispute, or if the
strike in question may be restricted, even banned, i.e. in the case of disputes in the
public service involving public servants exercising authority in the name of the State
or in essential services in the strict sense of the term, namely those services whose
interruption would endanger the life, personal safety or health of the whole or part of
the population [see Compilation, para. 816]. The Committee considers that it is
difficult to reconcile arbitration imposed by the authorities at their own initiative
with the right to strike and the principle of the voluntary nature of negotiation [see
Compilation, para. 819]. The Committee notes the efforts indicated by the UEN to
restrict the impact of the strike, which, while acknowledged by the Government, were
considered insufficient.
- 509. The Committee notes the Government’s emphasis on the fact that the
Norwegian system of collective bargaining recognizes the right of the social partners to
industrial action. The Committee therefore welcomes the efforts undertaken to establish
a tripartite working group, at the initiative of the Minister of Labour and Social
Inclusion, to explore the possibilities of reducing the recourse to compulsory
arbitration. The Committee notes that the social partners were included in its
composition and that the tripartite working group had before it the Committee’s previous
cases concerning compulsory arbitration in Norway. The Committee notes, however, that
the tripartite working group concluded that the possibility of the Government’s
involvement in the establishment of minimum services was not desirable and also
expressed a doubt regarding the possibility of establishing an independent body to deal
with the question of minimum services. Satisfied overall with the functioning of the
existing collective bargaining system, the tripartite working group did not recommend
any changes to it. The Committee understands, however, that the tripartite working group
considered that while generally, the system worked well, there was room for improvement
and requested further research and information regarding various negotiation systems,
conflict resolution mechanisms and forms of industrial action in the Nordic countries.
The Committee notes that the Government indicates that on 3 September 2024, it
encouraged the social partners to provide their feedback towards this research. The
Committee further notes the Government’s expressed commitment to continue the dialogue
with the social partners and to resume discussion on minimum services once the results
of the research are available.
- 510. In light of the above, the Committee regrets that the issue of the
use of compulsory arbitration by the Government to end a legitimate strike and impose
the terms of collective agreement has arisen in the country on various occasions as
attested by the previous complaints. The Committee urges the Government to continue to
consult with the social partners regarding appropriate means of resolving strikes,
including reducing recourse to compulsory arbitration. The Committee trusts that the
research initiated by the Government will be concluded expeditiously and will inform
consultations with the social partners in a manner so as to contribute to effective
resolution of this long-standing issue.
The Committee’s recommendations
The Committee’s recommendations- 511. In the light of its foregoing conclusions, the Committee invites the
Governing Body to approve the following recommendations:
- (a) The Committee
regrets that the issue of the use of compulsory arbitration by the Government to end
a legitimate strike and impose the terms of a collective agreement has arisen in the
country on various occasions as attested by the previous complaints. The Committee
urges the Government to continue to consult with the social partners regarding
appropriate means of resolving strikes, including reducing recourse to compulsory
arbitration. The Committee trusts that the research initiated by the Government will
be concluded expeditiously and will inform consultations with the social partners in
a manner so as to contribute to effective resolution of this long-standing
issue.
- (b) The Committee considers that this case is closed and does not
call for further examination.